Dollar General今年迄今累计飙升46% | 播客《Numbers》
主持人:尼古拉斯·贾辛斯基(Nicholas Jasinski)
编辑 | 郭力群
2019-09-04 14:48:51
Dollar General股票表现不错的一个原因是,在上一次经济衰退期间,该公司业务表现良好。在有关经济增长的担忧升温之际,这是投资者所关心的问题。

Boeing Could Deliver 82 737 MAX planes to North American Airlines

波音第四季度或向北美的航空公司交付82架737 MAX飞机

—in the fourth quarter. The company expects regulators to allow the grounded airplane to return to service by the end of the year.

波音(Boeing, BA)希望监管机构能够允许目前禁飞的737 MAX飞机在年底前恢复飞行。

The rush of deliveries could increase the number of MAX jets in service in North America by 70%. Add that to airlines’ existing plans to grow their fleets, and the industry could see a major increase in capacity in 2020.

上述交付量可能会推动北美地区服役的MAX飞机数量增加70%。此外,航空公司还计划扩充现有机队,因此2020年航空业运力可能会大幅上升。

One analyst sees the jump coinciding with a slowing global economy and less demand for travel. That’s a recipe for cheaper airfares.

一名分析师认为,运力上升恰逢全球经济放缓和旅游需求减少之际,这意味着机票可能会降价。

The “Theatrical Window” is 90 Days

“电影发行窗口期”为90天

That’s how many days movie theaters get to show new films before studios can distribute them elsewhere. The so-called exclusive “theatrical window” is a long-time convention in the movie industry.

“电影发行窗口期”是指制片方在其他渠道发行电影之前电影院率先放映新影片的天数。所谓的独家“电影发行窗口期”是电影行业的长期惯例。

Now it’s at the center of a battle between Netflix (NFLX) and movie theater chains like AMC Entertainment Holdings (AMC) and Cinemark Holdings(CNK).

现在,“电影发行窗口期”成为Netflix (NFLX)与AMC Entertainment Holdings (AMC)以及Cinemark Holdings (CNK)等连锁影院争夺战的中心问题。

A Netflix-produced, Martin Scorsese-directed crime film is set to debut in a handful of theaters on Nov. 1, then stream less than a month later -- effectively shrinking the theatrical window. Because of that, the big theater chains have refused to show it.

一部由Netflix制作、马丁·斯科塞斯(Martin Scorsese)导演的犯罪影片将于11月1日在少数几家影院首映,不到一个月后会在其他渠道发行,缩小了“电影发行窗口期”,正因为如此,一些大型连锁影院拒绝放映这部影片。

Dollar General Stock Rose 11% on Thursday

8月29日Dollar General股价飙升11%

The discount store chain posted surprisingly strong sales and operating earnings for its second quarter. Dollar General has been one of the few winners in retail this year. It has actually expanded its store base even as other bricks-and-mortar chains have been closing locations.

这家折扣连锁店第二季度销售额和营运利润表现强劲,令投资者颇感意外。Dollar General是今年零售业为数不多的赢家之一。虽然其他实体连锁店一直在陆续关门,但Dollar General却得以扩大门店数量。

One reason for Dollar General’s stock success is that its business did well during the last recession. That’s something investors look for when anxiety about the economy is growing. Dollar General has proven to be a winner when consumers cut back on spending. No wonder the stock is up 46% in 2019.

Dollar General股票表现不错的一个原因是,在上一次经济衰退期间,该公司业务表现良好。在有关经济增长的担忧升温之际,这是投资者所关心的问题。当消费者削减支出时,Dollar General已经证明自己没有受到太多不利影响,难怪该股今年已经累计上涨了46%。

翻译 | Anqi

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8月30日报道“Podcast: Dollar Store’s 46% Gain, 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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