3813 vs 2331

1. 
   
   3813 (3/09)
   2331(6/09)
   
   收益
   3,645,765,000 (high discount sale decrese the total revenue)
   4,051,855,000
   
   直營店
   4885
   6809
   
   存貨
   1,735,440,871 (存貨 will be decrease after the high discount sale)
   649,351,000
   
   現金
   1,014,826,000
   1,041,597,000
   
   應收貿易款
   1,343,772,000
   1,003,109,000
   
   銷售成本
   2,449,347,000
   2,115,295,000
   
   行政開支
   316,587,000
   281,165,000
   
   經銷成本
   970,420,000
   1,038,764,000
   
   融資成本
   57,350,165
   35,587,000
   
   所得稅
   19,212,305
   165,221,000

I predict as 3813 存貨 level decrease to normal level then can increase 2010 revenue.

and actually both 3813 and 2331 are the same level of company.

and their total cap should not be a big gap.

the correction should be come true