Saturday, September 6, 2014

NTPM 2015 1Q Report

















From 2015 1Q Report:

Meanwhile, the rise in labour and overhead costs is expected to dampen the Group’s profitability further.

The increase in electricity tariff rates in January 2014 and natural gas tariffs in May 2014 will cause overhead costs to escalate and will affect the financial performance for the upcoming year.

自动化成果还未看到,成本就连带大起,生意难做啊,看来近年生产业都不会好过。

Both the tissue and personal care segment will continue to operate in a tough environment as most of the FMCG (“Fast-Moving Consumer Goods”) companies continue to shift their focus from protecting margins to increasing volumes.

这个更够力,同行开始薄利多销了 !!!


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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...