China Mengniu Dairy Will Need to Navigate Weak Consumer Sentiment -- Market Talk

Dow Jones

2025/01/13

0612 GMT - China Mengniu Dairy will need to navigate weak consumer sentiment in the near term, Monringstar analyst Jacky Tsang writes in a note. There's persistently weakened demand for premium fresh milk and yogurt given limited consumer spending, Tsang says. The dairy industry is currently plagued by excess supply of raw milk and competition from small brands, Tsang writes. Morningstar raises its stock rating to High from Medium in terms of uncertainty but maintains its HK$21 per share fair value estimate. Morningstar continues to view Mengniu's shares as undervalued. Shares were last at HK$15.06.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

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January 13, 2025 01:12 ET (06:12 GMT)

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There's persistently weakened demand for premium fresh milk and yogurt given limited consumer spending, Tsang says. The dairy industry is currently plagued by excess supply of raw milk and competition from small brands, Tsang writes. Morningstar raises its stock rating to High from Medium in terms of uncertainty but maintains its HK$21 per share fair value estimate. Morningstar continues to view Mengniu's shares as undervalued. Shares were last at HK$15.06.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 13, 2025 01:12 ET (06:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Mengniu Dairy Will Need to Navigate Weak Consumer Sentiment -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Mengniu Dairy Will Need to Navigate Weak Consumer Sentiment -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-13 14:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0612 GMT - China Mengniu Dairy will need to navigate weak consumer sentiment in the near term, Monringstar analyst Jacky Tsang writes in a note. There's persistently weakened demand for premium fresh milk and yogurt given limited consumer spending, Tsang says. The dairy industry is currently plagued by excess supply of raw milk and competition from small brands, Tsang writes. Morningstar raises its stock rating to High from Medium in terms of uncertainty but maintains its HK$21 per share fair value estimate. Morningstar continues to view Mengniu's shares as undervalued. Shares were last at HK$15.06.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 13, 2025 01:12 ET (06:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1102505929.USD","symbol_name":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2503340999","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2503340999","pubTimestamp":1736748720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0612 GMT - China Mengniu Dairy will need to navigate weak consumer sentiment in the near term, Monringstar analyst Jacky Tsang writes in a note. There's persistently weakened demand for premium fresh milk and yogurt given limited consumer spending, Tsang says. The dairy industry is currently plagued by excess supply of raw milk and competition from small brands, Tsang writes. Morningstar raises its stock rating to High from Medium in terms of uncertainty but maintains its HK$21 per share fair value estimate. Morningstar continues to view Mengniu's shares as undervalued. 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There's persistently weakened demand for premium fresh milk and yogurt given limited consumer spending, Tsang says. The dairy industry is currently plagued by excess supply of raw milk and competition from small brands, Tsang writes. Morningstar raises its stock rating to High from Medium in terms of uncertainty but maintains its HK$21 per share fair value estimate. Morningstar continues to view Mengniu's shares as undervalued. Shares were last at HK$15.06.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 13, 2025 01:12 ET (06:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}