China Mengniu: Bullish On Milk Price Recovery And Margin Expansion
Source: SeekingAlpha
2025-04-17 08:25:52 ET
Summary
- Mengniu is rated as a Buy, after my assessment of the raw milk price cycle and the company's profitability enhancement initiatives.
- Raw milk prices in China have likely bottomed, which should positively impact CIADF’s topline and bottom line in FY25.
- The company has a good chance of meeting its medium-term margin improvement target; it has opportunities to enter more profitable dairy markets and scale up lower-margin business units.
China Mengniu Dairy Company ( CIADF ) ( CIADY ) (2319.HK) or "CMDC" is still worthy of a Buy in my view....
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China Mengniu: Bullish On Milk Price Recovery And Margin Expansion
China Mengniu Dairy Co Ltd
NASDAQ: CIADF
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