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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A2M
the a2 milk company limited
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3.03%
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$7.67

I’m Chinese and my English is not good enough to express my...
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Last
$7.67 |
Change
-0.240(3.03%) |
Mkt cap ! $5.556B |
Open | High | Low | Value | Volume |
$7.93 | $7.93 | $7.57 | $10.40M | 1.351M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 313 | $7.67 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.68 | 8356 | 19 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
10 | 4291 | 7.650 |
14 | 8515 | 7.640 |
15 | 46712 | 7.630 |
12 | 8515 | 7.620 |
10 | 23276 | 7.610 |
Price($) | Vol. | No. |
---|---|---|
7.660 | 1517 | 13 |
7.670 | 5923 | 11 |
7.680 | 4707 | 7 |
7.690 | 10335 | 8 |
7.700 | 33509 | 8 |
Last trade - 12.48pm 08/07/2025 (20 minute delay) ? |
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A2M (ASX) Chart |