Halloween is the spookiest night of the year. It is also a boon to the retail industry - even during a pandemic. And, with more people indoors and looking for a little cheer during another tough year, even pet costumes are also flying off the racks. Halloween has come to be most closely associated with the pumpkin, but apples have also played an important role in it’s history. Bobbing for apples remains a traditional Halloween party game. This practice used to be considered a form of divination performed around Halloween. Young people would literally dunk their heads in a tub of water and try to bite into the floating apple, in a quest to figure out their future partner. As with any big celebration, getting the Halloween decorations right is important. During my college days, I love to decorate the exterior of my house to attract (or terrify?) the trick or treaters who come knocking. According to folklore, the spirits of the dead were able to come back to life to harm people and crops in the physical world. People tried to appease the restless spirits on Halloween. And, these practices led to many of today's Halloween traditions. Thus, people used to wear costumes of monsters, ghosts, and devils to scare away the harmful spirits. Today, people still celebrate by wearing scary costumes. However, now, they also dress up like popular celebrities, children's show characters, princesses, super heroes and much more. Traditionally, if no treat is given, they can play a trick on the homeowners. The Halloween celebration has spread to many countries throughout the world as a fun and commercial event. Halloween is centered mostly around sweet foods. Traditional foods to eat on Halloween would be caramel apples, candy corn, caramel corn, any foods involving pumpkin (pie, bread, cake, pudding, etc) and soul cake. Soul cake is a Halloween tradition. They are like a cross between cookies and cupcakes. Some daring people may visit spooky places like a cemetary, battlefield or other historic landmark. Some may even go to a ticketed “haunted house”, which hosts a thrilling and spooky attraction where actors are hired to scare people. Trick-or-Treating is the most popular activity to do on Halloween night. Trick-or-treating is a fun activity that starts when the sun sets on October 31st. A fun trick people play for trick-or-treaters is that there are bowls that say “please take one” and there will be a decoration next to the bowl that’s about human-sized. When the children reach for the bowl, the decoration tries to grab the trick-or-treater, making them realize it was actually a person in costume! Some houses will not give anything to people who don’t wear costumes. A rule on Halloween is, if the outside lights of the house are off, then they are not giving out to trick-or-treaters. I have an eye for Candy Apples Apple always has a place in harvest celebrations. I find it particularly alluring to gaze at the dipped apples on sticks with bright red glaze showcasing next to a glass window at Rocky Mountain Chocolate Factory. It’s an ingenious way of enticing potential customers, like myself. To me, this is the perfect blend of sweet and spicy confectionery. Spotting Bats It’s likely that bats were present at the earliest celebrations of proto-Halloween. Medieval folklore expanded upon the spooky connotation of bats with a number of superstition built around the idea that bats were the omen of death. Gorging on Candy The rise in the popularity of trick-or-treating inspired candy companies to make a marketing push with small, individually wrapped confections. Shopping Hacks I have the tendency to go hunt for Halloween goodies, one day after Halloween because they will go on super sale, the day after. Every year, my friends and family will make it a tradition to visit the pumpkin patch. Visiting a pumpkin patch isn’t just about finding the best pumpkin. But, the experience and fond memories that I make while there. Every pumpkin patch is unique and offers different activities. Pumpkin Picking is one of my favourite activities during Fall. The best part of Fall is heading to the local pumpkin patch to pick a pumpkin with my family. These pumpkin patches are usually just a short drive from Downtown, but I feel like I am being transported far away to a farmland with corn mazes, hayrides and apple cider donuts. I, especially, look forward to the yearly Pumpkin Patch adventures. I enjoy admiring hundreds of pumpkins, corn stalks, hay bales, animal feedings while devouring tasty autumn snacks. So on every October 31st, as the veil between the supernatural world and the human world is the thinnest, remember to wish all Mooers “Happy Halloween!” (Have Fun, while Staying Safe! ) $万事达 (MA.US)$$Visa (V.US)$$Farfetch (FTCH.US)$$Gap Inc (GPS.US)$$亿滋 (MDLZ.US)$$Stitch Fix (SFIX.US)$$塔吉特 (TGT.US)$$TJX公司 (TJX.US)$$好时 (HSY.US)$$Tootsie Roll Industries (TR.US)$$Party City Holdco (PRTY.US)$$洛矶山巧克力工厂 (RMCF.US)$$狮门娱乐-A (LGF.A.US)$$必乐透 (BIG.US)$$美元树公司 (DLTR.US)$$AMC院线 (AMC.US)$$苹果 (AAPL.US)$$奈飞 (NFLX.US)$$Petco Health and Wellness (WOOF.US)$$杰克仕太平洋 (JAKK.US)$$Yum! Brands (YUM.US)$$美国达乐公司 (DG.US)$$克罗格 (KR.US)$$默沙东 (MRK.US)$$Community Health Systems (CYH.US)$$Teladoc Health (TDOC.US)$$辉瑞 (PFE.US)$$佳明 (GRMN.US)$$奇波雷墨西哥烧烤 (CMG.US)$$迪士尼 (DIS.US)$$道琼斯指数 (.DJI.US)$$标普500指数 (.SPX.US)$$纳斯达克综合指数 (.IXIC.US)$$恒生指数 (800000.HK)$
杰克仕太平洋股票讨论
新增数据:23Q2,Q3,Q4。营收从22Q4开始连续下滑,下滑趋势有结束迹象,最近两季度萎缩均不到5%,营业利润在Q2、Q3扭亏,但是Q4受营收萎缩影响转亏,净利润也类似。
2023年营收萎缩10.6%,受毛利率提升影响营业利润萎缩3.5%,税前净利萎缩10.4%,受所得税波动影响,税后净利萎缩58%到0.38亿。
资产负债率从63.8%下降到52.3%,应收款项从1.05亿增加到1.26亿,存货从0.81亿下降到0.53亿,是好的变化,负债端有息借款清偿完毕,利息费用会大幅降低。
现金流经营净额大幅高于投资净额,股东盈余比例很高。
目前市盈率6.5,考虑到近期萎缩相当程度受所得税滞后影响,负债情况大幅好转,可以谨慎选择(⭐️)
新增数据:2023Q1
营收下滑11.1%,营业利润亏损440万,净利润亏损532万。
资产负债表进一步降低到55.4%,大幅削减了长短期借款,目前长期借款仅剩0.27亿,净资产1.47亿。
由于去年是后三个季度才开始大幅盈利,1季度可能是淡季,因此本季度报不能说明太多问题,暂时不做判断。 由于仓位过低,补仓至观察仓位。
利润表显示2020年公司的销售管理费用大幅削减,所以营业利润得以扭亏,之后销售管理费用增长也相对缓慢,因此营业利润保持了快速增长。
利息费用2022年下降到0.11亿,占营业利润的18%,利息负担虽然下滑很多但仍较高。
5年来资产负债率从84.9%增长到98.9%后下滑到目前的63.8%。
5年来除2021年外,应收款项基本在1.1亿左右,没有明显变化,存货在2020年下降到0.39亿,2021年暴增至0.84亿,2022年略微下降到0.81亿,占营收比例不算高。
长期借款0.42亿,占净资产1.47亿的29%,杠杆率不算很高。
5年来现金流经营净额高于投资净额,有一定股东盈余。
目前市盈率2.5,刨除税务返还后市盈率为4.4,假如2022年和2021年一样也有0.3亿的其他净亏损,那么净利润降到0.2亿,市盈率为...
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And, with more people indoors and looking for a little cheer during another tough year, even pet costumes are also flying off the racks.
Halloween has come to be most closely associated with the pumpkin, but apples have also played an important role in it’s history.
Bobbing for apples remains a traditional Halloween party game. This practice used to be considered a form of divination performed around Halloween. Young people would literally dunk their heads in a tub of water and try to bite into the floating apple, in a quest to figure out their future partner.
As with any big celebration, getting the Halloween decorations right is important. During my college days, I love to decorate the exterior of my house to attract (or terrify?) the trick or treaters who come knocking.
According to folklore, the spirits of the dead were able to come back to life to harm people and crops in the physical world. People tried to appease the restless spirits on Halloween. And, these practices led to many of today's Halloween traditions. Thus, people used to wear costumes of monsters, ghosts, and devils to scare away the harmful spirits.
Today, people still celebrate by wearing scary costumes. However, now, they also dress up like popular celebrities, children's show characters, princesses, super heroes and much more.
Traditionally, if no treat is given, they can play a trick on the homeowners.
The Halloween celebration has spread to many countries throughout the world as a fun and commercial event.
Halloween is centered mostly around sweet foods. Traditional foods to eat on Halloween would be caramel apples, candy corn, caramel corn, any foods involving pumpkin (pie, bread, cake, pudding, etc) and soul cake. Soul cake is a Halloween tradition. They are like a cross between cookies and cupcakes.
Some daring people may visit spooky places like a cemetary, battlefield or other historic landmark. Some may even go to a ticketed “haunted house”, which hosts a thrilling and spooky attraction where actors are hired to scare people.
Trick-or-Treating is the most popular activity to do on Halloween night. Trick-or-treating is a fun activity that starts when the sun sets on October 31st.
A fun trick people play for trick-or-treaters is that there are bowls that say “please take one” and there will be a decoration next to the bowl that’s about human-sized. When the children reach for the bowl, the decoration tries to grab the trick-or-treater, making them realize it was actually a person in costume!
Some houses will not give anything to people who don’t wear costumes. A rule on Halloween is, if the outside lights of the house are off, then they are not giving out to trick-or-treaters.
I have an eye for Candy Apples
Apple always has a place in harvest celebrations. I find it particularly alluring to gaze at the dipped apples on sticks with bright red glaze showcasing next to a glass window at Rocky Mountain Chocolate Factory. It’s an ingenious way of enticing potential customers, like myself. To me, this is the perfect blend of sweet and spicy confectionery.
Spotting Bats
It’s likely that bats were present at the earliest celebrations of proto-Halloween. Medieval folklore expanded upon the spooky connotation of bats with a number of superstition built around the idea that bats were the omen of death.
Gorging on Candy
The rise in the popularity of trick-or-treating inspired candy companies to make a marketing push with small, individually wrapped confections.
Shopping Hacks
I have the tendency to go hunt for Halloween goodies, one day after Halloween because they will go on super sale, the day after.
Every year, my friends and family will make it a tradition to visit the pumpkin patch. Visiting a pumpkin patch isn’t just about finding the best pumpkin. But, the experience and fond memories that I make while there. Every pumpkin patch is unique and offers different activities. Pumpkin Picking is one of my favourite activities during Fall.
The best part of Fall is heading to the local pumpkin patch to pick a pumpkin with my family. These pumpkin patches are usually just a short drive from Downtown, but I feel like I am being transported far away to a farmland with corn mazes, hayrides and apple cider donuts.
I, especially, look forward to the yearly Pumpkin Patch adventures. I enjoy admiring hundreds of pumpkins, corn stalks, hay bales, animal feedings while devouring tasty autumn snacks.
So on every October 31st, as the veil between the supernatural world and the human world is the thinnest, remember to wish all Mooers “Happy Halloween!”
( Have Fun, while Staying Safe! )
$万事达 (MA.US)$ $Visa (V.US)$ $Farfetch (FTCH.US)$ $Gap Inc (GPS.US)$ $亿滋 (MDLZ.US)$ $Stitch Fix (SFIX.US)$ $塔吉特 (TGT.US)$ $TJX公司 (TJX.US)$ $好时 (HSY.US)$ $Tootsie Roll Industries (TR.US)$ $Party City Holdco (PRTY.US)$ $洛矶山巧克力工厂 (RMCF.US)$ $狮门娱乐-A (LGF.A.US)$ $必乐透 (BIG.US)$ $美元树公司 (DLTR.US)$ $AMC院线 (AMC.US)$ $苹果 (AAPL.US)$ $奈飞 (NFLX.US)$ $Petco Health and Wellness (WOOF.US)$ $杰克仕太平洋 (JAKK.US)$ $Yum! Brands (YUM.US)$ $美国达乐公司 (DG.US)$ $克罗格 (KR.US)$ $默沙东 (MRK.US)$ $Community Health Systems (CYH.US)$ $Teladoc Health (TDOC.US)$ $辉瑞 (PFE.US)$ $佳明 (GRMN.US)$ $奇波雷墨西哥烧烤 (CMG.US)$ $迪士尼 (DIS.US)$ $道琼斯指数 (.DJI.US)$ $标普500指数 (.SPX.US)$ $纳斯达克综合指数 (.IXIC.US)$ $恒生指数 (800000.HK)$
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