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...
434 Views
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...
283 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...
336 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...
325 Views
Sizing the China Opportunity for Blackmores
A dramatic surge in indirect sales to Chinese consumers via domestic health supplement retailers has led to a significant increase in Australian...
287 Views