UPCOM 食品饮料

MML

Masan MEATLife

27,200
+0.00%
市值 9.7T
数据截至 2026-07-23 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

Masan MEATLife(MML)是一家在越南上市的Food & Beverage公司,挂牌于UPCOM。该股最新成交价为 27,200 越南盾,当日基本持平,市值约 9.7 万亿越南盾。

估值方面,MML 的市盈率约为 15.1 倍,市净率约 1.8 倍。这低于Food & Beverage行业平均市盈率 28.5 倍。净资产收益率(ROE)为 12.2%,反映公司运用股东资本的盈利能力,高于行业平均的 0.9%。每股收益约 1,885 越南盾。

Aveluro 目前追踪 15 条与 MML 相关的新闻,近期报道情绪偏负面(占比 73%)。最新的催化事件为「外资逆势扫货MWG 2060亿越南盾,VN-Index暴跌44点」。Aveluro 综合模型对 MML 的评分为 5.2/10(持有),综合了新闻情绪、价格动能与基本面。

最新价格
27,200 VND · +0.00%
主要情绪
Negative · 15 已分析文章
最新催化剂
外资流向
数据截至
2026-07-23

外资逆势扫货MWG 2060亿越南盾,VN-Index暴跌44点

提示: 不构成投资建议。 · Aveluro 如何计算: Aveluro 结合提取的事件事实、来源可信度、股票背景和市场数据。评分是确定性研究信号,并非投资建议。

5.2
持有
情绪
-1.00
影响力
0.40
动量
-0.14
基本面
+0.40
成交量
1.00
P/E
15.1
P/B
1.8
ROE
12.2%
ROA
5.7%
EPS
1.9K
已分析文章
15
主要情绪
负面
负面 11
正面 3
多空交织 1
完整分析 外资流向 Jul 20, 2026
外资逆势扫货MWG 2060亿越南盾,VN-Index暴跌44点

MWG (Mobile World Group) attracted the largest net foreign buying of VND 206 billion on July 20, even as the VN-Index dropped 44 points and foreign investors overall net sold VND 86 billion across the market. The buying interest in MWG contrasts with heavy net selling in VCB, STB, and VPB, suggesting selective foreign allocation toward retail amid the broad sell-off.

4 -4.0 负面
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Jul 16, 2026
已分类新闻 外资流向 CafeF - Thị trường chứng khoán
3 +2.8 正面
Jul 14, 2026
3 -2.8 负面
完整分析 外资流向 Jun 02, 2026
外资逆势扫货FPT近500亿越南盾,6月2日净卖出5620亿越南盾

Foreign investors net sold VND 562 billion on June 2, 2026, extending a recent selling trend. The selling was concentrated in HPG, HDB, ACB, CTG, and VPB, while FPT saw net buying of nearly VND 500 billion, making it the top purchased stock on HOSE.

4 -3.5 负面
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完整分析 外资流向 Jun 01, 2026
外资周一净卖出超6340亿越南盾,ACB领跌1090亿,MWG、FPT获买入

ACB saw the largest foreign net sell-off of VND 109 billion on Monday, as foreign investors offloaded a net VND 634 billion across the market. The selling pressure contributed to a 19-point drop in the VN-Index, while MWG, FPT, and VCB attracted net buying.

4 -3.5 负面
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完整分析 外资流向 May 25, 2026
外资单日净抛售2100亿越南盾,MSB遭抛售超1500亿领跌

Foreign investors net sold VND 2,094 billion (USD 83.8 million) on May 25, with MSB alone accounting for over VND 1,500 billion in net selling. The selling pressure was broad-based, affecting HPG, ACB, FPT, and KDH, while net buying was concentrated in MSN, HDB, VIC, VCB, and VHM.

4 -4.2 负面
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完整分析 外资流向 May 08, 2026
外资净抛售9160亿越南盾,FPT、VHM、ACB遭集中减持

Foreign investors net sold VND 916 billion (~USD 36.6 million) on May 8, with the heaviest selling concentrated on FPT (VND 445B), VHM (VND 267B), and ACB (VND 138B) on HOSE. The selling pressure highlights continued foreign outflow from large-cap VN30 stocks, while HNX saw modest net buying.

5 -5.0 负面
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完整分析 外资流向 May 06, 2026
外资单日抛售超千亿越南盾,FPT、ACB、HPG、VIC遭集中减持

Foreign investors net sold VND 1,094 billion on May 6, with FPT leading the sell-off at VND 454 billion, followed by ACB (VND 213B), HPG (VND 212B), and VIC (VND 187B). The selling pressure came despite a strong VN-Index rally of 16 points to 1,891. On the buy side, POW, MSN, and DGC were the top net purchases.

5 -5.0 负面
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完整分析 业绩超预期 May 04, 2026
Masan集团(MSN)一季度净利润创纪录达19740亿盾,上半年预增76%

Masan Group (MSN) reported a record Q1 2026 net profit of VND 1,974 billion, double the prior year, and guided H1 2026 net profit to VND 4,600 billion (+76% YoY). The earnings beat was driven by strong performance across subsidiaries WinCommerce, Masan Consumer, and Masan MEATLife, with retail expansion and operational improvements.

10 +9.8 正面
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完整分析 外资流向 Apr 24, 2026
外资单日净抛售超2000亿越南盾,FPT、ACB、VCB成焦点

Foreign investors net sold over VND 2,000 billion (approx. USD 80 million) on April 15, 2026, the largest single-session outflow in recent weeks. FPT alone accounted for VND 417 billion of selling, followed by ACB, VCB, VHM, and MSB. The selling pressure contributed to a 17-point drop in the VN-Index, with total matched orders on HoSE reaching only VND 17,300 billion.

6 -6.0 负面
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完整分析 外资流向 Apr 23, 2026
4月23日外资净抛售超1.7万亿越南盾,FPT、ACB、VHM遭大幅减持

Foreign investors net sold over VND 1,700 billion (~USD 68.4 million) on April 23, with FPT, ACB, and VHM being the most sold stocks. The sell-off was broad-based across HOSE, HNX, and UPCOM, while PVT, VNM, and DCM saw net buying. The heavy foreign outflow adds pressure on these large-cap names despite the VN-Index rising 13 points to 1,870.

6 -6.0 负面
阅读完整分析 →

所有信息仅供参考,不构成投资建议。过往表现不代表未来收益。数据来源于越南公开市场信息。

最后更新: 2026-07-23T13:58:57Z.