A2M半年财报概要

mileswu2000

Overview - financial results for the 6 months ended 31 December 2015 (NZ$m)
 Total revenue of $139.1 million, an increase of 86% over the prior corresponding period (pcp)
 Substantial growth in sales of a2 Platinum® infant formula across Australia and New Zealand (ANZ) and China with total revenue of $73.9 million, up 340% on pcp. This compares with previously advised sales
for the four months to 31 October 2015 of $38.0 million
 Net profit after tax of $10.1 million, compared to $0.1 million in pcp
 Group operating EBITDA1 of $18.7 million, representing a 472%2 increase on pcp. This result includes
expensing establishment costs in the USA and UK markets of $8.1 million, record operating performance
in ANZ and significant growth in China
 Increased fresh milk performance in Australia with sales up 5% in AUD over the pcp
 Accordingly, the full year forecast has been revised upward with Group revenue in the range of $335
million to $350 million and Group operating EBITDA forecast to be in the range of $45 million to $49 million


数据是纽币

cherenlin

mileswu2000

https://www.nzx.com/companies/ATM/announcements/277747

链接

悉尼屌丝

看来数据不如预期那么惊艳，今天大家要跑路吗

mileswu2000

悉尼屌丝 发表于 2016-2-17 06:57
看来数据不如预期那么惊艳，今天大家要跑路吗

你要多惊艳啊？

Utopia88

悉尼屌丝 发表于 2016-2-17 06:57
看来数据不如预期那么惊艳，今天大家要跑路吗

我記得你，你不是坐等1.3嗎？最後多少塊進了？

悉尼屌丝

Utopia88 发表于 2016-2-17 07:04
我記得你，你不是坐等1.3嗎？最後多少塊進了？

1.55进了10万，昨天跑了2/3，剩下的打算今天走

fallingcat

果然翻身做大奶了

zxy1234

悉尼屌丝 发表于 2016-2-17 07:09
1.55进了10万，昨天跑了2/3，剩下的打算今天走

过几天你又要买入了

悉尼屌丝

zxy1234 发表于 2016-2-17 07:13
过几天你又要买入了

是的，继续等1.3

leslie1207

个人感觉npat略不理想，但full year forecast稍好，基本不功不过吧，看市场怎么解读了～

Bobby_lee

:) 還不錯

thinkriver

上次update是：$300 million to $315 million, and Group operating EBITDA in the range of $33 million to $37 million for the 2016 financial year .


这次half year是：Group revenue in the range of $335
million to $350 million and Group operating EBITDA forecast to be in the range of $45 million to $49 million


天猫数据显示a2是品牌销量前三。

英国市场
The UK business is on track to achieve monthly breakeven by year end

jack0083

The Company previously advised that Group revenue was forecast to grow to $267 million and Group operating
EBITDA1
to $12 million in the 2016 financial year. Based on current trading trends, the Company has determined
it appropriate to revise its full year outlook upwards, and is now forecasting Group revenue of $285 million, and
Group operating EBITDA of $22 million2
.
Based on the current trading trends, the Company has determined it appropriate to further revise its full year
outlook upwards. The Company is now forecasting Group revenue in the range of $300 million to $315 million,
and Group operating EBITDA in the range of $33 million to $37 million for the 2016 financial year2
.
分别是11和12月的forecast 。

dragonballz

今天要回$2了

louisliuau

这数据还不惊艳。赚了这么多钱。

owenowen17

追涨吗？

七叶

这数据还不惊艳还要怎么惊艳？

cherry85624

怪不得你们挣钱 这大早晨就都看好了 坚定持股 等今天好戏

mileswu2000

感觉还可以 但今天估计很多散户要套利的

zxy1234

悉尼屌丝 发表于 2016-2-17 07:14
是的，继续等1.3

2.3吧

liangpi1234

不给分红？

katysail

这么惊艳还不惊艳，我都是怀着无比激动的心情看完了公告 这不是a2第一次盈利吗 没有负债 cash at bank那么多 还要怎样

bigniqiu

感谢楼主一大早做的总结。特别喜欢看到论坛内这些有用的信息，和客观的评价。最讨厌没理由的瞎歪歪！这才是论坛吸引人的地方。楼主辛苦了！

jack0083

NZ ATM
ATM
$2.510
$0.480 / 23.65%
52 Week Change:
$1.892 / 247.482%
看来财报还是被认可的

中间人

大家都不和BAL比一比的吗?

BAL半年EBIT19m，auditing一下降一点，那和A2M应该差不多，那是不是市场总值两公司应该差不多呢？但现在的估价A2M要高于BAL10%

hongcc007

[quote]mileswu2000 发表于 2016-2-17 07:02
你要多惊艳啊？

hongcc007

katysail 发表于 2016-2-17 08:15
这么惊艳还不惊艳，我都是怀着无比激动的心情看完了公告 这不是a2第一次盈利吗 没有负债 cash at bank那么 ...

楼上的根本没有看懂英语 大家忽略他吧

wanghui1015

二奶肯定上位当奶粉股的正房了

victorvic

几年后a2有没有把bal收购的能力？