Balanced Scorecard: No meu campeonato as exportações do 1º trimestre correram bem!

quarta-feira, maio 11, 2016

No meu campeonato as exportações do 1º trimestre correram bem!

Há muitos anos que acompanho e interpreto os números das exportações à minha maneira, tentando manter alguma coerência. Para mim, o importante não é a quantidade que se exporta mas o perfil das exportações. Por isso escrevi Um outro olhar sobre os números das exportações em Outubro de 2013.
.
Ontem, quando olhei para o excel do INE o que procurei foi:

Qual foi a diferença homóloga do acumulado das exportações? E a resposta foi -239 milhões de euros.

Depois, pensei como sempre, o que me interessa são as exportações sem combustíveis e pópós, porque é aí que está o grosso do trabalho das PME:

Sem combustíveis e pópós como se compara o primeiro trimestre de 2016 com o de 2015? As exportações de combustíveis caíram 264 milhões e as exportações de pópós caíram 47 milhões de euros! Quer isto dizer que sem contar com combustíveis e pópós as exportações do primeiro trimestre de 2016 cresceram 72 milhões de euros!!!

Podem argumentar que estou a defender a geringonça e que isto é conversa da treta.

Quero lá saber da geringonça!!! Para mim, isto representa o trabalho das empresas anónimas deste país. Comparando os trimestres homólogos:

as exportações de mobiliário cresceram 59 milhões de euros;
as exportações de máquinas, aparelhos e material eléctrico cresceram 49 milhões de euros;
as exportações de produtos farmacêuticos cresceram 45 milhões de euros;
as exportações de vestuário e seus acessórios de malha cresceram 41 milhões de euros;
as exportações de plásticos e suas obras cresceram 37 milhões de euros;
as exportações de aeronave e outros aparelhos aéreos cresceram 26 milhões de euros;
as exportações de produtos cerâmicos cresceram 16 milhões de euros;
as exportações de borracha e suas obras cresceram 15 milhões de euros;
as exportações de cortiça e suas obras cresceram 15 milhões de euros;
as exportações de aparelhos de óptica e fotografia cresceram 15 milhões de euros;
as exportações de calçado cresceram 10 milhões de euros;
as exportações de plantas vivas e floricultura cresceram 10 milhões de euros.

Informo que por uma questão pessoal não incluí os 46 milhões de euros de crescimento das exportações de pasta de papel e papel e cartão e suas obras, por causa dos eucaliptos.

Acham que estou de acordo com esta narrativa "Março correu mal"?

Nope!

O meu campeonato não é o do crescimento dos números absolutos. Se eles vierem, saúdo-os com força. Contudo, o meu campeonato é o do crescimento das PME exportadoras, as que criam emprego.

1 comentário:

CCz disse...: OK

Há que ser claro e pensar qual o impacte disto http://www.jornaldenegocios.pt/empresas/industria/detalhe/dinamarquesa_ecco_investiu_20_milhoes_e_ja_emprega_1169_pessoas_na_feira.html nisto http://ionline.sapo.pt/artigo/510981/exportacoes-de-calcado-ultrapassam-os-400-milhoes-ate-marco?seccao=Dinheiro_i; 20 de maio de 2016 às 11:46

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"It is widely believed that restructuring has boosted productivity by displacing low-skilled workers and creating jobs for the high skilled."Mas, e como isto é profundo:"In essence, creative destruction means that low productivity plants are displaced by high productivity plants." Por favor voltar a trás e reler esta última afirmação.
.
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The great enemy of the truth is very often not the lie – deliberate, contrived and dishonest – but the myth, persistent, persuasive, and unrealistic. Belief in myths allows the comfort of opinion without the discomfort of thought."

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Entre d'altres coses, Mauldin diu que "els inversors estan fumant crack si creuen que els bancs espanyols són entre els més forts d'Europa, ja que estan amagant les seves pèrdues".

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"o vencedor da vida, o optimista que vive em incesto com o próprio ego, é o traço mais frágil do líder"

"We shall not grow wiser before we learn that much
that we have done was very foolish."
You may not be able to change the world but can at least get some entertainment & make a living out of the epistemic arrogance of the human race.

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“Trust your guts. But not too much!”

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"Natal é quando as Crianças pedem e os Pais pagam. Défices é quando os Pais pedem e as Crianças pagam."

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O problema não é o consumo. O problema é o consumo assente em endividamento."

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When it becomes more difficult to suffer than change, you will change"

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The more you can see of the present, the more you can see of the future"

Yes, You can change the future, but only changing the present"

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Thinking about doing is not doing. Talking about doing is not doing. Doing is doing."

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...

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"os bancos não financiam a economia, a poupança sim"

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"Stressors are information"

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"Pedras no caminho?

Guardo todas, um dia vou construir um castelo"

"Without risk, faith is an impossibility."

"Não posso com quem vive a achar que os outros lhe devem sempre alguma coisa."

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"what's fairness gotta do with pricing based in value?"

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“Price is emotional”

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"The greater the contrast, the greater the potential"

“Customers don't care about your solution, they care about their problems.”

"Todos querem conhecer a verdade, mas o que desejam é que lhes contem uma mentira em que não sejam protagonistas."

"Execution efficiency strangles innovation in the crib, but not with malice, by default.”

"Our obsession with scalability is getting in the way of unleashing the potential of the 21st century."

"The system is optimized to mitigate risk, not create value"

"Champions are made when no one is looking"

"Don't bargain on value. Half as expensive is often twice as cheap."

"Customers care about outcomes, not effort, technology, or originality."

" I can't believe it. That is why you fail."

"You don't have to pick between 1) playing the game and 2) not playing the game. You can *change* the game."

""The first principle is that you must not fool yourself and you are the easiest person to fool." "

"Debt may have ended up as a problem, but it always starts out as a solution."

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quarta-feira, maio 11, 2016

No meu campeonato as exportações do 1º trimestre correram bem!

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