🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
labor holiday 2021 在 矽谷美味人妻 Facebook 的精選貼文
上個星期全美新增94000小孩感染病例,數字在快速上升中
下星期就要開學了..實在很擔心沒打針的小孩 > < 有人跟我ㄧ樣很不想讓小孩回去上學的嗎?
開學後又是Labor Day long weekend,接著10-12月就是holiday season,準備迎向今年的另一個疫情高峰.想到就哭哭 ~
Across the country, Covid-19 cases among children have been on the rise since early July after months of decline. Almost 94,000 cases among children were added in the past week, the American Academy of Pediatrics said in what the group described as a "continuing substantial increase."
https://www.cnn.com/2021/08/09/health/covid-19-childrens-hospitals-crisis/index.html?fbclid=IwAR2fMkhPMmf4-wRomDOrwLKZ5DIjiBQtVSddSGKNpe-i3JHDInTM8EJHWbs
labor holiday 2021 在 National Holidays in Taiwan in 2021 的相關結果
Day Date Holiday Name Type
Friday Jan 01 Republic Day National Holiday
Wednesday Feb 10 Lunar New Year Holiday National Holiday
Thursday Feb 11 Lunar New Year's Eve National Holiday ... <看更多>
labor holiday 2021 在 Labor Day in Taiwan - Time and Date 的相關結果
This year: Observed onFri, Apr 30, 2021 Sat, May 1, 2021 ... Labor Day is also known as May Day and is a public holiday in many countries across the world. ... <看更多>
labor holiday 2021 在 Statutory Holidays for 2021 - Labour Department 的相關結果
Statutory Holidays for 2021 · 1. The first day of January, 1 January · 2. Lunar New Year's Day, 12 February · 3. The second day of Lunar New Year, 13 February · 4. ... <看更多>