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Consumer 2021-10-25 13:38 財經茄呢啡 台股上星期五(10月22日)在電子股領軍下早盤開高,盤中雖有百貨等內需族群支持,但不敵航運、生技與塑化族群疲弱拖累,盤中翻黑後持續在平盤附近震蕩,終場下滑0.77點,收報16888.74點,17000點關卡曇花一現,但仍成功守住5日線,成交量台幣2815.71億元。
Consumer 2021-10-11 13:42 財經茄呢啡 經濟效益有望達2,000億元的振興五倍券8日啟用,國內百貨零售業、觀光旅游、餐飲食品、3C通路業者等大搶五倍券商機,推出眾多優惠方案搶客,搭配進入第四季采購旺季,預估國內內需市場將全面動起來,受惠股如富邦媒8日股價已重回半年線,擺脫大股東賣股的干擾。
Consumer 2021-09-11 12:55 財經茄呢啡 智通財經獲悉,花旗公布研究報告稱,今年下半年內需股首選買進股權,包括蒙牛、華潤啤酒和李寧,相信第三季零售行業放緩情況可能更加明顯,市場震動較大,並建議投資者吸納估值有吸引力的股票,包括滔搏、貴州茅台、中國飛鶴及萬洲國際。
Consumer 2021-09-09 13:28 財經茄呢啡 花旗公布研究報告稱,今年下半年內需股首選買進股權,包括蒙牛、華潤啤酒和李寧,相信第三季零售行業放緩情況可能更加明顯,市場震動較大,並建議投資者賣入估值有吸引力的股票,包括滔搏、貴州茅台、中國飛鶴及萬洲國際。
Consumer 2021-09-09 13:28 財經茄呢啡 過去六個月股價上漲14%,現時股價距離52周高位,只差14%,是否仍有上漲空間?內需股較少機會卷入管控風暴,有兩個原因支撐蒙牛值得留意。
Consumer 2021-08-13 11:17 財經茄呢啡 內地豬肉及肉製品生產商萬洲國際(0288)上半年豬肉銷量升約10%,但豬肉業務盈利卻下跌逾七成,反映豬肉價格持續受壓。萬洲國際未來會繼續擴大豬肉業務,亦會重點關注發展牛、豬、雞肉業務,尋找合適時機進行併購。
Consumer 2021-08-03 13:20 財經茄呢啡 內需股造好,統一飆8.6%;康師傅升5.4%;萬洲升0.9%;頤海國際漲近一成;澳優乳業升7.1%。
Consumer 2021-08-02 13:02 財經茄呢啡 內需股造好,統一飆8.7%;康師傅升6.1%;萬洲升1.1%;頤海國際升9.5%;澳優乳業升7.2%;飛鶴升4.2%;中糧家佳康升3.1%。
Consumer 2021-08-02 13:02 財經茄呢啡 內需股造好,統一飆8.6%;康師傅升5.4%;萬洲升0.9%;頤海國際漲近一成;澳優乳業升7.1%。
Consumer 2021-04-05 13:12 財經茄呢啡 清明節假期連休四天,料將掀起新一波內需消費熱潮,食品、百貨、零售、觀光等四大受惠族群,不排除隨消費需求量提升推動業績成長,躍居台股盤面焦點之一。
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