Dairy

FNArena Windows (Sectors)

Introduction to FNArena Windows

FNArena Windows offers subscribers the option to investigate ASX-listed stocks against their peers. FNArena developed its own sector methodology which in our view overcomes many flaws and disadvantages connected with GICS sectors. Our system starts with three broad sector labels: COMMODITIES, FINANCIAL SERVICES and INDUSTRIALS. From here onwards subscribers can explore further through gradually narrowing branches. This is not investment advice, but simply another window on the Australian Stock Exchange to provide better insight and to assist FNArena subscribers while conducting their own market analysis.

Latest Stories

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 $5.72 $15.89 $5.04 28.7

$6.29

BGA BEGA CHEESE LIMITED $5.35 $6.60 $4.93 21.0

$6.415

BUB BUBS AUSTRALIA LIMITED $0.35 $0.83 $0.32

$0.41

FSF FONTERRA SHAREHOLDERS FUND $3.85 $4.82 $3.45 11.9

SM1 SYNLAIT MILK LIMITED $3.22 $5.55 $2.64

$2.55

Previous Stories
A2 Milk At A Crossroad In China?

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


Sales Slowdown Hits a2 Milk Guidance

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


Uncertainty Prevails For Synlait Milk

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.


Daigou Drought Sours a2 Milk Outlook

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.


Treasure Chest: Is a2 Milk In Danger?

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?


a2 Milk Souring

Sep 02 2020

The Chartist reports a2 Milk is in a downtrend that may provide a good entry point, but likely not yet.


IPO Taps Appetite For Plant-Based Proteins

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.


The Wrap: Troubled SMEs, a2 Milk & Gaming

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


Is There More Upside For a2 Milk?

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?


Fonterra Retains Positive FY20 Outlook

Mar 19 2020

While several risks remain, Fonterra has emerged from the first stage of its restructure with a positive earnings outlook for FY20.