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猪头猪
2023-03-19
这篇文章不错，转发给大家看看
@侃见财经:“狠人”郭广昌，一把狂赚近120亿
猪头猪
2022-08-29
非常看好这张票
抱歉，原内容已删除
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/600282\">$南钢股份(600282)$</a>公告称，复星高科及其下属子公司复兴产投、复兴工发与沙钢集团签署股权转让协议，复星系拟向沙钢集团转让其所持有的南京钢联60%股权。公告显示，这笔交易的基准转让对价高达135.8亿元，沙钢集团已经支付诚意金80亿元。值得关注的是，南钢钢联是南钢股份的控股股东，如果这笔交易顺利落地，南钢股份将彻底告别“复星系”，成为沙钢集团旗下的重要一员。狂赚超700%其实，早在2022年10月，复星系已经萌生退意。当时，南钢股份公告称，复星系企业有意向沙钢集团转让其所持南京钢联的股权，交易对价不超过160亿元，由沙钢集团或其指定的合格关联方受让标的股权。推进了5个月时间，这笔重磅股权交易终于迎来了落地时刻。本次权益变动前，复星系合计控制南京钢联拥有南钢股份59.10%的权益。郭广昌是南钢股份的实际控制人。如本次权益变动完成，复星系将“清仓”离场，公司实际控制人将发生变化。复盘复星系对南钢股份的布局，可谓是用心良苦，陪跑长达20年之久，早在2003年，复星集团便进入了南钢股份。当年3月12日，复星斥资16.5亿元，获得南京钢铁联合有限公司60%的股份，间接控股子公司南钢股份。2010年10月，南钢股份完成重大资产重组，实现钢铁主业整体上市。当时这笔投资的成本价为16.5亿元，现如今以135.8亿元出售，一把狂赚近120亿元，获利幅度更是高达723%。告别复星系后，南钢股份将迎来一位实力派的“新东家”。沙钢集团在全球钢铁业的地位举足轻重，据世界钢铁协会发布的数据显示，沙钢集团2021年的粗钢产量为4423万吨，位居全球第5位，在国内仅次于中国宝钢集团、鞍钢集团。另外，作为中国最大民营钢铁企业，沙钢集团连续14年跻身世界5","listText":"郭广昌的又一重磅时刻！复星系即将“回血”136亿元。3月14日晚间，<a 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10:11","market":"us","language":"en","title":"China Helps A2 Milk Beat Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1180475662","media":"AFR","summary":"A better-than-expected result in China is making The a2 Milk Company a rare bright spot on the marke","content":"<html><head></head><body><p>A better-than-expected result in China is making The a2 Milk Company a rare bright spot on the market thanks to double-digit growth in earnings and sales as well as plans for a $NZ150 million ($133.6 million) buyback.</p><p>Investors liked the news from the dual-listed company, piling into a2 Milk and sending the stock up 8.4 percent to $5.32 each. It was one of only three S&P/ASX 200 Index companies to be in the black as of mid-morning on Monday.</p><p><img src=\"https://static.tigerbbs.com/17ef608301719f635626838d8b7ec368\" tg-width=\"642\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/>Chief executive David Bortolussi said the inventory management actions taken last calendar year to reduce excess milk formula were effective and now at target levels. He said product freshness is now among the best in the industry and market pricing has improved.</p><p>A year ago, a2 Milk took more than $NZ100 million in stock write-downs of aged inventory.</p><p>“Those difficult decisions we made last year around different inventory have worked and set the foundation for the result this year,” he told investors on a call.</p><p>“We’ve made the right calls in relation to that, and the focus on the channels to market and our execution of all those initiatives is really starting to make good early progress.”</p><p>Mr Bortolussi said a2 Milk is on track to meet its medium-term ambition to grow sales to $NZ2 billion or more and improve margins over time.</p><p>He expects high single-digit revenue growth in fiscal 2023 after posting a 19.8 percent jump to $NZ1.446.2 billion in sales over the 2022 year. This was underpinned by Chinese and English label sales rising 12.2 percent and 11.6 percent, respectively.</p><p>Gross margin percentage this financial year was expected to be broadly in line with 2022 – consensus is sitting at 14.3 percent this year – with cost pressures to be offset by price increases, mix benefits and cost mitigation initiatives.</p><p>Australia New Zealand and USA liquid milk sales gained 1.8 percent and 30.2 percent respectively over the 2022 year.</p><p>Earnings before interest, tax, depreciation and amortisation (EBITDA) rose 59 percent to $NZ196.2 million. The EBITDA to sales margin increased to 13.6 percent compared with 10.2 percent a year ago.</p><p>Net profit after tax gained 52 percent to $NZ122.6 million. NPAT was slightly lower at $114.2 million when considering its partial holding milk and nutritional powders maker Mataura Valley Milk, which posted a loss.</p><p>The on-market buyback will kick off towards the end of September and may run for up to a year. The program will not exceed 5 percent of the issued capital.</p><p><b>China is better than expected</b></p><p>Analysts were highly complimentary of the results and turnaround.</p><p>Bank of American analyst David Errington said on a call it appears Mr Bortolussi has better control of the operations now. Citi analyst Sam Teeger said in a note that the full-year results were driven primarily by a better-than-expected China performance.</p><p>A2 Milk’s most critical business development focus was to ensure it delivered its full potential in China, the biggest formula market in the world valued in the region at $26 billion.</p><p>A2 Milk continued to grow its market share in China – despite sales to daigou falling. <i>The Australian Financial Review</i> recently revealed that a2 milk’s biggest daigou customer had not been buying any tins since March.</p><p>Mr Bortolussi said the Shanghai lockdowns actually helped sales, inducing some panic buying from March/April onwards. But he expects some of that consumer demand to unwind this half. A2 Milk is putting up prices to counter the rising costs of doing business like freight.</p><p>The number of births in China fell by 11.5 percent in 2022, and the birthrate is expected to slide further, presenting problems for the entire infant formula sector.</p><p><b>Well-known brand</b></p><p>This decline was partially offset by more households buying formula. But in volume terms, the overall market in China fell by 4.3 percent in fiscal 2022, with several years of declining newborns having an impact on sales of formula tins Stages 2 and 3. This was partially offset with growth in Stage 4 tins – aimed at toddlers.</p><p>Mr Bortolussi told analysts that it was easy to get caught up in the falling China birthrate headline but when looking at the segments in which a2 Milk plays, the premiumisation trend continues higher.</p><p>“It’s easy to get caught up in that birth rate impact, but overall, we only have a 4 or 5 percent share of the market, our brand is one of the most well known from a consumer point of view,” he said.</p><p>Mr Bortolussi said the ultra-premium segment is still growing and so is the a2 protein category, which puts a2 Milk in a good position as the pioneer in this category.</p><p>China label infant formula sales are expected to rise this year with significant growth in sales this half while the second half sales growth is expected to be impacted by the transition to the company’s pending new GB registration.</p><p>Mr Bortoulssi warned that while its registration process to China’s State Administration for Market Regulation for its China label IMF product was processing with its partner NZ’s Synlait, the timing for any approval was uncertain.</p><p>He noted that he does expect to get an extension to its current licence in September.</p><p>Mr Bortolussi said despite the recent setback by the key US regulator to defer its entry into the US market, the outlook for the business this year was positive with continued revenue and earnings growth expected.</p><p>The company is on track to deliver on its medium-term financial and non-financial ambitions to achieve $NZ2 billion in annual sales over the medium term which was flagged at the investor day last October.</p><p>The company also announced today the appointment of David Wang as a non-executive director, while deputy chairman, Julia Hoare, plans to step down after 2023 interim results in February.</p></body></html>","source":"lsy1647389686240","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Helps A2 Milk Beat Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 10:11 GMT+8 <a href=https://www.afr.com/companies/manufacturing/a2-milk-to-launch-136m-buyback-20220829-p5bdgn><strong>AFR</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A better-than-expected result in China is making The a2 Milk Company a rare bright spot on the market thanks to double-digit growth in earnings and sales as well as plans for a $NZ150 million ($133.6 ...</p>\n\n<a href=\"https://www.afr.com/companies/manufacturing/a2-milk-to-launch-136m-buyback-20220829-p5bdgn\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A2M.AU":"A2 MILK CO LTD","ACOPF":"A2 Milk Co Ltd."},"source_url":"https://www.afr.com/companies/manufacturing/a2-milk-to-launch-136m-buyback-20220829-p5bdgn","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180475662","content_text":"A better-than-expected result in China is making The a2 Milk Company a rare bright spot on the market thanks to double-digit growth in earnings and sales as well as plans for a $NZ150 million ($133.6 million) buyback.Investors liked the news from the dual-listed company, piling into a2 Milk and sending the stock up 8.4 percent to $5.32 each. It was one of only three S&P/ASX 200 Index companies to be in the black as of mid-morning on Monday.Chief executive David Bortolussi said the inventory management actions taken last calendar year to reduce excess milk formula were effective and now at target levels. He said product freshness is now among the best in the industry and market pricing has improved.A year ago, a2 Milk took more than $NZ100 million in stock write-downs of aged inventory.“Those difficult decisions we made last year around different inventory have worked and set the foundation for the result this year,” he told investors on a call.“We’ve made the right calls in relation to that, and the focus on the channels to market and our execution of all those initiatives is really starting to make good early progress.”Mr Bortolussi said a2 Milk is on track to meet its medium-term ambition to grow sales to $NZ2 billion or more and improve margins over time.He expects high single-digit revenue growth in fiscal 2023 after posting a 19.8 percent jump to $NZ1.446.2 billion in sales over the 2022 year. This was underpinned by Chinese and English label sales rising 12.2 percent and 11.6 percent, respectively.Gross margin percentage this financial year was expected to be broadly in line with 2022 – consensus is sitting at 14.3 percent this year – with cost pressures to be offset by price increases, mix benefits and cost mitigation initiatives.Australia New Zealand and USA liquid milk sales gained 1.8 percent and 30.2 percent respectively over the 2022 year.Earnings before interest, tax, depreciation and amortisation (EBITDA) rose 59 percent to $NZ196.2 million. The EBITDA to sales margin increased to 13.6 percent compared with 10.2 percent a year ago.Net profit after tax gained 52 percent to $NZ122.6 million. NPAT was slightly lower at $114.2 million when considering its partial holding milk and nutritional powders maker Mataura Valley Milk, which posted a loss.The on-market buyback will kick off towards the end of September and may run for up to a year. The program will not exceed 5 percent of the issued capital.China is better than expectedAnalysts were highly complimentary of the results and turnaround.Bank of American analyst David Errington said on a call it appears Mr Bortolussi has better control of the operations now. Citi analyst Sam Teeger said in a note that the full-year results were driven primarily by a better-than-expected China performance.A2 Milk’s most critical business development focus was to ensure it delivered its full potential in China, the biggest formula market in the world valued in the region at $26 billion.A2 Milk continued to grow its market share in China – despite sales to daigou falling. The Australian Financial Review recently revealed that a2 milk’s biggest daigou customer had not been buying any tins since March.Mr Bortolussi said the Shanghai lockdowns actually helped sales, inducing some panic buying from March/April onwards. But he expects some of that consumer demand to unwind this half. A2 Milk is putting up prices to counter the rising costs of doing business like freight.The number of births in China fell by 11.5 percent in 2022, and the birthrate is expected to slide further, presenting problems for the entire infant formula sector.Well-known brandThis decline was partially offset by more households buying formula. But in volume terms, the overall market in China fell by 4.3 percent in fiscal 2022, with several years of declining newborns having an impact on sales of formula tins Stages 2 and 3. This was partially offset with growth in Stage 4 tins – aimed at toddlers.Mr Bortolussi told analysts that it was easy to get caught up in the falling China birthrate headline but when looking at the segments in which a2 Milk plays, the premiumisation trend continues higher.“It’s easy to get caught up in that birth rate impact, but overall, we only have a 4 or 5 percent share of the market, our brand is one of the most well known from a consumer point of view,” he said.Mr Bortolussi said the ultra-premium segment is still growing and so is the a2 protein category, which puts a2 Milk in a good position as the pioneer in this category.China label infant formula sales are expected to rise this year with significant growth in sales this half while the second half sales growth is expected to be impacted by the transition to the company’s pending new GB registration.Mr Bortoulssi warned that while its registration process to China’s State Administration for Market Regulation for its China label IMF product was processing with its partner NZ’s Synlait, the timing for any approval was uncertain.He noted that he does expect to get an extension to its current licence in September.Mr Bortolussi said despite the recent setback by the key US regulator to defer its entry into the US market, the outlook for the business this year was positive with continued revenue and earnings growth expected.The company is on track to deliver on its medium-term financial and non-financial ambitions to achieve $NZ2 billion in annual sales over the medium term which was flagged at the investor day last October.The company also announced today the appointment of David Wang as a non-executive director, while deputy chairman, Julia Hoare, plans to step down after 2023 interim results in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650661914,"gmtCreate":1679159436138,"gmtModify":1679186323692,"author":{"id":"3585526160686191","authorId":"3585526160686191","name":"猪头猪","avatar":"https://static.tigerbbs.com/6151a4f1b5fb228b8127f7fe1d4ce0f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585526160686191","idStr":"3585526160686191"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650661914","repostId":"650346567","repostType":1,"repost":{"id":650346567,"gmtCreate":1678939931060,"gmtModify":1678942115631,"author":{"id":"3570515415388899","authorId":"3570515415388899","name":"侃见财经","avatar":"https://static.tigerbbs.com/58a85251003e9d3ca730ab71b7738ce8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570515415388899","idStr":"3570515415388899"},"themes":[],"title":"“狠人”郭广昌，一把狂赚近120亿","htmlText":"郭广昌的又一重磅时刻！复星系即将“回血”136亿元。3月14日晚间，<a href=\"https://laohu8.com/S/600282\">$南钢股份(600282)$</a>公告称，复星高科及其下属子公司复兴产投、复兴工发与沙钢集团签署股权转让协议，复星系拟向沙钢集团转让其所持有的南京钢联60%股权。公告显示，这笔交易的基准转让对价高达135.8亿元，沙钢集团已经支付诚意金80亿元。值得关注的是，南钢钢联是南钢股份的控股股东，如果这笔交易顺利落地，南钢股份将彻底告别“复星系”，成为沙钢集团旗下的重要一员。狂赚超700%其实，早在2022年10月，复星系已经萌生退意。当时，南钢股份公告称，复星系企业有意向沙钢集团转让其所持南京钢联的股权，交易对价不超过160亿元，由沙钢集团或其指定的合格关联方受让标的股权。推进了5个月时间，这笔重磅股权交易终于迎来了落地时刻。本次权益变动前，复星系合计控制南京钢联拥有南钢股份59.10%的权益。郭广昌是南钢股份的实际控制人。如本次权益变动完成，复星系将“清仓”离场，公司实际控制人将发生变化。复盘复星系对南钢股份的布局，可谓是用心良苦，陪跑长达20年之久，早在2003年，复星集团便进入了南钢股份。当年3月12日，复星斥资16.5亿元，获得南京钢铁联合有限公司60%的股份，间接控股子公司南钢股份。2010年10月，南钢股份完成重大资产重组，实现钢铁主业整体上市。当时这笔投资的成本价为16.5亿元，现如今以135.8亿元出售，一把狂赚近120亿元，获利幅度更是高达723%。告别复星系后，南钢股份将迎来一位实力派的“新东家”。沙钢集团在全球钢铁业的地位举足轻重，据世界钢铁协会发布的数据显示，沙钢集团2021年的粗钢产量为4423万吨，位居全球第5位，在国内仅次于中国宝钢集团、鞍钢集团。另外，作为中国最大民营钢铁企业，沙钢集团连续14年跻身世界5","listText":"郭广昌的又一重磅时刻！复星系即将“回血”136亿元。3月14日晚间，<a href=\"https://laohu8.com/S/600282\">$南钢股份(600282)$</a>公告称，复星高科及其下属子公司复兴产投、复兴工发与沙钢集团签署股权转让协议，复星系拟向沙钢集团转让其所持有的南京钢联60%股权。公告显示，这笔交易的基准转让对价高达135.8亿元，沙钢集团已经支付诚意金80亿元。值得关注的是，南钢钢联是南钢股份的控股股东，如果这笔交易顺利落地，南钢股份将彻底告别“复星系”，成为沙钢集团旗下的重要一员。狂赚超700%其实，早在2022年10月，复星系已经萌生退意。当时，南钢股份公告称，复星系企业有意向沙钢集团转让其所持南京钢联的股权，交易对价不超过160亿元，由沙钢集团或其指定的合格关联方受让标的股权。推进了5个月时间，这笔重磅股权交易终于迎来了落地时刻。本次权益变动前，复星系合计控制南京钢联拥有南钢股份59.10%的权益。郭广昌是南钢股份的实际控制人。如本次权益变动完成，复星系将“清仓”离场，公司实际控制人将发生变化。复盘复星系对南钢股份的布局，可谓是用心良苦，陪跑长达20年之久，早在2003年，复星集团便进入了南钢股份。当年3月12日，复星斥资16.5亿元，获得南京钢铁联合有限公司60%的股份，间接控股子公司南钢股份。2010年10月，南钢股份完成重大资产重组，实现钢铁主业整体上市。当时这笔投资的成本价为16.5亿元，现如今以135.8亿元出售，一把狂赚近120亿元，获利幅度更是高达723%。告别复星系后，南钢股份将迎来一位实力派的“新东家”。沙钢集团在全球钢铁业的地位举足轻重，据世界钢铁协会发布的数据显示，沙钢集团2021年的粗钢产量为4423万吨，位居全球第5位，在国内仅次于中国宝钢集团、鞍钢集团。另外，作为中国最大民营钢铁企业，沙钢集团连续14年跻身世界5","text":"郭广昌的又一重磅时刻！复星系即将“回血”136亿元。3月14日晚间，$南钢股份(600282)$公告称，复星高科及其下属子公司复兴产投、复兴工发与沙钢集团签署股权转让协议，复星系拟向沙钢集团转让其所持有的南京钢联60%股权。公告显示，这笔交易的基准转让对价高达135.8亿元，沙钢集团已经支付诚意金80亿元。值得关注的是，南钢钢联是南钢股份的控股股东，如果这笔交易顺利落地，南钢股份将彻底告别“复星系”，成为沙钢集团旗下的重要一员。狂赚超700%其实，早在2022年10月，复星系已经萌生退意。当时，南钢股份公告称，复星系企业有意向沙钢集团转让其所持南京钢联的股权，交易对价不超过160亿元，由沙钢集团或其指定的合格关联方受让标的股权。推进了5个月时间，这笔重磅股权交易终于迎来了落地时刻。本次权益变动前，复星系合计控制南京钢联拥有南钢股份59.10%的权益。郭广昌是南钢股份的实际控制人。如本次权益变动完成，复星系将“清仓”离场，公司实际控制人将发生变化。复盘复星系对南钢股份的布局，可谓是用心良苦，陪跑长达20年之久，早在2003年，复星集团便进入了南钢股份。当年3月12日，复星斥资16.5亿元，获得南京钢铁联合有限公司60%的股份，间接控股子公司南钢股份。2010年10月，南钢股份完成重大资产重组，实现钢铁主业整体上市。当时这笔投资的成本价为16.5亿元，现如今以135.8亿元出售，一把狂赚近120亿元，获利幅度更是高达723%。告别复星系后，南钢股份将迎来一位实力派的“新东家”。沙钢集团在全球钢铁业的地位举足轻重，据世界钢铁协会发布的数据显示，沙钢集团2021年的粗钢产量为4423万吨，位居全球第5位，在国内仅次于中国宝钢集团、鞍钢集团。另外，作为中国最大民营钢铁企业，沙钢集团连续14年跻身世界5","images":[{"img":"https://static.tigerbbs.com/19ad5632ed2ccd4b34a6234364e00a38","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/5debcfa1324db7d4f6d774ba66799d75","width":"640","height":"320"},{"img":"https://static.tigerbbs.com/a94a2ce9385f8211cae51c0e189b5cfe","width":"640","height":"442"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650346567","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
