FNArena Windows (Sectors)
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Michael Gable of Fairmont Equities is keen on cyclicals as the ASX200 pushes higher and notes Bega Cheese is on the move.
Jun 01 2021
While investors are encouraged to look through the one-off issues that have plagued Synlait Milk over the last year, uncertainty over demand from a2 Milk weighs on valuations
May 26 2021
|ASX CODE||COMPANY NAME||LAST PRICE||52WK HIGH||52WK LOW||P/E||CONSENSUS TARGET|
|A2M||A2 MILK COMPANY LIMITED||$6.89||$15.05||$5.04||43.8||
|BGA||BEGA CHEESE LIMITED||$5.39||$6.60||$4.93||21.2||
|BUB||BUBS AUSTRALIA LIMITED||$0.50||$0.75||$0.32||
|FSF||FONTERRA SHAREHOLDERS FUND||$3.83||$4.82||$3.45||11.5|
|SM1||SYNLAIT MILK LIMITED||$3.64||$5.55||$2.64||23.5||
Apr 22 2021
Opinion differs as to whether a2 Milk will be impacted by sharply declining volumes of infant formula sales in China or emerge from the pandemic with its market share protected by a strong brand
Dec 21 2020
As was widely feared, a sharp slowdown in sales to China has materialised for a2 Milk, which has significantly downgraded guidance for FY21
Sep 30 2020
A new global customer should help Synlait Milk counter the potential entry into manufacturing by chief customer a2 Milk but risks remain.
Sep 29 2020
Sales of a2 Milk’s infant formula within China remain robust but the slump in daigou sales has caught the market napping and forecasts for FY21 are downgraded sharply.
Sep 10 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Elevated inventory accrued during the height of the pandemic has led to de-stocking of infant milk formula product in China. Is a2 Milk in danger of more permanent disruptions?
Sep 02 2020
The Chartist reports a2 Milk is in a downtrend that may provide a good entry point, but likely not yet.
Aug 17 2020
The New Criterion’s Tim Boreham explores one pending IPO and several already listed stocks riding the new wave of demand for non-meat meat and other protein alternatives.
Jul 24 2020
Weekly Wrap: extension of JobKeeper and JobSeeker; many SMEs are not likely to survive the pandemic; a2 Milk growing market share in China’s Infant milk formula market
Apr 23 2020
A2 Milk has been a beneficiary of the pandemic restrictions, with strong sales in online and re-seller channels, but will the effect of stockpiling subsequently unwind – and sharply?
Mar 19 2020
While several risks remain, Fonterra has emerged from the first stage of its restructure with a positive earnings outlook for FY20.
Oct 22 2021 - Weekly Reports
Oct 22 2021 - ESG Focus
Oct 22 2021 - Australia
Oct 22 2021 - Weekly Reports
Oct 22 2021 - Commodities
Oct 05 2021 - Technicals
Oct 05 2021 - Weekly Reports
The Wrap: Artificial Intelligence, Construction Industry, Rising Bond Yield Winners & Small Cap Ideas
Oct 01 2021 - Weekly Reports
Oct 14 2021 - Rudi's View
Sep 28 2021 - Weekly Reports
Oct 21 2021 - Rudi's View