Sky兄，RUSSIA 也有贡献MAGNI 的业绩
可是准确数据不详细。。因为年报说REVENUE 2千多万，可是这里包括中东、PANAMA、NEW ZEALAN。。。

今天老板应该又买入吧

现在应该是赶之前的缺口吧

大家都在赶之前空缺

加上之前有一季没给股息
不懂会不会补回

哈哈哈

SKY兄，股息其实没少。只是上一季度派多。

Srilangka 影响很少很少。

期待下一季度哦！

SKY兄，看你要多少%的利润哦。

老板一直买进，预示下季度应该很好吧
业绩好不是因为成长，而是因为之前挤压的生意赶工造成的。

如果可以去到2.3-2.5你满意就买咯
或者有更好的就放去另一边吧！

比起之前年季度算差
比起上季度又不能比（Q4一般底过Q3）

但好消息是股息有进步。
一般Q3多过Q4（和业绩有关）
但这次相反。

Apparel demand still robust. Sports apparel has been gaining traction, benefitting from the change in consumer trends given the growing interest in sports, health and wellbeing among consumers. Additionally,there has been an increase in demand for stylish and comfortable clothes. While demand from China has dropped due to lockdown measures, the growth in demand from North America, Europe and Asia Pacific has helped to mitigate the impact.

Magni is looking to form a JV with an Indonesian company, mainly to diversify its revenue and production base. While discussion is still in its preliminary stages, we gather that the cost is estimated to be c.USD10-20m, with a target to complete by FY23F

请问Fool兄明白今天的annoucement吗？大老板transferred shares。
但股票是在Tan Poay Teik 名下。Poay Teik 应该是MD Poay Seng的兄弟吧。Transfer给Maybank Nominees ，下一步是不是margin 买股票？

“Transfer of 8,402,000 shares from Tan Poay Teik to Maybank Nominees (Tempatan) Sdn. Bhd. - Maybank Private Wealth Management for Tan Poay Teik”
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3275940

年报：

Garment Capacity and Production Base
The garment segment will continue to expand production capacity to support the potential increase in customer demand for the next three to five years. Concurrently, we also pursuing production locations diversification to have multiple production bases in order to mitigate the risk of production base concentration.

Sept 29 (Reuters) - Nike Inc (NKE.N) cautioned on Thursday that gross margins would remain under pressure through the year as the world's largest sportswear maker joined peers in warning of a blow from ramped up discounts and a rapidly strengthening dollar.

The company's shares, already one of the worst performing Dow components for the year, fell 10% in extended trading.

"We're going to see substantial markdowns this year through the holiday season. But going into the calendar year 2023, I believe inventories will be much lower after the holiday sell through and then the post holiday sales," Morningstar analyst David Swartz said.

我觉得几点值得留意：
1. 虽然公司持有大量净现金，过去派特别息一般只有几分钱。而且公司可能要保留一部分现金为将来设新厂
2. Nike的去库存进展如何
3. 外汇的贡献不会太显著。虽然收入主要是美金，主要成本也是美金。5至7月的季度，外汇相关盈利稍微少于100万，大约是税前盈利3200万的3%。

当然，从长期持有的角度看，这些都不是问题。

EPS提高，所以派息也随之提高（派息率大约是40%）

看回过去几年，一般第3季是revenue最高的季度。固定成本被摊分，operating profit margin 就被提高了。

但去年第3季比较反常。当时的解释是“Lower revenue mainly due to the two weeks long shut down for Chinese New Year and lower sale orders received“

且看下个季度是否可以继续保持增长。