|
此文章由 anklos 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 anklos 所有!转贴必须注明作者、出处和本声明,并保持内容完整
jli140 发表于 2016-6-6 18:12 
还有人关注wld么 最近跌得一塌糊涂
HC上分析的:
I was able to speak with the analyst at UBS who heads up research into Wellard and was involved in the initial research into its IPO listing. He was surprised by the drop in share price given Wellard's fundamentals, but could explain a number of factors that were probably contributing to it:
1) Tardiness with reporting to ASX on occasion
2) A few shipping issues (fire, delays)
3) Instos and investors realising capital losses within this financial year
4) Market falsely perceiving a loss of business/reputation associated with Japan's livestock suspension (prior to Wellard's ASX release stating that they had little exposure to Japan)
5) The Greens seeking to phase out live export trade. If their Prohibition Bill was passed it would end live exports from Australia.
The analyst believed that point 5 is a threat to Wellard's business but is highly unlikely to occur (Bill won't be passed). However, the analyst acknowledged that (perceived) uncertainty probably exists for investors in Wellard in the present election climate, which may be affect SP.
Speaking only for myself, Wellard still looks good. |
|