Earnings Alerts

China Mengniu Dairy Co (2319) Earnings: Revenue Misses Estimates, Strong Gross Margin

  • Mengniu Dairy’s first-half revenue: 44.67 billion yuan (missed the estimate of 48.32 billion yuan).
  • Net income reported: 2.45 billion yuan.
  • Liquid Milk revenue: 36.26 billion yuan (below the estimate of 38.91 billion yuan).
  • Cheese business revenue: 2.11 billion yuan.
  • Gross margin achieved: 40.3% (above the estimate of 39%).
  • Capital expenditure: 1.69 billion yuan.
  • Analyst ratings: 32 buys, 5 holds, 0 sells.

A look at China Mengniu Dairy Co Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth4
Resilience3
Momentum2
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

China Mengniu Dairy Co has a favorable long-term outlook according to Smartkarma’s Smart Scores. With a solid overall score, the company ranks well in areas of Growth and Resilience, indicating potential for future expansion and ability to withstand market challenges. The company’s Value and Dividend scores also suggest that it offers reasonable value for investors, coupled with a stable dividend policy. However, its Momentum score is slightly lower, indicating a slower pace of recent performance in comparison to its peers. Overall, China Mengniu Dairy Co appears well-positioned in the dairy industry, with strengths in growth potential and resilience against market fluctuations.

China Mengniu Dairy Company Limited is a leading manufacturer and distributor of dairy products in China, specializing in a range of high-quality dairy items including liquid milk products, ice cream, and milk powder under the well-known MENGNIU brand. The company’s Smart Scores showcase a balanced performance across various factors, reflecting its solid standing in the market. Investors may find China Mengniu Dairy Co an attractive opportunity for long-term growth and stability based on its consistent track record and strategic positioning within the dairy industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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