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Market Update | MENGNIU DAIRY shares have risen nearly 5%, an increase of nearly 23% in the last 14 days, with last year's natural profit margin growth exceeding market expectations.
Goldman Sachs released a research report stating that MENGNIU DAIRY recently issued a profit warning, but the stock price performance positively reflects MENGNIU's good cost control and operational efficiency improvement during last year's economic downturn, and it is believed that there is still further upward potential for profit visibility and valuation reassessment.
[Brokerage Focus] Huafu Securities initiates a "Buy" rating on CHINA SHENGMU (01432), indicating that its growth potential is expected to gradually emerge against the backdrop of healthy consumption trends.
Jinwu Financial News | Huafu Securities Research points out that CHINA SHENGMU (01432) is the largest organic raw milk producer in the country. Currently, Mengniu Group Holds 29.99% of the company's shares, making it the largest Shareholder. By deeply integrating with downstream dairy companies, it can smooth out the uncertainties brought by the cyclical nature of raw milk prices in production and Operation, while also gaining financial support from Mengniu to share growth. The firm indicates that as the per capita consumption level in the country increases year by year, the accumulation of personal wealth and the rise of the emerging middle class will drive Consumption Upgrade, providing a foundation for the promotion of high-end organic milk. Organic milk, from the sourcing of Fodder, to
Yuanta Securities Upgrades China Mengniu Dairy Company to Buy From Hold, Price Target Is HK$19.90
Here's What's Concerning About China Mengniu Dairy's (HKG:2319) Returns On Capital
Major bank rating｜JPMorgan: Raised the Target Price for Mengniu to HKD 14.7, maintaining a 'Neutral' rating.
JPMorgan published a Research Report stating that Mengniu has issued a profit warning, forecasting that last year's net profit will decline by 95% to 99% year-on-year, significantly below expectations. For the fiscal year ending December 31, 2024, Bellamy is expected to record a loss, and it is anticipated that provisions will be made for impairments of the goodwill and related intangible Assets recognized against the cash generated during the year. JPMorgan predicts that Mengniu's adjusted earnings for 2024 will be between 3.85 billion and 4.25 billion yuan, a year-on-year decline of 10% to 20%, generally in line with previous forecasts. JPMorgan forecasts that Mengniu's sales for last year will decline by 8% year-on-year, and the earnings for 2024 will represent a low base for this year; however, due to the decrease in the price of fresh milk, the Industry.
【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.
Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...
bullabull : The shares are too cheap that's why they keep buying back!