China Mengniu Dairy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

SEHK:2319 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Dec 24	SellHK$190,407,242	First Sentier Investors (Australia) IM Ltd	Company	11,300,000	HK$16.85
14 Oct 24	BuyHK$126,414,727	Fidelity International Ltd	Company	7,307,000	HK$17.30
09 Oct 24	SellHK$58,327,965	UBS Asset Management AG	Company	2,671,000	HK$21.84
02 Oct 24	SellHK$172,104,769	UBS Asset Management AG	Company	9,347,120	HK$18.41
19 Aug 24	SellHK$18,678,265	BlackRock, Inc.	Company	1,463,000	HK$12.77
15 Aug 24	SellHK$72,418,613	Fidelity International Ltd	Company	5,552,000	HK$13.04
26 Jul 24	SellHK$70,855,445	UBS Asset Management AG	Company	5,106,000	HK$13.88
23 Jul 24	BuyHK$63,685,991	BlackRock, Inc.	Company	4,385,090	HK$14.52
28 Jun 24	SellHK$12,594,773	Fidelity International Ltd	Company	873,000	HK$14.43
20 May 24	SellHK$75,841,896	Fidelity International Ltd	Company	4,499,000	HK$16.86
16 May 24	SellHK$266,616,060	BlackRock, Inc.	Company	15,884,000	HK$16.79
26 Jan 24	SellHK$17,247,011	Fidelity International Ltd	Company	992,000	HK$17.39
19 Jan 24	SellHK$24,628,787	BlackRock, Inc.	Company	1,424,000	HK$17.30
18 Jan 24	BuyHK$38,622,973	BlackRock, Inc.	Company	2,199,899	HK$17.56
17 Jan 24	BuyHK$91,897,367	First Sentier Investors (Australia) IM Ltd	Company	5,121,000	HK$17.95

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 2319?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	5,721,708	0.146%
Private Companies	950,014,304	24.2%
General Public	1,060,070,561	27%
Institutions	1,903,657,940	48.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.64% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
24.2%	COFCO Corporation	950,014,304	HK$16.8b	0%	no data
7.8%	First Sentier Investors (Australia) IM Ltd	305,861,000	HK$5.4b	-3.25%	2.01%
6.03%	Fidelity International Ltd	236,266,000	HK$4.2b	2.07%	0.23%
5.41%	UBS Asset Management AG	211,893,067	HK$3.7b	-15.7%	0.05%
4.28%	BlackRock, Inc.	167,755,473	HK$3.0b	-7.37%	0.01%
3.23%	The Vanguard Group, Inc.	126,596,189	HK$2.2b	0.55%	no data
1.74%	abrdn plc	68,308,213	HK$1.2b	0.34%	0.12%
1.56%	Schroder Investment Management Limited	61,113,000	HK$1.1b	0%	0.09%
1.44%	Schroder Investment Management (Hong Kong) Ltd.	56,273,500	HK$993.8m	0%	0.73%
1.25%	State Street Global Advisors, Inc.	49,065,341	HK$866.5m	0.37%	no data
1.11%	Schroder Investment Management (Singapore) Ltd.	43,378,000	HK$766.1m	0%	0.59%
0.9%	Schroder Investment Management North America Inc.	35,337,094	HK$624.1m	0%	0.25%
0.84%	Dimensional Fund Advisors LP	32,748,560	HK$578.3m	0.22%	0.01%
0.66%	Hermes Investment Management Limited	25,849,608	HK$456.5m	-0.11%	0.36%
0.63%	Pictet Asset Management Limited	24,512,603	HK$432.9m	0%	0.05%
0.59%	Baron Capital Group, Inc.	23,306,590	HK$411.6m	48.3%	0.12%
0.54%	China Merchants Fund Management Company Ltd.	21,351,000	HK$377.1m	0%	0.21%
0.53%	JP Morgan Asset Management	20,815,947	HK$367.6m	1.84%	0.01%
0.52%	Hang Seng Investment Management Limited	20,367,707	HK$359.7m	-0.69%	0.46%
0.47%	Amundi Asset Management SAS	18,334,880	HK$323.8m	-0.2%	0.01%
0.45%	Eastspring Investments (Singapore) Limited	17,606,000	HK$310.9m	-0.62%	0.11%
0.38%	Geode Capital Management, LLC	14,913,032	HK$263.4m	1.7%	no data
0.38%	Baoying Fund Management Co. Ltd.	14,800,296	HK$261.4m	0%	1.33%
0.36%	Allianz Asset Management GmbH	14,299,000	HK$252.5m	0%	0.01%
0.31%	Invesco Ltd.	12,160,467	HK$214.8m	-44.9%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 20:55
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Industry and Sector Metrics

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Analyst Sources

China Mengniu Dairy Company Limited is covered by 62 analysts. 28 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Hong Xing Pan	ABCI Securities Company Limited
Vineet Kulbandu Sharma	Barclays
Y. Chen	BNP Paribas Securities (Asia)