Is the dawn of Mengniu finally arriving?

HSBC stated that after MENGNIU DAIRY "shakes off" the burden of Bellamy, a new dawn is about to arrive. Based on the improvement of the Industry cycle, the company's enhanced cost control capabilities, strong expectations for profit growth, and attractive valuation, it is expected that MENGNIU's Net income will recover to 4.851 billion yuan in 2025, representing a 9.4% increase compared to the adjusted Net income for 2024.

wallstreetcnMar 27 23:49 ET

The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.

As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.

cls.cnMar 18 21:19 ET

Is Bellamy's 4 billion yuan large impairment provision a way for Mengniu to shed its "historical burden"?

The stock price has surged.

wallstreetcnFeb 19 02:32 ET

Nasdaq, S&P hit new highs, French stock and bond yields fluctuate and rise, Euro once fell more than 1%, Dollar rose.

On the first trading day of December, Cyber Monday shopping amounts will break records, with the Nasdaq and Chinese concept stocks rising about 1%, and the chip index leading with a 2.6% increase, while the Dow fell from its peak. Tesla soared over 4% during the day, intel rose nearly 6% before turning negative, super micro computer surged nearly 29%, and Xpeng autos climbed over 5%, but Li Auto dropped nearly 4%. The French government faces a vote of no confidence, causing French stocks to briefly fall over 1%, and the spread between French and German government bond yields approached the widest in twelve years. US henry hub natural gas fell over 4%, the indian rupee hit a new low, and the offshore yuan dropped over 400 points, falling below 7.29 yuan.

wallstreetcnDec 2, 2024 17:40 ET

Peak season's lackluster performance leads to another drop in raw milk prices. Is overseas bulk powdered milk still cost-effective? | Industry News

Since November, the price of raw milk has reached a new low in this cycle, and the import volume of bulk powder has been declining for eight consecutive months compared to the previous year; currently, domestic bulk powder has started to be exported at low stock prices to some major producing countries; experts believe that this trend of declining import of dairy products will continue.

cls.cnNov 15, 2024 04:45 ET

The continuous inversion of raw milk prices has not resolved the "ranch crisis". Should we continue to slaughter cows?

①In the past year, the industry has been continuously 'slaughtering cows' to reduce overcapacity, but the situation of oversupply has not been reversed; ②The impact of oversupply of raw milk has fully appeared in the financial reports of large-scale farms and dairy enterprises; ③The current growth rate of raw milk production is further slowing down, and prices are expected to stabilize in the second quarter of 2025.

cls.cnOct 9, 2024 02:54 ET