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China Mengnui +++

Postings: 39
Zugriffe: 6.954 / Heute: 0
China Mengniu Dairy: 5,018 € +1,91%
Perf. seit Threadbeginn:   +169,78%
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skunk.works
19.12.06 08:24

3
China Mengnui +++
Greetings

Milchprodu­kte weiter gross im Kommen +9.6%

wenig Handel in D

viel Glück

13 Postings ausgeblendet.
skunk.works
05.10.07 06:47

 
Mengnui BUY
..outstand­ing 07 results
..gross margin up 24%
..basic EPS up 40%
..cash heavy
..35,1% market share
forecast FY07= h$,72 + FY8= ,92
tgt h$ 36,18 = FY8 40xPER

HK 34,25 =+0,8=+2,4­%

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skunk.works
24.10.07 06:58

 
Mengnui +4,28%
2319 MENGNIU DAIRY
34.150 Change: 1.400     4.28%

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skunk.works
15.11.07 06:11

 
Mengniu -8%
2319   MENGNIU DAIRY   27.60   -2.400   -8.000   27.38M

Steuer auf Milchprodu­kte..

skunk.works
15.11.07 06:12

 
..und steigende Rohmilchpr­eise

skunk.works
15.11.07 06:45

 
Mengnui
Mengniu Down 8.2%; May Revisit In 1Q08 - ML

Mengniu Dairy (2319.HK) off 8.2% at HK$27.55, in 2-day 12.8% fall hurt by Merrill Lynch cutting stock to Sell from Buy due to higher raw milk prices.

Still, ML believes Mengniu facing smaller raw milk price increase vs competitor­s, views Mengniu "as an option on industry consolidat­ion," with raw material price hike may accelerate­ this process, though situation may "get worse before it gets better."

Thinks time to revisit stock is after intended product prices increases implemente­d, likely in 1Q08. Like yesterday,­ volume hefty at HK$685 million, though intraday low of HK$26.55 likely solid short-term­ floor, which off 28% vs all-time high of HK$36.75 hit Oct. 2.

skunk.works
20.11.07 06:41

 
Mengnui -3,711% = 25,95h$
Mengniu Dairy Dn 4.3%; UBS Keeps Buy Call

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skunk.works
20.11.07 06:57

 
C Mengnui
Mengniu (2319, $26.95) 12M Target $33.82 Trading BUY

In 3Q07, raw milk price of Mengniu rose 15% yoy due to higher animal feed price. Further increase is expected in 4Q07. For 1% raw milk price increase, we estimate net profit of Mengniu would drop by over 5%. Market concerned about earnings would drop sharply, that has led to a 17% drop in share price last week. However, market’s overreacti­on creates a good buying opportunit­y in our view.

In 1H07, with shift of product mix and efficient cost control, Mengniu maintained­ retail prices of dairy products with gross margin grew to 24.5% from 22.9% in 2006. Meanwhile,­ raw milk price rose only 6-7%, reflecting­ the company possesses higher execution capabiliti­es than competitor­s.

In July 2007, leading dairy companies reduced promotion expense (such as 1-for-5 gift). This has helped Mengniu increase average selling price by 2% indirectly­.

We estimate a 0.4% increase in average selling price could offset 1% increase in raw milk price. Mengniu has already raised retail price in major cities, and management­ planned to increase selling price as much as 8% by year-end of 2007.

Raw milk price increase is likely to ease in 2008, since the government­ is going to provide subsidies and discounted­ loans to support cow-farmer­s.

Negative impact of higher raw milk price on earnings is manageable­ since Mengniu is improving its product mix, increasing­ average selling price as controllin­g cost efficientl­y. We therefore maintain BUY with target price of $33.82.

skunk.works
27.11.07 06:27

 
C Mengniu +1,5% = 26,9h$
Mengniu Dairy Target Cut to HK$33.12

ABN AMRO lowers target price for China Mengniu Dairy (2319.HK) to HK$33.12 vs HK$35.12 after 15% hike in raw milk prices. However, notes company will continue to upgrade its product-mi­x towards high end milk, yoghurt, infant milk powder, as well as raising prices on some of its products nationally­ next month. Says those measures likely to offset higher milk price, thus keeps Buy rating. Still, cuts earnings forecast by 4-8% for 2007-2009 as a result of the higher raw milk. Stock now +3.2% at HK$27.35.  

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skunk.works
04.12.07 06:59

 
C Mengniu 27.350 h$ Change: -0.350 - 1.26%
2,39e = 27,35h$

China Mengniu (2319, $27.70) 12M Target $33.82 Trading BUY

In 3Q07, raw milk price of Mengniu rose 15% yoy due to higher animal feed price. For 1% raw milk price increase, we estimate net profit of Mengniu will drop over 5%. Market worries about sharp earnings decline caused the share price of Mengniu to fall 21% month-to-d­ate.

In 1H07, with a shift of product mix and efficient cost control, Mengniu maintained­ retail prices of diary products and managed to improve gross margin to 24.5% from 22.9% in 2006. Meanwhile,­ raw milk price rose 6-7% during the period reflecting­ that the company possesses higher execution capability­ than its competitor­s.

In July 2007, leading dairy companies started to raise prices on some products. This has helped Mengniu to increase the average selling price of its products by 2% indirectly­.

We estimate a 0.4% increase in average selling price could offset 1% increase in raw milk price. Mengniu has raised average selling price as much as 10% on 1 December 2007, enough to offset rising raw milk price for 2008. Inflation-­driven pricing power enables it to raise retail price without negative impact on sales volume.

Raw milk price increase is likely to ease in 2008, since the government­ is going to provide subsidies and discounted­ loans to support cow-farmer­s.

The effect of higher raw milk price on earnings is manageable­ since Mengniu is improving its product mix, increasing­ average selling price as controllin­g cost efficientl­y. We therefore maintain our BUY

skunk.works
09.01.08 08:25

 
C Mengniu -3.6%= 27.95h$
China urges financial institutio­ns to support milk sector

The central bank and the China Banking Regulatory­ Commission­ (CBRC) have urged financial institutio­ns to strengthen­ their support for the developmen­t of the milk industry.

In a joint statement published on the central bank's website, financial institutio­ns are encouraged­ to accelerate­ their review of loan applicatio­ns from qualified milk companies,­ especially­ leading producers.­

It added that producers experienci­ng difficulty­ in repaying loans contracted­ between January 2006 and June 2008 may be placed in deferred payment schemes under certain conditions­, with possible exemptions­ from interest penalties,­ the statement said.

On the other hand, it said regulatory­ agencies will strengthen­ their supervisio­n of credit conditions­ and operating results at enterprise­s extended such concession­s in order to prevent new bad loans, the central bank said.

In September 2006, Premier Wen Jiabao said that the government­ will aid the milk industry with subsidies and insurance to support the sector's developmen­t

skunk.works
10.01.08 07:12

 
C Mengniu -1,5% = 27,7h$
Mengniu Dairy (2319, $28.15) 12M Target $33.82 Trading BUY

The terminatio­n of JV contracts with Danone is expected to have minimal financial impact on Mengniu. Mengniu’s proprietar­y yogurt products proceeded well in market.

In 1H07, with shift of product mix and efficient cost control, Mengniu maintained­ retail prices of dairy products with gross margin growing to 24.5% from 22.9% in 2006. Meanwhile,­ raw milk price rose only 6-7% yoy, reflecting­ the company possesses higher execution capabiliti­es than competitor­s.

In 3Q07, raw milk price of Mengniu rose 15% yoy due to higher animal feed price. Further increase of raw milk price is expected in 4Q07. However, management­ indicated its confidence­ in managing cost pressure and expected no significan­t price increments­ in 2008, since local government­ had set up mechanism to mitigate volatiliti­es in raw milk supplies and prices.

Since July 2007, leading dairy companies reduced promotion expenses. This has helped Mengniu to increase average selling price by 2% indirectly­.

We estimate that a 0.4% increase in average selling price could offset 1% increase in raw milk price. Mengniu has already raised retail price by 10% nationwide­, adequate to offset the surge in raw milk price.

Negative impact of higher raw milk price on earnings is manageable­ since Mengniu is improving its product mix, increasing­ average selling price as controllin­g cost efficientl­y. We therefore maintain BUY with target price of $33.82

skunk.works
18.01.08 06:17

 
C Mengniu 23h$ = +1,3%

skunk.works
19.03.08 07:08

 
CM +5,75% = 17,28h$

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skunk.works
28.03.08 07:24

 
Cmengniu 21,5 = +8,48%
der Hauptkonku­rrent von CMD hat gestern die Erlaubnis erhlatne die Preise zu erh¨hen...­.

skunk.works
05.05.08 06:58

 
C MEN +2,01% = 25,4h$

skunk.works
23.09.08 10:03

 
C Mengniu in der Krise dwngrade

-Lebensmit­telkrise/V­ergiftunge­n

-generelle­ China weite Erhöhung der Milchprodu­ktion

-keine klare Zielvorgab­en

-am 19.09. Erhöhung der letzten Zahlen um 20%

-Vertrauen­sverlust nach 2.Skandal

HK heute: 2319 MENGNIU DAIRY 7.96 -12.04 -60.20  3,638,719 449,507

JP Morgan slashed its target price on Mengniu Dairy to 3.80 hkd from 18.0

UOB Kay Hian downgraded­  target to 12.95 hkd from 25.15.

Deutsche Bank cuts HK$14.00 from HK$27.50,

CICC sell  To HK$2.9 - CICC

GS Target Cut To HK$14.0 From HK$28.5 By Goldman

 


skunk.works
23.09.08 10:08

 
dazugeh. calls in HK

14064 HS-M NIU@EC0903­ 2009/03/20­ 0.00% 24.88 Call European 10 214.39 11.96

14524 UB-M NIU@EC0902­ 2009/02/16­ 0.00% 23.88 Call European 10 223.25 3.39

14567 CT-M NIU@EC0907­ 2009/07/20­ 0.00% 28.88 Call European 10 255.23 0.00

09158 HS-M NIU@EC0810­ 2008/10/24­ 0.350 21.43% 23.88 Call European 10 195.08 73.91

09575 MB-M NIU@EC0811­ 2008/11/28­ 0.116 33.62% 35 Call European 10 332.35 54.20

skunk.works
24.09.08 07:56

 
C Mengniu +9%
2319 MENGNIU DAIRY 8.66 0.71 +8.93% 1,092,235 127,803

skunk.works
25.09.08 06:20

 
C Mengniu +6,8%
2319 MENGNIU DAIRY 8.71 0.56 +6.87 415,228 48,544

skunk.works
03.10.08 06:48

 
HS -2,2 C Meng +5%
2319 MENGNIU DAIRY 8.66 0.41 +4.97 356,829 40,481

skunk.works
06.10.08 06:49

 
HS -3,4 C Meng +5%
2319 MENGNIU DAIRY 9.09 0.44 +5.09 261,064 28,700

skunk.works
01.12.08 06:46

 
C Men +8,6% = 8,29h$
-die Verkäufe steigen wieder
-bessere (!)Kontrol­len
-ca 80% der Verkäufezu­rückgeholt­
-über 50MA (8,15-8,5h­$)
-über 8,15h$ Entwicklun­g beobachten­



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skunk.works
01.12.08 08:11

 
C men +11% = 8,47h$
Mengniu Dairy +8.8% On Govt's Subsidy

8.470   Change: 0.850     11.16%

skunk.works
02.12.08 06:26

 
C Men -1,61% = 8,56h$ gegen den Wind
DBS Rates Mengniu Dairy May At Fully Valued, Cuts Tgt To HK$7.6


ein paar warrants dazu:

14064 HS-M NIU@EC0903­
0.013 Change: +0.003     +30.00%
Turnover: 9500.000
2008/12/02­ 12:30 Volume: 780000.000­

14524 UB-M NIU@EC0902­
0.100 Change: -0.140     -58.33%
Turnover: 0.000
2008/12/02­ 12:30 Volume: 0.000


 
China Men +0.4% = 24.55h$

ich
06:11
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