F&N 3689 INFORMATION OVERVIEW 1
Information Overview 1:
该集团在2019财政年遇到几项挑战。
一，产品售价无法随意涨价。
二，市场竞争激烈。
三，预计大马在7月实行含糖饮料税。
四，泰国业务在2019财政年不会再享有税务优惠，须交20%公司税。
五，预计原料成本会提高。
如果以2018财政年计算，单单泰国业务就须付大约5000万令吉的税务，这远远比整体公司的3763万令吉的税务还高。
该集团在2015年已经拨出5亿令吉来进行为期3年的转型大计。
转型计划里有扩展产能，改善产品组合，推出新产品和提高营运效率。
该集团计划在2019年推出大约14款新产品。
该集团计划在2020年前能推出每款饮料产品都会有健康版的饮料。
该集团计划把泰国的炼奶产品扩展去国外市场。
该集团重新调配配方以减少饮料的含糖量。
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.
该集团在2019财政年遇到几项挑战。
一，产品售价无法随意涨价。
二，市场竞争激烈。
三，预计大马在7月实行含糖饮料税。
四，泰国业务在2019财政年不会再享有税务优惠，须交20%公司税。
五，预计原料成本会提高。
如果以2018财政年计算，单单泰国业务就须付大约5000万令吉的税务，这远远比整体公司的3763万令吉的税务还高。
该集团在2015年已经拨出5亿令吉来进行为期3年的转型大计。
转型计划里有扩展产能，改善产品组合，推出新产品和提高营运效率。
该集团计划在2019年推出大约14款新产品。
该集团计划在2020年前能推出每款饮料产品都会有健康版的饮料。
该集团计划把泰国的炼奶产品扩展去国外市场。
该集团重新调配配方以减少饮料的含糖量。
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.
Comments
Post a Comment