A2M 带头打响中澳关系新篇章

Cathy_3258

开局10%，看看今天能跌多少

划划重点

In that statement, we noted that for FY21 there continues to be uncertainty resulting from COVID-19 and the potential for moderation of economic activity and that this could have various impacts, including on participants within the supply chain.

We have also previously advised of a number of issues being experienced relating to our infant nutrition business as a result of COVID-19. This included the flow-on effect of pantry destocking continuing into FY21 following the strong sales uplift in 3Q20 and lower than anticipated sales to retail daigous in Australia, due to reduced tourism from China and international student numbers.

As a result of all these issues, we are now witnessing a contraction in the daigou channel beyond our previous expectations and without the replenishment orders that would typically be anticipated at this point.

This disruption in the daigou channel is impacting our September sales and it is currently anticipated that this will continue for the remainder of the first half of FY21. Sales in the daigou channel represent a significant proportion of infant formula sales in our Australia & New Zealand (ANZ) business and, as such, we now expect ANZ revenue to be materially below plan for the first half.

htche1

新西兰的牌子 怎么说也得是中新关系

啤酒肚

应该是和今天出的2021预期有关系吧？

shanebryne

论代购的重要性

michelle329

关注

jxs_au

什么消息。

ywolf

shanebryne 发表于 2020-9-28 10:35
论代购的重要性

"This disruption in the daigou channel is impacting our September sales and it is currently anticipated
that this will continue for the remainder of the first half of FY21. Sales in the daigou channel represent
a significant proportion of infant formula sales in our Australia & New Zealand (ANZ) business and, as
such, we now expect ANZ revenue to be materially below plan for the first half. "

shawn_yxt

楼主想太多了， A2很快要去代购化，注重线下和国内网购。只能说，代购这个行业即将夕阳化

shanebryne

ywolf 发表于 2020-9-28 10:40
"This disruption in the daigou channel is impacting our September sales and it is currently antici ...

印证了星星之火可以燎原，BLK已经一蹶不振，A2M这倒霉催的，流年不利

czy1024

a2m  一直涨...  也该跌了

iamyi

今天收绿

风口上的猪

shawn_yxt 发表于 2020-9-28 10:41
楼主想太多了， A2很快要去代购化，注重线下和国内网购。只能说，代购这个行业即将夕阳化 ...

踢出代购，这不是自废武功

Cathy_3258

shawn_yxt 发表于 2020-9-28 10:41
楼主想太多了， A2很快要去代购化，注重线下和国内网购。只能说，代购这个行业即将夕阳化 ...

去代购？A2这是要自寻死路了？看看当年blackmores想要去代购的下场，不让中间商赚差价中间商就让你死

shawn_yxt

风口上的猪 发表于 2020-9-28 10:56
踢出代购，这不是自废武功

a2很明显从去年开始就布局国内线下和线上，就是怕代购哪一天不行了，减小风险。比如以前代购占销售30%,现在没准想控制在5%左右（举个例子）

啤酒肚

ywolf 发表于 2020-9-28 10:40
"This disruption in the daigou channel is impacting our September sales and it is currently antici ...

如果真是代购因为封城的影响。希望是暂时的。

shawn_yxt

Cathy_3258 发表于 2020-9-28 11:03
去代购？A2这是要自寻死路了？看看当年blackmores想要去代购的下场，不让中间商赚差价中间商就让你死 ...

如果整个代购行业都往下走，那问题就不是A2想不想去代购化了，市场决定代购规模将转向国内线上线下模式

shawn_yxt

Cathy_3258 发表于 2020-9-28 11:03
去代购？A2这是要自寻死路了？看看当年blackmores想要去代购的下场，不让中间商赚差价中间商就让你死 ...

还有就是相比三四年前，如今代购行业已经明显萎缩，看看代购店生意就知道了，这已经不是中间商让不让你去死的问题，中间商现在销售额相比几年前也明显下降

firststeps

好奶不留外人嘴

picotcr

关注

82and42

跌穿365日平均线（15.65），2018下来碰一下就弹上去。2019年短期呆在下面2个月就重新上去。这一次嘛，会如何？

Cathy_3258

82and42 发表于 2020-9-28 11:32
跌穿365日平均线（15.65），2018下来碰一下就弹上去。2019年短期呆在下面2个月就重新上去。这一次嘛，会如 ...

我觉得要看澳洲什么时候解封了

Z80CPU

关注

Melangel2015

同关注

cathyqk

htche1 发表于 2020-9-28 10:33
新西兰的牌子 怎么说也得是中新关系

A2如果只在新西兰上市只在新西兰和中国卖现在股价不超过15块新西兰元。

htche1

cathyqk 发表于 2020-9-28 12:36
A2如果只在新西兰上市只在新西兰和中国卖现在股价不超过15块新西兰元。

还是没搞懂a2m和中澳关系有什么必然联系 a2m在澳洲销售全财年占比是多少

cathyqk

htche1 发表于 2020-9-28 12:42
还是没搞懂a2m和中澳关系有什么必然联系 a2m在澳洲销售全财年占比是多少

它在澳洲上市自然就是打击目标，另外中新关系本身也不怎么样。

Cathy_3258

htche1 发表于 2020-9-28 12:42
还是没搞懂a2m和中澳关系有什么必然联系 a2m在澳洲销售全财年占比是多少

没看见我贴的新闻吗 留学生都不来了 代购腰斩 中国的厂也是预期下降 你觉得有联系吗 当然你可以说都是厉害国的锅

aulin

和中澳关系无关，还是A2本身发展遇到瓶颈期。除非有个有战略眼光的ceo带领公司进入下一阶段，可惜最近找了一个卖内衣的，所以我看悬。

小短睫毛

aulin 发表于 2020-9-28 13:33
和中澳关系无关，还是A2本身发展遇到瓶颈期。除非有个有战略眼光的ceo带领公司进入下一阶段，可惜最近找了 ...

或许分红还能吸引一部分长期投资的。

吉小米@悉尼

a2现在的问题是咋么把它那么多的现金变成回报