Yt:s start. And the stock price therefore thanks such efficiency measures. Or should I sell today??
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African swine fever rages in China, is Atria a buy?
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Atria was also on OP’s list of potential profit warners a little while ago.
Chinese exports account for such a small fraction of Atria’s revenue that one swine flu there is not a buying opportunity. In a bad scenario, it could become a problem here too from the Baltics or Russia, when the agricultural workers from Nurmo go hunting wild boars there. The factory will be closed if the plague is detected anywhere near it.
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Atria has recovered well from the oversold situation at the beginning of June. A weekly trend change is in sight, I’ll start monitoring it.
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https://www.lihakeskusliitto.fi/fi/suomen-sikamarkkinat-kriisissa/
A couple of days ago, this story came out
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3 largest Atria, HK, Snellman
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I also thought about jumping on the Atria bandwagon for the short term, and the reason for the short term is that I talked to an acquaintance who hunts wild boars in the Baltic countries. He told me that swine fever is spreading from Poland to Germany. They are shooting all pigs at the border that try to cross into Germany; the situation is getting out of hand. At the same time, he told me that the fever has already been encountered at Finland’s southern Russian border. Everyone can draw their own conclusions about the matter and the accuracy of the information, but I’m going to reflect on this matter by thinking that if/when the fever spreads to Germany, the demand for Finnish pork will increase and bring jam to Atria’s jar. However, it is probable that if this happens, the arrival of the fever cannot be prevented here either. At this point, one would have to jump off.
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Exactly 
. Though it’s possible that this tactic will make you very late ;D
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I’ve also bought Atria recently, and HK is in my portfolio too. Of course, the plague’s effect is also negative for Atria, as far as I know, they buy meat from their competitors in some countries. Strong Q4 coming?
Reasons to Be Satisfied
ARTICLE ADDED JANUARY 10, 2020
Towards the end of 2019, our performance improved. Sales grew, we successfully implemented price increases, and maintained our market share. Our production facilities operated well, and trade with China was also smooth. We’ve made great strides in occupational safety, which is a fantastic achievement for all of us. The smooth flow of daily operations is important to us. We must not lose focus and need to remain diligent, but this is a good starting point for the new year.
https://www.atria.fi/blogi/blogaukset/syyta-tyytyvaisyyteen/
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Here in Savo, at least on the S-market deli shelves, they are quite evenly matched… What often sways my choice to Atria products is HK’s deli meats’ poorer shelf life, often only a few days of use left when Atria’s product has a couple of weeks. Who knows if HK’s products just have worse packaging or preservatives, or if the products sit on the shelf longer. Taste-wise, HK is closer to my liking, and I always choose it if the dates are good.
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It was already mentioned above, but indeed, from Atria’s website:
“Towards the end of 2019, our performance improved. Sales grew, we successfully implemented price increases, and we were able to maintain our market share. Our production facilities operated well, and trade with China was also rolling.”
At the same time, some smaller producers are crying because they can no longer get raw materials for free. In addition, statistics show an increase in exports and also an increase in unit prices there.
I have quite high expectations for Atria, but generally, Atria does not yet seem to arouse passion among investors…
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Is @Uncle Masse still on board? I myself jumped in following an earnings warning. As I noted elsewhere, a revenue-based negative outlook is not that serious, and I believe they have indeed managed to push prices up. China’s tax breaks for pork imports will only truly start to have an effect this year. Atria Wilhelm is my favorite🙂
Addition: Of course, it would have been smarter to buy when the stock was trading below seven euros.
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You got an answer as if on order, when you were asking elsewhere 
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Same here with HK soon it’s time to add more.
Atria leads the YT (cooperation negotiations) statistics, they always have some YT negotiations going on…
Same here. When P/B-20e is 0.6 and P/E is 11, it can’t be considered expensive. Plus, there’s the Sibylla listing waiting in the back pocket.
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How do people see the impact of corona on Atria? Could the meat export to China still be the biggest segment that takes a hit?
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