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盤中異動 | 農夫山泉盤中上漲5%,報於42.35港元
uSMART盈立智投 11-04 11:29

2022年11月4日11時29分,農夫山泉(HK09633)盤中上漲5%,報於42.35港元,成交額達6709.42萬港元,換手率達到0.04%。

10月31日訊,交銀國際發研報指,國家統計局公佈22年9月社會消費品零售總額同比增長2.5%,低於8月5.4%的增速。9月份必選消費銷售增長平穩,可選較弱。交銀觀點:對雙十一謹慎樂觀。交銀認爲庫存增加意味着今年的折扣更大,這可能會刺激今年雙十一的GMV增長。投資啓示:消費股過去一週的表現弱於大盤,這主要反映了整體市場的疲軟,同時9、10月份商品零售亦表現疲軟。估值也降至更合理的水平。交銀仍然看好中國的長期增長,並認爲目前是優質股票的買入良機。該行看好農夫山泉、華潤啤酒、百威亞太和李寧。

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。

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11月1日出現關注信號,觸發價格爲41.05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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