A2M is listed as the funds largest holding as of August. Will be interesting to see if today's drop in A2M's share price (-11.5%) makes any impact on next Monday's NAV print.
Noting commentary from the funds August update:
"We see A2 Milk as somewhat a victim of its own success
after upgrading earnings guidance in March. The market
had been expecting a beat but instead came in line
with the midpoint of this upgraded guidance. Second
half profits grew 32% indicating there is still plenty of
momentum in the business. We see A2 Milk continuing to
take market share with growth in its China label product a
key highlight."
Ann: Investment Update and NAV Report August 2020, page-2
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add OPH (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.77 |
Change
0.030(1.09%) |
Mkt cap ! $616.5M | |||
| Open | High | Low | Value | Volume |
| $2.75 | $2.77 | $2.75 | $522.2K | 189.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 18647 | $2.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.77 | 19391 | 4 |
View Market Depth
| Last trade - 16.10pm 06/11/2024 (20 minute delay) ? |
| OPH (ASX) Chart |