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The a2 Milk Coy (ATM.NZ)

A2 revises its FY21 guidance > It’s all about the Daigou!

Frida Wang

Head of China Research

Blackmores Limited (BKL)

Select Equities revises its forecasts following a review of company performance > Start of a new growth journey?

Frida Wang

Head of China Research

Synlait Milk Ltd (SML.NZ)

Synlait (SM1) announces a capital raise and updated guidance > Where is the short term cataylst

Ryan Wong | Frida Wang

Institutional Analyst

The a2 Milk Coy (ATM.NZ)

Select Equities analyses current market dynamics and the likely ST implications > Channel margins need to be fixed

Frida Wang | Ryan Wong

Head of China Research

Clover Corporation Ltd (CLV)

CLV releases its FY20 result > ST uncertainty does not change the future growth pipeline

Frida Wang | Ryan Wong

Head of China Research

On The Brink

Unpacking the Fed’s thought process > What this means for Value

Tony Brinker

Institutional Equity Research

Bega Cheese Limited (BGA)

BGA FY20 result analysis > Can COVID keep a good food company down

Mark Topy | Ryan Wong

Institutional Research

Blackmores Limited (BKL)

BKL releases its FY20 result > Business turnaround is on the way

Frida Wang | Ryan Wong

Head of China Research

On The Brink

US housing rates versus bond rates > A story of Value?

Tony Brinker

Institutional Equity Research

The a2 Milk Coy (ATM.NZ)

A2 releases its FY20 result > Channel shift uncertainty remains into 1Q21

Frida Wang | Ryan Wong

Head of China Research

China Research

Getting on with business…

Frida Wang | Ryan Wong
On the Brink

The Roaring Twenties

Tony Brinker
On the Brink

A review of REITs

Tony Brinker
On the Brink

Did Joe get lucky

Tony Brinker
China Research

October 2020 tracking data

Frida Wang | Ryan Wong
China Research

Select Equities – Doing Business in China Investor Conference – Chart Pack

Frida Wang | Ryan Wong | Mark Topy | Peter Meichelboeck
China Research

IMF industry: pricing war returns

Frida Wang | Ryan Wong
On the Brink

Is the inflation genie about to leave the bottle?

Tony Brinker
China Research

Critical juncture for key brands

Frida Wang | Ryan Wong
On the Brink

Is China’s recovery real – and what this means for earnings and equities

Tony Brinker
On the Brink

Are bond yields done – US activity is the key

Tony Brinker
China Research

A softer start to the new financial year…

Frida Wang

Maggie Beer (MBH) – Forecast Revision

Mark Topy

Pro Medicus (PME) – Forecast Revision

Peter Meichelboeck

Bega Cheese (BGA) – Stock Update

Mark Topy

Select Harvests (SHV) – Stock Update

Mark Topy

United Malt (UMG) – Result Update

Mark Topy

Ausnutria (1717.HK) – Trading Update

Mark Topy

Select Harvests (SHV) – Stock Update

Mark Topy

McPherson’s (MCP) – Trading Update

Frida Wang

Clover Corp (CLV) – Trading Update

Frida Wang

Synlait Milk (SML.NZ) – Result Update

Ryan Wong

RedHill Education (RDH) – Result Update

Peter Meichelboeck

Maggie Beer (MBH) – Result Update

Mark Topy

Pro Medicus (PME) – Result Update

Peter Meichelboeck

Select Equities is an independently owned, research driven Australian institutional stockbroker. The firm was established in 2002, and is rated highly by its clients and peers for its skills, experience and integrity.

The company conducts high quality, differentiated research on a broad selection of ASX and regionally listed stocks, and is constantly searching for new opportunities to add alpha to its clients’ portfolios.

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