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Australia · Company Research

A2 Milk’s China opportunity is widening. So are the execution risks

The a2 Milk Company (ASX:A2M) is no longer asking investors to look only at infant formula. That is still the core business. It remains the profit engine, the…

Australia · Company Research

James Hardie has stopped being a fibre cement story

James Hardie Industries plc (ASX:JHX, NYSE:JHX) is no longer a clean fibre cement story. That may be the most important point for investors trying to read the stock…

Australia · Company Research

Eminence Minerals and the Next Test at Campo Grande

Maps can make an early-stage explorer look busy. Drill holes decide whether the story has a second act. That is the position now facing Eminence Minerals Ltd (ASX:EMA),…