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

標題: 營建工程公司股票 [打印本頁]

作者: chenleon1 時間: 2014-9-16 12:40 標題: 營建工程公司股票

The Home Depot, Inc. (The Home Depot) is a home improvement retailer. The Company operates The Home Depot stores, which are full-service, warehouse-style stores. The Home Depot stores sell an assortment of building materials, home improvement and lawn and garden products and provide a number of services. The Home Depot stores average approximately 104,000 square feet of enclosed space, with approximately 24,000 additional square feet of outside garden area. The Home Depot stores serve three primary customer groups: do-it-yourself (D-I-Y) customers, do-it-for-me (D-I-F-M) customers and professional customers. In February 2013, it acquired Measurecomp LLC and HD Components LLC. In January 2014, Home Depot Inc acquired Blinds.com.

家得寶
家得寶是美國一家家庭裝飾品與建材的零售商，總部設於喬治亞州科布縣維寧斯市。家得寶僱用超過355,000名員工，經營2,164家大型商場，分店遍及美國、加拿大、墨西哥及中國。 2006年，家得寶的銷售額達908億美元。維基百科

Lowe’s Companies, Inc. (Lowe’s) is a home improvement retailer. As of February 3, 2012, Lowe’s operated 1,745 stores, consisted of 1,712 stores across 50 United States, 31 stores in Canada and two stores in Mexico. Its 1,745 stores represent approximately 197 million square feet of retail selling space. The Company serves homeowners, renters and commercial business customers. Individual homeowners and renters complete an array of projects and vary along the spectrum of do-it-yourself (DIY) and do-it-for-me (DIFM). Commercial business customers include those who work in construction, repair/remodel, commercial and residential property management, or business maintenance professions. During the fiscal year ended February 3, 2012 (fiscal 2011), it opened 25 stores, which included the relocation of two existing stores. Seven of the stores were opened in Canada. In August 2013, the Company acquired the majority of assets of Orchard Supply Hardware, including 72 Orchard stores.

作者: chenleon1 時間: 2014-9-16 12:41

Kingfisher plc is a British multinational retailing company headquartered in London.[4] It is the largest home improvement retailer in Europe and the third-largest in the world (behind The Home Depot and Lowe's). It has over 1,030 stores in eight countries across Asia and Europe and its brands include B&Q, Castorama, Brico Depot andScrewfix.[5]
Kingfisher is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.

Travis Perkins plc is a British builders' merchant and home improvement retailer based in Northampton and is a supplier of building materials. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.Type Traded asIndustryFoundedHeadquartersArea servedKey peopleProductsRevenueOperating income Net incomeEmployeesSubsidiariesWebsite


Public
LSE: TPK OTCQX: TPRKY
Business-to-business, Retail
1988 through merger between Travis & Arnold and Sandell Perkins
Northampton, United Kingdom
United Kingdom
Robert Walker (Chairman) John Carter (CEO)
Building and home improvement materials, tool hire
￡5,148.7 million (2013)[1]
￡347.6 million (2013)[1]
￡249.5 million (2013)[1]
circa 24,000 (2013)
Wickes Toolstation
www.travisperkins.co.uk

作者: chenleon1 時間: 2014-9-16 12:41

Lumber Liquidators (stylized as LUMBER LIQUIDATOR$) is an American retailer of hardwood flooring. It was started in 1993 by Tom Sullivan, a building contractor who began purchasing excess wood from other companies. He then resold the wood from the back of a trucking firms yard in Stoughton, Massachusetts. Three years later in 1996, the company found their niche market in hardwood flooring. On January 5, 1996, the first store opened in West Roxbury, Massachusetts and sold 150 sq ft of floors on the first day. By August they opened up a second store in Hartford, Connecticut.[2]

作者: chenleon1 時間: 2014-9-16 14:51

最近KAKA桑整理很多公程公司, 是否就歸類在這個建築營建股項目呢?

作者: chenleon1 時間: 2014-9-17 08:05

BBBY：家居用品通路商
Josephchu0616 發表於 2014-4-5 14:36

看起來Mike的零售事業又擴張了。
再介紹一家目前價錢也不錯的零售通路：
Bed Bath & Beyond(NASDAQ :BBBY)，
美國家居用品零售通路龍頭，有一千多家分店，
同時是NASDAQ100和S&500成份，也是財星500大的公司。
有點像IKEA和HOLA ，
有人把他翻譯成「家中一切」，我覺得很貼切。
可以上他的網站看看，品項比IKEA多很多，真的是家中一切。
http://www.bedbathandbeyond.com/
這是我老婆介紹給我的第一支美股，
剛開始聽到時覺得賣床單、毛巾有什麼搞頭，
按過盈在表才發現是家好公司。
老美的生活習慣和我們不同，常常喜歡換床單，被單，
有些名模還說天天換床單，所以消耗量很大，
不像勤儉台灣有很多人還在用老媽嫁妝的被單。
而王永慶強調他的毛巾一用幾十年，
在老美的眼中是相當不衛生的習慣。

在美國，BBBY沒有規模相近的直接的競爭對手，
但零售業一定會跟WMT，TGT槓上，
除了ROE比這兩家巨人高一些外，
BBBY還有一個特色就是淨利率比這兩家高一倍以上。
多年前有一個朋友，他在大型量販店當採購主管，
告訴我他的主要KPI有兩個，營業額跟毛利，
量販店用消費品、生鮮衝營業額，用紡織品守毛利。
為什麼？他說：
衛生紙、洗髪精、蔬菜是高度價格敏感，能有幾%的毛利就衝了，
而紡織品很難比較所以可以有2-30%的毛利。
我猜BBBY因為專注於家用紡織品所以淨利率較高。
年初The Motley Fool也推薦BBBY，裏面有專業的分析http://www.fool.com/investing/general/2014/01/23/3-reasons-why-bed-bath-beyond-is-leading-the-way-i.aspx

零售業也重視另一個指標：坪效。
跟另一家規模較小的家俱店Pier1 Imports(NYSE

IR)相比，
這是可能是因為家俱賣的比較多佔地方，
所以BBBY的每坪營業額是PIR的兩倍。

BBBY不配息，但持續有股票購回，
過去三年平均流通股數下降了12.5%。
一般美國網友對BBBY的疑慮是
1. 成長速度放緩，
2. 如果房巿不好會有影響，
3. Amazon的競爭。
不過想想，巴爺也是有B太太的家俱店，也沒聽說有事。
我個人覺得最大的風險是下單時少一個B不小心按成BBY，
買到Best Buy就悲劇了。

張貼者：洪瑞泰 (Michael On) 於上午12:06

作者: Royalriver 時間: 2014-9-17 12:08

chenleon1 您好
小小建議：
加增DE及CAT歸類在建築業
而將BBBY及PIR歸類在零售業

作者: chenleon1 時間: 2014-9-17 13:48

當初是為了把這幾家的 diy 零售商 HD, Low, LL 分別出來看, 所以才改成建築業或是mike歸類成營建股.
所以我把 bbby and pir 放這裡是為了可以比較 "住" 相關的零售公司.
之後把建商股票放進來比較, 都會跟 "住的公司" 相關.
說實在零售業涵蓋太大, 百貨公司, 超市, 折扣店等等...
大家需要再細分嗎？
都可以討論的.
分類的目的畢竟是為了可以快速了解不同國家的相同產業公司,
讓自己資金跟買股策略可以簡化, 並且讓大家討論.
另外 de and cat 還是在機械股類比較恰當, 可以跟不同國家但是同產業的相關公司比較.
可以幫助選擇自己的標的. 昨天放進相關 "電機與自動化" 相關公司, 是因為這都是機械業必須的.
de 是大型農機公司跟建築或營建無直接關係.
anymore suggestion?

QUOTE:

原帖由 Royalriver 於 2014-9-17 12:08 發表
chenleon1 您好
小小建議：
加增DE及CAT歸類在建築業
而將BBBY及PIR歸類在零售業

作者: chenleon1 時間: 2014-9-17 14:37

Carlisle Companies Incorporated (Carlisle) is a holding company for Carlisle Corporation, and its wholly owned subsidiaries. Carlisle is a diversified manufacturing company consisting of five segments, which manufacture and distribute a range of products. Its segments include Carlisle Construction Materials (CCM or the Construction Materials segment), Carlisle Brake & Friction (CBF or the Brake & Friction segment) and Carlisle Interconnect Technologies (CIT or the Interconnect Technologies segment). In December 2012, the Company acquired Thermax-Raydex business from Belden Inc. In December 2013, it sold Carlisle Transportation Products to American Industrial Partners.
http://www.carlisle.com/

作者: Royalriver 時間: 2014-9-17 14:54

chenleon1 您好
常常在路上看到建蓋房子的挖土機是CAT(較多)及DEERE(較少)
所以才會建議請您列在建築業一起看

另SBH真正算起來應是「美容美髮器材行」(有親自去勘查過)
也許歸在零售股較合適(原歸於個人居家清潔用品公司)
至於Ulta，以化妝品為主，有她自己的門市兼賣其他品牌
一樣建議歸類在零售股較合適

對不起
現已凌晨近3點了
我需要去ZZZZ
晚安喔不是早安

作者: chenleon1 時間: 2014-9-17 19:54

已經貼上去的, 我改不了了.
因為我不是板主, 那得有勞 mike 了.
每次貼文只有 20 mins 可以更改內容！
板主好像也只能從改標題而已.
http://mikeon88.freebbs.tw/viewthread.php?tid=11764&extra=page%3D1
如有不足之處, 請同學自行更改排列了.
呵呵...

QUOTE:

原帖由 Royalriver 於 2014-9-17 14:54 發表
chenleon1 您好
常常在路上看到建蓋房子的挖土機是CAT(較多)及DEERE(較少)
所以才會建議請您列在建築業一起看

另SBH真正算起來應是「美容美髮器材行」(有親自去勘查過)
也許歸在零售股較合適(原歸於個人 ...

作者: mikeon88 時間: 2014-9-17 20:49

工程股請貼在這裡，
別必要分太多類。

作者: chenleon1 時間: 2014-9-17 20:53

Technip, formerly known as Technip SA, is a France-based company that is engaged in project management, engineering and construction for the energy industry, and holds a portfolio of solutions and technologies. The Company operates in three segments: Subsea, Onshore and Offshore. Its main markets include onshore plants, offshore platforms and subsea construction. The Company is present in around 48 countries, and had industrial assets on continents and operates a fleet of vessels for pipeline installation and subsea construction. It operates several subsidiaries, such as AETech, EPD, Subocean group and Front End Re, among others. On August 31, 2012, the Company announced the completion of the Stone & Webster process technologies and associated oil and gas engineering capabilities acquisition from The Shaw Group Inc. In March 13, 2013, it acquired Ingenium AS, an offshore engineering and services company.

Type Traded asIndustryFoundedHeadquartersKey peopleProductsRevenueOperating income ProfitEmployeesWebsite


Societe Anonyme (S.A.)
Euronext: FGR
Construction
1992
Asnieres-sur-Seine, France
Jean-Francois Roverato(Chairman), Pierre Berger(CEO)
Residential and infrastructureconstruction; electrical engineering and process automation services; specialist metal construction
€14.0 billion (2012)[1]
€1.199 billion (2012)[1]
€220 million (2012)[1]
70,890 (end 2010)[2]
www.eiffage.com

Type Traded asIndustryFoundedFoundersHeadquartersArea servedKey peopleServicesRevenueOperating income Profit Total assets Total equityEmployeesDivisionsWebsite


Societe Anonyme
Euronext: DG
Construction
1899
Alexandre Giros, Louis Loucheur
Rueil-Malmaison, France
Worldwide
Xavier Huillard (Chairman and CEO), Yves-Thibault de Silguy(Vice-Chairman)
Infrastructure and property construction, transport infrastructure concessions(motorways, tunnels, bridges,car parks), energyinfrastructure and services
€36.96 billion (2011)[1]
€3.60 billion (2011)[1]
€1.90 billion (2011)[1]
€60.57 billion (end 2011)[1]
€13.61 billion (end 2011)[1]
183,320 (end 2011)[1]
Eurovia, Vinci Park, Vinci Energies, Vinci Construction,Autoroutes du Sud de la France
www.vinci.com

作者: chenleon1 時間: 2014-9-17 20:54

中宇成立以來，除在焚化爐、廢水處理、廢棄物處理等環保相關工程及機電工程擁有卓越之實績及技術外，並逐步擴增經營專案朝汽電共生工程、鐵路及捷運系統、生技工程、防蝕及防漏工程、整廠統包工程等深耕發展。此外也加強與國內外廠商技術合作，朝向環保高科技業務邁進...

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作者: chenleon1 時間: 2014-9-17 21:01

The Weir Group plc is an engineering company headquartered in Glasgow, Scotland. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. The company operates in over 70 countries employing approximately 14,000 people focused on mining, oil and gas and power markets.TypeIndustryFoundedHeadquartersKey peopleRevenueOperating income Net incomeEmployeesWebsite


Public (LSE: WEIR)
Engineering
1871
Glasgow, Scotland
Lord Smith of Kelvin, (Chairman) Keith Cochrane,[1] (CEO) William Weir (Former Chairman)
￡2,429.8 million (2013)[2]
￡466.5 million (2013)[2]
￡335.7 million (2013)[2]
circa 14,000 (2012)[3]
www.weir.co.uk

AMEC plc is a British multinational consultancy, engineering and project managementcompany headquartered in London, United Kingdom.[3] It is focused on the oil and gas, minerals and metals, clean energy, environment and infrastructure markets and has offices in 40 countries worldwide.[3] Roughly a third of its turnover comes from Europe, half from North America and 12% from the rest of the world.[4]
AMEC is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.

[ 本帖最後由 chenleon1 於 2014-9-17 21:04 編輯 ]

作者: chenleon1 時間: 2014-9-17 21:11

Keppel Corporation (also known as Keppel Corp) is a Singaporean company that specialises in marine, property and infrastructure businesses.[4] With a 32% rise in net profit in the third quarter of 2013, Keppel Corporation is one of the largest conglomerates in Singapore and one of the world's largest builders of offshore oil rigs.[5]
The company was founded in 1968 as Keppel Shipyard at the Keppel Harbour situated inTanjong Pagar before moving its operations to Jurong, where the company focused on offshore and marine activities.TypeFoundedHeadquartersKey peopleServicesRevenueOperating income ProfitEmployeesDivisionsWebsite


Public (SGX: BN4)
1968
Singapore
Dr Lee Boon Yang (Chairman) Loh Chin Hua, CEO
SGD (2012)[1]
$13,965,000,000 SGD(2012)[2]
$2,396,000,000 SGD (2012)
$1,914,000,000 SGD (2012)
37,000[3]
Keppel Offshore and Marine Keppel Energy Pte Ltd Keppel Integrated Engineering Ltd Keppel Bay Land Pte Ltd
www.kepcorp.com

作者: chenleon1 時間: 2014-9-17 21:14

ST Engineering Ltd (Singapore Technologies Engineering) is an integrated engineering group in the aerospace, electronics, military contracting and marine sectors. Headquartered in Singapore, the group reported revenues of $5.05b in FY2007. With amarket capitalisation of about $10b, it ranks among the largest companies listed on theSingapore Exchange. ST Engineering has more than 18,000 employees worldwide, and over 100 subsidiaries and associated companies in 21 countries and 35 cities.Type Traded asIndustryFoundedHeadquartersKey peopleProductsRevenueOperating income Net income Total assetsOwnersEmployeesDivisions SubsidiariesWebsite


Public
SGX: S63
Aerospace, Defense
1967 (as Charted Industries of Singapore)
Singapore
Seah Lim Huat (Chairman) Tan Pheng Hock (President, Executive Director,CEO)
Civil and military aerospace Defence electronics Naval and commercial shipbuilding Land warfare systems Munitions
$5.548 Billion SGD (2009)
$0.547 Billion SGD (2009)
$0.444 Billion SGD (2009)
$6.89 Billion SGD (2009)
Temasek Holdings(94.4995%)
21,508 (2011)
VT Systems
ST Kinetics ST Aerospace ST Marine ST Electronics
www.stengg.com

作者: chenleon1 時間: 2014-9-18 11:21

Type Traded asIndustryFoundedHeadquartersKey peopleProductsRevenueOperating income Profit Total assets Total equityEmployeesWebsite


Publicly traded Aktiebolag
OMX: SKA B
Construction
1887
Stockholm, Sweden [1]
Johan Karlstrom (President and CEO), Stuart Graham(Chairman)
Residential, commercial andinfrastructure developments
SEK 136.488 billion (2013)[2]
SEK 5.555 billion (2013)[2]
SEK 3.769 billion (2013)[2]
SEK 87.532 billion (end 2013)[2]
SEK 21.339 billion (end 2013)[2]
57,105 (average, 2013)[2]
group.skanska.com

[ 本帖最後由 chenleon1 於 2014-9-18 11:25 編輯 ]

作者: chenleon1 時間: 2014-9-19 07:05

建築及工程技術服務業

作者: chenleon1 時間: 2014-9-19 09:43

SPDRR S&PR Homebuilders ETFFund Top Holdings

https://www.spdrs.com/product/fund.seam?ticker=XHB

Lennar Corporation is a homebuilder and a provider of financial services and through its Rialto Investments (Rialto) segment. The Company's homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development and sale of residential land directly and through unconsolidated entities in which it has investments. Its homebuilding activities have five segments: Homebuilding East, Homebuilding Central, Homebuilding West, Homebuilding Southeast Florida, and Homebuilding Houston. It has two other segments: financial services and rialto. Its financial services reportable segment provides mortgage financing, title insurance and closing services for both buyers of its homes and others. Rialto segment focuses on real estate investments and asset management. In April 2014, Lennar Corp's subsidiary Universal American Mortgage Company acquired certain assets of Pinnacle Mortgage Group, Inc.

D.R. Horton, Inc. is the homebuilding companies in the United States. The Company constructs and sells homes through its operating divisions in 27 states and 78 metropolitan markets of the United States, primarily under the name of D.R. Horton, America’s Builder. During the fiscal year ended September 30, 2013 (fiscal 2013), the Company closed 24,155 homes. Through its financial services operations, the Company provides mortgages financing and title agency services to homebuyers in many of its homebuilding markets. DHI Mortgage, its 100% owned subsidiary, provides mortgage financing services primarily to the Company’s homebuilding customers and generally sells the mortgages it originates and the related servicing rights to third-party purchasers. In May 2014, the Company acquired homebuilding operations of Crown Communities.

PulteGroup, Inc. (PulteGroup) is a homebuilder in the United States. The Company’s subsidiaries engage primarily in the homebuilding business. PulteGroup also has mortgage banking operations, conducted principally through Pulte Mortgage LLC (Pulte Mortgage), and title operations. Homebuilding, its core business, includes the acquisition and development of land primarily for residential purposes within the United States and the construction of housing on such land. Homebuilding offers a product line to meet the needs of home buyers in its targeted markets. The Company also has one segment for its financial services operations, which consist principally of mortgage banking and title operations. Its Financial Services segment operates generally in the same geographic markets as its Homebuilding segments. In August 2014, the Company acquired the real estate assets of Dominion Homes.

[ 本帖最後由 chenleon1 於 2014-9-19 09:45 編輯 ]

作者: chenleon1 時間: 2014-9-19 09:49

NVR, Inc. (NVR) is a homebuilder in the United States. The Company is engaged in the construction and sale of single-family detached homes, townhomes and condominium buildings. To serve customers of its homebuilding operations, NVR also operates a mortgage banking and title services business. It conducts its homebuilding activities directly. Its mortgage banking operations are operated primarily through a wholly owned subsidiary, NVR Mortgage Finance, Inc. (NVRM). Its homebuilding operations include the construction and sale of single-family detached homes, townhomes and condominium buildings under four trade names: Ryan Homes, NVHomes, Fox Ridge Homes and Rymarc Homes. The Ryan Homes, Fox Ridge Homes, and Rymarc Homes products are marketed primarily to first-time homeowners and first-time move-up buyers. The Ryan Homes product was sold in 25 metropolitan areas as of December 31, 2011. On December 31, 2012, the Company acquired all the assets of Heartland Homes Inc.

信義現在也開始土地開發, 蓋房子了, 不是只有賣房子了; 出租房地產,

[ 本帖最後由 chenleon1 於 2014-9-19 09:52 編輯 ]

作者: chenleon1 時間: 2014-9-19 10:05

Armstrong World Industries, Inc. (AWI) is a global producer of flooring products and ceiling systems for use in the construction and renovation of residential, commercial and institutional buildings. The Company designs, manufactures and sells flooring products (resilient and wood) and ceiling systems (mineral fiber, fiberglass and metal) globally. The Company segments includes: Building Products, Resilient Flooring and Wood Flooring. The Company’s Building Products, Resilient Flooring, Wood Flooring and Cabinets segments sell products for use in the home. Its products are used in new home construction and existing home renovation work. Its products, primarily ceilings and Resilient Flooring, are used in commercial and institutional buildings. On September 1, 2012, it sold Patriot Flooring Supply, Inc. to The Belknap White Group. Effective October 31, 2012, the Company sold of its cabinets business to American Industrial Partners.

QUOTE:

原帖由 chenleon1 於 2014-9-16 12:41 發表
Lumber Liquidators (stylized as LUMBER LIQUIDATOR$) is an American retailer of hardwood flooring. It was started in 1993 by Tom Sullivan, a building contractor who began purchasing excess wood fr ...

Lumber Liquidators (stylized as LUMBER LIQUIDATOR$)

作者: chenleon1 時間: 2014-9-19 11:29

主要業務範圍
(1)電梯、送菜機、自動扶梯、電動走道、中央系統型冷氣機、電梯用專用馬達之設計、製造、銷售、按裝及修理保養。
(2)汽車昇降機、各型立體停車機械之設計、製造、銷售、按裝及修理保養。
(3)有關建設用重型機械如履帶式、輪胎式、油壓挖土機、起重機、破碎機、反轉式鑽孔機等新舊設備及另件、液壓油、齒輪油、機油、黃油等油品之買賣。

作者: chenleon1 時間: 2014-9-19 19:47

作者: chenleon1 時間: 2014-9-19 20:22

中國中材
中國中材，全稱中國材料工業科工集團公司，組建於1983年，是中國國務院國有資產監督管理委員會直接管理的中國中央企業。它是全球水泥技術裝備與工程服務的龍頭供應商，也為中國非金屬材料行業的領先生產商。它是中國唯一從事非金屬材料及製品的科工貿一體化的大型企業集團。維基百科
股價： 1893 (HKG) HK$1.89 +0.02 (+1.07%)
9月19日下午3:59 GMT+8 - 免責聲明
成立於： 1983 年
總部： 中國北京市

作者: chenleon1 時間: 2014-9-19 20:47

中國海外發展
中國海外發展有限公司是一家在香港交易所上市的地產公司，與中國建築國際集團同是中國海外集團有限公司附屬公司。主要業務是物業發展及投資、樓宇及土木建築、基礎工程及項目管理、房地產代理及管理，以及基建項目投資。中國海外發展的項目分佈在中國大陸成都、北京、深圳、上海、廣州等地區。維基百科
股價： 688 (HKG) HK$21.15 -0.20 (-0.94%)
9月19日下午3:59 GMT+8 - 免責聲明
成立於： 1979 年
總部： 香港

作者: chenleon1 時間: 2014-9-19 21:07

華潤置地有限公司（港交所：1109）是一家中國房地產發展公司，成立於1994年，主要於北京、上海、深圳及成都開發多個大型房地產項目。累積開發面積近500萬平方米的地產企業。它在2010年3月8日，被納入為恆生指數成份股(藍籌股)。

作者: chenleon1 時間: 2014-9-19 21:21

山東山水水泥集團有限公司（簡稱山水集團）是國內最早從事新型乾法水泥生產的企業之一，也是國家重點支持的12戶全國性大型水泥企業之一。2004年山水集團整體改制後，2005年引進摩根士丹利等國際財務資本，2008年在香港紅籌股上市，也是中國首家在香港紅籌股上市的水泥公司。目前，集團下屬企業遍布山東、遼寧、山西、內蒙、新疆等十幾個省份，現已成為長江以北最大的水泥集團。

http://www.shanshuigroup.com/PreSource/main/Second.aspx?id=1

作者: chenleon1 時間: 2014-9-20 15:10

安徽海螺水泥
安徽海螺水泥股份有限公司，簡稱安徽海螺或海螺水泥，是一家在香港交易所及上海證券交易所上市的工業公司，主要業務是從事生產、銷售及開發各種水泥產品，是亞洲最大的水泥生產商，也是唯一一家國內市場佔有率超過5%的水泥企業。維基百科
股價： AHCHY (OTCMKTS) $17.00 -0.16 (-0.93%)
9月19日下午3:59 GMT-4 - 免責聲明
成立於： 1997 年
總部： 中國蕪湖市

作者: chenleon1 時間: 2014-9-24 15:31

FMC Technologies, Inc. designs, manufactures and services systems and products, including subsea production and processing systems, surface wellhead production systems, high pressure fluid control equipment, measurement solutions and marine loading systems for the energy industry. Its segments are Subsea Technologies, which designs and manufactures products and systems and provides services used by oil and gas companies; Surface Technologies, which designs and manufactures products and systems and provides services used by oil and gas companies involved in land and offshore exploration and production of crude oil and natural gas, and Energy Infrastructure, which offers Measurement Solutions and Loading Systems. In January 2013, it purchased a 173-acre parcel of land in Houston, Texas. In May 2014, the Company completed divestiture of its material handling products business to Syntron Material Handling, LLC.

作者: chenleon1 時間: 2014-9-24 15:34

Schlumberger N.V. (Schlumberger) is the supplier of technology, integrated project management and information solutions to the international oil and gas exploration and production industry. The Company’s segments include Reservoir Characterization Group, which consists of the principal technologies involved in finding and defining hydrocarbon deposits; Drilling Group, which consists of the principal technologies involved in the drilling and positioning of oil and gas wells, and Production Group consists of the principal technologies involved in the lifetime production of oil and gas reservoirs and includes Well Services, Completions, Artificial Lift, Well Intervention, Subsea, Water Services, Carbon Services and the Schlumberger Production Management field production projects.

作者: chenleon1 時間: 2015-2-3 20:47

監獄也可以上市, 真的開眼界了!!!

Corrections Corporation of America (CCA) is a real estate investment trust (REIT). The Company is the owner and operator of privatized correctional and detention facilities and prison operators in the United States. As of September 30, 2014, CCA owned or controlled 52 correctional and detention facilities, and managed an additional 12 facilities owned by its government partners, with a total design capacity of approximately 84,500 beds in 19 states and the District of Columbia. Beginning of January 1, 2013, the Company has provided correctional services and conducted other operations through taxable REIT subsidiaries (TRSs). A TRS is a subsidiary of a REIT that is subject to applicable corporate income tax and certain qualification requirements.

美國矯正公司
美國矯正公司，於1983年由Tom Beasley, Doctor Robert Crants 和 T. Don Hutto創立首家私營監獄場地，而首家Houston Processing Center，之後設立Shelby Training Center。

作者: kaka 時間: 2015-2-3 20:50

今年監獄人滿為患....營收創新高

您好..我是監獄股票的股東...來監獄參加股東會...
聽起來怪怪的...

作者: chenleon1 時間: 2015-3-5 14:02

LL 最近大跌:

QUOTE:

作者: mikeon88 時間: 2015-3-5 17:55

LL因六十分鐘節目報導，
它所賣的木板有些是中國製容易致癌的木板，
所以股票大跌。

作者: lance 時間: 2015-9-2 19:35

補充：
家得寶公司（英語：The Home Depot；NYSE：HD）成立於1978年，是全球最大的傢具建材零售商，美國第二大的零售商。家得寶銷售各類建築材料、家居用品和草坪花園產品，而且提供各類相關服務。家得寶標準店平均室內占地接近9，758平方米，另外還有2，138平方米的戶外花園產品區域。除了家得寶標準店之外，我們還有主要為家庭裝修和改建項目提供產品和服務的 EXPO Design Center，面對專業客戶服務的 Home Depot Supply和 The Home Depot Landscape Supply.
　　家得寶在1981年上市，在紐約股票交易所的股票代碼是HD，同時也是道瓊斯工業平均指數和標準普爾500指數的組成部分。
(http://wiki.mbalib.com/zh-tw/%E7%BE%8E%E5%9B%BD%E5%AE%B6%E5%BE%97%E5%AE%9D%E5%85%AC%E5%8F%B8)

QUOTE:

原帖由 chenleon1 於 2014-9-16 12:40 發表
The Home Depot, Inc. (The Home Depot) is a home improvement retailer. The Company operates The Home Depot stores, which are full-service, warehouse-style stores. The Home Depot stores sell an ass ...

作者: mikeon88 時間: 2015-9-2 20:06

On Sep 2, 2015, at 7:49 PM, wrote:

Dear Michael,
剛剛在討論區補充Home Depot (HD, 家得寶)的資料，
踩到討論區的地雷了… 我的權限被拿掉了，目前都無法進入
再麻煩您幫忙處理，謝謝 !
Lance

作者: mikeon88 時間: 2015-9-2 20:08

OK了。
奇怪，是踩到什麼地雷被系統自動禁言？

作者: lance 時間: 2015-9-2 20:26

Thanks Michael,

文章Post之後，可能論壇本身有檢核什麼東西…判斷要取消帳號權限。

不曉得有沒有熟悉PHP程式的同學，遇過這種BUG？

QUOTE:

原帖由 mikeon88 於 2015-9-2 20:08 發表
OK了。
奇怪，是踩到什麼地雷被系統自動禁言？

作者: mikeon88 時間: 2015-9-19 21:03

http://mikeon88.freebbs.tw/viewthread.php?tid=39203&extra=page%3D1

作者: kaka 時間: 2016-4-4 23:44

http://mikeon88.freebbs.tw/viewthread.php?tid=40576&extra=page%3D1

作者: kaka 時間: 2017-12-12 20:24

歐洲地產巨頭 247 億美元收購澳洲 Westfield

作者: kaka 時間: 2017-12-30 10:32

香港..多角化...Wharf Holdings Ltd 九龍倉集團(港股 0004 , 美股 WARFY )

http://www.wharfholdings.com/chi/about_company.html

http://www.wharfholdings.com/chi/about_business_structure.html

九龍倉集團有限公司

九龍倉集團有限公司（「九龍倉」，股份代號：4）始創於1886年，實力雄厚，資產總值超過港幣2,000億元。集團憑藉「創建明天」這理念，以及卓越的管理及執行力，多年來表現穩健及具高效益。恒生指數自五十多年前成立至今，有六家公司一直於成份股佔一席位，當中包括九龍倉，而它至今仍是交投最活躍及最多人持有的本地藍籌股之一。

九龍倉集團在2017年11月分拆香港的投資物業獨立上市後，九龍倉的主要業務涵蓋香港的發展物業及由現代貨箱碼頭營運的港口及物流業務，以及內地的發展物業及投資物業。旗下九龍倉酒店在亞洲亦經營迅速擴張的酒店組合。

九龍倉的山頂物業組合重新定義奢華生活的概念，呈獻一系列位於山頂顯赫地段的尊貴豪華住宅。這些發展項目充分體現本地最優越地段所代表的尊尚生活品味。當中，Mount Nicholson是集團與南豐集團各佔一半權益的合營發展項目，為可飽覽維港景緻的超級豪宅。

山頂物業組合的重建項目包括種植道1號、種植道11號及山頂道77號（分別設有20間、7間及8間洋房），項目正如期推進，現正進行上蓋╱地基工程。

集團旗下全新發展項目「九龍東海旁組合」，前臨全長五百米的海岸線，盡享維港景緻。8 Bay East 正進行上蓋工程；九龍貨倉則待重建。

集團在內地的國際金融中心系列正按計劃全速發展，當各項目陸續落成後，將加強集團的經常性收入基礎。重慶國金中心(已於2017年9月開業)及長沙國金中心將借助集團營運多個最具效益的商場連寫字樓項目的管理技術及經驗，以複製享負盛名的香港海港城及成都國際金融中心的成功模式為目標。

內地的名牌折扣購物中心亦展現增長潛力。集團現時在內地經營成都時代‧奧特萊斯及長沙時代‧奧特萊斯，前者更位列中國最具效益的名牌折扣購物中心之一。

九龍倉酒店在亞洲經營發展迅速的酒店網絡，並由一系列極富現代都會時尚觸覺的「尼依格羅」酒店引領，將豪華、型格和品味的全新體驗帶給來自世界各地的旅客。

集團目前以經典品牌馬哥孛羅酒店及全新奢華品牌尼依格羅酒店在中國、香港和菲律賓經營十五間酒店，並正積極籌備多個酒店項目，在未來數年繼續擴大酒店組合。

九龍倉「創建明天」理念也伸延至「社、企共勉」方面。除了旗艦項目「學校起動」計劃外，集團的「建築設計實習計劃」過去多年亦備受注目。在企業義工的支持下，集團更推出一系列「社、企共勉」的關心社群項目，並與不同非牟利機構合作，惠及社會不同階層的人士。

===================================================

https://zh.wikipedia.org/wiki/%E4%B9%9D%E9%BE%8D%E5%80%89%E9%9B%86%E5%9C%98

九龍倉集團有限公司（港交所：4）是一家在香港交易所上市的綜合企業公司，現時主要業務包括物業、碼頭、運輸及酒店；在2005年3月23日及2007年中，分別成立驕陽電影製作有限公司（Sundream Motion Pictures）及驕陽音樂（Sundream Music），進軍電影及唱片製作業務，而上述已出售。

九龍倉以地產發展為業務的策略重點，收購土地、融資、項目發展、設計、建築及市場推廣。2010年集團以超逾人民幣650億元的成本在內地購入累積1240萬平方米的土地儲備、一系列即將落成的酒店物業及尤具價值的碼頭。現時，中國業務資產占集團總營業資產的39%。

集團按地積比率的應占土地儲備及投資物業總樓面面積共達約9500萬平方呎。集團以香港為基地的現代貨箱碼頭有限公司，在珠三角、長三角及其它中國沿海地區積極拓展貨箱碼頭業務。

2010年3月2日上午，蘇州九龍倉開發的蘇州國際金融中心超高層項目正式奠基，該項目將建成包含一棟92層，樓高450米的超高層建築，這也再次刷新了蘇州城市的高度，成為蘇州城市新地標。
2012年6月8日綠城中國引入九龍倉集團成為戰略性投資者，獲九龍倉直接注資51億港元。（約合人民幣41.88億元），綠城將向九龍倉進行兩次配股，使九龍倉持有綠城擴大後股本的24.6%，成為綠城的第二大股東。若悉數對換可換股證券後，九倉持股量將增至35.1％，有機會成為綠城最大單一股東。

九龍倉是會德豐有限公司（港交所：20）的主要附屬機構（持有50%股權），公司在香港註冊。

作者: bkuo 時間: 2018-9-29 21:25

發現PHM進入合格區,想請教一下老師與同學的看法,謝謝.

作者: 蔚藍 時間: 2018-10-24 23:44

附圖為歐洲各國當地最大營建公司~

下列為歐洲前六大營建工程公司，整體上營建業收入不像住宅建商穩定，
可能跟營建工程複雜程度有關，變動性較大…

01. Vinci SA，法國，FR：DG / ADR：VCISY，
營收：$47.0B，常利：$3.20B，員工數：194400人

02. ACS Group，西班牙，ES：ACS / ADR：ACSAY，
營收：$40.1B，常利：$0.64B，員工數：210300人

03. Bouygues SA，法國，FR：EN / ADR：BOUYY，
營收：$37.4B，常利：$1.46B，員工數：115500人

04. Hochtief AG(被ACS group收購)，德國，DE：HOT / ADR：HOCFY，
營收：$25.7B，常利：$0.51B，員工數：53900人

05. Skanska AB，瑞典，SE：SKA-B / ADR：SKBSY，
營收：$17.3B，常利：$0.53B，員工數：42900人

06. Strabag SE，奧地利，AT：STR / ADR：SBAGY，
營收：$15.3B，常利：$0.34B，員工數：71800人

[ 本帖最後由蔚藍於 2018-10-24 23:47 編輯 ]

作者: kaka 時間: 2018-10-25 05:44

蔚藍同學，
讚啦！

作者: 蔚藍 時間: 2018-11-3 23:56

全球前25大營建工程公司，前十名內中國營建工程公司就佔了七位，
台灣中鼎工程(TW：9933)排在全球125名…

作者: kaka 時間: 2018-11-4 03:09

工程公司,建設公司股票分類改為回應到下列分類

(1) 工程股_營建工程主要業務是公共工程_基礎工程_次要業務才是家庭住宅

   http://mikeon88.freebbs.tw/viewthread.php?tid=50236&pid=121767&page=1&extra=page%3D1#pid121767

(2)  房地產( 包含一般常見的家庭住宅的建設公司) 及房地產投資信託 (REIT)

   房地產 : http://mikeon88.freebbs.tw/viewthread.php?tid=46148&extra=page%3D1

   房地產投資信託 (REIT) :
                  http://mikeon88.freebbs.tw/viewthread.php?tid=46153&extra=page%3D1

http://mikeon88.freebbs.tw/viewthread.php?tid=11764&page=1&extra=page%3D1#pid36782

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