FNArena Windows

Brokers consider now is an opportune time for investors to take advantage of a2 Milk as the business redoubles its momentum.

Heightened costs in transitioning the Mondelez Grocery business have muddied the outlook for Bega Cheese in FY18/19.

The a2 Milk Co has impressed brokers with its substantial revenue and profit growth at the start of FY18, although projections are considered largely factored in to the stock.

Brokers assess the outlook for Synlait Milk, which has had a strong run up in its shares on the strength of its relationship with a2 Milk.

A2 Milk is becoming a global nutritional dairy provider and increased production, stillt barely keeping up with orders, is considered a sign of unrelenting demand.

Dairy co-operative MG Unit Trust will undertake a comprehensive strategic review, acknowledging its recent performance has been unacceptable. This adds another layer of uncertainty to the outlook, brokers suggest.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The share price of Bellamy’s Australia surged 31% recently after a competitor sparked an optimistic outlook. Bell Potter does not believe the outlook can be extrapolated.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Goldman Sachs has updated on Bellamy’s with (probably) the most bearish assessment available in the local market.