MENGNIU DAIRY(HK:02319)2026-01-20 02:25Summary of Key Points from the Conference Call Company Overview - The focus of the conference call is on Mengniu Dairy, a prominent player in the dairy industry. Core Insights and Arguments - Mengniu Dairy is currently facing some negative factors, but the downward potential is expected to be limited. A buy-in strategy is recommended for a holding period of two years, although there is uncertainty within the next year [1][4]. - A conservative estimate suggests a potential growth of over 40% in the next two years, while a more optimistic outlook indicates a possible growth of 70% [4][5]. - There is a suggestion to increase holdings if there are positive indicators in Q1, with the expectation of gaining more certainty within the year [4][5]. Additional Important Content - The company has conducted two previous roadshows in the last two years, one in July of the previous year and another in February of the current year [2]. - The current communication indicates that Mengniu Dairy is entering a focus area, and stakeholders are encouraged to monitor for positive signals [3].