Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Australia/NZ
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Kina Securities meeting (KSL AU)
A Papua New Guinea commercial bank. Estimated reading time: 12 minutes
Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”
Tabcorp (TAH AU)
Australian wagering monopoly recovering from COVID-19, helped by new regulation
A2 Milk Company (A2M AU)
A2 Milk Company (A2M AU) is a dairy company based in Auckland, New Zealand. It started as a producer of liquid milk and has become dominant in this segment in Australia. In 2010, it launched an infant formula product that has become a massive success in China. The company’s