Strong growth drivers for A2M:
- Birth rate in china is set to accelerate in next 12 months as Chinese couples can now have 2 children.
- The Chinese government may increase that to 3 or 4 children in the coming years to balance against the ageing population.
- Low rates of breast feeding in China.
- Demand out of China is therefore set to accelerate strongly over coming years.
- Mothers milk contains only the A2 protein. Therefore there is a growing understanding in China and the world that A2 formula is the best alternative to breast feeding. People are willing to pay a premium for it.
- The rate of breast feeding is declining for various reasons.
- A2M will be able to ramp up supply faster than organic supplier Bellamys.
- A2M have increased their earnings estimate by 83% in only a few months. Further earnings upgrades are likely.
- A2M have advised they will be doubling infant formula supply over the next 3 months.
- Foreign investment is increasing.
- Some analysts are forecasting A2M to become a $1b+ company. That will see it enter the ASX200.
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$6.85 |
Change
-0.060(0.87%) |
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 | $6.84 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.86 | 10763 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 10000 | 6.810 |
2 | 637 | 6.800 |
3 | 12600 | 6.700 |
1 | 860 | 6.600 |
1 | 600 | 6.580 |
Price($) | Vol. | No. |
---|---|---|
6.860 | 8000 | 1 |
6.880 | 7000 | 1 |
6.900 | 5985 | 3 |
6.910 | 200 | 1 |
6.950 | 9741 | 7 |
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