標題: Xstrata Agrees $90 Bln Glencore Merger; 2011 Profit Up
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發表於 2012-2-7 16:07  資料 主頁 文集 私人訊息 
Xstrata Agrees $90 Bln Glencore Merger; 2011 Profit Up
我們的10個盈再表是很好的工具
開啟了一扇窗,
讓我們輕輕鬆鬆了解國外公司的好壞
底下是兩家英國的大公司合併

http://www.cnbc.com/id/46290937

Xstrata Agrees $90 Bln Glencore Merger; 2011 Profit Up
Glencore and Xstrata agreed an all-share merger worth $90 billion on Tuesday in the industry's largest ever deal, creating a commodities powerhouse spanning mining, agriculture and trading.

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Glencore [GLEN-LN  460.00    -0.75  (-0.16%)   ] , the world's largest diversified commodities trading house, will issue 2.8 new shares for each Xstrata [XTA-LN  1231.00    -30.50  (-2.42%)] share in a deal they said was a "merger of equals".
The ratio is a 15.2 percent premium to Xstrata shareholders compared with its share price last Wednesday before word leaked out about the merger talks, a joint statement said.
"A merger between Glencore and Xstrata offers a unique opportunity to create a new business model in our industry to respond to a changing environment.
It is the logical next step for two complementary businesses," said Xstrata chief executive Mick Davis, who will be CEO of the enlarged Glencore.
Glencore CEO Ivan Glasenberg will be deputy CEO and Xstrata chairman John Bond will retain his post.
Xstrata shareholders other than Glencore, which already has a 34 percent stake in the mining group, will hold 45 percent of the new group.
Bringing together Xstrata, the world's fourth-biggest diversified miner, and Glencore will create a group looking to ride an extended surge in demand in coming years for commodities from China and other emerging nations.
As the world's biggest exporter of coal for power plants and a top copper producer, the combined firm aims to have the bulk to compete with mining sector leaders BHP Billiton [BLT-LN  2198.00    -2.00  (-0.09%)] and Rio Tinto [RIO-LN  3940.00    -6.00  (-0.15%)] .
On Monday, Xstrata shares closed down 1.7 percent while Glencore declined 4.5 percent, against a 1.0 percent fall in the sector, with both still above the level they were at before the potential deal was announced.
Full Year attributable profit excluding exceptional items $5,785 million versus consensus forecast of $5,506 million. Final dividend of 27 cents per share proposed, bringing the full year
dividend to 40 cents, a 60 percent increase on 2010.




GLENCORE INTL (GLEN.L)Down 0.13% N建議#N/A
glen還原$ROE%4盈再%常利$mYoY%EPS$股息$拆股
2006/124.7 5,296 -0.8 0.00 1:1股價$4.6
2007/124.7 56 6,114 15 0.9 0.00 1:1預期報酬11%
2008/124.7 7 1,044 (83)0.2 0.00 1:1$3.5
2009/124.7 11 1,633 56 0.2 0.00 1:1報酬%15%
2010/124.7 22 117 3,751 130 0.5 0.00 1:1$10.3
2011F4.7 13 125 2,474 (34)0.4 0.05 1:1報酬%0%
4.61 13 22…平均ROE現在PER#N/A
最終PER12
預期配息15%
XSTRATA (XTA.L)Down 0.13% N建議
xta還原$ROE%4盈再%常利$mYoY%EPS$股息$拆股
2006/1213.7 1,437 -0.9 0.24 1:1股價$12.6
2007/1213.5 30 5,490 282 3.2 0.28 1:1預期報酬19%
2008/1213.2 15 3,595 (35)2.1 0.10 1:1$15.5
2009/1213.1 3 661 (82)0.2 0.08 1:1報酬%15%
2010/1213.0 14 124 4,688 609 1.6 0.25 1:1$37.9
2011F12.7 13 122 5,316 13 1.8 0.13 1:1報酬%0%
12.62 13 15…平均ROE現在PER7
最終PER12
預期配息90%

Xstrata plc operates as a diversified metals and mining company in Switzerland and internationally. It primarily explores for copper, coking coal, thermal coal, ferrochrome, nickel, vanadium, and zinc metals; platinum group metals comprising platinum, palladium, and rhodium; and gold, cobalt, iron, lead, and silver deposits. The company’s operations and projects span in various countries, including Canada, the United States, Chile, Peru, Colombia, Argentina, the Dominican Republic, Spain, Norway, Germany, the United Kingdom, Ireland, South Africa, Tanzania, Mauritania, the Republic of Congo, Australia, the Philippines, New Caledonia, and Papua New Guinea. It also develops, markets, and supports technologies for the mining, mineral processing, and metals extraction industries. The company was formerly known as Sudelektra AG and changed its name to Xstrata plc in 1999. Xstrata plc was founded in 1926 and is headquartered in Zug, Switzerland.
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mikeon88
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發表於 2012-2-7 16:32  資料 主頁 文集 私人訊息 
這兩家才是礦產股的龍頭
ROE也好很多

BHP Billiton Plc, together with its subsidiaries, operates as a diversified natural resources company. The company engages in the exploration, development, production, and marketing of oil and gas properties. It also involves in mining of bauxite, refining of bauxite into alumina, and smelting of alumina into aluminum metal; and mining of copper, silver, lead, zinc, molybdenum, uranium, gold, diamond, titanium, nickel, iron ore, metallurgical coal, and thermal or steaming coal. In addition, the company engages in mining of manganese ore, and production of manganese metal and alloys, as well as potash development. It operates primarily in Australia, the United Kingdom, rest of Europe, China, Japan, other Asian countries, North America, South America, and southern Africa. The company, formerly known as Billiton Plc, was incorporated in 1996 and is based in London, the United Kingdom. BHP Billiton Plc is a subsidiary of BHP Billiton Group.


BHP BILLITON (BLT.L)Down 0.13% N建議合格
blt還原$ROE%4盈再%常利$mYoY%EPS$股息$拆股
2007/625.9 13,416 -2.4 0.47 1:1股價$22.0
2008/625.4 52 15,390 15 2.8 0.70 1:1預期報酬31%
2009/624.7 15 5,877 (62)1.1 0.82 1:1$47.8
2010/623.9 32 12,722 116 2.3 0.87 1:1報酬%15%
2011/623.0 49 48 23,648 86 4.4 1.01 1:1$123.4
2012F22.0 42 32 23,648 0 4.4 0.00 1:1報酬%0%
22.02 40 38…平均ROE現在PER5
最終PER12
預期配息82%


Rio Tinto plc engages in finding, mining, and processing mineral resources. The company produces aluminum products, including bauxite, alumina, and aluminium; copper, gold, molybdenum, silver, and nickel, as well as sulphuric acid; diamonds; industrial minerals, such as borates, titanium dioxide feedstocks, talc, high purity iron, salt, metal powders, zircon, and rutile; thermal and coking coal, and uranium; and iron ore. It primarily operates in Australia, North America, South America, Asia, Europe, and Africa. The company was founded in 1873 and is headquartered in London, the United Kingdom. Rio Tinto plc is a subsidiary of Rio Tinto Group.


RIO TINTO (RIO.L)Down 0.13% N建議
rio還原$ROE%4盈再%常利$mYoY%EPS$股息$拆股
2006/1244.3 7,438 -4.6 0.86 1:1股價$39.1
2007/1243.4 40 7,312 (2)4.7 1.12 1:1預期報酬37%
2008/1242.3 18 4,503 (38)2.9 1.12 1:1$130.5
2009/1241.2 26 5,321 18 2.7 0.45 1:1報酬%15%
2010/1240.8 33 121 14,335 169 7.3 1.08 1:1$372.1
2011F39.7 27 55 16,006 12 8.2 0.54 1:1報酬%0%
39.14 27 29…平均ROE現在PER5
最終PER12
預期配息43%


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mikeon88
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發表於 2012-2-7 19:22  資料 主頁 文集 私人訊息 
From: Michael Huang
Sent: Tuesday, February 07, 2012 7:11 PM

Hi Mike Good to know you are following Australia shares.
Regarding BHP and RIO, do you want to double check their current price.  
Have you evaluated GMI.ASX?  It's a holding company of miners share in ASX.


As the ASX quote I see is very different from your figure as listed below:


BHP
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mikeon88
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發表於 2012-2-7 19:25  資料 主頁 文集 私人訊息 
Global Mining Investments Limited is a publically owned investment manager. It manages equity mutual funds for its clients. The firm invests in equity markets across the globe. It invests in various companies in natural resource sectors of the equity markets worldwide. The investments of the firm are managed by BlackRock Investment Management (UK) Limited. Global Mining Investments Limited was formed in 2004 and is based in Melbourne, Australia.
GBL MINING FPO (GMI.AX)Down 0.13% N建議貴了
gmi還原$ROE%4盈再%常利$mYoY%EPS$股息$拆股
2007/61.3 15 -0.1 0.06 1:1股價$1.0
2008/61.2 13 37 151 0.2 0.09 1:1預期報酬-11%
2009/61.1 (10)(40)na(0.2)0.00 1:1$0.2
2010/61.1 1 2 na0.0 0.05 1:1報酬%15%
2011/61.1 2 (1,282)5 85 0.0 0.06 1:1$0.5
2012F1.0 2 虧損5 0 0.0 0.00 1:1報酬%0%
1.02 2 2…平均ROE現在PER42
最終PER12
預期配息90%
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發表於 2012-2-7 19:37  資料 主頁 文集 私人訊息 
我未follow澳股
只是在網上看新聞時,覺得有趣的公司隨手按一按盈再表而已
上面那幾支是按英股盈再表,非澳股的
報價是英鎊,非便士

底下才是澳股的BHP

BHP Billiton Ltd., together with its subsidiaries, operates as a diversified natural resources company worldwide. The company engages in the exploration, development, and production of oil and gas; mining and refining of bauxite into alumina, and smelting of alumina into aluminum metal; and mining of copper, silver, lead, zinc, molybdenum, uranium, gold, diamonds, and titanium minerals, as well as development of potash deposits. It also involves in the mining and production of nickel products, manganese ore, and manganese metal and alloys, as well as in the mining of iron ore, metallurgical coal, and thermal coal. BHP Billiton Limited sells its copper, lead, and zinc concentrates, and alumina to smelters; copper cathodes to wire rod mills, brass mills, and casting plants; uranium oxide to electricity generating utilities; rough diamonds to diamond buyers and diamond manufacturers; nickel products to stainless steel, specialty alloy, foundry, chemicals, and refractory material industries; metallurgical coal to steel producers; and energy coal to power stations, power generators, and industrial users. The company, formerly known as BHP Ltd. and changed its name to BHP Billiton Ltd. in July, 2001. It was founded in 1885 and is headquartered in Melbourne, Australia.
BHP BLT FPO (BHP.AX)Down 0.13% N建議合格
bhp還原$ROE%4盈再%常利$mYoY%EPS$股息$拆股
2007/641.8 13,416 -2.4 0.47 1:1股價$37.9
2008/641.3 52 15,390 15 2.8 0.70 1:1預期報酬19%
2009/640.6 15 5,877 (62)1.1 0.82 1:1$47.8
2010/639.8 32 12,722 116 2.3 0.87 1:1報酬%15%
2011/638.9 49 48 23,648 86 4.4 1.01 1:1$123.4
2012F37.9 42 32 23,648 0 4.4 0.00 1:1報酬%0%
37.90 40 38…平均ROE現在PER9
最終PER12
預期配息82%
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mikeon88
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111.243.46.98
發表於 2012-2-7 19:53  資料 主頁 文集 私人訊息 
我一直都有養成這樣的習慣
看到一支不認識的股票會去按一按盈再表
所以哪家公司的獲利好不好都有一些印象
台、美、日股比較常按
將來希望再擴大了解到其它股市

2008年在投信當顧問時也告訴PM們,
不要光講總體的東西,

講來講去各國的總經都差不多

要去認識個股
說出來的故事才會吸引人,才夠專業

當時也做了一個簡易的世界各國盈再表給他們按
可惜小朋友們不太愛按
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