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標題: 荷蘭好股分享 [打印本頁]

作者: kaka 時間: 2014-8-24 18:21 標題: 荷蘭好股分享

荷蘭股票及ADR

整理如下

啤酒品牌...海尼根....也在荷蘭

作者: Brian 時間: 2014-8-24 22:25

補充一點, Unilever(聯合利華)是總部分設於荷蘭及英國倫敦兩處的聯合公司. 荷蘭總部issue的ADR代號是UN, 英國總部issue的ADR代號是UL. 這情況跟BHP vs. BBL類似.

作者: 金門稟原 時間: 2014-8-25 09:32

又長知識了~謝謝您Brian桑!

作者: chenleon1 時間: 2014-9-9 22:07

ASML（ASML Holding N.V.）是在荷蘭費爾德霍芬(Veldhoven)的半導體設備製造商。公司同時在歐洲和美國NASDAQ上市。從業員工6580名。在世界14個國家和地區有50個子公司和生產據點。ASML的主要產品是用來生產大規模積體電路的核心設備光刻機（Stepper）。在世界同類產品中有90%的市佔率。1984年從荷蘭著名電器製造商飛利浦獨立，此後致力於大規模積體電路製造設備的研究和製造。根據摩爾定律不斷為提高單位面積集成度作貢獻。2007年已經能夠提供製造37nm線寬積體電路的光刻機（Scanner）。
製造大規模積體電路時要對半導體晶圓曝光3，40次。如何在不降低品質的情況下，減少曝光次數是曝光機的發展方向。ASML使用德國蔡斯公司的光路系統。鏡頭使用螢石和石英製造。
曝光機是高附加值產品，一台新的曝光機動輒3000至5000萬美元。但是研發週期長投入資金也相當巨大。ASML為半導體生產商提供光刻機及相關服務，TWINSCAN系列是目前世界上精度最高，生產效率最高，應用最為廣泛的高端光刻機型。目前全球絕大多數半導體生產廠商，都向ASML採購TWINSCAN機型，例如英特爾(Intel)，三星(Samsung)，海力士(Hynix)，台積電(TSMC)，聯電(UMC),格羅方德(GlobalFoundries)及其它台灣十二吋半導體廠。

作者: kaka 時間: 2014-9-15 18:53

作者: kaka 時間: 2015-4-1 12:05

荷蘭的美股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

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



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

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 12:06

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



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
時間	2015/3/31					ROE（大概計算的ROE , 不是使用常利）	行業	Google Finance代號	美股ADR代號	交易所代號 + 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荷蘭上市公司資料,將市值大於30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)
Royal Dutch Shell Plc	RDSA	€	1,806	12.9	1.1	8.7	石油天然氣	AMS:RDSA	RDS.A	NYSE:RDS.A
Unilever N.V.	UNA	€	1,161	21.7	8.2	37.9	家庭消費用品	AMS:UNA	UN	NYSE:UN
ASML Holding NV	ASML	€	416	29.4	4.9	16.7	電子儀器設備	AMS:ASML	ASML	NASDAQ:ASML
Heineken N.V.	HEIA	€	408	27.0	3.4	12.4	食品飲料	AMS:HEIA	HEINY	OTCMKTS:HEINY
Koninklijke Ahold N.V.	AH	€	164	21.0	3.1	14.9	零售_食品藥物	AMS:AH	AHONY	OTCMKTS:AHONY
Reed Elsevier NV	REN	€	160	27.5	11.3	41.0	媒體出版	AMS:REN	ENL	NYSE:ENL
Wolters Kluwer	WKL	€	91	19.1	4.3	22.4	媒體出版	AMS:WKL	WTKWY	OTCMKTS:WTKWY
Koninklijke Vopak N.V.	VPK	€	65	26.3	3.7	14.1	化學工業	AMS:VPK	VOPKY	OTCMKTS:VOPKY
Koninklijke Boskalis Westminster NV	BOKA	€	57	11.4	1.8	15.8	工程	AMS:BOKA	KKWFF	OTCMKTS:KKWFF

作者: kaka 時間: 2015-4-1 12:07

作者: kaka 時間: 2015-6-6 17:00

Koninklijke Ahold N.V. 零售 (食品藥物)

OTCMKTS:AHONY
AMS:AH

http://www.ahold.com

Koninklijke Ahold NV (Ahold) is the Netherlands-based retail group.

Through its subsidiaries the Company operates supermarkets, wine and liquor stores, convenience stores, online daily needs ordering and delivery platforms, drugstores and pharmacies.

Ahold’s retail operations are divided into three geographical segments: Ahold USA, the Netherlands and Other Europe. Ahold USA comprises a range of brands, such as: Stop & Shop New England, Stop & Shop New York Metro, Giant Landover, Giant Carlisle and Peapod.

The Netherlands consists of Albert Heijn, Albert Heijn Belgium, Albert Heijn Germany, Etos, Gall & Gall, bol.com, and albert.nl.

Other Europe segment includes Albert (Czech Republic and Slovakia) and Slovakian Hypernova. The Company is affiliated with JMR - Gestao de Empesas de Retalo, SGPS SA and Jeronimo Martins Retail Services SA.

On August 1, 2014, the Company completed acquisition of SPAR in the Czech Republic.

[ 本帖最後由 kaka 於 2015-6-6 17:04 編輯 ]

作者: kaka 時間: 2015-6-7 15:00

ASML Holding NV 半導體設備 , 電子儀器設備

NASDAQ:ASML
AMS:ASML

http://www.asml.com/

ASML Holding NV (ASML) is the Netherlands-based holding company active in the field of technology.

The Company is a provider of advanced semiconductor equipment systems, consisting of lithographic systems.

It offers an integrated portfolio of products mainly for manufacturing complex integrated circuits (IC), semiconductors or chips.

The Company reports one segment, System sales, divided in New Systems and Used Systems.

It supplies lithography systems to IC manufacturers throughout Asia, the United States and Europe. Additionally, the Company is engaged in service and field option sales.

It provides its customers with a range of support services from advanced process and product applications knowledge to round-the-clock service support.

ASML’s main wholly owned operating subsidiaries include ASML Netherlands BV, ASML Systems BV, ASML Hong Kong Limited and ASML US Inc.

In May 2013, Cymer Inc completed the previously announced merger pursuant to which ASML Holding NV acquired Cymer.

作者: kaka 時間: 2015-6-7 15:08

Reed Elsevier NV 媒體出版

NYSE:ENL
AMS:REN

http://www.reedelsevier.com

Reed Elsevier NV is a Netherlands-based company holding shares in RELX Group plc.

RELX Group plc is a global provider of information solutions for professional customers across industries.

The Company operates in four market segments: Scientific, Technical & Medical, providing information and tools to help customers improve scientific and healthcare outcomes; Risk and Business Information, providing data services and tools that combine proprietary, public and third-party information with technology and analytics to business and government customers; Legal, providing legal, regulatory, and news & business information to law firms and to corporate, government and academic customers; and Exhibitions, organizing exhibitions and conferences.

External shareholders in Reed Elsevier NV own a 47.1% economic interest in RELX Group plc.

[ 本帖最後由 kaka 於 2015-6-7 15:10 編輯 ]

作者: kaka 時間: 2015-6-7 15:24

Heineken N.V. 海尼根 ( 食品飲料 )

OTCMKTS:HEINY
AMS:HEIA

http://www.theheinekencompany.com

Heineken N.V. (Heineken) is engaged in the brewing and selling of beer.

The Company operates in six segments, including Western Europe, Central and Eastern Europe, The Americas, Africa Middle East, Asia Pacific and Head Office and Other/eliminations.

The Company is present in over 70 countries and operates more than 165 breweries.

The Company’s brands include Heineken, Affligem, Amstel, Anchor, Biere Larue, Bintang, Birra Moretti, Cruzcampo, Desperados, Dos Equis, Foster's, Newcastle Brown Ale, Ochota, Primus, Sagres, Sol, Star, Strongbow, Tecate, Tiger and Zywiec. The Company’s joint venture brands include Cristal and Kingfisher.

[ 本帖最後由 kaka 於 2015-6-7 15:28 編輯 ]

作者: kaka 時間: 2015-6-7 15:49

Koninklijke Boskalis Westminster NV 基礎建設工程 , 港口海運服務

OTCMKTS:KKWFF
AMS:BOKA

http://www.boskalis.com

Koninklijke Boskalis Westminster NV (Boskalis) is the Netherlands-based company engaged in the dredging and earthmoving, maritime infrastructure and maritime services sectors. It is divided in four segments.

Dredging segment is engaged in port construction and maintenance, land reclamation, coastal defense, and riverbank protection, among others.

Towage & Salvage provides assistance to incoming and outgoing vessels, management and maintenance of oil and gas terminals, wreck clearance, and environmental services.

Offshore energy conducts offshore dredging and rock installation projects, heavy transport, lift and installation work, and support services for offshore industry.

Inland Infra comprises construction of roads, railways, bridges, dams and terminals, including earthmoving, soil improvement and remediation.

In July 2013, the Company sold 40%-stake in Archirodon Group NV.

In October 2013, it sold its Smit Marine Australia Pty Ltd and the activities of Dockwise Yacht Transport.

[ 本帖最後由 kaka 於 2015-6-7 15:52 編輯 ]

作者: kaka 時間: 2015-6-7 15:56

Royal Dutch Shell plc 皇家荷蘭殼牌石油

NYSE:RDS.A
LON:RDSA

http://www.shell.com

Royal Dutch Shell plc (Shell) is an independent oil and gas company, based in the United Kingdom.

It operates in three segments: Upstream, Downstream and Corporate.

Upstream combines the operating segments Upstream International and Upstream Americas, which are engaged in searching for and recovering crude oil and natural gas, the liquefaction and transportation of gas, the extraction of bitumen from oil sands and converting it into synthetic crude oil, and wind energy.

Downstream segment is engaged in manufacturing, distribution and marketing activities for oil products and chemicals, alternative energy (excluding wind), and carbon dioxide (CO2) management.

Corporate segment represents the key support functions, such as Shell’s holdings, treasury and self-insurance organization.

In January 2014, Royal Dutch Shell plc completed the acquisition of Repsol S.A.'s liquefied natural gas (LNG) portfolio outside North America. In June 2014, Shell sold 19% in Woodside Petroleum Limited.

作者: kaka 時間: 2015-6-7 16:03

Unilever N.V. 聯合利華 ( 家庭消費用品 )

NYSE:UN
AMS:UNA

http://www.unilever.com

Unilever NV is a supplier of fast moving consumer goods.

The two parent companies, NV and Unilever PLC (PLC), together with their group companies, operate as the Unilever Group (Unilever).

Its four product areas are Personal Care, Foods, Refreshment and Home Care.

The Company's personal care, which includes sales of skincare and haircare products, deodorants and oral care products; foods, which includes sales of soups, bouillons, sauces, snacks, mayonnaise, salad dressings, margarines and spreads; refreshment, which includes sales of ice cream, tea-based beverages, weight-management products and nutritionally enhanced staples sold in developing markets and home care, which includes sales of home care products, such as laundry tablets, powders and liquids, soap bars and a range of cleaning products.

In June 2014, the Company completed the sale of its North America pasta sauces business under the Ragu and Bertolli brands to Mizkan Group.

作者: kaka 時間: 2015-6-7 16:12

Koninklijke Vopak N.V. 儲存與處理服務 (石油化學工業)

OTCMKTS:VOPKY
AMS:VPK

http://www.vopak.com

Koninklijke Vopak NV is a Netherlands-based company engaged in the storage and handling of oil products, liquid chemicals, gases, bio fuels and vegetable oils.

It offers storage and transshipment solutions at 84 tank terminals in 31 countries.

The Company is organized into four regional divisions and a separate global business unit for managing and developing LNG terminals and projects, namely Netherlands; Europe, Middle East and Africa (EMEA); Asia; Americas; and Global LNG.

The terminals are integrated into chemical complexes or refineries and support local logistics, as well as import and export activities.

The Company offers services to support the logistics chain of chemical and oil industries, including tanker shipping and warehousing.

In May 2013, the Company divested the oil terminal at Amsterdam Petroleumhaven and merged North and Latin America units into the new segment, Americas.

On July 11, 2013, it divested 40%-equity interest in Xiamen Paktank Company Ltd. in China.

[ 本帖最後由 kaka 於 2015-6-7 16:13 編輯 ]

作者: kaka 時間: 2015-6-7 16:21

Wolters Kluwer 資訊服務 , 媒體出版

OTCMKTS:WTKWY
AMS:WKL

http://www.wolterskluwer.com

Wolters Kluwer NV is the Netherlands-based company engaged in creating content solutions.

It is divided into four segments: Legal & Regulatory, providing solutions, software, content and services for law, business, and regulatory compliance; Tax & Accounting, providing tax, accounting, and audit information, solutions and services; Health, providing information, tools and solutions to healthcare professionals and organizations; and Financial & Compliance Services, providing risk management and compliance solutions to compliance, finance and risk management professionals.

The Company also offers Global Shared Services in areas of technology, sourcing, procurement, legal finance and human resources, and operates a Global Platform Organization, responsible for research and development.

In September 2014, the Company acquired Dingxin Chuangzhi, a Chinese audit software provider.

Wolters Kluwer enables legal, tax, finance, and healthcare professionals to be more effective and efficient. We provide information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts.

We create value by combining information, deep expertise, and technology to provide customers with solutions that improve their quality and effectiveness. Professionals turn to us when they need actionable information to better serve their clients.

Our 175+ years of history stretch across many geographies and areas of expertise. Our revenue is spread globally with 8% coming from Asia and Rest of World, 37% from Europe, and 55% from North America.

Revenue	€ 3.7 billion (2014)
Employees	over 19,000 worldwide
Markets	Legal, Business, Tax, Accounting, Finance, Audit, Risk, Compliance, and Healthcare
Operations	Over 40 countries across Europe, North America, Asia Pacific, and Latin America
Headquarters	Alphen aan den Rijn, the Netherlands
Stock listing	Euronext Amsterdam: WLSNC.AS, stock code 39590, ISIN code NL0000395903; included in the AEX and Euronext 100 indices

[ 本帖最後由 kaka 於 2015-6-7 16:23 編輯 ]

作者: kaka 時間: 2016-1-7 13:00

http://mikeon88.freebbs.tw/viewthread.php?tid=39692&extra=page%3D1

作者: AngusLee 時間: 2016-1-7 13:03

阿!我應該發在這邊的

謝謝KAKA桑熱心分享

作者: kaka 時間: 2017-7-14 11:34

AKZOY
http://mikeon88.freebbs.tw/viewthread.php?tid=42768&extra=page%3D1

作者: kaka 時間: 2017-12-23 18:51

Heineken N.V. 海尼根 ( 食品飲料 )

OTCMKTS:HEINY , HKHHY
AMS:HEIA

http://www.theheinekencompany.com

作者: gougwy 時間: 2017-12-24 16:12

感謝Kaka大分享。請問為何海尼根美股有2個股票代號?

作者: kaka 時間: 2017-12-24 16:31

喔! 等我查完海尼根的祖譜,才能知道.....Wait for a moment , please .

作者: kaka 時間: 2017-12-24 16:35

荷蘭...酒.... Heineken Holding NV 海尼根控股 ( 荷蘭 HEIO , 美股 HKHHY )

https://www.reuters.com/finance/stocks/companyProfile/HEIO.AS

Full Description

Heineken Holding NV is the Netherlands-based holding company, which holds 50.005% of the issued share capital of Heineken NV and heads the Heineken group.

The object of Heineken Holding NV is to manage and supervise the management of the Heineken group and to provide services for Heineken NV. Through its subsidiaries, the Company is primarily involved in the brewing and selling of beer.

The structure of Heineken Holding NV is divided into segments, which resemble operations of Heineken NV: Western Europe, Central and Eastern Europe, the Americas, Africa and the Middle East, and Asia Pacific.

The shares of the Company are owned by L’Arche Green NV, FEMSA and public shareholders. Through its indirect subsidiaries, Heineken Holding NV operates in more than 70 countries worldwide. The Company operates Pivovarna Lasko dd as a majority owned subsidiary.

作者: kaka 時間: 2017-12-24 16:40

Heineken N.V. 海尼根 ( 食品飲料 )

美股: HEINY
荷蘭: HEIA

http://www.theheinekencompany.com

作者: gougwy 時間: 2017-12-24 17:01

謝謝!Kaka大大的研究精神令人佩服~也感謝你一直分享您的研究心血，小弟一直都有follow您在論壇的文章~

作者: kaka 時間: 2017-12-24 17:07

同學也可選幾個行業分類做研究. 如有缺少則也幫忙增加

請花99% 時間在MIKE桑的資料...

只需花 1% 在小弟提供的資料,

這樣可增加同學更完整了解MIKE桑開釋的巴菲特班投資方法

作者: kaka 時間: 2018-1-14 21:08

荷蘭..金融..ING Group 荷蘭國際集團 (荷蘭 INGA ,美股 ING )

作者: kaka 時間: 2018-1-21 13:37

荷蘭..化學..Akzo Nobel N.V. (油漆) (荷蘭 AKZA,美股 AKZOY)

[ 本帖最後由 kaka 於 2018-1-21 13:38 編輯 ]

作者: kaka 時間: 2018-1-21 14:12

荷蘭..石油服務..Core Laboratories N.V. (荷蘭 CLB,美股 CLB)

作者: kaka 時間: 2018-6-17 09:36

作者: kaka 時間: 2018-6-17 09:37

作者: kaka 時間: 2018-6-17 09:38

作者: kaka 時間: 2018-6-17 09:39

作者: kaka 時間: 2018-6-17 09:40

作者: kaka 時間: 2018-6-17 09:41

作者: kaka 時間: 2018-6-17 09:42

作者: kaka 時間: 2018-6-17 09:43

作者: kaka 時間: 2018-6-17 09:44

作者: kaka 時間: 2018-6-17 09:52

作者: 蔚藍 時間: 2018-9-24 20:56

台灣億豐的竸爭對手，看起來也不錯~

-------------------------------------------------------------------------------------------------

Hunter Douglas (NL：HDG，US OTC：HDUGF 難交易)

荷蘭上市的窗簾和建築材料產品的全球主要製造商，該公司被認為是"窗簾"的全球領導品牌製造商。
2017年的營業額為32億美元，銷售範圍超過100多國，集團員工約22,750名。近期積極併購中~
窗廉業務佔總營業額的85%。SONNENBERG家族擁有該公司81.2％普通股及99.4％優先股。

Strong brands ：
HunterDouglas® in North America, Latin America and Asia, and for architectural products worldwide
Luxaflex® for residential window coverings in Europe and Australia
Levolor® in North America
Hillarys® in the United Kingdom

[ 本帖最後由蔚藍於 2018-9-24 21:08 編輯 ]

作者: Curry 時間: 2018-9-25 07:58

可惜是F結尾...

歡迎光臨巴菲特班洪瑞泰 (Michael On) (http://mikeon88.freebbs.tw/)