十载投资,路在何方,扎根本土,放眼世界

Nuffnang

Thursday, January 23, 2014

Zhulian前途茫茫?

Zhulian 第四季昨天公布,收入和净利润双跌,而且是大跌。


前途茫茫?
以下是Ali的看法:
1:从收入和利润方面都大大的打击,有人说是受泰国政乱影响,也许吧。但是本地销量也大跌?
The Group’s revenue for the period under review of RM 417.056 million was lower by RM 33.37 million, as compared to the revenue in the corresponding period last year of RM450.425 million. The decrease in
revenue was mainly due to a fall in the local market demand.

由此可见,本地销量才是致命伤。

2:本地没有政乱,为何销量大跌?
是否与金价有关,金价回落,人人都去买真金白银,“假金”销量大跌?看看PohKong讲什么
The Group's revenue for the first quarter under review was lower at RM180.125 million as compared to the revenue in the corresponding quarter last year of RM194.730 million; a decrease of RM14.605 million. The decrease in revenue was due mainly to the fall in demand of gold products, such as gold bars, wafers and gold jewellery. The volatility of gold prices had also affected consumer sentiment in the purchase of gold jewellery during the quarter under review.

不是金价有关,那是顾客购买力降。

3:购买力降?
油价起,电费起,样样都起,没有钱买奢侈品。毕竟这些都不是必需品。
在百物涨价时,人人惟有节流。

4:股价
过去三个月,在没有利好的消息下,股价被推高。人人抱着期望,现在业绩差,希望越大,失望越大。

股价被推高了

5:Zhulian-CA
下星期CA到期
ZHULIAN-CA: CW Zhulian Corporation Bhd (CIMB) - 5131CA (ZHULIAN-CA)
List Date: 17-01-2013
List Price: RM0.1500
Expiry Date: 30-01-2014 ( 5 days left )
Exercise Price: RM3.0000
Conversion Ratio: 2.00
Warrant Type: European Style

如果我是banker,也会顺水推舟,落井下石。压低过3.00,就不用cash refund
庄家推手


大概是这些原因,Ali也受害者之一,Zhulian占了13%组合。

2 comments: