Revenue Decline: VITASOY INT'L reported a 9% year-over-year drop in mainland market revenue for 3Q25, with plant-based milk sales down 10% and tea sales up 5%, indicating a slowdown from previous double-digit growth.
Hong Kong Market Performance: The company's revenue in Hong Kong fell by 4%, impacted by weaker performance in its Vitaland unit, Macau operations, and US exports, despite some strong market performance.
Profit Forecast Revision: Macquarie has reduced its FY26-27 net profit forecasts for VITASOY INT'L by 16.3% and 13.3%, respectively, while also lowering the target price from HKD10 to HKD7.4.
Rating Status: Despite the downward revisions in profit forecasts and target price, Macquarie has maintained an Outperform rating for VITASOY INT'L.
Wall Street analysts forecast 00345 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00345 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 00345 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00345 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 6.580
Low
Averages
High
Current: 6.580
Low
Averages
High
Macquarie
Macquarie
Outperform
to
Outperform
downgrade
$10
Al Analysis
2025-11-26
Reason
Macquarie
Macquarie
Price Target
$10
Al Analysis
2025-11-26
downgrade
Outperform
to
Outperform
Reason
The analyst rating for VITASOY INT'L remains at "Outperform" despite the downward revision of net profit forecasts and target price. This decision is likely based on the company's overall market position and potential for recovery, even in light of recent revenue declines in both the mainland and Hong Kong markets. The report highlights a slowdown in growth, particularly in the plant-based milk category, but the continued positive outlook suggests that analysts believe the company can still perform well relative to its peers in the long term.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
