永旺(AEON, 6599) Q1′ 14季报
业绩有下滑的迹象,季报里提到:
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,另外两个成本就有点难搞,可幸的是,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.
与消费有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。~乡下佬~
15.05.2014
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