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Consumer 2022-05-19 12:02 財經茄呢啡 內地發布「三頭馬車」數據,表現較預期差。內需股下跌,農夫山泉跌1.7%;蒙牛跌1.6%;百威亞太跌0.8%;日清食品跌3%。
Consumer 2022-05-16 12:19 財經茄呢啡 內地發布「三頭馬車」數據,表現不及市場預期。內需股下滑,農夫山泉跌1.7%;蒙牛跌1.6%;百威亞太跌0.8%;日清食品跌3%。
Consumer 2022-04-18 12:15 財經茄呢啡 美銀證券上星期尾指,基於疫情嚴峻沖擊下,估計內地3月零售銷售額將轉降3%。國務院總理李克強指出,將適時降准加大實體經濟支撐。內需股今日跑贏恆指(反覆升0.4%)及國指(升近0.7%),汽車股及啤酒股表現較好。
Consumer 2022-04-16 11:57 財經茄呢啡 美銀證券上星期尾指,基於疫情嚴峻沖擊下,預估內地3月零售銷售額將轉降3%。國務院總理李克強指出,將適時降准加大實體經濟支撐。內需股今日跑贏恆指(反覆升0.4%)及國指(升近0.7%),汽車股及啤酒股表現較好。
Consumer 2022-03-23 23:33 財經茄呢啡 電子購物及郵購業在促銷活動挹注下,年增13.3%;汽車零售業因部分進口車到港,加上業者調漲價位,推升營業額表現,年增5.4%;燃料零售業則受惠油價飆漲,年增11.6%。
Consumer 2022-03-23 23:33 財經茄呢啡 雖然批發業、零售業及餐飲業均創同月新高,也保持正成長,但受到春節落點不同、北部天氣連日豪雨,年增均低於原先預期,零售及餐飲僅勉強守住平盤。
Consumer 2022-03-23 23:32 財經茄呢啡 三態股權成立於2008年,是一家從事出口跨境電商零售和第三方出口跨境電商物流的綜合性企業,專注於出口跨境電商零售業務,同一時間衍生出了出口跨境電商物流業務。
Consumer 2022-01-18 11:34 財經茄呢啡 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。
Consumer 2022-01-10 13:47 財經茄呢啡 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。
Consumer 2022-01-10 13:47 財經茄呢啡 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。
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