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restaurant 食品股 / 飲食股

 

 
 
 
 
 Comment:食品飲食股
2022-11-03 11月2日午後,A股食品飲料賽道梅開二度突然拉升,立高食品、燕京啤酒等多股漲停,重慶啤酒、直接關系、酒鬼酒等漲超8%,貴州茅台、五糧液漲超2%,白酒、啤酒、乳品、調味四大賽道全力上攻。
 
2022-11-24 高盛亦調低中國旺旺及達利食品目標價,分別降至5元及3.8元,保持「沽售」及「中性」評級,並調低旺旺2023年至2025年每股利潤預期12%至14%,原因是飲料銷售轉弱及銷售成本上漲,高盛亦調低達利2022年至2024年每股利潤預期最多6%。
 
2022-11-26 環球經濟降溫,不過食品股具有抗通膨特性;外加「黃小玉」等農糧原物料從高點出現一波回檔,成本紓壓,以及疫情逐漸解封,人流重新活絡,有利餐飲市場復蘇,三大利多加持,法人睇好食品股在這波全球股災中不排除逆勢突圍,統一、南僑、大成防御力道強。
 
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
HSI 11-25 16:11 17573.6  87.32  0.49%
HS-China 11-25 16:11 5971.1  21.25  0.35%
TSINGTAO BREW 11-25 16:08 65.4  65.4  ∞%
YURUN FOOD 11-25 15:50 0.35  0.35  ∞%
MENGNIU DAIRY 11-25 16:08 31.35  31.35  ∞%
SCE CM 11-25 16:08 1.81  1.81  ∞%
HUIYUAN JUICE 09-01 12:00 2.02 0 0%
WANT WANT CHINA 11-25 16:08 5  5  ∞%
U-PRESID CHINA 11-25 16:08 6.36  6.36  ∞%
TINGYI 11-25 16:08 12.12  12.12  ∞%
CHINA FOODS 11-25 16:08 2.32  2.32  ∞%
WH GROUP 11-25 16:08 4.41  4.41  ∞%
HENGAN INT'L 11-25 16:08 33.7  33.7  ∞%
CH MODERN D 11-25 16:08 0.94  0.94  ∞%
ZHOU HEI YA 11-25 16:08 3.96  3.96  ∞%
DALI FOODS 11-25 16:08 3.24  3.24  ∞%
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 Company Rating
Date Broker Company name Rating Target
09-06 HSBC  TSINGTAO BREW 買入103
09-01 UBS  HENGAN INT'L 買入42.01
09-01 UBS  HENGAN INT'L 買入42.01
08-29 Daiwa  TSINGTAO BREW 跑贏大市78
08-29 Macquarie  TSINGTAO BREW 中性80
08-29 CLSA  MENGNIU DAIRY 買入52
08-26 CLSA  CH MODERN D 買入1.4
08-26 Macquarie  TSINGTAO BREW 中性80
08-26 Macquarie  MENGNIU DAIRY 跑贏大市46.2
08-26 Macquarie  MENGNIU DAIRY 跑贏大市46.2
08-26   MENGNIU DAIRY 買入48
08-26 G.Sachs  MENGNIU DAIRY 買入51.3
08-25 Citibank  MENGNIU DAIRY 買入52.9
08-25 Macquarie  ZHOU HEI YA 跑贏大市5.2
08-25 C.Suisse  ZHOU HEI YA 跑贏大市6
08-25 JPMorgan  SCE CM 增持4.5
08-25 G.Sachs  MENGNIU DAIRY 買入
08-24   TINGYI 買入15.6
08-24 Morgan  TINGYI 增持15.5
08-23 JPMorgan  TINGYI 增持14.5
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 Basic Datum
Company name Lot P/E P/B EPS DPS
WANT WANT CHINA 1000 11.76 2.9584 0.4336 0.4597
TSINGTAO BREW 2000 23.26 3.2116 2.8506 1.347
U-PRESID CHINA 1000 15.19 1.6554 0.4254 0.5105
WH GROUP 500 7.46 0.8257 0.5887 0.19
TINGYI 2000 14.84 3.0263 0.8274 1.3631
CHINA FOODS 2000 9.46 1.0497 0.2505 0.1249
SCE CM 1000 9.31 1.247 0.1922 0.05
HENGAN INT'L 500 9.98 1.6975 3.4115 2.0817
YURUN FOOD 1000 0.22 -1.2521 1.679 0.0
CH MODERN D 1000 5.32 0.5593 0.1767 0.0318
ZHOU HEI YA 500 21.56 1.8305 0.1837 0.12
HUIYUAN JUICE 500 363.55 0.4705 0.0056 0.0
MENGNIU DAIRY 1000 20.54 2.8097 1.56 0.4665
DALI FOODS 500 9.92 1.9069 0.3306 0.163
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 Company performance - Published
Date Company name Turnover* Profit* % Dividend
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