Shares of Caterpillar jump 5% on second-quarter earnings beat
http://www.cnbc.com/2017/07/25/caterpillar-earnings-q2-2017.html
Second-quarter revenues were up nearly $1 billion from a year ago, with
earnings per share 40 cents higher as well. While explaining the most
recent quarter, Umpleby drew attention to Caterpillar's performance in
both the Chinese construction and North American gas markets. Overall,
Caterpillar is benefiting from "improving demand for construction" in
multiple areas around the world, Umpleby said.
作為CATERPILLAR的中國代理,半年業績應該會反映到少少
另外玉米價格下行, 金霉素的主要原材料為玉米, 應該會有margin expansion
再加上搬廠賠款的分攤 (每年profit 4000萬人民幣), 希望董事會應小股東要求, 派息給股東們
一家咁cash rich的公司, 而且於市場有上dominant market share (>60% global supply), 小子唔係太明白管理層抱殘守缺死不派息的理由
若果3839 仲係唔升, 等我搞掂左手頭上的資金需求後我會全力增持3839
另外睇下小子得閒的話可能會10/8 去股東會同班管理層傾下
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