{"id":52956,"date":"2024-10-04T08:24:29","date_gmt":"2024-10-04T00:24:29","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=52956"},"modified":"2024-10-04T09:50:59","modified_gmt":"2024-10-04T01:50:59","slug":"kgi-daily-trading-ideas-04-oct-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2024-zh\/","title":{"rendered":"2024\u5e7410\u67084\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), \u5b89\u7279\u5409(ETR 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-52956-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"424\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-12.png\" alt=\"\" class=\"wp-image-53068\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-12.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-12-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-12-768x346.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"290\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-13.png\" alt=\"\" class=\"wp-image-53069\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-13.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-13-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-13-768x237.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"241\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-14.png\" alt=\"\" class=\"wp-image-53070\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-14.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-14-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-14-768x197.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/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\/10\/word-image-76.png\" alt=\"\" class=\"wp-image-52964\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-76.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-76-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-52956-_qqv3rtx8nazp\"><\/a><a id=\"post-52956-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"415\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-15.png\" alt=\"\" class=\"wp-image-53071\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-15.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-15-300x132.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-15-768x339.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/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\/10\/word-image-77.png\" alt=\"\" class=\"wp-image-52966\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-77.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-77-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <a id=\"post-52956-_7c2gwybbbr90\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-52956-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-78.png\" class=\"wp-image-52967\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-78.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-78-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u65b0\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a\u5229\u6da6\u7387\u63d0\u5347<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.5\uff0c\u76ee\u6807\u4ef7\uff1a7.1\uff0c\u6b62\u635f\u4ef7\uff1a6.2<\/strong>\n  <\/li><li>\n    \u65b0\u52a0\u5761\u822a\u7a7a\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u822a\u7a7a\u8fd0\u8f93\u3001\u5de5\u7a0b\u3001\u98de\u884c\u5458\u57f9\u8bad\u3001\u5305\u673a\u548c\u65c5\u6e38\u6279\u53d1\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u822a\u7a7a\u4e1a\u52a1\u8986\u76d6\u4e9a\u6d32\u3001\u6b27\u6d32\u3001\u7f8e\u6d32\u3001\u897f\u5357\u592a\u5e73\u6d0b\u548c\u975e\u6d32\u3002\n  <\/li><li><strong>\u9002\u5e94\u5e02\u573a\u8d8b\u52bf\u3002<\/strong>\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u7684\u4f4e\u6210\u672c\u5b50\u516c\u53f8\u9177\u822a\u6700\u8fd1\u5ba3\u5e03\uff0c\u5b83\u5c06\u6269\u5927\u822a\u7ebf\u7f51\u7edc\uff0c\u4ee5\u6ee1\u8db3\u5317\u65b9\u51ac\u5b63\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u3002\u4ece2024\u5e7411\u6708\u5f00\u59cb\uff0c\u9177\u822a\u5c06\u6bcf\u5468\u589e\u52a0\u98de\u5f80\u6e05\u8fc8\u3001\u6cb3\u5185\u3001\u73c0\u65af\u3001\u58a8\u5c14\u672c\u3001\u9996\u5c14\u548c\u4e1c\u4eac\u7b49\u70ed\u95e8\u76ee\u7684\u5730\u7684\u822a\u73ed\u3002\u98de\u5f80\u8fbe\u6c83\u3001\u5df4\u5398\u5df4\u73ed\u3001\u671b\u52a0\u9521\u7b49\u4e1c\u5357\u4e9a\u76ee\u7684\u5730\u7684\u822a\u73ed\u4e5f\u5c06\u589e\u52a0\u3002\u6b64\u5916\uff0c\u9177\u822a\u6700\u8fd1\u5f00\u901a\u4e86\u98de\u5f80\u9a6c\u6765\u897f\u4e9a\u7d20\u90a6\u7684\u6bcf\u65e5\u822a\u73ed\uff0c\u5e76\u5c06\u5f00\u59cb\u98de\u5f80\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u514b\u5854\u8d3e\u63d0\u548c\u9a6c\u6765\u897f\u4e9a\u7684\u9a6c\u516d\u7532\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u4e3a\u5e94\u5bf9\u6fc0\u70c8\u7684\u7ade\u4e89\uff0c\u4e3a\u4ece\u9999\u6e2f\u98de\u5f80\u4e9a\u592a\u5730\u533a\u7684\u822a\u73ed\u63d0\u4f9b\u9ad8\u8fbe\u516d\u6298\u7684\u6298\u6263\u3002\u8fd9\u4e9b\u9650\u65f6\u4f18\u60e0\u662f\u4e00\u9879\u6fc0\u8fdb\u6218\u7565\u7684\u4e00\u90e8\u5206\uff0c\u76ee\u7684\u662f\u593a\u53d6\u5e02\u573a\u4efd\u989d\uff0c\u4e0e\u56fd\u6cf0\u822a\u7a7a\u7b49\u7ade\u4e89\u5bf9\u624b\u7ade\u4e89\u3002\u8fd9\u8868\u660e\u65b0\u822a\u81f4\u529b\u4e8e\u5f15\u9886\u5e02\u573a\u8d8b\u52bf\uff0c\u5e76\u505a\u51fa\u5fc5\u8981\u7684\u8c03\u6574\u4ee5\u63a8\u52a8\u6536\u5165\u589e\u957f\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d8b\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1025\" height=\"472\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-of-a-graph-showing-the-price-of-a-fuel-pri.png\" alt=\"A graph of a graph showing the price of a fuel price\n\nDescription automatically generated with medium confidence\" class=\"wp-image-52968\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-of-a-graph-showing-the-price-of-a-fuel-pri.png 1025w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-of-a-graph-showing-the-price-of-a-fuel-pri-300x138.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-of-a-graph-showing-the-price-of-a-fuel-pri-768x354.png 768w\" sizes=\"(max-width: 1025px) 100vw, 1025px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: International Air Transport Association)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u5370\u5ea6\u65c5\u6e38\u5e02\u573a\u7684\u6f5c\u5728\u589e\u957f\u3002<\/strong>\u5370\u5ea6\u6700\u5927\u7684\u7eaf\u4fe1\u7528\u5361\u53d1\u884c\u5546SBI Card\u5ba3\u5e03\u4e0e\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5408\u4f5c\u63a8\u51faKrisFlyer SBI\u5361\uff0c\u8fd9\u662f\u8be5\u822a\u7a7a\u516c\u53f8\u5728\u5370\u5ea6\u7684\u7b2c\u4e00\u5f20\u8054\u5408\u54c1\u724c\u4fe1\u7528\u5361\u3002\u6b64\u6b21\u5408\u4f5c\u5c06SBI\u5361\u7684\u5b89\u5168\u652f\u4ed8\u89e3\u51b3\u65b9\u6848\u4e0e\u65b0\u822a\u7684\u5168\u7403\u7f51\u7edc\u76f8\u7ed3\u5408\u3002\u8fd9\u5f20\u65c5\u884c\u5361\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u7684\u72ec\u5bb6\u4f18\u60e0\uff0c\u5305\u62ecKrisFlyer\u91cc\u7a0b\uff0c\u53ef\u4ee5\u5151\u6362\u822a\u73ed\u3001\u5347\u7ea7\u548c\u5176\u4ed6\u65c5\u884c\u6d25\u8d34\u3002\u5370\u5ea6\u6b64\u524d\u8fd8\u6279\u51c6\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5bf9\u5408\u5e76\u540e\u7684\u5370\u5ea6- Vistara\u822a\u7a7a\u516c\u53f8\u7684\u5916\u56fd\u76f4\u63a5\u6295\u8d44\uff0c\u4e3a\u5408\u5e76\u626b\u6e05\u4e86\u6700\u540e\u969c\u788d\u3002\u65b0\u822a\u5c06\u6301\u6709\u65b0\u822a\u7a7a\u516c\u53f825.1%\u7684\u80a1\u4efd\uff0c\u521d\u59cb\u6295\u8d44\u4e3a206\u4ebf\u5362\u6bd4\uff0c\u9884\u8ba1\u5b8c\u6210\u540e\u5c06\u589e\u52a0\u5230502\u4ebf\u5362\u6bd4\u3002Vistara\u822a\u73ed\u5c06\u4e8e2024\u5e7411\u6708\u7531\u5370\u5ea6\u822a\u7a7a\u516c\u53f8\u8fd0\u8425\u3002\u6b64\u6b21\u5408\u5e76\u63a8\u8fdf\u4e86\u539f\u5b9a\u4e8e3\u6708\u7684\u76ee\u6807\uff0c\u9884\u8ba1\u5c06\u4e8e2024\u5e74\u5e95\u5b8c\u6210\uff0c\u8fd9\u5c06\u4f7f\u65b0\u822a\u5728\u5370\u5ea6\u5feb\u901f\u589e\u957f\u7684\u65c5\u6e38\u5e02\u573a\u83b7\u5f97\u4e00\u4e2a\u91cd\u8981\u7684\u7acb\u8db3\u70b9\u3002\n  <\/li><li><strong>25\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>25\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f5.3%\uff0c\u4ece24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768444.79\u4ebf\u65b0\u5143\u589e\u81f347.18\u4ebf\u65b0\u5143\u3002\u5ba2\u8fd0\u6536\u5165\u589e\u957f4.1%\u81f338\u4ebf\u65b0\u5143\uff0c\u5ba2\u8fd0\u91cf\u589e\u957f13.8%\uff0c\u5ba2\u5ea7\u7387\u5f3a\u52b2\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d38.4%\u81f34.52\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u7ecf\u8425\u4e1a\u7ee9\u75b2\u8f6f\u3001\u51c0\u5229\u606f\u6536\u5165\u51cf\u5c11\u3001\u5904\u7f6e\u98de\u673a\u548c\u5907\u7528\u53d1\u52a8\u673a\u7684\u76c8\u4f59\u51cf\u5c11\uff0c\u4ee5\u53ca\u6765\u81ea\u8054\u8425\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u51cf\u5c11\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-79.png\" class=\"wp-image-52969\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-79.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-79-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1328\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-13.jpeg\" alt=\"\" class=\"wp-image-52970\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-13.jpeg 1328w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-13-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-13-1024x456.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-13-768x342.jpeg 768w\" sizes=\"(max-width: 1328px) 100vw, 1328px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-white-background-description-aut-2.png\" class=\"wp-image-52971\" 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\/10\/a-long-line-of-a-white-background-description-aut-2.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-white-background-description-aut-2-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5929\u7136\u7164\u77ff\u96c6\u56e2(GERL SP)\uff1a\u901a\u8fc7\u6218\u7565\u6295\u8d44\u5e94\u5bf9\u6311\u6218<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.280\uff0c\u76ee\u6807\u4ef7\uff1a0.310\uff0c\u6b62\u635f\u4ef7\uff1a0.265<\/strong>\n  <\/li><li>\n    \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u6027\u7164\u70ad\u5f00\u91c7\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u7164\u77ff\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002\n  <\/li><li><strong>\u5c3d\u7ba1\u9762\u4e34\u5e02\u573a\u6311\u6218\uff0c\u4f46\u80a1\u606f\u653f\u7b56\u4f9d\u7136\u7a33\u5b9a\u3002<\/strong>\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f32420\u4e07\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u7164\u70ad\u4ef7\u683c\u4e0b\u964d\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u516c\u53f8\u4ecd\u5c65\u884c\u4e86\u5bf9\u80a1\u4e1c\u7684\u627f\u8bfa\uff0c\u5ba3\u5e03\u6d3e\u53d1\u6bcf\u80a10.002\u65b0\u5143\u7684\u4e2d\u671f\u80a1\u606f\uff0c\u6d3e\u606f\u7387\u4e3a11.4%\u3002\u4ea7\u91cf\u603b\u8ba1280\u4e07\u5428\uff0c\u4e3b\u8981\u6765\u81eaSDJ\u548cTBR\u7164\u77ff\uff0c\u800cTRA\u7164\u77ff\u8d21\u732e\u4e8630\u4e07\u5428\u3002\u7a33\u5b9a\u7684320\u4e07\u5428\u7164\u70ad\u9500\u552e\u548c\u5f39\u6027\u6210\u672c\u6a21\u578b\u652f\u6301\u4e8623%\u7684\u5065\u5eb7\u73b0\u91d1\u5229\u6da6\u7387\u3002\n  <\/li><li><strong>\u901a\u8fc7\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u548c\u591a\u6837\u5316\u52a0\u901f\u589e\u957f\u3002<\/strong>\u6700\u8fd1\uff0c\u516c\u53f8\u4e0e\u4e2d\u4ea4\u7b2c\u4e00\u822a\u52a1\u5de5\u7a0b\u52d8\u5bdf\u8bbe\u8ba1\u9662\u548c\u5317\u65b9\u56fd\u9645\u516c\u53f8\u7b7e\u7f72\u4e86\u4e00\u4efd\u4ef7\u503c1.5\u4ebf\u7f8e\u5143\u7684EPC\u5408\u540c\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u5357\u82cf\u95e8\u7b54\u814a\u548c\u5360\u7891\u7701\u5f00\u53d1\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u516c\u8def\u548c\u7801\u5934\u3002\u8fd9\u4e00\u57fa\u7840\u8bbe\u65bd\u5c06\u628aPT Triaryani (TRA)\u77ff\u7684\u8fd0\u8f93\u80fd\u529b\u63d0\u9ad8\u5230\u6bcf\u5e7440-50\u4e07\u5428\uff0c\u5176\u4e2d2500\u4e07\u5428\u5206\u914d\u7ed9TRA\u3002\u8be5\u9879\u76ee\u7684\u5ef6\u671f\u4ed8\u6b3e\u673a\u5236\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u4e86\u524d\u671f\u73b0\u91d1\u652f\u51fa\uff0c\u4f7f\u57fa\u7840\u8bbe\u65bd\u80fd\u591f\u5728\u4ed8\u6b3e\u5f00\u59cb\u4e4b\u524d\u4ea7\u751f\u6536\u5165\u3002\u57282026\u5e74\u521d\u5b8c\u6210\u540e\uff0c\u8fd9\u4e00\u5f00\u53d1\u4e0d\u4ec5\u53ef\u4ee5\u5c06\u5e74\u4ea7\u91cf\u6269\u5927\u52302500\u4e07\u5428\uff0c\u800c\u4e14\u8fd8\u53ef\u4ee5\u8282\u7701\u5927\u91cf\u7269\u6d41\u6210\u672c\uff0c\u6bcf\u5e74\u53ef\u80fd\u4ea7\u751f4 -5\u4ebf\u7f8e\u5143\u7684EBITDA\u3002\u8be5\u9879\u76ee\u8fd8\u4f7f\u516c\u53f8\u4f5c\u4e3a\u57fa\u7840\u8bbe\u65bd\u63d0\u4f9b\u5546\u7684\u6536\u5165\u6765\u6e90\u591a\u6837\u5316\u3002\n  <\/li><li><strong>\u7164\u70ad\u4ef7\u683c\u8d8b\u4e8e\u6b63\u5e38\u5316\u3002<\/strong>\u7531\u4e8e\u76ee\u524d\u4f9b\u9700\u5e73\u8861\uff0c\u9884\u8ba1\u7164\u70ad\u4ef7\u683c\u572824\u8d22\u5e74\u5c06\u4fdd\u6301\u76f8\u5bf9\u7a33\u5b9a\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u63d0\u9ad8\u6536\u5165\u7684\u6f5c\u529b\u5c06\u66f4\u591a\u5730\u4f9d\u8d56\u4e8e\u589e\u52a0\u4ea7\u91cf\uff0c\u800c\u4e0d\u662f\u4ece\u4ef7\u683c\u6ce2\u52a8\u4e2d\u83b7\u76ca\u3002\u8be5\u516c\u53f8\u5df2\u5c06\u5176\u5168\u5e74\u4ea7\u91cf\u9884\u6d4b\u4ece\u6700\u521d\u76841000 \u81f31100\u4e07\u5428\u4e0b\u8c03\u81f3800\u81f3900\u4e07\u5428\uff0c\u5e76\u572824\u5e74\u4e0a\u534a\u5e74\u751f\u4ea7\u4e86280\u4e07\u5428\u30027\u6708\u4efd\u7684\u751f\u4ea7\u6c34\u5e73\u8868\u660e\uff0c\u8be5\u516c\u53f8\u6b63\u5728\u6309\u8ba1\u5212\u5b9e\u73b0\u8fd9\u4e00\u65b0\u76ee\u6807\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d29%\u81f31.694\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662fICI4\u7164\u70ad\u4ef7\u683c\u8f83\u4f4e\uff0c\u5e73\u5747\u6bcf\u542856.13\u7f8e\u5143\uff0c\u800c23\u8d22\u5e74\u540c\u671f\u4e3a70.46\u7f8e\u5143\u3002\u4eca\u5e74\u4e0a\u534a\u5e74\uff0c\u4e0d\u5229\u7684\u5929\u6c14\u6761\u4ef6\u5bf9\u751f\u4ea7\u4ea7\u751f\u4e86\u4e0d\u5229\u5f71\u54cd\u3002\u7136\u800c\uff0c\u6bcf\u5428\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u572811.94\u7f8e\u5143\u7684\u5f3a\u52b2\u6c34\u5e73\uff0c\u53cd\u6620\u4e86\u5176\u6210\u672c\u6548\u76ca\u6a21\u5f0f\uff0c\u5373\u73b0\u91d1\u6210\u672c\u968f\u7740ICI4\u4ef7\u683c\u7684\u4e0b\u964d\u800c\u4e0b\u964d\u3002\u5730\u571f\u80fd\u6e90\u5ba3\u5e03\u6d3e\u53d1\u6bcf\u80a10.002\u65b0\u5143\u7684\u7b2c\u4e8c\u6b21\u4e2d\u671f\u80a1\u606f\u3002\n  <\/li><li>\n    \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>0.68\u65b0\u5143<\/strong>\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb<a href=\"https:\/\/www.kgieworld.sg\/research\/company-update-geo-energy-resources-ltd-gerl-sp-re4-si-3\/\">\u62a5\u544a\u5168\u6587<\/a>\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-80.png\" class=\"wp-image-52972\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-80.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-80-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1328\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-14.jpeg\" alt=\"\" class=\"wp-image-52973\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-14.jpeg 1328w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-14-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-14-1024x456.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-14-768x342.jpeg 768w\" sizes=\"(max-width: 1328px) 100vw, 1328px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong> <\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-81.png\" class=\"wp-image-52974\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-81.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-81-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-52956-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-82.png\" class=\"wp-image-52975\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-82.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-82-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-52956-_34eo5yf8y7pj\"><\/a><strong>\u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6838\u7535\u9700\u6c42<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.50\uff0c\u76ee\u6807\u4ef7\uff1a1.70\uff0c\u6b62\u635f\u4ef7\uff1a1.40<\/strong>\n  <\/li><li>\n    \u4e2d\u5e7f\u6838\u77ff\u4e1a\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u5929\u7136\u94c0\u8d38\u6613\u4e1a\u52a1\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u5206\u90e8\u8fd0\u8425\u4e1a\u52a1\u3002\u5929\u7136\u94c0\u8d38\u6613\u5206\u90e8\u4ece\u4e8b\u5929\u7136\u94c0\u8d38\u6613\u4e1a\u52a1\u3002\u7269\u4e1a\u6295\u8d44\u5206\u90e8\u4ece\u4e8b\u79df\u8d41\u4e1a\u52a1\u3002\u5176\u4ed6\u6295\u8d44\u5206\u90e8\u4ece\u4e8b\u6295\u8d44\u6d3b\u52a8\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u63a8\u51fa\u523a\u6fc0\u8ba1\u5212\u4ee5\u63d0\u632f\u94c0\u9700\u6c42\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u5ba3\u5e03\u7684\u7ecf\u6d4e\u523a\u6fc0\u8ba1\u5212\uff0c\u63d0\u632f\u4e86\u94c0\u5e02\u573a\u7684\u770b\u6da8\u52bf\u5934\uff0c\u53d7\u5168\u7403\u7b2c\u4e09\u5927\u7535\u529b\u751f\u4ea7\u56fd\u65e5\u76ca\u589e\u957f\u7684\u80fd\u6e90\u9700\u6c42\u63a8\u52a8\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u6269\u5927\u6838\u80fd\u4ea7\u80fd\u7684\u52aa\u529b\u6539\u5584\u4e86\u6295\u8d44\u524d\u666f\uff0c\u6fc0\u53d1\u4e86\u5bf9\u94c0\u7684\u66f4\u5927\u5174\u8da3\u3002\u5168\u7403\u5728\u5efa\u768458\u5ea7\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u670922\u5ea7\u5728\u4e2d\u56fd\uff0c\u4e2d\u56fd\u5904\u4e8e\u5168\u7403\u6838\u590d\u5174\u7684\u524d\u6cbf\u3002\n  <\/li><li><strong>\u6f5c\u5728\u7684\u9650\u5236\u94c0\u4f9b\u5e94\u3002<\/strong>\u4fc4\u7f57\u65af\u603b\u7edf\u666e\u4eac\u8bf4\uff0c\u83ab\u65af\u79d1\u5e94\u8be5\u8003\u8651\u9650\u5236\u94c0\u3001\u949b\u548c\u954d\u7684\u51fa\u53e3\u3002\u4fc4\u7f57\u65af\u62e5\u6709\u5168\u7403\u7ea644%\u7684\u94c0\u6d53\u7f29\u80fd\u529b\uff0c\u5360\u5168\u7403\u4f9b\u5e94\u91cf\u76845.5%\u3002\u4e2d\u56fd\u62e5\u6709\u5168\u7403\u7ea68%\u7684\u5916\u6c47\u50a8\u5907\u3002\u4eca\u5e745\u6708\uff0c\u7f8e\u56fd\u901a\u8fc7\u4e86\u300a\u7981\u6b62\u4ece\u4fc4\u7f57\u65af\u8fdb\u53e3\u94c0\u6cd5\u6848\u300b\u3002\u62e5\u6709\u6838\u80fd\u7684\u56fd\u5bb6\uff0c\u5c24\u5176\u662f\u897f\u65b9\u56fd\u5bb6\uff0c\u4e00\u76f4\u5728\u5bfb\u6c42\u53ef\u9760\u7684\u4f9b\u5e94\u3002\u4fc4\u7f57\u65af\u6f5c\u5728\u7684\u94c0\u51fa\u53e3\u9650\u5236\u5c06\u5bfc\u81f4\u4f9b\u5e94\u7d27\u5f20\uff0c\u4ef7\u683c\u5c06\u76f8\u5e94\u53cd\u5f39\u3002\u76ee\u524d\u7684\u94c0\u4ef7\u683c\u572810\u6708\u4efd\u5df2\u5347\u81f3\u6bcf\u78c582\u7f8e\u5143\uff0c\u662f\u4e00\u4e2a\u591a\u6708\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u94c0\u671f\u8d27\u4ef7\u683c<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1031\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-the-stock-market-description-auto.jpeg\" class=\"wp-image-52976\" alt=\"A graph showing the stock market\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-the-stock-market-description-auto.jpeg 1031w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-the-stock-market-description-auto-300x174.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-the-stock-market-description-auto-1024x593.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-the-stock-market-description-auto-768x445.jpeg 768w\" sizes=\"(max-width: 1031px) 100vw, 1031px\" \/>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u8fd0\u8425\u66f4\u65b0\u3002<\/strong>24\u5e74\u4e0a\u534a\u5e74\uff0c\u96c6\u56e2\u603b\u6743\u76ca\u6765\u6e9039,000tU\uff0c\u6743\u76ca\u4ea7\u91cf624tU\u3002\u8be5\u96c6\u56e2\u6301\u6709Semizbay- u 49%\u7684\u80a1\u6743\uff0c\u540e\u8005\u4e3b\u8981\u62e5\u6709\u548c\u8fd0\u8425\u54c8\u8428\u514b\u65af\u5766\u7684Semizbay\u77ff\u5c71\u548cIrkol\u77ff\u5c71\u3002\u8ba1\u5212\u91c7\u94c0471tU\uff0c\u5b9e\u9645\u91c7\u94c0477tU\uff0c\u4e0a\u534a\u5e74\u8ba1\u5212\u751f\u4ea7\u5b8c\u6210\u7387\u4e3a101%;\u5176\u4e2d\uff0cSemizbay\u77ff\u548cIrkol\u77ff\u5b9e\u9645\u91c7\u94c0\u91cf\u5206\u522b\u4e3a182tU\u548c295tU\u3002Semizbay\u77ff\u548cIrkol\u77ff\u7684\u5e73\u5747\u751f\u4ea7\u6210\u672c\u5206\u522b\u4e3a\u6bcf\u78c5308\u94c031.93\u7f8e\u5143\u548c\u6bcf\u78c5308\u94c023.83\u7f8e\u5143\u3002\u96c6\u56e2\u6301\u6709Ortalyk 49%\u7684\u80a1\u6743\uff0cOrtalyk\u4e3b\u8981\u62e5\u6709\u5e76\u8fd0\u8425\u54c8\u8428\u514b\u65af\u5766\u7684\u4e2d\u592eMynkuduk\u77ff\u5e8a\u548cZhalpak\u77ff\u5e8a\u3002\u4e0a\u534a\u5e74\u8ba1\u5212\u751f\u4ea7\u94c0905tU\uff0c\u5b9e\u9645\u751f\u4ea7\u94c0858tU\uff0c\u8ba1\u5212\u751f\u4ea7\u5b8c\u6210\u738795%;\u5176\u4e2d\uff0cmynkuduk\u77ff\u5e8a\u4e2d\u90e8\u548cZhalpak\u77ff\u5e8a\u5b9e\u9645\u63d0\u53d6\u94c0\u91cf\u5206\u522b\u4e3a792tU\u548c66tU\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u957f38.8%\u81f340.7\u4ebf\u6e2f\u5143\u3002\u6bdb\u4e8f\u635f\u4e3a5,640\u4e07\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6bdb\u5229\u6da6\u4e3a1.867\u4ebf\u6e2f\u5143\u3002\u5f52\u5c5e\u4e8e\u516c\u53f8\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e0b\u8dcc37.0%\u81f31.131\u4ebf\u6e2f\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-83.png\" class=\"wp-image-52977\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-83.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-83-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1304\" height=\"555\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-15.jpeg\" alt=\"\" class=\"wp-image-52978\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-15.jpeg 1304w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-15-300x128.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-15-1024x436.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-15-768x327.jpeg 768w\" sizes=\"(max-width: 1304px) 100vw, 1304px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-84.png\" class=\"wp-image-52979\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-84.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-84-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240(388 HK)\uff1a\u5feb\u901f\u800c\u6fc0\u70c8\u7684\u725b\u5e02\u884c\u60c5<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a362\uff0c\u76ee\u6807\u4ef7\uff1a402\uff0c\u6b62\u635f\u4ef7\uff1a342<\/strong>\n  <\/li><li>\n    \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u80a1\u7968\u4ea4\u6613\u6240\u7ecf\u8425\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e94\u4e2a\u4e1a\u52a1\u90e8\u95e8\u3002\u73b0\u8d27\u90e8\u95e8\u5305\u62ec\u73b0\u8d27\u5e02\u573a\u4ea4\u6613\u5e73\u53f0\u3001\u4e0a\u6d77\u8bc1\u5238\u4ea4\u6613\u6240\u548c\u6df1\u5733\u8bc1\u5238\u4ea4\u6613\u6240\u4e70\u5356\u7684\u80a1\u672c\u8bc1\u5238\u4ea7\u54c1\u3002\u80a1\u672c\u8bc1\u5238\u53ca\u91d1\u878d\u884d\u751f\u4ea7\u54c1\u90e8\u95e8\u5305\u62ec\u5728\u9999\u6e2f\u671f\u4ea4\u6240\u548c\u9999\u6e2f\u8054\u4ea4\u6240\u4e70\u5356\u7684\u884d\u751f\u4ea7\u54c1\u3002\u5546\u54c1\u90e8\u95e8\u5305\u62ec\u5728\u4f26\u6566\u91d1\u5c5e\u4ea4\u6613\u6240\uff08LME\uff09\u7684\u4e1a\u52a1\u3002\u7ed3\u7b97\u90e8\u95e8\u5305\u62ec\u5728\u9999\u6e2f\u4e2d\u592e\u7ed3\u7b97\u6709\u9650\u516c\u53f8\u3001\u8054\u4ea4\u6240\u671f\u6743\u7ed3\u7b97\u6240\u3001\u671f\u8d27\u7ed3\u7b97\u516c\u53f8\u3001\u573a\u5916\u7ed3\u7b97\u516c\u53f8\u53caLME Clear Limited\u7684\u4e1a\u52a1\u3002\u5e73\u53f0\u53ca\u57fa\u7840\u8bbe\u65bd\u90e8\u95e8\u63d0\u4f9b\u5e73\u53f0\u53ca\u8be5\u516c\u53f8\u7684\u57fa\u7840\u8bbe\u65bd\u4f7f\u7528\u3002\n  <\/li><li><strong>\u4e3a\u4e2d\u56fd\u7ecf\u6d4e\u548c\u80a1\u5e02\u6253\u5f3a\u5fc3\u9488\u3002<\/strong>\u5728\u9ec4\u91d1\u5468(\u4e2d\u56fd\u7684\u6cd5\u5b9a\u5047\u65e5)\u4e4b\u524d\uff0c\u4e2d\u592e\u653f\u5e9c\u5ba3\u5e03\u4e86\u4e00\u7cfb\u5217\u8d85\u51fa\u5e02\u573a\u9884\u671f\u7684\u8d27\u5e01\u548c\u8d22\u653f\u523a\u6fc0\u63aa\u65bd\u3002\u964d\u4f4e\u57fa\u51c6\u5229\u7387\u548c\u5b58\u6b3e\u51c6\u5907\u91d1\u7387\u3001\u653e\u5bbd\u623f\u5730\u4ea7\u9650\u8d2d\u3001\u542f\u52a8\u653f\u5e9c\u503a\u5238\u80a1\u6743\u8d28\u62bc\u662f\u51e0\u9879\u4e3b\u8981\u7684\u79ef\u6781\u63aa\u65bd\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5f53\u5c40\u8fd8\u6697\u793a\u5c06\u6709\u66f4\u591a\u7684\u523a\u6fc0\u63aa\u65bd\u3002\u4e2d\u56fd\u5185\u5730\u548c\u9999\u6e2f\u80a1\u5e02\u7684\u53cd\u5e94\u79ef\u6781\u800c\u8fc5\u901f\u30029\u670827\u65e5\uff0c\u6e2f\u4ea4\u6240\u5355\u65e5\u6210\u4ea4\u989d\u518d\u521b\u65b0\u9ad8\uff0c\u8d85\u8fc74000\u4ebf\u6e2f\u5143\u3002\u4e24\u4e2a\u5e02\u573a\u90fd\u5728\u62c5\u5fc3\u9519\u5931\u826f\u673a\u3002\n  <\/li><li><strong>\u7a81\u7834\u5173\u952e\u5fc3\u7406\u6c34\u5e73\u3002<\/strong>\u6052\u751f\u6307\u6570\u8fd1\u671f\u53cd\u5f39\uff0c\u76ee\u524d\u5904\u4e8e2\u4e07\u70b9\u4e0a\u65b9\u768452\u5468\u9ad8\u70b9\uff0c\u8fd9\u5fc5\u7136\u4f1a\u6539\u5584\u6295\u8d44\u8005\u60c5\u7eea\uff0c\u8fdb\u4e00\u6b65\u63a8\u52a8\u9999\u6e2f\u80a1\u5e02\u7684\u8d44\u91d1\u6d41\u52a8\u3002\u6e2f\u4ea4\u6240\u5b8c\u5168\u6709\u80fd\u529b\u4ece\u80a1\u5e02\u6d41\u52a8\u6027\u548c\u6210\u4ea4\u91cf\u7684\u589e\u52a0\u4e2d\u83b7\u76ca\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9999\u6e2f\u4ea4\u6613\u6240\u80a1\u4ef7\u4e0e\u6052\u751f\u6307\u6570\u76f8\u5173\u6027<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1185\" height=\"535\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-2.png\" class=\"wp-image-52980\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-2.png 1185w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-2-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-2-1024x462.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-2-768x347.png 768w\" sizes=\"(max-width: 1185px) 100vw, 1185px\" \/>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4ece\u4e0d\u65ad\u589e\u52a0\u7684\u9996\u6b21\u516c\u5f00\u52df\u80a1\u6d3b\u52a8\u4e2d\u83b7\u76ca\u3002<\/strong>\u9999\u6e2fIPO\u5e02\u573a\u84c4\u52bf\u5f85\u53d1\uff0c\u79ef\u6781\u7684\u4fe1\u53f7\u8868\u660e\uff0c\u66f4\u591a\u7684\u5927\u578b\u4ea4\u6613\u5373\u5c06\u5230\u6765\u3002\u6e2f\u4ea4\u6240\u884c\u653f\u603b\u88c1\u9648\u542f\u601d\u8868\u793a\uff0c\u5e02\u573a\u9884\u671fIPO\u6d3b\u52a8\u5c06\u589e\u52a0\uff0c\u5e76\u4fdd\u6301\u589e\u957f\u52bf\u5934\u3002\u7f8e\u7684\u6700\u8fd1\u5728\u6e2f\u4ea4\u6240\u7684\u9996\u6b21\u516c\u5f00\u52df\u80a1\u7b79\u96c6\u4e86310.1\u4ebf\u6e2f\u5143\uff0c\u6210\u4e3a\u9999\u6e2f\u4e09\u5e74\u591a\u6765\u89c4\u6a21\u6700\u5927\u7684IPO\u3002\u4eca\u5e74\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u9999\u6e2f\u5df2\u901a\u8fc745\u6b21IPO\u7b79\u96c6\u4e86\u7ea6510\u4ebf\u6e2f\u5143\uff0c\u9884\u8ba1\u5230\u5e74\u5e95\u524d\u5c06\u7ee7\u7eed\u4fdd\u6301\u5f3a\u52b2\u52bf\u5934\u3002\u9664\u4e86IPO\uff0c\u9999\u6e2f\u7684\u4e8c\u7ea7\u878d\u8d44\u5e02\u573a\u4e5f\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\uff0c\u8fc4\u4eca\u4e3a\u6b62\uff0c\u901a\u8fc7\u540e\u7eed\u53d1\u884c\u7b79\u96c6\u7684\u8d44\u91d1\u8d85\u8fc7200\u4ebf\u7f8e\u5143\u3002IPO\u548c\u878d\u8d44\u6d3b\u52a8\u7684\u6fc0\u589e\u5c06l\u60e0\u53ca\u6e2f\u4ea4\u6240\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u5c0f\u5e45\u589e\u957f0.4%\uff0c\u81f3106\u4ebf\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a108\u4ebf\u6e2f\u5143\u3002\u51c0\u5229\u6da6\u753123\u8d22\u5e74\u5e74\u4e0a\u534a\u5e74\u768463.1\u4ebf\u6e2f\u5143\u4e0b\u964d\u81f324\u8d22\u5e74\u4e0a\u534a\u5e74\u768461.2\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u4e0b\u964d3.0%\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u6bcf\u80a1\u57fa\u672c\u53ca\u644a\u8584\u6536\u76ca\u4e3a4.84\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a4.99\u6e2f\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-85.png\" class=\"wp-image-52981\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-85.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-85-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1328\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-16.jpeg\" alt=\"\" class=\"wp-image-52982\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-16.jpeg 1328w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-16-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-16-1024x456.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-16-768x342.jpeg 768w\" sizes=\"(max-width: 1328px) 100vw, 1328px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/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\/10\/word-image-86.png\" alt=\"\" class=\"wp-image-52983\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-86.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-86-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-52956-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-87.png\" class=\"wp-image-52984\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-87.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-87-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-87-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><br>\u5b89\u7279\u5409(ETR US)\uff1a\u6e05\u7406\u201c\u6d77\u4f26\u201d\u7559\u4e0b\u7684\u70c2\u644a\u5b50<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a132\uff0c\u76ee\u6807\u4ef7\uff1a144\uff0c\u6b62\u635f\u4ef7\uff1a126<\/strong>\n  <\/li><li>\n    \u5b89\u7279\u5409\u516c\u53f8\u662f\u4e00\u5bb6\u7efc\u5408\u80fd\u6e90\u516c\u53f8\uff0c\u4e3b\u8981\u4e13\u6ce8\u4e8e\u7535\u529b\u751f\u4ea7\u548c\u96f6\u552e\u914d\u7535\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u5411\u963f\u80af\u8272\u5dde\u3001\u8def\u6613\u65af\u5b89\u90a3\u5dde\u3001\u5bc6\u897f\u897f\u6bd4\u5dde\u548c\u5fb7\u514b\u8428\u65af\u5dde\u7684\u516c\u7528\u4e8b\u4e1a\u5ba2\u6237\u63d0\u4f9b\u7535\u529b\u3002Entergy\u8fd8\u5728\u7f8e\u56fd\u5317\u90e8\u62e5\u6709\u5e76\u7ecf\u8425\u6838\u7535\u7ad9\u3002\n  <\/li><li><strong>\u6b63\u5728\u6062\u590d\u4f9b\u7535\u3002<\/strong>\u98d3\u98ce\u201c\u6d77\u4f26\u201d\u6700\u8fd1\u7ecf\u8fc7\u7f8e\u56fd\u4e1c\u5357\u90e8\uff0c\u7559\u4e0b\u4e86\u4e00\u7cfb\u5217\u7834\u574f\uff0c\u9020\u6210\u5927\u8303\u56f4\u505c\u7535\u548c\u57fa\u7840\u8bbe\u65bd\u53d7\u635f\u3002\u5927\u578b\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u5b89\u7279\u5409\u4e00\u76f4\u7ad9\u5728\u6062\u590d\u5de5\u4f5c\u7684\u6700\u524d\u7ebf\uff0c\u90e8\u7f72\u4e861000\u591a\u540d\u5de5\u4eba\u534f\u52a9\u53d7\u707e\u5730\u533a\u3002\u5728\u4f5b\u7f57\u91cc\u8fbe\u5dde\uff0c\u5b89\u7279\u5409\u516c\u53f8\u7684\u5de5\u4f5c\u4eba\u5458\u4e0e\u4f5b\u7f57\u91cc\u8fbe\u7535\u529b\u548c\u7167\u660e\u516c\u53f8\u5408\u4f5c\uff0c\u5728\u98d3\u98ce\u767b\u9646\u540e\u7684\u56db\u5929\u5185\u6062\u590d\u4e8695%\u4ee5\u4e0a\u5ba2\u6237\u7684\u7535\u529b\u4f9b\u5e94\u3002\u968f\u7740\u6062\u590d\u5de5\u4f5c\u8f6c\u79fb\u5230\u7ecf\u5386\u4e86\u6709\u53f2\u4ee5\u6765\u6700\u5177\u7834\u574f\u6027\u98d3\u98ce\u7684\u4f50\u6cbb\u4e9a\u5dde\uff0c\u5b89\u7279\u5409\u56e2\u961f\u7ee7\u7eed\u4e3a\u4f50\u6cbb\u4e9a\u5dde\u7535\u529b\u516c\u53f8\u63d0\u4f9b\u652f\u6301\u3002\u5b89\u7279\u5409\u4e5f\u4e00\u76f4\u5728\u5e2e\u52a9\u5176\u4ed6\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\uff0c\u5982AEP\u963f\u5df4\u62c9\u5951\u4e9a\u7535\u529b\u516c\u53f8\u548c\u675c\u514b\u80fd\u6e90\u5361\u7f57\u6765\u7eb3\u5dde\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u901a\u8fc7\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u4e4b\u95f4\u7684\u4e92\u52a9\u534f\u8bae\u5b9e\u73b0\u7684\uff0c\u786e\u4fdd\u4e86\u5bf9\u91cd\u5927\u5929\u6c14\u4e8b\u4ef6\u7684\u534f\u8c03\u54cd\u5e94\u3002\u98d3\u98ce\u201c\u6d77\u4f26\u201d\u9020\u6210\u7684\u6bc1\u706d\u6027\u540e\u679c\u9884\u8ba1\u5c06\u589e\u52a0\u5b89\u7279\u5409\u516c\u7528\u4e8b\u4e1a\u4e1a\u52a1\u7684\u96f6\u552e\u989d\uff0c\u56e0\u4e3a\u5ba2\u6237\u4f1a\u91cd\u5efa\u548c\u66f4\u6362\u53d7\u635f\u7684\u8d22\u4ea7\u3002\n  <\/li><li><strong>\u8d44\u91d1\u8f6e\u52a8\u81f3\u5468\u671f\u53ca\u589e\u957f\u677f\u5757\u3002<\/strong>\u8d44\u91d1\u88ab\u8f6c\u6295\u5468\u671f\u6027\u548c\u589e\u957f\u578b\u884c\u4e1a\u3002\u8fdb\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u673a\u6784\u7684\u8d44\u4ea7\u7ec4\u5408\u5c06\u8fdb\u884c\u8c03\u6574\u3002\u5e02\u573a\u4ecd\u7136\u9884\u671f\u7f8e\u8054\u50a8\u660e\u5e74\u5c06\u964d\u606f200\u4e2a\u57fa\u70b9\u3002\u5bbd\u677e\u7684\u8d27\u5e01\u653f\u7b56\u5c06\u7ee7\u7eed\u6709\u5229\u4e8e\u5e73\u53f0\u80a1\u83b7\u5f97\u8d44\u672c\u6d41\u5165\uff0c\u5e76\u53cd\u6620\u51fa\u8f83\u4f4e\u7684\u5229\u606f\u652f\u51fa\u3002\n  <\/li><li><strong>\u6269\u5f20\u8ba1\u5212\u6b63\u5728\u8fdb\u884c\u4e2d\u3002<\/strong>\u5b89\u7279\u5409\u8def\u6613\u65af\u5b89\u90a3\u5dde\u5206\u516c\u53f8\u6b63\u5728\u4e0e\u5f53\u5730\u653f\u5e9c\u5408\u4f5c\uff0c\u5229\u7528\u51e0\u9879\u5efa\u8bbe\u5f39\u6027\u57fa\u7840\u8bbe\u65bd\u548c\u793e\u533a\u8d60\u6b3e\uff0c\u52a0\u5f3a\u8def\u6613\u65af\u5b89\u90a3\u5dde\u4e1c\u5357\u90e8\u7684\u7535\u529b\u57fa\u7840\u8bbe\u65bd\u3002\u963f\u68ee\u677e\u3001\u62c9\u798f\u4ec0\u548c\u6770\u6590\u900a\u6559\u533a\u7684\u9879\u76ee\u5c06\u52a0\u56fa\u7535\u7ebf\uff0c\u9632\u6b62\u505c\u7535\uff0c\u51cf\u5c11\u98ce\u66b4\u9020\u6210\u7684\u4fee\u590d\u6210\u672c\u3002\u5b89\u7279\u5409\u8fd8\u5728\u7b49\u5f85\u5df4\u541e\u9c81\u65e5\u548c\u50a8\u5907\u7684\u7535\u7f51\u5f39\u6027\u548c\u521b\u65b0\u4f19\u4f34\u5173\u7cfb\u62e8\u6b3e\u7533\u8bf7\u7684\u51b3\u5b9a\uff0c\u8fd9\u53ef\u80fd\u8fdb\u4e00\u6b65\u589e\u5f3a\u7535\u7f51\u7684\u5f39\u6027\u3002\u5728\u963f\u80af\u8272\u5dde\uff0c\u5b89\u7279\u5409\u516c\u53f8\u83b7\u5f97\u4e86\u7f8e\u56fd\u80fd\u6e90\u90e8\u7684\u62e8\u6b3e\uff0c\u7528\u4e8e\u52a0\u5f3a\u6c34\u529b\u53d1\u7535\u8bbe\u65bd\uff0c\u786e\u4fdd\u6e05\u6d01\u80fd\u6e90\u7684\u6301\u7eed\u751f\u4ea7\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5b89\u7279\u5409\u5bc6\u897f\u897f\u6bd4\u5206\u516c\u53f8\u6b63\u5728\u683c\u6797\u7ef4\u5c14\u5efa\u9020\u4e00\u5ea7\u65b0\u7684\u5929\u7136\u6c14\u53d1\u7535\u5382\uff0c\u65e8\u5728\u63a8\u52a8\u7ecf\u6d4e\u589e\u957f\u5e76\u63d0\u4f9b\u53ef\u9760\u7684\u80fd\u6e90\u3002\u8be5\u5de5\u5382\u65e8\u5728\u652f\u6301\u6c22\u6df7\u5408\uff0c\u662f\u5b89\u7279\u5409\u516c\u53f8\u80fd\u6e90\u7f51\u7edc\u73b0\u4ee3\u5316\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u53d6\u4ee3\u65e7\u7684\u53d1\u7535\u7ad9\u5e76\u51cf\u5c11\u78b3\u6392\u653e\u3002\u8fd9\u4e9b\u6b63\u5728\u8fdb\u884c\u7684\u8ba1\u5212\u5c06\u8fdb\u4e00\u6b65\u7ef4\u6301\u5b89\u7279\u5409\u7684\u5f3a\u52b2\u589e\u957f\uff0c\u5e76\u7ee7\u7eed\u4e3a\u5176\u5229\u76ca\u76f8\u5173\u8005\u91ca\u653e\u4ef7\u503c\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.92\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.16\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u786e\u8ba4\u51762024\u5e74\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u6307\u5bfc\u8303\u56f4\u4e3a7.05\u7f8e\u5143\u81f37.35\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a7.21\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong>\n  <\/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\/10\/word-image-88.png\" alt=\"\" class=\"wp-image-52985\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-88.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-88-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1304\" height=\"555\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-17.jpeg\" alt=\"\" class=\"wp-image-52986\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-17.jpeg 1304w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-17-300x128.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-17-1024x436.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-17-768x327.jpeg 768w\" sizes=\"(max-width: 1304px) 100vw, 1304px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-flag-description-automatically-g-2.png\" class=\"wp-image-52987\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-flag-description-automatically-g-2.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-flag-description-automatically-g-2-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-flag-description-automatically-g-2-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u4f18\u6b65\u79d1\u6280(UBER US)\uff1a\u63a8\u51fa\u81ea\u52a8\u9a7e\u9a76\u51fa\u79df\u8f66<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a75\uff0c\u76ee\u6807\u4ef7\uff1a83\uff0c\u6b62\u635f\u4ef7\uff1a71<\/strong>\n  <\/li><li>\n    \u4f18\u6b65\u79d1\u6280\u63d0\u4f9b\u53eb\u8f66\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5f00\u53d1\u9053\u8def\u4ea4\u901a\u3001\u5bfc\u822a\u3001\u62fc\u8f66\u548c\u652f\u4ed8\u5904\u7406\u89e3\u51b3\u65b9\u6848\u7684\u5e94\u7528\u7a0b\u5e8f\u3002\u516c\u53f8\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u79ef\u6781\u63a8\u8fdb\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u4e1a\u52a1\u3002<\/strong>\u4f18\u6b65\u79d1\u6280\u6700\u8fd1\u5728\u65e0\u4eba\u9a7e\u9a76\u548c\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u9886\u57df\u52a8\u4f5c\u9891\u9891\uff0c\u6700\u8fd1\u5ba3\u5e03\u548c\u6587\u8fdc\u77e5\u884c (WeRide) \u5ba3\u5e03\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5c06\u8fd9\u5bb6\u4e2d\u56fd\u81ea\u9a7e\u6280\u672f\u516c\u53f8\u7684\u8f66\u8f86\u5f15\u5165\u5171\u4eab\u5e73\u53f0\uff0c\u9996\u5148\u4ece\u963f\u62c9\u4f2f\u8054\u5408\u5927\u516c\u56fd\u5f00\u59cb\u3002\u53e6\u5916\u516c\u53f8\u6269\u5927\u4e0eWaymo\u5408\u4f5c\uff0c\u5c06\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u5bfc\u5165\u7f8e\u56fd\u5965\u65af\u6c40\u548c\u4e9a\u7279\u5170\u5927\u3002\u516c\u53f8\u8fd8\u4e0e\u901a\u7528\u6c7d\u8f66\u7684\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u90e8\u95e8Cruise\u5408\u4f5c\uff0c\u540e\u8005\u5c06\u4ece\u660e\u5e74\u5f00\u59cb\u5728\u8be5\u5e73\u53f0\u4e0a\u63d0\u4f9b\u81ea\u52a8\u9a7e\u9a76\u6c7d\u8f66\u3002\n  <\/li><li><strong>\u8d44\u91d1\u8f6e\u52a8\u81f3\u5468\u671f\u53ca\u589e\u957f\u677f\u5757\u3002<\/strong>\u8fdb\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u673a\u6784\u7684\u8d44\u4ea7\u7ec4\u5408\u5c06\u8fdb\u884c\u8c03\u6574\uff0c\u5e02\u573a\u4ecd\u7ef4\u6301\u9884\u671f\u7f8e\u8054\u50a8\u672a\u6765\u4e00\u5e74\u964d\u606f200\u4e2a\u57fa\u70b9\uff0c\u5bbd\u677e\u8d27\u5e01\u653f\u7b56\u6301\u7eed\u5229\u597d\u5e73\u53f0\u578b\u4e2a\u80a1\u83b7\u5f97\u8d44\u91d1\u6d41\u5165\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\u3002<\/strong>\u8425\u6536\u5e74\u589e15.9%\u81f3107\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.2\u4ebf\u7f8e\u5143\u3002 GAAP \u6bcf\u80a1\u6536\u76ca\u4e3a 0.47 \u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 0.16 \u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u603b\u9884\u8ba2\u91cf\u6307\u5f15\u4e3a402.5\u4ebf\u7f8e\u5143\u81f3417.5\u4ebf\u7f8e\u5143\uff08\u4ee5\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\uff0c\u5e74\u589e\u7387\u4e3a18%\u81f323%\uff09\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong>\n  <\/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\/10\/a-blue-and-white-rectangular-box-with-white-text-2.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-52988\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-blue-and-white-rectangular-box-with-white-text-2.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-blue-and-white-rectangular-box-with-white-text-2-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1305\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-2.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-52989\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-2.jpeg 1305w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-2-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-2-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-2-768x338.jpeg 768w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\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-52956-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-89.png\" class=\"wp-image-52990\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-89.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-89-300x64.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=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-90.png\" alt=\"\" class=\"wp-image-52991\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-90.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-90-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on Centurion Corp Ltd (CENT SP) at S$0.745 and Tesla Inc (TSLA US) at US$242.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"528\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-91.png\" alt=\"\" class=\"wp-image-52992\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-91.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-91-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-91-768x430.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png\" alt=\"\" class=\"wp-image-15031\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/a><\/figure>\n\n\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\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a\u5229\u6da6\u7387\u63d0\u5347 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.5\uff0c\u76ee\u6807\u4ef7\uff1a7.1\uff0c\u6b62\u635f\u4ef7\uff1a6.2 \u65b0\u52a0\u5761\u822a\u7a7a\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u822a\u7a7a\u8fd0\u8f93\u3001\u5de5\u7a0b\u3001\u98de\u884c\u5458\u57f9\u8bad\u3001\u5305\u673a\u548c\u65c5\u6e38\u6279\u53d1\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u822a\u7a7a\u4e1a\u52a1\u8986\u76d6\u4e9a\u6d32\u3001\u6b27\u6d32\u3001\u7f8e\u6d32\u3001\u897f\u5357\u592a\u5e73\u6d0b\u548c\u975e\u6d32\u3002 \u9002\u5e94\u5e02\u573a\u8d8b\u52bf\u3002\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u7684\u4f4e\u6210\u672c\u5b50\u516c\u53f8\u9177\u822a\u6700\u8fd1\u5ba3\u5e03\uff0c\u5b83\u5c06\u6269\u5927\u822a\u7ebf\u7f51\u7edc\uff0c\u4ee5\u6ee1\u8db3\u5317\u65b9\u51ac\u5b63\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u3002\u4ece2024\u5e7411\u6708\u5f00\u59cb\uff0c\u9177\u822a\u5c06\u6bcf\u5468\u589e\u52a0\u98de\u5f80\u6e05\u8fc8\u3001\u6cb3\u5185\u3001\u73c0\u65af\u3001\u58a8\u5c14\u672c\u3001\u9996\u5c14\u548c\u4e1c\u4eac\u7b49\u70ed\u95e8\u76ee\u7684\u5730\u7684\u822a\u73ed\u3002\u98de\u5f80\u8fbe\u6c83\u3001\u5df4\u5398\u5df4\u73ed\u3001\u671b\u52a0\u9521\u7b49\u4e1c\u5357\u4e9a\u76ee\u7684\u5730\u7684\u822a\u73ed\u4e5f\u5c06\u589e\u52a0\u3002\u6b64\u5916\uff0c\u9177\u822a\u6700\u8fd1\u5f00\u901a\u4e86\u98de\u5f80\u9a6c\u6765\u897f\u4e9a\u7d20\u90a6\u7684\u6bcf\u65e5\u822a\u73ed\uff0c\u5e76\u5c06\u5f00\u59cb\u98de\u5f80\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u514b\u5854\u8d3e\u63d0\u548c\u9a6c\u6765\u897f\u4e9a\u7684\u9a6c\u516d\u7532\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u4e3a\u5e94\u5bf9\u6fc0\u70c8\u7684\u7ade\u4e89\uff0c\u4e3a\u4ece\u9999\u6e2f\u98de\u5f80\u4e9a\u592a\u5730\u533a\u7684\u822a\u73ed\u63d0\u4f9b\u9ad8\u8fbe\u516d\u6298\u7684\u6298\u6263\u3002\u8fd9\u4e9b\u9650\u65f6\u4f18\u60e0\u662f\u4e00\u9879\u6fc0\u8fdb\u6218\u7565\u7684\u4e00\u90e8\u5206\uff0c\u76ee\u7684\u662f\u593a\u53d6\u5e02\u573a\u4efd\u989d\uff0c\u4e0e\u56fd\u6cf0\u822a\u7a7a\u7b49\u7ade\u4e89\u5bf9\u624b\u7ade\u4e89\u3002\u8fd9\u8868\u660e\u65b0\u822a\u81f4\u529b\u4e8e\u5f15\u9886\u5e02\u573a\u8d8b\u52bf\uff0c\u5e76\u505a\u51fa\u5fc5\u8981\u7684\u8c03\u6574\u4ee5\u63a8\u52a8\u6536\u5165\u589e\u957f\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d8b\u52bf (Source: International Air Transport Association) \u5370\u5ea6\u65c5\u6e38\u5e02\u573a\u7684\u6f5c\u5728\u589e\u957f\u3002\u5370\u5ea6\u6700\u5927\u7684\u7eaf\u4fe1\u7528\u5361\u53d1\u884c\u5546SBI Card\u5ba3\u5e03\u4e0e\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5408\u4f5c\u63a8\u51faKrisFlyer SBI\u5361\uff0c\u8fd9\u662f\u8be5\u822a\u7a7a\u516c\u53f8\u5728\u5370\u5ea6\u7684\u7b2c\u4e00\u5f20\u8054\u5408\u54c1\u724c\u4fe1\u7528\u5361\u3002\u6b64\u6b21\u5408\u4f5c\u5c06SBI\u5361\u7684\u5b89\u5168\u652f\u4ed8\u89e3\u51b3\u65b9\u6848\u4e0e\u65b0\u822a\u7684\u5168\u7403\u7f51\u7edc\u76f8\u7ed3\u5408\u3002\u8fd9\u5f20\u65c5\u884c\u5361\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u7684\u72ec\u5bb6\u4f18\u60e0\uff0c\u5305\u62ecKrisFlyer\u91cc\u7a0b\uff0c\u53ef\u4ee5\u5151\u6362\u822a\u73ed\u3001\u5347\u7ea7\u548c\u5176\u4ed6\u65c5\u884c\u6d25\u8d34\u3002\u5370\u5ea6\u6b64\u524d\u8fd8\u6279\u51c6\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5bf9\u5408\u5e76\u540e\u7684\u5370\u5ea6- Vistara\u822a\u7a7a\u516c\u53f8\u7684\u5916\u56fd\u76f4\u63a5\u6295\u8d44\uff0c\u4e3a\u5408\u5e76\u626b\u6e05\u4e86\u6700\u540e\u969c\u788d\u3002\u65b0\u822a\u5c06\u6301\u6709\u65b0\u822a\u7a7a\u516c\u53f825.1%\u7684\u80a1\u4efd\uff0c\u521d\u59cb\u6295\u8d44\u4e3a206\u4ebf\u5362\u6bd4\uff0c\u9884\u8ba1\u5b8c\u6210\u540e\u5c06\u589e\u52a0\u5230502\u4ebf\u5362\u6bd4\u3002Vistara\u822a\u73ed\u5c06\u4e8e2024\u5e7411\u6708\u7531\u5370\u5ea6\u822a\u7a7a\u516c\u53f8\u8fd0\u8425\u3002\u6b64\u6b21\u5408\u5e76\u63a8\u8fdf\u4e86\u539f\u5b9a\u4e8e3\u6708\u7684\u76ee\u6807\uff0c\u9884\u8ba1\u5c06\u4e8e2024\u5e74\u5e95\u5b8c\u6210\uff0c\u8fd9\u5c06\u4f7f\u65b0\u822a\u5728\u5370\u5ea6\u5feb\u901f\u589e\u957f\u7684\u65c5\u6e38\u5e02\u573a\u83b7\u5f97\u4e00\u4e2a\u91cd\u8981\u7684\u7acb\u8db3\u70b9\u3002 25\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u300225\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f5.3%\uff0c\u4ece24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768444.79\u4ebf\u65b0\u5143\u589e\u81f347.18\u4ebf\u65b0\u5143\u3002\u5ba2\u8fd0\u6536\u5165\u589e\u957f4.1%\u81f338\u4ebf\u65b0\u5143\uff0c\u5ba2\u8fd0\u91cf\u589e\u957f13.8%\uff0c\u5ba2\u5ea7\u7387\u5f3a\u52b2\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d38.4%\u81f34.52\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u7ecf\u8425\u4e1a\u7ee9\u75b2\u8f6f\u3001\u51c0\u5229\u606f\u6536\u5165\u51cf\u5c11\u3001\u5904\u7f6e\u98de\u673a\u548c\u5907\u7528\u53d1\u52a8\u673a\u7684\u76c8\u4f59\u51cf\u5c11\uff0c\u4ee5\u53ca\u6765\u81ea\u8054\u8425\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u51cf\u5c11\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5929\u7136\u7164\u77ff\u96c6\u56e2(GERL SP)\uff1a\u901a\u8fc7\u6218\u7565\u6295\u8d44\u5e94\u5bf9\u6311\u6218 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.280\uff0c\u76ee\u6807\u4ef7\uff1a0.310\uff0c\u6b62\u635f\u4ef7\uff1a0.265 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u6027\u7164\u70ad\u5f00\u91c7\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u7164\u77ff\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 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\u901a\u8fc7\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u548c\u591a\u6837\u5316\u52a0\u901f\u589e\u957f\u3002\u6700\u8fd1\uff0c\u516c\u53f8\u4e0e\u4e2d\u4ea4\u7b2c\u4e00\u822a\u52a1\u5de5\u7a0b\u52d8\u5bdf\u8bbe\u8ba1\u9662\u548c\u5317\u65b9\u56fd\u9645\u516c\u53f8\u7b7e\u7f72\u4e86\u4e00\u4efd\u4ef7\u503c1.5\u4ebf\u7f8e\u5143\u7684EPC\u5408\u540c\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u5357\u82cf\u95e8\u7b54\u814a\u548c\u5360\u7891\u7701\u5f00\u53d1\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u516c\u8def\u548c\u7801\u5934\u3002\u8fd9\u4e00\u57fa\u7840\u8bbe\u65bd\u5c06\u628aPT Triaryani 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24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.92\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.16\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u786e\u8ba4\u51762024\u5e74\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u6307\u5bfc\u8303\u56f4\u4e3a7.05\u7f8e\u5143\u81f37.35\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a7.21\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Jiong Han Lee\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2024-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2024\u5e7410\u67084\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), \u5b89\u7279\u5409(ETR US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\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 (Source: International Air Transport Association) \u5370\u5ea6\u65c5\u6e38\u5e02\u573a\u7684\u6f5c\u5728\u589e\u957f\u3002\u5370\u5ea6\u6700\u5927\u7684\u7eaf\u4fe1\u7528\u5361\u53d1\u884c\u5546SBI Card\u5ba3\u5e03\u4e0e\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5408\u4f5c\u63a8\u51faKrisFlyer SBI\u5361\uff0c\u8fd9\u662f\u8be5\u822a\u7a7a\u516c\u53f8\u5728\u5370\u5ea6\u7684\u7b2c\u4e00\u5f20\u8054\u5408\u54c1\u724c\u4fe1\u7528\u5361\u3002\u6b64\u6b21\u5408\u4f5c\u5c06SBI\u5361\u7684\u5b89\u5168\u652f\u4ed8\u89e3\u51b3\u65b9\u6848\u4e0e\u65b0\u822a\u7684\u5168\u7403\u7f51\u7edc\u76f8\u7ed3\u5408\u3002\u8fd9\u5f20\u65c5\u884c\u5361\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u7684\u72ec\u5bb6\u4f18\u60e0\uff0c\u5305\u62ecKrisFlyer\u91cc\u7a0b\uff0c\u53ef\u4ee5\u5151\u6362\u822a\u73ed\u3001\u5347\u7ea7\u548c\u5176\u4ed6\u65c5\u884c\u6d25\u8d34\u3002\u5370\u5ea6\u6b64\u524d\u8fd8\u6279\u51c6\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5bf9\u5408\u5e76\u540e\u7684\u5370\u5ea6- Vistara\u822a\u7a7a\u516c\u53f8\u7684\u5916\u56fd\u76f4\u63a5\u6295\u8d44\uff0c\u4e3a\u5408\u5e76\u626b\u6e05\u4e86\u6700\u540e\u969c\u788d\u3002\u65b0\u822a\u5c06\u6301\u6709\u65b0\u822a\u7a7a\u516c\u53f825.1%\u7684\u80a1\u4efd\uff0c\u521d\u59cb\u6295\u8d44\u4e3a206\u4ebf\u5362\u6bd4\uff0c\u9884\u8ba1\u5b8c\u6210\u540e\u5c06\u589e\u52a0\u5230502\u4ebf\u5362\u6bd4\u3002Vistara\u822a\u73ed\u5c06\u4e8e2024\u5e7411\u6708\u7531\u5370\u5ea6\u822a\u7a7a\u516c\u53f8\u8fd0\u8425\u3002\u6b64\u6b21\u5408\u5e76\u63a8\u8fdf\u4e86\u539f\u5b9a\u4e8e3\u6708\u7684\u76ee\u6807\uff0c\u9884\u8ba1\u5c06\u4e8e2024\u5e74\u5e95\u5b8c\u6210\uff0c\u8fd9\u5c06\u4f7f\u65b0\u822a\u5728\u5370\u5ea6\u5feb\u901f\u589e\u957f\u7684\u65c5\u6e38\u5e02\u573a\u83b7\u5f97\u4e00\u4e2a\u91cd\u8981\u7684\u7acb\u8db3\u70b9\u3002 25\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u300225\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f5.3%\uff0c\u4ece24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768444.79\u4ebf\u65b0\u5143\u589e\u81f347.18\u4ebf\u65b0\u5143\u3002\u5ba2\u8fd0\u6536\u5165\u589e\u957f4.1%\u81f338\u4ebf\u65b0\u5143\uff0c\u5ba2\u8fd0\u91cf\u589e\u957f13.8%\uff0c\u5ba2\u5ea7\u7387\u5f3a\u52b2\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d38.4%\u81f34.52\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u7ecf\u8425\u4e1a\u7ee9\u75b2\u8f6f\u3001\u51c0\u5229\u606f\u6536\u5165\u51cf\u5c11\u3001\u5904\u7f6e\u98de\u673a\u548c\u5907\u7528\u53d1\u52a8\u673a\u7684\u76c8\u4f59\u51cf\u5c11\uff0c\u4ee5\u53ca\u6765\u81ea\u8054\u8425\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u51cf\u5c11\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u5b89\u7279\u5409(ETR US)\uff1a\u6e05\u7406\u201c\u6d77\u4f26\u201d\u7559\u4e0b\u7684\u70c2\u644a\u5b50 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a132\uff0c\u76ee\u6807\u4ef7\uff1a144\uff0c\u6b62\u635f\u4ef7\uff1a126 \u5b89\u7279\u5409\u516c\u53f8\u662f\u4e00\u5bb6\u7efc\u5408\u80fd\u6e90\u516c\u53f8\uff0c\u4e3b\u8981\u4e13\u6ce8\u4e8e\u7535\u529b\u751f\u4ea7\u548c\u96f6\u552e\u914d\u7535\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u5411\u963f\u80af\u8272\u5dde\u3001\u8def\u6613\u65af\u5b89\u90a3\u5dde\u3001\u5bc6\u897f\u897f\u6bd4\u5dde\u548c\u5fb7\u514b\u8428\u65af\u5dde\u7684\u516c\u7528\u4e8b\u4e1a\u5ba2\u6237\u63d0\u4f9b\u7535\u529b\u3002Entergy\u8fd8\u5728\u7f8e\u56fd\u5317\u90e8\u62e5\u6709\u5e76\u7ecf\u8425\u6838\u7535\u7ad9\u3002 \u6b63\u5728\u6062\u590d\u4f9b\u7535\u3002\u98d3\u98ce\u201c\u6d77\u4f26\u201d\u6700\u8fd1\u7ecf\u8fc7\u7f8e\u56fd\u4e1c\u5357\u90e8\uff0c\u7559\u4e0b\u4e86\u4e00\u7cfb\u5217\u7834\u574f\uff0c\u9020\u6210\u5927\u8303\u56f4\u505c\u7535\u548c\u57fa\u7840\u8bbe\u65bd\u53d7\u635f\u3002\u5927\u578b\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u5b89\u7279\u5409\u4e00\u76f4\u7ad9\u5728\u6062\u590d\u5de5\u4f5c\u7684\u6700\u524d\u7ebf\uff0c\u90e8\u7f72\u4e861000\u591a\u540d\u5de5\u4eba\u534f\u52a9\u53d7\u707e\u5730\u533a\u3002\u5728\u4f5b\u7f57\u91cc\u8fbe\u5dde\uff0c\u5b89\u7279\u5409\u516c\u53f8\u7684\u5de5\u4f5c\u4eba\u5458\u4e0e\u4f5b\u7f57\u91cc\u8fbe\u7535\u529b\u548c\u7167\u660e\u516c\u53f8\u5408\u4f5c\uff0c\u5728\u98d3\u98ce\u767b\u9646\u540e\u7684\u56db\u5929\u5185\u6062\u590d\u4e8695%\u4ee5\u4e0a\u5ba2\u6237\u7684\u7535\u529b\u4f9b\u5e94\u3002\u968f\u7740\u6062\u590d\u5de5\u4f5c\u8f6c\u79fb\u5230\u7ecf\u5386\u4e86\u6709\u53f2\u4ee5\u6765\u6700\u5177\u7834\u574f\u6027\u98d3\u98ce\u7684\u4f50\u6cbb\u4e9a\u5dde\uff0c\u5b89\u7279\u5409\u56e2\u961f\u7ee7\u7eed\u4e3a\u4f50\u6cbb\u4e9a\u5dde\u7535\u529b\u516c\u53f8\u63d0\u4f9b\u652f\u6301\u3002\u5b89\u7279\u5409\u4e5f\u4e00\u76f4\u5728\u5e2e\u52a9\u5176\u4ed6\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\uff0c\u5982AEP\u963f\u5df4\u62c9\u5951\u4e9a\u7535\u529b\u516c\u53f8\u548c\u675c\u514b\u80fd\u6e90\u5361\u7f57\u6765\u7eb3\u5dde\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u901a\u8fc7\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u4e4b\u95f4\u7684\u4e92\u52a9\u534f\u8bae\u5b9e\u73b0\u7684\uff0c\u786e\u4fdd\u4e86\u5bf9\u91cd\u5927\u5929\u6c14\u4e8b\u4ef6\u7684\u534f\u8c03\u54cd\u5e94\u3002\u98d3\u98ce\u201c\u6d77\u4f26\u201d\u9020\u6210\u7684\u6bc1\u706d\u6027\u540e\u679c\u9884\u8ba1\u5c06\u589e\u52a0\u5b89\u7279\u5409\u516c\u7528\u4e8b\u4e1a\u4e1a\u52a1\u7684\u96f6\u552e\u989d\uff0c\u56e0\u4e3a\u5ba2\u6237\u4f1a\u91cd\u5efa\u548c\u66f4\u6362\u53d7\u635f\u7684\u8d22\u4ea7\u3002 \u8d44\u91d1\u8f6e\u52a8\u81f3\u5468\u671f\u53ca\u589e\u957f\u677f\u5757\u3002\u8d44\u91d1\u88ab\u8f6c\u6295\u5468\u671f\u6027\u548c\u589e\u957f\u578b\u884c\u4e1a\u3002\u8fdb\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u673a\u6784\u7684\u8d44\u4ea7\u7ec4\u5408\u5c06\u8fdb\u884c\u8c03\u6574\u3002\u5e02\u573a\u4ecd\u7136\u9884\u671f\u7f8e\u8054\u50a8\u660e\u5e74\u5c06\u964d\u606f200\u4e2a\u57fa\u70b9\u3002\u5bbd\u677e\u7684\u8d27\u5e01\u653f\u7b56\u5c06\u7ee7\u7eed\u6709\u5229\u4e8e\u5e73\u53f0\u80a1\u83b7\u5f97\u8d44\u672c\u6d41\u5165\uff0c\u5e76\u53cd\u6620\u51fa\u8f83\u4f4e\u7684\u5229\u606f\u652f\u51fa\u3002 \u6269\u5f20\u8ba1\u5212\u6b63\u5728\u8fdb\u884c\u4e2d\u3002\u5b89\u7279\u5409\u8def\u6613\u65af\u5b89\u90a3\u5dde\u5206\u516c\u53f8\u6b63\u5728\u4e0e\u5f53\u5730\u653f\u5e9c\u5408\u4f5c\uff0c\u5229\u7528\u51e0\u9879\u5efa\u8bbe\u5f39\u6027\u57fa\u7840\u8bbe\u65bd\u548c\u793e\u533a\u8d60\u6b3e\uff0c\u52a0\u5f3a\u8def\u6613\u65af\u5b89\u90a3\u5dde\u4e1c\u5357\u90e8\u7684\u7535\u529b\u57fa\u7840\u8bbe\u65bd\u3002\u963f\u68ee\u677e\u3001\u62c9\u798f\u4ec0\u548c\u6770\u6590\u900a\u6559\u533a\u7684\u9879\u76ee\u5c06\u52a0\u56fa\u7535\u7ebf\uff0c\u9632\u6b62\u505c\u7535\uff0c\u51cf\u5c11\u98ce\u66b4\u9020\u6210\u7684\u4fee\u590d\u6210\u672c\u3002\u5b89\u7279\u5409\u8fd8\u5728\u7b49\u5f85\u5df4\u541e\u9c81\u65e5\u548c\u50a8\u5907\u7684\u7535\u7f51\u5f39\u6027\u548c\u521b\u65b0\u4f19\u4f34\u5173\u7cfb\u62e8\u6b3e\u7533\u8bf7\u7684\u51b3\u5b9a\uff0c\u8fd9\u53ef\u80fd\u8fdb\u4e00\u6b65\u589e\u5f3a\u7535\u7f51\u7684\u5f39\u6027\u3002\u5728\u963f\u80af\u8272\u5dde\uff0c\u5b89\u7279\u5409\u516c\u53f8\u83b7\u5f97\u4e86\u7f8e\u56fd\u80fd\u6e90\u90e8\u7684\u62e8\u6b3e\uff0c\u7528\u4e8e\u52a0\u5f3a\u6c34\u529b\u53d1\u7535\u8bbe\u65bd\uff0c\u786e\u4fdd\u6e05\u6d01\u80fd\u6e90\u7684\u6301\u7eed\u751f\u4ea7\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5b89\u7279\u5409\u5bc6\u897f\u897f\u6bd4\u5206\u516c\u53f8\u6b63\u5728\u683c\u6797\u7ef4\u5c14\u5efa\u9020\u4e00\u5ea7\u65b0\u7684\u5929\u7136\u6c14\u53d1\u7535\u5382\uff0c\u65e8\u5728\u63a8\u52a8\u7ecf\u6d4e\u589e\u957f\u5e76\u63d0\u4f9b\u53ef\u9760\u7684\u80fd\u6e90\u3002\u8be5\u5de5\u5382\u65e8\u5728\u652f\u6301\u6c22\u6df7\u5408\uff0c\u662f\u5b89\u7279\u5409\u516c\u53f8\u80fd\u6e90\u7f51\u7edc\u73b0\u4ee3\u5316\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u53d6\u4ee3\u65e7\u7684\u53d1\u7535\u7ad9\u5e76\u51cf\u5c11\u78b3\u6392\u653e\u3002\u8fd9\u4e9b\u6b63\u5728\u8fdb\u884c\u7684\u8ba1\u5212\u5c06\u8fdb\u4e00\u6b65\u7ef4\u6301\u5b89\u7279\u5409\u7684\u5f3a\u52b2\u589e\u957f\uff0c\u5e76\u7ee7\u7eed\u4e3a\u5176\u5229\u76ca\u76f8\u5173\u8005\u91ca\u653e\u4ef7\u503c\u3002 24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.92\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.16\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u786e\u8ba4\u51762024\u5e74\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u6307\u5bfc\u8303\u56f4\u4e3a7.05\u7f8e\u5143\u81f37.35\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a7.21\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2024-zh\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2024-10-04T00:24:29+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-10-04T01:50:59+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7410\u67084\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), \u5b89\u7279\u5409(ETR US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\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 (Source: International Air Transport Association) \u5370\u5ea6\u65c5\u6e38\u5e02\u573a\u7684\u6f5c\u5728\u589e\u957f\u3002\u5370\u5ea6\u6700\u5927\u7684\u7eaf\u4fe1\u7528\u5361\u53d1\u884c\u5546SBI Card\u5ba3\u5e03\u4e0e\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5408\u4f5c\u63a8\u51faKrisFlyer SBI\u5361\uff0c\u8fd9\u662f\u8be5\u822a\u7a7a\u516c\u53f8\u5728\u5370\u5ea6\u7684\u7b2c\u4e00\u5f20\u8054\u5408\u54c1\u724c\u4fe1\u7528\u5361\u3002\u6b64\u6b21\u5408\u4f5c\u5c06SBI\u5361\u7684\u5b89\u5168\u652f\u4ed8\u89e3\u51b3\u65b9\u6848\u4e0e\u65b0\u822a\u7684\u5168\u7403\u7f51\u7edc\u76f8\u7ed3\u5408\u3002\u8fd9\u5f20\u65c5\u884c\u5361\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u7684\u72ec\u5bb6\u4f18\u60e0\uff0c\u5305\u62ecKrisFlyer\u91cc\u7a0b\uff0c\u53ef\u4ee5\u5151\u6362\u822a\u73ed\u3001\u5347\u7ea7\u548c\u5176\u4ed6\u65c5\u884c\u6d25\u8d34\u3002\u5370\u5ea6\u6b64\u524d\u8fd8\u6279\u51c6\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5bf9\u5408\u5e76\u540e\u7684\u5370\u5ea6- Vistara\u822a\u7a7a\u516c\u53f8\u7684\u5916\u56fd\u76f4\u63a5\u6295\u8d44\uff0c\u4e3a\u5408\u5e76\u626b\u6e05\u4e86\u6700\u540e\u969c\u788d\u3002\u65b0\u822a\u5c06\u6301\u6709\u65b0\u822a\u7a7a\u516c\u53f825.1%\u7684\u80a1\u4efd\uff0c\u521d\u59cb\u6295\u8d44\u4e3a206\u4ebf\u5362\u6bd4\uff0c\u9884\u8ba1\u5b8c\u6210\u540e\u5c06\u589e\u52a0\u5230502\u4ebf\u5362\u6bd4\u3002Vistara\u822a\u73ed\u5c06\u4e8e2024\u5e7411\u6708\u7531\u5370\u5ea6\u822a\u7a7a\u516c\u53f8\u8fd0\u8425\u3002\u6b64\u6b21\u5408\u5e76\u63a8\u8fdf\u4e86\u539f\u5b9a\u4e8e3\u6708\u7684\u76ee\u6807\uff0c\u9884\u8ba1\u5c06\u4e8e2024\u5e74\u5e95\u5b8c\u6210\uff0c\u8fd9\u5c06\u4f7f\u65b0\u822a\u5728\u5370\u5ea6\u5feb\u901f\u589e\u957f\u7684\u65c5\u6e38\u5e02\u573a\u83b7\u5f97\u4e00\u4e2a\u91cd\u8981\u7684\u7acb\u8db3\u70b9\u3002 25\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u300225\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f5.3%\uff0c\u4ece24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768444.79\u4ebf\u65b0\u5143\u589e\u81f347.18\u4ebf\u65b0\u5143\u3002\u5ba2\u8fd0\u6536\u5165\u589e\u957f4.1%\u81f338\u4ebf\u65b0\u5143\uff0c\u5ba2\u8fd0\u91cf\u589e\u957f13.8%\uff0c\u5ba2\u5ea7\u7387\u5f3a\u52b2\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d38.4%\u81f34.52\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u7ecf\u8425\u4e1a\u7ee9\u75b2\u8f6f\u3001\u51c0\u5229\u606f\u6536\u5165\u51cf\u5c11\u3001\u5904\u7f6e\u98de\u673a\u548c\u5907\u7528\u53d1\u52a8\u673a\u7684\u76c8\u4f59\u51cf\u5c11\uff0c\u4ee5\u53ca\u6765\u81ea\u8054\u8425\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u51cf\u5c11\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u5b89\u7279\u5409(ETR US)\uff1a\u6e05\u7406\u201c\u6d77\u4f26\u201d\u7559\u4e0b\u7684\u70c2\u644a\u5b50 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a132\uff0c\u76ee\u6807\u4ef7\uff1a144\uff0c\u6b62\u635f\u4ef7\uff1a126 \u5b89\u7279\u5409\u516c\u53f8\u662f\u4e00\u5bb6\u7efc\u5408\u80fd\u6e90\u516c\u53f8\uff0c\u4e3b\u8981\u4e13\u6ce8\u4e8e\u7535\u529b\u751f\u4ea7\u548c\u96f6\u552e\u914d\u7535\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u5411\u963f\u80af\u8272\u5dde\u3001\u8def\u6613\u65af\u5b89\u90a3\u5dde\u3001\u5bc6\u897f\u897f\u6bd4\u5dde\u548c\u5fb7\u514b\u8428\u65af\u5dde\u7684\u516c\u7528\u4e8b\u4e1a\u5ba2\u6237\u63d0\u4f9b\u7535\u529b\u3002Entergy\u8fd8\u5728\u7f8e\u56fd\u5317\u90e8\u62e5\u6709\u5e76\u7ecf\u8425\u6838\u7535\u7ad9\u3002 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Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2024\u5e7410\u67084\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), \u5b89\u7279\u5409(ETR US) \u2022 KGI Singapore Research","og:description":"\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 (Source: International Air Transport Association) \u5370\u5ea6\u65c5\u6e38\u5e02\u573a\u7684\u6f5c\u5728\u589e\u957f\u3002\u5370\u5ea6\u6700\u5927\u7684\u7eaf\u4fe1\u7528\u5361\u53d1\u884c\u5546SBI Card\u5ba3\u5e03\u4e0e\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5408\u4f5c\u63a8\u51faKrisFlyer SBI\u5361\uff0c\u8fd9\u662f\u8be5\u822a\u7a7a\u516c\u53f8\u5728\u5370\u5ea6\u7684\u7b2c\u4e00\u5f20\u8054\u5408\u54c1\u724c\u4fe1\u7528\u5361\u3002\u6b64\u6b21\u5408\u4f5c\u5c06SBI\u5361\u7684\u5b89\u5168\u652f\u4ed8\u89e3\u51b3\u65b9\u6848\u4e0e\u65b0\u822a\u7684\u5168\u7403\u7f51\u7edc\u76f8\u7ed3\u5408\u3002\u8fd9\u5f20\u65c5\u884c\u5361\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u7684\u72ec\u5bb6\u4f18\u60e0\uff0c\u5305\u62ecKrisFlyer\u91cc\u7a0b\uff0c\u53ef\u4ee5\u5151\u6362\u822a\u73ed\u3001\u5347\u7ea7\u548c\u5176\u4ed6\u65c5\u884c\u6d25\u8d34\u3002\u5370\u5ea6\u6b64\u524d\u8fd8\u6279\u51c6\u4e86\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\u5bf9\u5408\u5e76\u540e\u7684\u5370\u5ea6- Vistara\u822a\u7a7a\u516c\u53f8\u7684\u5916\u56fd\u76f4\u63a5\u6295\u8d44\uff0c\u4e3a\u5408\u5e76\u626b\u6e05\u4e86\u6700\u540e\u969c\u788d\u3002\u65b0\u822a\u5c06\u6301\u6709\u65b0\u822a\u7a7a\u516c\u53f825.1%\u7684\u80a1\u4efd\uff0c\u521d\u59cb\u6295\u8d44\u4e3a206\u4ebf\u5362\u6bd4\uff0c\u9884\u8ba1\u5b8c\u6210\u540e\u5c06\u589e\u52a0\u5230502\u4ebf\u5362\u6bd4\u3002Vistara\u822a\u73ed\u5c06\u4e8e2024\u5e7411\u6708\u7531\u5370\u5ea6\u822a\u7a7a\u516c\u53f8\u8fd0\u8425\u3002\u6b64\u6b21\u5408\u5e76\u63a8\u8fdf\u4e86\u539f\u5b9a\u4e8e3\u6708\u7684\u76ee\u6807\uff0c\u9884\u8ba1\u5c06\u4e8e2024\u5e74\u5e95\u5b8c\u6210\uff0c\u8fd9\u5c06\u4f7f\u65b0\u822a\u5728\u5370\u5ea6\u5feb\u901f\u589e\u957f\u7684\u65c5\u6e38\u5e02\u573a\u83b7\u5f97\u4e00\u4e2a\u91cd\u8981\u7684\u7acb\u8db3\u70b9\u3002 25\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u300225\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f5.3%\uff0c\u4ece24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768444.79\u4ebf\u65b0\u5143\u589e\u81f347.18\u4ebf\u65b0\u5143\u3002\u5ba2\u8fd0\u6536\u5165\u589e\u957f4.1%\u81f338\u4ebf\u65b0\u5143\uff0c\u5ba2\u8fd0\u91cf\u589e\u957f13.8%\uff0c\u5ba2\u5ea7\u7387\u5f3a\u52b2\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d38.4%\u81f34.52\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u7ecf\u8425\u4e1a\u7ee9\u75b2\u8f6f\u3001\u51c0\u5229\u606f\u6536\u5165\u51cf\u5c11\u3001\u5904\u7f6e\u98de\u673a\u548c\u5907\u7528\u53d1\u52a8\u673a\u7684\u76c8\u4f59\u51cf\u5c11\uff0c\u4ee5\u53ca\u6765\u81ea\u8054\u8425\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u51cf\u5c11\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u5b89\u7279\u5409(ETR US)\uff1a\u6e05\u7406\u201c\u6d77\u4f26\u201d\u7559\u4e0b\u7684\u70c2\u644a\u5b50 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a132\uff0c\u76ee\u6807\u4ef7\uff1a144\uff0c\u6b62\u635f\u4ef7\uff1a126 \u5b89\u7279\u5409\u516c\u53f8\u662f\u4e00\u5bb6\u7efc\u5408\u80fd\u6e90\u516c\u53f8\uff0c\u4e3b\u8981\u4e13\u6ce8\u4e8e\u7535\u529b\u751f\u4ea7\u548c\u96f6\u552e\u914d\u7535\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u5411\u963f\u80af\u8272\u5dde\u3001\u8def\u6613\u65af\u5b89\u90a3\u5dde\u3001\u5bc6\u897f\u897f\u6bd4\u5dde\u548c\u5fb7\u514b\u8428\u65af\u5dde\u7684\u516c\u7528\u4e8b\u4e1a\u5ba2\u6237\u63d0\u4f9b\u7535\u529b\u3002Entergy\u8fd8\u5728\u7f8e\u56fd\u5317\u90e8\u62e5\u6709\u5e76\u7ecf\u8425\u6838\u7535\u7ad9\u3002 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\u6269\u5f20\u8ba1\u5212\u6b63\u5728\u8fdb\u884c\u4e2d\u3002\u5b89\u7279\u5409\u8def\u6613\u65af\u5b89\u90a3\u5dde\u5206\u516c\u53f8\u6b63\u5728\u4e0e\u5f53\u5730\u653f\u5e9c\u5408\u4f5c\uff0c\u5229\u7528\u51e0\u9879\u5efa\u8bbe\u5f39\u6027\u57fa\u7840\u8bbe\u65bd\u548c\u793e\u533a\u8d60\u6b3e\uff0c\u52a0\u5f3a\u8def\u6613\u65af\u5b89\u90a3\u5dde\u4e1c\u5357\u90e8\u7684\u7535\u529b\u57fa\u7840\u8bbe\u65bd\u3002\u963f\u68ee\u677e\u3001\u62c9\u798f\u4ec0\u548c\u6770\u6590\u900a\u6559\u533a\u7684\u9879\u76ee\u5c06\u52a0\u56fa\u7535\u7ebf\uff0c\u9632\u6b62\u505c\u7535\uff0c\u51cf\u5c11\u98ce\u66b4\u9020\u6210\u7684\u4fee\u590d\u6210\u672c\u3002\u5b89\u7279\u5409\u8fd8\u5728\u7b49\u5f85\u5df4\u541e\u9c81\u65e5\u548c\u50a8\u5907\u7684\u7535\u7f51\u5f39\u6027\u548c\u521b\u65b0\u4f19\u4f34\u5173\u7cfb\u62e8\u6b3e\u7533\u8bf7\u7684\u51b3\u5b9a\uff0c\u8fd9\u53ef\u80fd\u8fdb\u4e00\u6b65\u589e\u5f3a\u7535\u7f51\u7684\u5f39\u6027\u3002\u5728\u963f\u80af\u8272\u5dde\uff0c\u5b89\u7279\u5409\u516c\u53f8\u83b7\u5f97\u4e86\u7f8e\u56fd\u80fd\u6e90\u90e8\u7684\u62e8\u6b3e\uff0c\u7528\u4e8e\u52a0\u5f3a\u6c34\u529b\u53d1\u7535\u8bbe\u65bd\uff0c\u786e\u4fdd\u6e05\u6d01\u80fd\u6e90\u7684\u6301\u7eed\u751f\u4ea7\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5b89\u7279\u5409\u5bc6\u897f\u897f\u6bd4\u5206\u516c\u53f8\u6b63\u5728\u683c\u6797\u7ef4\u5c14\u5efa\u9020\u4e00\u5ea7\u65b0\u7684\u5929\u7136\u6c14\u53d1\u7535\u5382\uff0c\u65e8\u5728\u63a8\u52a8\u7ecf\u6d4e\u589e\u957f\u5e76\u63d0\u4f9b\u53ef\u9760\u7684\u80fd\u6e90\u3002\u8be5\u5de5\u5382\u65e8\u5728\u652f\u6301\u6c22\u6df7\u5408\uff0c\u662f\u5b89\u7279\u5409\u516c\u53f8\u80fd\u6e90\u7f51\u7edc\u73b0\u4ee3\u5316\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u53d6\u4ee3\u65e7\u7684\u53d1\u7535\u7ad9\u5e76\u51cf\u5c11\u78b3\u6392\u653e\u3002\u8fd9\u4e9b\u6b63\u5728\u8fdb\u884c\u7684\u8ba1\u5212\u5c06\u8fdb\u4e00\u6b65\u7ef4\u6301\u5b89\u7279\u5409\u7684\u5f3a\u52b2\u589e\u957f\uff0c\u5e76\u7ee7\u7eed\u4e3a\u5176\u5229\u76ca\u76f8\u5173\u8005\u91ca\u653e\u4ef7\u503c\u3002 24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.92\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.16\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u786e\u8ba4\u51762024\u5e74\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u6307\u5bfc\u8303\u56f4\u4e3a7.05\u7f8e\u5143\u81f37.35\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a7.21\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2024-zh\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2024-10-04T00:24:29+00:00","article:modified_time":"2024-10-04T01:50:59+00:00","twitter:card":"summary","twitter:title":"2024\u5e7410\u67084\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), \u5b89\u7279\u5409(ETR US) \u2022 KGI Singapore Research","twitter:description":"\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 (Source: International Air Transport Association) 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