DLADY 3026 INFORMATION OVERVIEW 1
Information Overview 1:
该集团主要是经营子母牌炼奶业务为主。
这个业务不会有爆炸性成长。
上任刚满一年的新董事经理古达想把DLADY打造一只养息股。
因为他认为与其把多余的现金放在银行吃那微薄的利息到不如把现金回馈给股东。
该集团以后将会使用教育（Educate），激动（Excite）和活力（Energize）这3策略来成长。
该集团的目标是孩童并会在包装上设计来吸引孩童和积极培养孩童从小喝牛奶的习惯来推动成长。
该集团做了一些调查并发现东南亚孩童缺少维生素D和营养不良。
因此该集团便开始调整旗下的产品，目前进行第二次研发并预计2020年将会推出新产品。
该集团未来计划将会在本地购买牛奶原料。
该集团的婴儿奶粉和牛奶在市占率分别是23%和51%。
该集团的婴儿奶粉的赚幅较高而牛奶却是薄利多销。
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
该集团主要是经营子母牌炼奶业务为主。
这个业务不会有爆炸性成长。
上任刚满一年的新董事经理古达想把DLADY打造一只养息股。
因为他认为与其把多余的现金放在银行吃那微薄的利息到不如把现金回馈给股东。
该集团以后将会使用教育（Educate），激动（Excite）和活力（Energize）这3策略来成长。
该集团的目标是孩童并会在包装上设计来吸引孩童和积极培养孩童从小喝牛奶的习惯来推动成长。
该集团做了一些调查并发现东南亚孩童缺少维生素D和营养不良。
因此该集团便开始调整旗下的产品，目前进行第二次研发并预计2020年将会推出新产品。
该集团未来计划将会在本地购买牛奶原料。
该集团的婴儿奶粉和牛奶在市占率分别是23%和51%。
该集团的婴儿奶粉的赚幅较高而牛奶却是薄利多销。
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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