Dairy Industry

Re: Dairy Industry

Postby eauyong » Thu Apr 30, 2015 12:06 pm

Fonterra optimistic on dairy prices

FXStreet (Bali) - NZ Fonterra Group Ltd. remains optimistic on the prospects of dairy prices going forward, according to its chief financial officer Lukas Paravici, cited by the WSJ.

“We are very bullish. Clearly, the fundamentals are very positive in terms of long-term protein needs and supply, and not just for China but also India, Africa, South East Asia.”

I think we have seen a turnaround, but the question is when it will trend upwards" Paravici added. In the short term though Mr. Paravicini admits that farmers would still face tough conditions.

Source: FXStreet
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Re: Dairy Industry

Postby winston » Wed May 27, 2015 4:30 pm

BofA ML Latest Ratings/TPs for Chinese Dairy Stocks (Table)

Bank of America Merrill Lynch in a report listed out its latest investment ratings and target prices for Chinese Dairy Stocks.

Stock / Investment Rating / Target Price
Yili (600887.SH) / Initiated Buy / RMB50
BIOSTIME (01112.HK) +1.600 (+5.096%) Short selling $913.35K; Ratio 3.286% / Buy / HK$43.5->HK$39.5
MENGNIU DAIRY (02319.HK) +0.050 (+0.112%) Short selling $30.89M; Ratio 19.167% / Buy / HK$48
CH MODERN D (01117.HK) +0.040 (+1.250%) Short selling $1.39M; Ratio 4.335% / Buy / HK$3.6

Source: AAStocks Financial News
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Re: Dairy Industry

Postby winston » Fri Jul 03, 2015 7:04 am

The U.S. Is Producing a Record Amount of Milk and Dumping the Leftovers

by Lydia Mulvany

http://www.bloomberg.com/news/articles/ ... 070215_BIZ
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Re: Dairy Industry

Postby winston » Mon Nov 02, 2015 3:34 pm

<Research Report>UBS Expects Oversupply in China's Dairy Sector Unlikely To Be Reversed by Two-Child Policy

UBS, in its report, stated that China announced the complete removal of one-child policy on 29 October. However, such decision was not rolled out for the first time.

Since 2014, couples with one parent as the only child have been allowed to have two children. It is estimated that the new policy will bring roughly 3 million to 5 million incremental increase in births per year but the results far missed expectations eventually.

According to the on-site study, China's dairy firms still faced harsh competitions in the third quarter, resulting in more aggressive promotion activities.

Due to the oversupply, the domestic raw milk prices are estimated to further fall to RMB2.5 per litre.

Given the weak results announced by major dairy companies, the broker saw further downside risk in the industry, which could hardly be offset by the two-child policy.

The broker maintained MENGNIU DAIRY (02319.HK) and YASHILI INT'L (01230.HK) at Neutral.

HUISHAN DAIRY (06863.HK), CH MODERN D (01117.HK) and WANT WANT CHINA (00151.HK) were all rated at Sell.

Source: AAStocks Financial News
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Australia 02 (Jan 11 - Dec 15)

Postby behappyalways » Wed Nov 11, 2015 9:53 am

Bellamy's says sorry for Australian baby milk shortage
http://www.bbc.com/news/business-34773537
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Re: Australia 02 (Jan 11 - Dec 15)

Postby behappyalways » Wed Nov 11, 2015 2:55 pm

四人掃光超巿奶粉
澳洲人憤怒了
http://hk.apple.nextmedia.com/internati ... 1445913665

behappyalways wrote:Bellamy's says sorry for Australian baby milk shortage
http://www.bbc.com/news/business-34773537
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Re: Dairy Industry

Postby winston » Thu May 19, 2016 7:22 pm

America’s Huge Cheese Surplus—What to Do With 1.19 Billion Pounds of Cheese

By Giuliana Manca

Source: Epoch Times

http://www.theepochtimes.com/n3/2069335 ... of-cheese/
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Re: Dairy Industry

Postby winston » Wed Jun 08, 2016 9:14 am

China: Low raw milk prices to benefit downstream

We attended the 7th China Dairy Conference in Qingdao and talked to industry experts and representatives from different dairy companies.

Low raw milk prices are expected to persist, which will negatively impact upstream dairy farms, but benefit downstream players.

Despite implementation of the new policy on reconstituted milk, we have yet to see effective execution and believe tough times will persist for dairy farmers.

Maintain Add on Mengniu and Yashili despite Underweight for consumer staples.

Source: CIMB

https://brokingrfs.cimb.com/ofHP4Za5WLz ... qVeMA2.pdf
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Re: Dairy Industry

Postby winston » Mon Sep 12, 2016 8:58 am

How to Respond to the Latest Resource Glut

by Alexander Moschina


Americans have a voracious appetite for cheese. According to USDA data, we eat around 35 pounds of it each year. Per person. And that number has increased 43.5% since 1990.

To accomadate growing demand, cheese production had to rise as well. Today, U.S. farms produce nearly 12 billion pounds of cheese each year. That’s up 95% from what we were producing 26 years ago.

Again, that’s a 43.5% increase in demand. And a 95% increase in production.

If you’ve taken even one rudimentary math course, you should be able to spot the issue here.

This massive imbalance has led to a surplus of U.S. cheese that’s at a 30-year high. We’re resting on more than 1.2 billion pounds of it.


Source: Investment U

http://www.investmentu.com/article/deta ... 9X9Jfp96M8
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Re: Dairy Industry

Postby winston » Fri Dec 16, 2016 9:06 pm

The milk gambit: Australian udder to Chinese glass in three days

Betting big on China's thirst for clean milk

By Clyde Russell

Lu Xianfeng paid A$280 million ($209 million) earlier this year to buy Van Dieman's Land Co (VDL), Australia's largest dairy, located on the windswept northwest coast of the southern island state of Tasmania.

This was viewed as a top price for the 17,000 hectare property, but Lu, who built his fortune after founding sun-shade textile maker Ningbo Xianfeng New Material Co, had a bigger vision for the company beyond merely being a supplier of milk to local processors to make cheese and other dairy products.

That vision became a little clearer on Nov. 25 when Lu's company announced plans to airfreight 50,000 litres of fresh milk a week from Tasmania's major city Hobart straight to Ningbo, the second-largest city in China's populous Zhejiang province.


The ultimate aim is for several flights a week using a bigger Boeing 747 freighter that will carry not only milk, but also other fresh Tasmanian products such as salmon and abalone.


The price per liter in Ningbo will be between A$10 and A$15 a liter.

Milk in Tasmanian supermarkets currently sells for about A$1 (75 U.S. cents) a liter


Source: Reuters

http://www.reuters.com/article/us-colum ... News%20Now
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