a2 Milk Bull Keeps Faith Despite Uncertainty -- Market Talk

Dow Jones

Jul 28, 2025

0132 GMT - a2 Milk keeps its bull at Macquarie despite a number of uncertainties. Ongoing growth in Chinese sales of English-labeled infant formula, potential benefits from strategic supply chain investment, and the chance of additional capital returns are among the factors sustaining the stock's continued outperform rating from Macquarie analysts. They acknowledge worries including on softening export data and modest ingredient cost pressure, but still see value. They write in a note that they are more conservative than consensus on fiscal 2026 revenue growth forecasts, but slightly more optimistic on earnings margins. Macquarie lifts its target price 5.7% to A$8.30. Shares are up 1.2% at A$8.015. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

July 27, 2025 21:32 ET (01:32 GMT)

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Ongoing growth in Chinese sales of English-labeled infant formula, potential benefits from strategic supply chain investment, and the chance of additional capital returns are among the factors sustaining the stock's continued outperform rating from Macquarie analysts. They acknowledge worries including on softening export data and modest ingredient cost pressure, but still see value. They write in a note that they are more conservative than consensus on fiscal 2026 revenue growth forecasts, but slightly more optimistic on earnings margins. Macquarie lifts its target price 5.7% to A$8.30. Shares are up 1.2% at A$8.015. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 27, 2025 21:32 ET (01:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>a2 Milk Bull Keeps Faith Despite Uncertainty -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\na2 Milk Bull Keeps Faith Despite Uncertainty -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-28 09:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0132 GMT - a2 Milk keeps its bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> despite a number of uncertainties. Ongoing growth in Chinese sales of English-labeled infant formula, potential benefits from strategic supply chain investment, and the chance of additional capital returns are among the factors sustaining the stock's continued outperform rating from Macquarie analysts. They acknowledge worries including on softening export data and modest ingredient cost pressure, but still see value. They write in a note that they are more conservative than consensus on fiscal 2026 revenue growth forecasts, but slightly more optimistic on earnings margins. Macquarie lifts its target price 5.7% to A$8.30. Shares are up 1.2% at A$8.015. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 27, 2025 21:32 ET (01:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ATM.NZ","symbol_name":"The a2 Milk Company Limited Ordinary Shares","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2554747791","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2554747791","pubTimestamp":1753666320,"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":"0132 GMT - a2 Milk keeps its bull at Macquarie despite a number of uncertainties. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ATM.NZ":"The a2 Milk Company Limited Ordinary Shares","A2M.AU":"A2 MILK CO LTD"},"translate_title":"尽管存在不确定性，a2奶牛仍保持信心——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"A2M.AU":0.9,"ATM.NZ":0.9},"content_text":"0132 GMT - a2 Milk keeps its bull at Macquarie despite a number of uncertainties. Ongoing growth in Chinese sales of English-labeled infant formula, potential benefits from strategic supply chain investment, and the chance of additional capital returns are among the factors sustaining the stock's continued outperform rating from Macquarie analysts. They acknowledge worries including on softening export data and modest ingredient cost pressure, but still see value. They write in a note that they are more conservative than consensus on fiscal 2026 revenue growth forecasts, but slightly more optimistic on earnings margins. Macquarie lifts its target price 5.7% to A$8.30. Shares are up 1.2% at A$8.015. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 27, 2025 21:32 ET (01:32 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":"0","news_tag":"express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}