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Rapid Urbanization And Diversification Will Fuel Dairy Revival

Published
09 Feb 25
Updated
29 Aug 25
AnalystConsensusTarget's Fair Value
HK$21.89
30.6% undervalued intrinsic discount
04 Sep
HK$15.18
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1Y
19.5%
7D
1.1%

Author's Valuation

HK$21.9

30.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Aug 25
Fair value Decreased 8.24%

Despite an upward revision in revenue growth forecasts and a higher expected future P/E, the consensus analyst price target for China Mengniu Dairy has been lowered from HK$23.85 to HK$22.96. What's in the News Board meeting scheduled to approve interim results for the six months ended June 30, 2025, and consider an interim dividend.

Shared on01 May 25
Fair value Increased 2.94%

Shared on23 Apr 25
Fair value Increased 2.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 2.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 12%

AnalystConsensusTarget has increased revenue growth from 2.2% to 2.9% and increased profit margin from 5.8% to 6.5%.

Shared on26 Mar 25
Fair value Increased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 17%

AnalystConsensusTarget has decreased revenue growth from 3.0% to 2.2%, decreased profit margin from 6.6% to 5.8% and increased shares outstanding growth rate from -0.0% to 0.0%.