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中资企业出海拉美非洲潮涌 本地化收款挑战如何破局
Jing Ji Guan Cha Bao· 2025-06-04 10:29
(原标题:中资企业出海拉美非洲潮涌 本地化收款挑战如何破局) 随着中国与拉美非洲地区的经贸往来日益密切,巴西支付服务机构——EBANX亚太区商业副总裁于翔 发现进军拉美非洲地区的中资企业日益增多。 "以往,我们服务对象主要是中资大型跨境电商平台。如今,中资B2B贸易平台、游戏、社交媒体、 SaaS服务企业都在布局拉美非洲市场。"他告诉记者。 但是,如何解决本地化支付与销售回款,正成为中资企业布局拉美非洲市场普遍遭遇的一大难题。 由于拉美非洲地区信用卡普及度不高,近年众多本地支付方式纷纷兴起且呈现高度碎片化的竞争格局。 这令众多中资企业骤然发现,自己若不接入众多本地支付方式,就难以触及当地消费者与打开销路;反 之若接入众多本地支付方式,又是一项复杂且繁琐的工作。 这令众多跨境支付机构嗅到商机。 Airwallex空中云汇完成对墨西哥支付服务提供商MexPago公司的收购,且在巴西获得支付牌照,着手解 决中资企业布局拉美市场的本地收款与资金分发等支付问题。 于翔告诉记者,EBANX通过聚合支付方式,集成拉美非洲众多国家约200种本地主流支付方式,涵盖信 用卡、现金券、移动货币(短信支付)电子钱包、即时支付与先买后 ...
直击雅戈尔股东大会:董事长李如成回应业绩下滑、转型收购
Xin Lang Cai Jing· 2025-05-20 08:04
登录新浪财经APP 搜索【信披】查看更多考评等级 记者 | 沈溦 昔日以地产和投资"闻名",却被调侃不务正业,如今砍去地产,不再"炒股",却面临连续四年净利润下滑,深度调整中 的雅戈尔(600177.SH),如何应对"中年危机"? 近日,雅戈尔2024年股东大会召开,面对外界的担忧,74岁"老帅"李如成表示退出房地产并逐步减少财务性投资是大环 境下的顺势而为,"对经营业绩影响很大,但对企业是顺应经济形势不得不做的事。" 回归主业方面,李如成指出,服饰行业低迷或是长期现象,但雅戈尔在完成大额渠道建设和品牌收购磨合期之后,2025 年将会是逐步见底回升的阶段。 在服装行业需求偏好转变的趋势下,李如成坦言,雅戈尔老三样(西服、衬衫、西裤)已经"老化",在主品牌基础上, 运动户外、休闲、女装、童装、潮牌都要加快培育步伐,也会通过收购不停扩充品类,而稳健经营依然是雅戈尔的宗 旨。 2021年至2024年,雅戈尔净利润已连续四年下滑,2024年净利润27.67亿元,较2020年同期跌超40亿元。 值得注意的是,面临网购平台兴起、消费者对高性价比商品偏好日益凸显。传统男装品牌在2024年竞争愈发激烈,如七 匹狼(00202 ...
目标价升至220美元!DoorDash(DASH.US)强劲业绩获大摩力挺 但Deliveroo收购还需自证
智通财经网· 2025-05-08 09:02
DoorDash核心业务持续展现出强劲的增长势头。2025年第一季度,其调整后的EBITDA超出预期4%, 第二季度的指引也高于市场预期5%。 大摩指出,DoorDash的财报未观察到宏观经济疲软的迹象,用户群体健康,盈利能力随着规模扩大持 续提升。基于这些积极表现,该行预计DoorDash 2026年的总订单价值(GOV)和调整后EBITDA将分别增 长1%和2%。 智通财经APP获悉,摩根士丹利发表研报表示,美国外卖巨头DoorDash(DASH.US)最新公布的业绩显示 公司核心业务表现强劲,盈利持续改善,因此该行将其目标价上调至220美元,维持"增持"评级。不 过,该行认为,DoorDash同时宣布收购Deliveroo的交易还需得到验证。 核心业务表现强劲 竞争格局与行业影响 在竞争格局方面,Uber Eats是Deliveroo在英国和法国市场的主要竞争对手,其增长速度约为Deliveroo的 两倍。因此,大摩认为,DoorDash收购Deliveroo后如何优化投资和战略重点,以提升竞争力、实现现 金流持续增长,备受市场关注。 收购战略引发市场关注 同时,由于DoorDash和优步已经分别进行了 ...
众信旅游2024年年报解读:营收净利大幅增长,多风险并存需关注
Xin Lang Cai Jing· 2025-04-28 19:57
Core Viewpoint - In April 2025, the company reported significant financial growth for the year 2024, with a notable increase in net profit and cash flow, while also facing various risks and challenges [1] Financial Metrics Summary - Revenue for 2024 reached 6,455,113,793.27 yuan, a 95.70% increase from 3,298,487,387.88 yuan in the previous year, driven by a full recovery in the tourism market [2] - The wholesale tourism revenue was 4,793,326,984.18 yuan, up 136.43%; retail tourism revenue was 745,595,955.24 yuan, up 59.83%; integrated marketing service revenue was 869,836,054.79 yuan, up 11.61% [2] - Net profit attributable to shareholders was 105,918,494.95 yuan, a 228.18% increase from 32,274,227.71 yuan; net profit excluding non-recurring items was 105,173,136.70 yuan, up 1053.47% [3] - Basic and diluted earnings per share both increased to 0.108 yuan, a growth of 227.27% from 0.033 yuan [4] - Sales expenses rose to 547,586,109.95 yuan, a 103.29% increase, while management expenses grew by 19.40% to 126,722,099.38 yuan; financial expenses decreased by 44.11% to 8,679,182.77 yuan [4] Cash Flow Summary - Net cash flow from operating activities was 347,407,687.74 yuan, a 104.45% increase from 169,918,987.17 yuan, indicating improved cash generation capability [5] - Net cash flow from investing activities was 1,926,381.16 yuan, a significant recovery from -88,353,656.74 yuan in the previous year [5] - Net cash flow from financing activities was -287,436,825.55 yuan, reflecting adjustments in funding and repayment strategies [5] Risk Factors Analysis - The company faces macroeconomic volatility risks, as tourism is significantly influenced by economic indicators such as GDP and disposable income [6] - Increased market competition poses a challenge, necessitating continuous innovation and service optimization to maintain competitive advantage [8] - The company is also exposed to risks from uncontrollable factors such as political, economic, and natural events that can impact travel choices [9] - Service quality control risks are present, as maintaining high service standards is crucial in the tourism industry [10] - Currency fluctuation risks exist due to the nature of the business, which involves foreign currency procurement [11] - Acquisition and integration risks are associated with cross-border mergers and acquisitions, which may not yield expected benefits if not managed properly [12] Management Compensation - The total remuneration for the board of directors, supervisors, and senior management was 3.3174 million yuan, with the chairman and CEO receiving a pre-tax total of 720,000 yuan, reflecting a performance-linked incentive mechanism [13]
Waste nections(WCN) - 2025 Q1 - Earnings Call Transcript
2025-04-24 19:05
Waste Connections, Inc. (NYSE:WCN) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Ronald Mittelstaedt - President and Chief Executive Officer Mary Anne Whitney - Chief Financial Officer Conference Call Participants Tyler Brown - Raymond James & Associates, Inc. Adam Bubes - Goldman Sachs Trevor Romeo - William Blair & Company Yehuda Silverman - Morgan Stanley James Schumm - TD Cowen Sabahat Khan - RBC Capital Markets Noah Kaye - Oppenheimer & Co. Inc. Bryan Burgmeier - Citig ...