ATM - A2 Milk Corporation Limited

[bull....]

...and just to add, about 1/5 of Chinese large caps have reported half year results now with 1H growth sitting firmly at 40% yoy, if that's considered a 'collapse' then f* me, rest of the world ex USA must be in the middle of a great depression right now. So not sure where guys like bull/muppet keep getting their notion that "china is slowing" from tbh...

"people getting restless" hmm ok do yourself a favor and catch a flight there take a look, people must be exhausted from shopping at unmanned stores and getting same day delivery via drones, while you're busy writing complaints to Auck metro about their slow services lol

https://www.scmp.com/news/china/econ...ckles-risk-and

theres other figures as well. need to remember even a small slow down in china is big stuff ..... tarriffs will slow china growth more

[Muppett]

...and just to add, about 1/5 of Chinese large caps have reported half year results now with 1H growth sitting firmly at 40% yoy, if that's considered a 'collapse' then f* me, rest of the world ex USA must be in the middle of a great depression right now. So not sure where guys like bull/muppet keep getting their notion that "china is slowing" from tbh...

"people getting restless" hmm ok do yourself a favor and catch a flight there take a look, people must be exhausted from shopping at unmanned stores and getting same day delivery via drones, while you're busy writing complaints to Auck metro about their slow services lol

I'm only going on what I hear and read. And by hear, I mean on the likes of the BBC. Yeah, I know they get reporters in and are somewhat pessimistic, need to spin a tale and pump out some content, but I'm trying to stick to facts. Otherwise, what else is there to go on?

I hope most of it is wrong.

With all the so called positive news surrounding A2 in the last 3-6 months .....the SP is a tad disappointing.

[bull....]

I'm only going on what I hear and read. And by hear, I mean on the likes of the BBC. Yeah, I know they get reporters in and are somewhat pessimistic, need to spin a tale and pump out some content, but I'm trying to stick to facts. Otherwise, what else is there to go on?

I hope most of it is wrong.

With all the so called positive news surrounding A2 in the last 3-6 months .....the SP is a tad disappointing.

yea same here just sending out the facts , time will tell if todays price is inflated or not , there will be winners and losers im just playing the froth not the long term

[Dust]

https://www.scmp.com/news/china/econ...ckles-risk-and

theres other figures as well. need to remember even a small slow down in china is big stuff ..... tarriffs will slow china growth more

I stopped reading past the headline, "Economy grew 6.7 per cent in second quarter from a year earlier", basically already contradictory to the clickbait title....name me another country that can match 6.7% gdp growth bull

yes yes seems like the bears have nothing better to say in 2018 than the same old tariff news, a slight market correction in response to a weaker yuan(which is actually done on purpose by PBOC in response to the US tactics)...whoop de doo must be the next GFC already

actual statistics is your friend http://www.imf.org/external/datamapper/index.php

[bull....]

guess we will find more clarity end of the mth , next year a2 fortunes will become more apparent

[Muppett]

actual statistics is your friend http://www.imf.org/external/datamapper/index.php

Thanks, I like the site, never looked at it before.

Korea only 3% GDP growth, NZ 2.9%............. isn't South Korea meant to be a new opportunity for A2?
Albania was 3.7%........

[Beagle]

China relaxed their one child policy in 2015. Makes no sense at all that birth rates would be declining. Until someone posts a link from a credible source I remain of the view that the long run trend is for increased IF consumption.

[Lego_Man]

China relaxed their one child policy in 2015. Makes no sense at all that birth rates would be declining. Until someone posts a link from a credible source I remain of the view that the long run trend is for increased IF consumption.

They're all playing computer games and watching porn. You can't reverse long standing trends overnight.

[minimoke]

China relaxed their one child policy in 2015. Makes no sense at all that birth rates would be declining. .

As I'm sure you know, having children is an expensive pastime. Cost of housing in ever increasing congested cities is a problem. Shouldn't be a surprise - birthrates are falling every where except africa)

[Nasi Goreng]

https://www.straitstimes.com/asia/ea...aily-columnist

"China's negative population growth, many demographers believe, will begin around 2025, with the overall population declining from 1.39 billion last year to about 1 billion in 2067 and the ageing population continuing to rise"

I think the focus for A2 should be to grow their market share and hold or grow current margins because lets face it, this is a pretty big market. If China success can translate to rest of Asia, the population size is 4x higher and therefore plenty of growth opportunities.