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標題: 印度好股分享 [打印本頁]

作者: kaka    時間: 2014-8-25 17:37     標題: 印度好股分享


作者: kaka    時間: 2015-4-6 11:12

印度的美股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

1) 選擇市值大型股

Google Finance 中文網站       
Google Finance              英文網站         
印度孟買證券交易所 The Bombay Stock Exchange Limited
MorningStar 晨星 (ROE)
MorningStar 晨星 (本益比,股價淨值比)

在按盈再表之前,為了節省按盈再表的時間,將Google Finance 英文網站,ADR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

2) 高ROE
MorningStar 晨星 (ROE)
MorningStar 晨星 (本益比,股價淨值比)

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: 2015-4-6 11:13

Google Finance 中文網站       
Google Finance              英文網站         
印度孟買證券交易所 The Bombay Stock Exchange Limited
MorningStar 晨星 (ROE)
MorningStar 晨星 (本益比,股價淨值比)
時間2015/4/6ROE(大概計算的ROE , 不是使用常利)
Google Finance代號
在按盈再表之前,為了節省按盈再表的時間,將Google Finance 英文網站,ADR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
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 (億) Mkt. cap市盈率 (P/E)市帳率(P/B)
Infosys Ltd美股ADRINR217220524資訊軟體服務BOM:500209INFYNYSE:INFY
HDFC Bank Limited美股ADRINR103433618金融BOM:500180HDBNYSE:HDB
Wipro Limited美股ADRINR63123522資訊軟體服務BOM:507685WITNYSE:WIT
Tata Motors Limited美股ADRINR56512218汽車BOM:500570TTMNYSE:TTM

作者: kaka    時間: 2015-4-6 11:15

作者: mikeon88    時間: 2015-4-6 11:33

作者: kaka    時間: 2015-4-6 11:36


作者: 甜酒釀    時間: 2015-4-6 13:03

作者: kaka    時間: 2015-6-27 09:35

HDFC Bank Limited 金融

印度 BOM:500180

The Housing Development Finance Corporation Limited (HDFC) was amongst the first to receive an ‘in principle’ approval from the Reserve Bank of India (RBI) to set up a bank in the private sector, as part of RBI’s liberalisation of the Indian Banking Industry in 1994.

The bank was incorporated in August 1994 in the name of ‘HDFC Bank Limited’, with its registered office in Mumbai, India.

HDFC Bank commenced operations as a Scheduled Commercial Bank in January 1995.

HDFC Bank Limited (HDFC Bank) is a banking company.

The Bank is engaged in providing a range of banking and financial services, including commercial banking and treasury operations.

The Company’s subsidiaries include HDFC Securities Limited and HDB Financial Services Limited.

The Bank operates in four segments: Treasury which consists of net interest earnings from the Bank’s investment portfolio, money market borrowing and lending; Retail Banking provides financial services of various deposit products, of retail loans, credit cards, debit cards, depository, bill payments and several transactional services; Wholesale banking’s financial institutions and Government business group offers commercial and transaction banking products to financial institutions, mutual funds, public sector undertakings, central and state Government departments, and other banking business include income from para banking activities, such as credit cards, debit cards and primary dealership business.

[ 本帖最後由 kaka 於 2015-6-27 09:36 編輯 ]
作者: kaka    時間: 2015-6-27 09:51

ICICI Bank Ltd

印度 BOM:532174


ICICI Bank is India's largest private sector bank with total assets of Rs. 6,461.29 billion (US$ 103 billion) at March 31, 2015 and profit after tax Rs. 111.75 billion (US$ 1,788 million) for the year ended March 31, 2015.

ICICI Bank currently has a network of 4,050 Branches and 12,665 ATM's across India.

ICICI Bank Limited (the Bank) is a banking company.

The Bank is a diversified financial services group offering a range of banking and financial services to corporate and retail customers through a variety of delivery channels.

The Bank operates in the segments: retail banking, wholesale banking, treasury, other banking, life insurance, general insurance and others.

The Bank provides a range of commercial banking and project finance products and services, including loan products, fee and commission-based products and services, deposit products and foreign exchange and derivatives products to corporations, middle market companies and small and medium enterprises in India.

Its commercial banking operations for retail customers consist of retail lending and deposit taking and distribution of third party investment products.

It also offers agricultural and rural banking products.

[ 本帖最後由 kaka 於 2015-6-27 09:53 編輯 ]
作者: kaka    時間: 2015-6-27 10:11

Infosys Ltd 資訊軟體服務

印度 BOM:500209

About UsInfosys is a global leader in consulting, technology, and outsourcing and next-generation services.

We enable clients in more than 50 countries to outperform the competition and stay ahead of the innovation curve.

With US$8.7 bn in FY15 revenues and 176,000+ employees, we are helping enterprises renew themselves while also creating new avenues to generate value.

We provide enterprises with strategic insights on what lies ahead. We help enterprises transform and thrive in a changing world through strategic consulting, operational leadership, and the co-creation of breakthrough solutions, including those in mobility, sustainability, big data, and cloud computing.

Infosys Limited (Infosys) is a services company that provides business consulting, technology, engineering and outsourcing services.

The Company also offers products, platforms and solutions to clients in different industries. Its business solutions include business IT services, consulting and systems integration services, products, business platforms and solutions, and cloud computing and enterprise mobility.

Business IT services comprise application development and maintenance, independent validation services, infrastructure management, engineering services comprising product engineering and life cycle solutions and business process management.

Consulting and systems integration services include consulting, enterprise solutions, systems integration and advanced technologies. Products, business platforms and solutions include Finacle, the company’s banking product.

[ 本帖最後由 kaka 於 2015-6-27 10:13 編輯 ]
作者: kaka    時間: 2015-6-27 10:58

Tata Motors Limited 塔塔汽車

印度 BOM:500570

Company Profile

Company Profile

Tata Motors Limited  is India's largest automobile company, with consolidated revenues of INR  2,62,796 crores (USD 42.04 billion) in 2014-15. It is the leader in commercial  vehicles in each segment, and among the top in passenger vehicles with winning  products in the compact, midsize car and utility vehicle segments.

The Tata Motors  Group's over 60,000 employees are guided by the mission "to be passionate in  anticipating and providing the best vehicles and experiences that excite our  customers globally."

Tata Motors Limited is engaged manufacturing automotive vehicles.

The Company’s business operations include automotive operations and all other operations.

The Company’s automotive operations include all activities relating to development, design, manufacture, assembly and sale of vehicles, as well as sale of related parts and accessories.

The Company operates six automotive manufacturing facilities in India: at Jamshedpur in the state of Jharkhand, at Pune in the state of Maharashtra, at Lucknow in the state of Uttar Pradesh, at Pantnagar in the state of Uttarakhand, Sanand in the state of Gujarat and at Dharwad in the state of Karnataka.

The Company also operates three automotive manufacturing facilities in the United Kingdom through its Jaguar Land Rover business: at Solihull in the West Midlands, Castle Bromwich in the West Midlands and at Halewood in Liverpool and has design and engineering facilities located at Whitley and Gaydon.

[ 本帖最後由 kaka 於 2015-6-27 11:00 編輯 ]
作者: kaka    時間: 2015-6-27 11:15

Wipro Limited 資訊軟體服務

日股 BOM:507685

Company Overview

Wipro Ltd (NYSE:WIT) is a global information technology, consulting and outsourcing company with 158,217 employees serving clients in 175+ cities across 6 continents.

The company posted revenues of $7.5 billion for the financial year ended Mar 31, 2015.

Wipro helps customers do business better by leveraging our industry-wide experience, deep technology expertise, comprehensive portfolio of services and vertically aligned business model. Our 55+ dedicated emerging technologies ‘Centers of Excellence’ enable us to harness the latest technology for delivering business capability to our clients.

Wipro is globally recognized for its innovative approach towards delivering business value and its commitment to sustainability. Wipro champions optimized utilization of natural resources, capital and talent. Today we are a trusted partner of choice for global businesses looking to ‘differentiate at the front’ and ‘standardize at the core’ through technology interventions.

In today’s world, organizations will have to rapidly reengineer themselves and be more responsive to changing customer needs. Wipro is well positioned to be a partner and co-innovator to businesses in their transformation journey, identify new growth opportunities and facilitate their foray into new sectors and markets.

Wipro Limited is a global information technology (IT), services Provider.

The Company develops and integrates solutions that enable its clients to leverage IT in achieving their business objectives at competitive costs.

The Company uses its quality processes and global talent pool to deliver time to development advantages, cost savings and productivity improvements.

The Company’s business comprises of IT Services businesses, which provide a range of IT and IT-enabled services which include IT consulting, custom application design, development, re-engineering and maintenance, systems integration, package implementation, global infrastructure services, BPO services, research and development and hardware and software design to leading enterprises worldwide, and IT Products business segments provides a range of third-party IT products, which include computing, storage, networking, security and software products, including databases and operating systems.

[ 本帖最後由 kaka 於 2015-6-27 11:17 編輯 ]
作者: kaka    時間: 2017-8-11 17:56

作者: kaka    時間: 2017-8-11 17:57

印度國家證券交易所 National Stock Exchange
孟買證券交易所 Bombay Stock Exchange Ltd
Company Name
NSE  ( 印度國家證券交易所 National Stock Exchange )BSE ( 孟買證券交易所 Bombay Stock Exchange Ltd )美股代號
台股 ETF代號
Bharti Airtel Limited   巴帝電信電信業富邦印度
Bharti Infratel Limited  巴帝基礎建設電信業_電信基礎建設富邦印度
Bosch Limited  博世多角化投資富邦印度
Larsen & Toubro Limited多角化投資http://www.larsentoubro.comLT50051000652富邦印度
Reliance Industries Limited                                  信實工業公司是印度最大的私營集團,在1966年成立,也是世界第二大的私營集團,其最大股東為穆克什·安巴尼。 信任工業在美國《財富》雜誌2008年評選的全球500強企業中,排名206。多角化投資_工業富邦印度
Titan Co Ltd 泰坦工業公司多角化投資_精密工業,手錶,珠寶,眼鏡,服飾配件沒有50011400652富邦印度
ITC Limited  國際貿易中心有限公司多角化投資_菸草,食品http://www.itcportal.comITC50087500652富邦印度
Adani Ports and Special Economic Zone Limited港口服務,航運http://www.adani.comADANIPORTS53292100652富邦印度
Asian Paints Limited化學工業_油漆https://www.asianpaints.comASIANPAINT50082000652富邦印度
Housing Development Finance Corporation Limited                                                住房開發金融公司金融業_房屋貸款富邦印度
Indiabulls Housing Finance Limited金融業_房屋貸款https://www.indiabullshomeloans.comIBULHSGFIN53578900652富邦印度
Axis Bank Limited  艾克塞斯銀行金融業_銀行https://www.axisbank.comAXISBANK53221500652富邦印度
Bank of Baroda 巴羅達銀行金融業_銀行http://www.bankofbaroda.comBANKBARODA沒有00652富邦印度
HDFC Bank Limited金融業_銀行        HDB00652富邦印度
ICICI Bank Limited 印度工業信貸投資銀行金融業_銀行https://www.icicibank.comICICIBANK532174        IBN00652富邦印度
IndusInd Bank Limited金融業_銀行https://www.indusind.comINDUSINDBK53218700652富邦印度
Kotak Mahindra Bank Limited                      科塔克馬辛德拉銀行金融業_銀行http://www.kotak.comKOTAKBANK50024700652富邦印度
State Bank of India    印度國家銀行                   印度孟買的一家銀行,是全印度最大的銀行,最大股東為印度政府。金融業_銀行富邦印度
Yes Bank Limited金融業_銀行https://www.yesbank.inYESBANK53264800652富邦印度
Zee Entertainment Enterprises Limited媒體娛樂http://www.zeetelevision.comZEEL50553700652富邦印度
GODREJ CONSUMER PRODUCTS LTD.民生消費用品http://www.godrejcp.com沒有53242400652富邦印度
Hindustan Unilever Limited                                印度聯合利華公司民生消費用品富邦印度
Nestle India Ltd民生消費用品_食品https://www.nestle.in沒有50079000652富邦印度

作者: mikeon88    時間: 2017-8-11 18:00

作者: kaka    時間: 2017-8-11 18:00

Company Name
NSE  ( 印度國家證券交易所 National Stock Exchange )BSE ( 孟買證券交易所 Bombay Stock Exchange Ltd )美股代號
台股 ETF代號
NTPC Limited  印度國家火力發電公司能源業_電力富邦印度
Power Grid Corporation of India Limited  印度電力公司能源業_電力http://www.powergridindia.comPOWERGRID53289800652富邦印度
Tata Power Company Limited 塔塔電力能源業_電力https://www.tatapower.comTATAPOWER沒有00652富邦印度
Coal India Limited 印度煤礦公司能源業_煤礦https://www.coalindia.inCOALINDIA53327800652富邦印度
Bharat Petroleum Corporation Limited能源業_石油天然氣https://www.bharatpetroleum.inBPCL50054700652富邦印度
GAIL (India) Limited                                           國營天然氣管理局有限公司能源業_石油天然氣http://www.gailonline.comGAIL53215500652富邦印度
Indian Oil Corporation Limited                      印度石油公司能源業_石油天然氣https://www.iocl.comIOC53096500652富邦印度
Oil & Natural Gas Corporation Limited       印度石油天然氣公司能源業_石油天然氣http://www.ongcindia.comONGC50031200652富邦印度
Maruti Suzuki India Limited                           馬魯蒂鈴木公司乃印度最大的汽車製造商,前身為印度國營企業馬魯蒂·烏德酉葛公司。2002年5月因日本汽車製造商鈴木公司之持股比例增加,成為後者之子公司,並於2007年7月改為現名。 關於公司名稱「Maruti」來自印度的風神,形容汽車行走時輕快之速度汽車https://www.marutisuzuki.comMARUTI53250000652富邦印度
Tata Motors Limited                                           塔塔汽車有限公司是印度的汽車廠商,隸屬於塔塔集團。汽車富邦印度
Tata Motors Limited                                          塔塔汽車有限公司是印度的汽車廠商,隸屬於塔塔集團。汽車富邦印度
Bajaj Auto Limited  巴賈吉汽車汽車 , 機車http://www.bajajauto.comBAJAJ-AUTO53297700652富邦印度
Hero MotoCorp Limited  英雄摩托車公司汽車 , 機車富邦印度
Mahindra & Mahindra Limited汽車 , 機車 , 農機富邦印度
Eicher Motors Limited汽車 , 卡車 , 機車http://www.eicher.inEICHERMOT50520000652富邦印度
ACC Limited水泥http://www.acclimited.comACC沒有00652富邦印度
Ambuja Cements Limited水泥http://www.ambujacement.comAMBUJACEM50042500652富邦印度
UltraTech Cement Limited水泥https://www.ultratechcement.comULTRACEMCO53253800652富邦印度
Aurobindo Pharma Limited醫療生技製藥業http://www.aurobindo.comAUROPHARMA52480400652富邦印度
Cipla Limited  西普拉醫療生技製藥業富邦印度
Dr. Reddy's Laboratories Limited醫療生技製藥業http://www.drreddys.comDRREDDY500124RDY00652富邦印度
Lupin Limited醫療生技製藥業富邦印度
Sun Pharmaceutical Industries Limited醫療生技製藥業http://www.sunpharma.comSUNPHARMA52471500652富邦印度
Tata Steel Limited 塔塔鋼鐵原物料_鋼鐵http://www.tatasteel.comTATASTEEL50047000652富邦印度
Vedanta Limited原物料_石油,天然氣,鐵,銅,鋁,電力http://www.vedantalimited.comVEDL50029500652富邦印度
Hindalco Industries Limited原物料_Aluminum and copper productshttp://www.hindalco.comHINDALCO沒有00652富邦印度
HCL Technologies Limited資訊科技服務https://www.hcltech.comHCLTECH53228100652富邦印度
Infosys Limited資訊科技服務https://www.infosys.comINFY500209INFY00652富邦印度
Tata Consultancy Services Limited                 塔塔諮詢服務公司資訊科技服務https://www.tcs.comTCS53254000652富邦印度
Tech Mahindra Limited資訊科技服務http://www.techmahindra.comTECHM53275500652富邦印度
Wipro Limited  威普羅資訊科技服務http://www.wipro.comWIPRO507685        WIT00652富邦印度

作者: kaka    時間: 2017-8-11 18:13

(1)  1-1) 參考書籍: 經貿透視雙周刊


      1-2) 參考書籍: 印度投資入門


(2) 印度在美股的ADR很少,印度產業很壟斷,少數公司占據大部分市場,歷史悠久     如果台灣要投資印度,除了少數好的公司有美股ADR,及美股的印度ETF


[ 本帖最後由 kaka 於 2017-8-11 18:18 編輯 ]
作者: kaka    時間: 2017-8-11 23:42

作者: kaka    時間: 2017-8-12 11:02


1) 選擇 Stocks

[ 本帖最後由 kaka 於 2017-8-12 11:04 編輯 ]
作者: kaka    時間: 2017-8-12 11:06

2)  選擇 1個公司股票 , 例如 : ACC

作者: kaka    時間: 2017-8-12 11:09

印度產業也可從這裡了解, 美國,德國,英國,日本,瑞士...都有公司在印度股市上市

作者: kaka    時間: 2017-8-12 11:11

4) 選擇 ACC 代號的公司股票,可進入ACC的財務報表及市場交易資料說明

作者: kaka    時間: 2017-8-12 11:13

5) 選擇左邊的 FINANCIALS , 可看到財務報表

作者: kaka    時間: 2017-8-12 11:17

6) 選擇合併報表 ( Consolidated )

作者: kaka    時間: 2017-8-12 11:23

7) ROE (股東權益報酬率) , EPS (每股稅後淨利) , 每股淨值 ,
    年報(Annual Report )

[ 本帖最後由 kaka 於 2017-8-12 11:25 編輯 ]
作者: kaka    時間: 2017-8-12 11:29

8) Payout Ratio ( 配息率 )

作者: kaka    時間: 2017-8-12 11:34

9) 營收 ( 合併報表 Consolidated )

[ 本帖最後由 kaka 於 2017-8-12 11:36 編輯 ]
作者: kaka    時間: 2017-8-12 11:40

10) 稅後淨利 , 每股稅後淨利  EPS

作者: kaka    時間: 2017-8-12 11:49

11) 盈餘再投資比率(盈再率) 計算,所需要的資產負債表 ( Balance  
       Sheet ), 及損益表 ( Profit  & Loss )

        選擇合併報表( Consolidated )

作者: kaka    時間: 2017-8-12 11:51

12) 選擇 Company Info (公司資訊) , 在Background有公司網站

[ 本帖最後由 kaka 於 2017-8-12 11:59 編輯 ]
作者: kaka    時間: 2017-8-12 12:03

13) 選擇 SHAREHOLDING , 內有投資者的分類及數量.

作者: kaka    時間: 2017-8-12 12:10

14) 選擇 ANNUAL REPORT (年報)
     內有經濟形勢與展望( 10. ECONOMIC SCENARIO AND OUTLOOK ) ,
     及公司水泥產業的展望與機會(11. CEMENT INDUSTRY -


     ACC公司,水泥產業的展望與機會(11. CEMENT INDUSTRY -

[ 本帖最後由 kaka 於 2017-8-12 12:21 編輯 ]
作者: kaka    時間: 2017-8-12 12:21

15) 使用英文版 Wiki 網站, 可知道公司介紹
      英文版 Wiki 網站



[ 本帖最後由 kaka 於 2017-8-12 12:39 編輯 ]
作者: kaka    時間: 2017-8-12 12:36

以上提供參考 , 每種項目的定義不同於盈再表(例如: 常利),


作者: kaka    時間: 2017-8-12 13:06

印度國家證券交易所 National Stock Exchange   

<印度 NIFTY 50 指數>

Live Market > Live Watch > Index >選擇不同的指數,可得到指數成份股"}">Live Market > Live Watch > Index >選擇不同的指數,可得到指數成份股

作者: kaka    時間: 2017-8-12 13:15

孟買證券交易所 Bombay Stock Exchange Ltd BOM

<S&P 印度 BSE SENSEX 指數 >

Indices > 選擇 S&P BSE SENSEX  >選擇 More ,可以得到指數成份股"}">Markets > Indices > 選擇 S&P BSE SENSEX  >選擇 More ,可以得到指數成份股

S&P 印度 BSE SENSEX 指數成分股 ( 孟買證卷交易所 )

作者: kaka    時間: 2017-8-12 13:49

18) 本益比 P/E ratio

     使用Google Finance , 建立印度的指數成分股,在 Fundamentals 可查詢本益比 P/E ratio
     排序本益比 P/E ratio,從小而大,現在(2017/08/12)的印度指數成分股的本益比已經偏高,

     普遍已經偏貴 , 控制持股比例也須小於30%或小於50%,

    圖太大,請自行點開,就可看到 P/E

[ 本帖最後由 kaka 於 2017-8-12 13:55 編輯 ]
作者: mikeon88    時間: 2017-8-12 17:22

作者: kaka    時間: 2017-9-13 01:41

巴菲特看好印度潛力 但因為這個理由他沒投資

2017-05-09 18:45經濟日報 記者劉雲╱即時報導




巴菲特2011年造訪印度時,波克夏便已進入當地市場,與印度Bajaj Allianz保險公司合作網路銷售保單。但據傳波克夏在兩年後便終止這項合作關係,理由是管制過於嚴格。



[ 本帖最後由 kaka 於 2017-9-13 01:42 編輯 ]
作者: kaka    時間: 2017-9-13 02:20





所以,大家都很正常, 開心就好……

[ 本帖最後由 kaka 於 2017-9-13 02:27 編輯 ]
作者: kaka    時間: 2018-1-20 09:33

印度..金融..HDFC Bank(印度 500180,美股 HDB)

[ 本帖最後由 kaka 於 2018-1-20 09:36 編輯 ]
作者: kaka    時間: 2018-1-20 09:44

印度..金融..ICICI Bank(印度 532174,美股 IBN)

歡迎光臨 巴菲特班 洪瑞泰 (Michael On) ( Powered by Discuz! 5.0.0