2011年7月19日 星期二

思捷(330)曙光初現?

可能很多人對思捷(330)此過氣股王一點興趣也沒有,不過有一件遲來的回應,與昨日的「初步總結」背道而馳,筆者本著「知無不言」的精神,為各位加料:


買家現身

Just bought a suit there.....2600......high quality....
Services is good.....but not many people as I thought....mostly with people over 30.......no young people there...


市況仍偏淡

另外,筆者昨晚與《金錢大帝》作者金道夫等人聊天。朋友M提起筆者正研究思捷。先生表示,他過去2年沒有光顧此店,而來自H&MZara的競爭太大了…. 據他了解,他的外國朋友也對思捷失去興趣。

另一方面,不時給予筆者意見的E意猶未盡:

Want to say some more:

With this response seems like most of the people are not optimistic with 330. Maybe it's a good time to buy as according to contrarian theory? :-)

With most of the European countries need to take a contractionary fiscal policy to lower the debt level, and that Euro is not expected to appreciate in the medium term given the debt issue, 330's main market is in Europe and thus double hit by the possible slow growth (if at all) and exchange risk.


今日股價跌後回升

無論如何,思捷股價今早隨市跌至20.70元之後,倒升至21.35元收市。

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