🌻
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.
simple 包 包 在 [閒聊] eversimple包包生滅火- 看板e-shopping - 批踢踢實業坊 的推薦與評價
目前是個新手媽媽
還在月中可以滑滑手機
看到eversimple跳出的廣告
去年就看過，覺得他們的包搭配內袋很實用
昨天看到新推出的媽媽包內袋更生火了
https://www.eversimple.co/products/pre-e12-amber-gray-05-eline
只是我比較喜歡的是Amber
材質是皮質(相較其他帆布款或尼龍款)
且可變化多種揹法
就算以後不當媽媽包使用，有內袋收納也方便
但缺點是尺寸較小
怕實際上不實用且價格稍高
例如帶保溫瓶好像就關不起來
或帶寶寶的東西就滿了，媽媽自己東西放不下
其實我有一個恩典的空氣媽媽包(後背包)
要好塞東西一定是後背包容量勝出
有沒有媽媽們可以給點建議
是不是這階段孩子還小
其實都用媽媽包就好了
不太會再用其他包呢？
或有買過這間包的人可以分享心得
歡迎生火滅火都可XD
謝謝～
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