Added to YB: 2026-08-12
Pitch date: 2026-08-10
9858.HK [neutral]
China Youran Dairy Group Limited
-4.08%
current return
Author Info
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Company Info
China Youran Dairy Group Limited, an investment holding company, operates as an integrated provider of products and services in the upstream dairy industry in the People's Republic of China.
Market Cap
HKD 14.7B
Pitch Price
HKD 4.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.31
P/E
-31.52
EV/Sales
1.88
Sector
Food Products
Category
turnaround
Theoria Weekly #3 - China Youran Dairy Group Limited
9858.HK (exited position): China dairy farming recovering; raw-milk prices +24% off lows, herd shrinking, oversupply easing, Modern Dairy/Shengmu consolidation signals new cycle. Bought late-2024 at 2-3x pre-downturn earnings, sold after 3-4x gain. Won't rebuy — setup less attractive now. Also covers Luckin, Yum China.
Read full article (5 min)