Strong growth drivers for A2M:
- Birth rate in china is set to accelerate in next 12 months as Chinese couples can now have 2 children.
- The Chinese government may increase that to 3 or 4 children in the coming years to balance against the ageing population.
- Low rates of breast feeding in China.
- Demand out of China is therefore set to accelerate strongly over coming years.
- Mothers milk contains only the A2 protein. Therefore there is a growing understanding in China and the world that A2 formula is the best alternative to breast feeding. People are willing to pay a premium for it.
- The rate of breast feeding is declining for various reasons.
- A2M will be able to ramp up supply faster than organic supplier Bellamys.
- A2M have increased their earnings estimate by 83% in only a few months. Further earnings upgrades are likely.
- A2M have advised they will be doubling infant formula supply over the next 3 months.
- Foreign investment is increasing.
- Some analysts are forecasting A2M to become a $1b+ company. That will see it enter the ASX200.
- Forums
- ASX - By Stock
- A2M
- Strong Growth Drivers
Strong Growth Drivers
-
-
- There are more pages in this discussion • 21 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add A2M (ASX) to my watchlist
|
|||||
Last
$6.77 |
Change
0.190(2.89%) |
Mkt cap ! $4.894B |
Open | High | Low | Value | Volume |
$6.64 | $6.80 | $6.62 | $8.993M | 1.334M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5191 | $6.76 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.82 | 2584 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 50 | 6.720 |
1 | 8000 | 6.700 |
1 | 5000 | 6.620 |
2 | 1100 | 6.600 |
1 | 760 | 6.520 |
Price($) | Vol. | No. |
---|---|---|
6.830 | 750 | 1 |
6.850 | 535 | 1 |
6.860 | 10000 | 1 |
6.900 | 11758 | 4 |
6.930 | 1420 | 1 |
Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
Featured News
A2M (ASX) Chart |