{"id":49365,"date":"2024-08-02T07:00:00","date_gmt":"2024-08-01T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=49365"},"modified":"2024-08-02T10:31:58","modified_gmt":"2024-08-02T02:31:58","slug":"kgi-daily-trading-ideas-02-aug-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-2024-zh\/","title":{"rendered":"2024\u5e7408\u670802\u65e5: \u65b0\u7fd4\u96c6\u56e2 (SATS SP), PRADA S.P.A. (1913 HK), \u6258\u5c14\u5144\u5f1f (TOL US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png\" alt=\"\" class=\"wp-image-47866\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-49365-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"426\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-5.png\" alt=\"\" class=\"wp-image-49464\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-5.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-5-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-5-768x348.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1071\" height=\"274\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screen-shot-of-a-chart-description-automaticall-2.png\" alt=\"A screen shot of a chart\n\nDescription automatically generated\" class=\"wp-image-49416\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screen-shot-of-a-chart-description-automaticall-2.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screen-shot-of-a-chart-description-automaticall-2-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screen-shot-of-a-chart-description-automaticall-2-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screen-shot-of-a-chart-description-automaticall-2-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"915\" height=\"282\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-computer-screen-description-aut-2.png\" alt=\"A screenshot of a computer screen\n\nDescription automatically generated\" class=\"wp-image-49417\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-computer-screen-description-aut-2.png 915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-computer-screen-description-aut-2-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-computer-screen-description-aut-2-768x237.png 768w\" sizes=\"(max-width: 915px) 100vw, 915px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-29.png\" alt=\"\" class=\"wp-image-49418\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-29.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-29-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-49365-_qqv3rtx8nazp\"><\/a><a id=\"post-49365-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2149\" height=\"1049\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-phone-description-automatically-2.png\" alt=\"A screenshot of a phone\n\nDescription automatically generated\" class=\"wp-image-49419\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-phone-description-automatically-2.png 2149w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-phone-description-automatically-2-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-phone-description-automatically-2-1024x500.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-phone-description-automatically-2-768x375.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-phone-description-automatically-2-1536x750.png 1536w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-phone-description-automatically-2-2048x1000.png 2048w\" sizes=\"(max-width: 2149px) 100vw, 2149px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-30.png\" alt=\"\" class=\"wp-image-49420\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-30.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-30-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a id=\"post-49365-_7c2gwybbbr90\"><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-49365-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-49421\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-31.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-31.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-31-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u65b0\u7fd4\u96c6\u56e2 (SATS SP)\uff1a\u822a\u7a7a\u65c5\u884c\u590d\u82cf\u671f\u95f4\u7684\u670d\u52a1\u6539\u5584<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.14\uff0c\u76ee\u6807\u4ef7\uff1a3.40\uff0c\u6b62\u635f\u4ef7\uff1a3.01<\/strong><\/li><li>\u65b0\u7fd4\u96c6\u56e2\u63d0\u4f9b\u53e3\u5cb8\u670d\u52a1\u548c\u98df\u54c1\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u4e13\u4e1a\u4ece\u4e8b\u7a7a\u8fd0\u3001\u531d\u9053\u548c\u884c\u674e\u5904\u7406\u3001\u5ba2\u8fd0\u670d\u52a1\u3001\u822a\u7a7a\u4fdd\u5b89\u670d\u52a1\u3001\u98de\u673a\u6e05\u6d01\u4ee5\u53ca\u90ae\u8f6e\u4e2d\u5fc3\u7684\u7ba1\u7406\u3002\u5b83\u8fd8\u63d0\u4f9b\u822a\u7a7a\u9910\u996e\u3001\u673a\u6784\u9910\u996e\u3001\u822a\u7a7a\u6d17\u8863\u3001\u4ee5\u53ca\u98df\u54c1\u914d\u9001\u548c\u7269\u6d41\u3002\u65b0\u7fd4\u96c6\u56e2\u5728\u4e9a\u6d32\u548c\u4e2d\u4e1c\u90fd\u6709\u5206\u652f\u673a\u6784\u3002<\/li><li><strong>\u5408\u4f5c\u6269\u5927\u98df\u54c1\u89e3\u51b3\u65b9\u6848\u4e1a\u52a1\u3002<\/strong>\u65b0\u7fd4\u6b63\u5728\u4e0e\u4e09\u4e95\u516c\u53f8\u5408\u4f5c\uff0c\u4ee5\u6269\u5927\u5176\u98df\u54c1\u548c\u96f6\u552e\u89e3\u51b3\u65b9\u6848\u4e1a\u52a1\u3002\u4ed6\u4eec\u521b\u5efa\u4e86\u4e00\u5bb6\u5b50\u516c\u53f8\uff0cFood Solutions Sapphire Holdings\uff0c\u7528\u4e8e\u8054\u5408\u6295\u8d44\u3002\u4e09\u4e95\u7269\u4ea7\u5c06\u6295\u8d443,640\u4e07\u65b0\u5143\u6536\u8d2d\u8be5\u5b50\u516c\u53f815%\u7684\u80a1\u4efd\uff0c\u8be5\u5b50\u516c\u53f8\u5305\u62ec\u65b0\u7fd4\u7684\u56db\u4e2a\u98df\u54c1\u89e3\u51b3\u65b9\u6848\u5b9e\u4f53\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u5229\u7528\u4e09\u4e95\u7269\u4ea7\u7684\u5168\u7403\u7f51\u7edc\u548c\u65b0\u7fd4\u7684\u4e13\u4e1a\u77e5\u8bc6\uff0c\u63d0\u5347\u98df\u54c1\u4ef7\u503c\u94fe\u3002\u4ed6\u4eec\u8ba1\u5212\u5728\u4e9a\u6d32\u4e3b\u8981\u5e02\u573a\u53d1\u5c55\u98df\u54c1\u89e3\u51b3\u65b9\u6848\u4e1a\u52a1\uff0c\u4e13\u6ce8\u4e8e\u4ea7\u54c1\u5f00\u53d1\u3001\u53a8\u623f\u751f\u4ea7\u548c\u7269\u6d41\u3002\u8fd9\u4e00\u5408\u4f5c\u5173\u7cfb\u5df2\u7ecf\u663e\u73b0\u51fa\u6210\u6548\uff0c\u7279\u522b\u662f\u5728\u65e5\u672c\uff0c\u8ba1\u5212\u57282025\u5e74\u521d\u5411\u65e0\u5370\u826f\u54c1\u65e5\u672c\u4f9b\u5e94\u51b7\u51bb\u98df\u54c1\u3002\u6b64\u6b21\u5408\u4f5c\u6709\u671b\u63a8\u52a8\u65b0\u7fd4\u7684\u957f\u671f\u53d1\u5c55\u3002<\/li><li><strong>\u81ea\u52a8\u9a7e\u9a76\u5df4\u58eb\u6b63\u5728\u8bd5\u9a8c\u4e2d<\/strong>\u3002\u6a1f\u5b9c\u673a\u573a\u5c06\u4ece2024\u5e74\u7b2c3\u5b63\u5ea6\uff087 ~ 9\u6708\uff09\u5f00\u59cb\u5728\u673a\u573a\u7981\u533a\u5185\u8bd5\u884c\u81ea\u52a8\u9a7e\u9a76\u5df4\u58eb\u3002\u8be5\u534f\u8bae\u4e8e7\u670817\u65e5\u7b7e\u7f72\uff0c\u6d89\u53ca\u6a1f\u5b9c\u673a\u573a\u96c6\u56e2(CAG)\u3001\u65b0\u52a0\u5761\u822a\u7a7a\u5de5\u7a0b\u516c\u53f8(SIAEC)\u548cSats\u673a\u573a\u670d\u52a1\u516c\u53f8\uff0c\u65e8\u5728\u901a\u8fc7\u81ea\u52a8\u5316\u63d0\u9ad8\u4eba\u529b\u751f\u4ea7\u529b\u3002\u4e3a\u671f\u4e24\u5e74\u7684\u6982\u5ff5\u9a8c\u8bc1\u5c06\u5206\u4e3a\u4e24\u4e2a\u9636\u6bb5:\u4e3a\u671f9\u4e2a\u6708\u7684\u53d7\u63a7\u73af\u5883\u6d4b\u8bd5\uff0c\u7136\u540e\u662f\u5b9e\u9645\u64cd\u4f5c\u6d4b\u8bd5\u3002\u4e24\u4e2a\u9636\u6bb5\u90fd\u5c06\u6709\u4e00\u540d\u5b89\u5168\u9a7e\u9a76\u5458\u5728\u573a\u3002\u8fd9\u9879\u8bd5\u9a8c\u662f\u66f4\u5e7f\u6cdb\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u5305\u62ec\u4e4b\u524d\u7684\u81ea\u52a8\u884c\u674e\u8f66\u8bd5\u9a8c\uff0c\u4ee5\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\uff0c\u51cf\u5c11\u6a1f\u5b9c\u673a\u573a\u7684\u62e5\u5835\u3002\u8be5\u9879\u76ee\u7531\u65b0\u52a0\u5761\u6c11\u822a\u5c40\u5171\u540c\u8d44\u52a9\u3002\u6210\u529f\u7684\u5b9e\u65bd\u53ef\u80fd\u4f1a\u4f7fSATS\u53d7\u76ca\uff0c\u56e0\u4e3a\u5b83\u53ef\u4ee5\u51cf\u5c11\u7a7a\u4fa7\u64cd\u4f5c\u7684\u4eba\u529b\u3002<\/li><li><strong>\u822a\u7a7a\u5ba2\u8fd0\u91cf\u6ca1\u6709\u653e\u7f13\u3002<\/strong>\u6839\u636e\u56fd\u9645\u822a\u7a7a\u8fd0\u8f93\u534f\u4f1a\u7684\u6570\u636e\uff0c2024\u5e74\uff0c\u822a\u7a7a\u4e1a\u5df2\u7ecf\u4eceCOVID-19\u5371\u673a\u4e2d\u6062\u590d\u8fc7\u6765\uff0c2\u6708\u4efd\u7684\u603b\u4ea4\u901a\u91cf\u8d85\u8fc7\u4e862019\u5e74\u7684\u6c34\u5e73\u30022023\u5e74\u6625\u5b63\uff0c\u56fd\u5185\u65c5\u884c\u6062\u590d\u5230\u65b0\u51a0\u75ab\u60c5\u524d\u7684\u6c34\u5e73\uff0c\u800c\u56fd\u9645\u822a\u7ebf\u6700\u8fd1\u4e5f\u6709\u6240\u6062\u590d\u3002\u5927\u591a\u6570\u5730\u533a\u9884\u8ba1\u52302024\u5e74\u5c06\u8d85\u8fc72019\u5e74\u7684\u6c34\u5e73\uff0c\u5176\u4e2d\u4e9a\u592a\u5730\u533a\u4ee517.2%\u7684\u5e74\u589e\u957f\u7387\u9886\u5148\u3002\u672a\u676520\u5e74\uff0c\u5168\u7403\u65c5\u5ba2\u51fa\u884c\u9884\u8ba1\u5c06\u4ee5\u5e74\u57473.8%\u7684\u901f\u5ea6\u589e\u957f\uff0c\u4e0e2023\u5e74\u76f8\u6bd4\uff0c\u52302043\u5e74\u5c06\u589e\u52a040\u591a\u4ebf\u6b21\u51fa\u884c\u3002\u5168\u7403\u65c5\u6e38\u7684\u5e74\u5ea6\u589e\u957f\u5c06\u5728\u672a\u6765\u51e0\u5e74\u4fc3\u8fdb\u516c\u53f8\u6536\u5165\u7684\u589e\u957f\u3002<\/li><li><strong>\u4e1a\u52a1\u91cd\u7ec4\u3002<\/strong>\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u5c06\u5176\u673a\u573a\u5730\u52e4\u670d\u52a1\u5206\u4e3a\u65b0\u52a0\u5761\u548c\u4e9a\u592a\u5730\u533a\u7684\u72ec\u7acb\u90e8\u95e8\uff0c\u4ee5\u523a\u6fc0\u516c\u53f8\u589e\u957f\u3002\u53e3\u5cb8\u4e1a\u52a1\u7684\u91cd\u7ec4\u5bfc\u81f4\u4e86\u4e24\u4e2a\u65b0\u90e8\u95e8\u7684\u6210\u7acb\uff1a\u65b0\u52a0\u5761\u67a2\u7ebd\u548c\u4e9a\u592a\u5730\u533a\u53e3\u5cb8\u670d\u52a1\u3002\u65b0\u52a0\u5761\u67a2\u7ebd\u5c06\u4e13\u6ce8\u4e8e\u63d0\u9ad8\u65b0\u52a0\u5761\u822a\u7a7a\u67a2\u7ebd\u7684\u7ade\u4e89\u529b\uff0c\u800c\u4e9a\u592a\u533a\u53e3\u5cb8\u670d\u52a1\u5c06\u901a\u8fc7\u7ba1\u7406\u6d77\u5916\u673a\u573a\u7684\u8fd0\u8425\u6765\u6269\u5927\u96c6\u56e2\u7684\u5e02\u573a\u4efd\u989d\u3002<\/li><li><strong>24\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>24\u8d22\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f192.9%\uff0c\u81f351.5\u4ebf\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a17.6\u4ebf\u65b0\u5143\u3002\u6838\u5fc3PATMI\u572824\u8d22\u5e74\u589e\u957f331.3%\u81f37,850\u4e07\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a1,820\u4e07\u65b0\u5143\u300224\u8d22\u5e74\u7684\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a3.8\u65b0\u5206\uff0c\u800c23\u8d22\u5e74\u4e3a-2.2\u65b0\u5206\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-32.png\" alt=\"\" class=\"wp-image-49422\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-32.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-32-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1232\" height=\"556\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-2.jpeg\" alt=\"\" class=\"wp-image-49423\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-2.jpeg 1232w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-2-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-2-1024x462.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-2-768x347.jpeg 768w\" sizes=\"(max-width: 1232px) 100vw, 1232px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-49424\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-white-background-description-aut-1.png\" alt=\"A long line of a white background\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-white-background-description-aut-1.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-white-background-description-aut-1-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u65b0\u79d1\u5de5\u7a0b (STE SP)\uff1a\u6df1\u5316\u5408\u4f5c\u4e0e\u4f19\u4f34\u5173\u7cfb<\/strong><\/h2>\n\n\n\n<ul 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(NQSN+)\u3002\u8be5\u8ba1\u5212\u65e8\u5728\u9488\u5bf9\u91cf\u5b50\u5a01\u80c1\u63d0\u4f9b\u5168\u9762\u7684\u7f51\u7edc\u4fdd\u62a4\u3002\u53d7\u65b0\u52a0\u5761\u4fe1\u606f\u901a\u4fe1\u5a92\u4f53\u53d1\u5c55\u5c40(Infocomm Media Development Authority)\u4efb\u547d\uff0cSPTel\u548cSpeQtral\u6b63\u5728\u5f00\u53d1\u4e1c\u5357\u4e9a\u9996\u4e2a\u91cf\u5b50\u5b89\u5168\u57fa\u7840\u8bbe\u65bd\uff0c\u4ee5\u652f\u6301\u65b0\u52a0\u5761\u7684\u6570\u5b57\u8fde\u63a5\u84dd\u56fe\u3002\u8be5\u670d\u52a1\u65e8\u5728\u4e0e\u73b0\u6709\u7684IT\u57fa\u7840\u8bbe\u65bd\u517c\u5bb9\uff0c\u4f7f\u7528\u8bfa\u57fa\u4e9a\u7684DWDM\u3001ST Engineering\u7684\u52a0\u5bc6\u5668\u548cFortinet\u7684\u4e0b\u4e00\u4ee3\u9632\u706b\u5899\uff0c\u786e\u4fdd\u7269\u7406\u3001\u6570\u636e\u94fe\u8def\u548c\u7f51\u7edc\u5c42\u7684\u6570\u636e\u5b89\u5168\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u5e94\u5bf9\u65b0\u5174\u7684\u201c\u5148\u6536\u83b7\uff0c\u540e\u89e3\u5bc6\u201d\u5a01\u80c1\uff0c\u65e8\u5728\u52a0\u5f3a\u533b\u7597\u548c\u91d1\u878d\u7b49\u5173\u952e\u884c\u4e1a\u7684\u7f51\u7edc\u9632\u5fa1\u3002\u968f\u7740\u7f51\u7edc\u5a01\u80c1\u5728\u5168\u7403\u8303\u56f4\u5185\u6301\u7eed\u4e0a\u5347\uff0c\u5bf9\u6b64\u7c7b\u670d\u52a1\u7684\u9700\u6c42\u5c06\u4f1a\u589e\u52a0\uff0c\u8fd9\u5c06\u6709\u5229\u4e8e\u91c7\u7528\u610f\u6cd5\u534a\u5bfc\u4f53\u5de5\u7a0b\u516c\u53f8\u7684\u52a0\u5bc6\u5668\u3002<\/li><li><strong>\u5f3a\u52b2\u8ba2\u5355\u3002<\/strong>\u65b0\u79d1\u5de5\u7a0b\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\uff0c\u6839\u636e\u51762024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u66f4\u65b0\uff0c\u5176\u8ba2\u5355\u4ef7\u503c\u4e3a277\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u4ea4\u4ed8\u4ef7\u503c65\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\u3002\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u83b7\u5f97\u4e86\u603b\u8ba130\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u9886\u57df\u76848.39\u4ebf\u7f8e\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u5e02\u573a\u768416.45\u4ebf\u7f8e\u5143\uff0c\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u884c\u4e1a\u76845.42\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e9b\u65b0\u5408\u540c\u7684\u6210\u529f\uff0c\u4ee5\u53ca\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\uff0c\u7a81\u663e\u4e86\u5bf9\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u7684\u6301\u7eed\u9ad8\u9700\u6c42\u3002<\/li><li><strong>\u6df1\u5316\u5bf9Safra\u98de\u673a\u53d1\u52a8\u673aLEAP\u53d1\u52a8\u673a\u7684\u652f\u6301\u3002<\/strong>\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u4e1a\u52a1\u90e8\u95e8\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7b7e\u8ba2\u4e86\u4e00\u4efd\u4e3a\u671f\u4e24\u5e74\u7684\u534f\u8bae\uff0c\u4e3aCFM LEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u63d0\u4f9b\u6a21\u5757\u7ef4\u4fee\u5378\u8f7d\u652f\u6301\uff0c\u5e76\u53ef\u9009\u62e9\u5ef6\u671f\u3002\u6839\u636e\u534f\u8bae\uff0c\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u5c06\u628aLEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u7684\u9ad8\u538b\u6da1\u8f6e(HPT)\u8f6c\u5b50\u7ec4\u4ef6\u548c\u7b2c\u4e8c\u7ea7HPT\u55b7\u5634\u7ec4\u4ef6\u7684\u6a21\u5757\u7ef4\u4fee\u5de5\u4f5c\u79fb\u4ea4\u7ed9ST\u5de5\u7a0b\u516c\u53f8\u3002\u968f\u7740\u8fd0\u8425\u5546\u98de\u884c\u4e1a\u52a1\u7684\u589e\u52a0\uff0c\u6b64\u6b21\u5408\u4f5c\u6ee1\u8db3\u4e86\u5bf9LEAP\u53d1\u52a8\u673a\u65e5\u76ca\u589e\u957f\u7684MRO\u9700\u6c42\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u5378\u8f7d\u652f\u6301\u589e\u5f3a\u4e86\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u7684MRO\u80fd\u529b\uff0c\u5e76\u4e3a\u5ba2\u6237\u4f18\u5316\u4e86\u53d1\u52a8\u673a\u8f66\u95f4\u7684\u5468\u8f6c\u65f6\u95f4\u3002\u8be5\u534f\u8bae\u52a0\u5f3a\u4e86\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7684\u5408\u4f5c\u5173\u7cfb\u548c\u5bf9LEAP\u53d1\u52a8\u673a\u8fd0\u8425\u5546\u7684\u652f\u6301\uff0c\u5e76\u4f7f\u516c\u53f8\u80fd\u591f\u5f88\u597d\u5730\u6ee1\u8db3LEAP\u53d1\u52a8\u673a\u5feb\u901f\u56de\u8f6c\u548c\u6027\u80fd\u4fee\u590d\u8f66\u95f4\u8bbf\u95ee\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002<\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u5f97\u76ca\u4e8e\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u90e8\u95e8\u4e24\u4f4d\u6570\u7684\u540c\u6bd4\u589e\u957f\uff0c\u5176\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f18%\uff0c\u81f327.03\u4ebf\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a22.89\u4ebf\u65b0\u5143\u3002\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u6536\u5165\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f32%\u81f312\u4ebf\u65b0\u5143\u300114%\u81f311\u4ebf\u65b0\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-4.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-49425\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-4.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-4-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"634\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-white-surface-description-automatica-1.jpeg\" alt=\"A graph on a white surface\n\nDescription automatically generated\" class=\"wp-image-49426\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-white-surface-description-automatica-1.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-white-surface-description-automatica-1-300x122.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-white-surface-description-automatica-1-1024x418.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-white-surface-description-automatica-1-768x313.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-white-surface-description-automatica-1-1536x627.jpeg 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-49427\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-33.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-33.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-33-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-49365-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-49428\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-34.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-34.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-34-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-49365-_34eo5yf8y7pj\"><\/a><strong>PRADA S.P.A. (1913 HK)\uff1a\u65e0\u89c6\u5962\u4f88\u54c1\u5e02\u573a\u653e\u7f13<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a58.0\uff0c\u76ee\u6807\u4ef7\uff1a64.0\uff0c\u6b62\u635f\u4ef7\uff1a55.0<\/strong><\/li><li>PRADA S.p.A. \u4e3b\u8981\u4ece\u4e8b\u8bbe\u8ba1\u3001\u751f\u4ea7\u53ca\u5206\u9500\u76ae\u5177\u7528\u54c1\u3001\u624b\u888b\u3001\u978b\u5c65\u3001\u670d\u9970\u3001\u914d\u9970\u3001\u773c\u955c\u53ca\u9999\u6c34\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u62e5\u670913\u4e2a\u5185\u90e8\u751f\u4ea7\u57fa\u5730\uff0c\u5176\u4e2d\u6709\u5341\u4e00\u4e2a\u4f4d\u4e8e\u610f\u5927\u5229\uff0c\u4e00\u4e2a\u4f4d\u4e8e\u7f8e\u56fd\uff0c\u4e00\u4e2a\u4f4d\u4e8e\u6cd5\u56fd\u3002<\/li><li><strong>\u5f3a\u52b2\u7684Miu Miu\u9500\u552e\u548c\u75b2\u8f6f\u7684\u65e5\u5143\u3002<\/strong>\u666e\u62c9\u8fbe\u9488\u5bf9\u5e74\u8f7b\u6d88\u8d39\u8005\u7684\u54c1\u724cMiu Miu\u7684\u9500\u552e\u989d\u540c\u6bd4\u98d9\u534793%\uff0c\u626d\u8f6c\u4e86\u5962\u4f88\u54c1\u5e02\u573a\u653e\u7f13\u7684\u8d8b\u52bf\u3002\u666e\u62c9\u8fbe\u5728\u65e5\u672c\u7684\u96f6\u552e\u989d\u4e5f\u589e\u957f\u4e8655%\uff0c\u800c\u540c\u671f\u5728\u5305\u62ec\u4e2d\u56fd\u4f46\u4e0d\u5305\u62ec\u65e5\u672c\u7684\u6574\u4e2a\u4e9a\u592a\u5730\u533a\u7684\u96f6\u552e\u989d\u589e\u957f\u4e8612%\u3002\u65e5\u672c\u662f\u4e16\u754c\u4e0a\u6700\u5f3a\u5927\u7684\u5962\u4f88\u54c1\u5e02\u573a\u4e4b\u4e00\uff0c\u53d7\u5230\u65e5\u5143\u8d2c\u503c\u7684\u5438\u5f15\uff0c\u5927\u91cf\u6e38\u5ba2\u6d8c\u5165\u65e5\u672c\uff0c\u5bfb\u6c42\u8d2d\u4e70\u5ec9\u4ef7\u5962\u4f88\u54c1\u3002Miu Miu\u548c\u666e\u62c9\u8fbe\u5728\u65e5\u672c\u7684\u5f3a\u52b2\u9500\u552e\u4e1a\u7ee9\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\uff0c\u7a81\u663e\u4e86\u8be5\u516c\u53f8\u5728\u5962\u4f88\u54c1\u5e02\u573a\u7684\u5f3a\u5927\u54c1\u724c\u5f71\u54cd\u529b\u3002<\/li><li><strong>\u5728\u9999\u6e2f\u5f00\u4e86\u4e00\u5bb6\u65b0\u5e97\u3002<\/strong>\u666e\u62c9\u8fbe\u5728K11 Musea\u79df\u4e0b\u4e86\u4e00\u95f48000\u5e73\u65b9\u82f1\u5c3a\u7684\u5e97\u94fa\u3002K11 Musea\u662f\u65b0\u4e16\u754c\u53d1\u5c55\u96c6\u56e2(New World Development)\u4f4d\u4e8e\u9999\u6e2f\u6d77\u6ee8\u7684\u8c6a\u534e\u8d2d\u7269\u4e2d\u5fc3\u3002\u8fd9\u5bb6\u4e24\u5c42\u697c\u7684\u5546\u5e97\u5c06\u5f88\u5feb\u5f00\u59cb\u5efa\u8bbe\uff0c\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u521d\u5f00\u4e1a\u3002\u79df\u91d1\u53ef\u80fd\u90e8\u5206\u53d6\u51b3\u4e8e\u5e97\u9762\u7684\u9500\u552e\u989d\u3002\u5728\u4e2d\u56fd\u5927\u9646\u9500\u552e\u4e0b\u6ed1\u4e4b\u9645\uff0c\u9999\u6e2f\u7684\u5bcc\u88d5\u5c45\u6c11\u6709\u671b\u4e3a\u5168\u7403\u54c1\u724c\u63d0\u4f9b\u7a33\u5b9a\u3002\u4f5c\u4e3a\u5185\u5730\u6e38\u5ba2\u7684\u70ed\u95e8\u76ee\u7684\u5730\uff0c\u8fd9\u4e2a\u8d2d\u7269\u4e2d\u5fc3\u53ef\u80fd\u4f1a\u8ba9\u666e\u62c9\u8fbe\u53d7\u76ca\u3002\u8fd9\u5bb6\u65b0\u5e97\u5c06\u662f\u666e\u62c9\u8fbe\u591a\u5e74\u6765\u5728\u9999\u6e2f\u5f00\u8bbe\u7684\u7b2c\u4e00\u5bb6\u5927\u578b\u65b0\u5e97\uff0c\u8be5\u516c\u53f8\u4e8e2020\u5e74\u5173\u95ed\u4e86\u4f4d\u4e8e\u94dc\u9523\u6e7e\u7684\u65d7\u8230\u5e97\uff0c\u7ed3\u675f\u4e86\u9999\u6e2f\u6700\u6602\u8d35\u7684\u96f6\u552e\u79df\u8d41\u4e4b\u4e00\uff0c\u6bcf\u6708\u79df\u91d1\u4e3a900\u4e07\u6e2f\u5143\u3002<\/li><li><strong>\u4f4d\u5c45Lyst\u6307\u6570\u699c\u9996\u3002<\/strong>Miu Miu\u662f\u610f\u5927\u5229\u9ad8\u7ea7\u65f6\u5c1a\u5973\u88c5\u548c\u914d\u9970\u54c1\u724c\uff0c\u4e5f\u662f\u666e\u62c9\u8fbe\u7684\u5168\u8d44\u5b50\u516c\u53f8\uff0c\u4e0e\u666e\u62c9\u8fbe\u4e00\u8d77\u57282024\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7ee7\u7eed\u9ad8\u5c45Lyst\u6307\u6570\u699c\u9996\uff0c\u5206\u522b\u6392\u540d\u7b2c\u4e8c\u548c\u7b2c\u4e09\u3002Lyst\u6307\u6570\u662f\u65f6\u5c1a\u754c\u6700\u70ed\u95e8\u54c1\u724c\u548c\u4ea7\u54c1\u7684\u5b63\u5ea6\u6392\u540d\u3002Lyst\u6307\u6570\u80cc\u540e\u7684\u516c\u5f0f\u8003\u8651\u4e86Lyst\u8d2d\u7269\u8005\u7684\u884c\u4e3a\uff0c\u5305\u62ec\u5e73\u53f0\u5185\u5916\u7684\u641c\u7d22\u3001\u4ea7\u54c1\u89c6\u56fe\u548c\u9500\u552e\u989d\u3002\u4e3a\u4e86\u8ffd\u8e2a\u54c1\u724c\u548c\u4ea7\u54c1\u7684\u70ed\u5ea6\uff0c\u8be5\u516c\u5f0f\u8fd8\u7ed3\u5408\u4e86\u4e09\u4e2a\u6708\u5185\u5168\u7403\u793e\u4ea4\u5a92\u4f53\u7684\u63d0\u53ca\u3001\u6d3b\u52a8\u548c\u53c2\u4e0e\u5ea6\u7edf\u8ba1\u6570\u636e\u3002Miu Miu\u548cPrada\u4e5f\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684Lyst\u6307\u6570\u4e2d\u540d\u5217\u524d\u8305\uff0c\u5206\u522b\u6392\u540d\u7b2c\u4e00\u548c\u7b2c\u4e8c\u3002\u5728\u8fc7\u53bb\u7684\u51e0\u4e2a\u5b63\u5ea6\u91cc\uff0c\u666e\u62c9\u8fbe\u4e00\u76f4\u4fdd\u6301\u7740\u5f88\u9ad8\u7684\u6392\u540d\uff0c\u8fd9\u663e\u793a\u4e86\u666e\u62c9\u8fbe\u54c1\u724c\u5728\u5962\u4f88\u54c1\u5e02\u573a\u4e0a\u7684\u5b9e\u529b\u3002<\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957f14.2%\uff0c\u81f324.5\u4ebf\u6b27\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a22.3\u4ebf\u6b27\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f25.7%\uff0c\u81f33.835\u4ebf\u6b27\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a3.052\u4ebf\u6b27\u5143\u30022024\u5e74\u4e0a\u534a\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a0.150\u6b27\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a0.119\u6b27\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-49429\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1232\" height=\"556\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-3.jpeg\" alt=\"\" class=\"wp-image-49430\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-3.jpeg 1232w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-3-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-3-1024x462.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-3-768x347.jpeg 768w\" sizes=\"(max-width: 1232px) 100vw, 1232px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-49431\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e1c\u65b9\u7535\u6c14 (1072 HK)\uff1a\u589e\u52a0\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a10.20\uff0c\u76ee\u6807\u4ef7\uff1a11.20\uff0c\u6b62\u635f\u4ef7\uff1a9.70<\/strong><\/li><li>\u4e1c\u65b9\u7535\u6c14\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u53d1\u7535\u8bbe\u5907\u5236\u9020\u4e0e\u9500\u552e\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e94\u5927\u62a5\u544a\u5206\u90e8\uff1a\u6e05\u6d01\u9ad8\u6548\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u53ef\u518d\u751f\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u5de5\u7a0b\u4e0e\u8d38\u6613\u5206\u90e8\u3001\u73b0\u4ee3\u5236\u9020\u670d\u52a1\u4e1a\u5206\u90e8\u548c\u65b0\u5174\u6210\u957f\u4ea7\u4e1a\u5206\u90e8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u8f6e\u53d1\u7535\u673a\u7ec4\u3001\u6c7d\u8f6e\u53d1\u7535\u673a\u3001\u98ce\u529b\u53d1\u7535\u673a\u7ec4\u3001\u7535\u7ad9\u6c7d\u8f6e\u673a\u548c\u7535\u7ad9\u9505\u7089\u4ee5\u53ca\u71c3\u6c14\u8f6e\u673a\u7b49\u3002\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u4e3b\u8981\u5206\u90e8\u5728\u56fd\u5185\u5e02\u573a\u548c\u56fd\u5916\u5e02\u573a\u3002<\/li><li><strong>\u589e\u52a0\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528\u3002<\/strong>\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u7387\u5df2\u8fbe\u5230\u6216\u8d85\u8fc7\u56fd\u9645\u5148\u8fdb\u6c34\u5e73\uff0c\u53ef\u6301\u7eed\u80fd\u6e90\u5efa\u8bbe\u53d6\u5f97\u957f\u8db3\u8fdb\u5c55\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u52bf\u5934\u5f3a\u52b2\uff0c\u5229\u7528\u7387\u8fbe97.6%\uff0c\u81ea2018\u5e74\u4ee5\u6765\u8fde\u7eed6\u5e74\u8d85\u8fc795%\u3002\u53bb\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u65b0\u589e\u88c5\u673a\u5bb9\u91cf\u8fbe\u52302.9\u4ebf\u5343\u74e6\uff0c\u662f2022\u5e74\u76842.4\u500d\uff0c\u5360\u5168\u56fd\u65b0\u589e\u53d1\u7535\u603b\u91cf\u768479%\uff0c\u6210\u4e3a\u65b0\u589e\u53d1\u7535\u7684\u4e3b\u8981\u6765\u6e90\u3002\u4ea7\u80fd\u7684\u6fc0\u589e\u523a\u6fc0\u4e86\u5168\u56fd\u8303\u56f4\u5185\u5bf9\u592a\u9633\u80fd\u3001\u98ce\u80fd\u548c\u6c34\u7535\u9879\u76ee\u7684\u5927\u91cf\u6295\u8d44\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u4e2d\u56fd\u57282030\u5e74\u4e4b\u524d\u8fbe\u5230\u78b3\u6392\u653e\u5cf0\u503c\u3001\u57282060\u5e74\u4e4b\u524d\u5b9e\u73b0\u78b3\u4e2d\u548c\u7684\u66f4\u5e7f\u6cdb\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002<\/li><li><strong>\u589e\u52a0\u4ea7\u80fd\u3002<\/strong>\u4e1c\u65b9\u7535\u6c14\u6700\u8fd1\u5728\u5e7f\u4e1c\u7701\u6c55\u5934\u5e02\u7684\u4e00\u4e2a\u6cbf\u6d77\u8bd5\u9a8c\u57fa\u5730\u5b89\u88c5\u4e86\u4e00\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u3002\u8f6c\u5b50\u76f4\u5f84260\u7c73\uff0c\u626b\u9762\u9762\u79ef5.3\u4e07\u5e73\u65b9\u7c73\uff0c\u8be5\u6da1\u8f6e\u673a\u6bcf\u5e74\u53ef\u4ea7\u751f72\u5409\u74e6\u65f6\u7684\u7535\u529b\uff0c\u8db3\u4ee5\u4e3a\u5927\u7ea63.6\u4e07\u6237\u5bb6\u5ead\u4f9b\u7535\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8fd9\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u662f\u76ee\u524d\u4e16\u754c\u4e0a\u5b89\u88c5\u7684\u540c\u7c7b\u6da1\u8f6e\u673a\u4e2d\u6700\u5927\u7684\u3002<\/li><li><strong>\u4e2d\u4e1c\u4ea4\u6613\u3002<\/strong>\u4e1c\u65b9\u7535\u6c14\u65d7\u4e0b\u7684\u4e2d\u56fd\u5b8f\u534e\u96c6\u56e2\u6700\u8fd1\u4e0e\u4e2d\u4e1c\u4e00\u5bb6\u5927\u578b\u94bb\u4e95\u516c\u53f8\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5411\u8be5\u516c\u53f8\u4ea4\u4ed8\u6570\u53f03000HP\u7684\u4eba\u5de5\u5c9b\u7fa4\u94bb\u4e95\u5e73\u53f0\uff0c\u4ef7\u503c15\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6b64\u6b21\u7b7e\u7ea6\u5f70\u663e\u4e86\u5b8f\u534e\u96c6\u56e2\u9ad8\u7aef\u667a\u80fd\u94bb\u673a\u7684\u5168\u7403\u8ba4\u53ef\u5ea6\uff0c\u5de9\u56fa\u4e86\u5b8f\u534e\u96c6\u56e2\u5728\u56fd\u9645\u5148\u8fdb\u94bb\u4e95\u6280\u672f\u5e02\u573a\u7684\u9886\u5148\u5730\u4f4d\u3002\u8be5\u94bb\u673a\u88ab\u6b63\u5f0f\u547d\u540d\u4e3a\u4eba\u5de5\u5c9b\u7fa4\u4e95\u5feb\u901f\u79fb\u52a8\u667a\u80fd\u94bb\u673a\uff0c\u91c7\u7528\u4e86\u5b8f\u534e\u96c6\u56e2\u7684\u5c16\u7aef\u6280\u672f\uff0c\u5c06\u4eba\u5de5\u667a\u80fd\u4e0e\u5c9b\u7fa4\u4e95\u94bb\u4e95\u76f8\u7ed3\u5408\u3002\u8be5\u534f\u8bae\u6807\u5fd7\u7740\u4e2d\u56fd\u667a\u80fd\u88c5\u5907\u5168\u7403\u6269\u5f20\u7684\u91cc\u7a0b\u7891\uff0c\u4e5f\u662f\u9ad8\u8d28\u91cf\u201c\u4e00\u5e26\u4e00\u8def\u201d\u5408\u4f5c\u7684\u91cd\u8981\u6210\u679c\uff0c\u4e3a\u6cb9\u6c14\u884c\u4e1a\u8fdb\u4e00\u6b65\u7684\u56fd\u9645\u5408\u4f5c\u5960\u5b9a\u4e86\u57fa\u7840\u3002<\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8be5\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u7684\u8425\u4e1a\u6536\u5165\u4e3a\u4eba\u6c11\u5e01151\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f2.28%\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a\u4eba\u6c11\u5e01147\u4ebf\u5143\u3002\u8be5\u516c\u53f8\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d11.1%\u81f3\u4eba\u6c11\u5e019058\u4ebf\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a\u4eba\u6c11\u5e0110.2\u4ebf\u5143\u300224\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u753123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76840.327\u5143\u964d\u81f30.290\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-49432\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-5.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-5.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-5-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1211\" height=\"568\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-line-graph-description-automati-1.jpeg\" alt=\"A graph showing a line graph\n\nDescription automatically generated with medium confidence\" class=\"wp-image-49433\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-line-graph-description-automati-1.jpeg 1211w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-line-graph-description-automati-1-300x141.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-line-graph-description-automati-1-1024x480.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-line-graph-description-automati-1-768x360.jpeg 768w\" sizes=\"(max-width: 1211px) 100vw, 1211px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37.png\" alt=\"\" class=\"wp-image-49434\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-49365-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" class=\"wp-image-49435\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-38.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-38.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-38-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-38-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/>\u6258\u5c14\u5144\u5f1f (TOL US)\uff1a\u5bcc\u4eba\u7684\u504f\u597d\u9700\u6c42<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a140\uff0c\u76ee\u6807\u4ef7\uff1a160\uff0c\u6b62\u635f\u4ef7\uff1a130<\/strong><\/li><li>\u6258\u5c14\u5144\u5f1f\u516c\u53f8\u5efa\u9020\u8c6a\u534e\u4f4f\u5b85\uff0c\u670d\u52a1\u4e8e\u7f8e\u56fd\u51e0\u4e2a\u5730\u533a\u7684\u4e0a\u5347\u8005\u548c\u7a7a\u5de2\u8001\u4eba\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u5176\u5f00\u53d1\u548c\u6539\u5584\u7684\u571f\u5730\u4e0a\u5efa\u9020\u5b9a\u5236\u7684\u72ec\u7acb\u548c\u9644\u5c5e\u4f4f\u5b85\u3002\u6258\u5c14\u5144\u5f1f\u8fd8\u7ecf\u8425\u7740\u81ea\u5df1\u7684\u5efa\u7b51\u3001\u5de5\u7a0b\u3001\u62b5\u62bc\u3001\u4ea7\u6743\u3001\u5b89\u5168\u3001\u666f\u89c2\u3001\u4fdd\u9669\u7ecf\u7eaa\u548c\u5236\u9020\u4e1a\u52a1\u3002<\/li><li><strong>\u6709\u5229\u7684\u5b8f\u89c2\u7ecf\u6d4e\u987a\u98ce\u3002<\/strong>\u9884\u8ba1\u4eca\u5e74\u4e0b\u534a\u5e74\u5c06\u964d\u606f\uff0c\u8fd9\u5c06\u76f4\u63a5\u8f6c\u5316\u4e3a\u62b5\u62bc\u8d37\u6b3e\u6210\u672c\u7684\u964d\u4f4e\uff0c\u4f7f\u6f5c\u5728\u4e70\u5bb6\u66f4\u80fd\u8d1f\u62c5\u5f97\u8d77\u4f4f\u623f\u3002\u56e0\u6b64\uff0c\u8fd9\u5c06\u523a\u6fc0\u4f4f\u623f\u9700\u6c42\uff0c\u652f\u6491\u623f\u4ef7\uff0c\u4f7f\u6574\u4e2a\u623f\u5730\u4ea7\u884c\u4e1a\u53d7\u76ca\u3002<\/li><li><strong>\u4ee5\u8d22\u5bcc\u4e3a\u4e2d\u5fc3\u7684\u6218\u7565\u7b56\u7565\u3002<\/strong>\u6258\u5c14\u5144\u5f1f\u5c06\u6218\u7565\u91cd\u70b9\u653e\u5728\u8c6a\u534e\u4f4f\u5b85\u3001\u793e\u533a\u548c\u77e5\u540d\u5730\u70b9\uff0c\u5229\u7528\u9ad8\u51c0\u503c\u4e2a\u4eba\u7684\u504f\u597d\uff0c\u4f7f\u5176\u514d\u53d7\u5229\u7387\u4e0a\u5347\u7684\u4e0d\u5229\u5f71\u54cd\u3002\u5317\u7f8e\u7684\u8c6a\u534e\u623f\u5730\u4ea7\u5e02\u573a\u4f9d\u7136\u5f3a\u52b2\uff0c\u56e0\u4e3a\u5bcc\u6709\u7684\u4e2a\u4eba\u5c06\u4ed6\u4eec\u7684\u6295\u8d44\u7ec4\u5408\u591a\u6837\u5316\uff0c\u5e76\u5c06\u8c6a\u534e\u623f\u5730\u4ea7\u89c6\u4e3a\u7a33\u5b9a\u7684\u957f\u671f\u6295\u8d44\u3002\u5c3d\u7ba1\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u5f88\u9ad8\uff0c\u4f46\u57282024\u5e74\u521d\uff0c\u73b0\u91d1\u8d2d\u4e70\u7684\u8c6a\u5b85\u6570\u91cf\u521b\u4e0b\u4e86\u7eaa\u5f55\uff0c\u9700\u6c42\u8d85\u8fc7\u4e86\u4f9b\u5e94\uff0c\u5c24\u5176\u662f\u5728\u5927\u57ce\u5e02\u548c\u6cbf\u6d77\u5730\u533a\u7b49\u7406\u60f3\u5730\u70b9\u3002\u5bcc\u88d5\u7684\u4e70\u5bb6\u4f18\u5148\u8003\u8651\u62e5\u6709\u5e7f\u6cdb\u7684\u8bbe\u65bd\u3001\u66f4\u5927\u7684\u7a7a\u95f4\u548c\u652f\u6301\u4ed6\u4eec\u751f\u6d3b\u65b9\u5f0f\u7684\u529f\u80fd\u7684\u623f\u5c4b\uff0c\u5305\u62ec\u5728\u5bb6\u5de5\u4f5c\u3001\u5065\u8eab\u623f\u548c\u73af\u4fdd\u5b9e\u8df5\u3002\u968f\u7740\u6d88\u8d39\u8005\u9700\u6c42\u7684\u53d8\u5316\u548c\u6280\u672f\u7684\u8fdb\u6b65\uff0c\u623f\u5730\u4ea7\u5e02\u573a\u9884\u8ba1\u5c06\u4e0d\u65ad\u53d1\u5c55\uff0c\u5c3d\u7ba1\u8d2d\u4e70\u6210\u672c\u9ad8\uff0c\u4f46\u4ecd\u80fd\u4fdd\u6301\u5f3a\u52b2\u7684\u957f\u671f\u56de\u62a5\uff0c\u56e0\u4e3a\u623f\u5730\u4ea7\u4e3a\u5bb6\u5ead\u63d0\u4f9b\u4e86\u5b89\u5168\u548c\u907f\u98ce\u6e2f\u3002\u5229\u7387\u4e0b\u964d\u7684\u73af\u5883\u9884\u8ba1\u5c06\u8fdb\u4e00\u6b65\u63d0\u632f\u4f5c\u4e3a\u8d22\u5bcc\u4fdd\u503c\u548c\u589e\u503c\u8d44\u4ea7\u7684\u8c6a\u5b85\u9700\u6c42\uff0c\u4e0e\u8be5\u516c\u53f8\u7684\u76ee\u6807\u5e02\u573a\u4fdd\u6301\u4e00\u81f4\u3002\u8c6a\u534e\u4f4f\u5b85\u5e02\u573a\u7684\u826f\u597d\u957f\u671f\u524d\u666f\u5c06\u4f7f\u6258\u5c14\u5144\u5f1f\u4fdd\u6301\u6301\u7eed\u7684\u9500\u552e\u589e\u957f\uff0c\u5e76\u5de9\u56fa\u5176\u5728\u8c6a\u534e\u4f4f\u5b85\u5e02\u573a\u7684\u5e02\u573a\u5730\u4f4d\u3002<\/li><li><strong>\u9700\u6c42\u548c\u5f00\u53d1\u6ca1\u6709\u653e\u7f13\u3002<\/strong>\u6258\u5c14\u5144\u5f1f\u5728\u4ef7\u683c\u6602\u8d35\u7684\u5730\u533a\u8d2d\u4e70\u4e86\u591a\u5904\u5927\u578b\u5730\u5757\u548c\u623f\u4ea7\u7528\u4e8e\u5f00\u53d1\uff0c\u8c6a\u534e\u4f4f\u5b85\u5e02\u573a\u6ca1\u6709\u51fa\u73b0\u653e\u7f13\u7684\u8ff9\u8c61\u3002\u8fd9\u5bb6\u623f\u5730\u4ea7\u5f00\u53d1\u5546\u6700\u8fd1\u5728\u5510\u5b81\u9547\u8d2d\u4e70\u4e86\u4e00\u575722\u82f1\u4ea9\u7684\u571f\u5730\uff0c\u8ba1\u5212\u65a5\u8d44623\u4e07\u7f8e\u5143\uff0c\u5728\u9a6c\u8e44\u6d3e\u514b1130\u53f7\u548c1136\u53f7\u5efa\u902089\u680b\u8054\u6392\u522b\u5885\u548c\u5730\u5757\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u6b64\u524d\u8fd8\u4ee54050\u4e07\u7f8e\u5143\u6536\u8d2d\u4e86Stone Meadows Farm\uff0c\u5e76\u4ee5264\u4e07\u7f8e\u5143\u6536\u8d2d\u4e86\u4e00\u575721\u82f1\u4ea9\u7684\u571f\u5730\uff0c\u8ba1\u5212\u5efa\u8bbe\u4e00\u4e2a55\u4eba\u4ee5\u4e0a\u7684\u793e\u533a\u3002<\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f13.1%\u81f328.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.8\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.38\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e0.77\u7f8e\u5143\u3002\u5bf9\u4e8e\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u4ea4\u4ed82750\u81f32850\u5957\uff0c\u6bcf\u5957\u623f\u5c4b\u7684\u5e73\u5747\u4ea4\u4ed8\u4ef7\u683c\u4e3a95\u4e07\u81f396\u4e07\u7f8e\u5143\u3002\u572824\u8d22\u5e74\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u5168\u5e74\u4ea4\u4ed8\u91cf\u4e3a10,400\u81f310,800\u5957\uff0c\u5e73\u5747\u6bcf\u5957\u4ea4\u4ed8\u4ef7\u683c\u4e3a96\u4e07\u81f397\u4e07\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-4.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-49436\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-4.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-4-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1232\" height=\"556\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-1.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-49437\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-1.jpeg 1232w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-1-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-1-1024x462.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-1-768x347.jpeg 768w\" sizes=\"(max-width: 1232px) 100vw, 1232px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" class=\"wp-image-49438\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-1.png\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-1.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-1-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-1-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9ea6\u5f53\u52b3 (MCD US)\uff1a\u5feb\u901f\u548c\u5ec9\u4ef7\u7684\u81b3\u98df\u89e3\u51b3\u65b9\u6848<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a250\uff0c\u76ee\u6807\u4ef7\uff1a280\uff0c\u6b62\u635f\u4ef7\uff1a235<\/strong><\/li><li>\u9ea6\u5f53\u52b3\u662f\u5168\u7403\u6700\u5927\u7684\u9910\u5385\u4e1a\u4e3b\u517c\u8425\u8fd0\u5546\uff0c\u904d\u5e03 119 \u4e2a\u56fd\u5bb6\u548c\u5730\u533a\u7684 40,000 \u591a\u5bb6\u95e8\u5e02\u3002\u9ea6\u5f53\u52b3\u5f00\u521b\u4e86\u7279\u8bb8\u7ecf\u8425\u6a21\u5f0f\uff0c\u900f\u8fc7\u4e0e\u4e16\u754c\u5404\u5730\u7684\u72ec\u7acb\u9910\u5385\u7279\u8bb8\u7ecf\u8425\u5546\u5408\u4f5c\uff0c\u5efa\u7acb\u4e86\u5e9e\u5927\u7684\u8fde\u9501\u5feb\u9910\u7f51\u7edc\u3002<\/li><li><strong>\u7f8e\u56fd\u8870\u9000\u8ff9\u8c61\u660e\u663e\uff0c\u9632\u5fa1\u6027\u677f\u5757\u53d7\u60e0\u3002<\/strong>\u7efc\u5408\u8fc7\u53bb\u4e24\u4e2a\u6708\u7684\u7f8e\u56fd\u5b8f\u89c2\u6570\u636e\uff0c\u901a\u80c0\u7ee7\u7eed\u4e0b\u964d\uff0c\u4f46\u540c\u65f6\u52b3\u52a8\u529b\u5e02\u573a\u964d\u6e29\uff0c\u6d88\u8d39\u8005\u652f\u51fa\u4ee5\u53ca\u4fe1\u5fc3\u4e0b\u964d\uff0c\u5236\u9020\u4e1a\u5f00\u59cb\u840e\u7f29\uff1b\u56e0\u6b64\u7f8e\u56fd\u7ecf\u6d4e\u8f6f\u7740\u8def\u62c5\u5fe7\u4e0a\u5347\uff0c\u4e3b\u8981\u589e\u957f\u578b\u677f\u5757\u51fa\u73b0\u5927\u5e45\u56de\u8c03\uff0c\u8d44\u91d1\u8f6e\u52a8\u81f3\u9632\u5fa1\u6027\u8f83\u5f3a\u677f\u5757\u3002<\/li><li><strong>\u6709\u5229\u5b8f\u89c2\u524d\u666f\u3002<\/strong>\u9ad8\u901a\u80c0\u4ee4\u9ea6\u5f53\u52b3\u8fd0\u8425\u6210\u672c\u589e\u52a0\uff0c\u540c\u65f6\u5feb\u9910\u8fde\u9501\u540c\u4e1a\u4e3a\u589e\u52a0\u5e02\u573a\u4efd\u989d\u800c\u5f00\u59cb\u4ef7\u683c\u6218\uff0c\u9ea6\u5f53\u52b3\u65e9\u524d\u5df2\u7ecf\u63a8\u51fa5\u7f8e\u5143\u5957\u9910\u3002\u968f\u7740\u901a\u80c0\u6210\u672c\u4e0b\u964d\uff0c\u8425\u8fd0\u5229\u6da6\u6709\u671b\u6539\u5584\u3002\u53e6\u5916\uff0c\u9ad8\u606f\u73af\u5883\u5bfc\u81f4\u9ea6\u5f53\u52b3\u7684\u7269\u4e1a\u4f30\u503c\u4e0b\u8dcc\uff0c\u968f\u7740\u964d\u606f\u5468\u671f\u542f\u52a8\uff0c\u8be5\u516c\u53f8\u7684\u7269\u4e1a\u4f30\u503c\u4e0a\u8c03\u6709\u671b\u62c9\u52a8\u80a1\u4ef7\u53cd\u5f39\u3002\u76ee\u524d\u9ea6\u5f53\u52b3\u80a1\u606f\u7387\u4e3a2.52%\uff0c\u5728\u964d\u606f\u5468\u671f\u4e0b\uff0c\u5176\u5438\u5f15\u529b\u4e0a\u5347\u3002<\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u900a\u9884\u671f\u3002<\/strong>\u8425\u6536\u4e0e\u4e0a\u5e74\u540c\u671f\u6301\u5e73\uff0c\u4e3a65\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e1.3\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.97\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e0.10\u7f8e\u5143\u3002\u572824\u8d22\u5e74\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u5168\u5e74\u5c06\u5f00\u8bbe\u7ea62100\u5bb6\u9910\u5385\uff0c\u4e3a\u5168\u7cfb\u7edf\u9500\u552e\u589e\u957f\u8d21\u732e\u8fd12%\uff0c\u9884\u8ba1\u52302027\u5e74\u51c0\u9910\u5385\u589e\u957f\u7387\u7ea6\u4e3a5%\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-5.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-49439\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-5.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-5-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1211\" height=\"568\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-a-stock-market-description-automatical-1.jpeg\" alt=\"A graph of a stock market\n\nDescription automatically generated\" class=\"wp-image-49440\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-a-stock-market-description-automatical-1.jpeg 1211w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-a-stock-market-description-automatical-1-300x141.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-a-stock-market-description-automatical-1-1024x480.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-a-stock-market-description-automatical-1-768x360.jpeg 768w\" sizes=\"(max-width: 1211px) 100vw, 1211px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">(Source: Bloomberg)<\/h3>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-49365-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-49441\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-39.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-39.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-39-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-40.png\" alt=\"\" class=\"wp-image-49442\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-40.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-40-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on Bumitama Agri Ltd (BAL SP) at S$0.71.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"477\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-41.png\" alt=\"\" class=\"wp-image-49443\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-41.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-41-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-41-768x388.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u65b0\u7fd4\u96c6\u56e2 (SATS SP)\uff1a\u822a\u7a7a\u65c5\u884c\u590d\u82cf\u671f\u95f4\u7684\u670d\u52a1\u6539\u5584 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Holdings\uff0c\u7528\u4e8e\u8054\u5408\u6295\u8d44\u3002\u4e09\u4e95\u7269\u4ea7\u5c06\u6295\u8d443,640\u4e07\u65b0\u5143\u6536\u8d2d\u8be5\u5b50\u516c\u53f815%\u7684\u80a1\u4efd\uff0c\u8be5\u5b50\u516c\u53f8\u5305\u62ec\u65b0\u7fd4\u7684\u56db\u4e2a\u98df\u54c1\u89e3\u51b3\u65b9\u6848\u5b9e\u4f53\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u5229\u7528\u4e09\u4e95\u7269\u4ea7\u7684\u5168\u7403\u7f51\u7edc\u548c\u65b0\u7fd4\u7684\u4e13\u4e1a\u77e5\u8bc6\uff0c\u63d0\u5347\u98df\u54c1\u4ef7\u503c\u94fe\u3002\u4ed6\u4eec\u8ba1\u5212\u5728\u4e9a\u6d32\u4e3b\u8981\u5e02\u573a\u53d1\u5c55\u98df\u54c1\u89e3\u51b3\u65b9\u6848\u4e1a\u52a1\uff0c\u4e13\u6ce8\u4e8e\u4ea7\u54c1\u5f00\u53d1\u3001\u53a8\u623f\u751f\u4ea7\u548c\u7269\u6d41\u3002\u8fd9\u4e00\u5408\u4f5c\u5173\u7cfb\u5df2\u7ecf\u663e\u73b0\u51fa\u6210\u6548\uff0c\u7279\u522b\u662f\u5728\u65e5\u672c\uff0c\u8ba1\u5212\u57282025\u5e74\u521d\u5411\u65e0\u5370\u826f\u54c1\u65e5\u672c\u4f9b\u5e94\u51b7\u51bb\u98df\u54c1\u3002\u6b64\u6b21\u5408\u4f5c\u6709\u671b\u63a8\u52a8\u65b0\u7fd4\u7684\u957f\u671f\u53d1\u5c55\u3002 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