tag:blogger.com,1999:blog-3886431187196458619.post6081927978523650348..comments2024-03-12T10:25:00.985+08:00Comments on 取之有道: 名人酒杯止凡http://www.blogger.com/profile/13815373715261739551noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-3886431187196458619.post-42855538892936561532018-01-31T11:15:17.961+08:002018-01-31T11:15:17.961+08:00Fast moving consumer goods
超低毛利率和匯率風險也不是最致命的,最大問題是...Fast moving consumer goods<br />超低毛利率和匯率風險也不是最致命的,最大問題是多年來還沒有找到像超市一樣穩定的供應商供貨。結果貨架上經常出現劣幣驅逐良幣的情況:好產品賣光,剩下一堆不受歡迎的沒人要。客人喜歡的產品,隔一排就沒貨再買不到了,結果永遠只能停留在靠價格競爭,去吸引顧客嘗試新產品的層面。<br />不過也不能全盤否定759的策略,需知道他們本來的定位,就是讓員工們自己努力養活自己而已。無論產品賣多便宜,質量有多不濟,營利如何沉迷,只要還有員工肯做,這家公司還有希望的。unknownhttps://www.blogger.com/profile/05948027384064426685noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-28284008632458927112017-11-16T19:53:04.485+08:002017-11-16T19:53:04.485+08:00明白了。明白了。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-43140235617147414812017-11-16T19:36:23.855+08:002017-11-16T19:36:23.855+08:00FMCG(快速消費)。pat(舊)Wiki(hktv).各師各法。長期讀者。FMCG(快速消費)。pat(舊)Wiki(hktv).各師各法。長期讀者。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-34339594048675578632017-11-16T19:19:49.826+08:002017-11-16T19:19:49.826+08:00FMCG是什麼?FMCG是什麼?止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-14888735760743046892017-11-16T10:45:48.825+08:002017-11-16T10:45:48.825+08:00做FMCG 都係做到一PAT屎咁, 同WIKI有得揮做FMCG 都係做到一PAT屎咁, 同WIKI有得揮快活谷小子財自之路https://www.blogger.com/profile/10810812369461625838noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-19561090117819869692017-11-16T07:17:24.825+08:002017-11-16T07:17:24.825+08:00因我感覺港交所的盈利隨大市成交上落,當然長遠成交額有所增長,但其週期特性的確很強。因我感覺港交所的盈利隨大市成交上落,當然長遠成交額有所增長,但其週期特性的確很強。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-27778760140666439082017-11-16T06:19:21.732+08:002017-11-16T06:19:21.732+08:00關於港交所可讀鍾兄的《港交所-長線必選》與《太座的智慧(三)》:
http://bennychung...關於港交所可讀鍾兄的《港交所-長線必選》與《太座的智慧(三)》:<br />http://bennychungwai.blogspot.se/2013/10/blog-post_3230.html<br />http://bennychungwai.blogspot.se/2016/12/blog-post_11.html<br />我認為可以試著從長期股息率去估值,並認為不是一般的週期股,可口可樂也隨大市上落,但也不是週期股。ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-41121941397149285192017-11-15T22:01:34.185+08:002017-11-15T22:01:34.185+08:00我也有留意到,博覽群書。我也有留意到,博覽群書。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-18181166052427881902017-11-15T19:26:39.175+08:002017-11-15T19:26:39.175+08:00我反而有興趣林老闆背景後的書架,平常較喜愛甚麼書籍。。。時否是博主的捧場客(取之有道)。哈哈!長期讀...我反而有興趣林老闆背景後的書架,平常較喜愛甚麼書籍。。。時否是博主的捧場客(取之有道)。哈哈!長期讀者Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-22118665375357852572017-11-15T12:18:27.705+08:002017-11-15T12:18:27.705+08:00記得你講過。記得你講過。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-25246029407117197392017-11-15T10:24:03.112+08:002017-11-15T10:24:03.112+08:00Student says:
I repeat," I prefer to be a cu...Student says:<br /><br />I repeat," I prefer to be a customer in 759 stores rather than be a long run investor in 759.HK stock." <br /><br />But actually I am now seldom go to 759 stores ... Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-2345137077403028102017-11-15T07:23:47.535+08:002017-11-15T07:23:47.535+08:00不過近來報導指他經營困難,未知是否事實。不過近來報導指他經營困難,未知是否事實。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-16652848476064636612017-11-14T23:11:02.966+08:002017-11-14T23:11:02.966+08:00較欣賞林偉駿的阿信屋的數據及市場定位,這項應用將會越來越普及較欣賞林偉駿的阿信屋的數據及市場定位,這項應用將會越來越普及Oscar211https://www.blogger.com/profile/15351801190358911939noreply@blogger.com