A2 Milk – 1H21 Earnings

Posted on | by Leon Hinde

The A2 Milk Company is under Algo Engine buy conditions and has been among the worst-performing stocks within our ASX 100 model portfolio.

Downgrade to earnings as a result of the impact on the Daigou channel sales into China has resulted in EPS likely to be down 32%.

The market is not expecting any further negative surprises, as the company last provided an update in December. 1H21 results to be announced on 25th February 2021.

Amazon – Up 88%

Posted on | by Leon Hinde

AMZN:NAS is under Algo Engine buy conditions and is up 88% since being added to our US S&P100 model portfolio on 1/8/2019.

For the December quarter, AMZN posted record revenues of more than $125B, up a whopping 44% on the same time last year. AWS, (cloud services), had net sales of $12.7B with an operating income of $3.6B, more than half of the firm’s overall operating income.

China New Economy ETF

Posted on | by Leon Hinde

VanEck Vectors China New Economy is under Algo Engine buy conditions and is a current holding in our “ASX All ETF” model.

CNEW seeks to provide investors with access to a portfolio of the most fundamentally sound companies with the best growth prospects in the consumer discretionary, consumer staples, healthcare, and technology sectors that are domiciled and listed in Mainland China.

Amcor -Strong First Half

Posted on | by Craig

Amcor is under Algo Engine buy conditions and is an overweight holding in our models.

  1. Strong first half result ahead of expectations
  2. Raised guidance for fiscal 2021 EPS growth to 10-14%
  3. Increased dividend and additional share repurchases
  4. The Amcor investment case has never been stronger