巴菲特班洪瑞泰 (Michael On) - Powered by Discuz! Board

標題: 意大利好股分享 [打印本頁]

作者: kaka 時間: 2014-8-24 17:17 標題: 意大利好股分享

意大利股票及ADR

整理如下

義大利股票參考 iShares MSCI義大利指數ETF〈EWI〉的持股內容

http://www.moneydj.com/ETF/X/Basic/Basic0007B.xdjhtm?etfid=EWI

[ 本帖最後由 kaka 於 2014-8-24 17:22 編輯 ]

作者: kaka 時間: 2014-8-24 17:43

http://en.wikipedia.org/wiki/Luxottica Luxottica
Luxottica Group S.p.A. is an Italian eyewear company. It is the world's largest eyewear company, controlling over 80% of the world's major eyewear brands.[2][3]

Its best known brands are Ray-Ban, Persol and Oakley. It also makes sunglasses and prescription frames for a multitude of designer brands such as Chanel and Prada, whose designs and trademarks are used under license. Luxottica also makes sunglasses branded Giorgio Armani, Burberry, Stella McCartney, Versace, Vogue, Miu Miu, Tory Burch, and Donna Karan.[4]
Its prime competitor is the Safilo Group S.p.A.

作者: mishimapaper 時間: 2014-8-24 17:52

http://zh.wikipedia.org/wiki/%E6%99%AE%E6%8B%89%E9%81%94

普拉達，義大利的股票，而且美股跟港股都有，而且也在007系列電影有出現過的品牌！

作者: chenleon1 時間: 2014-8-24 18:15

照這樣找下去, 以後要買個 200 之以上的股票, 好像很簡單
這樣要更努力賺錢來買全世界的股票了

作者: kaka 時間: 2014-8-24 18:29

感謝同學股票明牌

PRADA 我收下了....

作者: Derekx 時間: 2014-8-24 18:47

kaka 同學真得是太猛了推薦了這麼多的好股票
以前以為可以買的股票標的不多
現在才發現好股票一大堆
只是銀彈有限

作者: chenleon1 時間: 2014-8-24 19:10

ka ka global index ?00 一支一萬美金 x ?00 支
準備個 ?00 萬美金

作者: kaka 時間: 2014-8-24 19:13

股票有貴有便宜

不同市場可以互相比價

就像是去夜市買東西吃,不同攤位有不同價格

也不需要全部買

也可以個股用最低的金額,包牌買進,可分散持股

地球夜市...大家一起吃飽飽
不用一直限制在台灣夜市.....

作者: kaka 時間: 2014-8-24 19:57

平時如戰時,戰時才能如平時
天時,地利,人和

意思是

平時:準備世界各國投資名單........高ROE,低盈在率,高配息率收進投資名單.....避免書到用時,方恨少....
戰時:等到GDD年增率低點,選擇適合目標,分散持股買進,依據普遍貴或便宜,調整持股比例

天時:等GDD年增率低點,等待好價格
地利:投資名單都是好股票
人和:要遵守巴班的買賣原則,要遵守...

[ 本帖最後由 kaka 於 2014-8-24 20:11 編輯 ]

作者: kandv124 時間: 2014-8-24 22:42

QUOTE:

原帖由 kaka 於 2014-8-24 19:57 發表
平時如戰時,戰時才能如平時
天時,地利,人和

意思是

平時:準備世界各國投資名單........高ROE,低盈在率,高配息率收進投資名單.....避免書到用時,方恨少....
戰時:等到GDD年增率低點,選擇適合目標,分散 ...

K大好久不見啦....
上次你推薦給我的巴菲特選股魔法書我已經買了
也差不多看完了
謝謝你，這本書很棒...
想不到現在又看到你推薦這麼多股票
你真的是很熱心阿
跟你按個讚

作者: kaka 時間: 2014-8-30 13:04

記得看神功漫畫書..也要做數字計算

作者: kaka 時間: 2014-8-30 13:04

新增及修改如下

相關資料請參考討論區最上面的入圍名單及相關資料
http://mikeon88.freebbs.tw/viewthread.php?tid=11764&extra=page%3D1

作者: kaka 時間: 2014-9-14 21:33

作者: kaka 時間: 2014-9-14 21:36

義大利埃尼集團，全稱為國家碳化氫公司(Ente nazionale ldrocarburi，Eni)，是義大利政府為保證國內石油和天然氣供應於1953年2月10日成立的國家控股公司，其前身是1926年成立的阿吉普公司，即義大利石油總公司。是世界第七大石油集團公司之一，也是世界最大的上下游一體化經營的跨國石油公司之一，在世界大煉油公司中排第8位。1992年埃尼由國營企業改制為股份制公司。2009年美國《財富》雜誌世界500強企業中列第17名。Eni S.p.A.公司類型成立代表人物總部地點產業產品營業額員工人數子公司網址

Eni S.p.A. logo
上市公司 (NYSE：E, BIT: ENI)
1953
Roberto Poli Chairman Paolo Scaroni C.E.O
義大利羅馬
石油天然氣
石油、天然氣、能源
▲ 880億歐元 (2007)
75,862 (2007)
Saipem , AGI,Versalis
www.eni.it

[ 本帖最後由 kaka 於 2014-9-14 21:38 編輯 ]

作者: kaka 時間: 2014-9-14 21:40


Societa per azioni
BIT: ATL
Construction, transportation
1982
Rome, Italy
Giovanni Castellucci (CEO), Fabio Cerchiai (Chairman)
Construction and operation oftoll roads
€3.750 billion (2010)[1]
€1.767 billion (2010)[1]
€682.9 million (2010)[1]
€13.24 billion (end 2010)[1]
€3.587 billion (end 2010)[1]
10,240 (end 2010)[1]
www.atlantia.it

Atlantia S.p.A. (formerly Autostrade S.p.A.) is an Italian holding company whose primary asset is Autostrade per l'Italia, the largest concessionaire on the Italian autostrade network. Another subsidiary of Atlantia, Autostrade of Virginia, is a member of the consortium that operates the Dulles Greenway.

[ 本帖最後由 kaka 於 2014-9-14 21:42 編輯 ]

作者: kaka 時間: 2015-4-1 17:13

義大利的美股ADR投資名單,只要先掌握 1) 選擇市值大型股 2) 高ROE 3) 按盈再表

依據這順序,就可以建立基本的投資名單

1) 選擇市值大型股

資料來源
Google Finance 中文網站	https://www.google.com.hk/finance
Google Finance 英文網站	https://www.google.com/finance
歐洲證券交易所 ( 股票代碼 , 公司名稱 , 公司財報資料 , 市場報價 )
https://www.euronext.com/en/equities/directory
Borsa Italiana Spa 義大利米蘭證券交易所
http://www.borsaitaliana.it/azioni/cercatitolo/ricercaavanzata/indexricercaavanzata.en.htm


各國ADR	http://www.adrbnymellon.com/dr_search_by_country.jsp
MorningStar 晨星 (ROE)	http://financials.morningstar.com/ratios/r.html?t=CIG&region=usa&culture=en-US
MorningStar 晨星 (本益比,股價淨值比)
http://financials.morningstar.com/valuation/price-ratio.html?t=RDS.B&region=usa&culture=en-US&ownerCountry=USA

因為股票先整理市值排列前100家,所以在Google Finance中文網站複製資料
直接貼到Excel試算表,先刪除市值明顯比較小的股票

2) 高ROE

MorningStar 晨星 (ROE)	http://financials.morningstar.com/ratios/r.html?t=GMALY
MorningStar 晨星 (本益比,股價淨值比)
http://financials.morningstar.com/valuation/price-ratio.html?t=GMALYRion=usa&culture=en-US

檢查十年歷史配息率 (Payout ratio) 及十年歷史ROE

查詢本益比(P/E)及股價淨值比(P/B) , 可用簡化的ROE公式大概計算,
並記錄在Excel試算表,或Google 雲端試算表 ,
ROE=100 * (P/B) / (P/E) ( 單位: % )

3) 按盈再表

作者: kaka 時間: 2015-4-1 17:13

資料來源
Google Finance 中文網站	https://www.google.com.hk/finance
Google Finance 英文網站	https://www.google.com/finance
歐洲證券交易所 ( 股票代碼 , 公司名稱 , 公司財報資料 , 市場報價 )
https://www.euronext.com/en/equities/directory
Borsa Italiana Spa 義大利米蘭證券交易所
http://www.borsaitaliana.it/azioni/cercatitolo/ricercaavanzata/indexricercaavanzata.en.htm


各國ADR	http://www.adrbnymellon.com/dr_search_by_country.jsp
MorningStar 晨星 (ROE)	http://financials.morningstar.com/ratios/r.html?t=CIGRion=usa&culture=en-US
MorningStar 晨星 (本益比,股價淨值比)
http://financials.morningstar.com/valuation/price-ratio.html?t=RDS.BRion=usa&culture=en-US&ownerCountry=USA
時間	2015/4/1					ROE（大概計算的ROE , 不是使用常利）	行業	Google Finance代號	美股ADR代號
在按盈再表之前,為了節省按盈再表的時間,將Google Finance 中文網站資料先用市值由大到小排列上市公司資料,將市值大於30億歐元(或美元),或排名前100個公司股票資料複製到雲端試算表或Excel試算表,刪除不要的欄位,保留下列欄位,大概計算的ROE公式,方便刪除ROE太小的公司,刪除外國掛牌公司,刪除房地產及信託基金,刪除不符合巴菲特6點選股方法(巴六點)的股票得到下列投資名單之後,才開始按盈再表刪除營再率太高的公司,及刪除ROE(使用常利計算)太小的公司,刪除沒有發行美股ADR的股票						ROE（大概計算的ROE , 不是使用常利）
各國ADR網站 (BNY Mellon) , 交易所, 手動查詢輸入		Google Finance HK ( 股票篩選器 )		MorningStar 晨星 (本益比,股價淨值比), 手動查詢輸入
公司名稱	股票代號	貨幣	總市值 (億) Mkt. cap	市盈率 (P/E)	市帳率(P/B)	公式＝100*(P/B) / (P/E)
Luxottica Group SpA	LUX	€	282	43.7	5.7	13.1	眼鏡	BIT: LUX	LUX	NYSE: LUX
Atlantia SpA	ATL	€	201	29.2	3.1	10.4	運輸管理	BIT:ATL	ATASY	OTCMKTS:ATASY
Snam SpA	SRG	€	158	13.0	2.2	17.1	瓦斯	BIT:SRG	SNMRY	OTCMKTS:SNMRY
Terna - Rete Elettrica Nazionale SpA	TRN	€	82	15.8	2.8	17.8	電力	BIT:TRN	TEZNY	OTCMKTS:TEZNY
Salvatore Ferragamo Italia SpA	SFER	€	50	32.0	10.8	33.7	零售服飾	BIT:SFER	SFRGY	OTCMKTS:SFRGY

作者: kaka 時間: 2015-4-1 17:16

作者: kaka 時間: 2015-5-26 10:22

ATLANTIA SPA 機場管理 , 高速公路管理

OTCMKTS:ATASY
BIT:ATL

http://www.atlantia.it

Atlantia SpA is an Italy-based holding company engaged, with its subsidiaries, in the construction and management of electronic trolling systems and traffic information services.

The Company mainly focuses on development of toll motorways.

The Company is also involved in other related activities, including the provision of road engineering and maintenance services, the operation of tunnels under license, the provision of road safety solutions, the provision of logistics services, the operation of parking facilities and monitoring system, among others.

Through its subsidiaries, the Company broadcasts traffic information for the motorway network, as well as it implements a satellite-based tolling system for heavy vehicles.

Atlantia SpA operates in the domestic market, as well as in Chile, Poland, Brazil, France, India and the United States.

作者: kaka 時間: 2015-5-26 10:29

Luxottica Group SpA 眼鏡 , 鏡片

NYSE: LUX
BIT: LUX

http://www.luxottica.com

Luxottica Group SpA is an Italy-based company engaged in optical industry.

It designs, manufactures and distributes prescription frames, sports eyewear and sunglasses.

Luxottica Group SpA operates through two industry segments.

The Manufacturing and Wholesale Distribution segment is engaged in the design, manufacture, wholesale distribution and marketing of house and designer lines of prescription frames and sunglasses, as well as of performance optics products.

The Retail Distribution segment operates through retail brands, including LensCrafters, Sunglass Hut, OPSM, Laubman & Pank, Bright Eyes, Oakley O Stores and Vaults, David Clulow, GMO and stores located within host department stores.

The Company’s proprietary brands include Ray-Ban and Vogue, among others, as well as the Company's licensed brands include Bulgari, Burberry, Chanel, Versace, Prada, Stella McCartney, Armani, Tiffany and Dolce & Gabbana, among others. In February 2014, it acquired glasses.com from WellPoint Inc.

作者: kaka 時間: 2015-5-26 10:36

Salvatore Ferragamo Italia SpA 服飾 , 配件 , 皮鞋

BIT:SFER

OTCMKTS:SFRGY

http://www.ferragamo.com

Salvatore Ferragamo SpA is an Italy-based company engaged in fashion industry.

The Company mainly creates, develops and produces textiles goods and shoes.

The Company’s products categories are responsible for the manufacture and sale of footwear, leather goods, clothing and accessories for men and women.

The Company’s products include also fragrances and eyewear under the Salvatore Ferragamo brand and on license Ungaro brand.

The Company’s products are distributed mainly through network brand stores, managed both directly and by third parties, as well as department stores and multibrand specialty stores.

The Company’s activities also include the licensing of the Ferragamo brand, rental services, property management and technical consultancy with the Zegna Group. Salvatore Ferragamo SpA operates in Europe, North America, Japan, Asia-Pacific and Central and South America.

作者: kaka 時間: 2015-5-26 10:41

Snam SpA 天然氣

OTCMKTS:SNMRY
BIT:SRG

http://www.snamretegas.it

Snam SpA is an Italy-based company engaged in the management of natural gas services. The Company is diversified into four operating segments.

The Transportation segment covers transportation-related gas services, including capacity management and transportation of the gas at the entry points of the gas network to the redelivery points.

It owns transportation infrastructures of gas pipelines.

The Regasification segment is focused on extraction activities of natural gas, its liquefaction for transport by ship and subsequent regasification.

The Storage segment covers deposits, gas treatment plants, compression plants and the operational dispatching system.

The Distribution segment engages gas distribution through local transportation networks from delivery points at the metering and reduction stations to the gas distribution network redelivery points at the end customers.

Additionally, Snam SpA as the parent company, focuses on planning, management, coordination and control of the group.

作者: kaka 時間: 2015-5-26 10:43

Trasmissione Elettricita Rete Nazionale Spa TERNA 電力
Terna - Rete Elettrica Nazionale SpA

BIT:TRN
OTCMKTS:TEZNY

http://www.terna.it

Terna Rete Elettrica Nazionale SpA is an Italy-based company engaged in the utility sector.

It is an independent grid operator for the transmission of electricity.

It deals with the management of electrical systems through the operation of the grid, efficiency of infrastructures and their maintenance through engineering and management of plants and grid developments.

It ensures a balance of deliveries and withdrawals between the supply of energy and consumption by end users.

The Company is diversified into two operating segments.

The Core Business includes the development, operation and maintenance of the National Transmission Grid (NTG) in addition to dispatching.

The Non-Core Business includes specialized services provided to third parties mainly relating to systems engineering services, the operation and maintenance of high voltage plants and the housing of telecommunications equipment and optic fibre grid maintenance services.