Dairy: Infant Formula Regulatory Clouds Clearing (Shame About Milk Powder).
Edgware remains confident in the strong operating leverage and high gross margins of A2M, despite the dampening of the milk powder opportunity. The...
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A2M:ASX Industry Collaboration to Raise the Ceiling
Edgware has increased its conviction in our positive A2M investment thesis following a series of independent industry discussions. Our earnings...
292 Views
What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
349 Views
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
336 Views
Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
294 Views