Thursday, May 15, 2014

Aeon 2014 1Q Report






 














强如 Aeon 也有业绩下滑的迹象,从季报里说到:

Profit before taxation of RM66.7 million was however 10.8% lower as compared to RM74.8 million in the previous year corresponding quarter mainly due to higher utilities and promotion expenses as well as initial costs associated with new stores opening.

开新店的成本就没办法了,另外两个才是成本就有点难搞,可幸的管理层还是蛮有信心。

The Malaysian economy is expected to remain resilient in 2014 even though domestic consumption will be facing challenges from rising cost of living as a result of increase in prices of goods and services.

The Group, leveraging on its 30th year anniversary activities, competitive strengths and refurbishment programme, remains optimistic of an improved performance for 2014.

有和消费关联的公司一间接一间出现成本侵蚀盈利的迹象,我想,这应该不是好事。

大牛也

古人说,凡是成交值超过 20 亿,乃是大牛也。 以过往两周的成交值来看,大牛已来,但感觉有点怪,这个牛,和过往的大牛不太相同。 以前的大牛,不同的行业会轮流被炒,蓝筹先动,仙股随后,但现在的牛,只有十多只股轮流被炒,而且大部分还是手套和医疗公司。 在疫情紧张的时刻,不要说增加盈利...