China May Scrap The Restriction of Childbirths - Impact on Baby Formula Related Stocks in China
The People's Bank of China released a paper on 14 April that suggested that China allow three or more children per household. In this insight, we...
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The A2 Milk Company: Proprietary Channel Checking in China
The a2 Milk CompanyProprietary Channel Checking in China NEUTRAL We recently visited 40 Mother & Baby stores in China, interviewing sales reps...
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The A2 Milk Company: 1H21 — Third Strike; Downgrade to NEUTRAL
The a2 Milk Company1H21 — Third Strike; Downgrade to NEUTRAL NEUTRAL The a2 Milk Company (ATM) reported a 1H21 result in-line with recent guidance...
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The A2 Milk Company: 1H21 Preview — Changing of the Guard
The a2 Milk Company1H21 Preview — Changing of the Guard OUTPERFORM 1H21 guidance was provided near period-end, hence, we are expecting little...
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Food for Thought: China Flexes Its Mussels
Food for ThoughtChina Flexes its Mussels China's suspension of imports from two seafood processing plants highlights existing market risk,...
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