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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The A2 Milk Company - FY23 Result — Gains and Strains
The a2 Milk Company (ATM) delivered a solid FY23 result in-line with our expectations, showing strong market share gains, particularly in its key...
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The A2 Milk Company - FY23 Preview — Important Delivery
We expect The a2 Milk Company (ATM) to report a solid FY23 result on Monday, 21 August, meeting or possibly exceeding its guidance.
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The A2 Milk Company - Wheying Up FY24
The a2 Milk Company (ATM)'s 12 month forward PE has de-rated materially year-to-date, while EPS estimates are up modestly. ATM is now trading on...
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