A2M 0.44% $6.85 the a2 milk company limited

Chart Update, page-7432

  1. 420 Posts.
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    Thanks Chianti for posting.

    For those not wanting to read the whole Morningstar analysis after attending the strategy day, I think they make the following interesting points:

    “we walked away with unchanged confidence in the company's stellar long-term growth opportunity....we were impressed by the strategy outlined by new regional head Li Xiao...These investments, along with innovation such as a planned launch of Hong-Kong labelled product to better access the neighbouring Guangdong province, support our view for the company's market share to increase to of 16% by fiscal 2029 from about 6% today...the runway remains long.”

    Reads pretty positive...
 
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