Latest data from the Hong Kong Stock Exchange reveals that on January 20, a shareholder of YOURAN DAIRY (09858) transferred shares held with J.P. Morgan Broking (Hong Kong) Limited to Citibank. The transferred shares had a market value of HK$1.286 billion, representing 7.65% of the company's total.
Guotai Haitong Securities recently issued a research report maintaining an "Add" rating on YOURAN DAIRY. The brokerage forecasts the company's revenue for 2025-2027 to be RMB 20.855 billion, RMB 23.018 billion, and RMB 25.842 billion, respectively, representing year-on-year growth of 3.8%, 10.4%, and 12.3%. Net profit attributable to shareholders is projected to be RMB 218 million, RMB 1.837 billion, and RMB 4.282 billion.
Earnings per share (EPS) are estimated to be RMB 0.06, RMB 0.47, and RMB 1.10 per share for the respective years. As a leading enterprise in the animal husbandry industry, the company is poised to benefit from a cyclical upturn. The report assigns the company a 2026 price-to-book (P/B) ratio of 1.6 times, corresponding to a target price of HK$6.72 per share.
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