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奶粉錢唔易賺

2月15日,周三。投行報告經常出現一些有趣縮寫,例如IMF, 以往只知道代表國際貨幣基金組織,卻原來,嬰兒配方 ...全文

今日信報理財投資投資者日記畢老林2017年02月16日

國指全周飆4.6% 跑贏恒指

亞太區股市周五造好,帶動恒指高開120點,最多曾升193點,高見23718點,再創近4個月高,其後升幅收窄,收 ...全文

今日信報要聞2017年02月11日

360市況概覽

... ,收報23184點。蒙牛乳業(02319)為升幅最大藍籌,股價於200天線位置表現堅挺,上日下試該位後隨即掉頭 ...全文

今日信報理財投資信報投資分析研究部2017年02月03日

Sichuan quake funds were well monitored, says ex-China official

The donations collected after the 2008 Sichuan earthquake were monitored properly and put to good use, a Chinese official involved in the disaster relief operation said, dismissing a recent media repo ...More

EJ Insight2016-05-30

Yellen's dovish remarks buoy equity markets

Global equity markets rallied following dovish comments from Federal Reserve chairwoman Janet Yellen on Tuesday. Short-sellers rushed to wind up their positions, and fund managers bought more shares. ...More

EJ Insight2016-03-31

New population policy to bolster infant-related stocks

Infant-related counters are expected to rise following an end to China's one-child policy despite a general downtrend in the stock market. About 3 million to 6 million more babies will be born each ye ...More

EJ Insight2016-02-15

Yili to benefit from dairy industry reform

China’s A shares continued to fall back Thursday. The Shanghai Composite Index dropped 3.7 percent, and Shenzhen's Growth Enterprise Market slid 6.3 percent. Investors should be careful with high-valu ...More

EJ Insight2015-06-20

What to buy before A shares break into MSCI

Hong Kong's stock market has become a battleground for mainland Chinese retail investors and global institutional investors. They have been taking a mainland view on Hong Kong shares while looking at ...More

EJ Insight2015-06-03

Why you should be overweight on China retail plays

If you are seeking bargain-hunting opportunities in Chinese stocks, there are still some options left. Foremost among them would be mainland retail plays, which have undergone major correction in the ...More

EJ Insight2015-05-13

Why HK gets better food even as China safety woes linger

The rules may seem a bit arbitrary, but did you know that there are detailed standards concerning the weight, pelage and body size of porker pigs to be exported to Hong Kong? Among other things, the ...More

EJ Insight2015-04-21

Tech sector weight drags on HSI

Heavy selling pressure on tech stocks weighed on Hong Kong's benchmark Hang Seng Index (HSI) Monday, sending the index down 91 points, or 0.41 percent, to 22,132. The Hang Seng China Enterprises Index ...More

EJ Insight2014-04-28

High margin days of mainland baby formula market may soon end

Infant formula is generally more expensive in China than elsewhere, which is why Hong Kong has imposed restrictions of the amount of baby powder milk that shoppers can take across the border to preven ...More

EJ Insight2014-04-15

Mengniu Dairy sales up 20% in 2013, paper says

China Mengniu Dairy Co. Ltd. said its sales rose 20.4 percent year on year to 43.36 billion yuan (US$7.06 billion) in 2013, driven by government support, changes in product line-up and an acquisition, ...More

EJ Insight2014-03-27

China lenders, property plays pace HSI gains

Hong Kong stocks closed higher Wednesday, buoyed by better than expected results by Chinese banks and property developers. The benchmark Hang Seng Index picked up 155 points, or 0.72 percent, to finis ...More

EJ Insight2014-03-26

Reform hopes help Sinopec stand out in the blue-chip crowd

Hong Kong's benchmark Hang Seng Index (HSI) ended a choppy trading session down Friday after rising more than 110 points in the morning. The index fell 42 points, or 0.19 percent, to finish at 22,660; ...More

EJ Insight2014-03-07

Hang Seng pauses as investors await key China data

Hong Kong stocks took a breather Thursday as investors stepped back ahead of congressional testimony by United States Federal Reserve chief Janet Yellen and Friday's release of China's inflation data. ...More

EJ Insight2014-02-13

The Big Picture: CREAM OF THE CROP

It came as a surprise but the cream of the Chinese dairy industry is about to be included in Hong Kong’s benchmark stock index. Hang Seng Indexes Co. Ltd. said Wednesday that China Mengniu Dairy Co., ...More

EJ Insight2014-02-13

HSI strengthens as property developers take off

Hong Kong stocks added to Tuesday's 380-point gain, buoyed by news that China's January exports beat expectations, coupled with a rally in property counters. The benchmark Hang Seng Index rose 322 poi ...More

EJ Insight2014-02-12

Danone lifting stake in China Mengniu Dairy, Bloomberg says

France's Danone SA has agreed to raise its stake in China Mengniu Dairy Co. (2319.HK) by investing an additional 486 million euro (US$663 million) in the mainland milk producer, Bloomberg News reporte ...More

EJ Insight2014-02-12

Mengniu JV buys Yashili Zhengzhou unit, filing says

Baby formula maker Yashili International Holdings Ltd. (01230.HK) on Monday announced it is selling the entire equity interest of its Zhengzhou subsidiary to a joint venture formed by China Mengniu In ...More

EJ Insight2014-01-06

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