天眼查

一 |     Colombo, Oct 21 (UNI) Paddy stocks worth billions of rupees in storage facilities owned by the Paddy Marketing Board (PMB) have vanished during the last decade in Sri Lanka, reports by the Auditor General have revealed.
The Island newspaper on Friday quoted a senior PMB officer as saying that about 20 per cent of total paddy stored in the last decade have disappeared.
The Auditor General has also found that the financial reports of the PMB have been consistently unreliable and that the institution has not taken a physical stock of the paddy held in their storage units.
The Auditor General’s reports state that the weight of the paddy collected from the farmers might drop while in storage due to the loss of moisture in the paddy during the storage period, damage due to insects and other reasons, the daily said.
Even after taking these factors into consideration, there was no way of explaining how about 20 per cent of the total stock vanished, an unnamed senior officer was quoted as saying.
The Auditor General’s reports have also revealed that Ministers sold the PMB paddy to their henchmen below the purchase prices.
The PMB management had not made any attempts to recover the cost over the years.
PMD Chairman Buddhika Iddamalgoda said that he had been appointed only three weeks earlier. There are 21 Auditor General’s reports on the PMD and he would go through all reports, he said.
“We have purchased paddy amounting to 810 million rupees this season. We have 7,070 tonnes and we expect to make Rs 2 billion by selling them. I agree that we need to take a physical stock of what is in our stores,” he said.
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二 | 上周我们看到有些赛道因业绩太差，跌得稀里哗啦。最典型的是给数据中心提供液冷服务的龙头公司，财报爆雷后率先倒下。紧接着，市场上“最靓的仔”——光模块领域，有些龙头公司业绩环比下降，当天跌幅超10%。

三 | 这事非常诡异：三天前很多分析师还一致喊话“要想投资好，不能光站着，要站在光里”，集体看多光模块；三天后业绩一出，又变成段子所说的“六大门派围攻光明顶”，进去立马有10%以上浮亏。                   一周前我们就聊过，短期快速拉升的板块往往由情绪或投机资金驱动，与基本面关系不大。此时若出现瑕疵，很容易引发连环踩踏，光模块就是这种状况。至今我们仍认为其短期回调未结束，因业绩只是变脸的触发因素，紧接着更多资金会怀疑其他方面出问题，比如上游原材料供给甚至涨价对利润的压缩，下游科技巨头溢价能力体现进一步压缩利润空间。接二连三的怀疑可能使其短期无法喘息，这需要时间消化，不建议短期重返火场。                   本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。