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yap yap
's comment on
MFLOUR
.
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yap yap
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强马币对mflour 影响不大,公司已经做好了对冲。马币涨5%才多赚100多万。马币跌5%也才亏100多万。最主要是越南和马来西亚餐厅开得很多,面粉需求应该会好, 印尼应该不会亏钱。kfc生意开始回来了,boycott 没有了。公司已经升级全自动化,成本优化了,明年马来西亚粮食政策好像要免税。期待公司能把dividend 能 up到 8sen 。。#cfo mr yeap 识做啦,新官上任
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