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%)

Take a closer look

Milk in Global Markets • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Vol. Contrib. MDD
 
China Mengniu Dairy CIADF OTC Consumer Non-Durables Milk & Dairy Products USD 3.13 - -4.6% 24%   7% -25%
Danone DANOY OTC Consumer Non-Durables Food - Major Diversified USD 15.66 - 0.9% 17%   12% -15%
Dean Foods DF NYSE Consumer Non-Durables Milk & Dairy Products USD 2.93 268 M -66.4% 55%   6% -75%
Glanbia plc GLAPF OTC Consumer Non-Durables Food - Major Diversified USD 21.69 - 22.1% 26%   13% -13%
Grupo LALA, S.A.B GRPBF OTC Consumer Non-Durables Milk & Dairy Products USD 1.19 - -13.1% 42%   21% -37%
Nestle S.A. NSRGY OTC Consumer Non-Durables Food - Major Diversified USD 93.50 - 23.8% 13%   13% -8%
Reckitt Benckiser RBGLY OTC Consumer Non-Durables Cosmetics & Personal Care USD 16.87 - 9.1% 24%   16% -21%
Saputo SAPIF OTC Consumer Non-Durables Milk & Dairy Products USD 33.31 - 7.1% 21%   12% -19%