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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: November 29, 2011

莎莎與 Bauhaus

29 Tuesday Nov 2011

Posted by Platoooooo in November 2011

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常常講笑話大陸有13億人口,如果你有一個產品可以從每個大陸人身上,不用多,就賺他$1,就已經發達啦!事實上那裡有這麼容易的事?

莎莎攻內需失利 緩開店
“【明報專訊】受惠近年自由行效應,莎莎國際(0178)無論業績及股價都有顯著增長,不過在拓展內地市場上則遇上「絆腳石」,昨日公布9月底止中期業績,內地業務虧損擴大近倍至1975萬元,並預期下半年內地業務虧損最多亦會與上半年相若,公司同時調整內地開店步伐,全年目標減少20間,希望對同店銷售有幫助。”

(http://hk.news.yahoo.com/%E8%8E%8E%E8%8E%8E%E6%94%BB%E5%85%A7%E9%9C%80%E5%A4%B1%E5%88%A9-%E7%B7%A9%E9%96%8B%E5%BA%97-212403937.html)

包浩斯盈利跌35% 擬縮內地分店
“【明報專訊】早前股價勁瀉三成的包浩斯(0483),截至9月底止半年純利按年縮減35%至1500萬元。主席黃銳林昨天在中期業績會上,承認早前對內地市場過於樂觀,導致開店太過進取,並計劃在未來1至1年半時間,精簡內地特許經營網絡,預計下半年關店數目將大幅超過上半年的5間。”

(http://hk.news.yahoo.com/%E5%8C%85%E6%B5%A9%E6%96%AF%E7%9B%88%E5%88%A9%E8%B7%8C35-%E6%93%AC%E7%B8%AE%E5%85%A7%E5%9C%B0%E5%88%86%E5%BA%97-214349323.html)

Bauhaus 都可以話衣服的款式未必合內地人口味,但莎莎… 它在香港的生意可是由內地同胞養起的!只要將香港的一套照版煮碗搬到內地店舖中,有誰想到竟然都會老貓燒鬚!還有還有,騰訊 (700) 夥拍 Groupon 的「高朋網」都要大大蝕本收場。所以話,大陸內需雖然是一個大得你不能相信的市場,但是不熟悉行情的話還是可以$1都賺不到!

至於莎莎與 Bauhaus 這兩隻股票,我還是相信莎莎多一點。除了多年來業績與派息穩定外,化妝品這東西沒有所謂潮流之分,我始終怕 Bauhaus 如果有一個 season 走錯了線,都可以幾大鑊!

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