A2M 0.87% $6.85 the a2 milk company limited

A2M likely takeover target of Chinese company, page-15

  1. 7,210 Posts.
    lightbulb Created with Sketch. 2039
    It was an example I was not saying it was a possibility, and as far as I can tell Brazil and India are not dictatorships and hold elections? So yes, they do have greater rule of law than China, which is a one party state that has zero separation of power.

    If A2's only substantial market will only ever be China, then its biggest market will always face sovereign risk. So investing is A2 means you need good relations with China and be more useful to them operating than not.

    yes it is in a arguably short term pinch. But think about what underpinned A2's success. Milk formula scandals in China years ago and Chinese in Australia sending back tins for extra cash.

    Wide moat....lol
    Last edited by JoeGambler: 20/05/21
 
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