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14/03/18
14:30
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Originally posted by sandy68
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When you see every single broker putting out a buy upgrade, stocks are meant to be taken seriously as brokers take final years of forecasting conservatively, which means that any uplift in earnings will be met with a stock price rerate. Dividend also plays a role in future financial performance. Less the better. Unlike many companies out there, BAL and A2M have real revenues, real earnings, real game plan and a trustable brand which has been built over a 10 year period.
At a macro-level, 1 child policy ending, consolidation of brands to only about 300 from 2000 previously, licensing, 0% tariffs on infant formulas as part of CHAFTA, a possible trade war with the US and a non-existent European Union free-trade agreement only points towards one thing for these two brands.
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I think people might be better aware that a possibility of trade war and the influences
What if US forces australia and nz stand on their side, and causes China put tariff on milk brands.
Just saying