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Consumer 2018-12-06T13:48 財經茄呢啡 內需股靠穩,蒙牛乳業報24.8元,跌0.4% ; 康師傅控股升0.78%,報10.3元; 統一跌0.3%,報6.73元。
Consumer 2018-12-06T13:48 財經茄呢啡 隨著國務院總理李克強日前於國務院常務會議上,決定延續和完善跨境電子商務零售進口政策並擴大適用范圍,擴大開放更大激發消費潛力,部署推進物流樞紐布局建設,促進提高國民經濟運行質量和效率,措施將有利內需消費股銷售提升,認為旺旺亦將能受惠。
Consumer 2018-12-06T13:48 財經茄呢啡 統一超及全家是國內前兩大零售通路商,由於基金經理人的基金布局有基本水位,當出售手上營運有疑慮的個股,就需另外增長持股,因此具有營運穩健成長、殖利率及較不受中美貿易戰干擾的內需通陸股就自然取得資產的轉進及避險。統一超昨天上升1.5元,收在318元,全家上升0.5元,收在212元,這2檔是高價股中少見收紅的個股。
Consumer 2018-11-29T14:15 財經茄呢啡 過去台資食品廠,會選擇在大陸設廠,不過大陸內需不振,台資食品三劍客面臨流血競爭,近六個月股價慘跌,康師傅昨日盤中暴跌18.84%,收盤仍跌17.74%,創1996年掛牌22年來最大幅下跌幅,統一中控從6月到目前修正幅度也31%,旺旺則跌超過27%。
Consumer 2018-11-29T14:15 財經茄呢啡 食品內需股現沽壓。康師傅績後遭券商唱淡,股價低見10.34元,收瀉17.74%,報10.48元;統一企業被美銀美林調低目標價,股價收插12.5%,報7元;旺旺收跌1.69%,報5.81元。其他食品股亦受壓,華潤啤酒收降4.96%,報26.85元;蒙牛收跌2.24%,報23.95元;日清食品收跌1.91%,報3.6元;達利收跌1.39%,報5.67元。
Consumer 2018-11-27T14:03 財經茄呢啡 零售業、食品等受環球經濟局面影響較小的部分內需股因為此前連續回軟而估值偏低,針對這些股票的逢低買進操作當天較為活躍;對年末商戰可能帶來美國國內消費改善的期待以及亞洲其他地區股市漲多跌少也增長了投資者的信心。
Consumer 2018-11-26T13:41 財經茄呢啡 高雄市長當選人韓國瑜掀起的「韓流」效應,法人樂觀其成。尤其韓國瑜喊出「東西賣得出去、人進得來、高雄發大財」,拚經濟政策取得選民青睞,推動高雄有關的營建、鋼鐵、內需觀光、百貨、食品等類股大漲。
Consumer 2018-11-24T13:57 財經茄呢啡 萬洲國際走低跌2.12%,報5.99元;雨潤食品傳母企有債務重組方案,股價飆6.35%,報0.67元,其他內需食品股走勢各異,中國旺旺跌0.35%,報5.73元;統一中國跌0.26%,報7.74元;康師傅跌2.52%,報12.4元;蒙牛乳業升0.2%,報24.45元。
Consumer 2018-11-22T13:51 財經茄呢啡 內需股逆市受壓,旺旺跌1.92%,報5.63元.蒙牛走低1.22%,報24.3元.恆安軟0.32%,報62.8元.萬洲升1.45%,報6.3元。
Consumer 2018-11-22T13:51 財經茄呢啡 內需股向好,中國旺旺升2.86%,報5.75元,為表現最佳成份股 ; 康師傅控股報12.78元,升0.16% ; 統一中國報7.62元,升1.33%。
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