如何寫(xiě)投資報告

如何寫(xiě)投資報告

　　投資是商務(wù)運作中的一個(gè)重要環(huán)節，怎樣寫(xiě)投資報告。在決定投資之前要做詳細的調查研究，寫(xiě)成報告供公司決策人員參考。

　　寫(xiě)之前列一個(gè)提綱是非常有幫助的，可以防止遺漏要寫(xiě)的內容：

　　1. 此報告就是否購買(mǎi)凱樂(lè )格公司（Kellogg Company）股票提出個(gè)人建議供有關(guān)人員做投資決策時(shí)參考；

　　2. 凱樂(lè )格公司是一家從事食品生意在國內市場(chǎng)居領(lǐng)先地位的跨國公司，現在在開(kāi)發(fā)新產(chǎn)品以滿(mǎn)足各種不同的營(yíng)養需求和不同的顧客個(gè)人愛(ài)好；

　　3. 該公司現擁有42%的市場(chǎng)份額，并仍在通過(guò)廣告攻勢擴大市場(chǎng)份額；

　　4. 盡管公司仍以谷類(lèi)食物為主，但正謹慎地實(shí)施著(zhù)產(chǎn)品多樣化的計劃，包括冷凍食品；

　　5. 2003年公司的銷(xiāo)售額增長(cháng)了約16%，達45億美元，而上一年則為37.8億美元，這已是連續36年的銷(xiāo)售增長(cháng)，商務(wù)英語(yǔ)《怎樣寫(xiě)投資報告》。利潤增長(cháng)了約14%，達到3.48億美元，而前一年為2.89億美元；

　　6. 由此可見(jiàn)，公司的財政狀況是非常好的，銷(xiāo)售額和利潤均多年連續增長(cháng)；購買(mǎi)該公司的股票將是十分明智的投資決策。

　　To: Related Investors

　　From:

　　Date: 6 March 2004

　　Introduction

　　Kellogg Company, a multinational company and a national leader in the ready-to-eat cereal business, has been developing new kinds of products to meet the different nutritional 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 advertising campaigns. Although its sales strategy still puts cereal first, Kellogg is responding to the challenges to its traditional business by undertaking a cautious diversification 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 consecutive year that sales have increased. Earnings 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 .

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