Zoo li tus menyuam dev caum nws tus Tsov tus tw, qee tus neeg ua lag luam tshiab feem ntau caum 'qhov loj tom ntej', txawm tias qhov ntawd txhais tau tias yuav 'zaj dab neeg cov khoom lag luam' yam tsis muaj nyiaj tau los, cia nyob ib leeg.Hmoov tsis zoo, kev nqis peev uas pheej hmoo siab feem ntau muaj qhov tshwm sim me me ntawm kev them nyiaj, thiab ntau tus tub ua lag luam them tus nqi los kawm lawv zaj lus qhia.
Hauv qhov sib piv rau txhua qhov ntawd, kuv nyiam siv sijhawm rau cov tuam txhab xws li WP Carey (NYSE: WPC), uas tsis yog cov nyiaj tau los xwb, tab sis kuj tau txais txiaj ntsig.Thaum qhov ntawd tsis ua rau cov khoom tsim nyog yuav ntawm txhua tus nqi, koj tsis tuaj yeem tsis lees paub tias kev ua lag luam vam meej yuav tsum tau txais txiaj ntsig, thaum kawg.Cov tuam txhab ua lag luam poob ib txwm sib tw tawm tsam lub sijhawm kom ncav cuag nyiaj txiag ruaj khov, tab sis lub sijhawm feem ntau yog phooj ywg ntawm lub tuam txhab tau txais txiaj ntsig, tshwj xeeb tshaj yog tias nws loj hlob.
Koj puas xav koom nrog hauv kev tshawb fawb luv luv?Pab txhim kho lub neej yav tom ntej ntawm cov cuab yeej nqis peev thiab koj tuaj yeem yeej daim npav khoom plig $ 250!
Kev ua lag luam yog lub tshuab pov npav hauv lub sijhawm luv luv, tab sis lub tshuab ntsuas lub sijhawm ntev, yog li cov nqi sib faib ua raws cov nyiaj tau los ntawm ib feem (EPS) thaum kawg.Qhov ntawd txhais tau hais tias EPS txoj kev loj hlob yog suav tias yog qhov zoo tiag tiag los ntawm cov neeg ua lag luam mus sij hawm ntev tshaj plaws.Zoo siab heev, WP Carey tau loj hlob EPS los ntawm 20% ib xyoos twg, sib txuas, hauv peb lub xyoos dhau los.Raws li txoj cai dav dav, peb xav hais tias yog tias ib lub tuam txhab tuaj yeem ua raws li qhov kev loj hlob, cov tswv lag luam yuav luag ntxhi.
Ua tib zoo xav txog kev loj hlob ntawm cov nyiaj tau los thiab cov nyiaj tau los ua ntej cov paj laum thiab se (EBIT) cov paj tau paj tuaj yeem pab qhia txog kev pom ntawm kev ruaj khov ntawm cov nyiaj tau los tsis ntev los no.Tsis yog tag nrho ntawm WP Carey cov nyiaj tau los xyoo no yog cov nyiaj tau los ntawm kev ua haujlwm, yog li nco ntsoov cov nyiaj tau los thiab cov lej uas kuv tau siv yuav tsis yog qhov zoo tshaj plaws sawv cev ntawm kev lag luam hauv qab.Thaum WP Carey ua tau zoo los txhawb cov nyiaj tau los ntawm xyoo tas los, EBIT cov paj tau tawg rau tib lub sijhawm.Yog li nws zoo li yav tom ntej kuv tuav txoj kev loj hlob ntxiv, tshwj xeeb tshaj yog tias EBIT margins tuaj yeem ruaj khov.
Hauv kab ntawv hauv qab no, koj tuaj yeem pom tias lub tuam txhab tau nce nyiaj tau los, thiab cov nyiaj tau los, dhau sijhawm.Nyem rau ntawm daim ntawv qhia kom pom cov lej tseeb.
Thaum peb nyob hauv lub sijhawm tam sim no txhua lub sijhawm, tsis muaj qhov tsis ntseeg hauv kuv lub siab tias yav tom ntej tseem ceeb dua li yav dhau los.Yog li vim li cas ho tsis tshawb xyuas daim ntawv qhia sib tham sib piav qhia txog EPS kev kwv yees yav tom ntej, rau WP Carey?
Zoo li cov ntxhiab tsw tshiab hauv huab cua thaum los nag los, cov khoom sab hauv ua rau kuv muaj kev cia siab zoo.Vim tias feem ntau, kev yuav khoom ntawm cov khoom lag luam yog qhov qhia tias tus neeg yuav khoom pom nws tsis muaj nqis.Tau kawg, peb tsis tuaj yeem paub tseeb tias cov neeg sab hauv xav li cas, peb tsuas tuaj yeem txiav txim siab lawv qhov kev ua.
Thaum WP Carey cov neeg sab hauv tau ua tiav -US $ 40.9k muag cov khoom lag luam nyob rau xyoo tas los, lawv tau nqis peev US $ 403k, tus lej ntau dua.Koj tuaj yeem sib cav tias theem ntawm kev yuav khoom txhais tau tias muaj kev ntseeg siab tiag tiag hauv kev lag luam.Zooming hauv, peb tuaj yeem pom tias qhov kev yuav khoom loj tshaj plaws yog los ntawm Non-Executive Vice-Chairman ntawm Pawg Thawj Coj Christopher Niehaus rau US $ 254k tus nqi ntawm cov shares, ntawm kwv yees li US $ 66.08 ib feem.
Cov xov xwm zoo, nrog rau cov neeg sab hauv yuav, rau WP Carey bulls yog cov neeg sab hauv (sib sau ua ke) muaj txiaj ntsig kev nqis peev hauv Tshuag.Tseeb tiag, lawv muaj lub roob ci ntsa iab ntawm kev nplua nuj nqis peev hauv nws, tam sim no muaj nuj nqis ntawm US $ 148m.Qhov no qhia rau kuv tias kev coj noj coj ua yuav nco ntsoov txog cov tswv lag luam nyiam thaum txiav txim siab!
Txawm hais tias cov neeg sab hauv twb muaj tus lej tseem ceeb ntawm cov shares, thiab lawv tau yuav ntau dua, cov xov xwm zoo rau cov tswv lag luam tsis tau tso tseg.Lub cherry saum toj yog tias CEO, Jason Fox tau them nyiaj sib piv rau cov CEOs ntawm cov tuam txhab loj sib xws.Rau cov tuam txhab nrog kev lag luam peev nyiaj ntau dua US $ 8.0b, zoo li WP Carey, tus thawj coj nruab nrab them nyiaj yog nyob ib puag ncig US $ 12m.
Tus Thawj Coj ntawm WP Carey tsuas yog tau txais US $ 4.7m nyob rau hauv tag nrho cov nyiaj them rau lub xyoo xaus lub Kaum Ob Hlis 2018. Qhov ntawd yog qhov zoo tshaj plaws hauv qab nruab nrab, yog li ntawm ib sab, qhov kev npaj zoo li siab dav rau cov tswv lag luam, thiab taw qhia rau cov kab lis kev cai them nyiaj tsawg.Cov nyiaj tau los ntawm CEO tsis yog qhov kev ntsuas tseem ceeb tshaj plaws rau cov tub ua lag luam, tab sis thaum cov nyiaj them poob qis, qhov ntawd txhawb kev txhim kho kev sib raug zoo ntawm CEO thiab cov tswv lag luam zoo tib yam.Nws kuj tuaj yeem yog ib qho cim ntawm kev tswj hwm zoo, feem ntau.
Koj tsis tuaj yeem tsis lees paub tias WP Carey tau nce nws cov nyiaj tau los ntawm ib feem ntawm tus nqi zoo heev.Qhov ntawd yog qhov ntxim nyiam.Tsis tas li ntawd xwb, tab sis peb tuaj yeem pom tias cov neeg sab hauv ob leeg muaj ntau ntau, thiab tab tom yuav ntau dua, sib koom hauv tuam txhab.Yog li kuv xav tias qhov no yog ib qho khoom tsim nyog saib.Thaum peb tau saib qhov zoo ntawm cov nyiaj tau los, peb tseem tsis tau ua ib qho haujlwm kom muaj nuj nqis rau cov khoom lag luam.Yog li yog tias koj nyiam yuav pheej yig, koj tuaj yeem tshawb xyuas yog tias WP Carey yog kev lag luam ntawm P / E siab lossis P / E qis, txheeb ze rau nws txoj kev lag luam.
Cov xov xwm zoo yog tias WP Carey tsis yog tsuas yog cov khoom lag luam loj hlob nrog kev yuav khoom.Ntawm no yog cov npe ntawm lawv ... nrog cov neeg muas zaub hauv peb lub hlis dhau los!
Thov nco ntsoov cov kev lag luam sab hauv uas tau tham hauv kab lus no xa mus rau kev tshaj tawm kev lag luam hauv thaj chaw muaj feem cuam tshuam
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Post lub sij hawm: Jun-10-2019