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標題: 五金股 [打印本頁]

作者: chenleon1 時間: 2014-9-16 11:21 標題: 五金股

Stanley Black & Decker, Inc., formerly known as The Stanley Works, is a Fortune 500 American manufacturer of industrial tools and household hardware and provider of security products and locks headquartered in New Britain,Connecticut. Stanley Black & Decker is the result of the merger of Stanley Works and Black & Decker on March 12, 2010.[4]

工商時報【記者曾麗芳、李麗滿╱嘉義報導】
外資收購台灣企業再添一樁！台灣最大、亞洲第3大、全球第5大製鎖公司的東隆五金（8705），將以每股42.85元（含100年度現金股利1.8元）、總交易金額22.77億元，轉賣給全球百大國際集團、美國史丹利百得公司子公司，這是東隆繼香港匯豐銀行入主後、再度成為外商公司。
身兼東隆五金董事長的特力集團董事長何湯雄指出，東隆五金、美國史丹利百得、特力是這樁併購的「三大贏家」。
何湯雄受訪時強調，「在全球經濟局勢低迷之際，全球百大國際集團願意收購台灣傳產業，不僅是對台灣傳產業的研發與製造技術是一種肯定，對台灣也是一大肯定！」
何湯雄表示，美國史丹利百得集團去年營收高達110多億美元，10多年來一直是東隆五金最大的單一客戶。東隆五金去年營收約1億美元，史丹利百得一家就囊括4,000萬美元、約40％的營業額，最高還曾經佔東隆五金年營收的70％。
何湯雄說，史丹利百得子公司入主東隆五金後，東隆五金未來的經營將更為穩固，史丹利百得甚至訂下3年計劃，打算進一步擴大投資東隆五金的菲律賓廠。他說，菲律賓廠單月可製鎖100萬組、月營收達千萬美元。
他說，特力在賣出68％的東隆持股、取得23.77億元（含100年現金股利約1億元）資金後，未來將持續專注於貿易與零售等核心業務。因為這筆交易，特力的負債比也將因此大幅降低。
昨日下午，何湯雄與美國史丹利百得代表南下東隆五金嘉義總廠，親自向800名員工宣布該樁併購案。何湯雄說，不希望員工透過媒體知道「老闆換人」了。不過，他強調，員工得知買主是美國史丹利百得子公司後，「員工都很開心，畢竟是國際大廠。」
談起這樁交易的過程時，何湯雄表示，特力入主東隆5年以來，每年平均回報率達15％，但因特力只能在銷售與通路上協助東隆，對製造卻幫不上忙，而美國史丹利百得子公司是東隆最大的單一客戶，2年前透露想在亞洲地區投資設廠，但因設廠籌備期要2至3年，表明有意願直接購併東隆五金。
「東隆的選擇真的不多」，何湯雄坦言，美國史丹利百得是東隆最大的單一客戶，一旦自行在亞洲設廠，最終會把訂單抽回自製，屆時，「史丹利百得將變成東隆五金的競爭對手。」
因此，當美國史丹利百得去年11月認真找他進一步洽談購併案時，開出的收購價格又高，讓何湯雄決定「幫東隆五金找到好婆家嫁了」，昨日選在520之後公開這樁「喜訊」。何湯雄說，美國史丹利百得子公司直接收購東隆五金，節省2至3年的設廠籌備期，對方也覺得這是一樁好交易。
去年每股稅後盈餘1.8元的東隆五金，昨（21）日開盤不久、就拉出一根長長的漲停板，上漲2.45元，收盤價站上37.75元，創下近年來的新高價；東隆今年以來，股價漲幅達43.26％，最近1個月漲幅24.59％。

作者: chenleon1 時間: 2014-9-16 11:21

亞薩合萊（ASSA ABLOY AB）美股 : ASAZY

http://zh.wikipedia.org/wiki/%E4%BA%9A%E8%90%A8%E5%90%88%E8%8E%B1

http://wiki.mbalib.com/zh-tw/%E4%BA%9A%E8%90%A8%E5%90%88%E8%8E%B1

亞薩合萊簡介

　　亞薩合萊（ASSA ABLOY）是瑞典知名鎖具公司，集團總部位於瑞典首都斯德哥爾摩市，最早於1994年發源於北歐，其前身為瑞典保全公司Securitas及此後很快收購的具有300多年曆史的芬蘭鎖具公司 Abloy。

　　集團通過收購美國、法國、德國、義大利、加拿大、南韓等國家知名鎖具企業，不斷發展壯大從而成為當今世界領先的鎖具製造商和全球頂尖的鎖具供應商，從那以後，亞薩合萊（ASSA ABLOY）集團作為具有世界領先地位的鎖具跨國企業集團，擁有眾多國際品牌，其中包括瑞典的ASSA，BESAM，芬蘭的ABLOY，挪威的VINGCARD，德國的IKON，effeff, 美國的YALE， SARGENT，HID等，法國的VACHETTE和澳洲的LOCKWOOD，以色列的MUL-T-LOCK，南韓的BEST Metaline，中國的GULI等等，集團始終致力於滿足終端用戶對安全、保險以及便利的各種要求。1994年11月8日， ASSA ABLOY在斯德哥爾摩股票交易所上市。1995年10月飆升為A股， 2012年年底，集團在全球共擁有約43,000多名雇員. 在過去的10多年裡, ASSA ABLOY的銷售額從最初30億SEK 增加至2012年的466億SEK,並且占全球10%以上的鎖具市場份額。

作者: chenleon1 時間: 2014-9-16 11:23

OTCMKTS:SDVKY Sandvik is a Swedish company founded in 1862 byGoran Fredrik Goransson (sv) in Sandviken. Sandvik is ahigh-technology engineering group in tools and tooling systems for metal cutting,mining, construction equipment, products in advanced stainless steels and special alloys. Sandvik has about 47,000 employees in 130 countries, with annual sales of approximately SEK87 billion (2013).[1]

台灣山特維克合銳(股)公司為瑞典SANDVIK AB，全球最大的超硬合金製造集團，設在台灣的生產工廠。公司以最先進的設備，配合Sandvik 高水準的冶金技術，製作適合現代工業界所需要的各類型超硬合金模具及刀具的素材。公司更配備精密工作母機，代客加工各種模具、刀具，供應各界即刻可用的精良超硬合金產品。

Kennametal Inc. (Kennametal) is a supplier of tooling, engineered components and advanced materials consumed in production processes. It operates in two segments: Industrial and Infrastructure. The Company's product offering includes a wide selection of standard and customized technologies for metalworking, such as metal cutting tools, tooling systems and services, as well as advanced, materials, such as cemented tungsten carbide products, super alloys, coatings and investment castings to address customer demands. The Company specializes in developing and manufacturing metalworking tools and wear-resistant engineered components and coatings using specialized types of powder metallurgy. The Company's metalworking tools are made of cemented tungsten carbides, ceramics, cermets and super-hard materials. In November 2013, Allegheny Technologies Inc has completed the sale of its tungsten materials business to Kennametal Inc.

[ 本帖最後由 chenleon1 於 2014-9-16 11:34 編輯 ]

作者: chenleon1 時間: 2014-9-16 11:24

SKF
AB SKF，台灣子公司稱斯凱孚，是一家瑞典軸承、密封圈製造，機電一體化、維護和潤滑產品，與服務和解決方案的知名廠商。SKF集團在全世界有100多個製造基地，在70多個國家有自己的銷售公司。維基百科
總部： 瑞典哥特堡
成立於： 1907 年 2 月 16 日

作者: chenleon1 時間: 2014-9-16 11:40

莊信萬豐
莊信萬豐股份有限公司，簡稱莊信萬豐股份，以及莊信萬豐，在1817年，由培卡爾·諾頓·莊信創立，當時經營唯一鑄造貴金屬產品，後來在1851年，由喬治·萬豐加入，才改名為莊信萬豐至今。維基百科
股價： JMAT (LON) 3,138.00 GBX -32.00 (-1.01%)
9月15日下午4:38 GMT+1 - 免責聲明
總部： 英國英格蘭倫敦
執行長： 尼爾·卡森
成立於： 1817 年

Johnson Matthey Plc is a global specialty chemicals company. It operates in five divisions: Emission Control Technologies, Process Technologies, Precious Metal Products, Fine Chemicals and New Businesses. Emission Control Technologies is a supplier of catalysts for emission control. Process Technologies manufactures catalysts, absorbents and additives and licenses process technology for the chemicals and oil and gas industries. Precious Metal Products consists of refining and recycling of platinum group metals (pgms), fabrication of products using pgms and related materials and manufacture of pgm chemicals. Fine Chemicals supplies active pharmaceutical ingredients, fine chemicals and other specialty chemical products and services to the chemical and pharmaceutical industry. Effective September 03, 2014, Johnson Matthey PLC acquired Catacel Corp.

作者: chenleon1 時間: 2014-9-16 19:59

Stanley Black & Decker, Inc. 的主要手工具競爭對手！也生產醫材！http://www.b2benchmark.com/html/about.php

The Danaher Corporation is a large American global active company headquartered inWashington, D.C., United States. Its products are concentrated in the fields of design, manufacture, and marketing of industrial and consumer products. It operates in Five segments: Test & measurement, Dental, Industrial Technologies, Life Science & Diagnostics and Environmental

作者: chenleon1 時間: 2014-9-18 12:44

Pitney Bowes Inc. is a global provider of software, hardware and services to enable both physical and digital communications and to integrate those physical and digital communications channels. The Company offers a range of equipment, supplies, software, services and solutions for managing and integrating physical and digital communication channels. It conducts its business activities in seven reporting segments within two business groups: Small & Medium Business Solutions (SMB Solutions) and Enterprise Business Solutions (EB Solutions). It maintains field service organizations to provide servicing for customers’ equipment, usually in the form of annual maintenance contracts. It establishes credit approval limits and procedures of the customer and the type of product or service provided to control risk in extending credit to customers. In February 12, 2014, Pitney Bowes Inc acquired the remaining 30% interest in Pitney Bowes Semco Equipamentos e Servicos Ltda.http://www.pitneybowes.com/us/mailing-and-shipping/inserters-folders-tabbers.html

作者: chenleon1 時間: 2014-9-18 12:47

Cintas Corporation (Cintas) provides specialized products and services to businesses of all types throughout the North America, Latin America, Europe and Asia. The Company operates in four segments: Rental Uniforms and Ancillary Products, Uniform Direct Sales, First Aid, Safety and Fire Protection Services, and Document Management Services. As of May 31, 2013, the Company provided products and services to over one million businesses. As of May 31, 2013, Cintas had approximately 8,200 local delivery routes, 446 operational facilities and eight distribution centers.
http://www.cintas.com/

作者: chenleon1 時間: 2014-9-18 13:08

伊利諾伊州工具廠股份
伊利諾伊州工具廠股份有限公司，簡稱伊利諾伊州工具廠股份、伊利諾伊州工具廠，以及ITW，在1912年由拜恩·L·史密夫在伊利諾伊州創立，同時為標準普爾500指數成份股。而董事長和首席執行官為David B. Speer。現時主要業務生產工程速度、壓縮、設備、消費系統、以及特種產品。維基百科

作者: chenleon1 時間: 2014-9-18 13:10

Pall Corporation is a filtration, separation and purification company. The Company is a supplier of filtration, separation and purification technologies, principally made by the Company using its engineering capability and fluid management, filter media, and other fluid clarification and separations equipment for the removal of solid, liquid and gaseous contaminants from a variety of liquids and gases. The Company serves customers through two businesses globally: Life Sciences and Industrial. The Life Sciences business group is focused on developing, manufacturing and selling products to customers in the Medical, BioPharmaceuticals and Food & Beverage markets. The Industrial business group is focused on developing, manufacturing and selling products to customers in the Process Technologies, Aerospace and Microelectronics markets. In May 2014, the Company acquired Filter Specialists Inc, a supplier of filtration products and solutions based in Michigan City.
http://www.pall.com/main/home.page

作者: chenleon1 時間: 2014-9-18 13:13

Dover Corporation (Dover) manufactures a range of specialized products and components and also offers related services and consumables. The Company operates in four segments: Communication Technologies, Energy, Engineered Systems, and Printing & Identification. In July 2014, the Company announced that it has completed the sale of DEK Printing Machines unit (DEK). In July 2014, Dover acquired The WellMark Company. In August 2014, the Company acquired Liquip International.
http://www.dovercorporation.com/globalnavigation/our-markets/engineered-systems

作者: chenleon1 時間: 2014-9-18 13:17

Graco Inc. (Graco) design, manufacture and sell equipment that pumps, meters, mixes, dispenses and sprays a variety of fluids and semi-solids. The Company operates in three segments: Industrial, Contractor and Lubrication. Primary users of its equipment include contractors and original equipment manufacturers, who uses its equipment in a variety of applications in the construction, manufacturing, processing and maintenance industries. Its equipment is used to paint, finish, fill, glue and seal a wide range of goods and materials. Graco sells its equipment through third-party distributors worldwide. The Company sells its products in geographic markets, such as the Americas (North and South America), Europe (including the Middle East and Africa) and Asia Pacific. In January 2014, the Company announced that it has completed the acquisition of QED Environmental Systems and EcoQuip.
http://www.graco.com/tw/zh.html

作者: chenleon1 時間: 2014-9-18 13:19

Hubbell Incorporated (Hubbell) is engaged in the design, manufacture and sale of electrical and electronic products for a range of non-residential and residential construction, industrial and utility applications. Products are either sourced complete, manufactured or assembled by subsidiaries in the United States, Canada, Switzerland, Puerto Rico, Mexico, the People’s Republic of China, Italy, the United Kingdom, Brazil and Australia. Hubbell also participates in joint ventures in Taiwan, Hong Kong, and maintains sales offices in Singapore, China, Mexico, South Korea and countries in the Middle East. It operates in two segments: Electrical segment and the Power segment. The Company has several operations located outside of the United States. These operations manufacture, assemble and/or market Hubbell products and service both the Electrical and Power segments. In April 2014, Hubbell Inc acquired Litecontrol Corp.
http://www.hubbell.com/

作者: chenleon1 時間: 2014-9-18 13:31

Donaldson Company, Inc. (Donaldson) is a worldwide manufacturer of filtration systems and replacement parts. The Company's product mix includes air and liquid filtration systems and exhaust and emission control products. The Company operates in two segments: Engine Products and Industrial Products. Products in the Engine Products segment consist of air filtration systems, exhaust and emissions systems, liquid filtration systems, and replacement filters. Products in the Industrial Products segment consist of dust, fume, and mist collectors, compressed air purification systems, air filtration systems for gas turbines, polytetrafluoroethylene (PTFE) membrane-based products, and specialized air filtration systems for applications including computer hard disk drives. Effective January 14, 2014, Donaldson Co Inc acquired bankrupt Entreprise Dubourg Pere et Fils Sarl.
http://www.donaldson.com/en/catalogs/index.html

作者: chenleon1 時間: 2014-9-18 13:35

Mine Safety Appliances, or MSA Safety, is a maker of sophisticated safety products that help protect workers who may be exposed to a variety of hazardous conditions. The company’s product line includes gas monitoring and detection instruments, filter-type respirators, gas masks, breathing apparatus used by firefighters, thermal imaging cameras, firefighter helmets, ballistic body armor, military communications systems, a broad range of industrial head and fall protection products, and safety products for Do-It-Yourself consumers.[1][2] Key markets include construction, military, fire service, chemical production, oil and gas, and general industry.[1][2]
http://cn.msasafety.com/

作者: chenleon1 時間: 2014-9-19 11:26

公司創立於1968年

董事長：林志誠
資本額：新台幣 605,526,310元
員工人數：2,300人

產品項目：

家庭用縫紉機
家庭用吸塵器
家庭用淨水器

銷售國家：歐洲，美國，日本，其他 (澳洲、中南美、中東、南非等)

作者: yangsatue2001 時間: 2014-9-20 02:47

這家也不錯賣工具的

Snap-On Inc. (NYSE: SNA)

Sep 19, 2014, 2:39 p.m.

建議

sna

還原$

ROE%

4盈再%

常利$m

配息%

EPS$

股息$

拆股

2009/12

132.1

134

2.3

1.20

1:1

股價$

124.1

2010/12

130.9

187

3.2

1.23

1:1

預期報酬

2012/12

128.4

306

5.3

1.40

1:1

報酬%

15%

2013/12

127.0

350

6.0

1.58

1:1

貴$

189.8

2014t

125.4

381

6.6

1.32

1:1

報酬%

124.12

18…平均ROE

現在PER

最終PER

預期配息

60%

配息率小於40%，請再往下看「股數」有無減少，可能為避稅不高配息，改買回庫藏股

最近NAV$

39.1

(美元)

股價美元，其餘 USD。美元：USD = 1：

1.00

ADR股息扣稅%

作者: chenleon1 時間: 2014-9-20 08:38

Snap-on Incorporated (Snap-on) is a manufacturer and marketer of tools, equipment, diagnostics, repair information and systems solutions for professional users. Snap-on’s products and services include hand and power tools, tool storage, diagnostics software, information and management systems, shop equipment and other solutions for vehicle dealerships and repair centers, as well as customers in industries, including aviation, aerospace, agriculture, construction, Government and military, mining, natural resources, power generation and technical education. Snap-on also derives income from various financing programs to facilitate the sales of its products. Snap-on markets its products and brands through a number of distribution sales channels in approximately 130 countries. Its business segments include the Commercial & Industrial Group; the Snap-on Tools Group; the Repair Systems & Information Group, and Financial Services. In May 2014, the Company acquired Pro-Cut International, Inc.

http://store.snapon.com/

QUOTE:

原帖由 yangsatue2001 於 2014-9-20 02:47 發表
這家也不錯賣工具的
Snap-On Inc. (NYSE: SNA) Sep 19, 2014, 2:39 p.m. 建議 sna 還原$ ROE% 4盈再% 常利$m 配息% EPS$ 股息$ 拆股 2009/12 132.1 - 1 ...

作者: chenleon1 時間: 2014-9-22 16:22

傲勝國際企業有限公司，簡稱傲勝國際企業，以及傲勝國際（英語：OSIM International Limited，SGX：O23、OTCBB：OMIMY），在1979年，由沈財福（現任董事長及首席執行官）創立於新加坡，業務除了經營及生產各種類型電動按摩椅（主要品牌為「OSIM」、uDream、uDesire、uCrown 2、uPapa Hug和uKimono）外，還經營各種保健產品（主要品牌為「GNU」）。
其股份自2000年在新加坡交易所上市。其中以香港、中國、台灣、新加坡居多，其次是美國等國家地區，例如在2005年收購美國布洛史敦零售店55%股權[1]，而在2010年，計劃在台灣證券交易所申請以台灣存託憑證上市，但由於受到歐債危機拖累而被迫擱置。[2]
至於代言人方面，包括：劉嘉玲、劉德華、汪明荃、S.H.E.、張菲、林志玲、徐熙娣、王儷婷、容祖兒 [3]、鄭秀文等。

作者: chenleon1 時間: 2014-10-8 09:18

WW格蘭傑公司是一家財富500強的工業供應公司1927年成立於美國芝加哥。固安捷的產品目錄包括諸如產品如馬達，照明，材料處理，緊固件，水暖，工具和安全用品。收入一般是企業對企業的銷售，而不是消費者的銷售。

http://www.grainger.com/

W.W。固安捷公司，是維護，維修和運營（MRO）用品等相關產品，主要在美國和加拿大使用的企業和機構服務的供應商。該公司在兩個部分：美國和加拿大。其他業務包括在歐洲，亞洲，拉丁美洲和其他美國運營業務。在2013年8月，W.W。固安捷公司收購e＆R工業銷售，公司在2013年12月，該公司宣布，它已經完成了收購安全解決方案公司在2014年9月，二戰固安捷公司的Acklands - 固安捷公司完成收購WFS企業公司的

作者: chenleon1 時間: 2014-10-8 09:23

快扣公司是從事批發和零售的方式銷售工業及建築用品。工業和建築物資分為11產品線。本公司通過約2600公司自有門店網絡分發物資。大多數客戶都在製造和非住宅建築市場。製造業市場既包括原始設備製造商（OEM）和保養和維修的操作（MRO）。非住宅建築市場，包括通用電氣，管道，板材，和公路承包商。其他用戶其產品包括農民，卡車，鐵路，礦業公司，聯邦，州和當地政府機構，學校，以及某些零售業。從地理上看，其門店和客戶主要分佈在北美。截至2011年12月31日，本公司2585店址。
https://www.fastenal.com/web/home

快扣公司[4]是一家總部位於明尼蘇達州威諾娜一家美國公司。[5]利用其他企業的貨物分發，它擁有超過2600家分公司，遍布美國，加拿大，墨西哥和歐洲以及13配送中心。快扣轉售工業，安全和建築用品[6]，並提供服務，包括庫存管理，製造和修理工具。[7]快扣是指自己作為一個工業供應公司，[7]和路透社稱之為工業分銷商

作者: chenleon1 時間: 2015-1-18 16:16

諾信公司（諾信）是用於精密材料分配，測試和檢驗，表面處理和固化設備的製造商。諾信公司的解決方案產品組合還包括測試和檢驗設備，以及固化和表面處理的系統。它提供種類繁多的消費非耐用品，耐用消費品和技術終端市場，包括包裝，無紡布，電子，醫療，家電，能源，交通運輸，建築和一般的產品裝配和精加工。該公司的業務遍及三個部分：點膠系統，先進的技術系統和工業塗料。在點膠系統部門提供精密點膠和加工技術。先進的技術系統部門整合了諾信公司專有的產品技術來檢查質量。工業塗裝系統部門提供標準和定制設備的耐用消費品市場。

諾信公司是一家美國跨國公司的設計和製造點膠設備，消費電子和工業膠粘劑，密封劑和塗料。該公司還製造電子元件測試，檢驗用設備以及技術系統固化和表面處理工藝。該公司總部位於俄亥俄州西湖市，並擁有直接運營部門和銷售支持辦事處在大約30個國家。

作者: chenleon1 時間: 2015-1-20 15:54

Graco有限公司曾經是一家默默無聞的家族企業，現已成為流體處理設備和系統的全球領先生產商之一。它開發的技術和設備用於各種流體處理應用。例如，使用Graco設備將番茄醬擠入成千上萬的冰凍披薩上，將潤滑油和潤滑液泵送至成千上萬的汽車內，將塗料塗抹到房屋、商業和工業生產設備，以及為全世界的汽車塗上高光面漆。通過不斷成功探索各項應用，近年來Graco的業績非常顯赫。如今，Graco已是明尼蘇達州一家真正展現其市場領導者風采的企業。

固瑞克公司（Graco公司）的設計，製造和銷售設備的輸送，計量，混合，免除和噴灑各種液體和半固體的。該公司在三個部分：工業，承包商和潤滑。它的設備的主要用戶包括承包商和原始設備製造商，誰使用它的設備中的各種在建造，製造，加工和維修行業的應用程序。其設備是用於油漆，拋光，填充，膠和密封各種物資。固瑞克通過第三方分銷商在全球範圍銷售其設備。該公司銷售其產品在地域市場，如美洲（北美和南美），歐洲（包括中東和非洲）和亞太地區。在2014年1月，該公司宣布，它已經完成了收購QED環境系統和EcoQuip的。

QUOTE:

原帖由 chenleon1 於 2014-9-18 13:17 發表
Graco Inc. (Graco) design, manufacture and sell equipment that pumps, meters, mixes, dispenses and sprays a variety of fluids and semi-solids. The Company operates in three segments: Industrial, ...

作者: mikeon88 時間: 2015-1-20 16:07

Leon桑博學多聞，
今年同學會何興來演講乎，教我們如何發掘好股？

作者: chenleon1 時間: 2015-1-20 16:33

頗爾公司是過濾，分離和淨化公司。該公司是利用其工程能力和流體管理，過濾介質，以及其它流體的澄清和分離設備，用於從多種除去固體，液體和氣態污染物的過濾，分離和純化技術，由本公司主要做出了供應商液體和氣體。生命科學與工業：公司通過全球兩家企業的客戶提供服務。生命科學業務部門專注於開發，生產和銷售的產品為客戶在醫療，生物製藥和食品飲料市場。工業企業集團專注於開發，生產和銷售的產品為客戶在工藝技術，航空航天和微電子市場。在2014年5月，該公司收購了過濾專家公司，過濾產品和解決方案，總部設在密歇根城的供應商。

QUOTE:

原帖由 chenleon1 於 2014-9-18 13:10 發表
Pall Corporation is a filtration, separation and purification company. The Company is a supplier of filtration, separation and purification technologies, principally made by the Company using its ...

作者: chenleon1 時間: 2015-1-20 16:46

CLARCOR公司（CLARCOR）是過濾產品，過濾系統和服務，以及消費和工業包裝產品的供應商。該公司在三個部分：發動機/移動過濾，工業/環境過濾和包裝。本公司主要銷售過濾產品為固定式發電用發動機，用於移動設備的應用，包括卡車，汽車，公交車和機車，以及船舶，建築，工業，採礦和農業設備的發動機。該公司的工業/環保過濾段中心的工業和商業流程和建築物和各類基礎設施中使用過濾產品的製造和銷售。該公司的包裝部分是由它的子公司，JL克拉克公司（JL克拉克）及其製品進行了包括平板裝潢，金屬形狀和瓶蓋，塑料瓶蓋和容器。

作者: chenleon1 時間: 2015-2-2 21:34

最近採購嬰兒用品認識了這家公司: http://www.newellrubbermaid.com/OurBrands/Baby/Pages/Baby.aspx

Newell Rubbermaid Inc. is a global marketer of consumer and commercial products. The Company's products are marketed under a portfolio of brands, including Rubbermaid, Levolor, Goody, Calphalon, Sharpie, Paper Mate, Parker, Waterman, Irwin, Lenox, Graco, Aprica and Dymo. The Company's segments and the brands included in each of the six business segments includes Home Solutions, which includes Rubbermaid, Calphalon, Levolor, Kirsch and Goody; Writing, which includes Sharpie, Paper Mate, Expo, Prismacolor, Parker and Waterman; Tools, which include Irwin and Lenox tools, and Dymo Industrial; Commercial Products, which include Rubbermaid Commercial Products and Rubbermaid Healthcare; Baby & Parenting, which include Graco, Aprica and Teutonia, and Specialty, which include Dymo Office and Endicia. In September 2014, it acquired Ignite Holdings, LLC from North Castle Partners and its co-investors.

作者: mikeon88 時間: 2015-2-2 22:03

恭喜

作者: chenleon1 時間: 2015-2-3 20:57

Gentex Corporation is a supplier of automatic-dimming rearview mirrors and electronics to the automotive industry, dimmable aircraft windows for aviation markets, and fire protection products to the fire protection market. The Company’s business segment involves designing, developing, manufacturing and marketing interior and exterior auto-dimming automotive rearview mirrors that utilize electrochromic technology to dim in proportion to the amount of headlight glare from trailing vehicle headlamps. The Company’s products include Automotive Products, Fire Protection Products and Dimmable Aircraft Windows. Automotive Products consists of interior and exterior electrochromic automatic-dimming rearview mirrors and automotive electronics. The Company’s fire protection products are sold directly to fire protection and security product distributors under the Company’s brand name. The Company markets its products to aircraft manufacturers across the world.

http://www.gentex.com/corporate/corporate-overview
天天看到的產品, 很厲害！汽車照後鏡, 飛機窗戶, 阿帕契的頭罩顯示, 消防偵測器等等...

作者: chenleon1 時間: 2015-2-8 17:26

Applied Industrial Technologies Inc is an industrial product distributor in North America, Australia, and New Zealand. Its products include bearings, power transmission components, fluid power components & systems, and among others.

作者: chenleon1 時間: 2015-2-8 20:32

Parker Hannifin Corp is a diversified manufacturer of motion and control technologies and systems, providing precision engineered solutions for mobile, industrial and aerospace markets.

Parker is the global leader in motion and control technologies, providing precision-engineered solutions for a wide variety of mobile, industrial and aerospace markets. Parker can be found on and around everything that moves. At Parker we have an unmatched breadth and depth of products that originate from a global leadership position in nine core Motion and Control technologies that include aerospace, climate control, electromechanical, filtration, fluid and gas handling, hydraulics, pneumatics, process control, sealing and shielding. We can apply these products and technologies individually to solve customer challenges that are simpler, or we can combine them to develop systems that address challenges that are complex.

Summary

PH has a 10%-11% market share of the motion and control industry. That makes PH the largest in the industry - not bad.
It looks like PH is becoming a complete solutions company. Rather than supplying components to build systems, PH wants to work closely with customers to help build total machine systems.
There are more than 13,000 outlets with 2,306 stores globally. Having a vast and interconnected distribution network is key for any industrial company.
PH wants to be the No. 1 motion and control company. That's its vision.

作者: chenleon1 時間: 2015-2-15 22:30

又一家嬰兒用品公司:
Crown Crafts Inc operates in the infant and toddler products segment within the consumer products industry. The infant and toddler segment consists of infant and toddler bedding and blankets, bibs, soft bath products, disposable products and accessories.

QUOTE:

原帖由 chenleon1 於 2015-2-2 21:34 發表
最近採購嬰兒用品認識了這家公司:

Newell Rubbermaid Inc. is a global marketer of consumer and commerc ...

作者: kaka 時間: 2018-2-18 14:40

作者: kaka 時間: 2018-2-18 14:53

作者: kaka 時間: 2018-2-18 14:57

作者: kaka 時間: 2018-2-18 15:10

作者: kaka 時間: 2018-2-22 11:26

作者: kaka 時間: 2018-2-22 11:56

作者: kaka 時間: 2018-5-20 10:53

億豐窗簾股價最高漲到408元

作者: 蔚藍 時間: 2018-8-29 20:11

創科實業有限公司（港交所：0669），（US ADR：TTNDY）是一家在香港交易所上市的工業公司。
創科實業旗下強大品牌組合包括 MILWAUKEE、AEG 及 RYOBI 電動工具、配件及手動工具、RYOBI
及 HOMELITE 戶外園藝產品、EMPIRE 測繪及量度產品，以及 HOOVER、ORECK、VAX 及
DIRT DEVIL 地板護理產品及器具。公司在香港註冊，主席兼大股東為Horst Julius Pudwill持股量19.88%。

[ 本帖最後由蔚藍於 2018-8-29 20:16 編輯 ]

作者: mikeon88 時間: 2018-8-29 20:27

創科看起來不錯，2017年之前不認識它，現在才相見，可惜了。

作者: 蔚藍 時間: 2018-8-29 20:37

港股按起來怪怪的，可能得請Mikeon桑看一下，港股獲利顯示好像是美元？
最近在整理五金股，突然找到這間，併購不少優秀的手工具、電動工具公司。
看該公司2017財報獲利差不多是5億美元。

作者: mikeon88 時間: 2018-8-29 20:38

港股財報有些是美元計價

作者: 蔚藍 時間: 2018-9-2 21:37

2017年全球門鎖安全設備產值約400億美元…

ASSA ABLOY - 瑞典名單#13、五金股#2
Stanley Black & Decker -五金股 #1

下列列出ROE不錯的公司：

作者: kaka 時間: 2018-9-3 07:22

蔚藍同學，
讚啦！

作者: Curry 時間: 2018-9-3 10:16

#40，感謝蔚藍桑
好股真的是要長期持有，兩三年有時真的難看出顯著成效

[ 本帖最後由 Curry 於 2018-9-3 10:24 編輯 ]

作者: Raimu 時間: 2018-9-3 11:58

感謝蔚藍桑的分享

作者: 蔚藍 時間: 2018-9-25 20:26

全球窗飾市場：100億美金

全球前三大排名：
1.Hunter Douglas (NL:HDG / US OTC:HDUGF)，荷蘭，員工：22750人，全球營收市佔：27.2%
2.Springs Window Fashions (未上市)，美國，員工：5200人，全球營收市佔：16%
3.億豐 Nien Made Enterprise (TW:8464)，台灣，員工：11000人，全球營收市佔：6.4%

[ 本帖最後由蔚藍於 2018-9-25 20:45 編輯 ]

作者: kaka 時間: 2018-9-25 20:33

蔚藍同學

讚啦！

作者: Curry 時間: 2018-9-25 20:39

感謝蔚藍桑！
億豐全球市佔僅6.4%，竟可長期創造高ROE！

作者: kaka 時間: 2018-11-7 23:37

Norma Group SE ( 德股 NOEJ ) clamp, connect and fluid categories

https://www.normagroup.com/corp/en/products/

https://www.normagroup.com/corp/en/about-us-det/?open

NORMA Group is a global market and technology leader in Engineered Joining Technology solutions, with more than 60 years of manufacturing and product-development experience. Employing around 9,100 employees, it has a global network of manufacturing facilities and numerous sales and distribution sites across Europe, the Americas and Asia-Pacific.

The Group manufactures a very comprehensive range of innovative joining-technology products in the clamp, connect and fluid categories and occupies a leading position as a solution provider. Its dedication to quality and its technological leadership has won NORMA Group the confidence of over 10,000 customers in more than 100 countries.

https://en.wikipedia.org/wiki/Norma_Group

Norma Group SE (often written as NORMA) is a German manufacturer of machine joining components, such as hose couplings, clamps and quick connectors.[1][2] The company’s products are used in industries such as automotive, aviation, construction and shipping, and for purposes such as cooling, emission outputs, hoses, water pipes and sterile pharmaceuticals production.[3][4][5]

The company is based in Maintal in Hesse, near Frankfurt, and is listed on the Frankfurt Stock Exchange.[6] As of November 2015, it is a member of the MDAXindex of mid-cap companies. The company had around 6000 employees in 2015.[7][8]It markets its products under a range of brand names, such as ABA, Breeze, Connectors, Serflex, Serratub, Terry and Torca as well as Norma.[9]

The company was founded as Rasmussen GmbH in 1949 by Ove Skafte Rasmussen, a son of Danish industrialist Jørgen Skafte Rasmussen.[7][10] It was family-owned until a 2006 management buyout and merger with ABA, a Swedish company, funded by the private equity company 3i.[10] It also took over Breeze Industrial Products, an American company, in 2007.[11][12] The company was publicly listed in 2011 under its present name, which it already used as a brand name.[13][10][14]

It purchased the Michigan-based company Craig Assembly in 2013, a specialist in injection-moulded components, and California-based company National Diversified Systems, which makes plastic water piping products, in 2014.[15][16][17][18][19]It also bought Malaysian company Chien Jin Plastic in 2014.[8]
The company has two production plants in China and one in Brazil, among other locations.[20][21][22]

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