A2 Milk the Cream of the Crop; Initiating With Narrow Moat and NZD 14.60 (AUD 13.30) FVE
The A2 Milk Co Ltd (A2M AU) is set to enjoy high growth and stellar returns on invested capital, supporting our NZD 14.60 (AUD 13.30) per share...
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China Infant Formula Sales in 2017
Data up to Jan 2018Foreign brands maintain dominance in the market and online channel’s strong momentum provides optimistic perspectives for the...
342 Views
Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
3.6k Views
Financial Forensic - Part I
In this report, we identify financial forensics as an indispensable part of the short-seller's tool-kit. Specifically, we examine the role that a...
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A2M:ASX A Simple Metric to Support a High-Conviction Investment Decision
Edgware has said since December last year that A2M:ASX was a new type of blue chip company with organic earnings power that will see its earnings...
743 Views