如何投资每年需求量达300万吨的鲑鱼养殖行业? | 播客《Numbers》
主持人:本·沃尔什(Ben Walsh)
编辑 | 郭力群
2019-11-06 18:03:46
随着生活水平上升,人们希望吃得更健康,这意味对鲑鱼的需求会升温。

Three Million Metric Tons of Salmon is Farmed or Caught

每年养殖或捕捞的鲑鱼重达300万吨

—each year. And most of the U.S. market is supplied with farmed salmon. How to invest in salmon? Look to Norway, the Northern European country that dominates global salmon farming. The Norwegian company Mowi and other leading producers are publicly traded.

美国市场上的大部分产品都是人工养殖的鲑鱼。那么该如何投资鲑鱼?可以考虑一下挪威的公司,这个北欧国家主宰着全球的鲑鱼养殖。挪威公司Mowi和其他领先生产商都是上市公司。

Salmon is, of course, relatively expensive. But consumer demands are shifting in its direction. As David Marcus, a fund manager put it in this weekend’s Barron’s: “As the world gets wealthier, people want to eat healthier and that means more salmon.”

当然,相比之下鲑鱼的价格比较高,但消费者对鲑鱼的需求正在增。正如基金经理大卫·马库斯(David Marcus)在本周末(11月2日至3日)出版的《巴伦》文章中所言:“随着世界变得更加富裕,人们希望吃得更健康,这意味对鲑鱼的需求会升温。”

Investors Expect Uber to Lose 70 Per Share

投资者预计优步第三季度每股亏损70美分

—in the third quarter. The ride-hailing company reports earnings after the market close today. So far, Uber Technologies Inc. (UBER) has had a tough time as a public company – its stock trades around $31 a share, down from its IPO price of $45.

今日(11月4日)股市收盘后这家叫车公司将公布财报。上市后到目前为止,优步(Uber Technologies, UBER)经历了一段艰难的时期——目前股价在31美元左右,低于45美元的IPO价格。

The problem, of course, is that Uber loses money. Lots. of. Money. Investors will be watching for signs that the company can show a path to profits. That likely means cost-cutting and a bigger focus on businesses like Uber Eats.

当然问题在于优步还没有盈利,该公司的规模规模非常大,投资者将密切关注优步能否实现盈利的迹象。这可能意味着该公司需要削减成本,更多地关注像Uber Eats这样的业务。

Insurance Companies Paid Out $24 Billion Dollars

保险公司向2017年和2018年加州森林大火受害者赔付240亿美元

—to California homeowners to cover their losses from wildfires in 2017 and 2018. And the cost of wildfires is rising. That’s likely to make it harder—and in some cases, impossible—for homeowners in California to insure their homes.

而且森林大火造成的代价还在上升。这可能会导致加州的一些房主更难为自己的房屋上保险,在某些情况下甚至不可能上到保险。

After big payouts from 2017 and 2018, insurers declined to write policies on tens of thousands of homes in high-risk areas. With big fires raging right now, total damages are likely to keep rising—and with it, the number of homes left uninsured because insurance companies won’t touch them.

在为2017年和2018年的火灾赔付了巨额资金后,保险公司拒绝为火灾高发地区数以万计的房屋承保。目前大火仍在肆虐,总的损失可能会继续上升,这样的结果就是,因保险公司不愿涉足而未投保的房屋数量也会增加。

翻译 | 小彩

版权声明:

《巴伦》(barronschina) 原创文章,未经许可,不得转载。英文版见2019年11月4日报道“Podcast: 3 Million Metric Tons of Salmon, and Two More Numbers to Know”。

(本文内容仅供参考,投资建议不代表《巴伦》倾向;市场有风险,投资须谨慎。)

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