A2M 0.30% $6.68 the a2 milk company limited

Strong Growth Drivers

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    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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Last
$6.68
Change
-0.020(0.30%)
Mkt cap ! $4.829B
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$6.70 $6.71 $6.61 $6.477M 971.9K

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No. Vol. Price($)
4 12782 $6.68
 

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Price($) Vol. No.
$6.69 15324 5
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Last trade - 16.10pm 05/07/2024 (20 minute delay) ?
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