KAI PENG LIANG's comment on SWIFT. All Comments

KAI PENG LIANG
2 Like · Reply
如果政府取消Disel的subsidi,SWIFT股价可能会大跌?
Marcus -
为何会大跌呢 ?
是否忽略了 转价给客户吗 ?

有时候听某老师说故事 也要必须自己独立思考.
2 Like · 2 years · translate
Tan
Dont think swift can. transportation always high competition. profit margin will getting lower.
only expect warehouse expansion.
1 Like · 2 years · translate
股界大神
也不会完全转价给客户啊,都这么做你的盈利肯定有影响,还是会下跌。公司还是需要考虑到市场竞争激烈,除非他是垄断行业
Like · 2 years · translate
Marcus -
是否能解释下 为何无法转价给客户呢 ?
1 Like · 2 years · translate
ZhiChao Tan Kelvin
这个津贴如果拿走 又不是只拿swift的 整个运输行业的津贴都拿走的话 自然而然就是起价 相对来说就是成功转嫁了不是吗 到最后还是人民死罢了啊 够力了 kopi o 又要起价了
1 Like · 2 years · translate
Tan
Not really. it will make competition higher. some may cut their margin to keep their existing customers. The transportation is always highly competitive with low margin. only swift has higher margin. Still depends how much u trust the company. and how much subside removed. and the reason u buy this stock
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1 Like · 2 years · translate
Tan
the reason I bought is warehouse expansion and relative constant transportation income. if subsides remove plus high debt in this company. the risk is higher than what i expect la
2 Like · 2 years · translate
Lau Kean Teik
我觉得如果取消柴油补贴的话,别说swift了,其他物流公司会先撑不住,转嫁消费者是跑不掉了,这样一来又是一波的涨价浪潮
2 Like · 2 years · translate