ATM - A2 Milk Corporation Limited

[Lease]

https://www.smh.com.au/politics/fede...01-p58wdj.html

"More than 80,000 Chinese international students are set to be allowed back into Australia when international borders reopen after the country’s top drug regulator recommended approving the Sinovac vaccine for travellers."

[alokdhir]

SP is telling us something which many may have missed around $ 5.50 !!!!

[Balance]

SP is telling us something which many may have missed around $ 5.50 !!!!

Same way punters missed the sp rises (& subsequent falls) in July & August?

Let's see what DB delivers by way of strategy reset later this month.

[alokdhir]

Same way punters missed the sp rises (& subsequent falls) in July & August?

Let's see what DB delivers by way of strategy reset later this month.

I am not talking of rise and fall ...but paying attention to it not going below $ 5.40

[Balance]

I am not talking of rise and fall ...but paying attention to it not going below $ 5.40

Good point

[dreamcatcher]

Chinese Sinovac approved in Australia ........... .Students Daigou
Qantas increasing flights from 4rd Nov ........... Tourists Daigou
Australia's Flight Centre SP running hot .......... Shorts 22m 11% feeling the heat
Chinese Shopping Extravaganza 11/11............ 4 weeks away

A2M shorts 44m and shrinking 5.95% ............ Ouch? every stock has risk

[couta1]

Chinese Sinovac approved in Australia ........... .Students Daigou
Qantas increasing flights from 4rd Nov ........... Tourists Daigou
Australia's Flight Centre SP running hot .......... Shorts 22m 11% feeling the heat
Chinese Shopping Extravaganza 11/11............ 4 weeks away

A2M shorts 44m and shrinking 5.95% ............ Ouch? every stock has risk

Shorts have made an absolute killing over the last year, longs have been incinerated, only time will tell if this ship ever becomes a luxury liner again.

[Sideshow Bob]

From the latest MFAT China update:

Infant FormulaAlthough the volume of infant formula sales to China increased more than 6% in the first half of 2021, the value of export earnings declined 12% relative to the equivalent period in 2020, largely due to lower infant formula prices in China so far this year. Increased production by Chinese domestic infant formula brands is possibly having an impact on prices.

Capture4.JPG

[Sideshow Bob]

Meanwhile for Dairy:

Dairy (not including infant formula)

The value of New Zealand’s dairy exports to China in the first half of 2021 totalled $3.7 billion, 39% above the equivalent period in 2020. The increased value of dairy exports in this period was largely due to greater revenue from milk powder (+46%), butter exports (+26%), and cheese (+45%), driven primarily by an increased volume of sales.

Recently released MPI forecasts indicate that demand for New Zealand products into China is likely to remain strong despite a possible medium-term slowdown as China expands its dairy herd. Demand from China has been the key driver of export revenue for New Zealand dairy exporters due to recovery from COVID-19, consumer demand for dairy products, and high feed prices (for domestic dairy herds) resulting in increased demand for imports.

According to China’s official trade data New Zealand remains China’s largest source of dairy imports. China’s imports of dairy products from all sources grew 22% in the first half of 2021, and imports from New Zealand grew 13%.

[carrom74]

Meanwhile for Dairy:

Dairy (not including infant formula)

The value of New Zealand’s dairy exports to China in the first half of 2021 totalled $3.7 billion, 39% above the equivalent period in 2020. The increased value of dairy exports in this period was largely due to greater revenue from milk powder (+46%), butter exports (+26%), and cheese (+45%), driven primarily by an increased volume of sales.

Recently released MPI forecasts indicate that demand for New Zealand products into China is likely to remain strong despite a possible medium-term slowdown as China expands its dairy herd. Demand from China has been the key driver of export revenue for New Zealand dairy exporters due to recovery from COVID-19, consumer demand for dairy products, and high feed prices (for domestic dairy herds) resulting in increased demand for imports.

According to China’s official trade data New Zealand remains China’s largest source of dairy imports. China’s imports of dairy products from all sources grew 22% in the first half of 2021, and imports from New Zealand grew 13%.

Thanks for the post. MVM”s acquisition could help as A2 milk bottom line can grow by exporting “other” milk products apart from infant formula. Diversified business model is better than vertical integration… I guess.