PWROOT - 减低成本,提高盈利
在过去几个季度,由于干旱引发全球咖啡价格飙升,该公司的关键原料(即咖啡)的平均成本很高,导致利润下滑。
由于消费者信心疲弱,该公司对现有国内经营环境的审查也发现了各种改进空间。 这包括减少生产浪费,合理化促销支出和分析不良销售安排。 虽然上述可能会为公司带来更好的底线贡献,但相信可能只会在实施一段时间后才会看到好结果。
出口数量受到强劲接待的推动,特别是在中东和北非地区,国内销售可能因本地竞争加剧和消费习惯疲软而受挫。 虽然该公司将战略重点放在新市场(即“Kopi O”)可能会为增加国内贡献提升销量。 关于国内收益问题,相信该公司已解决运营失误的问题,这可能会提高利润率。
PWROOT将积极扩大国内地位,但相信出口收益可能会受到马币复苏的阻碍。 相信该公司将改善运营以扩大利润率,提高销售策略。
PWROOT的长期前景感到乐观。 运营成本已合理化,但可能只能在中长期才会反映出来。 然而,从较低的平均商品价格带来的短期利好可能会缓解生产成本。该股仍具有价值,因为预计2018/2019年的股息收益率将保持稳定在6.9%/ 8.3%。
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