2319 Share Price Performance
HK$17.35
17.35 (0.00%)
21.4% undervalued intrinsic discount
HK$22.06
Fair Value
Price HK$17.35
AnalystConsensusTarget HK$22.06
AnalystLowTarget HK$16.13
AnalystHighTarget HK$27.07
Fair ValueHK$22.06
Share Pricen/a
China Mengniu Dairy Company Limited Stock Price
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2319 Community Narratives
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Fair Value
·Fair Value HK$22.06 21.4% undervalued intrinsic discount
Rapid Urbanization And Diversification Will Fuel Dairy Revival
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Fair Value
·Fair Value HK$16.13 7.6% overvalued intrinsic discount
Premium Dairy Shift And Channel Expansion Will Support Balanced But Limited Upside
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Fair Value
·Fair Value HK$27.07 35.9% undervalued intrinsic discount
Fresh Milk And Functional Nutrition Mix Upgrade Will Drive Long-Term Upside Potential
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Rapid Urbanization And Diversification Will Fuel Dairy Revival
Key Takeaways Expansion into premium dairy, high-growth categories, and overseas markets reduces risk and supports resilient revenue and margin growth. Investments in innovation, digitalization, and channel diversification enhance efficiency, pricing power, and reach to health-focused consumers.Read more
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HK$22.06
21.4% undervalued intrinsic discount
Fair Value
Revenue
4.44% p.a.
Profit Margin
6.45%
Future PE
15.02x
Price in 2029
HK$26.98
Premium Dairy Shift And Channel Expansion Will Support Balanced But Limited Upside
Catalysts About China Mengniu Dairy China Mengniu Dairy is a dairy company that produces and sells products such as liquid milk, yogurt, ice cream, infant formula, cheese and related dairy ingredients in China and selected overseas markets. What are the underlying business or industry changes driving this perspective?Read more
AN
HK$16.13
7.6% overvalued intrinsic discount
Fair Value
Profit Margin
6.23%
Future PE
11.15x
Price in 2029
HK$19.71
Fresh Milk And Functional Nutrition Mix Upgrade Will Drive Long-Term Upside Potential
Catalysts About China Mengniu Dairy China Mengniu Dairy is a leading dairy company in China, offering a diversified portfolio across liquid milk, fresh milk, yogurt, ice cream, infant formula, cheese and value added dairy ingredients. What are the underlying business or industry changes driving this perspective?Read more
AN
HK$27.07
35.9% undervalued intrinsic discount
Fair Value
Profit Margin
10.12%
Future PE
11.43x
Price in 2028
HK$33.06
Trending Discussion
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2319: Index Removal And Dividend Outlook Will Support Future Upside
Fair Value: HK$22.06 21.4% undervalued intrinsic discount
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Premium Dairy Shift And Channel Expansion Will Support Balanced But Limited Upside
Fair Value: HK$16.13 7.6% overvalued intrinsic discount
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Fresh Milk And Functional Nutrition Mix Upgrade Will Drive Long-Term Upside Potential
Fair Value: HK$27.07 35.9% undervalued intrinsic discount
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Snowflake Analysis
China Mengniu Dairy Company Limited Key Details
About 2319
- Founded
- 1999
- Employees
- 38301
- CEO
- WebsiteView website
China Mengniu Dairy Company Limited, an investment holding company, manufactures and distributes dairy products under the MENGNIU brand in the People’s Republic of China, the Chinese Mainland and internationally. It operates in five segments: Liquid Milk Business, Ice Cream Business, Milk Formula Business, Cheese Business, and Others. The Liquid Milk Business segment offers ultra-high temperature milk, milk beverages, yogurt, and fresh milk. The Ice Cream Business segment manufactures and distributes dairy-based ice cream. The Milk Formula Business segment is involved in the manufacture and distribution of milk powder. The Cheese Business segment engages in the manufacture and distribution of cheese. The Other segment is involved in manufacturing raw materials for daily products; and trading business. It also produces and sells organic food and formula products for babies and toddlers; sells raw materials; and provides commercial factoring and financing guarantee services. China Mengniu Dairy Company Limited was founded in 1999 and is based in Causeway Bay, Hong Kong.
