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Consumer 2017-11-30T13:49 財經茄呢啡 大和最新唱好萬洲,指其毛息口可受惠於豬肉成本下滑及產品升級而擴張,重申其買進評級,目標價9.7元,半日升1.24%,報8.2元。其他內需股表現疲軟,蒙牛跌4.06%,報20.1元,為半日表現最差藍籌;同屬中糧系的中國食品(00506)今天除淨,每股派特別息1.03元,現回吐7.82%,報4.01元;旺旺下星期一(4日)除淨,每股派中期息0.48美仙,半日跌1.93%,報6.09元。
Consumer 2017-11-30T13:49 財經茄呢啡 市場冷靜消化相關消息後,擔憂心理有所淡化。內需消費股昨天逆市上漲,蒙牛和恆安分別升約2.3%及1.3%。蒙牛更為升幅第二大藍籌,該股股價經過近日調整後,在20元關有支撐,後市認為有力回升,現價值博率高。
Consumer 2017-11-28T14:14 財經茄呢啡 內需股走個別,蒙牛股價下挫4.5%,恆安股價漲0.9%。國家財政部早前發布於12月1日開始對部分消費品進口關稅進行調整。在此前降稅的基礎上,本次進一步調降消費品進口關稅,范圍涵蓋食品、保健品、藥品、日化用品、衣著鞋帽、家用設備、文化娛樂、日雜百貨等各類消費品,共涉及187個8位稅號,平均稅率由17.3%降至7.7%。
Consumer 2017-11-16T13:18 財經茄呢啡 另一編委建議留意內需股,其中食品股康師傅首三季多賺38%,績後獲大行升評級及目標價,刺激股價再揚6.6%,創一年新高。新秀麗第三季純利增78.4%,推動股價升近3%。
Consumer 2017-11-14T14:12 財經茄呢啡 16.百貨虛實零售今個星期買氣氣氛飆到最高點,包括遠百、淘帝-KY、大洋-KY與專賣名牌家電的集雅社等均受惠買氣加溫而行情看漲,外資持續買入。法人分析,在新閣揆一上任即接續公布政策利多,包括軍公教加薪、一例一休修法等均有助內需復蘇,並推動整體百貨貿易類股指數11月以來上揚1.79%。
Consumer 2017-11-13T14:10 財經茄呢啡 另外;匯控升0.9%;友邦升0.7%;港交所升1.8%。領展 昨天中午發布中期可分派總額增7%,券商看法分歧,大摩指業績乎估計,保持「賣入」評級和目標價68元,股價見69.25元創新高,半日升3.5%為升幅最大藍籌。相反,內需股回吐,蒙牛跌2.3%;旺旺跌1.8%;恆安跌0.4%。
Consumer 2017-11-13T14:10 財經茄呢啡 百貨虛實零售今周買氣氣氛飆到最高點,包括遠百、淘帝-KY、大洋-KY與專賣名牌家電的集雅社等均受惠買氣加溫而行情看漲,外資持續買入。法人分析,在新閣揆一上任即接續公布政策利多,包括軍公教加薪、一例一休修法等均有助內需復蘇,並推動整體百貨貿易類股指數11月以來上升1.79%。
Consumer 2017-11-11T13:16 財經茄呢啡 匯控升0.7%;友邦升0.1%;港交所升1.5%;萬洲升2.1%;中海油升1.5%。領展 昨天中午發布中期可分派總額增7%,券商看法分歧,當中花旗升目標價至75元,股價見69.25元創新高,收市升4.1%,為升幅最大藍籌。相反,內需股回吐,蒙牛跌2.5%;旺旺跌1.3%;金沙中國跌0.8%。
Consumer 2017-11-09T13:51 財經茄呢啡 藍籌內需股個別發展,恆安及蒙牛分別升3.6%及1.6%;萬洲及旺旺分別跌1.8%及1.3%。中資產融股靠穩,中國平安再破頂,半日升0.6%;交行、中行、國壽升0.2%-0.5%。
Consumer 2017-11-09T13:51 財經茄呢啡 另外;匯控升0.9%;友邦升0.7%;港交所升1.8%。領展 昨天中午發布中期可分派總額增7%,券商看法分歧,大摩指業績乎估計,保持「賣入」評級和目標價68元,股價見69.25元創新高,半日升3.5%為升幅最大藍籌。相反,內需股回吐,蒙牛跌2.3%;旺旺跌1.8%;恆安跌0.4%。
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