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CHINA MENGNIU DAIRY COMPANY LIMITED 2020-01-07T08:40 財經茄呢啡 奶品製造商妙可藍多擬引入蒙牛(2319)為其戰略股東,並以每股14元人民幣的價格向蒙牛轉讓約2047萬股,作價為2.865億元人民幣。交易完成後,蒙牛將持有妙可藍多5%的股權。妙可藍多於上海上市,昨日收市價14.76元人民幣計,交易價折讓約5.15%。
CHINA MENGNIU DAIRY COMPANY LIMITED 2020-01-07T08:40 財經茄呢啡 蒙牛旗下內蒙蒙牛亦會增資4.58億元人民幣入股妙可藍多旗下全資公司吉林科技,內蒙蒙牛將持有吉林科技42.88%股權,妙可藍多的持股比例降至57.12%。內蒙蒙牛、妙可藍多將積極開展各類奶酪產品的開發和推廣,並進行銷售渠道共建、營銷資源共享、產能佈局提升等多方面業務合作。
CHINA MENGNIU DAIRY COMPANY LIMITED 2020-01-07T08:40 財經茄呢啡 蒙牛近來持續擴張,去年11月底以6億澳元收購澳洲品牌乳品及飲料公司「Lion-Dairy
CHINA MENGNIU DAIRY COMPANY LIMITED 2019-11-26T09:34 財經茄呢啡 蒙牛(2319)以現金6億澳元向Kirin Foods全購澳洲品牌乳品及飲料公司Lion-Dairy and Drinks Pty Ltd,作價可予調整。Lion Dairy and Drink於澳洲各地具有生產及冷鏈分銷能力,共有13個廠房設施。
CHINA MENGNIU DAIRY COMPANY LIMITED 2019-11-26T09:34 財經茄呢啡 Lion Dairy and Drink的優質澳洲奶源、大型製造設施及冷鏈分銷網絡令其成為有力的澳洲全面垂直整合乳品公司,能為蒙牛提供可觀的市場拓展機遇。
CHINA MENGNIU DAIRY COMPANY LIMITED 2019-11-26T09:34 財經茄呢啡 Lion Dairy and Drink有助蒙牛高端UHT奶的發展機遇及供應鏈的協同效應。加上蒙牛在9月以14.6億澳元收購嬰兒配方奶粉廠商貝拉米(Bellamy's),拓高端配方奶粉市場,並在本月獲得澳洲政府正式批准該項併購。
CHINA MENGNIU DAIRY COMPANY LIMITED 2019-04-08T16:12 財經茄呢啡 摩通指,蒙牛管理層今年表明不參與常溫奶的價格戰,料可消除市場憂慮。摩通相信蒙牛可捕捉行業高端化趨勢,目標價升至33.8元,評級「增持」,跟現價29.3元比較,股價有15%潛在升幅。
CHINA MENGNIU DAIRY COMPANY LIMITED 2019-04-08T16:12 財經茄呢啡 花旗稱蒙牛核心盈利較預期強勁,維持「買入」評級,目標價31.28元不變,為內地消費股首選。
CHINA MENGNIU DAIRY COMPANY LIMITED 2019-04-08T16:12 財經茄呢啡 蒙牛(2319)今年經營利潤率會有50個基點以上的提升,對業務發展充滿信心。惟蒙牛在收入及利潤上仍不及老對手、於內地上市的伊利,其競爭力成市場一個憂慮,兩者在日後的競爭繼續成焦點。
CHINA MENGNIU DAIRY COMPANY LIMITED 2019-04-08T16:11 財經茄呢啡 乳業股受惠內地今年力谷內需提振經濟,蒙牛(2319)今年走勢較板塊內的同業優勝。蒙牛在改善奶源及生產線的工作取得成效,加上透過收購擴大業務,終於在去年重振雄風,錄得盈利30.4億元人幣,按年多賺49%;派末期息每股0.181元人幣,按年大增五成。
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