I’m Chinese and my English is not good enough to express my opinion, so I will post it by Chinese:
1. A2还是一家不错的公司,但问题在于它目前的业绩增长不支持现在的估值。
2. 代购以后不会再回来了,中国人的消费习惯是追热点,最近我向中国的朋友了解到两个现象:
1) 从海外购买奶粉的热度大幅度降低;
2) 目前中国本地生产的奶粉并不便宜,但消费者仍在加速转向本地产品。
3. 我周围的朋友以前很多人做代购,现在几乎没有了,疫情前就很少了,并不是受疫情影响,仅仅是中国的消费者不再追捧这个热点了。
4. 按照目前的中澳关系,a2也很难组织有效的官方销售渠道。
简单点说,a2的业务并没有太大问题,但离开了中国市场,没办法支持现在的估值。
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$6.85 |
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Mkt cap ! $4.952B |
Open | High | Low | Value | Volume |
$6.91 | $6.93 | $6.81 | $7.337M | 1.070M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 4252 | $6.84 |
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Price($) | Vol. | No. |
---|---|---|
$6.86 | 10763 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4252 | 6.840 |
1 | 1829 | 6.830 |
4 | 18364 | 6.810 |
6 | 39047 | 6.800 |
1 | 5601 | 6.790 |
Price($) | Vol. | No. |
---|---|---|
6.860 | 10763 | 3 |
6.870 | 70 | 1 |
6.880 | 7000 | 1 |
6.900 | 5985 | 3 |
6.910 | 200 | 1 |
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