【Earning Call】Michael Kors首席執行官John Idol 稱30%的
中文(简体) Public
<a href="http://www.debaga.net/">MK 瀹樼恫</a>姣忓ぉ鐐哄ぇ瀹跺付渚嗗叏鏂版疆娴佺郴鍒楀柈鍝侊紝鐐烘偍鐨勭敓娲绘坊鍔犳洿澶氱殑鑹插僵锛岀偤鎮ㄧ殑鐢熸椿鍏呮豢娲诲姏锛岃畵鎮ㄦ瘡澶╀笉閲嶈锛岀簿褰╃殑浜虹敓寰炵従鍦ㄩ枊濮嬶紝鏁珛闂滄敞鎴戝€戣€愬悏瀹樼恫锛屾垜鍊戝皣鍏ㄦ柊鐨凬ike澶波鍠搧浠ュ強閬嬪嫊璩囪▕灏囦竴涓€鍛堢従绲﹀ぇ瀹躲€?div class="intro">銆怑arning Call銆?MK 娈烘墜鍖?娣虹传 棣栧腑鍩疯瀹楯ohn Idol 绋?0%鐨勭嚐妤埄娼ょ巼涓嶅彲鎸佺簩 搴瓨闄″ 6鏈堜唤鍑虹従婊姺 鐒℃檪灏氫腑鏂囩恫2014骞?鏈?鏃ュ牨閬擄細鐢辨柤姣涘埄鐜囧強鐕熸キ鍒╂饯鐜囨湭渚嗛爯瑷堝皣鍙楀锛?MK 娈烘墜
銆怑arning Call銆?a href="http://www.debaga.net/p/mk-women-bags-6f6a6d1a/">MK 娈烘墜鍖?娣虹传</a>棣栧腑鍩疯瀹楯ohn Idol 绋?0%鐨勭嚐妤埄娼ょ巼涓嶅彲鎸佺簩 搴瓨闄″ 6鏈堜唤鍑虹従婊姺
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<p>鐒℃檪灏氫腑鏂囩恫2014骞?鏈?鏃ュ牨閬擄細鐢辨柤姣涘埄鐜囧強鐕熸キ鍒╂饯鐜囨湭渚嗛爯瑷堝皣鍙楀锛?a href="http://www.debaga.net/p/mk-women-bags-6f6a6d1a/">MK 娈烘墜鍖呭児鏍?/a> Hodlings Ltd. (NYSE:KORS) 闆栫劧绻肩簩鐧间綀瓒呴爯鏈熺殑璨″牨锛屼絾鏄懆涓€涓€瀛ｅ害璨″牨鐧间綀寰岃┎鑲″ぇ骞呰烦姘达紝闁嬬洡寰屽緸鐩ゅ墠12%婕插箙杩呴€熺炕杞夎嚦楂橀仈7%鐨勮穼骞咃紝鍏ㄥ勾鏀跺牨77.01缇庡厓锛岃穼骞?.89%銆?/p>
<p>閲濆皪甯傚牬闂滃績鐨勫埄娼ょ巼鍟忛锛孧ichael Kors棣栧腑鍩疯瀹楯ohn Idol 绋?0%鐨勭嚐妤埄娼ょ巼涓嶅彲鎸佺簩锛屽洜鐐篗ichael Kors濡傛蹇€熺櫦灞曪紝鍏舵姇璩囧嫝蹇呮槸鑸囨棩淇卞鐨勩€備竴瀛ｅ害Michael Kors 鐕熸キ鍒╂饯鐜囬寗寰?0.11%锛岃純涓婂勾鍚屾湡30.82%涓嬭穼70鍊嬪熀榛炪€?/p>
<p>鍙﹀涓€鍊嬬劍榛炴槸搴瓨鍟忛锛孧ichael Kors棣栧腑閬嬬嚐瀹?Joe Parsons 琛ㄧず闆嗗湗搴瓨澧炲箙澶у箙闋樺厛鏀跺叆澧炲箙65.0%锛屽悓妯ｇ敱鏂兼摯寮靛強鍗冲皣鎺ㄥ嚭鐨勯浕瀛愬晢鍕欑恫绔欏皫鑷淬€侸ohn Idol琛ㄧず鍖楃編闆诲瓙鍟嗗嫏缍茬珯浠婂勾绉嬪ぉ鏈夋湜鎺ㄥ嚭锛?鏈堝彲鑳藉氨鏈冩帹鍑猴紝闋愭脯鏈締闆诲瓙鍟嗗嫏鑳藉崰鍒伴浂鍞20%銆備竴瀛ｅ害姝愭床鏂板21闁撲娇寰楁瓙娲茬附鏁搁仈鍒?01闁擄紝璨″勾闋愯▓姝愭床鏂板55闁擄紝鏈締绺芥暩200闁撱€備笉閬嶫ohn Idol鍚屾檪鎵胯獚鐢辨柤绛栫暐閷锛?鏈堜唤鍑虹従婊姺閫犳垚搴瓨鍟忛锛屼甫鏂?鏈堜唤閫茶澶т績閵枫€?/p>
<p>鎿欽ohn Idol 閫忛湶闆嗗湗鐩墠鎵嬭鍜屽皬鐨叿浠ｈ〃闆嗗湗澶х磩70%鍏ㄧ悆鍑堥姺鍞锛岀敺瑁濆拰濂宠鎴愯。绱勫崰鍏ㄧ悆鍑堥姺鍞鐨?3%锛岄瀷瀛?0%锛屾墜琛ㄥ拰鐝犲鍗?%銆侸ohn Idol琛ㄧずMichael Kors灏囧ぇ鍔涚櫦灞曠敺瑁濇キ鍕欙紝灏囧緢蹇湪绱愮磩SOHO鍗€闁嬭ō鐢疯鏃楄墻搴楋紝鐢疯鏃楄墻搴楃殑闀锋湡鐩鏄叏鐞?00闁撳簵锛岄闁撴棗鑹﹀簵闋愯▓鏂?0鏈堜唤闁嬫キ銆?/p>
<p>Michael Kors杩戞湡浠诲懡 Stephane Lafay 鐐轰簽娲茬附瑁佽矤璨┎鍗€鍩熺櫦灞曪紝瑭插競鍫存湭渚嗗彲鑳芥渻鍚堣硣鎴栬€呯洿鐕熴€傚ぇ涓彲鍗€銆侀煋鍦嬨€佹澅鍗椾簽鍜屾境澶у埄浜炵殑閬犳澅甯傚牬涓€瀛ｅ害閫氶亷鐗硅ū缍撶嚐鍟嗘柊澧?闁撴柊搴楋紝绺藉簵閬斿埌112闁撱€侸ohn Idol 琛ㄧず閬犳澅鍦板崁鍚屽簵鏈夆€滃挤鍕佺殑鈥濈殑闆欎綅鏁稿闀凤紝闀锋湡鍙仈鍒?00闁撳簵銆傛棩鏈競鍫翠竴瀛ｅ害鏂板鍥涢枔鏂板簵锛岃┎鍦板崁涓€瀛ｅ害鐕熸敹澧為暦89%鑷?500钀編鍏冿紝鍚屽簵閵峰敭澧為暦48.8%锛岀洰鍓嶆棩鏈競鍫村叡閬嬬嚐41闁撳晢搴楋紝鏈締闀锋湡鐩鐐?00闁撱€?/p>
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缇庨偊鏈嶉＞涓湡鎵櫑 姣涘埄鐜囨毚璺屾浘缍撲竴搴︽槸涓湅鏈嶉＞琛屾キ妯欐】浼佹キ鐨凷hanghai Metersbonwe Fashion&Accessories Ltd.(002269.SZ)涓婃捣缇庣壒鏂偊濞佹湇椋捐偂浠芥湁闄愬叕鍙革紙涓嬬啊绋扁€滅編閭︽湇椋锯€濓級 涓湡鐩堝埄5,311.4钀厓锛屽悓姣旀壄铏э紝涓婂勾鍚屾湡铏ф悕4,475.0钀厓锛屾墸闈炲緦绱斿埄4,060.3钀厓銆?8鏈?9鏃?12:04
鎷夊璨濈埦涓湡绱斿埄澶ц穼16.3%涓婃捣鎷夊璨濈埦鏈嶉＞鏈夐檺鍏徃(603157.SS)锛?116.HK锛夊懆浜岀洡寰岀櫦浣堢磾鍒╁ぇ璺?6.3%鑷?.358鍎勫厓鐨勪腑鏈熸キ绺惧緦锛屽懆鍥涘湪娓偂閫嗗嫝澶ц穼2.26%鍫?.80娓厓锛孉鑲¤穼骞呮洿鏄仈4.17%鍫?4.46鍏冦€?8鏈?9鏃?12:04
閬旇姍濡笂鍗婂勾宸ㄨ櫑5鍎勮嚭璩囧コ闉嬮泦鍦楧aphne International Holdings Limited (0210.HK) 閬旇姍濡湅闅涙帶鑲℃湁闄愬叕鍙镐笂骞磋櫑鎼嶅ぇ骞呭姞鍔囷紝鐢?017骞翠笂鍗婂勾鐨?.095鍎勬腐鍏冨姞鍔囪嚦4.926鍎勬腐鍏冦€?8鏈?8鏃?15:42
鍗撴倕涓湡杞夌泩 闁€搴楁暩鑵版柆鑷?6闁撳懆浜旂洡寰岋紝棣欐腐缇庡閫ｉ帠闆跺敭鍟嗗崜鎮呮帶鑲℃湁闄愬叕鍙革紙0653.HK锛夌櫦浣堜腑鏈熺泩鍒?41.8娓厓鐨勪腑鏈熸キ绺撅紝鍥炴噳7鏈堜腑鏃殑鐩堝枩銆?8鏈?4鏃?23:56
鎯宠浜嗚В鏇村闂滄柤<a href="http://www.debaga.net/">MK 鍖呭寘</a>璩囪▕娑堟伅鐨勬湅鍙嬶紝涓嶅Θ闂滄敞<a href="http://www.debaga.net/">Michael Kors 鍙扮仯瀹樼恫</a>寰岀簩鐨勫牨閬撴秷鎭紝涔熷彲浠ユ坊鍔?strong style="color:red;">Line锛歍WHP</strong>閫茶鍜ㄨ銆傚叏鍫存墍鏈夋柊鍝佷綆鑷?鎶樿捣锛屾柊娆句笉鏂蜂笂鏋讹紝閫辨棩閫辨湯璩肩墿鏇存槸浜湁灏堝爆鎶樻墸鍎儬锛岄鍠滈€ｉ€ｏ紝姝ｅ搧澶波锛屾敮鎸佸皥娅冮璀夛紝7澶╅憭璩炴湡锛?澶╃劇鐞嗙敱閫€鎻涜波锛屽績鍕曪紝涓嶅琛屽嫊锛岃稌绶婁締閬歌臣鍚э紒锛?a href="http://www.debaga.net/">http://http://www.debaga.net/</a>;锛夊叏鍫存墍鏈夋柊鍝佷綆鑷?鎶樿捣锛屾柊娆句笉鏂蜂笂鏋讹紝閫辨棩閫辨湯璩肩墿鏇存槸浜湁灏堝爆鎶樻墸鍎儬锛岄鍠滈€ｉ€ｏ紝姝ｅ搧澶波锛屾敮鎸佸皥娅冮璀夛紝7澶╅憭璩炴湡锛?澶╃劇鐞嗙敱閫€鎻涜波锛屽績鍕曪紝涓嶅琛屽嫊锛岃稌绶婁締閬歌臣鍚э紒锛?a href="http://www.nikesteelersshop.com/">http://www.nikesteelersshop.com/</a>;锛?
銆怑arning Call銆?a href="http://www.debaga.net/p/mk-women-bags-6f6a6d1a/">MK 娈烘墜鍖?娣虹传</a>棣栧腑鍩疯瀹楯ohn Idol 绋?0%鐨勭嚐妤埄娼ょ巼涓嶅彲鎸佺簩 搴瓨闄″ 6鏈堜唤鍑虹従婊姺
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<p>鐒℃檪灏氫腑鏂囩恫2014骞?鏈?鏃ュ牨閬擄細鐢辨柤姣涘埄鐜囧強鐕熸キ鍒╂饯鐜囨湭渚嗛爯瑷堝皣鍙楀锛?a href="http://www.debaga.net/p/mk-women-bags-6f6a6d1a/">MK 娈烘墜鍖呭児鏍?/a> Hodlings Ltd. (NYSE:KORS) 闆栫劧绻肩簩鐧间綀瓒呴爯鏈熺殑璨″牨锛屼絾鏄懆涓€涓€瀛ｅ害璨″牨鐧间綀寰岃┎鑲″ぇ骞呰烦姘达紝闁嬬洡寰屽緸鐩ゅ墠12%婕插箙杩呴€熺炕杞夎嚦楂橀仈7%鐨勮穼骞咃紝鍏ㄥ勾鏀跺牨77.01缇庡厓锛岃穼骞?.89%銆?/p>
<p>閲濆皪甯傚牬闂滃績鐨勫埄娼ょ巼鍟忛锛孧ichael Kors棣栧腑鍩疯瀹楯ohn Idol 绋?0%鐨勭嚐妤埄娼ょ巼涓嶅彲鎸佺簩锛屽洜鐐篗ichael Kors濡傛蹇€熺櫦灞曪紝鍏舵姇璩囧嫝蹇呮槸鑸囨棩淇卞鐨勩€備竴瀛ｅ害Michael Kors 鐕熸キ鍒╂饯鐜囬寗寰?0.11%锛岃純涓婂勾鍚屾湡30.82%涓嬭穼70鍊嬪熀榛炪€?/p>
<p>鍙﹀涓€鍊嬬劍榛炴槸搴瓨鍟忛锛孧ichael Kors棣栧腑閬嬬嚐瀹?Joe Parsons 琛ㄧず闆嗗湗搴瓨澧炲箙澶у箙闋樺厛鏀跺叆澧炲箙65.0%锛屽悓妯ｇ敱鏂兼摯寮靛強鍗冲皣鎺ㄥ嚭鐨勯浕瀛愬晢鍕欑恫绔欏皫鑷淬€侸ohn Idol琛ㄧず鍖楃編闆诲瓙鍟嗗嫏缍茬珯浠婂勾绉嬪ぉ鏈夋湜鎺ㄥ嚭锛?鏈堝彲鑳藉氨鏈冩帹鍑猴紝闋愭脯鏈締闆诲瓙鍟嗗嫏鑳藉崰鍒伴浂鍞20%銆備竴瀛ｅ害姝愭床鏂板21闁撲娇寰楁瓙娲茬附鏁搁仈鍒?01闁擄紝璨″勾闋愯▓姝愭床鏂板55闁擄紝鏈締绺芥暩200闁撱€備笉閬嶫ohn Idol鍚屾檪鎵胯獚鐢辨柤绛栫暐閷锛?鏈堜唤鍑虹従婊姺閫犳垚搴瓨鍟忛锛屼甫鏂?鏈堜唤閫茶澶т績閵枫€?/p>
<p>鎿欽ohn Idol 閫忛湶闆嗗湗鐩墠鎵嬭鍜屽皬鐨叿浠ｈ〃闆嗗湗澶х磩70%鍏ㄧ悆鍑堥姺鍞锛岀敺瑁濆拰濂宠鎴愯。绱勫崰鍏ㄧ悆鍑堥姺鍞鐨?3%锛岄瀷瀛?0%锛屾墜琛ㄥ拰鐝犲鍗?%銆侸ohn Idol琛ㄧずMichael Kors灏囧ぇ鍔涚櫦灞曠敺瑁濇キ鍕欙紝灏囧緢蹇湪绱愮磩SOHO鍗€闁嬭ō鐢疯鏃楄墻搴楋紝鐢疯鏃楄墻搴楃殑闀锋湡鐩鏄叏鐞?00闁撳簵锛岄闁撴棗鑹﹀簵闋愯▓鏂?0鏈堜唤闁嬫キ銆?/p>
<p>Michael Kors杩戞湡浠诲懡 Stephane Lafay 鐐轰簽娲茬附瑁佽矤璨┎鍗€鍩熺櫦灞曪紝瑭插競鍫存湭渚嗗彲鑳芥渻鍚堣硣鎴栬€呯洿鐕熴€傚ぇ涓彲鍗€銆侀煋鍦嬨€佹澅鍗椾簽鍜屾境澶у埄浜炵殑閬犳澅甯傚牬涓€瀛ｅ害閫氶亷鐗硅ū缍撶嚐鍟嗘柊澧?闁撴柊搴楋紝绺藉簵閬斿埌112闁撱€侸ohn Idol 琛ㄧず閬犳澅鍦板崁鍚屽簵鏈夆€滃挤鍕佺殑鈥濈殑闆欎綅鏁稿闀凤紝闀锋湡鍙仈鍒?00闁撳簵銆傛棩鏈競鍫翠竴瀛ｅ害鏂板鍥涢枔鏂板簵锛岃┎鍦板崁涓€瀛ｅ害鐕熸敹澧為暦89%鑷?500钀編鍏冿紝鍚屽簵閵峰敭澧為暦48.8%锛岀洰鍓嶆棩鏈競鍫村叡閬嬬嚐41闁撳晢搴楋紝鏈締闀锋湡鐩鐐?00闁撱€?/p>
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