投資是商務(wù)運(yùn)作中的一個(gè)重要環(huán)節(jié)。在決定投資之前要做詳細(xì)的調(diào)查研究，寫成報(bào)告供公司決策人員參考。下面我們來(lái)看看李小姐是怎樣寫報(bào)告的。
寫之前列一個(gè)提綱是非常有幫助的，可以防止遺漏要寫的內(nèi)容：
1. 此報(bào)告就是否購(gòu)買凱樂格公司（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. 凱樂格公司是一家從事食品生意在國(guó)內(nèi)市場(chǎng)居領(lǐng)先地位的跨國(guó)公司，現(xiàn)在在開發(fā)新產(chǎn)品以滿足各種不同的營(yíng)養(yǎng)需求和不同的顧客個(gè)人愛好；
3. 該公司現(xiàn)擁有42%的市場(chǎng)份額，并仍在通過(guò)廣告攻勢(shì)擴(kuò)大市場(chǎng)份額；
4. 盡管公司仍以谷類食物為主，但正謹(jǐn)慎地實(shí)施著產(chǎn)品多樣化的計(jì)劃，包括冷凍食品；
5.
2003年公司的銷售額增長(zhǎng)了約16%，達(dá)45億美元，而上一年則為37.8億美元，這已是連續(xù)36年的銷售增長(zhǎng)。利潤(rùn)增長(zhǎng)了約14%，達(dá)到3.48億美元，而前一年為2.89億美元；
6. 由此可見，公司的財(cái)政狀況是非常好的，銷售額和利潤(rùn)均多年連續(xù)增長(zhǎng)；購(gòu)買該公司的股票將是十分明智的投資決策。
下面是李小姐寫的報(bào)告梗概：
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 would be a very wise investment.
