Is A2M a buy again?

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Question asked 28/05/2022

Is A2M a buy again?

Hi, Given now there is a change of government, who appears to want to make amends with China, do you think companies exposed to China may be a buy again eg A2M? Cheers

Answer

Hi Mark,

Your thoughts are definitely one of the reasons MM is long Treasury Wines (TWE) but like a2 Milk (A2M) it has delivered a few false dawns over recent times. I can only see Anthony Albanese improving relations with China but the companies also need to start delivering results hence the answer is a cautious yes.

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a2 Milk (A2M)

LAST UPDATED 27/05/2022 15:25

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