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Rapid Urbanization And Diversification Will Fuel Dairy Revival

Published
09 Feb 25
Updated
20 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
-11.5%
7D
3.3%

Author's Valuation

HK$21.3130.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 20 Oct 25

Fair value Decreased 0.88%

Analysts have slightly lowered their price target for China Mengniu Dairy from ¥21.50 to ¥21.31, citing modestly reduced expectations for revenue growth and future price-to-earnings ratios. What's in the News The company completed a repurchase of 14,202,000 shares for HKD 245.63 million between January and August 2025 as part of its ongoing buyback program (company announcement).

Shared on 16 Sep 25

Fair value Decreased 1.75%

China Mengniu Dairy's slightly higher forward P/E ratio accompanied by a marginal downgrade in revenue growth expectations suggests modestly weaker growth prospects, resulting in a minor decrease in the consensus analyst price target from HK$21.89 to HK$21.50. What's in the News Completed repurchase of 2,850,000 shares (0.07% of share capital) for HKD 46.32 million as part of an ongoing buyback program.

Shared on 29 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 on 01 May 25

Fair value Increased 2.94%

Shared on 23 Apr 25

Fair value Increased 2.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 2.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 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 on 26 Mar 25

Fair value Increased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 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%.