Bull Sees China Headwinds Fade With a2 Milk's Gains -- Market Talk

Dow Jones

2025/02/18

0240 GMT - The a2 Milk Company's bull at Citi sees the infant-formula maker's December-half result as more evidence that headwinds in China against overseas providers have dissipated. Gone are the days in which market-share gains are dominated by domestic brands, analyst Sam Teeger says. Reiterating his buy recommendation, Teeger tells clients in a note that a2 Milk is the third highest market-share gainer in China, trailing Nestle and China's Yili. Three of the top five brands are now from outside China, he observes. He sees a2 Milk gearing up for a strong fiscal 2026, with share-price catalysts including potential government stimulus, supply chain acquisitions, and capital management. Citi raises its target price 12% to A$8.20. Shares are up 2.7% at A$7.315. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 17, 2025 21:40 ET (02:40 GMT)

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Gone are the days in which market-share gains are dominated by domestic brands, analyst Sam Teeger says. Reiterating his buy recommendation, Teeger tells clients in a note that a2 Milk is the third highest market-share gainer in China, trailing Nestle and China's Yili. Three of the top five brands are now from outside China, he observes. He sees a2 Milk gearing up for a strong fiscal 2026, with share-price catalysts including potential government stimulus, supply chain acquisitions, and capital management. Citi raises its target price 12% to A$8.20. Shares are up 2.7% at A$7.315. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2025 21:40 ET (02:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"A2M.AU","symbol_name":"A2 MILK CO LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512901038","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512901038","pubTimestamp":1739846400,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0240 GMT - The a2 Milk Company's bull at Citi sees the infant-formula maker's December-half result as more evidence that headwinds in China against overseas providers have dissipated. Gone are the days in which market-share gains are dominated by domestic brands, analyst Sam Teeger says. Reiterating his buy recommendation, Teeger tells clients in a note that a2 Milk is the third highest market-share gainer in China, trailing Nestle and China's Yili. Three of the top five brands are now from outside China, he observes. He sees a2 Milk gearing up for a strong fiscal 2026, with share-price catalysts including potential government stimulus, supply chain acquisitions, and capital management. Citi raises its target price 12% to A$8.20. Shares are up 2.7% at A$7.315. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"A2M.AU":"A2 MILK CO LTD","BK7505":"食品股","BK7141":"包装食品与肉类"},"translate_title":"牛市认为中国的阻力随着a2牛奶的上涨而消退——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"A2M.AU":0.9},"content_text":"0240 GMT - The a2 Milk Company's bull at Citi sees the infant-formula maker's December-half result as more evidence that headwinds in China against overseas providers have dissipated. Gone are the days in which market-share gains are dominated by domestic brands, analyst Sam Teeger says. Reiterating his buy recommendation, Teeger tells clients in a note that a2 Milk is the third highest market-share gainer in China, trailing Nestle and China's Yili. Three of the top five brands are now from outside China, he observes. He sees a2 Milk gearing up for a strong fiscal 2026, with share-price catalysts including potential government stimulus, supply chain acquisitions, and capital management. Citi raises its target price 12% to A$8.20. Shares are up 2.7% at A$7.315. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 17, 2025 21:40 ET (02:40 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}