Movement Alert｜MENGNIU DAIRY Falls 3.11% in Regular Trading, Target Price Cut and Pre-Earnings Caution Weigh on Shares

Market Focus08-13

On August 13, MENGNIU DAIRY declined 3.11% in regular trading, trading at HK$17.83/share, with turnover of approximately HK$295 million. The stock retreated as investors digest a recent broker target price cut and position cautiously ahead of the August 26 board meeting to review interim results.

On August 10, Eastern Securities lowered its target price on MENGNIU DAIRY from HK$27.21 to HK$25.89 while maintaining a \"Buy\" rating. The broker highlighted that the company's full-year 2025 revenue fell 7.3% year-over-year, with liquid milk revenue declining 11.1%, weighed by falling raw milk costs, channel inventory digestion, and sluggish dairy consumption recovery. Elevated short selling activity was also notable, with 4.06 million shares shorted on August 10 representing 19.87% of total turnover, reflecting continued bearish positioning.

Looking ahead, brokers generally expect profit recovery driven by improving upstream supply-demand dynamics, though near-term margin pressure from rising raw material costs may weigh on first-half results.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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