The A2 Milk Company - We Still Like the Formula
We retain our positive bias on The a2 Milk Company (ATM) heading into its 1H24 result on 19 February 2024 with our mosaic of datapoints continuing...
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The A2 Milk Company -A Positive Macro Surprise
Births in China during 2023 of 9.02m were +15% ahead of our 7.86m forecast (and likely notably ahead of market expectations). At this stage we...
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The A2 Milk Company -What if ATM Purchased SML Dunsandel?
The a2 Milk Company (ATM) is changing its stripes. It has well-publicised strategic intentions to vertically integrate its supply chain
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Synlait Milk - Christmas Grinch (Again)
Synlait Milk's (SML) wide ranging market update had a disappointing tone. While details were provided on the ongoing supply exclusivity...
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Forsyth Barr Dairy Digest - Edition 2 Cashflow Constraints
The Forsyth Barr Dairy Digest provides a snapshot of information relevant to New Zealand's dairy sector. We include forecasts on the Farmgate Milk...
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