標題: 瑞典好股分享
Royalriver
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24.99.99.81
發表於 2014-9-24 12:02  資料 私人訊息 
咦 ? Electrolux !
我們家的冰箱、洗衣機及烘衣機就是這個品牌
當初要更換冰箱前
先請教經營商業廚房設備用品的朋友
他推薦KitchenAid
結果我們遇到一位瑞典籍銷售員大力推薦沒有知名度的Electrolux品牌
他做一個試驗:
在Electrolux滾筒式洗衣機上「站立」一個銅板
當它進行脫水時(通常這時機器會大幅震動)
該「站立」的銅板不會倒下
反觀是三星滾筒式洗衣機
馬上倒下
另Electrolux冰箱剛進北美時
製冰器水管之防凍技術或零件不良
造成製冰功能時常產生問題
且噪音太大
在Amazon 的 Customer Reviews 「滿江紅」
後經Electrolux 努力解決改善問題
現已無以上問題出現
所幸我們買的是Electrolux改良後的冰箱
外型相當美觀
功能極佳
我們甚為滿意
沒想到會在這裡看到Electrolux的股票
謝謝 chenleon1
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Joe
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用戶失蹤天數 1942

61.228.167.250
發表於 2014-9-24 13:40  資料 私人訊息 
我家也是買 Electrolux 洗衣機的確比較不會震動
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chenleon1 (leon)
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用戶失蹤天數 1841

125.230.91.160
發表於 2014-9-24 14:16  資料 文集 私人訊息 
我是以前要買 DYSON 的吸塵器去比較才知道這家 Electrolux 公司的, 可惜DYSON 沒上市...
美國惠而浦倒是表現好一點.  NYSE:WHR
但是不夠到入選名單.
洗衣機倒是 LG 的好用.
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pouiiu
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220.132.181.176
發表於 2015-1-20 21:05  資料 私人訊息 
AXFOOD

http://mikeon88.freebbs.tw/viewthread.php?tid=38145&extra=page%3D1
同學分享 轉貼
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chenleon1 (leon)
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用戶註冊天數 4691
用戶失蹤天數 1841

125.230.93.2
發表於 2015-2-13 21:43  資料 文集 私人訊息 
MoneyDJ新聞 2015-02-11 11:01:26 記者 賴宏昌 報導
Thomson Reuters報導,日本相機大廠Canon Inc. 10日宣佈將以236億瑞典克朗的現金(註:每股收購價340瑞典克朗、較9日收盤價高出49.8%)收購瑞典安全監控攝影機廠商Axis。報導指出,這筆Canon史上最大收購案已獲得Axis董事會的全面支持、Axis三大股東也已點頭同意。


根據IHS的研究,2014年全球安全監控攝影機市場產值達150億美元、當中有38.6億美元的商機是跟連網安控攝影機(註:Axis在2013年擁有17.5%市佔率)有關。Axis表示,公司未來將會成為Canon集團旗下的一個獨立單位、現有經營團隊將不會有所異動。

道瓊社報導,Canon上述交易金額相當於3,337億日圓(28億美元)。Axis 2014年營收達到54.5億瑞典克朗。

日本經濟新聞11日報導,帳上擁有8,400億日圓現金的Canon目前的連網安控攝影機年營收約20億日圓;上述併購案可讓這部份營收飆升至800億日圓。

根據日本調查公司Techno Systems Research(TSR)的預估,全球連網安控攝影機市場商機達4,600億日圓。如果將相關硬體產值納入計算,2018年市場商機可望倍增至接近3兆日圓。


CNBC.com去年7月報導,Stifel Nicolaus分析師Kevin Cassidy指出安全監控攝影機系統單晶片開發商安霸(Ambarella, Inc.;股票代號:AMBA.us)可能成為高通(Qualcomm)、Nvidia、英特爾(Intel)、谷歌(Google)或臉書(Facebook)的併購標的。他指出,安全監控攝影機目前佔安霸45%的營收比重、這部份的業績每年預估可成長25%,瑞典Axis Communications是它的最大客戶。

安霸10日上漲1.21%、收56.25美元;過去一年漲幅高達100.11%。

日本股市11日因建國紀念日休市。Canon 10日上漲0.04%、收3,769日圓;過去一年漲幅達25.22%。
*編者按:本文僅供參考之用,並不構成要約、招攬或邀請、誘使、任何不論種類或形式之申述或訂立任何建議及推薦,讀者務請運用個人獨立思考能力,自行作出投資決定,如因相關建議招致損失,概與《精實財經媒體》、編者及作者無涉。
全文網址: http://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=9efeb482-7e0b-4524-9b8f-18fdadeaccef&c=MB110000#ixzz3RPgQuHDy


MoneyDJ 財經知識庫









用貴來買貴!



[ 本帖最後由 chenleon1 於 2015-2-13 21:46 編輯 ]
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pouiiu
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用戶失蹤天數 1887

220.132.181.176
發表於 2015-2-14 10:05  資料 私人訊息 
最近的h&m 股票
h&m 最近在台北開店了
他的歐洲股票為STO:HM-B
但其美股的adr股票為OTCMKTS:HNNMY嗎
比較一年期間的股價怎兩支股價差這麼多
HM-B 趨勢網上漲
HNNMY 卻仍往下掉 有同學可以解答嗎






[ 本帖最後由 pouiiu 於 2015-2-14 10:16 編輯 ]
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Joe
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122.107.162.24
發表於 2015-2-14 13:52  資料 私人訊息 
ADR 股價和匯率有關
同學可以查美金對瑞典克朗升值多少
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pouiiu
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220.132.181.176
發表於 2015-2-18 08:11  資料 私人訊息 
感謝joe 我用德國bmw的來計算 你說的匯率損失
證明了因為匯率損失 使本來應該以歐元計價的BMW 1年漲了22.6%報酬率
因為歐元貶值 使的以美元計價BAMXY(ADR) 1年只漲了1.5%報酬率

也就是同一家公司 你買BAMXY(ADR) 沒賺多少錢 但買BMW卻賺了22.6%

因此得到下列結論如果要買ADR 還要考慮該國家的貨幣政策 跟競爭力才行
結論不知道有沒有什麼要補充 請同學再指教


下圖分別為 歐元兌美元1年匯率 與計算方式



[ 本帖最後由 pouiiu 於 2015-2-18 08:16 編輯 ]
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Brian (Brian)
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59.104.108.29
發表於 2015-2-27 19:57  資料 私人訊息 
有人有興趣把下表的公司按一遍盈再表的嗎??


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chenleon1 (leon)
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125.230.68.125
發表於 2015-2-28 07:56  資料 文集 私人訊息 
Autoliv, Inc. (Autoliv) is a holding company. Autoliv is the supplier of automotive safety systems, with a range of product offerings, including modules and components for passenger and driver-side airbags, side-impact airbag protection systems, seatbelts, steering wheels, safety electronics, whiplash protection systems and child seats, as well as night vision systems, radar and other active safety systems. Autoliv has two main operating segments: airbags/seatbelt (including restraint electronics) products and active safety electronics products. In addition, in April 2010, Autoliv Inc.'s Automotive Holding AS increased its stake in Norma AS from 51% to 93.74%. Additionally, Skandinaviska Enskilda Banken AB and ING Luxembourg SA sold their 6.67% and 10% stake, respectively, held in Norma AS. In November 2011, the Company acquired the airbag cushion cut&sew assets from Milliken. In June 2012, the Company sold its subsidiary Autoliv Mekan AB to Verktygs Allians i Hassleholm AB.


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kaka
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140.114.124.29
發表於 2015-4-2 13:55  資料 私人訊息 
瑞典的美股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
OMX Stockholm 斯德哥爾摩證券交易所
http://www.nasdaqomxnordic.com/shares
各國ADRhttp://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







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
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kaka
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UID 6717
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註冊 2014-5-7
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140.114.124.29
發表於 2015-4-2 13:56  資料 私人訊息 
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
OMX Stockholm 斯德哥爾摩證券交易所
http://www.nasdaqomxnordic.com/shares
各國ADRhttp://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
時間2015/4/1ROE(大概計算的ROE , 不是使用常利)
行業
Google Finance代號
美股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 )  MorningStar 晨星 (本益比,股價淨值比), 手動查詢輸入
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)公式 =100*(P/B) / (P/E)
H & M Hennes & Mauritz ABHM-BSEK5,07728.811.239.0服裝STO:HM-BHNNMYOTCMKTS:HNNMY
Nordea Bank AB               北歐聯合銀行NDA-SEKSEK4,30413.81.511.1金融STO:NDA-SEKNRBAYOTCMKTS:NRBAY
Atlas Copco AB                  阿特拉斯科普柯工業集團ATCO-ASEK3,35128.16.724.0工業設備STO:ATCO-AATLKYOTCMKTS:ATLKY
Svenska Handelsbanken ABSHB-ASEK2,49216.92.011.5金融STO:SHB-ASVNLYOTCMKTS:SVNLY
Swedbank ABSWED-ASEK2,34913.81.914.1金融STO:SWED-ASWDBYOTCMKTS:SWDBY
Skandinaviska Enskilda Banken ABSEB-ASEK2,24411.81.614.0金融STO:SEB-ASKVKYOTCMKTS:SKVKY
ASSA ABLOY ABASSA-BSEK1,82229.85.317.7鎖,安全系統STO:ASSA-BASAZYOTCMKTS:ASAZY
Sandvik AB                    山特維克SANDSEK1,19119.83.316.7電機機械設備STO:SANDSDVKYOTCMKTS:SDVKY
Hexagon ABHEXA-BSEK1,04829.33.411.6軟體科技STO:HEXA-BHXGBYOTCMKTS:HXGBY
SKF ABSKF-BSEK1,00821.94.420.1機械軸承STO:SKF-BSKFRYOTCMKTS:SKFRY
Electrolux AB                   伊萊克斯 ELUX-BSEK78232.64.714.3家庭電器STO:ELUX-BELUXYOTCMKTS:ELUXY
Skanska ABSKA-BSEK78121.13.717.7建築營造STO:SKA-BSKBSYOTCMKTS:SKBSY
Alfa Laval ABALFASEK71524.34.217.1工業設備STO:ALFAALFVYOTCMKTS:ALFVY
Swedish Match AB  瑞典火柴公司SWMASEK50919.2178.5928.2菸草STO:SWMASWMAYOTCMKTS:SWMAY
Getinge ABGETI-BSEK47635.62.87.8醫療器材設備STO:GETI-BGNGBYOTCMKTS:GNGBY
Securitas ABSECU-BSEK43822.24.018.0保全系統服務STO:SECU-BSCTBFOTCMKTS:SCTBF
HEXPOL ABHPOL-BSEK29028.95.920.5塑膠化學工業STO:HPOL-BHXPLFOTCMKTS:HXPLF
Elekta publ ABEKTA-BSEK28730.04.715.8醫療器材設備STO:EKTA-BEKTAYOTCMKTS:EKTAY
AXFOOD ABAXFOSEK24322.25.926.7零售_食品STO:AXFOAXFOYOTCMKTS:AXFOY
[ 本帖最後由 kaka 於 2015-4-2 14:08 編輯 ]
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kaka
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UID 6717
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註冊 2014-5-7
用戶註冊天數 3614
用戶失蹤天數 1720

140.114.124.29
發表於 2015-4-2 13:58  資料 私人訊息 




[ 本帖最後由 kaka 於 2015-4-2 14:07 編輯 ]
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kaka
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UID 6717
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帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 3614
用戶失蹤天數 1720

49.216.196.223
發表於 2015-6-13 14:49  資料 私人訊息 
Alfa Laval AB 工業設備

OTCMKTS:ALFVY
STO:ALFA

http://www.alfalaval.com


Alfa Laval AB (Alfa Laval) is a Sweden-based company engaged in the development, manufacture and marketing of products and solutions for heat transfer, separation and fluid handling.

The Company’s products are used in various industries, including production of chemicals, starch, paper, metals, sugar and ethanol.

Its solutions are also used onboard vessels and in the engineering sector, mining industry and refinery sector, as well as for treating wastewater and creating a comfortable indoor climate.

Alfa Laval’s operations are divided into three business divisions that serve external customers: Equipment, Process Technology and Marine & Diesel.

Additionally, it operates one shared division for procurement, production and distribution.

In May 2014, the Company completed the acquisition of acquisition of Frank Mohn AS, a supplier of submerged pumping systems to marine and offshore markets.

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kaka
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UID 6717
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閱讀權限 99
註冊 2014-5-7
用戶註冊天數 3614
用戶失蹤天數 1720

49.216.196.223
發表於 2015-6-13 15:02  資料 私人訊息 
ASSA ABLOY AB 鎖,安全系統

OTCMKTS:ASAZY
STO:ASSA-B

http://www.assaabloy.com


Assa Abloy AB is a Sweden-based company engaged in the secure door opening solutions.

It is organized into five divisions: Europe, Middle East and Africa (EMEA), North and South America (Americas), Asia, Australia and New Zealand (Asia Pacific), Global Technologies and Entrance Systems.

The EMEA, Americas and Asia Pacific divisions manufacture mechanical and electromechanical locks, security doors and hardware in their respective geographical markets.

The Global Technologies division operates in the product areas of access control systems, secure card issuance, identification technology and hotel locks.

The Entrance Systems division is a supplier of entrance automation products and services. The Company’s subsidiaries include ASSA Sverige AB, Timelox AB, ABLOY Holdings Ltd, Ameristar Fence Products Inc, IdenTrust, Lumidigm, Turvaykkoset and Quantum Secure Inc, a provider of software for identity management.



                                 

Product leadership

ASSA ABLOY's product offer caters for the total door opening solution and locks and security products stand for high quality

A constant flow of new innovative products to the market is the single most important driver of organic growth.

Successful product development is therefore vital for the Group's future.

In 2014 sales of products launched in the past three years account for 30 percent.

This animated film shows how people typically use ASSA ABLOY's safe, secure and convenient security solutions during the day.

ASSA ABLOY's vision is to be the most innovative supplier of total door opening solutions, and R&D investments have increased substantially in recent years.

ASSA ABLOY aims to double the innovation rate by means of a Group-wide structured innovation process.

The most innovative supplier of total door opening solutions

Successful product development is the single most important driver for maintaining the target of 5 percent organic growth per year over an economic life cycle.

The focus on product leadership has been very consistent and is reflected in the number of product development engineers which has risen by more then 30 percent to over 1,250 people in seven years.

Sales of products launched in the past three years have reached the Group's target of 25 percent, a sharp increase in just a few years.

This 25 percent target is a well. considered level in view of the 10 to 15 year product life cycle.

Mechanical locks & lock systems
ASSA ABLOY’s locks and lock systems meet the highest demands for quality, design and functionality and are found in a wide range of security systems around the world.

Aperio wireless lock technology
Aperio is the smart technology that enables mechanical locks to be wirelessly linked to a new or existing access control system.

Aperio wireless lock technologies
Aperio is the smart technology that enables mechanical locks to be wirelessly linked to a new or existing access control system.

Mobile Access
Imagine the convenience of being able to open doors through the mobile ID stored on your Android or iOS smartphone… Now you can.

Access control & identification
ASSA ABLOY is at the very forefront of electronic access control systems using innovative technology.

Hi-O networked access control
Hi-O (Highly intelligent Opening) is a new concept for electronic door locking solutions that simplifies installation, service and upgrade.

Door automatics
Automatic revolving doors, swing doors, sliding doors, air curtains, roller shutters and automated industrial doors are all examples of door automatics for automated entrances and complete entrance solutions.

Door closers
ASSA ABLOY offers a wide selection of high-quality door closers for any need.

Electromechanical & electronic locks
Providing higher security and greater convenience than traditional mechanical locks, electromechanical and electronic locks have a number of benefits.

Exit devices & panic exit devices
Exit devices and panic exit devices from ASSA ABLOY are safety devices which ensure a free way out at all times, while restricting door entry access.

Hotel locks & security
Hotel locks, electronic locking solutions, as well as in-room safes and energy management systems from ASSA ABLOY deliver added value to the hospitality industry.

RFID credentials, tags & readers
The variety of identification applications using radio frequency identification (RFID) tags is endless – from animals to automation to waste management.

Security doors & other doors
Stringent requirements for emergency evacuation and fire safety mean there is a high demand for security and steel doors.

Smart cards & credentials
Smart cards can be used in a wide range of access control and secure identification applications that protect personal information or deliver secure transactions.

[ 本帖最後由 kaka 於 2015-6-13 15:04 編輯 ]
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