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楼主: Snooze

各行各业的你,市况如何?

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发表于 27-10-2008 02:56 PM | 显示全部楼层
原帖由 Snooze 于 26-10-2008 01:09 PM 发表
我在药剂原料制造厂做accounts的,美国和欧洲为主要市场,订单有点下降,大概5-10%。

我主要是想知道各行业目前的情况。


我从事空间商,最近生意还不错。
可能经济没有影响到我,哈哈。
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发表于 27-10-2008 03:12 PM | 显示全部楼层

回复 61# wwloon32 的帖子

wwloon兄,
请问什么是空间商??
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发表于 27-10-2008 03:41 PM | 显示全部楼层
原帖由 宇晴 于 27-10-2008 12:11 PM 发表



Fairchild知道但是没有接触。

AMD在我公司对面罢了。
主要生产processors & motherboard chipsets.
之前有请人哦!但是业务状况我也不大清楚。

还有一间Spansion,
是AMD & Fujitsu的 joint-venture. ...




可以透露更多消息吗?
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发表于 27-10-2008 03:58 PM | 显示全部楼层
原帖由 lumianic 于 27-10-2008 03:41 PM 发表

可以透露更多消息吗?


我讲的是"据我所知"...我也不懂是不是正确。
你要怎样的消息呢?

这里很多槟城人,我也怕自己大大声,自作聪明。。。
不介意的话也是可以PM聊。
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发表于 28-10-2008 12:56 PM | 显示全部楼层
原帖由 chong--kl 于 27-10-2008 12:23 PM 发表
我不在马来。
我在 美国打黑工(sorry),作waiter.
已经很多餐馆关门了。没关的有的要卖, 有的想方法cut cost。
我有几个朋友开始失业了2个月还没找到工。
客人上餐馆吃饭的也少了,给的小费也少了很多。
但是卖 ...


你人在美国,感受比较深。野火已经蔓延到 main street。

目前来说,大马还没有这种情况。

门市销售顶多是差一些。囤货量越来越高。很多商家的 turnover 比往年要少 50% 以上。
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发表于 28-10-2008 01:01 PM | 显示全部楼层
原帖由 过路客 于 28-10-2008 12:56 PM 发表

很多商家的 turnover 比往年要少 50% 以上。


没说清楚。

这个 turnover,并非指营业额 turnover,而是年度销售对现有囤货的 turnover。
有的商家以“月”来作数量词。

比如说,“ turnover 有 9个月(货)。”
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发表于 28-10-2008 01:25 PM | 显示全部楼层
我觉得做电子业的不会比金融业的来得残吧??
但好像没有银行打工的人来诉苦。。。
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发表于 28-10-2008 01:53 PM | 显示全部楼层
原帖由 宇晴 于 27-10-2008 12:11 PM 发表
Fairchild知道但是没有接触。

AMD在我公司对面罢了。
主要生产processors & motherboard chipsets.
之前有请人哦!但是业务状况我也不大清楚。

还有一间Spansion,
是AMD & Fujitsu的 joint-venture. ...


Spansion 还没有shut down。
他们的定单也是一样一个星期三到四次。
他们还有两间是nation gate和Esquel。
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发表于 28-10-2008 04:55 PM | 显示全部楼层
新闻。

Oct 23rd 2008 | HONG KONG
From The Economist print edition
The credit crisis is hitting Asia where it most hurts—trade

On October 20th CITIC Pacific, a Chinese conglomerate, stirred fears about the hedging strategies of companies across the region when it revealed a potential $2 billion loss caused by a bad bet on currencies. It is being investigated by Hong Kong’s authorities amid concerns that it failed to reveal the loss quickly enough.

Also, two big Chinese companies, Smart Union, a toymaker, and FerroChina, a steelmaker, have gone into default this month, as have three Hong Kong retailers. Each, unable to find funding, had become increasingly slow to pay its suppliers. That problem is becoming pervasive, says the regional manager of an industrial-packaging operation, which puts an additional squeeze on business prospects.

Technically, the local banking system in Asia should be healthy enough for banks to continue to lend. With the exception of those in South Korea, Australia and Pakistan, most banks can finance all their loans with deposits, which puts them less at risk from strained money markets. They are well capitalised and profitable. That, however, has not stopped fear-induced glitches. Several weeks ago, Chinese banks briefly cut off credit to international banks before the government intervened. At least one Hong Kong bank is still holding back from resuming normal credit transactions with its American counterparts.

International banks are being even tougher with their clients. An executive at a big global bank says that credit lines are being trimmed, except for those to the largest and most established businesses. There are three reasons for this. The most important is that many banks do not have the funds to lend: the massive charges taken for bad loans in their home markets have reduced capital, even after the recent lifelines from Western governments and a few brave investors. Banks are also hoarding their cash, aware how precious it is. Risk, too, is being repriced, even in areas as supposedly safe as trade credit.

That is where Asian companies are most vulnerable. Instead of relying on broad capital markets as is common in American and Europe, they seek credit in more traditional ways: bank loans, the sale of discounted receivables, and letters of credit. One trading company based in China says the collateral required for a letter of credit—typically a safe kind of loan because it involves merely delivering something to a customer—has jumped from 25% to 50% of the stated amount. An odd beneficiary of this squeeze has been the dollar, since orders are increasingly being settled in cash.

In recent weeks, talk has grown of container-loads of goods unable to travel to America and Europe because they cannot be financed. More recently, there have been reports that traffic is stalled the other way. Several ship brokers refer to a vast order of scrap metal stuck on America’s West Coast that was bound for China. Some of the disruption is an inevitable consequence of faltering demand as the world economy slows; some traffic will be liberated as a result of the thaw in interbank-lending markets. A good measure of the environment is the spot rate for carriage on container ships; it has crashed. These same rates in the forward market suggest only the most modest recovery in years to come. There is little reason to hope confidence in Asia will rebound soon.

http://www.economist.com/finance ... m?story_id=12480879
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发表于 28-10-2008 05:12 PM | 显示全部楼层
原帖由 OhIsU 于 28-10-2008 01:53 PM 发表
Spansion 还没有shut down。
他们的定单也是一样一个星期三到四次。
他们还有两间是nation gate和Esquel。


我已经解释很多次shut down不是关闭的意思了。。。

为了shut down这个字,收到很多短消息。我只能说:很无奈。
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发表于 28-10-2008 05:16 PM | 显示全部楼层
我的公司就是遇到这个问题。。。

//In recent weeks, talk has grown of container-loads of goods unable to travel to America and Europe because they cannot be financed//

以前,我们都是用船航公司offer的contract rate. 现在的情况是,市场波动太大,我们预测不了下一季的volume,只好用每个礼拜的spot rate. 大的船航公司卖大包,减价促销container来维持顾客导致很多小型的box operator都生存不下去。。。
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发表于 28-10-2008 05:18 PM | 显示全部楼层

回复 71# pipi88 的帖子

手头紧的公司会耐不久,如果倒闭倒债又将是恶习循环。。。

One trading company based in China says the collateral required for a letter of credit—typically a safe kind of loan because it involves merely delivering something to a customer—has jumped from 25% to 50% of the stated amount.
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发表于 28-10-2008 09:15 PM | 显示全部楼层

回复 72# Mr.Business 的帖子

对,letter of credit很重要..

我们现在都不敢给顾客credit term, 全部是cash against documents...

虽然会得罪些顾客,但是好过公司追不回钱。这样下去,很多小型企业真的会离不开倒闭的命运。
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发表于 28-10-2008 09:49 PM | 显示全部楼层
山芭佬呢行就真的很差.每天"坐工"等放工.都不知几时会给老板炒尤..
D外快重死,烂铁没价,1KG才五毛钱查.阴功.

今天和一位做汽水SALES(Dxxxho)的朋友倾计.他说他老板已经将厂搬去泰国了.现在原本在大马的厂只是拿来做STORE.
山芭佬当然好奇甘问下点解啦,原来有人想屈他老板的30%股权.所以他老板不就走去泰国咯...
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发表于 28-10-2008 10:07 PM | 显示全部楼层
原帖由 宇晴 于 27-10-2008 01:04 AM 发表
其实,很多公司都说在expand, 登征聘广告。。。
实际上,是没有interview人的。。。
在MNC任职HR Recruitment的人应该很清楚,这是大公司的策略之一。

举手发问,为什么呢?
我不大明白为什么只登征聘广告却完全不Interview人,
到底是什么策略?
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发表于 28-10-2008 10:32 PM | 显示全部楼层
我來回報些鋼鐵的信息...
板材持續低迷,本地外地客戶統統消失無踪....
还沒消失的,就希望你能把貨"送"他...或是....要維持關係的...隨便買一~二噸...
机器產能降到約50%,原料庫存高漲,都是前幾個月olmypic時買下的高價原料.(-50%)
想買鋼鐵股的,現在还不是時候,價仍在掉,完全看不到前方,今年下半年不虧錢的很難,

順便想請問一下專家,
像這種原料高價,做一噸虧一噸的情況,短期成品漲價無望
在帳目上,仍算是公司資產,價值是買入價嗎,还是得貶值,
假如做成庫存,又如何嗎?
這些可以從公司帳那邊看出來呢?

[ 本帖最后由 jenefer 于 28-10-2008 10:43 PM 编辑 ]
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发表于 29-10-2008 12:01 AM | 显示全部楼层
原帖由 tan81 于 27-10-2008 01:14 AM 发表


我找到了。你是指这一句? 不可以随便讲。因为重点是最后一句。

我们的确有计划结婚。不过,是那种结婚后,也不一定买房子的决定。
我们打算创造出足够房子供款的被动现金流,才买。
接下来一、二 ...

哈哈,哥仔呀哥仔。
到時記得留返三兩圍俾 cari d 吹水王啊。
順便同你慶祝,我們又有得吹水,一舉兩得。
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发表于 29-10-2008 12:21 AM | 显示全部楼层
What Happened in September?
-250 of 381 US Metro economies contracted during September
-Auto sales declined, retail sales declined, capex fell
-Continued payroll declines & credit market instability



来源:公司内部资料

公司拟定的策略是:大鱼吃小鱼,小鱼吃虾米。
不管对个人或是公司而言,现金就是王!
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发表于 29-10-2008 12:24 AM | 显示全部楼层

回复 58# goodluck88 的帖子

真的吗,有人介绍吗,我住seri petaling,我想换一个门。
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发表于 29-10-2008 12:27 AM | 显示全部楼层
原帖由 stenny 于 28-10-2008 09:49 PM 发表
山芭佬呢行就真的很差.每天"坐工"等放工.都不知几时会给老板炒尤..
D外快重死,烂铁没价,1KG才五毛钱查.阴功.

今天和一位做汽水SALES(Dxxxho)的朋友倾计.他说他老板已经将厂 ...


不被屈30%的股权才怪啦!谁叫你是华人! 什么大马政策,整天换汤不换药做人死
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