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Consumer 2020-06-27 12:54 財經茄呢啡 內需股向好,中國旺旺升3%,報6.18元,升幅居成份股榜第三位,匯證調高目標價至6.12元,評級「買進」 ; 康師傅控股升3.26%,報12.66元 ; 恆安國際升1.65%,報61.55元 ; 蒙牛乳業跌0.66%,報30.2元。
Consumer 2020-06-23 13:32 財經茄呢啡 內需股向好,中國旺旺升3%,報6.18元,升幅居成份股榜第三位,匯證調高目標價至6.12元,評級「買進」 ; 康師傅控股升3.26%,報12.66元 ; 恆安國際升1.65%,報61.55元 ; 蒙牛乳業跌0.66%,報30.2元。
Consumer 2020-06-20 13:16 財經茄呢啡 政策支撐的內需及受疫情影響較深而邊際在恢復的領域,如建材、 機械、汽車、家電、家居輕工、龍頭地產、酒店旅游、食品飲料等。科技股則關注受益新基建及國產替代主題的半導體、5G 等領域龍頭。
Consumer 2020-06-20 13:16 財經茄呢啡 國內舉行的「618」購物節,不僅線上的反應熱烈,連線下的門店同樣丁財兩旺,例如銀泰百貨個別門店在「618」期間的銷量增加超過300%。另外,也反映國內居民無法外游,購買力轉化成內需,消息觸發股價由谷底反彈。
Consumer 2020-05-27 09:39 財經茄呢啡 美團首季業績,預料餐飲外賣第二季可錄正增長,美團在到店、酒店及旅遊業務可維持龍頭地位,但該業務相對較慢。餐飲外賣業務在疫情後有結構轉變,預料出現強勁復蘇。
Consumer 2020-05-08 11:41 財經茄呢啡 百威亞太(1876)今年首季收入錄得9.56億美元,按年急挫39%,期內錄得虧損為600萬美元,去年同期純利為2.59億美元。集團在中國首季收入下跌45.4%,但中國及韓國業務開始復蘇,業務自3月中起每周持續改善。
Consumer 2020-04-23 13:21 財經茄呢啡 新冠肺炎疫情還沒有暫時停止的跡象,多頭資產選擇內需食品股進駐,宏亞 桃園觀光工廠巧克力共和國將提前在5月開始整修,股價漲幅超過7%、龍頭股統一 漲幅逼近2%、泰山 漲幅也在1.5%以上,推動食品股人氣,個股紛紛上揚,食品指數漲幅逼近1%,成為盤面上焦點之一。
Consumer 2020-04-21 13:46 財經茄呢啡 內需股回軟,蒙牛乳業挫3.57%,報27元 ; 中國旺旺跌2.71%,報5.38元 ; 康師傅微升0.16%,報12.92元 ; 啤酒股方面,百威亞太跌3.44%,報21.05元 ; 青島啤酒跌2.67%,報41.85元 ; 華潤啤酒跌2.87%,報35.5元。
Consumer 2020-04-20 13:25 財經茄呢啡 在新加坡本月都失守後,香港的低傳染率的確值得自豪,在抗疫不可以掉以輕心下,如何重啟經濟應該要擺上議程。現時外地游客不能來,但港人也沒有外游,在七百多萬市民聚集香港,當中不少為有錢人,若然本地需求能夠提振,都可以造成一定的內需。現時單靠政府代支一半薪酬,很多企業仍然難以支持,所以大市雖然反彈,但零售和消費股明顯落後。從防疫與維護經濟兩手抓的要求,認為無論具體時間如何,至少短期內應要提出重啟計劃。
Consumer 2020-03-23 13:14 財經茄呢啡 內需股表現疲軟,百威亞太現價下滑4.47%,報23.5元;成交約891萬股,涉資2.12億元.中國旺旺下滑4%,報6元;蒙牛乳業下滑2.88%,報287元;日清食品下滑3.11%,報6.86元。
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