Citigroup has released a research report stating that among major Chinese consumer staples companies, it expects MENGNIU DAIRY (02319) to demonstrate a more pronounced cyclical earnings recovery compared to its peers this year.
The investment bank anticipates the group's sales will recover to high single-digit growth from January to February this year, with full-year growth expected to reach 5%.
With the cyclical stabilization of raw milk prices expected by mid-year, combined with positive operating leverage and a lower comparable base, the company's operating profit margin is forecast to re-expand this year.
The target price has been raised from HK$18.8 to HK$21.1, while the "Buy" rating is maintained.
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