太平洋恩利 (1174)
剛公佈中期, 盈利大升, 好似好勁, 但睇唔明以下幾點:
1) 魚柳業務係中國, 西歐及北美營業額突然間大升, 冇解釋原因...睇番存貨及應收賬, 不升反跌, 好奇怪!到底係清貨, 造靚d數, or 真係需求帶動?!
2) 收購秘魯公司Alexendra, 會產生大額商譽, 如何入賬?!
3) 新的融資會大幅增加利息開支
Thursday, December 21, 2006
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2 comments:
Wah.. Ho Ging.
Want to ask about 567 - what's your view? dropped alot!.. What about 451.. they seem to be in similar business??
可唔可以發表下你的意見先?
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