Milk in Global Markets

Milk in Global Markets
  • Pininvest Analysis

Milk is one of the more attractive growth markets from a long-term perspective, in terms of per capita consumption

Because  co-operatives ensure a large part of the production, the top five players - France’s Danone DANOY/OTC) and Lactalis (private), Switzerland’s Nestle NSRGY/OTC), and China’s Mengniu Dairy CIADF/OTC) and Inner Mongolia Yili Industrial Group (600887:Shanghai) account for less than 20 percent of the retail market for dairy products worldwide

With co-operatives dominating in Northern Europe (Arla in Denmark, FrieslandCampina in the Netherlands), in India and in Australia (Fonterra FTRRF/OTC, investment opportunities are constrained, especially for Chinese milk companies seeking to diversify and to strengthen their industrial knowhow – next to Australian Burra Foods (Inner Mongolia Fuyuan Farming taking a 79% stake in 2016), listed companies on the New Zealand stock exchange have made noticeable and unusual runs in through March 2018 – A2Milk (NZX:ATM +380%) and Synlait (NZX:SML +130%)

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Milk in Global Markets • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
China Mengniu Dairy CIADF OTC Consumer Non-Durables Milk & Dairy Products USD 5.20 - 37.8% 31%   2% -27%
Danone DANOY OTC Consumer Non-Durables Food - Major Diversified USD 12.60 - -20.5% 32%   3% -32%
Dean Foods DFODQ OTC Consumer Non-Durables Milk & Dairy Products USD 0.04 3.8 M -60.5% 191%   45% -94%
Fonterra Shareholders' Fund FTRRF OTC Consumer Non-Durables Milk & Dairy Products USD 2.45 - -5.9% 13%   0% -11%
General Mills GIS NYSE Consumer Non-Durables Food - Major Diversified USD 60.82 37 B 17.8% 31%   4% -21%
Glanbia plc GLAPF OTC Consumer Non-Durables Food - Major Diversified USD 10.50 - -6.5% 44%   5% -25%
Grupo LALA, S.A.B GRPBF OTC Consumer Non-Durables Milk & Dairy Products USD 0.67 - -25.1% 160%   28% -64%
Nestlé NSRGY OTC Consumer Non-Durables Food - Major Diversified USD 112.71 - 11.3% 24%   3% -18%
Reckitt Benckiser RBGLY OTC Consumer Non-Durables Cosmetics & Personal Care USD 17.64 - 12.9% 32%   5% -25%
Saputo SAPIF OTC Consumer Non-Durables Milk & Dairy Products USD 27.23 - -8.4% 41%   5% -33%