CPA 113 考前讨论帖。。。【考试结束咯！】

jtmichelle

Did anyone do the analysis of key issues affected NAB's historical and future profitability?

I found it was very hard to analyse, too little information.

Errand

原帖由 jtmichelle 于 2010-4-22 15:31 发表
Did anyone do the analysis of key issues affected NAB's historical and future profitability?

I found it was very hard to analyse, too little information.

我觉得2个很像，所以我具体写future的而已。

jtmichelle

So you did the analysis of profitability for NAB & BW?

Errand

这个其实很纠结，我也很想分析NAB,可是又不敢自己编故事
这材料给的太少了，我只写了BW

jtmichelle

原帖由 Errand 于 2010-4-22 15:43 发表
这个其实很纠结，我也很想分析NAB,可是又不敢自己编故事
这材料给的太少了，我只写了BW

I think so. I analysed historical & future growth for both NAB and BW.
but for profitability, I really don't know what information can use to analyse NAB.

bt123123

原帖由 jtmichelle 于 2010-4-22 15:41 发表
So you did the analysis of profitability for NAB & BW?

profitability - i have nab and bw

Errand

原帖由 jtmichelle 于 2010-4-22 15:51 发表


I think so. I analysed historical & future growth for both NAB and BW.
but for profitability, I really don't know what information can use to analyse NAB.

唉，cpa就没有一门让人省心的课

bt123123

bw 是 nab 的一部分....我有時寫bw 又加點 nab....

jtmichelle

原帖由 bt123123 于 2010-4-22 15:59 发表
bw 是 nab 的一部分....我有時寫bw 又加點 nab....

Did you just use Porter's five forces model or also use extended eight forces model). That means did you analyse buyer's buyer and suppliers' supplier?

Errand

原帖由 jtmichelle 于 2010-4-22 16:03 发表


Did you just use Porter's five forces model or also use extended eight forces model). That means did you analyse buyer's buyer and suppliers' supplier?

我只用了porter's five

bt123123

我用poter's 8... but not detail for suppliers' supplier and buyers' buyer... only the followng point:

suppliers's supplier - water source...
buyers' buyers - end customer....

bt123123

Melbourne 朋友 - 大家會準備part B 先去meeting 嗎?

其實part b 比 a 難得多

rogerze5046

周六咩？我估计东西没准备好的说～～～

bt123123

原帖由 rogerze5046 于 2010-4-22 18:27 发表
周六咩？我估计东西没准备好的说～～～

Melbourne meeting is Sunday (25Apr10) NOT SAT.

花正红

大家好：

分析经济时，STONG Austrualia dollar 是 positive， 还是negative 啊？？

我的理解是，分析进口成本时， positive TO Growth， 对吗？

Thanks

Miaomiao1122

Case中有谈到进口的成本吗？ 在哪里啊？

bt123123

原帖由 花正红 于 2010-4-22 19:21 发表
大家好：

分析经济时，STONG Austrualia dollar 是 positive， 还是negative 啊？？

我的理解是，分析进口成本时， positive TO Growth， 对吗？

Thanks

Yes.  but noted that AUD are predict to decline in the future......

bt123123

原帖由 Miaomiao1122 于 2010-4-22 19:29 发表
Case中有谈到进口的成本吗？ 在哪里啊？

p.6 of 21

106

原帖由 jtmichelle 于 22-4-2010 13:31 发表
Did anyone do the analysis of key issues affected NAB's historical and future profitability?

I found it was very hard to analyse, too little information.

Now, I just focus on the analyse only in BW

I think the case provide very few information on NAB

By the way, in P.2 of the case, it mention that ".. trends impacting this broader industry also impact on bottled water..".

106

原帖由 panggou 于 21-4-2010 19:22 发表

你是指的03年到09年吧，除6

I divided in 7

from 2003 to 2009, it exactly got 7 years
Why divide by 6?

[ 本帖最后由 106 于 2010-4-22 17:48 编辑 ]

bt123123

原帖由 106 于 2010-4-22 19:46 发表

I divided in 7

from 2003 to 2009, it exactly got 7 years
Why divide by 6?

你包括 2003嗎?  我除6

花正红

原帖由 bt123123 于 2010-4-22 19:36 发表

Yes.  but noted that AUD are predict to decline in the future......

Thanks

野草

有人看到 question f&g 了么？分析 key issues affecting historical & future prifitability
因为数据有限，分析historical, 我做不出任何表格类似书上答案的Table A.4，只是用了 Porter's five forces.
到了分析future的时候，我怎么发现five forces看来看去都是一样的啊。

Errand

原帖由 106 于 2010-4-22 19:46 发表

I divided in 7

from 2003 to 2009, it exactly got 7 years
Why divide by 6?

你看看课本上的例子，是用的（7-1=6）的方法来算的。

Errand

原帖由 bt123123 于 2010-4-22 16:32 发表
Melbourne 朋友 - 大家會準備part B 先去meeting 嗎?

其實part b 比 a 難得多

唉，PartA我都快纠结得脑袋疼了。。。
我知道Part B比较难，到时候大家一起讨论吧，众人的智慧。。。

gilgil

ok.... will c u this sunday @ the state library.... i will get my notes prepared as much as possible!  how many people will join us??

Errand

原帖由 野草 于 2010-4-22 20:43 发表
有人看到 question f&g 了么？分析 key issues affecting historical & future prifitability
因为数据有限，分析historical, 我做不出任何表格类似书上答案的Table A.4，只是用了 Porter's five forces.
到了分析 ...

所以说了，我只具体做了future的

Errand

原帖由 bt123123 于 2010-4-22 13:44 发表
Hello Melbourne  同學
星期日 meeting at 3pm, Melbourne state library  門口... 有沒有問題....
請大家bring your note..... to make the disucssion more efficiency...

ST，不应该是周6么

rogerze5046

原帖由 bt123123 于 2010-4-22 19:36 发表

Yes.  but noted that AUD are predict to decline in the future......

卓见，

BW 里面水都是本土化生产 相对于进口的原料，出口才是大头。

总体汇率高会带出口业带来压力，虽然一部分利好是由于澳币高位导致运输成本下降，但是总体出口商品价格提升。
所以对出口的水是负面影响。

rogerze5046

在悉尼的同仁们，周六来理思路的朋友。。。目前约定 UTS集合。。下午2PM.～6pm（我记得差不多6点就关掉了吧？）

有意者可以早到。。。时间另洽。

请提前准备好分析资料与问题。。

要参与的PM。