A2M 3.86% $6.72 the a2 milk company limited

Ann: 1H21 Results Presentation, page-101

  1. 2,619 Posts.
    lightbulb Created with Sketch. 9
    a bit concerned in the Outlook 21 paragraph they are already factoring in a "significant improvement" in Q3/Q4...

    "The outlook for FY21 assumes the actions being taken to re-activate the daigou/reseller channel deliver a significant improvement in quarter-on-quarter growth from 3Q21 to 4Q21."

    I would have thought there is still significant uncertainty around this channel picking up... will wait on sidelines for now.
 
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