谈几点我对福寿园中报预警的思考

昆仑侠
Aug 06

福寿园公司发布中报预警,预计亏损 2.35-2.65 亿。公司公告是三个原因:1、宏观经济和客户消费更加谨慎使得业绩下滑;2、部分子公司因不同税务原因导致税务成本上升;3、商誉和资产减值。4、同时表示扣非后净利润率保持在较高水平。简单说一下我的观点:1、 因为去年底开始行业整顿,墓地出售价格受到窗口指导,公司此前预计营收下降 10%,墓地均价下降 25%,没想到直接给干亏了 2.5 亿左右。2、 ...

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