The company's improved EPS and revenue growth doesn't match the share price decline, indicating possible unreasonable market expectations or other influences. Its performance has been worse than the broader market's 9.3% loss over the past year.
China Mengniu Dairy's ROCE trend is uninspiring. Despite reinvestment for growth, sales remain stagnant. The stock's 22% decline over five years suggests investor pessimism.
Insiders' net selling over the past year may cause investor caution. The modest insider ownership offers little reassurance. Investors should note the company's one warning sign.
The high P/E ratio suggests that investors believe in the company's earnings recovery and future growth prospects that are above market estimates. However, this confidence might stabilize the share price in the near future.
Amidst falling returns and lower-than-average industry gains, China Mengniu Dairy's significant capital reinvestment has only given the stock an 11% gain in five years, throwing into relief the weak investor forecast for this performance.
CEO & Executive Director's sell-off drops their holdings by 15%, raising concerns. While the sales were at prices above the current share price of HK$24.05, it doesn't imply negative sentiment. Lack of major insider buying is also worrisome.
蒙牛乳業に関するコメント
UOBKH: Dairy – China (Downgrade to Market Weight)
UOBKH: Dairy – China (Downgrade to Market Weight) - Alpha Edge Investing
$Inner Mongolia Yili Industrial Group(600887.SH)$$蒙牛乳業(02319.HK)$$中国飛鶴(06186.HK)$
China Galaxy: China Mengniu Dairy – Add Target Price HK$35.70
China Galaxy: China Mengniu Dairy – Add Target Price HK$35.70 - Alpha Edge Investing
$蒙牛乳業(02319.HK)$
For tech stocks
$聯想集団(00992.HK)$ crumpled 10% yesterday afternoon, but opened resurging 4.6% to $9.28 in today's morning. Domestic ...
まだコメントはありません