The Zhitong Finance App learned that Xingzheng International released a research report stating that it maintains the “buy” rating of Mengniu Dairy (02319.HK). The bank expects the company's revenue from 2026 to 2028 to be $88.785 billion, $94.08 billion and $99.581 billion, respectively, and net profit to mother of $4.808 billion, $5.565 billion and $6.190 billion respectively. The bank believes that the company's revenue structure is expected to continue to be optimized in 2027, and sales and distribution expenses may decline further, strengthening profit elasticity. In the medium to long term, relying on integrated composite production capacity and the advantages of leading enterprises, Mengniu is expected to fully benefit from the accelerated development of the dairy product deep processing circuit.

Zhitongcaijing · 1d ago
The Zhitong Finance App learned that Xingzheng International released a research report stating that it maintains the “buy” rating of Mengniu Dairy (02319.HK). The bank expects the company's revenue from 2026 to 2028 to be $88.785 billion, $94.08 billion and $99.581 billion, respectively, and net profit to mother of $4.808 billion, $5.565 billion and $6.190 billion respectively. The bank believes that the company's revenue structure is expected to continue to be optimized in 2027, and sales and distribution expenses may decline further, strengthening profit elasticity. In the medium to long term, relying on integrated composite production capacity and the advantages of leading enterprises, Mengniu is expected to fully benefit from the accelerated development of the dairy product deep processing circuit.