盤中異動 | 農夫山泉盤中下跌5%，報於42.15港元
2022年10月19日15時46分，農夫山泉(HK09633)盤中下跌5%，報於42.15港元，成交額達1.22億港元，換手率達到0.05%。
9月16日訊，交銀國際發研報指，在爲期三天的中秋節期間，全國國內旅行出遊7340.9萬人次，同比下降16.7%，實現國內旅遊收入286.8億元人民幣，同比下降22.8%。兩項指標的恢復速度均落後於6月的端午節假期。多地政府發放消費券刺激消費市場。湖北武漢酒店平均入住率較2019年提升25%以上。節日期間，各城市主要零售和餐飲企業的銷售出現強勁復甦。隨着更多人到郊區進行短途旅行，參與“農家樂”、露營和“生態旅遊”等活動，“綠色消費”也開始流行起來。節日期間總票房同比下降26%，但從端午節的低基數基礎上有所改善。但8月票房同比增長81%（對比7月份同比增長9%），已經證明瞭市場對電影的需求正在迅速復甦。由於消費市場的復甦很大程度上取決於疫情，交銀仍會選擇基本面較好或所處行業有特定利好因素的股票。看好李寧（2331HK/買入）、華潤啤酒（291HK/買入）、百威亞太（1876HK/買入）和農夫山泉（9633HK/買入）。
9月9日，高盛：食品飲料股最新評級及目標價(表)，飲料與即食麪需求相對具韌性。9月5日，華西證券：維持農夫山泉(09633)“增持”評級，茶飲料業務爲上半年增長亮點。8月31日，花旗：維持農夫山泉(09633)“買入”評級，目標價升至56.5港元。
最新的財務數據顯示，公司於2022年1季度，營業收入82.99億人民幣，淨利潤23.04億人民幣；營業收入同比增加9.38%，毛利潤同比增加6.46%，淨利潤同比增加14.84%。
盈立趨勢長盈模型最近一次交易信號，2022年10月14日出現關注信號，觸發價格爲44.3港元（信號僅供參考）。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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