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【財華社訊】青島啤酒股份(00168-HK)截至11:53上漲3.04%,現報77.9港元,漲2.3港元。成交285萬股,涉資2.17億元。(出處:FinetAI)
【財華社訊】蒙牛乳業(02319-HK)截至13:14下跌3.03%,現報40港元,跌1.25港元。成交323萬股,涉資1.307億元。(出處:FinetAI)
【財華社訊】青島啤酒股份(00168-HK)截至11:21下跌3.77%,現報76.5港元,跌3港元。成交132萬股,涉資1.022億元。(出處:FinetAI)
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【財華社訊】青島啤酒股份(00168-HK)截至10:56上漲3.3%,現報79.9港元,漲2.55港元。成交132萬股,涉資1.032億元。(出處:FinetAI)
【財華社訊】波司登(03998-HK)公佈2020年9月末止中期業績,收入同比增加5.1%至約46.61億元(人民幣.下同);毛利率提升4.3個百分點至47.8%; 經營溢利率提升3.5個百分點至14.3%;股東應佔溢利上升41.8%至4.86億元。董事會宣派中期息每股3.5港仙。 品牌羽絨服業務仍為集團的最大收入來源,錄得收入約29.887億元,佔總收入的64.1%,同比上升18%;貼牌加工管理...
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 Comment
2020-10-21 內需消費概念,包括服飾、食品或家電股也活躍起來,消費帶動包裝紙板需求,玖龍紙業(2689)可以受惠。玖龍紙業於下半年累升逾五成,近期在高位調整後有回勇跡象。
 
2020-11-15 全球規模最大對沖基金橋水基金公布截至第三季末持倉,必需消費品股佔比大幅提升。其中,橋水增持了三大中資電商股阿里巴巴(9988)、京東(9618)及拼多多的美股,及多隻中概股如蔚來汽車、嗶哩嗶哩等。沃爾瑪和寶潔更打入橋水十大重倉股份之列。
 
2020-11-15 橋水新增買入27隻消費股,包括沃爾瑪、寶潔、可口可樂、強生、百事,另外增持18隻和沽清3隻消費相關股份。
 
2020-11-15 橋水指出,必需消費品公司在疫情期間穩定地增加現金流,可以利用這些股票建立類似債券的新資產類別。
 
2020-11-20 國務院將實施擴大內需戰略,以進一步促進消費增長。會議提到要促進家電家具消費,及開展新一輪汽車下鄉和以舊換新。內需股昨日全線漲,汽車家電等消費股強勢。
 
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
HSI 11-27 16:11 26894.7  75.23  0.28%
WANT WANT CHINA 11-27 16:09 5.43  0.05  0.93%
TSINGTAO BREW 11-27 16:09 77.7  0.9  1.15%
U-PRESID CHINA 11-27 16:09 7.16  0.04  0.56%
TINGYI 11-27 16:09 13.64  0.12  0.89%
CHINA FOODS 11-27 16:09 2.75  0.04  1.48%
MAOYE INT'L 11-27 13:35 0.32  0.02  6.67%
HENGAN INT'L 11-27 16:09 55.5  0.25  0.45%
YURUN FOOD 11-27 15:05 0.72 0 0%
PA GOODDOCTOR 11-27 16:09 92.6  1.55  1.65%
ANTA SPORTS 11-27 16:09 108.1  1.6  1.46%
MENGNIU DAIRY 11-27 16:09 39.95  0.15  0.37%
LI NING 11-27 16:09 42.95  0.05  0.12%
GOLDEN EAGLE 11-26 16:08 7.05 0 0%
VINDA INT'L 11-27 16:09 21.8  0.15  0.68%
PARKSON GROUP 11-26 15:59 0.27  0.01  3.85%
CHINA DONGXIANG 11-27 16:09 0.91 0 0%
BOSIDENG 11-27 16:09 3.41  0.04  1.19%
XTEP INT'L 11-27 16:09 3.34  0.04  1.21%
HS-China 11-27 16:11 10790.3  88.81  0.83%
FSE SERVICES 11-27 16:09 3.54  0.01  0.28%
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 Company Rating
Date Broker Company name Rating Target
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 Basic Datum
Company name Lot P/E P/B EPS DPS
WANT WANT CHINA 1000 20.73 5.8595 0.3078 0.1372
TSINGTAO BREW 2000 50.01 3.197 0.8579 0.3889
U-PRESID CHINA 1000 42.63 2.1501 0.1562 0.0312
TINGYI 2000 65.46 4.425 0.245 0.1225
FSE SERVICES 1000 6.44 1.2378 0.39 0.155
CHINA FOODS 2000 23.0 2.1052 0.1787 0.024
MAOYE INT'L 1000 90.99 0.4153 0.01 0.003
HENGAN INT'L 500 23.23 5.6397 3.2971 2.1669
YURUN FOOD 1000 -0.81 0.2029 -1.285 0.0
XTEP INT'L 500 13.15 1.4072 0.2655 0.165
PA GOODDOCTOR 500 16.63 1.6278 0.6001 0.2
ANTA SPORTS 1000 28.09 6.4367 1.4028 0.98
MENGNIU DAIRY 1000 -118.2 4.2955 -0.2145 0.0989
LI NING 500 21.33 3.089 0.3226 0.0
GOLDEN EAGLE 1000 38.58 3.1326 0.2711 0.352
VINDA INT'L 1000 29.2 2.0995 0.526 0.19
PARKSON GROUP 500 -15.56 -0.0 -0.0623 0.0
CHINA DONGXIANG 1000 8.72 0.7893 0.1755 0.1049
BOSIDENG 2000 14.27 0.7013 0.0476 0.0147
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 Company performance - Published
Date Company name Turnover* Profit* % Dividend
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