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內需股

 

 
 
 
 
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2022-01-01 明年穩外貿的壓力不小,當局將堅定實施擴大內需戰略。內需股之一蒙牛乳業日前指出隨著在大灣區供給鏈建設完善,未來將為香港市場提供更新鮮更有品質產品,並以香港作平台支持東南亞等海外市場拓展。相對自7月後下降的恆生指數,蒙牛股價同期反覆向上,9月時更曾創8個月高位51.1元,股價本月差不多於45元附近整固,如睇好業務拓展及蒙牛股價,可參考收回價約40.38元的牛證,實際槓桿約8倍。
 
2022-01-10 撇除回歸A股因素,伍禮賢亦相信,內需板塊會是2022年的投資主題,因為內地經濟下行壓力大,大方針將是挺消費支撐經濟增加,但內需行業覆蓋范圍廣,未必每個時期都適合買。他舉例,2021年非增持內需股的好時機,因原材料價位上揚,蠶食內需公司的盈利,而2022年則較去年值博。
 
2022-01-10 假如想捕捉潛在回A紅籌,郭思治建議留意規模較大、業務定位清晰的股權,例如內需股蒙牛和潤啤年內可睇高一線。他相信,內需市場龐大,擁有十幾億人口,且中央政策不會打壓內需行業,在經濟下行壓力增長下,料持續獲政策扶持。認為,即使不計回A因素,僅從基本因素看,內需股已值得睇好,特別是受惠「消費升級」的個股如蒙牛及潤啤,而基建股則宜「等一等」,待有利好政策出台始部署買貨。
 
2022-01-18 中國12月餐飲收入按年跌2.2%,連續兩個月負增長,商品零售增速僅2.3%,是2020年8月後最低。
 
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
HSI 01-21 15:47 24913.7  38.64  0.15%
WANT WANT CHINA 01-05 10:13 7.33  0.15  2.09%
TSINGTAO BREW 01-05 10:13 68.85  0.15  0.22%
U-PRESID CHINA 01-05 10:10 7.47  0.19  2.61%
TINGYI 01-05 10:12 15.86  0.26  1.61%
CHINA FOODS 01-05 09:32 3.09 0 0%
JIANZHONG CONS 01-04 15:34 1.04  0.01  0.97%
MAOYE INT'L 01-04 14:16 0.25  0.02  7.41%
HENGAN INT'L 01-05 10:12 40.3  0.05  0.12%
YURUN FOOD 01-05 10:12 0.96  0.06  6.67%
PA GOODDOCTOR 01-05 10:13 26.3 0 0%
ANTA SPORTS 01-05 10:13 110.5  1.2  1.1%
MENGNIU DAIRY 01-05 10:13 43.85  0.15  0.34%
LI NING 01-05 10:13 77.35  0.25  0.32%
GOLDEN EAGLE 01-05 09:49 6.46  0.01  0.16%
VINDA INT'L 01-05 10:04 20.1  0.2  1.01%
PARKSON GROUP 01-05 10:10 0.21 -0 -0%
CHINA DONGXIANG 01-05 10:13 0.65  0.02  3.17%
BOSIDENG 01-05 10:13 4.51  0.08  1.81%
XTEP INT'L 01-05 10:13 11.9  0.5  4.39%
HS-China 01-21 15:48 8768.5  6.89  0.08%
FSE LIFESTYLE 01-05 10:00 5.68  0.01  0.18%
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 Company Rating
Date Broker Company name Rating Target
01-21 Nomura  ANTA SPORTS 買入157.2
01-21 Nomura  ANTA SPORTS 買入157.2
01-21 HSBC  TINGYI 買入18.3
01-20 C.Suisse  ANTA SPORTS 跑贏大市
01-20 C.Suisse  ANTA SPORTS 跑贏大市
01-20 Macquarie  ANTA SPORTS 跑贏大市143
01-20 HSBC  TSINGTAO BREW 買入113
01-20 Macquarie  ANTA SPORTS 跑贏大市143
01-17 JPMorgan  XTEP INT'L 增持17.2
01-17 Daiwa  HENGAN INT'L 持有39
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 Basic Datum
Company name Lot P/E P/B EPS DPS
WANT WANT CHINA 1000 20.14 5.5235 0.4006 0.1641
TSINGTAO BREW 2000 36.03 3.8447 1.9416 0.8939
U-PRESID CHINA 1000 16.7 1.9546 0.4486 0.4486
TINGYI 2000 18.72 3.6029 0.8609 0.859
FSE LIFESTYLE 1000 4.59 34.368 1.29 0.45
CHINA FOODS 2000 14.82 1.4923 0.2125 0.106
JIANZHONG CONS 2000 8.47 0.4844 0.1192 0.0208
MAOYE INT'L 1000 -5.85 0.0788 -0.0405 0.0
HENGAN INT'L 500 8.59 2.0337 4.6055 2.9798
YURUN FOOD 1000 -0.85 -0.5189 -1.108 0.0
XTEP INT'L 500 55.26 4.0588 0.2483 0.14
PA GOODDOCTOR 100 -25.67 1.7114 -1.0965 0.0
ANTA SPORTS 200 52.46 11.3343 2.2875 0.68
MENGNIU DAIRY 1000 43.54 4.675 1.0691 0.3194
LI NING 500 96.8 19.0794 0.8249 0.2439
GOLDEN EAGLE 1000 5.68 1.1485 1.118 0.5578
VINDA INT'L 1000 12.12 1.9492 1.565 0.47
PARKSON GROUP 500 -1.78 0.1078 -0.1132 0.0
CHINA DONGXIANG 1000 1.91 0.3017 0.3657 0.1275
BOSIDENG 2000 22.46 3.5008 0.1893 0.135
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 Company performance - Published
Date Company name Turnover* Profit* % Dividend
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 Company performance - Coming
Date Company name report content ends
2022-01-25  VINDA INT'L  全年業績/末期股息 2021-12-31
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