Thursday 12 April 2018

PWROOT - 减低成本,提高盈利

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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All posts and documents submitted in this blog are solely for open discussion and education purposes only. All recommendations and opinion provided are solely for your consideration only and you should exercise your own judgment in forming your own investment decision(s). Please also be informed that equity investment is risky and we recommend you to conduct sufficient searches for information in addition to referring our recommendations and/or opinion herein, prior to making an investment decision.


You should take full responsibility of your investment decision(s) and we accept no liability whatsoever for any direct or consequential loss arising from any use of our recommendations and/or opinion provided herein or any solicitations of an offer to buy or sell any securities. Comments and opinions forwarded/provided by members/followers of this blog do not belong to the Admin and we take no responsibility of such.  

Friday 6 April 2018

贸易战争

贸易战争



金融危机爆发以来,全球经济面临1929年经济大萧条以来最困难的局面。很多国家为了自保,挥舞起了贸易保护主义大棒。当前这种贸易保护的趋势,它是糖水还是毒药?它能帮助经济走出困境,还是会使危机更加恶化,这成为2009年初达沃斯世界经济论坛上各位商界领袖最热衷于讨论的焦点问题。随着时间推移,危机进一步蔓延,贸易保护是否会进一步演化成为贸易战争、军事战争?这影响着全球的经济走势,也将决定你我未来的生活。



面对全球化的新态势,特朗普搞地方保护主义、贸易保护主义,实在是逆流而行。贸易战,就是一场战斗,无论什么战斗,杀敌百万必定自损三千。




在这场美国与世界各国的贸易战中,美国真能以一敌百吗?当然,既然是战争,就有可能取得局部和阶段性胜利。但是,美国与世界各国打贸易战,绝不可能取得最后胜利。近期来说,美国可能有一些收获,在与一些国家的贸易交往中,可能会从贸易逆差变成贸易顺差;而长远来说,只能把美国带入自给自足、孤家寡人的境地。

中美打贸易战对双方都没有好处,没有赢家,希望双方还是保持理性,避免打贸易仗。
Disclaimer:
All posts and documents submitted in this blog are solely for open discussion and education purposes only. All recommendations and opinion provided are solely for your consideration only and you should exercise your own judgment in forming your own investment decision(s). Please also be informed that equity investment is risky and we recommend you to conduct sufficient searches for information in addition to referring our recommendations and/or opinion herein, prior to making an investment decision.


You should take full responsibility of your investment decision(s) and we accept no liability whatsoever for any direct or consequential loss arising from any use of our recommendations and/or opinion provided herein or any solicitations of an offer to buy or sell any securities. Comments and opinions forwarded/provided by members/followers of this blog do not belong to the Admin and we take no responsibility of such.