You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動 | 蒙牛漲逾3% 附屬斥約31.87億港元收購澳洲乳品及飲料公司100%股份
格隆匯 11-26 15:09
格隆匯11月26日丨蒙牛(2319.HK)漲逾3%,報30.55港元,成交3億港元,總市值1202億港元。蒙牛昨日公告稱,擬以6億澳元(31.87億港元)收購澳洲垂直一體化乳企Lion-Dairy&Drinks(LDD)100%股份。LDD產品線與蒙牛接近,包括白奶、酸奶、乳飲料、植物基產品、果汁等,旗下多個品牌在其所屬細分品類排名澳洲第一,可掌控大量高質量的澳洲奶源,且在澳洲有多個工廠並具備冷鏈分銷能力,並通過酸奶產品進入東南亞及中國市場。花旗隨後發佈報告稱,考慮到收購100%澳洲第二大乳企LDD後的顯著的投資回報率,給予蒙牛買入評級,目標價位41.72港元,對應28倍PE在2020年。中金亦發佈研報稱,收購將有助於蒙牛擴充海外產能,降低原奶成本。LDD在澳洲享有較高知名度,其酸奶等產品在東南亞及中國等國際市場也佔有一定地位,與蒙牛自身原有產品組合整合後,有望形成跨國優質品牌組合。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account