Disclaimed :This is not a buy or sell call but just for ''Reference Only ''.Gila Saham is not responsible for any lost or misinformation and trade at your own risk.Any decision is your own responsible .Please set your own stop and take profit level .
Sorry, i don't think the possibility of going downtrend is high. Most of the stocks are affected by the 11MP project which it was just announced yesterday where it caused a huge impact on the stock market.
Higher sales volume la... walao what kind of question is this? where did the profit came from... u think higher profit due to forex meh? go read the report la.. the already bought forward contracts to hedge the forex risk liao.. u simply tikam only ar??
Simple economics, when home currency weakens, local goods become cheaper and more attractive to foreign buyer. Even if Homeritz have to buy in terms of USD for their cost of goods, the attractiveness of RM will increase demand, therefore improving sales. if the demand increases more than the amount required to buy the inputs, you will get growth. and in economies of scale, the more you produce, the cheaper the price per unit of goods sold.
hi. perhaps you missed my statement about economies of scale. Say if the demand of goods increases, you will need more inputs of course, however, your variable cost like electricity, machinery and labour will not go up as much. because you can leverage on that cost. and buying in bulk and large quantity has its advantages eg. discounts, rebates, savings on transporting cost. Note: All else being constant.
by theory, this is what should happen, of course the reality might deviate far from the theory.
Although i do not see whats the hype about the currency thingy, if you look back in past 5 years earning, they were doing well even when the USD did not strengthen.
eap.. the currency exchange don't really play a big role here because the input costs (in USD) were positive correlated with the revenue (in USD) of the co.. its contribution is much more dependable on the sales volume and the disposal of assets.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Joel
4,580 posts
Posted by Joel > 2015-05-19 20:17 | Report Abuse
明天走高!