標題: CAT對今年經濟提出警訊 [打印本頁]
作者:
mikeon88 時間: 2015-1-27 21:26 標題: CAT對今年經濟提出警訊
MarketsMore: Caterpillar
Caterpillar Just Delivered Some Terrible News For The Global Economy
Wikimedia Commons
Caterpillar just hit Wall Street with some terrible news about the global economy.
Construction equipment giant Caterpillar just reported fourth quarter earnings that missed on profit, though sales just beat expectations.
But the really downbeat part of the company's report was its outlook for 2015, and in pre-market trade following the results Caterpillar shares were down as much as 7%.
In its earnings release, Caterpillar said:
We expect world economic growth to only improve modestly in 2015. The relatively slow growth in the world economy and continued weakness in commodity prices—particularly oil, copper, coal and iron ore—are expected to be negative for our sales.
Caterpillar is often seen as a global economic bellwether as its equipment is used is mining and heavy construction work around the world.
In 2015, Caterpillar expects sales to total $50 billion, down about 10% from 2014's sales of $55 billion.
Caterpillar's profit outlook also hugely missed expectations, with the company expecting full-year earnings per share to total $4.75 when excluding restructuring charges, against current Wall Street expectations for 2015 earnings of $6.67 per share, according to data from Yahoo Finance.
In a statement, Caterpillar CEO Doug Oberhelman reiterated the problems oil will have on the company's results and gave a gloomy outlook on China for next year, saying:
"The recent dramatic decline in the price of oil is the most significant reason for the year-over-year decline in our sales and revenues outlook. Current oil prices are a significant headwind for Energy & Transportation and negative for our construction business in the oil producing regions of the world. In addition, with lower prices for copper, coal and iron ore, we’ve reduced our expectations for sales of mining equipment. We’ve also lowered our expectations for construction equipment sales in China. While our market position in China has improved, 2015 expectations for the construction industry in China are lower."
As for the fourth quarter, Caterpillar earned $1.35 per share when excluding certain items on revenue of $14.24 billion. Expectations were for earnings to total $1.55 on revenue of $14.18 billion. Revenue was down about 1% from the prior year, however.
作者:
kandv124 時間: 2015-1-27 23:46
原帖由 mikeon88 於 2015-1-27 21:26 發表
MarketsMore: Caterpillar
Caterpillar Just Delivered Some Terrible News For The Global Economyhttp://static3.businessinsider.com/image/53c94aadecad0428627ee55f-50-50/myles-udland.jpg
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只聞樓梯響...卻沒有看見人下來
去年喊了好幾次崩盤...都只崩個兩三天...又漲回去了
現在時間104.1.27號 11點43分
美國大盤跌了358點.....
天阿...要跌就給他跌多點吧......我等崩盤...等到都快哭了....
((附帶一提，老師可PO個中文版嗎...英文不是很在行勒...
))
作者:
chuan_heng1019 時間: 2015-1-27 23:58
Google Chrome可以翻譯!!!
[ 本帖最後由 chuan_heng1019 於 2015-1-27 23:59 編輯 ]
作者:
kuenhsieh 時間: 2015-1-28 09:50
雖說不要對景氣有任何的判斷但原物料價格，耐久財都往下走
台灣也出現黃藍燈
但指數依舊高檔不墜
看來人們過度依賴寬鬆了
只要有點危險就鬆一下
一直鬆下去總有天會疲乏彈不回來喔
作者:
EasonKuo 時間: 2015-1-28 11:25
平時買樹葉
跌深買大樹 
作者:
chenleon1 時間: 2015-1-28 15:02
今早已經開始買進第一批！之後會分批買進！
作者:
chenleon1 時間: 2015-1-28 16:25
These 2 Stocks Could Tumble as Oil Prices Fall (Surprise: They're Not Oil Stocks) 景氣不樂觀!By Neha Chamaria | More Articles | Save For Later
December 4, 2014 | Comments (0)
If you're a Caterpillar (NYSE: CAT ) or Manitowoc (NYSE: MTW ) investor, brace for a tough time ahead. The sharp slump in oil prices may have sent energy investors scurrying for cover, but you could lose big too as an investor in either of these heavy-machinery stocks. And it could get pretty ugly. I'll tell you why.
Manitowoc is already feeling the heat
Why should lower oil prices hurt a company that specializes in cranes and foodservice equipment? Diversity is to blame.
Despite strong U.S. construction markets, Manitowoc's crane sales slipped nearly 9% year over year during the nine months through September, thanks to weak demand for rough-terrain cranes and boom trucks. These off-road crane products are primarily used by refineries and petrochemical plants for energy projects. While Manitowoc cranes serve several end markets, energy ranks among its primary markets, as evidenced below.
Data source: Manitowoc Presentation at Robert W. Baird Industrial Conference, November 2013. Chart by author.
Sluggish demand from the oil and gas industry has already been exerting pressure on Manitowoc's top line for some quarters now. If oil companies hold back projects, rough-terrain crane sales could screech to a halt, leaving Manitowoc in a lurch.
http://www.fool.com/investing/general/2014/12/04/these-2-stocks-could-tumble-as-oil-prices-fall-sur.aspx
The Manitowoc Company, Inc. (MTW) is a multi-industry, capital goods manufacturer. MTW operates in two markets: Cranes and Related Products (Crane) and Foodservice Equipment (Foodservice). Crane is a provider of engineered lifting equipment for the global construction industry, including lattice-boom cranes, tower cranes, mobile telescopic cranes, and boom trucks. Foodservice is a manufacturer of commercial foodservice equipment serving the ice, beverage, refrigeration, food-preparation, and cooking needs of restaurants, convenience stores, hotels, healthcare, and institutional applications. Its Crane products are marketed under the Manitowoc, Grove, Potain, National, Shuttlelift, Dongyue, and Crane Care brand names. In January 2014, Manitowoc Co Inc completed the sale of its 50% interest in its Chinese joint venture Manitowoc Dong Yue Heavy Machinery Co., Ltd. Effective June 26, 2014, Relational Investors LLC acquired an 8.517% interest in the MTW.
作者:
chenleon1 時間: 2015-1-28 17:04
強勢美元令美企哀嚎！卡特彼勒暴跌、創2.5年新低
美國財長Jacob J. Lew上週還重申強勢美元對美國有利、本週馬上遭到卡特彼勒(Caterpillar Inc.)執行長Doug Oberhelman打臉。美國股市27日的重挫讓許多投資人驚覺，美國企業得付出裁員代價才能抵銷強勢美元的負面效應........
http://goo.gl/DWKqas
作者:
kaka 時間: 2015-1-28 17:12
執行長真好當生意做不好就怪美元愛搞怪
作者:
lance 時間: 2015-1-29 00:58
DE也裁員啦 !
作者:
kaka 時間: 2015-1-29 12:01
我也曾經替Caterpillar衝過營收..
鞋子也是Caterpillar做的
鞋子的顏色與怪手的顏色相同
品質相當好,價格也高
是從工作鞋改成的休閒鞋
原本也是Caterpillar公司設計給工作人員穿的
結果越做越大....
[ 本帖最後由 kaka 於 2015-1-29 12:03 編輯 ]
作者:
kaka 時間: 2015-8-29 09:59
CAT 也越來越便宜了……現在低於Mike的買進價格，預期報酬率也還OK…
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