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a2 Milk (A2M)

$6.58
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Market Matters
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MM remains long and bullish A2M

OPINION

a2 Milk (A2M) $6.58

Yesterday’s top performer was A2M which soared over 13% following an announcement from Bubs Australia (BUB) whose first quarter result was well ahead of expectations aided by sales across the Chinese Daigou channel improving i.e. a potentially great read through for A2M.  We touched on the NZ based companies rally in the “Match out Report” yesterday but there are another 2 points worth making:

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A2 Milk (A2M) $6.58

A2M 13.45%: caught a bid today thanks to a strong sales read through from Bubs (BUB). The infant formula company saw sales almost double in the 1st quarter with a strong 156% jump in sales to China compared to the first quarter of 2021. Sales into daigou channels were particularly strong, a market which has troubled A2 Milk recently in a sign...

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a2 Milk (A2M) $6.02

As we alluded to in yesterday’s Match Out Report we felt the 7.7% dip by A2M following the class action news was overdone considering the events, I would have thought Slater & Gordon could have found a board with more obvious transgressions. MM feels A2M may have been guilty of dropping the ball but not misleading investors:

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a2 Milk (A2M) $6.00

A2M has finally enjoyed some love over the last fortnight albeit after a shocking 12-months. The stocks finally received some positive broker support around current levels plus there still remains the takeover potential with Nestlé rumoured to be a  potential suitor.

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A2 milk (A2M) $6.05

FY21 Result: The stock was hit today ending down 11.81%, we suggested this AM that it would likely fall by ~10% so we were (unfortunately) close. Recapping the result & our view here… Clearly a hugely challenging year for A2M and today’s results reflect that with profit down ~79%. They have reported inline revenue however EBITDA of $123m...

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a2 Milk Ltd (A2M) $6.86

A2M has been lurking in the shadows of late as anticipation builds before its earnings report this morning, which unfortunately is a miss to expectations. Clearly a hugely challenging year for A2M and todays results reflect that with profit down ~79%. They have reported inline revenue however EBITDA of $123m was ~12% below expectations while NPAT...

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Reporting Today (A2M, APX, ALX, AUB, BKL, CGC, CWM, APE, EDV, FLT, IFL, LNK, NIC, PRU, PTM, PNV, QAN, QUB, RHC, RMS, SBM, SSM, TYR, WHC, WOW)

Companies reporting today include: A2 Milk (A2M), Appen (APX), Atlas Arteria (ALX), AUB Group (AUB), Blackmores (BKL), Costa Group (CGC), Cromwell Property (CMW), Eagers Automotive (APE), Endeavour Group (EDV), Flight Centre (FLT),  IOOF (IFL), Link Administration (LNK), Nickel Mines (NIC), Perseus Mining (PRU), Platinum Asset (PTM) – yesterday afternoon, Polynovo (PNV), Tyro Payments (TYR), Service Stream (SSM),  Qantas (QAN), Qube (QUB), Ramsay Health (RHC), Ramelius Resources (RMS), St. Barbara (SBM), Whitehaven Coal (WHC), Woolworths (WOW)

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A2 Milk (A2M) $6.68

Yesterday afternoon we discussed the +12% rally in A2M courtesy of a story in the Australian Newspaper suggesting Swiss goliath Nestlé was interested in taking over the dairy and baby formula business. The NZ based stock has certainly seen better days having plunged 75% in just 14-months but the combination of a substantial short position, uncertainty around its...

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A2 Milk (A2M) $6.68

A2M +12.08%: Rallied strongly today on reports in The Australian newspaper that global food giant Nestle was interested in taking them over. We doubt a bid would be launched pre-FY21 results which are scheduled for the 26th August however where there is smoke, there is often fire. The news  snippet was enough to get the shorts covering today, currently...

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a2 Milk (A2M) $6.12

NZ based dairy business has gone from market hero to villain in just 12-months, we caught the “falling knife” too early ~$8 demonstrating how tough it can be pinpointing when enough is enough on the downside for a stock. Infant formula sales are struggling as the daigou (suitcase) sellers have dried up with COVID a major factor in the...

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ACTION

A2M
UPDATED 14/10/2021 17:15
MM remains long and bullish A2M
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A2M
UPDATED 13/10/2021 17:57
MM remains bullish and long A2M
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A2M
UPDATED 07/10/2021 16:53
MM likes A2M around $6
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A2M
UPDATED 28/09/2021 11:17
MM is long and bullish A2M initially targeting $7
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A2M
UPDATED 27/08/2021 08:58
We see A2M as a takeover target
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A2M
UPDATED 27/08/2021 08:56
A2M
UPDATED 18/08/2021 10:04
MM is bullish A2M initially targeting a test of $8
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A2M
UPDATED 17/08/2021 09:04
A2M
UPDATED 06/08/2021 16:03
MM’s likes A2M around $6
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A2M
UPDATED 27/05/2021 15:13
MM are adding to A2M in the Flagship Growth Portfolio, allocating an additional 2% around $5.30
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A2 Cow Milk Producer

a2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1. The Company distributes in Australia, New Zealand, China, Hong Kong, Singapore, United States, and the United Kingdom.

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a2 Milk (A2M)
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A2 Milk (A2M)
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a2 Milk Ltd (A2M)
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A2 Milk (A2M)
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A2 Milk (A2M)
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a2 Milk (A2M)
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A2 Milk (A2M)
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A2 Milk (A2M)
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A2 Milk (A2M)
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A2 Milk (A2M)
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a2 Milk (A2M)
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A2 Milk (A2M)
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a2 Milk (A2M)
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Costa Group (CGC) v a2 Milk (A2M)
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A2 Milk Co Ltd (A2M)
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a2 Milk (A2M)
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a2 Milk (A2M)
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