联邦快递第二财季利润或下滑31% | 播客《Numbers》
主持人:尼古拉斯·贾辛斯基(Nicholas Jasinski)
编辑 | 郭力群
2019-12-18 15:45:16
从该公司和其他同类公司的业务表现可以衡量整体经济的运行状况。

FedEx’s Earnings are Expected to have Dropped 31%

预计联邦快递利润同比下降31%

—from a year ago. The shipping company reports its fiscal second-quarter results after the close of trading today.

这家快递服务公司将在今日(12月17日)收盘后公布第二财季财报。

And investors have two big reasons to pay attention. Along with other shipping companies, FedEx’s business can act as a gauge of how well the economy is doing. Essentially, are people buying things and having them delivered?

投资者有两大理由应该关注联邦快递(FedEx, FDX)的财报。从该公司和其他同类公司的业务表现可以衡量整体经济的运行状况。这些公司的业务表现可以透露这样一个问题:消费者还在继续消费而且使用快递服务吗?

Secondly, FedEx (FDX) has been facing new competition. Online retail giant Amazon.com (AMZN) has been getting into the delivery business. Earlier this year, FedEx cut ties with the company.

其次,联邦快递面临着新的竞争。网上零售巨头亚马逊(Amazon.com, AMZN)已涉足送货业务。今年早些时候,联邦快递与亚马逊断绝了业务往来。

And on Monday, Amazon blocked its third-party sellers from using some FedEx services for Prime deliveries. That’s all made investors wonder how it could shake up FedEx’s business. The stock is down 16% since the spring.

周一(12月16日),亚马逊禁止其第三方卖家使用FedEx的部分服务为Prime送货。投资者想了解这会给联邦快递的业务带来怎样的影响。自春季以来,联邦快递累计下跌了16%。

One Index of Stocks From Across Europe has Climbed 24%

斯托克欧洲600指数今年飙升24%

—this year. On top of that the index (The STOXX Europe 600 index) hit a milestone on Monday: it closed at a record high for the first time in over four years. It’s been a better year for the S&P 500 index, which has climbed 27%. The index of large U.S. companies has also hit 29 record highs in 2019.

而且该指数周一(12月17日)达到了一个里程碑:四年来首次收于历史新高。对于标普500指数来说,今年是更好的一年,该指数已经攀升了27%。这只指数在2019年还创下了29个纪录新高。

But that could change in 2020. Several strategists see greater opportunities to invest outside the U.S. next year. They’re attracted to cheaper valuations – and the chance for economic growth to improve in regions like Europe and Asia next year.

但这一切可能会在2020年发生变化。一些策略师认为,明年美国以外的投资机会会更好。吸引他们的是较低的估值,欧洲和亚洲等地区的经济增长前景也有望改善。

Pacific Gas and Electric Stock (PCG) Fell 14.4% on Monday

PG&E周一暴跌14.4%

The shares declined because California governor Gavin Newsom sent the company back to the drawing board to write a new reorganization plan.

该股下跌是因为加利福尼亚州州长加文·纽瑟姆(Gavin Newsom)要求该公司重新制定重组计划。

Newsom also wants governance changes at the utility and to make changes to its financing plan.

纽瑟姆还希望这家公用事业公司对公司治理和融资计划进行调整。

That could hurt PG&E stock’s valuation. Governor Newsom took issue with its plan to raise money from investors—it burdens the company’s balance sheet with too much debt and not enough new shares, he said. Existing owners, meanwhile, worry that new shares will dilute their stakes.

这可能会损害PG&E股票的估值。纽瑟姆对其从投资者那里筹集资金的计划提出质疑,因为该计划会让该公司承担过多债务,而新股数量却不足,他说。同时,该公司现有股东则担心发行新股会稀释他们持有的股份。

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12月17日报道“FedEx Is Expected to See 31% Drop in Earnings, 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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