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標題: 控制著全球食品的十家公司 [打印本頁]

作者: Brian    時間: 2014-9-6 16:25     標題: 控制著全球食品的十家公司

農業與食品行業去年在全球雇用了10億多人,占全球勞動力總量的三分之一。國際樂施會整理出全球最有影響力的10家食品公司,這些公司對人類的飲食習慣以及環境都造成巨大衝擊。

1. 英國聯合食品公司。去年營收211億美元,利潤8.37億美元,僱員人數11萬2652人。
[Brian註: LSE:ABF, 較為人熟知的品牌是 Twinings茶葉.]


2. 可口可樂。去年營收469億美元,利潤86億美元。僱員人數13萬600人。

3. 達能集團。去年營收293億美元,利潤20億美元,僱員人數10萬4642人。

4. 通用磨坊。去年營收179億美元,利潤18億美元,僱員人數4.3萬人。

5. 凱洛格(Kellogg)。去年營收148億美元,利潤18億美元,僱員人數3萬277人。


6. 火星公司(Mars Inc。)。它是全球十大食品公司中唯一一家沒有上市的公司。M&Ms巧克力吃過嗎?就是這家公司旗下品牌之一。去年營收330億美元,僱員人數6萬人,利潤不明。

7. 億滋國際(Mondelez International)。去年營收353億美元,利潤39億美元,僱員人數10萬7000人。
[Brian註: 這家是卡夫食品分拆後, 負責北美地區以外業務的新公司]


8. 雀巢。去年營收1035億美元,利潤112億美元,僱員人數33.3萬人。

9. 百事可樂。去年營收664億美元,利潤67億美元,僱員人數27.4萬人。

10. 聯合利華集團。去年營收685億美元,利潤74億美元,僱員人數17.4381萬人。


盈利率最高的還是祖師爺的萬年持股...
作者: chenleon1    時間: 2014-9-6 20:52


作者: chenleon1    時間: 2014-9-6 21:00

不要忘了這一家:

YUM! Brands, Inc. (YUM) is a quick service restaurant company based on number of system units, with over 39,000 units in more than 125 countries and territories. The Company, through three concepts of KFC, Pizza Hut and Taco Bell (Concepts) develops, operates, franchises and licenses a worldwide system of restaurants, which prepare, package and sell a menu of priced food items. The Company operates in six segments: YUM Restaurants China (China or China Division), YUM Restaurants International (YRI or International Division), Taco Bell U.S., KFC U.S., Pizza Hut U.S. and YUM Restaurants India (India or India Division). The China Division includes mainland China, and the India Division includes India, Bangladesh, Mauritius, Nepal and Sri Lanka. YRI includes the remainder of its international operations.
作者: 00666    時間: 2014-9-9 02:02


作者: chenleon1    時間: 2014-9-9 09:55

全球最大飲食服務公司:英國金巴斯集團(Compass Group)金巴斯集團是全球最大的飲食集團之一。業務遍及全球九十個國家和地區, 員工三十七萬五千。金巴斯集團是一家英國公司, 專門從事多種不同類型的飲食業務, 主要服務領域包括寫字樓, 工廠, 學校, 醫院, 機場, 鐵路, 購物商場等等。
  金巴斯集團於1995年初成始進軍香港飲食業市場, 隨即成功獲得海洋公園之飲食服務承辦權。其後, 公司更以怡樂食為名擴展業務, 業務包括 : 餐飲到會服務、員工餐服務、及學校膳食服務。為了迎合市場發展之需要, 金巴斯集團香港有限公司於二零零一年, 為其主要之飲食業務, 劃分為三個獨立的品牌 :到會服務- 盈嘉; 機構膳食 - 怡樂食;學校膳食, 澤慧。



作者: Brian    時間: 2014-9-9 22:52

同學貼的這張圖引起我的興趣, 於是google了一下. 有篇文章做了說明, 標題是: 選擇的幻覺, 這十家公司幾乎包含了所有你身邊的一般消費品品牌. 有興趣的同學可以去看一下這篇文章:

http://elitedaily.com/news/world ... ery-product-market/
作者: yangsatue2001    時間: 2014-9-9 23:28



QUOTE:
原帖由 chenleon1 於 2014-9-6 21:00 發表
不要忘了這一家:

YUM! Brands, Inc. (YUM) is a quick service restaurant company based on number of system units, with over 39,000 units in more than 125 countries and territories. The Company,  ...

Yum是屬於Pepsico其中一部分的
作者: chenleon1    時間: 2014-9-10 09:54

百勝公司前身泰康全球餐飲公司(Tricon Global Restaurant,Inc.),於1997年10月7日從百事可樂公司分離,成為獨立的股票公開上市公司。它被授權在全球範圍內使用肯德基、必勝客、塔可鍾等品牌。

百勝餐飲集團(英文:Yum! Brands, Inc.)是一家總部位於美國肯塔基州路易斯維爾的餐飲集團,旗下擁有以肯德基必勝客塔可鐘(Taco Bell)等為主力的多個餐飲連鎖品牌,在超過130個國家和地區擁有近40,000間餐廳,是全球門市最多的速食公司,並被《財星》雜誌列入全球500大企業名單內。
作為全球佈局的一環百勝集團在中國大陸也進行積極的市場拓展,除了旗下原本就擁有如肯德基、必勝客、塔可鐘等國際品牌外,也擁有東方既白小肥羊等中國當地品牌的經營權。



QUOTE:
原帖由 yangsatue2001 於 2014-9-9 23:28 發表

Yum是屬於Pepsico其中一部分的


作者: chenleon1    時間: 2014-9-16 20:11


作者: chenleon1    時間: 2014-9-17 09:47

  1. 康師傅
  2. 康師傅控股有限公司,曾用名頂益控股有限公司,是一家註冊於開曼群島、總部位於天津、在香港交易所上市的台資工業公司,是中國大陸最大的臺資公司,由中華民國臺灣彰化縣魏姓四兄弟創辦。現任董事長為魏應州。 維基百科






[ 本帖最後由 chenleon1 於 2014-9-17 09:51 編輯 ]
作者: chenleon1    時間: 2014-9-17 10:07


作者: chenleon1    時間: 2014-9-17 10:11

  1. 通用磨坊
  2. 通用磨坊是一間財富500強企業,主要從事食品製作業務,為世界第六大食品公司,總部設於美國明尼蘇達州明尼阿波利斯黃金谷。現時其產品廣銷全球,主要品牌包括Haagen-Dazs、Betty Crocker、綠巨人 及灣仔碼頭水餃等,以及多款早餐穀物品牌。 維基百科


  1. 凱洛格公司
  2. 家樂氏公司,又譯凱洛格,是美國一家生產穀物和零食的公司,以發明栗米片這一早餐而著名。家樂氏是世界領先的方便食品生產商,2008年銷售量已達130億美元。該公司的產品家樂氏玉米片已經獲得英國皇家認證。家樂氏在中國業務由與益海嘉里組成的合資公司——益海嘉里家樂氏食品有限公司負責。 維基百科



Mars knows chocolate sales are nothing to snicker at. The company makes global brands M&M's, Snickers, and the Mars bar. Other confections include 3 Musketeers, Dove, Milky Way, Skittles, and Twix. Its products portfolio also boasts Seeds of Change organic food, the Klix and Flavia beverage systems, Combos and Kudos snacks, Uncle Ben's rice, and pet food made under the Pedigree, Sheba, and Whiskas labels. Mars owns the world's largest chewing gum maker, Wm. Wrigley Jr. Company, as well. The Mars family -- including siblings and chairman John Franklyn Mars, VP Jacqueline Badger Mars, and former CEO Forrest Mars Jr. -- owns the highly secretive company, making the family one of the wealthiest in the US.




[ 本帖最後由 chenleon1 於 2014-9-17 10:12 編輯 ]
作者: chenleon1    時間: 2014-9-17 10:16

  1. 億滋國際
  2. 億滋國際前身是美國第一、全球第二大的食品公司——卡夫食品。卡夫食品於2012年10月分拆為兩家獨立上市公司,一家是仍用原名,負責北美業務的公司;另一家是面向全球市場的企業,更名為億滋國際,情況如菲利普·莫里斯國際公司分拆手法一樣。 維基百科


  1. 聯合利華
  2. 聯合利華是一家擁有多個世界知名的食品、飲料、清潔劑和個人護理產品的上市公司,2010年全球營業額553.52億美元。 西元1929年,英國Lever公司與荷蘭Margarine Unie公司簽訂協議,組建Unilever公司。 維基百科
  1. 雀巢

  2. 雀巢公司由亨利·雀巢於1866年創建,總部設在瑞士日內瓦湖畔的沃韋,在全球擁有500多家工廠;是世界上最大的食品製造商。公司起源於瑞士,最初是以生產嬰兒食品起家,以生產巧克力棒和速溶咖啡聞名遐邇。 維基百科





[ 本帖最後由 chenleon1 於 2014-9-17 10:18 編輯 ]
作者: chenleon1    時間: 2014-9-17 10:19

  1. 卡夫食品
  2. 美國卡夫食品有限公司是一家主要生產咖啡、糖果、奶類製品等產品的美國食品製造商。卡夫在超過70個國家開展業務,其產品全球150個國家有售。 卡夫北美及卡夫國際兩個單位分別管理北美地區市場,以及歐洲及發展中國家市場。維基百科
  1. 好時
  2. 好時公司,或其所使用的品牌名好時,是美國最大的巧克力製造商,也是最早的巧克力製造商,總公司位於賓夕法尼亞州赫爾希鎮。旗下產品有KISSES好時之吻巧克力、好時巧克力排塊、Reeses、Twizzlers等。好時的產品在世界近六十個國家都有販售,其同時也是世界可可基金會的會員之一。 維基百科

J & J Snack Foods Corp. (J & J) manufactures nutritional snack foods and distributes frozen beverages which it markets nationally to the food service and retail supermarket industries. The Company's principal snack food products are soft pretzels marketed primarily under the brand name SUPERPRETZEL, frozen juice treats and desserts marketed primarily under the LUIGI'S, WHOLE FRUIT, ICEE and MINUTE MAID* brand names, churros marketed primarily under the TIO PEPE'S and CALIFORNIA CHURROS brand names and bakery products sold primarily under the READI-BAKE, COUNTRY HOME, MARY B'S AND DADDY RAY'S brand names, as well as for private label and contract packing. In May 2014, the Company acquired Philly's Famous Water Ice, Inc.

http://www.jjsnack.com/jjsnack-products/#/jjsnack-pretzels



[ 本帖最後由 chenleon1 於 2014-9-17 10:23 編輯 ]
作者: chenleon1    時間: 2014-9-17 10:28

  1. 金寶湯公司
  2. 金寶湯公司,於台灣曾命名為湯廚,是當今美國首屈一指的罐頭湯生產商。總部位於新澤西州的肯頓,產品暢銷全球120國家及地區。除了濃縮罐頭湯之外,該公司近年亦開始開拓其他食品市場,例如濃縮食品、非濃湯品、即沖湯粉、肉汁等。金寶湯公司也併購了多間美國食品公司。維基百科



Flowers Foods, Inc. (Flowers Foods) is a producer and marketer of bakery products in the United States. The Company is the producer and marketer of packaged bakery foods for retail and foodservice customers in the United States. Flowers Foods operates 44 bakeries that produce a range of bakery products, which include breads, buns, rolls, snack cakes, and pastries. These products are sold through a direct-store-delivery network with access to approximately 70% of the United States population in the East, South, and Southwest, as well as in certain markets in California. Select Flowers products are sold nationwide through customers' delivery systems. Among the Company’s top brands are Nature’s Own and Tastykake. In July 2013, Flowers Foods Inc announced the completion of its acquisition of bread assets, including 20 bakeries; the Wonder, Merita, Home Pride, Butternut, and Nature's Pride brands, and 36 depots from Old HB, Inc.


http://www.flowersfoods.com/






[ 本帖最後由 chenleon1 於 2014-9-17 10:31 編輯 ]
作者: chenleon1    時間: 2014-9-17 10:34

  1. 泰森食品公司
  2. 泰森食品公司是總部位於美國阿肯色州斯普林代爾的一家跨國公司,主要從事食品加工。2005年度,泰森食品是財富500強中第二大食品加工公司,也是世界最大的肉品生產商。 維基百科



Sanderson Farms, Inc. is a poultry processing company engaged in the production, processing, marketing and distribution of fresh and frozen chicken products. In addition, the Company is engaged in the processing, marketing and distribution of prepared chicken through its wholly owned subsidiary, Sanderson Farms, Inc. (Foods Division). It sells ice pack, chill pack, bulk pack and frozen chicken, in whole, cut-up and boneless form, under the Sanderson Farms brand name to retailers, distributors, and casual dining operators in the south-eastern, south-western, north-eastern and western United States and to customers who resell frozen chicken into export markets. During the fiscal year ended October 31, 2013 (fiscal 2013), it processed 434 million chickens, or over 3.0 billion dressed pounds.

http://www.sandersonfarms.com/




  1. 荷美爾
  2. 荷美爾食品公司是總部設在明尼蘇達州奧斯汀、主要以生產午餐肉為主的公司,公司最早在1891年時由喬治·荷美爾成立,並且命名為「喬治·荷美爾公司」。但是到了1993年時,便更改名稱為今日使用的「荷美爾食品公司」。 維基百科



[ 本帖最後由 chenleon1 於 2014-9-17 10:43 編輯 ]
作者: chenleon1    時間: 2014-9-17 10:40

Pilgrim's Pride Corp (Pilgrim's) is a chicken producer with operations in the United States, Mexico and Puerto Rico. The Company is engaged in the production, processing, marketing and distribution of fresh, frozen and value-added chicken products to retailers, distributors and foodservice operators. As of December 26, 2010, it had the capacity to process more than 38 million birds per week for a total of more than 10.3 billion pounds of live chicken annually. During the fiscal year ended December 26, 2010 (fiscal 2010), it produced 7.7 billion pounds of chicken products. As of December 26, 2010, it operated 26 poultry processing plants located in Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia. It has one chicken processing plant in Puerto Rico and three chicken processing plants in Mexico. In August 2012, Cal-Maine Foods, Inc. announced acquisition of the commercial egg assets of Pilgrim's.
http://www.pilgrims.com/




  1. JBS股份

  2. JBS股份有限公司,簡稱JBS股份,在1953年創立,屬於巴西最大跨國食品加工集團。 而總部位於聖保羅,名為Avenida Marginal Direita do Tiete, 500 Vila Jaguara - Sao Paulo/SP - Brazil。 維基百科

http://jbss.infoinvest.com.br/static/enu/perfil-corporativo.asp?idioma=enu






作者: chenleon1    時間: 2014-9-17 10:46

Cal-Maine Foods, Inc., is a producer and marketer of shell eggs in the United States. Its primary business is the production, grading, packaging, marketing and distribution of shell eggs. It sells most of its shell eggs in the southwestern, southeastern, mid-western and mid-Atlantic regions of the United States. The Company markets its shell eggs through its distribution network to a group of customers, including national and regional grocery store chains, club stores, foodservice distributors and egg product manufacturers. It sells shell eggs to a majority of the food retailers in the United States. In March 2014, the Company acquired 50% interests of Delta Egg Farm, LLC from Sunbest Foods of Iowa, Inc., a Moark, LLC affiliate, as result Delta Egg Farm, LLC, is a wholly owned subsidiary of the Company. In September 2014, Cal-Maine Foods Inc announces joint venture's acquisition of franchise for Specialty Eggs Sales in Southern California and Nevada.

名副其實的雞蛋股...
http://www.calmainefoods.com/






Industrias Bachoco SAB de CV (Bachoco) is a Mexico-based holding company primarily engaged in the poultry production. The Company’s main product lines include chicken, eggs, balanced feed, swine, and turkey and beef value-added products. Through its production facilities established in Mexico and the United States, the Company is active in the hatching and breeding of chickens, pigs and turkeys; as well as in the packaging and distribution of its derivative products. It owns and manages more than a thousand facilities, organized in nine production complexes and 64 distribution centers in Mexico, and a production complex in the United States. On July 9, 2013, the Company acquired the assets of the breeding farms of Morris Hatchery Inc., located in Arkansas, the United States, which includes mainly equipment and inventory of birds.




[ 本帖最後由 chenleon1 於 2014-9-17 10:50 編輯 ]
作者: chenleon1    時間: 2014-9-17 11:08

http://www.meadjohnson.com.hk/ 嬰兒食品公司
Mead Johnson Nutrition Company (Mead Johnson) is a global pediatric nutrition company. The Company manufactures, distributes and sells infant formulas, children's nutrition and other nutritional products. Its Enfa family of brands, including Enfamil infant formula, is the global brand franchise in pediatric nutrition. Its product portfolio addresses a range of nutritional needs for infants, children and expectant and nursing mothers. The Company markets its portfolio of more than 70 products to mothers, health care professionals and retailers in more than 50 countries in Asia, North America, Latin America and Europe. During the year ended December 31, 2011, it operated two segments: Asia/Latin America and North America/Europe, which consisted of 66% and 34%, respectively, of its net sales. In addition to the Enfa family of brands, the Company markets several other brands on a local, regional or global basis.





Danone SA is a France-based food company that primarily produces fresh milk products, baby foods, biscuits, cereal products and medical nutrition products. It also co-produces bottled water. The Company's portfolio of brands and products include Danone, a brand of fresh dairy products; Evian, a brand of bottled still water; Volvic, its international brand of bottled still water, and Aqua, a brand of packaged water in Indonesia. It has presence in the infant food market in France through its subsidiary, Bledina. It has also developed two probiotic dairy product lines known under the names Actimel, and Activia, as well as a line of low-fat products under the names Taillefine, Vitalinea and Ser. The Company operates through numerous subsidiaries in Europe, Asia and Americas. In February 2013 it acquired majority stake in Centrale Laitiere SA. In May 2013, it acquired an equity interest of over 90% in Happy Family, a baby food producer. In August 2013, it acquired YoCrunch.http://www.danone.com/en/

  1. 達能

  2. 達能集團是一家總部位於法國巴黎的跨國性食品公司,它的乳製品特別是酸奶非常有名。 達能公司由伊薩克·卡拉索於1919年在西班牙巴塞隆納創立,它的名字來源於創始人兒子丹尼爾的暱稱。十年以後,達能在法國開設了第一家工廠,由於正值第二次世界大戰,卡拉索將公司搬到了美國紐約。 維基百科




[ 本帖最後由 chenleon1 於 2014-9-17 11:13 編輯 ]
作者: chenleon1    時間: 2014-9-17 11:18

McCormick & Company, Incorporated manufactures, markets and distributes spices, seasoning mixes, condiments and other flavorful products to the entire food industry, retail outlets, food manufacturers and foodservice businesses. The Company operates in two business segments: consumer and industrial. The Company’s sales, distribution and production facilities are located in North America and Europe. Additional facilities are based in China, Australia, Mexico, India, Singapore, Central America, Thailand and South Africa. The Company operates in two business segments: consumer and industrial. Its products are sold directly to customers and also through brokers, wholesalers and distributors. In May 2013, the Company has completed its purchase of China's Wuhan Asia-Pacific Condiments Co.http://www.mccormick.com/



The J. M. Smucker Company operates principally in the manufacturing and marketing of branded food products. Majority of the Company’s sales are in the United States. The Company's operations outside the United States are principally in Canada, although products are exported to other countries as well. The Company operates in three segments: U.S. Retail Coffee, U.S. Retail Consumer Foods, and International, Foodservice and Natural Foods. In August 2013, the Company completed an acquisition of Enray Inc. In September 2014, Palladium Equity Partners, LLC completed the sale of Sahale Snacks, Inc to the Company.
http://www.smuckers.com/


作者: chenleon1    時間: 2014-9-18 12:35

  1. 薩普托公司

  2. 薩普托公司是一家位於加拿大蒙特婁的乳製品製造公司。是1954年由義大利裔加拿大人朱塞佩·薩普托創立的乳酪商店發展而來的。現其產品包括乳酪、烘焙飾品和乳製品,是世界第12大乳製品製造公司。 薩普托公司是加拿大最大的乳製品加工公司,此外在美國、威爾斯、德國和阿根廷也有服務。 維基百科





作者: chenleon1    時間: 2014-9-19 19:55

合生元國際控股有限公司,簡稱合生元國際控股合生元國際,以及合生元英語:Biostime International Holdings Limited港交所1112),在1999年由羅雲羅飛(董事長及總裁)兄弟創立。名為「廣州市合生元生物製品有限公司」。
該公司總部位於中國廣州市經濟技術開發區東區聯廣路187號合生元公司。而主要業務是生產及銷售益生菌產品(兒童型)、嬰幼兒配方奶粉、營養食品,以及嬰幼兒護理新系列產品。主要品牌為「合生元」、「葆艾」,以及「媽媽100網」。
http://www.biostime.com.cn/jsp/about/investor9.jsf?article=info_partner9



作者: chenleon1    時間: 2014-9-19 20:14

蒙牛英語Mengniu DairMonmilk),是一家總部位於中國內蒙古乳製品生產企業,公司創辦人牛根生
蒙牛是中國大陸生產牛奶酸奶和乳製品的領頭企業之一,1999年成立,至2005年時已成為中國奶製品營業額第二大的公司,其中液態奶和冰淇淋的產量都居全中國第一。
隨著神舟五號神舟六號的成功發射,作為太空人飲用牛奶指定供應商的蒙牛以此為題在各大媒體投放了大量的廣告,因此在中國大陸一舉成名。蒙牛還連續多年贊助了超級女聲選秀活動。
控股公司的中國蒙牛乳業有限公司港交所2319)是一家在香港交易所上市的工業公司。蒙牛主要業務是製造液體奶、冰淇淋和其他乳製品。蒙牛公司在開曼群島註冊,現任董事會主席為中糧集團董事長寧高寧




作者: chenleon1    時間: 2014-9-20 15:05

河南雙匯投資發展股份有限公司深交所000895),簡稱「雙匯發展」,為萬洲國際有限公司附屬公司。[1]

萬洲國際有限公司,簡稱萬洲國際港交所0288),是中國最大型的肉類食品集團之一,總部設在香港。公司從事家禽、肉類、類、水產類、速凍食品罐頭藥品方便食品加工包裝銷售。它的上市子公司為「河南雙匯投資發展股份有限公司」(深交所000895),簡稱「雙匯發展」。[1] 香港萬洲國際有限公司通過河南雙匯實業和羅特克斯兩家子公司合計持有73.26%的雙匯發展流通A股。
在海外,萬洲國際有限公司全資擁有美國的豬肉加工商史密斯菲爾德食品,而史密斯菲爾德食品又持有西班牙包裝肉製品公司坎波夫里奧食品集團合計37%的股權。


作者: chenleon1    時間: 2014-9-22 11:21


作者: chenleon1    時間: 2015-1-18 16:11

蘭開斯特殖民地公司是一家多元化的製造商和消費類產品營銷。該公司主要專注於特色食品零售和食品服務市場。該公司還生產和銷售蠟燭食品,藥物和大眾市場。它運行在一個經營分部:特色食品。在2014年1月,蘭開斯特殖民地公司出售了蠟燭製造和銷售業務的全部經營性淨資產。該公司的特色食品節段製造和銷售沙拉醬和調味料。此外,其銷售的部分涉及到敷料包,冷凍麵條專業和麵食銷售給工業客戶用作其產品配料或成分。

http://www.lancastercolony.com/marzetti-retail



蘭開斯特殖民地公司是一家中型製造商和專業食品營銷的零售和餐飲市場。由於T. Marzetti公司的母公司,蘭開斯特殖民地以其品牌和自有品牌的零售和餐飲產品。頂級品牌包括MarzettiR,紐約BrandR,和姐姐Schubert'sR。 成功的一個半世紀 在1961年,一些小玻璃及相關家庭用品製造公司合併成立斯特殖民地公司。兩年後,董事會發起了一項戰略,通過年度紅利以增加回報股東。自1963年蘭開斯特殖民地已經連續支付股利季度。 蘭開斯特殖民地上市於1969年,這一年也看到了公司進入特色食品企業的購買T. Marzetti公司。 如今,蘭開斯特殖民地被定位為營銷和特色食品產品製造商,為零售和餐飲市場。
作者: chenleon1    時間: 2015-2-3 21:25

B&G Foods, Inc. (B&G Foods) is a holding company whose principal assets are the shares of capital stock of its subsidiaries. The Company manufactures, sells and distributes a range of shelf-stable food and household products across the United States, Canada and Puerto Rico. Its products include hot cereals, fruit spreads, canned meats and beans, bagel chips, spices, seasonings, hot sauces, wine vinegar, maple syrup, molasses, salad dressings, Mexican-style sauces, dry soups, taco shells and kits, salsas, pickles, peppers, tomato-based products, puffed corn and rice snacks, nut clusters, Greek yogurt coated granola bars and bites and other specialty products. Some of the Company’s brands include Ac’cent, B&G, B&M, Baker’s Joy, Canoleo, Cary’s, Cream of Rice, Emeril’s, Molly McButter, Mrs. Dash, New York Style, Old London, Ortega, Pirate’s Booty, Polaner, Regina, Rickland Orchards, Sa-son, Sclafani, Spring Tree, Sugar Twin, Trappey’s, TrueNorth, Underwood, Vermont Maid and Wright’s.



作者: ncusendoh    時間: 2015-2-4 10:41



QUOTE:
原帖由 chenleon1 於 2015-2-3 21:25 發表
B&G Foods, Inc. (B&G Foods) is a holding company whose principal assets are the shares of capital stock of its subsidiaries. The Company manufactures, sells and distributes a range of she ...

常利太低的是不是應該先晾著,先等他是否能轉大人再說
作者: chenleon1    時間: 2015-2-4 10:45

持續開發新股, 認識新公司是我的興趣. 看到不錯的都會post上來讓大家認識與討論.如何持股, 判定是否是好學生, 跟買不買的原則 mike 上課都已經教了.
作者: fortune1115    時間: 2015-2-5 11:17     標題: 紛美包裝快到淑價~~

紛美包裝有限公司(Greatview Aseptic Packaging Company Limited,港交所00468),前稱「泉林包裝」(Tralin Pak),是一家香港上市公司
紛美包裝是無菌包裝及相關服務供應商,專門向乳製品及非碳酸軟飲料生產商提供無菌包裝,紛美聲稱其三大客戶包括了蒙牛集團、惠爾康及伊利集團。據估計,截至2009年12月31日止年度,紛美包裝佔中國無菌包裝市場銷量的9.6%,按銷量計是中國從業者中的領導者。紛美包裝同時亦為法國德國俄羅斯捷克共和國沙烏地阿拉伯國家客戶提供服務。
紛美包裝的總部位於中國北京,旗下兩座工廠分別位於山東省高唐縣內蒙古自治區和林格爾縣,並正籌備在德國興建新廠房。




紛美包裝有限公司(0468.HK)成立於2001年,總部位於中國北京,前身為山東泉林紙業集團下的一個部門,原生產的無菌包裝主打品牌為「泉林包裝」,2007年公司的無菌包材年銷售量近20億包,並且出口至俄羅斯、歐洲和南美洲等地。2010年11月更名為紛美包裝,為全球第二大無菌包裝輥式送料供應商,估計市場份額約為1.5%。公司於2010年12月9日在港交所掛牌上市。



全文網址: http://www.moneydj.com/KMDJ/Wiki/wikiViewer.aspx?keyid=ab70db8a-6b8b-4502-9207-130289d09905#ixzz3QpvshQBm
MoneyDJ 財經知識庫



不會貼圖  最近快來到淑價了


作者: mikeon88    時間: 2015-2-5 19:24


作者: komy    時間: 2015-2-5 21:14



合生元淑價到了,看來不錯,感謝學長、Mike分享好股
不過有人知道為何股價前波從75一路跌到15嗎?
作者: mikeon88    時間: 2015-2-5 21:20

請簡介一下合生元是什麼樣的公司?謝謝。

巴班真是最國際化的討論區
作者: komy    時間: 2015-2-5 21:28

轉貼自本帖22樓chenleon1桑分享的簡介
合生元國際控股有限公司,簡稱合生元國際控股合生元國際,以及合生元英語:Biostime International Holdings Limited港交所1112),在1999年由羅雲羅飛(董事長及總裁)兄弟創立。名為「廣州市合生元生物製品有限公司」。
該公司總部位於中國廣州市經濟技術開發區東區聯廣路187號合生元公司。而主要業務是生產及銷售益生菌產品(兒童型)、嬰幼兒配方奶粉、營養食品,以及嬰幼兒護理新系列產品。主要品牌為「合生元」、「葆艾」,以及「媽媽100網」。
http://www.biostime.com.cn/jsp/about/investor9.jsf?article=info_partner9

附帶一提,合生元進口歐洲乳源,近期歐元貶值有助成本下降。
作者: chenleon1    時間: 2015-2-6 11:42


http://www.sandersonfarms.com/

台灣正流行雞瘟中...

[ 本帖最後由 chenleon1 於 2015-2-6 11:43 編輯 ]
作者: fortune1115    時間: 2015-2-6 22:10

合生元好像是毒奶事件 所以股價暴跌  可是 日子還是要過 總不可能一輩子都不喝牛奶吧
今天衝進去買了 小買一手 試試水溫
作者: chenleon1    時間: 2015-2-8 17:06

Rocky Mountain Chocolate is an international franchisor and confectionery manufacturer. It owns franchisee/licensee owned and franchised Rocky Mountain Chocolate Factory stores operating in 41 states, Canada, and the United Arab Emirates.



作者: katechen0714    時間: 2016-2-24 08:51


作者: Yvens    時間: 2016-2-24 10:04

                                                                                                            
mdlz 營業投資金融淨利
利益$m收入$m資產$m$m
2014/121,250 507
2015/31,080 312
2015/61,090 427
2015/91,040 7,270
2015/121,090 (716)
MDLZ 一次性收入....
作者: JerryChen    時間: 2016-2-28 01:19     標題: 最近賣了CPB

最近賣了CPB
2013/12/26     購入價 42.692016/2/27       賣出價 63.65
存股存一年3個月,漲49%
感謝Mike.

[ 本帖最後由 JerryChen 於 2016-2-28 01:23 編輯 ]
作者: mikeon88    時間: 2017-7-26 14:28

http://mikeon88.freebbs.tw/viewthread.php?tid=44463&extra=page%3D1
作者: swotkt    時間: 2017-7-30 06:45

最新一版本的營再表,在美股這插頁輸入 MJN,但是出來的資料不是 Mead Johnson Nutrtion Company 的。
能不能麻煩 Mike 檢查一下 ?
謝謝


作者: mikeon88    時間: 2017-7-30 10:05

這個問題很早以前問過了。
資料庫的問題,非我能解決。
作者: Brian    時間: 2017-7-30 21:05



QUOTE:
原帖由 swotkt 於 2017-7-30 06:45 發表
最新一版本的營再表,在美股這插頁輸入 MJN,但是出來的資料不是 Mead Johnson Nutrtion Company 的。
能不能麻煩 Mike 檢查一下 ?
謝謝


同學...

MJN跟Reckitt Benckise合併了,不再單獨上市。
作者: kaka    時間: 2017-10-23 14:58

瑞士……Chocoladefabriken Lindt & Spruengli AG (瑞士蓮)……(美股 LDSVF)


http://mikeon88.freebbs.tw/viewthread.php?tid=44738&extra=page%3D3
作者: kaka    時間: 2017-12-23 12:08

香港..食品..WH Group 萬洲國際 ( 港股 288 ,美股  WHGLY )
作者: kaka    時間: 2017-12-23 12:50

TATYY   英國泰萊(Tate & Lyle) ( 英股,第 36樓)


http://mikeon88.freebbs.tw/viewthread.php?tid=36162&extra=page%3D1&page=3
作者: kaka    時間: 2017-12-23 12:59

香港..食品股..卜蜂國際有限公司(港股: 0043 , 美股 CPKPY )


(港股 , 第 113樓)


http://mikeon88.freebbs.tw/viewthread.php?tid=5165&extra=page%3D1&page=8
作者: kaka    時間: 2017-12-23 13:04

Olam International Ltd 奧蘭國際 ( 新加坡 O32 , 美股 OLMIY )




( 新加坡 , 第 36樓 )


http://mikeon88.freebbs.tw/viewthread.php?tid=37352&extra=page%3D1&page=3



( 新加坡 , 第 59樓 )



http://mikeon88.freebbs.tw/viewthread.php?tid=37352&extra=page%3D1&page=4

[ 本帖最後由 kaka 於 2017-12-23 13:06 編輯 ]
作者: kaka    時間: 2017-12-23 13:09

First Resources Ltd    棕櫚油製造,種植 ( 新加坡 EB5 , 美股 FSRCY )


( 新加坡 , 第 64 樓 )


http://mikeon88.freebbs.tw/viewthread.php?tid=37352&extra=page%3D1&page=5


作者: kaka    時間: 2017-12-23 13:44

台股..食品..德麥食品 ( 台股 1264 )
作者: kaka    時間: 2017-12-23 14:08

印尼...食品 ( 棕櫚油).... P.T. Astra Agro Lestari Tbk ( 印尼 AALI , 美股 AAGRY )
作者: kaka    時間: 2017-12-23 15:28

鮮活果汁-KY
作者: kaka    時間: 2017-12-23 15:28

鮮活果汁– KY將辦掛牌以來首次現增 規劃Q3完成
作者: kaka    時間: 2017-12-23 15:28

1256 F-鮮活
作者: kaka    時間: 2017-12-23 15:29

原物料股.. 食品 (棕櫚油)...東南亞(新加坡,印尼)
作者: kaka    時間: 2017-12-23 15:29

Coca Cola Enterprises (NYSE: CCE)
作者: kaka    時間: 2017-12-23 16:45

智利..食品...Embotelladora Andina SA ( 美股 AKO.A , AKO.B )
作者: kaka    時間: 2017-12-23 17:02

英國..食品..Britvic plc ( 英股 BVIC , 美股 BTVCY )
作者: kaka    時間: 2017-12-23 17:11

Marine Harvest  (MHGVY) 全球最大的養殖鮭魚的供應商   ( 在第8樓 )

=====================================================

[quote]原帖由 Raimu 於 2017-12-10 17:43 發表

INGR

https://money.moneydj.com/us/basic/basic0001/INGR

Ingredion Incorporated前稱為Corn Products International, Inc.成立於1906年,於2012年6月變更為現名,總部位於伊利諾州,公司與旗下子公司從事生產澱粉、甜味劑成分的產品,可應用於各產業。甜味劑種類包含葡萄糖漿、高麥芽糖漿、高果糖玉米糖漿、焦糖色素、葡萄糖、麥芽糊精、固態糖漿、食品級和工業級的澱粉,產品主要由玉米、木薯、馬鈴薯、稻子等原料所提練出來。公司還提供玉米食用油、人造奶油、沙拉調味料、酥油、美乃滋等產品,以及生產可用來製造雞飼料、寵物飼料、水產養殖飼料的玉米麩粉。公司產品廣泛運用於食品、飲料、製藥、造紙及瓦楞紙產品、紡織品、個人護理用品、動物飼料、玉米油等領域,經營市場包含北美、南美、亞太、歐洲、中東、非洲等地區。



作者: kaka    時間: 2017-12-23 17:27

瑞典-AXFOOD食品公司



http://mikeon88.freebbs.tw/viewthread.php?tid=38145&extra=page%3D1
作者: kaka    時間: 2017-12-23 17:43

挪威..食品.. LEROY SEAFOOD ( 挪威LYSFY , 美股 LYSFY , LYSFF)
作者: kaka    時間: 2017-12-23 17:51

日股..... Yakult Honsha  養樂多 ( 股 2267 , 美股 YKLTY )

http://mikeon88.freebbs.tw/viewthread.php?tid=44771&extra=page%3D1

[ 本帖最後由 kaka 於 2017-12-23 18:01 編輯 ]
作者: kaka    時間: 2017-12-23 17:55

日股...食品..TOYO SUISAN KAISHA 東洋水産(日股 2875,美股 TSUKY,TSUKF)


http://mikeon88.freebbs.tw/viewthread.php?tid=44868&extra=page%3D1
作者: kaka    時間: 2017-12-23 18:01

日股.. Ajinomoto 味之素株式會社 (日股 2802 , 美股 AJINY )


http://mikeon88.freebbs.tw/viewthread.php?tid=44840&extra=page%3D1
作者: kaka    時間: 2017-12-23 18:03

日股..食品..MEIJI Holdings 明治控股株式會社 (日股 2269 ,美股 MEJHY)


http://mikeon88.freebbs.tw/viewthread.php?tid=44844&extra=page%3D1
作者: kaka    時間: 2017-12-23 18:04

日股..食品..Nipponham Group (NH Foods) 日本火腿(日股 2282,美股 NIPMY)


http://mikeon88.freebbs.tw/viewthread.php?tid=44845&extra=page%3D1
作者: kaka    時間: 2017-12-23 19:02

印尼...食品... Indofood CBP Sukses Makmur Tbk PT    食品 , 速食麵  

( 印尼 ICBP ,美股 PIFFY )  

https://www.google.com.hk/finance?q=ISE%3AICBP&ed=hk&ei=47ESVaCqJsevugS_r4KAAQ


http://www.indofoodcbp.com
公司名稱股票代號貨幣總市值 ( 億 )行業Google Finance代號美股ADR代號
Indofood CBP Sukses Makmur66食品 , 速食麵 ISE:ICBP                    ( Google Finance 沒有交易資料)PIFFY



PT Indofood CBP Sukses Makmur Tbk is an Indonesia-based company primarily engaged in the manufacture of packaged instant noodles.

It also manufactures dairy products; snacks; biscuits; food seasonings; beverages, and nutrition and special foods, which comprises foods for infants, babies, and expectant and lactating mothers.

The Company is also engaged in packaging business as a supporting division, which offers flexible and corrugated packaging. Its major brands include Indomie, Supermi, Sarimi, Indomilk, Cap Enaak, Indofood, Piring Lombok, Chitato, Qtela, Lays, Cheetos, Promina and SUN. Some of its subsidiaries are Indofood (M) Food Industries Sdn. Bhd., PT Indolakto, PT Indofood Fritolay Makmur, PT Indofood Asahi Sukses Beverage and PT Surya Rengo Containers.





作者: kaka    時間: 2017-12-24 11:12

西班牙..食品.. Ebro Foods SA  ( 西班牙 EBRO , 美股  EBRPY )


http://www.ebrofoods.es


Ebro Foods SA is a Spain-based holding company primarily engaged in the food industry.

The Company's product portfolio includes rice, pasta, cereals and diet products, among others.

Ebro Foods SA is also involved in the production of soft drinks, pharmaceutical products, animal feeds and biofuels.

It markets its products under a variety of brands, such as SOS, Brillante, La Cigala, La Fallera, Saludaes, American Beauty, San Giorgio, 3 Glocken, Skinner and Ronzoni, among others.

The Company operates through such subsidiaries as Herba Ricemills SL, Herba Nutricion SL, Panzani SAS, Dosbio 2010 SL, Riviana Foods Inc, Ebro Foods Alimentacion SA and Azucarera Energias SA, among others. On June 18, 2014, the Company acquired 52% stake in Pastificio Lucio Garofalo SpA.


===============================================================


https://en.wikipedia.org/wiki/Ebro_Foods

Ebro Foods, S.A. (/ˈiːbroʊ fuːdz/; Spanish: [ˈeβɾo ˈfuðs]), formerly Ebro Puleva, is the leading company in the Spanish food processing sector.[2]

Ebro Foods is the world's largest traders/miller of rice[2] and the second biggest producer of pasta[3] (its Panzani brand is a market leader in France).[2]

The company's head office is in Madrid.[4]



作者: kaka    時間: 2017-12-24 11:37

菲律賓...食品... Universal Robina Corporation ( 美股 UVRBY , UVRBF )

http://www2.urc.com.ph/

https://www.google.com.hk/finance?q=UVRBY&ei=Gk4WVeC2DdPMugTCtoDABw





Company Profile

Universal Robina Corporation (URC) is one of the largest branded consumer food and beverage product companies in the Philippines and has a significant and growing presence in the ASEAN markets.

URC is among the Philippines' pioneers in the industry.



It has been in operations for over 50 years since John Gokongwei, Jr. established Universal Corn Products, Inc, a cornstarch manufacturing plant in Pasig, in 1954.

URC is engaged in a wide range of food-related businesses, including the manufacture and distribution of branded consumer foods and is also in commodities namely sugar million band refining and flour milling and in Agro industrial businesses of farms mainly hogs and animal feed milling and related products.

URC is the leading branded snackfoods and beverage company in the Philippines.


URC is the first "Philippine Pan ASEAN Multinational" and has proven itself to be a trailblazer in manufacturing with a strong and loyal consumer base.

The company has unswervingly showcased its innovation and excellence through its groundbreaking products, wide distribution network, and effective marketing. This is also evident in URC's formidable market leadership in snackfoods and beverages.


John Gokongwei Jr. established a vision for URC to become one of the leading pan Asian players in snack foods and beverages.

This vision is gradually being realized as URC has managed to transform itself from a Philippine operation to a recognized Asian multinational with full scale operations in eight countries outside the Philippines, and soon in emerging markets like Myanmar, Laos and Cambodia.


In addition, URC's products are already being exported to mainstream markets in the US, Europe, Japan, Korea the Middle East and frontier markets in West Africa, like Ghana and Nigeria.

URC has built three strong regional brands over the years; "Jack 'n Jill" for snack foods, "C2" for ready to drink tea, and "Great Taste" for coffee, with these brands becoming popular across the ASEAN region. URC's key to success is to build very strong branding through a robust product innovation pipeline, consumer-centric marketing and world-class manufacturing and supply chain management.

URC will continue to transform itself in line with the changing external dynamics in line with increasing opportunities in Asia and beyond.







作者: kaka    時間: 2017-12-24 11:51

泰國..食品.. Charoen Pokphand Foods Public Co. Ltd.  (泰國 CPF , 美股 CPOKY )




泰國最大食品公司,如同台灣的統一,轉投資泰國7-11

https://www.google.com.hk/finance?q=BKK%3ACPF&ei=NEQRVZjTNcjauwS6pYHYDQ

http://www.cpfworldwide.com










Charoen Pokphand Foods Public Company Limited is a Thailand-based company engaged in the operation of agro-industrial and integrated food businesses.

The businesses are divided into two segments: the livestock business segment, which comprises chicken, duck and pigs, and the aquaculture business segment, which consists of shrimp and fish.

The integrated businesses incorporate the manufacture of animal feed, animal breeding and animal farming; meat processing, the manufacture of semi-cooked meat and fully-cooked meat; food products and ready meal products, as well as the meat and food retailer and restaurant businesses.

The products are distributed and exported under the brand name CP in Asia, Europe and America.

Other products include grilled and fried chicken under the brand name 5 DAO, and sausages, chicken rolls, chicken nuggets, gyoza, hamburgers and hotdogs under the brand name Chester’s.





作者: kaka    時間: 2017-12-24 12:19

加拿大...食品 ..GEORGE WESTON Limited ( 加拿大 WN , 美股 WNGRF )
作者: kaka    時間: 2017-12-24 12:46

愛爾蘭...食品... Kerry Group PLC ( 英股 KYGA , 美股 KRYAY )


http://www.kerrygroup.com

https://en.wikipedia.org/wiki/Kerry_Group

http://www.kerrygroup.com/our-company/


Every day millions of people throughout the world consume food or beverage products containing our taste & nutrition technologies or systems.

We provide the largest, most innovative portfolio of Taste & Nutrition technologies and systems and Functional Ingredients & Actives for the global food, beverage and pharmaceutical industries.

Our consumer foods division, Kerry Foods, is also a leading consumer foods processor and supplier in selected EU markets.

Since the commissioning of our first dairy and ingredients plant in Listowel, Ireland in 1972, we have grown to become the industry’s leading provider of technology-based ingredients and solutions for all sectors of the food, beverage and pharmaceutical markets. Our industry leading technologies are backed by the industry’s most robust in-house processing capabilities. We apply our processing expertise to address manufacturing challenges and help customers design winning consumer products.

Our consumer foods division, Kerry Foods, is a leading manufacturer and marketer of added value branded and customer branded chilled foods to the UK & Irish consumer foods markets and selected international markets. Kerry Foods' market leading brands are household names in our selected markets.

Quoted on the London & Irish Stock exchanges, with headquarters in Tralee, County Kerry, Ireland, our 2016 Group revenue was 6.1billion.



作者: kaka    時間: 2017-12-24 13:00

愛爾蘭..食品.. Glanbia PLC ( 英股 GLB , 美股 GLAPY )

http://www.glanbia.com/


https://www.glanbia.com/about-us/glanbia-at-a-glance


Glanbia plc is a performance nutrition and ingredients company.

The Company provides performance nutrition, cheese, dairy ingredients, specialty non-dairy ingredients and vitamin and mineral premixes.

Its brand portfolio comprises Optimum Nutrition, BSN, Isopure, ABB and Nutramino.

Its operating segments include Global Performance Nutrition, Global Ingredients, Dairy Ireland and Joint Ventures & Associates.

The Global Performance Nutrition segment is a business-to-consumer (B2C) performance nutrition business.

The Global Ingredients segment includes the manufacture and sale of cheese, dairy and non-dairy nutritional ingredients and vitamin and mineral premixes.

The Dairy Ireland segment is engaged in the manufacture and sale of a range of consumer products and farm inputs.

The Joint Ventures & Associates segment is engaged in the manufacture and sale of cheese, dairy ingredients and dairy consumer products.



=============================================================


https://en.wikipedia.org/wiki/Glanbia


Glanbia plc (/ˈɡlɒnbiə/)[a] is a global nutrition group with operations in 32 countries.

It has leading market positions in sports nutrition, cheese, dairy ingredients, speciality non-dairy ingredients and vitamin and mineral premixes.

Glanbia products are sold or distributed in over 130 countries.

While Europe and the USA represent the biggest markets, the Group are continuing to expand into the Middle East, Africa, Asia Pacific and Latin America. Glanbia is listed on the Irish and London Stock Exchange (Symbol: GLB).

The Group has four segments; Glanbia Nutritionals[2], Performance Nutrition, Dairy Ireland and Joint Ventures & Associates. Including Joint Ventures & Associates, Glanbia has over 6,200 employees worldwide in 32 countries.[1][3]



作者: kaka    時間: 2017-12-24 13:22

台股..食品.. 中華食 ( 台股 4205 )


http://www.herngyih.com.tw


https://www.moneydj.com/KMDJ/Wiki/wikiViewer.aspx?keyid=4ee63343-6c23-47cf-8fec-197ad15eba3e


中華食品(原名:恆義食品)實業股份有限公司創立於1980年,以生產黃豆加工食品為主。


當初設立主因是鑑於傳統家庭式豆腐工廠因社會變遷及製造保存不易而日漸式微,中華掌握了這項市場需求的契機,決定以企業化經營方式,引進日本自動化生產設備,並結合現代科技與傳統手藝精華,大量生產更營養、衛生的充填盒裝豆腐、豆花。


在經營團隊與各位同仁蓽路籃縷、劈荊斬棘的奮鬥下,已從單一的黃豆食品加工,逐步擴大發展成為綜合性的食品工廠。以『中華系列』商品行銷於國內市場,1992年起,更將商品外銷至香港地區,贏得當地消費者的愛用與口碑,日後公司發展將本著『恆久義長、永續經營』之理念,以發揚黃豆文化為使命,不斷在品質、技術求進步,以生產更美味、健康的產品回饋消費者。

作者: kaka    時間: 2017-12-24 13:37

台股..食品.. 聯華食 ( 台股 1231 )


http://english.lianhwa.com.tw


http://www.lianhwa.com.tw


http://www.lianhwa.com.tw/column_list.php?content_category_sn=158


http://www.lianhwa.com.tw/column_list.php?content_category_sn=353


https://zh.wikipedia.org/wiki/%E8%81%AF%E8%8F%AF%E9%A3%9F%E5%93%81


https://www.moneydj.com/KMDJ/Wiki/wikiViewer.aspx?keyid=98fd316c-df13-4449-ae33-669cc38e591f


作者: kaka    時間: 2017-12-24 13:45

台股..食品.. 天仁茶業 ( 台股 1233 )


http://www.tenren.com.tw


https://www.moneydj.com/KMDJ/Wiki/wikiViewer.aspx?keyid=3e1ad2dc-d20a-4f7e-8c9d-d8fd329a2e02


http://www.tenren.com.tw/Content/Messagess/contents.aspx?SiteID=10&MmmID=654050560505345200


http://www.tenren.com.tw/Content/Messagess/contents.aspx?SiteID=10&MmmID=654047253646601420




天仁創始於1953年的高雄縣岡山,當時名為銘峰茶行。1961年於台南創立第一家天仁茗茶門市,後於1975年時改制為天仁茶業股份有限公司,並為國內唯一股票上市及通過 FSSC22000、ISO9001、HACCP 國際品質認証之專業茶業公司。此外,天仁茗茶並結合了天仁茶藝文化基金會與陸羽茶藝中心,肩負起茶藝生活的傳承與創新,以及發揚中華茶藝文化的責任。

  以『老行業,新經營』的精神,天仁致力於產品創新、通路創新及組織創新,除了將商品以茶為核心向各類型食品發展外,也開發「喫茶趣」( cha FOR TEA )複合式餐飲連鎖系統,以追求茶葉國際化、生活化、年輕化的目標。 2003 年天仁授權美國可口可樂公司生產烏龍茶、綠茶飲料,創下國內傳統產業跨國性策略聯盟的典範。







作者: kaka    時間: 2017-12-24 15:15

台股..食品..大統益  ( 台股 1232 )

大成售大統益持股 估賺3.5億元

台股中的巴菲特概念股之一大統益

大統益的毛利率只有5%多


台股名單
http://mikeon88.freebbs.tw/viewthread.php?tid=984&extra=page%3D1



[ 本帖最後由 kaka 於 2017-12-24 15:23 編輯 ]
作者: kaka    時間: 2017-12-24 15:20

台股..食品..南僑  ( 台股 1702 )


請問各位大大有關於南僑以及五鼎後續處理


台股名單
http://mikeon88.freebbs.tw/viewthread.php?tid=984&extra=page%3D1



[ 本帖最後由 kaka 於 2017-12-24 15:26 編輯 ]
作者: kaka    時間: 2017-12-24 15:29

台股..食品..大成  ( 台股 1210 )




大成售大統益持股 估賺3.5億元


禽流感風暴可以再進一些大成嗎 ?




台股名單
http://mikeon88.freebbs.tw/viewthread.php?tid=984&extra=page%3D1





作者: kaka    時間: 2017-12-24 15:33

台股..食品..統一  ( 台股 1216 )


統一將發生什麼事?

統一近幾年eps怪怪的

1216統一

統一?塑化劑!!


台股名單
http://mikeon88.freebbs.tw/viewthread.php?tid=984&extra=page%3D1


作者: kaka    時間: 2017-12-24 15:40

台股..食品..  卜蜂 ( 台股 1215 )


1215卜蜂食品  


台股名單
http://mikeon88.freebbs.tw/viewthread.php?tid=984&extra=page%3D1



[ 本帖最後由 kaka 於 2017-12-24 15:47 編輯 ]
作者: kaka    時間: 2017-12-24 15:46

台股..食品.. 佳格 ( 台股 1227 )


光看盈在表買不到-佳格-而會買到-伍豐

佳格1227董監持股劇降至3.2%

1227佳格


宏達電、上銀、信昌化、中航、佳格,獲利溜滑梯



台股名單
http://mikeon88.freebbs.tw/viewthread.php?tid=984&extra=page%3D1


作者: kaka    時間: 2017-12-24 16:01

泰國..食品..Thai Union Group ( 泰股 TU , 美股 TUFBY )
作者: kaka    時間: 2017-12-24 16:14

南非...食品..Tiger Brands  ( 南非 TBS , 美股  TBLMY )


http://www.tigerbrands.co.za

http://www.tigerbrands.com/about-us-4/


About Us

Tiger Brands Limited, a Top 40 JSE Limited company whose footprint extends across the African continent and beyond, is one of the largest manufacturers and marketers of FMCG products in Southern Africa, and has been for several decades.

Tiger Brands has been built over many decades through the acquisition and clustering of businesses. Our strategy for success comes from the perpetual renovation and innovation of our brands, while our approach to expansion, acquisitions and joint ventures has given traction to a distribution network that now spans more than 22 African countries.

Our group focus is on the core business of FMCG categories that spread across the value chain. Our wide range of brands are underpinned by comprehensive research and meaningful insights into each of the markets in which Tiger Brands operates.

Tiger Brands is a world–class operation – and will continue to hold and grow its position through constant investment in every asset of the business, be it in people, brands, technology, efficiency, quality or sustainability.


==============================================================

https://en.wikipedia.org/wiki/Tiger_Brands


Tiger Brands Limited (JSE: TBS) is a South African packaged goods company.[3]

In addition to the company's South African operations Tiger Brands also has direct and indirect interests in international food businesses in Chile, Zimbabwe, Mozambique, Nigeria, Kenya and Cameroon.[4]

Tiger Brands is South Africa's largest food company.[5]




作者: kaka    時間: 2017-12-24 16:36

荷蘭...酒.... Heineken Holding NV 海尼根控股 ( 荷蘭 HEIO , 美股 HKHHY )


https://www.reuters.com/finance/stocks/companyProfile/HEIO.AS


Full Description        
     
                Heineken Holding NV is the Netherlands-based holding company, which holds 50.005% of the issued share capital of Heineken NV and heads the Heineken group.


The object of Heineken Holding NV is to manage and supervise the management of the Heineken group and to provide services for Heineken NV. Through its subsidiaries, the Company is primarily involved in the brewing and selling of beer.


The structure of Heineken Holding NV is divided into segments, which resemble operations of Heineken NV: Western Europe, Central and Eastern Europe, the Americas, Africa and the Middle East, and Asia Pacific.


The shares of the Company are owned by L’Arche Green NV, FEMSA and public shareholders. Through its indirect subsidiaries, Heineken Holding NV operates in more than 70 countries worldwide. The Company operates Pivovarna Lasko dd as a majority owned subsidiary.



作者: kaka    時間: 2017-12-24 16:37

Heineken N.V.  海尼根 ( 食品飲料 )

OTCMKTS:HEINY
AMS:HEIA

http://www.theheinekencompany.com



Heineken N.V. (Heineken) is engaged in the brewing and selling of beer.

The Company operates in six segments, including Western Europe, Central and Eastern Europe, The Americas, Africa Middle East, Asia Pacific and Head Office and Other/eliminations.

The Company is present in over 70 countries and operates more than 165 breweries.

The Company’s brands include Heineken, Affligem, Amstel, Anchor, Biere Larue, Bintang, Birra Moretti, Cruzcampo, Desperados, Dos Equis, Foster's, Newcastle Brown Ale, Ochota, Primus, Sagres, Sol, Star, Strongbow, Tecate, Tiger and Zywiec. The Company’s joint venture brands include Cristal and Kingfisher.


作者: kaka    時間: 2017-12-24 17:14

墨西哥...食品飲料...Coca-Cola FEMSA, S.A.B. de C.V. (墨西哥 KOFL ,美股 KOF )

可口可樂的合作夥伴...


http://www.coca-colafemsa.com

http://www.coca-colafemsa.com/kof/ABOUT/ENG/indexabout_eng.htm

About Coca-Cola FEMSA

Coca-Cola FEMSA is the largest franchise bottler of Coca-Cola trademark beverages in the world, delivering more than 4 billion unit cases a year.

Coca-Cola FEMSA, S.A.B. de C.V. produces and distributes Coca-Cola, Fanta, Sprite, Del Valle, and other trademark beverages of The Coca-Cola Company in Mexico (a substantial part of central Mexico, including Mexico City, as well as southeast and northeast Mexico), Guatemala (Guatemala City and surrounding areas), Nicaragua (nationwide), Costa Rica (nationwide), Panama (nationwide), Colombia (most of the country), Venezuela (nationwide), Brazil (greater São Paulo, Campiñas, Santos, the state of Mato Grosso do Sul, the state of Paraná, part of the state of Goias, part of the state of Rio de Janeiro and part of the state of Minas Gerais), Argentina (federal capital of Buenos Aires and surrounding areas) and Philippines (nationwide), along with bottled water, juices, teas, isotonics, beer, and other beverages in some of these territories. The Company has 67 bottling facilities and serves 338 million consumers through more than 2,800,000 retailers with more than 120,000 employees worldwide.

The Company’s capital stock is owned 47.9% by a wholly-owned subsidiary of Fomento Económico Mexicano, S.A. de C.V. (FEMSA), 28.1% by wholly-owned subsidiaries of The Coca-Cola Company, and 24.0% by the public.

The publicly traded shares of KOF are Series L shares with limited voting rights and are listed on the Bolsa Mexicana de Valores (BMV: KOFL) and as American Depository Shares (ADS) on the New York Stock Exchange (NYSE: KOF). Each ADS represents ten Series L shares.

Our Ideals


Our goal is to continue to build on our compelling track record of growth, focusing on the disciplined execution of the pillars of our strategic framework to improve our position in the global beverage industry. These pillars include (i) achieving our business’ full operating potential, (ii) driving growth through innovation, (iii) growing through value creating mergers and acquisitions and (iv) and furthering our Company’s sustainable development. Always, we draw on the core values that have driven our success from the beginning.
These values include:


  • Our passion for service and focus on the client and consumer: we are committed to satisfying our customers and consumers’ need for quality refreshment.
  • Our creativity and innovation: whether we work on the bottling line, in pre-sale or in delivery, we view issues as opportunities to satisfy our customers, to improve our operating practices, and to make our business grow.
  • Our teamwork: we promote a positive team environment in which we share ideas, solve problems, and are committed to each other’s success.
  • Our respect for the individual, for their rights and dignity: we work to develop deep and lasting business relationships based on trust.
  • Our high quality standards and productivity levels: we always look for improvements throughout the value chain and the better usage of the available resources, which let us being one of the most profitable bottlers in the world.
  • Today more than ever, our values are essential to our long-term business success. By putting our values in action and capitalizing on our actions to bring value, we hope to seize the many opportunities that lie before us.








作者: kaka    時間: 2017-12-24 18:08

墨西哥...食品(烘焙)...Grupo Bimbo S.A.B. de C.V. (墨西哥 BIMBOA  , 美股 GRBMF )


http://www.grupobimbo.com

http://www.grupobimbo.com/en/our-group.html

https://en.wikipedia.org/wiki/Grupo_Bimbo

Grupo Bimbo, S.A.B. de C.V., known as Bimbo, is a Mexican multinational bakery product manufacturing company headquartered in Mexico City, Mexico.

It is the world's largest baking company[1] and operates the largest bakeries in the United States, Mexico, Canada, Chile and Spain, and has some of the widest distribution networks in Mexico and the United States. It was also the ninth largest company of Mexico by revenues in 2013.[2]

Bimbo reported revenues of US$14.1 billion for 2014. It has more than 129,000 employees, 165 manufacturing plants[3] and 2.5 million sales centers [4] located in 22 countries in America, Europe and Asia.

It operates more than 100 trademarks, among which are Bimbo, Tia Rosa, Marinela, Wonder (in Mexico only), Barcel, Sara Lee, Mrs Baird's and Oroweat. Bimbo has one of the widest distribution networks in the world, surpassing 52,000 routes[5] Bimbo operates under a scheme of recurrent sales channels views, making three daily visits to the same establishment.

In June 2015, Bimbo was being considered as a possible buyer of Hostess Brands, the manufacturer of Twinkies valued at US$2 billion.[6] However, a month later Hostess Brands' owners cancelled its plans to sell the company after failing to receive any offers.[7]

Bimbo has been listed on the Mexican Stock Exchange since 1980 and is a constituent of the IPC, the main benchmark index of Mexican stocks. In 2016, Forbes magazine ranked Grupo Bimbo at #986 on the Forbes Global 2000, an annual ranking of the top 2,000 public companies in the world.[8]






作者: kaka    時間: 2017-12-24 18:17

印尼..食品.. Indofood CBP Sukses Makmur Tbk PT  ( 印尼 ICBP , 美股 PIFFY )  



https://en.wikipedia.org/wiki/Indofood

PT. Indofood CBP Sukses Makmur Tbk., better known as Indofood, is a major Indonesian company involved in the food industry.

The company's headquarters are in Jakarta.[1]


========================================================

https://www.google.com.hk/finance?q=ISE%3AICBP&ed=hk&ei=47ESVaCqJsevugS_r4KAAQ

http://www.indofoodcbp.com


PT Indofood CBP Sukses Makmur Tbk is an Indonesia-based company primarily engaged in the manufacture of packaged instant noodles.

It also manufactures dairy products; snacks; biscuits; food seasonings; beverages, and nutrition and special foods, which comprises foods for infants, babies, and expectant and lactating mothers.

The Company is also engaged in packaging business as a supporting division, which offers flexible and corrugated packaging.


Its major brands include Indomie, Supermi, Sarimi, Indomilk, Cap Enaak, Indofood, Piring Lombok, Chitato, Qtela, Lays, Cheetos, Promina and SUN.

Some of its subsidiaries are Indofood (M) Food Industries Sdn. Bhd., PT Indolakto, PT Indofood Fritolay Makmur, PT Indofood Asahi Sukses Beverage and PT Surya Rengo Containers.







作者: kaka    時間: 2017-12-24 18:34

瑞士..食品(甜點,巧克力)...Barry Callebaut AG (瑞士  BARN,美股 BYCBF )


https://www.barry-callebaut.com

https://www.barry-callebaut.com/about-us

The Barry Callebaut Group is the world’s leading manufacturer of high-quality chocolate and cocoa products.

We are the reference for innovation in the industry providing a comprehensive range of services in the fields of product development, processing, training and marketing.

At Barry Callebaut we are committed to make sustainable chocolate the norm by 2025 to help ensure future supplies of cocoa and improve farmer livelihoods. It supports the Cocoa Horizons Foundation in its goal to shape a sustainable cocoa and chocolate future.


================================================================




http://finance.google.com/finance?q=SWX%3ABARN&ei=Cno_WqmiDNSW0ATqzZvgAw




Barry Callebaut AG is a Switzerland-based company engaged in the food processing industry.

The Company produces cocoa, chocolate and confectionery products for the food industry, from industrial food manufacturers to artisanal and professional users of chocolate, such as chocolatiers, pastry chefs, bakers, hotels, restaurants or caterer. Its manufacturing process involves all stages of the cocoa and chocolate value chain from the sourcing of raw materials to the delivery of the finished products.

The Company’s global activities are divided into four geographic-based segments: Global Cocoa, Europe, Americas, and Asia Pacific.

The Company operates more than 50 chocolate and cocoa factories, and is present in over 30 countries.


================================================================


https://en.wikipedia.org/wiki/Barry_Callebaut


Barry Callebaut is among the world's largest cocoa producers and grinders, with an average annual production of 1.7 million tonnes of cocoa.[2] It was created in 1996 through the merging of the Belgian chocolate producer Callebaut and the French company Cacao Barry.


It is currently based in Zürich, Switzerland, and operates in over 30 countries worldwide.[3][4] It was created in its present form by Klaus Johann Jacobs.[5]
Its customers include multinational and national branded consumer goods manufacturers and artisanal users of chocolate (chocolatiers, pastry chefs, bakeries, and caterers).[6]



作者: kaka    時間: 2017-12-24 18:46

以色列...食品..STRAUSS GROUP (以色列 STRS ,美股 SGLJF )


http://www.strauss-group.com

https://en.wikipedia.org/wiki/Strauss_(company)


Strauss Group Ltd. (Hebrew: שטראוס‬) formerly known as Strauss-Elite (Hebrew: שטראוס עלית‬), is the largest food products manufacturer in Israel.

It is the shared trademark of two companies – Strauss and Elite, that merged in 2004. Strauss focuses mostly on dairy products while Elite focuses on chocolate, coffee, and dry snack foods.[1]

===================================================================


http://finance.google.com/finance?q=TLV%3ASTRS&ei=1YI_WuiDK9iJ0ASOsIm4CQ


Strauss Group Ltd is an Israel-based food and beverage company.

The Company engages in the production of branded beverages, fresh foods, instant coffee and snacks.

It sells its products through its sales and distribution systems, including branches of marketing cooperatives, private supermarkets, shops, hotels, restaurants and businesses.

The Company operates in Israel, Central and Eastern Europe, Ukraine, Russia, Moldova, Belarus, Kazakhstan and Brazil, where it engages in the production of roasted and ground coffee, and other coffee-related products.

Strauss Group Ltd also entered into the United States food market, providing Mediterranean salads.


The Company has partnerships with international food and beverage companies, such as DANONE, Unilever, Lavazza and PepsiCo.


作者: kaka    時間: 2017-12-24 18:48

Marine Harvest (MHGVY) 全球最大的養殖鮭魚的供應商
http://mikeon88.freebbs.tw/viewthread.php?tid=45444&extra=page%3D1
作者: kaka    時間: 2017-12-24 19:39

印尼...食品,家庭用品..Unilever Indonesia 聯合利華 (印尼) (印尼 UNVR,美股 UNLRY)


http://www.unilever.co.id

https://www.google.com.hk/finance?q=ISE%3AUNVR&ei=lKUTVcH5FpDougT65oGADw

https://www.google.com.hk/finance?q=OTCMKTS%3AUNLRY&ei=SqYTVZCAGo7luATvpIG4Dg

HISTORY
http://www.unilever.co.id/aboutus/ourhistory/

PT Unilever Indonesia Tbk is an Indonesia-based company primarily engaged in manufacturing, marketing and distributing fast moving consumer goods (FMCG).

Its business is classified into two operating segments: home and personal care, which includes detergents, soaps, shampoos, toothpastes, deodorants and cosmetic products, and foods and beverages, which includes ice creams, teabags, soy sauce, fruit juice, seasonings and margarine.

Some of the major brands for its home and personal care products are Rinso, Lifebuoy, Clear, Pepsodent, Rexona and Pond's, among others; those for its food and beverage products are Wall's, SariWangi, Bango, Buavita, Royco and Blue Band, among others.

The Company has several manufacturing facilities in a number of areas in Indonesia, such as Bekasi and Surabaya.


=============================================

https://en.wikipedia.org/wiki/Unilever_Indonesia

PT Unilever Indonesia Tbk (IDX: UNVR) was established in Indonesia on December 5, 1933 as Lever Zeepfabrieken N.V., a subsidiary of Lever Brothers which initially operated a soap factory at Angke, Jakarta. The name was changed to Unilever Indonesia on July 22, 1980.

Unilever Indonesia has two subsidiaries, PT Anugrah Lever (in liquidation), and PT Technopia Lever[1] , a joint venture company with Technopia Singapore Pte. Ltd. PT Knorr Indonesia, another Unilever company, was absorbed into Unilever Indonesia by merger on July 4, 2004.[2]

Unilever Indonesia won a 2005 Energy Globe Award for their waste management scheme in villages near the river Brantas in Surabaya. The scheme involves compost organic waste and recycling, and has resulted in improved local water quality on the river.[3]

May 2011: PT Unilever Indonesia Tbk will invest at least Euro300 million ($427.4 million) in 2 years to expand factories at Cikarang, West Java and at Rungkut, East Java.

Currently the company has operated 8 company-owned factories and 3 central distribution centers.[4]

PT Unilever Indonesia Tbk serves as part of Unilever Group N.V./plc to produce manufacture & supervise all of most Unilever brands (like Surf, Close-up, Clear etc. among others) & then serves to the Indonesian community.










作者: kaka    時間: 2017-12-24 20:00

這個分類大致上分類好了. OK!
作者: kaka    時間: 2017-12-27 19:06


Seafood 股票



整理如下,

(1) 挪威
      Marine Harvest (MHGVY) 全球最大的養殖鮭魚的供應商

(2) 挪威
      挪威..食品.. LEROY SEAFOOD ( 挪威LYSFY , 美股 LYSFY , LYSFF)

(3) 泰國


    泰國..食品..Thai Union Group ( 泰股 TU , 美股 TUFBY )

http://mikeon88.freebbs.tw/viewthread.php?tid=4910&extra=page%3D3&page=6



(4) 日本
   
  日股...食品..TOYO SUISAN KAISHA 東洋水産(日股 2875,美股 TSUKY,TSUKF)



http://mikeon88.freebbs.tw/viewthread.php?tid=44868&extra=page%3D


作者: kaka    時間: 2017-12-30 14:03

菲律賓..食品..San Miguel Corporation 生力集團 ( 美股  SMGBY )



菲股,第4樓
http://mikeon88.freebbs.tw/viewthread.php?tid=37374&extra=page%3D1

https://en.wikipedia.org/wiki/San_Miguel_Corporation

San Miguel Corporation is a Filipino multinational publicly listed conglomerate holding company. It is the largest publicly listed food, beverage and packaging company in Southeast Asia as well as the Philippines' largest corporation in terms of revenue, with over 17,000 employees in over 100 major facilities throughout the Asia-Pacific region.

Its flagship product, San Miguel Beer, is one of the largest selling beers and among the top ten selling beer brands in the world. San Miguel's manufacturing operations extend beyond its home market to Hong Kong, China, Indonesia, Vietnam, Thailand, Malaysia and Australia; and its products are exported to 60 markets around the world.

Since 2008, SMC has ventured beyond its core businesses, becoming involved in fuel & oil (Petron Corporation), power generation and infrastructure. It was briefly involved in Philippine Airlines from April 2012 to September 2014.[1][2][3]





作者: kaka    時間: 2017-12-31 17:44

美國..食品...Archer Daniels Midland (美股 ADM )


https://www.adm.com


https://en.wikipedia.org/wiki/Archer_Daniels_Midland


The Archer Daniels Midland Company (ADM) is an American global food processing and commodities trading corporation, headquartered in Chicago, Illinois.[2][3][4] The company operates more than 270 plants and 420 crop procurement facilities worldwide, where cereal grains and oilseeds are processed into products used in food, beverage, nutraceutical, industrial, and animal feed markets worldwide.


It was named the world's most-admired food-production company by Fortune magazine for three consecutive years: 2009, 2010 and 2011.[5]


The company also provides agricultural storage and transportation services. The American River Transportation Company along with ADM Trucking, Inc., are subsidiaries of ADM.




===============================================================




http://finance.google.com/finance?q=NYSE%3AADM&ei=n6xIWrO9EIqF0gTDiaRA


Archer-Daniels-Midland Company is a processor of oilseeds, corn, wheat, cocoa and other agricultural commodities. The Company manufactures protein meal, vegetable oil, corn sweeteners, flour, biodiesel, ethanol, and other food and feed ingredients. Its segments include Agricultural Services, which utilizes its United States grain elevator, global transportation network and port operations to buy, store, clean and transport agricultural commodities, such as oilseeds, wheat, milo, oats, rice and barley, and resells these commodities primarily as food and feed ingredients and as raw materials for the agricultural processing industry; Corn Processing, which is engaged in corn wet milling and dry milling activities; Oilseeds Processing, which includes global activities related to the origination, merchandising, crushing and further processing of oilseeds; Wild Flavors and Specialty Ingredients products, which include flavors, sweeteners and health ingredients; Other, and Corporate.

作者: kaka    時間: 2018-1-16 17:34

美國TOP 3 POULTRY COMPANIES: TSN, PPC, SAFM
作者: kaka    時間: 2018-2-4 14:55

中國..食品..Want Want China Holdings 中國旺旺控股 (香港 0151,美股 WWNTY)


http://www.want-want.com

http://www.want-want.com/tw/about/Market_73464968921481216.aspx

http://www.want-want.com/tw/about/companyds_72620543991349248.aspx

http://www.want-want.com/tw/about/

旺旺之業務可追溯至台灣宜蘭食品工業股份有限公司。旺旺於1992年正式投資大陸市場,是台灣第一個在大陸注冊商標並且擁有最多注冊商標的公司,於1994年在湖南設立第一家工廠,旺旺秉持著“緣、自信、大團結”的經營理念,立志成為“綜合消費食品王國”,向著“中國第一,世界第一”的目標不斷前進。


https://zh.wikipedia.org/wiki/%E4%B8%AD%E5%9C%8B%E6%97%BA%E6%97%BA

中國旺旺控股有限公司(港交所151)是中國最大的食品飲料製造商之一,也是旺旺集團中國子公司

產品包括旺旺品牌米果乳品飲料、休閒食品及酒類。集團共經營31個生產基地及90家工廠,合共288條生產線。公司於2008年3月26日在香港交易所股票上市招股價每股3.0港元。[1][2]


https://en.wikipedia.org/wiki/Want_Want_China

Want Want China Holdings Limited (simplified Chinese: 中国旺旺控股有限公司; traditional Chinese: 中國旺旺控股有限公司; pinyin: Zhōngguó Wàngwàng Kònggǔ Yǒuxiàngōngsī) is the largest maker of rice cakes and flavored milk in China.

It is also engaged in the manufacturing and sales of snack foods and beverages. The company's parent company is Want Want Holdings in Taiwan.[1][2] Its headquarters are in Minhang District, Shanghai.[3]




作者: kaka    時間: 2018-5-20 10:56

CPB(金寶湯)
作者: kaka    時間: 2018-7-16 23:52

FLO 美國最大冷凍麵包食品
作者: kaka    時間: 2018-7-17 08:00

美國TOP 3 POULTRY COMPANIES: TSN, PPC, SAFM  
http://mikeon88.freebbs.tw/viewthread.php?tid=41165&extra=page%3D1

作者: Curry    時間: 2018-7-17 15:52

  1. 這個連結有相當多的食品市占資料(港掘挖到寶):https://www.foodandwaterwatch.org/sites/default/files/Grocery%20Goliaths%20Report%20Dec%202013.pdf
  2. 看了就知道GIS, CPB買對了
  3. FLO也相當不錯

作者: Curry    時間: 2018-7-17 16:10

  1. 食品股&飲料股都很讚
  2. 希望未來有機會每家都買

作者: Raimu    時間: 2018-7-17 20:32

Curry哥這張表真的是太棒了
DF看起來不錯

作者: Raimu    時間: 2018-7-17 21:51

BGS也很棒

作者: Curry    時間: 2018-7-18 07:00

Raimu桑,讚喔!
作者: Curry    時間: 2018-7-18 23:15

  1. DF(美國最大乳業公司之一)跟CALM很像
  2. DF股價跟牛奶價格同步,近期因產量過剩導致牛奶價格暴跌
  3. 2017年pretax income銳減,2015年甚至為-13.31M
  4. https://www.usatoday.com/story/money/2017/08/08/retail-challenges-eat-into-dean-foods-earnings/548035001/
  5. http://www.foodnext.net/news/newsnation/paper/4470390287

作者: Curry    時間: 2018-7-19 06:31

補充:DF跟CALM一樣,量無法大到控制價格(沒有訂價能力)
作者: mikeon88    時間: 2018-7-19 06:38

Curry桑,請問哪家公司有定價能力?
作者: Curry    時間: 2018-7-19 07:18

  1. 報告Mike大,有定價能力的公司=壟斷型公司
  2. 以食品為例,此討論串#1~#4:營響全世界食品公司排名:雀巢(OTCMKTS:NSRGY)(瑞士VTX:NESN),可口可樂(KO),聯合利華集團(LSE:ULVR,英國注冊UL(買這個扣稅率0%),荷蘭注冊UN),百事可樂(NASDAQEP),億滋國際(NASDAQ:MDLZ 這家是卡夫食品分拆後, 負責北美地區以外業務的新公司]),達能集團(OTCMKTSANOY,Euronext:BN),通用磨坊(NYSE:GIS),家樂事玉米片(NYSE:K),英國聯合食品公司((OTCMKTS:ASBFY),LSE:ABF)),火星公司(mm巧克力未上市)
  3. 其他產業舉例:農化股(BASF, DWDP, MON),電力股NGG,醫院HCA,煙草(BTI, PM),國防(BA, UTX)...........各行各業都有...


[ 本帖最後由 Curry 於 2018-7-19 07:21 編輯 ]
作者: mikeon88    時間: 2018-7-19 07:24

壟斷就有定價能力?
可口可樂有定價能力?那為何常常在促銷,買二罐打8折?
為何不把可樂一罐29元調高到300元?

從哪裡看出來雀巢有定價能力?

NGG電力公司有定價能力?那明天電價調高20%看看?



作者: Curry    時間: 2018-7-19 08:13

  1. 若是要這樣漫天漲價,當然不可能。
  2. 應該說有定價能力的公司其整體產品價格不易受到對手大量生產,而導致彼此削價競爭(類似狀況發生在DF, CALM)

作者: mikeon88    時間: 2018-7-19 08:18

「有定價能力的公司其整體產品價格不易受到對手大量生產,而導致彼此削價競爭

同學已把定價能力從決定價格降低為不被削價競爭
所以從此不應稱「定價能力」,而是免於削價競爭能力

OK,哪一家公司有這樣能力?
作者: mikeon88    時間: 2018-7-19 08:35

同學舉不出例子來

在開放市場經濟有定價能力的公司是鳳毛麟角,
壟斷不代表有定價能力,中油、台電夠壟斷了吧,有定價能力?

定價能力一詞是看了老外寫的書一堆人就跟在喊,
他們舉的例子如KO、GIS...都經不起檢驗,
也不曉得從哪裡看出來雀巢、聯合利華...就有定價能力,
只是跟著那本書上的例子在喊,
這顯然又是死讀書而已。

作者: Curry    時間: 2018-7-19 08:39

  1. 小弟的確死讀書了
  2. 的確沒有一家公司能避免對手削價競爭
  3. 然牛奶過剩讓牛奶價格無法維持住,導致DF常利大幅衰退,因此我以為DF不適合長期持有


[ 本帖最後由 Curry 於 2018-7-19 08:42 編輯 ]
作者: mikeon88    時間: 2018-7-19 08:42

1. 的確沒有一家公司能避免對手削價競爭

這句話若成立,那世上沒有一家可以買,不只DF。

我不是在跟同學抬槓,而是要告訴大家有定價能力的公司非常少,
在開放市場經濟很少見,
不該把它列為公司護城河的要件

有無護城河應回歸到我判斷公司會不會變的三條件:
1. 產品經久不變
2. 產業地位不會變
3. 想3秒鐘就了解的公司



作者: Curry    時間: 2018-7-19 08:55

  1. 請教Mike大
  2. 您會考慮危機入市DF?

作者: mikeon88    時間: 2018-7-19 08:58

DF看起來中上而已
我手上已有鮭魚、牛肉、雞蛋、雞肉、濃湯,食品類股夠多了
作者: Raimu    時間: 2018-7-19 10:52

最近五年的poultry price
https://www.indexmundi.com/commodities/?commodity=chicken&months=60

作者: Curry    時間: 2018-7-19 12:15

賣雞肉的常利似乎較不受肉價影響
作者: Friendk    時間: 2018-7-19 12:30

6月看起來相對高, 是有原因嗎?
作者: Curry    時間: 2018-7-19 12:45

BGS不錯,但排除稅改影響,目前價格略貴
作者: Friendk    時間: 2018-7-19 15:23

拍謝是說雞肉的價格在每年6月相對高.
作者: Raimu    時間: 2018-7-19 16:20

Friendk哥好眼力
其實這就是我貼價格圖的用意...
PPC 2018 earning call:

http://ir.pilgrims.com/static-files/97f29705-c1e2-4bb2-9e24-dfe448fb053a
上面的文件也顯示夏天的雞肉價格都會比其他季節高
另外我想股價除了受肉價影響之外
還需要考慮飼料的費用
PPC的文件顯示他們看的主要是玉米跟大豆的價格
作者: Curry    時間: 2018-7-19 17:27

Friendk哥好眼力!
作者: Friendk    時間: 2018-7-19 18:01

可能近視變遠視的關係
作者: kaka    時間: 2018-8-10 21:01

1215卜蜂食品
作者: kaka    時間: 2018-8-12 20:58

SJM 罐頭食品公司
作者: kaka    時間: 2018-9-30 11:45

龜甲萬
https://zh.wikipedia.org/wiki/%E9%BE%9C%E7%94%B2%E8%90%AC


龜甲萬株式會社日語:ワЧヵみс⑦株式会社, 英語:Kikkoman Corporation)是日本一家食品公司,創立於1917年,總部位於千葉縣野田市,其起源可追遡到1630年的茂木家族中的8個家族企業組成。其主要產品及服務包括醬油、食物調味料香料味醂燒酒清酒果汁及其他飲料葯物餐廳管理服務。
在中國大陸和港澳地區,龜甲萬以「萬字」為品牌名,其「萬字醬油」產品最為馳名。




Kikkoman Corporation
上市公司
東證1部2801
1917年12月7日
日本
千葉縣野田市野田250
seasoning your life
食品飲品
食品、葯物、管理服務
4126億49百萬日圓(2009 三月期)
6,350人(2005年)
www.kikkoman.com


作者: chousirbuy    時間: 2018-9-30 12:12

今天華爾街日報的頭條是沙門桿菌在家樂氏的蜂蜜穀類產品中成長卓壯
....目前離俗價還很遠
作者: kaka    時間: 2018-10-20 12:40

Morinaga & Company (森永製菓株式会社 )(日股  2201)  (食品股)


https://www.morinaga.co.jp/

https://www.morinaga.co.jp/company/


https://zh.wikipedia.org/wiki/%E6%A3%AE%E6%B0%B8%E8%A3%BD%E8%8F%93

森永製菓股份有限公司日語:森永製菓株式会社)是日本主要的糖果零嘴製造業者之一,創立於1899年,商標為天使,總公司位在於東京都。與森永乳業為同一集團,關係密切。在日本國內常與發展歷史相近的明治製菓做比較。


2017年2月23日 森永制菓和森永乳業將與2018年4月合併,成為僅次於明治控股的日本綜合性糕點和乳品企業。

https://en.wikipedia.org/wiki/Morinaga_%26_Company

Morinaga & Company, Ltd. (森永製菓株式会社 Morinaga Seika Kabushiki-gaisha) (TYO: 2201) is a confectionery company in Tokyo, Japan, in operation since August 15, 1899. Their products include candy and other confectioneries. Morinaga has had Ayumi Hamasaki and Mao Asadaappear in their commercials, and in the past has used stars such as the Carpenters to advertise their products.

In 1960, the company advertised that women should give chocolates to men on Valentine's Day. This action strongly influenced the present culture of Valentine's Day in Japan. Moreover, in 2009, the company made chocolates for men to give women, which are called Gyaku-choco. (Gyakumeans reverse in Japanese.)




森永製菓股份有限公司

原文名稱公司類型股票代號成立創辦人代表人物總部產業產品營業額資產實收資本額主要股東主要子公司網站
森永製菓株式会社
上市公司
東證1部2201
1987年2月21日
森永太一郎
森永剛太
日本
東京都港區芝五丁目33番1號
食品
糖果、乳品、冰品
1,476億2,800萬円日圓
527億7,300萬円日圓
186億1,200萬円日圓
森永製菓控股(6.75%)
日本信託服務銀行(6.44%)
三菱東京UFJ銀行(4.49%)
森永ЗЮЧヱ食品
www.morinaga.co.jp



作者: kaka    時間: 2018-10-20 12:41

Ezaki Glico Co.,Ltd. 江崎固力果公司  (日股 2206) (食品股)


https://www.glico.com/global/products/


https://en.wikipedia.org/wiki/Ezaki_Glico



江崎固力果公司日語:江崎ヲэヵ株式会社,東證1部2206),是一家日本大型糖果糕點公司。總部位於大阪


企業理念為「美味與健康(れゆウイシ健康)」。英語版最初標記為「GOOD TASTE AND GOOD HEALTH」,1992年4月導入現行的企業識別系統後,改為「A WHOLESOME LIFE IN THE BEST OF TASTE」。

江崎固力果公司
原文名稱公司類型股票代號成立代表人物總部產業產品營業額員工人數實收資本額主要子公司網站
Ezaki Glico Company, Limited
江崎ヲэヵ株式会社
株式會社上市公司
東證1部2206
1929年2月22日
社長:江崎勝久
日本大阪府大阪市西淀川區歌島4-6-5
食品業
糖果糕點
2930億200萬日圓(集團全體、2013年3月)
1432億4700萬日圓(本社、2013年3月)
4928人(集團全體、2013年3月)
1101人(本社、2013年3月)
77億7,368萬日圓
固力果乳業
固力果營養食品
ICREO
http://www.glico.co.jp/


作者: kaka    時間: 2018-10-20 12:42

CALBEE 卡樂比 (日股 2229) (食品股)


http://www.calbee.co.jp/

https://zh.wikipedia.org/wiki/%E5%8D%A1%E6%A8%82B


卡樂比日語ロюжみ株式會社英語:CALBEE, Inc.東證1部2229)是日本一家以零食為主力的食品生產商,於1949年在廣島市宇品以松尾糧食工業株式會社的名稱成立,1955年改為現名。


卡樂比




作者: kaka    時間: 2018-10-20 12:44

Kewpie Corporation ( 日股 2809 ) (食品股)


https://www.kewpie.co.jp/english/about-us/


https://www.kewpie.co.jp/english/products/mayonnaise.html




作者: kaka    時間: 2018-10-20 12:44

Nichirei Corporation (ЯХяユ株式会社) (日股 2871) (食品股)


https://www.nichirei.co.jp/english/corpo/

https://en.wikipedia.org/wiki/Nichirei



Nichirei Corporation (ЯХяユ株式会社 Nichirei Kabushiki-gaisha) is one of Japan's top producers of frozen foods and a leader in cold storage warehousing, headquartered in Tokyo. Operating through around 80 subsidiaries and affiliates worldwide, its businesses include processed food; logistics; marine products (chiefly roe, shrimp, and octopus); meat and poultry; real estate; and biosciences. The company's bioscience work includes antibody development and manufacturing, immunology products, and natural materials processing.

Nichirei Corporation

Native name
Romanized name
Type
Traded asIndustryFoundedHeadquartersKey people
Net income
Number of employees
Website

Headquarters in Tokyo, Japan

ЯХяユ株式会社
Nichirei Kabushiki-gaisha
Public (K.K.)
TYO: 2871
Processed foods, marine products, meat and poultry products, logistics, real estate, biosciences
24 December 1942, as Teikoku Marine Products Control Company
Chūō, Tokyo, Japan
Mitsudo Urano (Chairman)
Toshiaki Murai (President)
$109.3 million (FY 2010)
12,680 (2013)
nichirei.co.jp


作者: kaka    時間: 2018-10-20 16:22

KOBE BUSSAN CO.,LTD. 株式会社神戸物産 (日股 3038)  食品


https://www.kobebussan.co.jp/business/

https://www.kobebussan.co.jp/company/company.php





作者: kaka    時間: 2018-10-20 16:52

ZENSHO HOLDINGS CO.,LTD.  (日股 7550) 食品供應鍊服務


https://www.zensho.co.jp/en/company/



https://www.zensho.co.jp/en/company/outline/


Management of food service chain restaurants and development of sales systems and food processing systems




作者: kaka    時間: 2018-10-28 16:32

英國聯合食品 ( Associated British Foods plc ) ( 英股 ABF )  食品

https://www.abf.co.uk/

https://zh.wikipedia.org/wiki/%E8%8B%B1%E8%81%AF%E9%A3%9F%E5%93%81

英聯食品[2](或稱英國聯合食品,英語:Associated British Foods plc)是一家英國跨國食品加工零售公司,總部位於倫敦。它是世界第二大的糖和麵包酵母生產商[3],也是世界主要食品生產商之一,其下的品牌包括阿華田Ryvita喬丹斯唐寧茶[3]。其下的子公司普利馬克在西歐有200多家服裝店[1][3]

英聯食品54.5%的股份由威丁頓投資持有[4],而後者的大多數股份屬於加菲爾德·韋斯頓基金,該基金的持有人是英聯食品創始人的韋斯頓家族


https://en.wikipedia.org/wiki/Associated_British_Foods

Associated British Foods plc (ABF) is a British multinational food processing and retailing company whose headquarters are in London. Its ingredients division is the world's second-largest producer of both sugar and baker's yeast and a major producer of other ingredients including emulsifiers, enzymes and lactose.[2] Its grocery division is a major manufacturer of both branded and private label grocery products and includes the brands Mazola, Ovaltine, Ryvita, Jordans and Twinings.[2] Its retail division, Primark, has around 345 stores with over 13,900,000 sq ft (1,290,000 m2)[1] of selling space across Austria, Belgium, France, Germany, Italy, Ireland, the Netherlands, Portugal, Spain, the UK, and the United States.[2]

Associated British Foods is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.[3]



英聯食品
Associated British Foods plc


公司類型股票代號成立代表人物總部產業產品服務營業額稅前盈餘稅後盈餘員工人數主要子公司網站
公眾有限公司
LSEABF
1935
Charles Sinclair(董事長)
George G. Weston(CEO)
英國倫敦
食品加工
零售
食品
零售
£133億(2013)[1]
£10.93億(2013)[1]
£8.76億(2013)[1]
113,000(2013)[1]
英國糖業普利馬克
www.abf.co.uk

Associated British Foods plc


Type
Traded asIndustryFoundedHeadquartersKey people
ProductsServicesRevenueOperating income
Net income
OwnerNumber of employees
SubsidiariesWebsite
Public limited company
LSE: ABF
FTSE 100 Component
Food processing
Retail
1935; 83 years ago
London, W1
United Kingdom
Charles Sinclair(Chairman)
George G. Weston(CEO)
Food, ingredients
Retailing
£15,357 million (2017)[1]
£1,336 million (2017)[1]
£1,211 million (2017)[1]
Wittington Investments, 54.5%
132,590 (2017)[1]
British Sugar
Primark
www.abf.co.uk

作者: Bryce    時間: 2018-10-28 21:54

股價與盈再表不同.

作者: kaka    時間: 2018-10-28 22:05

單位不同
磅 pound 與 penny
作者: Bryce    時間: 2018-10-29 13:58

呵呵😄眼拙,金拍謝。




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