NEW YORK, NY / ACCESS Newswire / December 29, 2025 / Capital gets a lot of attention in small-cap markets. Control gets far less, even though it is usually the deciding factor between companies that execute and companies that react. ...

Time for Jim and stop trading. >> One quiet winter clawing itself back after a quarter that people felt wasn't good yet I thought was good because of the cash flow is Boeing. Uh today JP Morgan raised his price target 240 to 245.Watch this company because as Kelly Ortberg is also David knows is a diff cut of a different cloth. He's a nononsense guy which is what's needed. care is obviously safety first, but this company is coming back and it's going to be a huge stock for 2026.I I wish we could get Hart in ...

公司战略与投资决策 - 中国牛仔布巨头Panther Denim面临超过1亿美元投资的时机选择问题 为其第二个制造中心寻找理想地点 [1] - 公司在越南的合资企业短暂存在后 决定建立全资运营的工厂 以实现从纤维到最终面料供应链的完全控制 [3] - 尽管面临全球贸易动荡和关税挑战 公司仍持续推进其在柬埔寨的投资计划 [3][4] 新工厂规划与产能 - 公司计划于今年晚些时候在柬埔寨金边附近的首个中国境外全资工厂开始试生产 [2] - 新工厂设计专注于可再生能源 回收和闭环废物系统 [2] - 计划到2026年底将产能提升至与中国工厂相似水平 即每月300万码PFD面料和500万码牛仔布 [2] 市场环境与竞争格局 - 竞争对手在多个国家进行生产 客户积极多元化其采购策略 公司认识到延迟扩张可能导致未来更大挑战 [3] - 品牌商正在尽可能撤离中国 公司通过提供不同的原产国选项来响应这一趋势 [6] - 客户要求柬埔寨提供"强有力的成本选项组合" 寻求极具成本竞争力的产品 创新重要性可能因此降低 [6] 地缘政治风险与关税影响 - 公司最大的外部压力是地缘政治风险 导致市场不稳定 使买家难以做出长期决策 [5] - 柬埔寨对美国出口的关税在今年早些时候曾升至49% 近期谈判后税率已降至19% [4] - 公司相信在柬埔寨的扩张将通过为品牌提供更多元化和有韧性的采购选项来帮助缓解地缘政治风险 [5]