Update shared on29 Aug 2025
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.
- Initiated a share repurchase program authorized to buy back up to 391,204,051 shares (10% of issued share capital) to enhance net asset value and/or earnings per share, valid until the next annual general meeting or unless revoked.
Valuation Changes
Summary of Valuation Changes for China Mengniu Dairy
- The Consensus Analyst Price Target has fallen slightly from HK$23.85 to HK$22.96.
- The Consensus Revenue Growth forecasts for China Mengniu Dairy has significantly risen from 2.8% per annum to 3.9% per annum.
- The Future P/E for China Mengniu Dairy has risen from 16.42x to 17.70x.
Disclaimer
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