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restaurant 食品股 / 飲食股

 

 
 
 
 
 Comment:食品飲食股
2024-11-28 今天八大類股中,表現最亮眼的是營建股與食品股,分別上揚2.39%與1.71%,反映出市場資產對內需消費與房市的青睞。泥窯股漲幅也達1.11%,造紙股小漲1.14%。相對之下,塑化股跌幅較大,收跌0.9%;紡織股小跌0.25%。
 
2024-11-30 本地餐飲股普遍遭遇收入及獲利下滑的情況,甚至出現由盈轉虧的局面。以大快活(052)為例,其純利僅達1,552.1萬元,較上年同期大幅減少57.3%,每股基本獲利亦降至11.98仙,較去年同期減少57.3%。大快活指出,本港餐飲業將面臨長期結構性調整。
 
2024-11-30 富臨(1443)及敘福樓(1978)則錄得盈扭虧的結果。大部分集團歸咎於疫情後顧客消費模式和習慣的變化,港人北上或外遊熱潮對本土消費造成影響。另有分析指出,餐飲業受壓源於經濟復甦未能持續,導致旅客及本地市民的消費能力明顯下降,進而影響營收。
 
2024-11-30 香港消費模式的轉變預估將在中長期持續影響本港零售業發展,預計明年表現大致持平。然而,「一簽多行」政策對本地餐飲市場的實際提振效果仍需進一步觀察。
 
2024-12-26 23日晚間,連鎖鹵制食品商絕味食品公告稱,由於公司發展戰略和經營狀況調整,本著維護股東利益、對股東負責的原則,綜合考慮公司如今的實際經營情況、資產需求及業務發展規劃,公司決定終止H股上市。
 
2024-12-26 零跑升4.2%,蔚來及理想升逾2%,汽車智能晶片商地平線跌5.6%。其他消費內需股方面,食品股統一企業中國及中國旺旺升2.9%及2.3%,體育用品股滔搏及肉類食品股萬洲跌3.4%及3.9%。航空股東航、南航及國航跌2.3%至3.3%。
 
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
TSINGTAO BREW 05-08 11:55 60.05  60.05  ∞%
YURUN FOOD 05-08 09:49 0.17  0.17  ∞%
MENGNIU DAIRY 05-08 11:03 16.74  16.74  ∞%
SCE CM 05-08 11:47 0.35  0.35  ∞%
HUIYUAN JUICE 09-01 12:00 2.02 0 0%
WANT WANT CHINA 05-08 11:53 4.55  4.55  ∞%
U-PRESID CHINA 05-08 11:56 6.12  6.12  ∞%
TINGYI 05-08 13:00 9.22  9.22  ∞%
CHINA FOODS 05-08 13:00 2.99  2.99  ∞%
WH GROUP 05-08 13:00 5.72  5.72  ∞%
HENGAN INT'L 05-08 10:24 27.7  27.7  ∞%
CH MODERN D 05-08 10:16 0.67  0.67  ∞%
ZHOU HEI YA 05-08 10:37 1.92  1.92  ∞%
DALI FOODS 08-24 16:09 3.73  3.73  ∞%
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 Basic Datum
Company name Lot P/E P/B EPS DPS
WANT WANT CHINA 1000 12.73 3.0179 0.3629 0.2582
TSINGTAO BREW 2000 15.23 2.2714 3.441 2.1924
U-PRESID CHINA 1000 13.12 1.9492 0.4231 0.4653
WH GROUP 500 13.17 0.8705 0.3827 0.3
TINGYI 2000 15.7 3.4773 0.6065 0.6064
CHINA FOODS 2000 9.01 1.1411 0.3262 0.1622
SCE CM 1000 3.68 0.1402 0.1414 0.0
HENGAN INT'L 500 10.97 1.2917 2.6473 1.5347
YURUN FOOD 1000 -2.73 -0.3593 -0.081 0.0
CH MODERN D 1000 30.27 0.4061 0.0244 0.0049
ZHOU HEI YA 500 40.69 0.8894 0.0548 0.17
HUIYUAN JUICE 500 363.55 0.4705 0.0056 0.0
MENGNIU DAIRY 1000 15.7 1.0514 1.3374 0.536
DALI FOODS 500 14.34 2.4221 0.2482 0.177
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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
2025-03-24  TINGYI  年度業績/末期股息 2024-12-31
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