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! ) $萬事達 (MA.US)$$Visa (V.US)$$Farfetch (FTCH.US)$$Gap Inc (GPS.US)$$億滋 (MDLZ.US)$$Stitch Fix (SFIX.US)$$塔吉特 (TGT.US)$$TJX公司 (TJX.US)$$好時 (HSY.US)$$Tootsie Roll Industries (TR.US)$$Party City Holdco (PRTY.US)$$洛磯山巧克力工廠 (RMCF.US)$$獅門娛樂-A (LGF.A.US)$$必樂透 (BIG.US)$$美元樹公司 (DLTR.US)$$AMC院線 (AMC.US)$$蘋果 (AAPL.US)$$奈飛 (NFLX.US)$$Petco Health and Wellness (WOOF.US)$$傑克仕太平洋 (JAKK.US)$$Yum! Brands (YUM.US)$$美國達樂公司 (DG.US)$$克羅格 (KR.US)$$默沙東 (MRK.US)$$Community Health Systems (CYH.US)$$Teladoc Health (TDOC.US)$$輝瑞 (PFE.US)$$佳明 (GRMN.US)$$奇波雷墨西哥燒烤 (CMG.US)$$迪士尼 (DIS.US)$$道瓊斯指數 (.DJI.US)$$標普500指數 (.SPX.US)$$納斯達克綜合指數 (.IXIC.US)$$恒生指數 (800000.HK)$
傑克仕太平洋股票討論
新增數據:23Q2,Q3,Q4。營收從22Q4開始連續下滑,下滑趨勢有結束跡象,最近兩季度萎縮均不到5%,營業利潤在Q2、Q3扭虧,但是Q4受營收萎縮影響轉虧,淨利潤也類似。
2023年營收萎縮10.6%,受毛利率提升影響營業利潤萎縮3.5%,稅前淨利萎縮10.4%,受所得稅波動影響,稅後淨利萎縮58%到0.38億。
資產負債率從63.8%下降到52.3%,應收款項從1.05億增加到1.26億,存貨從0.81億下降到0.53億,是好的變化,負債端有息借款清償完畢,利息費用會大幅降低。
現金流經營淨額大幅高於投資淨額,股東盈餘比例很高。
目前市盈率6.5,考慮到近期萎縮相當程度受所得稅滯後影響,負債情況大幅好轉,可以謹慎選擇(⭐️)
新增數據:2023Q1
營收下滑11.1%,營業利潤虧損440萬,淨利潤虧損532萬。
資產負債表進一步降低到55.4%,大幅削減了長短期借款,目前長期借款僅剩0.27億,淨資產1.47億。
由於去年是後三個季度才開始大幅盈利,1季度可能是淡季,因此本季度報不能說明太多問題,暫時不做判斷。 由於倉位過低,補倉至觀察倉位。
利潤表顯示2020年公司的銷售管理費用大幅削減,所以營業利潤得以扭虧,之後銷售管理費用增長也相對緩慢,因此營業利潤保持了快速增長。
利息費用2022年下降到0.11億,佔營業利潤的18%,利息負擔雖然下滑很多但仍較高。
5年來資產負債率從84.9%增長到98.9%後下滑到目前的63.8%。
5年來除2021年外,應收款項基本在1.1億左右,沒有明顯變化,存貨在2020年下降到0.39億,2021年暴增至0.84億,2022年略微下降到0.81億,佔營收比例不算高。
長期借款0.42億,佔淨資產1.47億的29%,槓桿率不算很高。
5年來現金流經營淨額高於投資淨額,有一定股東盈餘。
目前市盈率2.5,刨除稅務返還後市盈率爲4.4,假如2022年和2021年一樣也有0.3億的其他淨虧損,那麼淨利潤降到0.2億,市盈率爲...
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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.
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.
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.
The rise in the popularity of trick-or-treating inspired candy companies to make a marketing push with small, individually wrapped confections.
I have the tendency to go hunt for Halloween goodies, one day after Halloween because they will go on super sale, the day after.
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$萬事達 (MA.US)$ $Visa (V.US)$ $Farfetch (FTCH.US)$ $Gap Inc (GPS.US)$ $億滋 (MDLZ.US)$ $Stitch Fix (SFIX.US)$ $塔吉特 (TGT.US)$ $TJX公司 (TJX.US)$ $好時 (HSY.US)$ $Tootsie Roll Industries (TR.US)$ $Party City Holdco (PRTY.US)$ $洛磯山巧克力工廠 (RMCF.US)$ $獅門娛樂-A (LGF.A.US)$ $必樂透 (BIG.US)$ $美元樹公司 (DLTR.US)$ $AMC院線 (AMC.US)$ $蘋果 (AAPL.US)$ $奈飛 (NFLX.US)$ $Petco Health and Wellness (WOOF.US)$ $傑克仕太平洋 (JAKK.US)$ $Yum! Brands (YUM.US)$ $美國達樂公司 (DG.US)$ $克羅格 (KR.US)$ $默沙東 (MRK.US)$ $Community Health Systems (CYH.US)$ $Teladoc Health (TDOC.US)$ $輝瑞 (PFE.US)$ $佳明 (GRMN.US)$ $奇波雷墨西哥燒烤 (CMG.US)$ $迪士尼 (DIS.US)$ $道瓊斯指數 (.DJI.US)$ $標普500指數 (.SPX.US)$ $納斯達克綜合指數 (.IXIC.US)$ $恒生指數 (800000.HK)$
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