A2M 盈利预测提高

zxy1234

ATM / ANNOUNCEMENTS
The a2 Milk Company updates FY16 forecast
8:32am, 18 Dec 2015 | FORECAST
18 December 2015
NZX/ASX Market Release
The a2 Milk Company updates FY16 forecast

The a2 Milk Company Limited (the “Company”) advised at the time of its Annual Meeting on 17 November 2015 that, given the favourable trading performance during the first four months for its a2 Platinum® infant formula products, Group revenue was forecast to grow to $285 million and Group operating EBITDA to $22 million in the 2016 financial year.

The Company experienced a significant uplift in sales of infant formula in the month of November, exceeding the sales projected at the time of the previous forecast. This is expected to continue in the month of December. We now expect sales of a2 Platinum® to be approximately $68 million for the six months to 31 December 2015.

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 year .

The changing and dynamic nature of the infant formula markets in both Australia and China continues to make forecasting challenging. The Company will continue to monitor its performance and provide further commentary with the release of the first half trading results in February.

The Company’s Managing Director & CEO Mr Geoffrey Babidge said, “the infant formula market in Australia is rapidly evolving and experiencing significant growth. The Company has recently increased the supply of a2 Platinum® infant formula to our customers however we continue to experience a level of out of stocks on shelf. The strong trading performance advised today provides further evidence of the increasing appeal of the a2 Platinum® brand in Australia and China and the growth potential in additional markets in the future”.

For more information:
Geoffrey Babidge
Managing Director & CEO
The a2 Milk Company Limited
+61 2 9697 7000

zxy1234

由于a2m and atm dual listing, 请教 PE price/earning 怎么算啊

cppbug

今天股价又要飞了

jackee

不能同意更多 今天要飞

mileswu2000

不多啊

katysail

新西兰开盘飞了23%！！！

lzhwl100

哈哈哈，飞啦

cppbug

看来今天没机会加仓了

cppbug

每次都是在调高盈利预期的时候加仓，今天看能不能在1.05以下加到

wanghui1015

1.30 today

wanghui1015

cppbug 发表于 2015-12-18 08:41
每次都是在调高盈利预期的时候加仓，今天看能不能在1.05以下加到

open should above 1.2

175678526

1.11高位加的仓。终于可以解套了。谢谢楼主分享

找回PIN

A2市场份额上个月已经超过了贝拉米，股价起飞是早晚的事情。

找回PIN

哎，还是买太少啦！！！！！！:curse:

katysail

175678526 发表于 2015-12-18 08:43
1.11高位加的仓。终于可以解套了。谢谢楼主分享

握手

cppbug

wanghui1015 发表于 2015-12-18 08:43
open should above 1.2

Oh, no. 以我的经验站稳1.2会有反复，所以可以不用那么急，目前看来能在1.15以下加到就还不错

zxy1234

All money in

wanghui1015

cppbug 发表于 2015-12-18 08:46
Oh, no. 以我的经验站稳1.2会有反复，所以可以不用那么急，目前看来能在1.15以下加到就还不错 ...

I bet you know A2 Milk is listed in New Zealand too. The same company dual listed. So you can have a close look at how the market react in New Zealand given there is 2 hours difference.

have a look at NZX.com

wanghui1015

找回PIN 发表于 2015-12-18 08:45
哎，还是买太少啦！！！！！！:curse:

I bet you will say so.

cppbug

wanghui1015 发表于 2015-12-18 08:50
I bet you know A2 Milk is listed in New Zealand too. The same company dual listed. So you can have ...

知道，但是如果观察他之前的走势，每次都是在有消息的时候股价一个飞跃，但又会回調横盘一段时间，所以我感觉他会回道1.2以下等待下一次飞跃

找回PIN

wanghui1015 发表于 2015-12-18 08:50
I bet you will say so.

都是因为银行股套着，不然我就都买A2了

vivicoly

v开心啦

lzhwl100

我满仓杀入

鄭森

前几天减了一点。有点可惜。但是我还是要又劝大家，不能太集中一只股票

cppbug

鄭森 发表于 2015-12-18 08:58
前几天减了一点。有点可惜。但是我还是要又劝大家，不能太集中一只股票

同意你说的，但屌丝想改变命运必须得孤注一掷，咋整:)

louisliuau

昨天心情不好，差点卖了

Suminmin

前几天差点卖了，还好. 8成仓位

ZxxxxZ

shichuangshen

zxy1234 发表于 2015-12-18 07:29
由于a2m and atm dual listing, 请教 PE price/earning 怎么算啊

其实公司计价都是按NZD的，这就是为什么一直有汇兑损失，所以在年报里找总发行股数，然后算出EPS，然后在两个市场分别算P/E  记得上次盈利预期的时候算出来P/E是30几倍。
如果有误请指正。

dragonballz

175678526 发表于 2015-12-18 08:43
1.11高位加的仓。终于可以解套了。谢谢楼主分享

My 1st one @1.05, 2nd one @ 0.99; finally it will take off