怎样写投资报告
文章来源: 文章作者: 发布时间:2006-12-20 00:24 字体: [ ]  进入论坛
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 投资是商务运作中的一个重要环节。在决定投资之前要做详细的调查研究,写成报告供公司决策人员参考。下面我们来看看李小姐是怎样写报告的。

  写之前列一个提纲是非常有帮助的,可以防止遗漏要写的内容:

  1. 此报告就是否购买凯乐格公司(Kellogg Company)股票提出个人建议供有关人员做投资决策时参考;

  2. 凯乐格公司是一家从事食品生意在国内市场居领先地位的跨国公司,现在在开发新产品以满足各种不同的营养需求和不同的顾客个人爱好;

  3. 该公司现拥有42%的市场份额,并仍在通过广告攻势扩大市场份额;

  4. 尽管公司仍以谷类食物为主,但正谨慎地实施着产品多样化的计划,包括冷冻食品;

  5. 2003年公司的销售额增长了约16%,达45亿美元,而上一年则为37.8亿美元,这已是连续36年的销售增长。利润增长了约14%,达到3.48亿美元,而前一年为2.89亿美元;

  6. 由此可见,公司的财政状况是非常好的,销售额和利润均多年连续增长;购买该公司的股票将是十分明智的投资决策。

  下面是李小姐写的报告梗概:

  To: Related Investors1

  From:

  Date: 6 March 2004

  Introduction

  Kellogg Company, a multinational2 company and a national leader in the ready-to-eat cereal business, has been developing new kinds of products to meet the different nutritional3 needs and personal preferences of consumers. The research and development activities are conducted at its headquarters. The purpose of this report is to provide you with financial data necessary to make your investment decisions and to offer my recommendations.

Findings

  Kellogg Company commands 42% of the ready-to-eat cereal market. It is attempting to expand its market share by using advertising4 campaigns. Although its sales strategy still puts cereal first, Kellogg is responding to the challenges to its traditional business by undertaking5 a cautious diversification6 program involving the technology of frozen foods.

  In 2003, sales went up by 16% to $4.5 billion compared with $3.78 billion the previous year. This is the thirty-sixth consecutive7 year that sales have increased. Earnings8 rose by 14% to $348 million compared with $2.89 million the previous year.

Conclusions and Recommendations

  The company's financial position is clearly very strong. It has experienced a steady growth in both sales and earnings. It is my opinion, therefore, that buying Kellogg Company's stock would be a very wise investment.



点击收听单词发音收听单词发音  

1 investors dffc64354445b947454450e472276b99     
n.投资者,出资者( investor的名词复数 )
参考例句:
  • a con man who bilked investors out of millions of dollars 诈取投资者几百万元的骗子
  • a cash bonanza for investors 投资者的赚钱机会
2 multinational FnrzdL     
adj.多国的,多种国籍的;n.多国籍公司,跨国公司
参考例句:
  • The firm was taken over by a multinational consulting firm.这家公司被一个跨国咨询公司收购。
  • He analyzed the relationship between multinational corporations and under-developed countries.他分析了跨国公司和不发达国家之间的关系。
3 nutritional 4HRxN     
adj.营养的,滋养的
参考例句:
  • A diet lacking in nutritional value will not keep a person healthy.缺乏营养价值的饮食不能维持人的健康。
  • The labels on food products give a lot of information about their nutritional content.食品上的标签提供很多关于营养成分的信息。
4 advertising 1zjzi3     
n.广告业;广告活动 a.广告的;广告业务的
参考例句:
  • Can you give me any advice on getting into advertising? 你能指点我如何涉足广告业吗?
  • The advertising campaign is aimed primarily at young people. 这个广告宣传运动主要是针对年轻人的。
5 undertaking Mfkz7S     
n.保证,许诺,事业
参考例句:
  • He gave her an undertaking that he would pay the money back with in a year.他向她做了一年内还钱的保证。
  • He is too timid to venture upon an undertaking.他太胆小,不敢从事任何事业。
6 diversification 8scxf     
n.变化,多样化;多种经营
参考例句:
  • The seminar was to discuss diversification of agriculture. 该研讨会讨论的是农业多种经营。 来自辞典例句
  • Firm diversification is increasingly achieved by the means of takeover and merger. 通过接管和兼并,厂商经营范围日益多样化。 来自辞典例句
7 consecutive DpPz0     
adj.连续的,联贯的,始终一贯的
参考例句:
  • It has rained for four consecutive days.已连续下了四天雨。
  • The policy of our Party is consecutive.我党的政策始终如一。
8 earnings rrWxJ     
n.工资收人;利润,利益,所得
参考例句:
  • That old man lives on the earnings of his daughter.那个老人靠他女儿的收入维持生活。
  • Last year there was a 20% decrease in his earnings.去年他的收入减少了20%。
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