乐购CEO即将卸任

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发生了什么?

美东时间周三,英国零售公司乐购Tesco可谓打了一记双响炮:这家英国最大的零售商品连锁店公布了上半年成绩优异的财报,同时,该公司备受赞誉的CEO宣布将离职。

这意味着什么?

乐购的CEO在五年前就任时,该公司正面临降低商品价格以应对来自多家折扣连锁店的竞争压力。他的第一项任务是清理该公司2014年财务造假丑闻留下的烂摊子。(乐购的著名口号是“欢乐购物每一天”,看来当时该公司似乎太“欢乐”了。)

然而本周三(美东时间),乐购公布了上半年财报,利润同比增加25%,股息也上涨了60%。更重要的是,乐购上半年的利润率为3.7%,正中了乐购CEO此前设定的3%到4%的增长目标。他也许狡黠一笑得说一句“完工!”,接着在牛奶盒上写下自己的辞呈。

为何我需要关注?

市场:活跃的交易者们,起床了!

那些试图先发制人的“活跃“交易者们如今正密切关注着新上任CEO的计划。这些新计划将怎样引导乐购股票的走向还有待观察。自2014年9月以来,乐购的股票跑赢了英国市场上30%的股票。“活跃”交易者们的决定也会影响到“被动”投资者。“被动”投资者们一般通过购买例如交易所基金等产品,来关注一组特定的英国或全球市场上的股票。正因为乐购的股票代表了1%的英国市场,乐购的表现自然会影响到被动投资者的投资。

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