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港股异动 | 蒙牛涨逾3% 附属斥约31.87亿港元收购澳洲乳品及饮料公司100%股份
格隆汇 11-26 15:09
格隆汇11月26日丨蒙牛(2319.HK)涨逾3%,报30.55港元,成交3亿港元,总市值1202亿港元。蒙牛昨日公告称,拟以6亿澳元(31.87亿港元)收购澳洲垂直一体化乳企Lion-Dairy&Drinks(LDD)100%股份。LDD产品线与蒙牛接近,包括白奶、酸奶、乳饮料、植物基产品、果汁等,旗下多个品牌在其所属细分品类排名澳洲第一,可掌控大量高质量的澳洲奶源,且在澳洲有多个工厂并具备冷链分销能力,并通过酸奶产品进入东南亚及中国市场。花旗随后发布报告称,考虑到收购100%澳洲第二大乳企LDD后的显著的投资回报率,给予蒙牛买入评级,目标价位41.72港元,对应28倍PE在2020年。中金亦发布研报称,收购将有助于蒙牛扩充海外产能,降低原奶成本。LDD在澳洲享有较高知名度,其酸奶等产品在东南亚及中国等国际市场也占有一定地位,与蒙牛自身原有产品组合整合后,有望形成跨国优质品牌组合。
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