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
Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
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
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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