没有消息出来怎么突然暴涨5%?
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Investors have been snapping up the company’s shares this morning after a2 Milk Company was the subject of a positive broker note out of UBS.
According to the note, UBS has upgraded a2 Milk Company’s shares from a neutral rating to buy with an increased price target of NZ$17.50 (A$16.68).
This equates to potential upside of almost 10% for its shares over the next 12 months even after factoring in today’s solid gain.
UBS is bullish on the company due to its strong position in the world’s largest infant milk formula market – China.
Whilst the broker does believe there are downside risks such as regulation and changes to e-commerce laws in China, it believes the company is well-placed to mitigate the risks and sees significant growth potential in the country given its premium and differentiated brand.
UBS isn’t the only broker that is positive on a2 Milk Company right now.
Goldman Sachs has added the company to its conviction buy list with a price target of A$17.40.
According to the note, its analysts believe the company’s shares are attractively priced given its long term growth potential. It expects a2 Milk to grow its earnings by a CAGR of 25% between FY 2019 and FY 2021.
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赶紧出手一些
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感谢分享
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大佬一出手,GS也调整target price了
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UBS 昨晚 零售业分析师BEN GILBERT 发报告 upgrade from Neutral to Buy target price NZ$17.5
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Ben 估计8月年报数据 会比市场consensus 表现好
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https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12248401
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感谢大神们指点,消息太灵通啦
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下载个asx的app,把你想看的股票关注起来,就会收到消息推送的。
刚刚推送的是今天UBS又增持了一些
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UBS自己也是A2 substantial holder.这样也可以?
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悼念一下我一不小心放手的A2股票。。。
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关注挺久了,还真没下过asx的app。感谢分享!
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没亏就是赚,股票不能强求,落袋为安
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谢谢。我就是一不小心亏大了
不过我也认命了
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如果今天大涨单纯因为ubs的broker report的话,未必能持久。ubs这方面是出了名不要脸,今天推上去明天砸下来都有可能。
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ubs刮a2好多次了吧
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是啊 UBS 怎么上蹿下跳的, 一会儿买一会儿卖的。。。
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UBS 的推荐是基于他们到中国的调查,这个和GS,Macquarie bank的估值差不多。不过ubs经常short或者long来赚短期波动的钱。过几天看看citi和BP的报告今年的业绩就八九不离十啦
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基本每次A2暴跌都有ubs大量减持,长期就是A2死空吧。
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UBS 这个仓位是 BROKER 仓位。
UBS 是投行股票经纪业务, 基金公司/institutional investors 通过UBS (broker)所持仓位,比如retail investor 是通过 commsec(broker) 持仓一样。
UBS asset management 才是UBS 的仓位,不过这个基金业务去年年底(或是今年年初记不太清楚了)已经卖掉/外包掉给别的基金公司了。
有用请加分哈,天太冷,期待换新鞋....
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broker 客户的持仓不计算在substantial holding里的。都是ubs旗下自己的各种基金才算。
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刚看了下 A2M 10/07/2019 7:06 PM的 filing
这个给的是group的 number. 其中有broker and fund manager.
估计是我上个帖子说的不够清楚, UBS出股票研究报告的部门 是UBS broker 部门。
我主要想说的是: UBS fund manager 部门的holding 才是UBS 自己真金白银买的。
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UBS基本是一路看空A2,这次狂涨跟它忽然转性推荐buy也有关系。
如果这两天没有真正有意义的update出来,估计股价还是会回到14-15区间。
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过两天没准又出个ceasing的公告。
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谢谢分享
我觉得ubs时出时进,还是要看a2上年度本身业绩如何
9月就要出报表啦
我的sm1希望也可以解套。。。
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不用到九月,很快update就会出来啦
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是八月出年报吗?
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还是在涨,等报表
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每天都涨一点
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