Update shared on16 Sep 2025
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.
- Announced CFO transition: Mr. Zhang Ping to retire; Mr. Shen Xinwen appointed CFO, bringing over two decades of financial and corporate administration experience from COFCO Corporation.
- Board meeting scheduled to approve interim results for H1 2025 and consider interim dividend payment.
- Initiated a share repurchase program authorized for up to 391,204,051 shares (10% of share capital), aiming to enhance net asset value and/or earnings per share.
Valuation Changes
Summary of Valuation Changes for China Mengniu Dairy
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from HK$21.89 to HK$21.50.
- The Future P/E for China Mengniu Dairy has risen from 15.53x to 16.70x.
- The Consensus Revenue Growth forecasts for China Mengniu Dairy has fallen slightly from 3.4% per annum to 3.3% per annum.
Disclaimer
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