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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。
Consumer 2020-03-05 13:44 財經茄呢啡 內需股靠穩,華潤啤酒升1.1%,報36.65元 ; 青啤升0.12%,報40.35元 ; 中國旺旺升0.49%,報6.13元 ; 康師傅揚4.27%,報14.66元。
Consumer 2020-02-29 13:22 財經茄呢啡 食品及飲料股受疫情或貿易戰的影響較少,加上有中央谷內需保經濟的概念,具備一定防守性及潛力。當中中國旺旺的中期純利按年升18.4%至16.15億人幣,毛利率上漲4.4個百分點至48.9%,反映其成本控制及銷售渠道拓展得宜。
Consumer 2020-02-28 09:40 財經茄呢啡 受累於武漢疫情持續,百威亞太(1876)預期內地業務收入在今年首2個月將自然按年減少2.85億美元,但集團的電子商務卻獲得雙位數增幅。百威亞太內地釀酒廠已重開超過一半。
Consumer 2020-02-24 13:23 財經茄呢啡 內需股方面則表現兩極,奶粉股續見炒作,澳優再飆10.3%;中國飛鶴再創新高,收市升2.2%。另外,康師傅升1.2%,雨潤升2.5%。相反,潤啤挫4%,中糧肉食跌3.9%,維他奶跌3.4%,青島啤跌2.6%。體育用品股亦受壓,安踏跌1.7%,李寧跌1.3%。
Consumer 2020-02-24 13:23 財經茄呢啡 內需及消費股方面,中國旺旺跌3.4%,中午收市報6.04元,蒙牛乳業跌3.2%,中午收市報28.6元。
Consumer 2020-02-24 13:23 財經茄呢啡 內需股亦牛皮,中國旺旺跌3.36%,報6.04元 ; 蒙牛乳業跌3.22%,報28.6元 ; 康師傅跌0.27%,報14.56元 ; 恆安國際跌0.41%,報60.8元。
Consumer 2020-02-23 12:01 財經茄呢啡 預料武漢肺炎疫情將導致今年中國首兩個月消費減少1.38萬億元人民幣。度假休閒旅遊消費合共將減少9,062億元,而餐飲消費會減少4,211億元,網上教育消費增加3倍,網上短視頻消費升幅為60%。
Consumer 2020-02-13 13:03 財經茄呢啡 市場的投資焦點從疫情有關概念股轉移,但重磅科技股騰訊、阿里、美團偏乏力,港股開始進入業績期,港股走勢如何演繹?博大資本國際總裁溫天納相信,疫情有關概念股淡出,科技股走弱,恆指28000點有阻力。 疫情憂慮減弱,內需股回暖,周黑鴨早前宣布關閉全國1000家門店,今日仍升3%,康師傅上升3.8%,體育板塊也回暖:市場回穩,是否可以布局內需板塊?溫天納直言,預估下半年消費將增長,內需板塊可提前布局。
Consumer 2020-01-27 13:42 財經茄呢啡 維達國際逆市大升6.01%,報18.7元 ; 其他內需股個別發展,恆安國際跌0.9%,報60.65元 ; 中國旺旺跌1.01%,報6.88元 ; 康師傅升2.17%,報14.16元。
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