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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Last
$7.90 |
Change
-0.010(0.13%) |
Mkt cap ! $5.726B |
Open | High | Low | Value | Volume |
$7.93 | $7.93 | $7.90 | $117.2K | 14.81K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 8211 | $7.90 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.92 | 2279 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 6817 | 7.890 |
2 | 7916 | 7.880 |
5 | 10425 | 7.870 |
4 | 5974 | 7.860 |
9 | 25064 | 7.850 |
Price($) | Vol. | No. |
---|---|---|
7.910 | 2893 | 5 |
7.920 | 766 | 2 |
7.930 | 424 | 1 |
7.940 | 8962 | 5 |
7.950 | 6351 | 5 |
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