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

標題: 挪威好股分享 [打印本頁]

作者: kaka 時間: 2014-8-25 16:41 標題: 挪威好股分享

挪威股票及ADR
整理如下

作者: mikeon88 時間: 2014-8-25 16:48

以前有位同學把台股盈再表從11按到99，
kaka桑該不會把全球盈再表總共49國全按了一遍吧，
太驚人了。

作者: kaka 時間: 2014-8-25 17:02

沒有啦

用有效率的方法

(1) GOOGLE FINANCE 的SCREENER, 選好國家
   設定MARKET CAP (市值),先大概選擇30家
   再加上ROE (最近5年),大於10以上,就可以減少公司數量
   將剩下的公司名稱輸入WIKI (中文,英文)

   最後按一按盈再表,依據巴班選股方法....

(2) 參考世界各國的指數成分股
   參考S&

GLOBAL 1200
   參考iSHARE的世界各國ETF持股狀況內容
   參考世界各國的ADR,刪除所有原物料,鋼鐵,航運,航空,小型公司

   按一按盈再表,依據巴班選股方法

(3) ROE可以暫時用BLOOMBERG的P/B ( 股價淨值比)  除以 P/E ( 本益比)

   ROE = 100* ( (P/B) / (P/E) )
   就可以手動快速瞭解ROE,
   如果ROE太小就不按盈再表

   省時省力

(4) 美股或美股ADR就直接查詢 MORNINGSTAR 的ROE

最後資料管理就直接用本益比大小....
用本益比直接排序,從最小排到最大
出現在電腦螢幕第一頁的公司.....才按盈再表

這樣省時省力到最高點.....

[ 本帖最後由 kaka 於 2014-8-25 17:18 編輯 ]

作者: mikeon88 時間: 2014-8-25 17:08

釀也費了好大的工夫，
年輕人有前途，
繼續努力，
把答案告訴我就好。

作者: kaka 時間: 2014-8-25 17:11

實在是按盈再表很花時間
所以要找一些省時間的方法

作者: kaka 時間: 2014-8-25 17:11

同學報股票明牌

我也一直抄股票明牌

每個國家都可能輪流出事

所以要先準備好世界各國投資名單

等待機會到來

[ 本帖最後由 kaka 於 2014-8-25 17:23 編輯 ]

作者: mikeon88 時間: 2014-8-25 17:24

巴菲特班是一直在快速前進的團體，
同學們推著我們大步向前。

埋下善心的種子，就會有豐碩的成果。

作者: kaka 時間: 2014-8-25 17:30

少看一些電視節目....就會有時間啦...

作者: chenleon1 時間: 2014-8-26 09:59

作者: mikeon88 時間: 2014-8-26 10:32

作者: kuenhsieh 時間: 2014-8-26 10:56

建議置頂不然沉下去就浪費了kaka桑的用心了

作者: chenleon1 時間: 2014-8-26 11:06

挪威國家石油公司
挪威國家石油公司，上市名挪威國家石油，前稱挪威國家石油海德羅，是挪威能源公司，2009年由挪威國家石油海德羅改名而來。至於挪威國家石油海德羅，則是由挪威國家石油和海德羅油氣2007年合併而來。 挪威國家石油是世界上最大的離岸石油天然氣公司也是北歐地區收入最高的公司。維基百科
股價： STOHF (OTCMKTS) $28.30 +0.08 (+0.28%)
8月25日下午12:35 GMT-4 - 免責聲明
總部： 挪威斯塔萬格
成立於： 2007 年 10 月 1 日

Statoil ASA, (OSE: STL), is a Norwegian multinational oil and gas companyheadquartered in Stavanger, Norway. It is a fully integrated petroleum company with operations in thirty-six countries. By revenue, Statoil is ranked by Forbes Magazine (2013) as the world's eleventh largest oil and gas company and the twenty-sixth largest company, regardless of industry, byprofit in the world.[3] The company has about 23,000 employees.[2]

作者: kaka 時間: 2014-9-1 15:48

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: 2014-9-15 21:00

作者: kaka 時間: 2014-9-15 21:03

Fred. Olsen Energy
Fred. Olsen Energy is a Norwegian offshore drilling rig company, offering services for the offshore industry within development and production of oil and gas. The company operates in two segments; Offshore Drilling and Engineering & Fabrication, the latter of which includes the Northern Irish shipyard Harland and Wolff.
Fred. Olsen Energy has its headquarters in Oslo, and offices in Stavanger, UK, Brazil, Mexico, Hungary, India, USA and Singapore. The Company was established in 1997 and is listed on the Oslo stock exchange with the ticker FOE. The main shareholders are the companies Bonheur and Ganger Rolf ASA, which is controlled by the Olsen family. The Chairman of the board is Anette Olsen.


Public(Allmennaksjeselskap)
OSE: FOE
Offshore services
1997
Oslo, Norway
Anette Olsen (Chairman) Ivar Brandvold (CEO)
Offshore drilling marine engineering
NOK 6.019 billion (2010)[1]
NOK 2.179 billion (2010)[1]
NOK 1.938 billion (2010)[1]
NOK 13.52 billion (end 2010)[1]
NOK 6.939 billion (end 2010)[1]
1,245 (average, 2010)[1]
www.fredolsen-energy.no

[ 本帖最後由 kaka 於 2014-9-15 21:06 編輯 ]

作者: kaka 時間: 2014-9-15 21:11

Prosafe SE is the world's leading owner/operator of semi-submersible accommodation vessels.
The company is listed on the Oslo Stock Exchange and posted revenues of USD 523.5 million in 2013.

[ 本帖最後由 kaka 於 2014-9-15 21:17 編輯 ]

作者: kaka 時間: 2014-9-15 21:22

TGS-NOPEC Geophysical Company

http://www.tgs.com/default.aspx

TGS-NOPEC Geophysical Company, referred to as TGS and listed on the Oslo Stock Exchange, was founded by a 1998 merger of TGS (Tomlinson Geophysical Services Inc.), Calibre Geophysical Co. Inc (founded 1981), and NOPEC (NOrwegian Petroleum Exploration Consultants) International ASA founded in 1981, with financial headquarters in Oslo, Norway.

The Company is led by CEO Robert Hobbs and has employees based in cities around the globe with main offices located in Oslo, Calgary, Houston, London and Perth. TGS provides multi- client geoscience data to oil and gas Exploration and Production companies worldwide through four product lines. Multi-client geophysical data, multi-client geological data, imaging services and reservoir solutions. TGS’s data management receives, inventories, and stores seismic data tapes and materials for multi-client 2D and 3D seismic surveys.
In addition to global geophysical and geological data libraries that include multi-client seismic data, magnetic and gravity data, digital well logs, production data and directional surveys, TGS also offers processing and imaging services, interpretation products, permanent reservoir monitoring and data integration solutions.

TGS-NOPEC Geophysical Company ASAType Traded asIndustryFoundedHeadquartersArea servedKey peopleProductsRevenueOperating income Profit Total assets Total equityEmployeesWebsite


Allmennaksjeselskap
OSE: TGS
Geoscience data
1981
Asker, Norway
Global
Robert Hobbs (CEO)Kristian Johansen ,(CFO), Henry H. Hamilton III (Chairman)
Multi-client geophysical data, multi-client geological data, imaging services and reservoir solutions
US $883.4 million (2013)[1]
US $386.976 million (2013)[2]
US $269.106 million (2013)[2]
US $1,736.257 million(2013)[2]
US $1,292.979 million(2013)[2]
912 (average, 2013)[2]
tgs.com

[ 本帖最後由 kaka 於 2014-9-15 21:27 編輯 ]

作者: hence 時間: 2014-9-15 22:12

我也提供一個, SDRL.

作者: vivian（景月） 時間: 2015-1-2 18:37

作者: kaka 時間: 2015-4-2 21:05

挪威的美股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
Oslo Bors 奧斯陸證券交易所
http://www.oslobors.no/ob_eng/
OMX Stockholm 斯德哥爾摩證券交易所
http://www.nasdaqomxnordic.com/shares

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: 2015-4-2 21:06

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
Oslo Bors 奧斯陸證券交易所
http://www.oslobors.no/ob_eng/
OMX Stockholm 斯德哥爾摩證券交易所
http://www.nasdaqomxnordic.com/shares

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	2015/4/2					ROE（大概計算的ROE , 不是使用常利）	行業	Google Finance代號	美股ADR代號	美股交易所+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 ) , 證券交易所		MorningStar 晨星 (本益比,股價淨值比), Google Finance HK ( 股票篩選器 )
公司名稱	股票代號	貨幣	總市值 (MNOK) Mkt. cap	市盈率 (P/E)	市帳率(P/B)
Statoil	STLO	MNOK	458,032	20.9	1.2	5.7	石油工業	STO:STLO	STO	NYSE:STO
Telenor	TELO	MNOK	244,437	36.9	3.5	9.5	電信	STO:TELO	TELNY	OTCMKTS:TELNY
Yara International	YARO	MNOK	114,332	15.0	1.7	11.3	農業化學,肥料	STO:YARO	YARIY	OTCMKTS:YARIY
Gjensidige Forsikring	GJFO	MNOK	69,791	16.1	3.1	19.3	金融	STO:GJFO	GJNSY	OTCMKTS:GJNSY
TGS-NOPEC Geophysical Company	TGSO	MNOK	18,410	8.8	1.8	20.5	水下地理圖形資料	STO:TGSO	TGSGY	OTCMKTS:TGSGY

作者: kaka 時間: 2015-4-2 21:07

作者: kaka 時間: 2015-6-11 10:57

Gjensidige Forsikring ASA 金融保險

OTCMKTS:GJNSY
STO:GJFO

https://www.gjensidige.no/group/about-us

Gjensidige groupWe are a leading Nordic general insurance company.

We also offer banking, pension and savings products in Norway.

Gjensidige has provided insurance services for nearly 200 years.

The Group's operations are divided into six business areas:

General Insurance Private
General Insurance Commercial
General Insurance Nordic
General Insurance Baltics
Pension and savings
Retail bank

作者: kaka 時間: 2015-6-11 11:09

Statoil 石油工業 , 能源

NYSE:STO
STO:STLO

http://www.statoil.com/en/about/pages/default.aspx

Our company

Statoil is an international energy company with operations in 37 countries.

Building on more than 40 years of experience from oil and gas production on the Norwegian continental shelf, we are committed to accommodating the world's energy needs in a responsible manner, applying technology and creating innovative business solutions.

We are headquartered in Stavanger, Norway with approximately 23,000 employees worldwide, and are listed on the New York and Oslo stock exchanges.
The Statoil way The way we work is as important as the goals we achieve.

We believe that competitive returns for our shareholders are best achieved through a values-based performance culture, stringent ethical requirements and a code of conduct which promotes personal integrity.

We set absolute requirements for health, safety and the environment (HSE).

We aim to meet the demand for energy which is necessary for further economic and social development, while showing consideration for the environment and making an active effort to fight global climate change.

Safe and efficient operations are our first priority.

We have won great renown for our technical safety monitoring system and our safe behaviour programme.

We are convinced that all accidents can be avoided, and our goal is always to achieve zero personal injuries.

We emphasise continuous work for an improved HSE performance in all our activities.

We focus on contributing to sustainable development via our core activities in the countries in which we operate.

We are committed to openness and anti-corruption work, and to respect for human rights and employee rights.

That applies both to our own activities and to those parts of the value chain over which we have significant influence.

[ 本帖最後由 kaka 於 2015-6-11 11:10 編輯 ]

作者: kaka 時間: 2015-6-11 11:18

Telenor 電信

OTCMKTS:TELNY
STO:TELO

http://www.telenor.com/

Telenor Group is an international provider of tele, data and media communication services.

[ 本帖最後由 kaka 於 2015-6-11 11:19 編輯 ]

作者: kaka 時間: 2015-6-11 11:28

TGS-NOPEC Geophysical Company  水下地理圖形資料

OTCMKTS:TGSGY
STO:TGSO

http://www.tgs.com/about-tgs/

Company

TGS provides global geoscientific data products and services to the oil and gas industry to assist with licensing rounds and the preparation of regional data programs.

TGS invests in multi-client data projects in frontier, emerging and mature markets worldwide that make up a data library of seismic imaging , well data and interpretive products and services.

Values

TGS is responsible to its customers and to the quality products and exemplary service that differentiates TGS from its competitors.

Honesty, integrity, and fairness form the cornerstones of the Company’s relationships.

TGS is responsible to the communities and environment in which its employees live and work.

Finally, TGS is responsible to its shareholders and believes that the business must make a profit, and growth is fundamental to its success.

Read Statement of Values »

Products & Services
TGS has acquired 2D and 3D multi-client seismic data in North and South America, Europe, Africa, Asia Pacific and the Arctic. There is also a database of marine gravity, magnetics and aeromagnetic data. All multi-client data can be viewed through the Interactive Map.

Data from marine, land, OBC, transition zone and wide-azimuth acquisition methods are processed by the Imaging Services group, who specialize in 2D and 3D data with products and services including time/depth and anisotropic imaging.

TGS has the industry’s largest collection of on-line well data in areas within North America, South America, Europe, Russia and Africa.

TGS offers interpretation studies and services that integrate seismic, well logs, biostratigraphic data, core data and other geoscientific data to create basin-wide regional frameworks.

TGS’ geoscientists are also available for contract consulting work in geology, geophysics and petrophysics.

[ 本帖最後由 kaka 於 2015-6-11 11:29 編輯 ]

作者: kaka 時間: 2015-6-11 11:37

Yara International 農業 , 農業化學 , 肥料

OTCMKTS:YARIY
STO:YARO

http://yara.com/about/at_a_glance/

Key figures 2014

Revenues: NOK 95.3 billion
EBITDA: NOK 16.4 billion
Total Sales: 35.0 million tons
Fertilizer sales: 26.3 million tons
Industrial sales: 6.6 million tons (*Including feed phosphates and CO2)
Employees: 12,073 at year-end

Key facts

Established as Norsk Hydro in 1905, demerged as Yara International ASA in 2004
President and CEO (acting) since October 2014: Torgeir Kvidal
Headquartered in Oslo, Norway: Listed on the Oslo Stock Exchange
Global presence with operations and offices in more than 50 countries and sales to more than 150 countries

Our business:

Agriculture development

We offer the most comprehensive range of fertilizers in the industry
Our portfolio ranges from single nutrient fertilizers to complex compounds and micronutrients for feeding plants
Global leading producer of ammonia, nitrates, NPK, and specialty fertilizers

Industrial solutions

Our portfolio contains products and integrated solutions for optimizing industrial processes, water treatment and preventing air pollution, including NOX abatement solutions for industrial plants, vehicles and vessels
Expertise in CO2, Dry Ice and solutions for the civil explosives and mining industries
European leading position in nitrogen applications