天啊, 恆天然的股價像石頭一樣下跌，目前處於歷史低位。

bungyjumping999

匿名者 发表于 2019-7-5 01:16
Fonterra 就是傻子，不懂营销就请专业的人来嘛，你看看人家A2，产品单一但是在收益，股价上都不是一个服的 ...

This is due to the so-called scientific research "breakthrough" and many Chinese users buy into it - ie "can make your child more intelligent by drinking this type of milk".
China is a big market and they trust the NZ brand, the company blossom.

呼啸寒风

新西兰这些岛民脑子能管好跨国公司才是见了鬼，co-op这种结构根本已经过时，如果不是超市市场只有foodstuffs和progressive两家垄断，foodstuffs的co-op也早就垮了，现在只要人口多，外资进来打破竞争，物价就能降下来，新西兰该倒闭的落后公司实在太多

bungyjumping999

Fonterra is relevant in international Marketing. If NZ milk is to compete with Nestle and some international brands, it needs a nationalistic company supported by the NZ government to do its branding and reach out to international level, hence the birth of Fonterra to compete internationally.

The idea is farmers produce the raw milk, Fonterra will support  by getting the milk from farmers, set the price, do the marketing research, find the international markets and be innovative etc.

It is a monopoly concerted efforts to compete internationally and is a creative way to save NZ farmers from market volatility. Fonterra is relevant and to be applauded for their efforts over the years.


There comes a time, this organisation is facing domestic fractions from farmers.
Their very own Farmers are facing tough financial strength in maintaining their own farms, lacking innovation, lacking labours, their children are not willing to take on the businesses and many are considering selling their farms due to ageing etc, debt levels, and declining farm prices are all adding pressure on them.

NZ was lucky in the 2008 financial crisis, the milk price was like white gold. When the gold dust settles, this is the reality, Fonterra has to face.

How would the impact on Chinese taking over the competitor business (Westland) affecting the farmers' psychology is yet to be seen.

How would the government see this take over and will they block it?  This continues to be a provocateur question to the government.

seakiwi

auckland.clark 发表于 2019-7-4 16:38
还会跌的吧

可以入手的时候 吆喝 一声

谢谢

auckland.clark

seakiwi 发表于 2019-7-5 11:16
可以入手的时候 吆喝 一声

谢谢

抱歉，我没有关注这个。

豆腐教徒

auckland.clark 发表于 2019-7-5 11:35
抱歉，我没有关注这个。

昨晚这个帖子里发生很玄的事，有人回我的帖子，回帖突然人间蒸发，销声匿迹的那种，回了好像没有回。而且是两次。。。哈哈

auckland.clark

豆腐教徒 发表于 2019-7-5 11:40
昨晚这个帖子里发生很玄的事，有人回我的帖子，回帖突然人间蒸发，销声匿迹的那种，回了好像没有回。而且 ...

老鼠，这个帖子你回岔了吧？

豆腐教徒

auckland.clark 发表于 2019-7-5 11:45
老鼠，这个帖子你回岔了吧？

就是这个，讨论的是fonterra。是不是太敏感？还是第一次出现帖子人间蒸发的。。。哈哈

auckland.clark

sky-horse 发表于 2019-7-4 22:50
TMD A2 Milk 涨到天了，能让天朝的军舰在澳洲整箱整箱的抱，确实挺厉害的，短短3年时间翻了20倍有余。 ...

依靠单一市场的股票，适合赌，不适合投资。

bungyjumping999

NZ shares are allocated to the farmers ONLY based on their milk supply

The one traded in NZX is Fonterra Shareholders fund (FSF). haha....

Lease

auckland.clark 发表于 2019-7-5 11:50
依靠单一市场的股票，适合赌，不适合投资。

A2 Milk其实并非只靠中国市场， 它首先在澳洲发家， 后来进军中国做的不错， 现在在美国也发展的可以。

A2 产品的卖点是它的独特性：牛奶里只含A2， 更容易消化。并且它是全世界纯粹只生产A2产品的公司。

bluekiwisky

没钱，LZ给放上来

看过中国股市下跌的都表示这根本不算什么

bluekiwisky 发表于 2019-7-5 12:57
没钱，LZ给放上来

See at Nos.13

没什么.反正不吃奶粉

sky-horse

auckland.clark 发表于 2019-7-5 11:50
依靠单一市场的股票，适合赌，不适合投资。

豪哥果然是股市弄潮儿，华尔街精英。。。。。。说得非常好

lessly-joo

请教各位，在ASB买了股票，但未见分红入账户，何解？

Kazama

恒天然应该考虑回去过去三头鼎立的时候, 检哨营运成本, 放开不营利的资产才有机会生存...