標題: 新加坡好股分享
weyzhiro
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發表於 2014-9-12 19:38  資料 私人訊息 
重點是後續台日通和台英通是否能談成,新加坡人口500萬比台灣少,英國人口6300萬,日本1億2700萬
台日英都通的話,我覺得是台股大利多
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chenleon1 (leon)
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發表於 2014-9-12 20:17  資料 文集 私人訊息 
對我們同學也是啊如果交易費跟稅不貴
我們買國外股票就省下 換匯 來回匯款 報稅等等手續
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kaka
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發表於 2014-9-12 20:33  資料 文集 私人訊息 
台星通可以買什麼股票呢?範圍是什麼?
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weyzhiro
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發表於 2014-9-12 20:52  資料 私人訊息 


QUOTE:
原帖由 chenleon1 於 2014-9-12 20:17 發表
對我們同學也是啊如果交易費跟稅不貴
我們買國外股票就省下 換匯 來回匯款 報稅等等手續

昨天用篩選器看了一下新加坡的股票,超跌的也滿多的,
股價淨值比0.1倍的也有,他們也有光碟股,有賺錢,股價被殺到股價淨值比0.2倍多
而台灣的光碟股中環還在虧錢,股價淨值比還有0.45倍,天差地別!!
每天看報紙看到外資喊多空,覺得在台灣投資還滿幸福的,至少有人肯來喊多喊空
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kaka
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140.114.124.27
發表於 2015-3-9 13:36  資料 文集 私人訊息 
稀有動物.............要記得照顧....


Starhub 是電信公司
http://www.google.com/finance?q=SGX%3ACC3&ei=-yL9VIDTDsHkuATg4IB4


非常高的ROE
穩定獲利 ( 常利大約3億新加坡元 = 60億 新台幣 )
接近100%配息率




StarHub Ltd (StarHub) is a Singapore-based company engaged in the operation and provision of telecommunications services and other businesses relating to the info-communications industry.


The Company operates primarily in Singapore and delivers its Mobile, Pay TV, Broadband, Fixed network services and equipment sales on an operationally integrated network, customer service, sales, marketing and administration support.


The Company’s subsidiaries include StarHub Cable Vision Ltd., which is engaged in the provision of subscription television and television broadcasting services; StarHub Mobile Pte Ltd, which is engaged in the provision of mobile telecommunications services; StarHub Internet Pte Ltd, which is engaged in the provision and operation of Internet services; StarHub Online Pte Ltd, which is engaged in the provision of broadband access services, and Nucleus Connect Pte. Ltd., which is engaged in the provision of high speed wholesale broadband services.



[ 本帖最後由 kaka 於 2015-3-9 13:39 編輯 ]
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kaka
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140.114.124.33
發表於 2015-3-19 11:54  資料 文集 私人訊息 
奧蘭國際 Olam International Ltd 是農業公司

影片
http://olamgroup.com/about-us/corporate-video/


新加坡淡馬息控股完成收購OLAM 奧蘭國際 80%股權 ,新加坡政府變成最大股東..

ADR 成交量很低 , 如果要買進,就只能少量買進 ,
盈餘再投資比率偏高 ( 大於  80% ),本益比今天(2015/03/18) 是  8 ~ 9 倍



Olam International is a leading agri-business operating from seed to shelf in 65 countries, supplying food and industrial raw materials to over 13,800 customers worldwide.

Our team of 23,000 employees has built a leadership position in many businesses including cocoa, coffee, cashew, rice and cotton.


http://zh.wikipedia.org/wiki/%E5%A5%A7%E8%98%AD%E5%9C%8B%E9%9A%9B

奧蘭國際有限公司,簡稱奧蘭國際英語:Olam International LimitedSGXO32OTCBBOLMIY),於1989年由奈及利亞Kewalram Chanrai Group創立。

當時公司位於現在的 9 Temasek Boulevard #11-02 Suntec Tower 2 Singapore 038989(新加坡淡馬錫大道9號新達城大樓2期11樓2室)。

曾經將總部設在倫敦,直至1996年將其總部遷至新加坡[1]

該公司的業務主要是提供有關農業產品的供應鏈管理

公司總裁為Sunny George Verghese。該公司於2005年2月11日在新加坡交易所主板上市。招股價為0.62坡元,發行股數為375,000,000股,集資額為232,500,000坡元[2]








Olam International Ltd ADR    OLMIY

本益比

http://financials.morningstar.com/valuation/price-ratio.html?t=OLMIY®ion=usa&culture=en-US

OLAM INTL LTD ADR  (OTCMKTS:OLMIY)

http://www.google.com/finance?q=OTCMKTS%3AOLMIY&ei=nEEKVbqNLarmugSamoC4CQ

Olam International Ltd  (SGX:O32)
http://www.google.com/finance?q=SGX%3AO32&ei=pEEKVdKRKcj6uASnxYG4Ag


Temasek Unit Gets Control of Olam With 80% at Takeover Bid Close
新加坡淡馬息控股完成收購OLAM 奧蘭國際  80%股權

http://www.bloomberg.com/news/articles/2014-05-23/temasek-unit-gets-control-of-olam-with-80-at-takeover-bid-close

May 23 (Bloomberg) -- A unit of Singapore’s state-owned investment company Temasek Holdings Pte. raised its stake in Olam International Ltd. to 80 percent, gaining control of the commodity trader.

Temasek’s Breedens Investments Pte and its related parties own or control 80 percent of Olam, they said late today in a statement to the Singapore stock exchange.

Breedens on its own now has 49 percent of Olam’s share capital, according to the statement. Temasek held 24.6 percent of Olam through its unit Breedens and Aranda Investment Pte when it made the takeover bid, it said on March 14.

The unit in March bid S$2.23 each for the shares of Olam it didn’t own. The bid, made in cooperation with Olam founders the Kewalram Singapore Ltd. group and managers led by Chief Executive Officer Sunny Verghese, valued one of the world’s top three coffee and rice traders at S$5.3 billion$ ($4.2 billion). The offer closed today.



Olam shares rose 0.5 percent to S$2.24 each in Singapore trading today. The stock has climbed 46 percent this year.

The acquisition draws a line under the 2012 short-seller attack on Olam by Muddy Waters LLC, which questioned its finances and caused its stock to plummet. Temasek was Olam’s second-largest shareholder with about 16 percent at the time of the attack.

Breedens intends to keep Olam as a listed company, unless the minimum float requirements of 10 percent aren’t met, it said in March.

Little known to retail consumers, one of every eight chocolate bars eaten globally is made from beans handled by Olam, while the trader produces enough cotton to provide all the world with three pairs of socks each year. The quantity of rice it handles annually could feed all of Africa for a week.

To contact the reporter on this story: Yuriy Humber in Tokyo at yhumber@bloomberg.net
To contact the editors responsible for this story: Jason Rogers at jrogers73@bloomberg.netMadelene Pearson, Dick Schumacher

[ 本帖最後由 kaka 於 2015-3-19 12:05 編輯 ]
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mikeon88
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223.137.28.132
發表於 2015-3-19 12:09  資料 主頁 文集 私人訊息 
好股,可惜成交量太小
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kaka
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發表於 2015-3-19 12:16  資料 文集 私人訊息 
所以我已經買進ADR,買進數量很少,只達到我的個股最低金額......
好股也有好價格..
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mikeon88
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發表於 2015-3-19 12:19  資料 主頁 文集 私人訊息 
請問ADR一天成交幾股?好像有時候掛零
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kaka
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發表於 2015-3-19 12:26  資料 文集 私人訊息 
平日成交量0  ~ 2000股 , 很多時候是0成交
急著用的錢就不要買進OLMIY

這是要長期作戰.....因為ADR成交量很少.....
如果一次買太多...就會讓自己很累....很難賣出......

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mikeon88
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發表於 2015-3-19 12:44  資料 主頁 文集 私人訊息 
醬就不適合巴菲特班介入,
因為我的資金加上同學的資金,
可以當它董監事。
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kaka
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140.114.124.25
發表於 2015-3-21 14:48  資料 文集 私人訊息 
Singapore Exchange 新加坡交易所
股票篩選器
http://www.sgx.com/wps/portal/sgxweb/home/company_disclosure/stockfacts


快速篩選


1) 大型股 :  市值((Mkt. Cap.)從大到小排列,可能的目標在前3頁,
                  如果還沒有好目標,就不考慮


2) ROE : 因為沒有ROE選項 , 改成本益比 P/E 及 股價淨值比 P/B
               ROE = 100* (P/B) / (P/E)  (單位是 %)


3) 便宜價: 先從大型股前3頁找起,找本益比低於12倍


4) 行業: Industry


5) 按盈再表




[ 本帖最後由 kaka 於 2015-3-21 14:53 編輯 ]
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kaka
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140.114.124.35
發表於 2015-3-22 13:42  資料 文集 私人訊息 
1) 請同學幫忙分享到新加坡開戶的方式


2) 買新加坡股票,不買美股ADR的新加坡股票 :
                因為新加坡股票的美股ADR成交量太小,使得好股票反而不能買進


3) 台星通 : 先做好功課,準備好投資名單,等傳說中2015年年底前開通的"台星通"交易平台
                但是手續費會不會偏高及相關的證券帳戶隱藏費用,必須詳細計算
資料來源
新加坡交易所 Singapore Exchange ( SGX )
欄位使用customize display選取下列欄位 P/E , P/BV
http://www.sgx.com/wps/portal/sgxweb/home/company_disclosure/stockfacts
時間2015/3/22ROE(大概計算的ROE , 不是使用常利)
在按盈在表之前,為了節省按盈再表的時間,將新加坡交易所網站資料先用市值由大到小排列,將市值排名前3頁的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,並且增加右邊的大概計算的ROE公式,方便刪除ROE太小的公司,刪除中國掛牌公司,刪除房地產及REIT,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
Company NameCodeIndustryMkt. Cap.in S$ mmVolumein mmP/EP/BV公式 =100*(P/B) / (P/E)
Singapore Telecommunications LimitedZ74Diversified Telecommunication Services67,67235.71 mm18.32.916電信
DBS Group Holdings LtdD05Banks49,7285.3 mm12.51.311金融
Oversea-Chinese Banking Corporation LimitedO39Banks41,6194.06 mm10.21.313金融
United Overseas Bank LimitedU11Banks36,6993.95 mm11.61.311金融
Thai Beverage Public Company LimitedY92Beverages19,08419.71 mm22.04.721食品
Dairy Farm International Holdings LimitedD01Food and Staples Retailing17,0020.13 mm24.28.636食品
Keppel Corporation LimitedBN4Industrial Conglomerates16,0789.49 mm8.51.518控股公司
Jardine Cycle & Carriage LimitedC07Distributors14,5840.29 mm13.42.418汽車代理銷售
Great Eastern Holdings LimitedG07Insurance11,8710.01 mm13.52.015金融
Singapore Technologies Engineering LtdS63Aerospace and Defense10,6752.04 mm20.25.025工程
Singapore Exchange LimitedS68Diversified Financial Services8,4083.03 mm26.610.138金融
Sembcorp Industries LtdU96Industrial Conglomerates7,6532.6 mm9.81.414控股公司
StarHub Ltd.CC3Wireless Telecommunication Services7,2217.14 mm19.548.4248電信
ComfortDelGro Corporation LimitedC52Road and Rail6,31410.17 mm22.32.913運輸
Sembcorp Marine LtdS51Machinery6,1332.93 mm11.02.119食品
Olam International LimitedO32Food and Staples Retailing4,8332.01 mm8.71.213農業
SIA Engineering Company LimitedS59Transportation Infrastructure4,4850.47 mm21.73.516飛機修護
Singapore Post LimitedS08Air Freight and Logistics4,15312.39 mm29.24.014郵政
M1 LimitedB2FWireless Telecommunication Services3,5680.9 mm20.39.044電信
SATS Ltd.S58Transportation Infrastructure3,3962.32 mm18.52.513運輸
First Resources LimitedEB5Food Products2,8513.06 mm12.42.016棕櫚油
SMRT Corporation LtdS53Road and Rail2,4352.55 mm28.12.910捷運
Mandarin Oriental International LimitedM04Hotels, Restaurants and Leisure2,2680.12 mm17.01.710東方文華酒店集團
Raffles Medical Group LtdR01Healthcare Providers and Services2,1850.56 mm32.44.113醫療
Bumitama Agri Ltd.P8ZFood Products1,7580.19 mm14.32.518棕櫚油
Super Group Ltd.S10Food Products1,6450.74 mm23.93.314食品
OSIM International LtdO23Specialty Retail1,5840.31 mm15.53.623按摩椅,運動器材
[ 本帖最後由 kaka 於 2015-3-22 13:52 編輯 ]
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kaka
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發表於 2015-3-22 14:01  資料 文集 私人訊息 
Singapore Telecommunications Limited 新加坡電信

SGX: Z74

Company NameCodeIndustry
Singapore Telecommunications LimitedZ74Diversified Telecommunication Services
http://info.singtel.com/

https://www.google.com/finance?q=SGX%3AZ74&ei=nlAOVcnYLuP_uQSjhYHgCw


Description


Singapore Telecommunication Ltd (SingTel) is a communications services provider.

The Company provides a range of services including fixed, mobile, data, Internet, television, and information and communication technology (ICT) as well as digital solutions. SingTel’s subsidiaries include Optus, SingTel Mobile, SingNet, NCS Pte Ltd, SingTel Digital Media, SingTel Innov8 (Innov8) and Amobee.


Optus provides communications services including mobile, national and long distance services, local telephony, business network services, Internet and satellite services, as well as Internet television.


SingTel Mobile provides local and overseas roaming coverage, and Long Term Evolution (LTE) mobile broadband service. SingNet is an Internet Service Provider in Singapore. NCS Pte Ltd is a regional ICT solutions provider.


SingTel Digital Media operates a Web and mobile lifestyle Website, inSing.com. Innov8 is a corporate venture capital fund. Amobee is a mobile advertising solution provider.








[ 本帖最後由 kaka 於 2015-3-22 14:19 編輯 ]
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kaka
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發表於 2015-3-22 14:05  資料 文集 私人訊息 
DBS Group Holdings Ltd  星展銀行集團
SGX:  D05
DBS Group Holdings LtdD05Banks
http://www.dbs.com
https://www.google.com/finance?q=SGX%3AD05&ei=5lkOVbPMC5f4uASJiYGoBA


Description

DBS Group Holdings Ltd is an investment holding company that operates through its main subsidiary, DBS Bank Ltd (the Bank).


The Bank is engaged in the provision of retail, small and medium-sized enterprise, corporate and investment banking services.


The Company's financial businesses are organized into four segments: Consumer Banking/Wealth Management, Institutional Banking, Treasury and Others. Consumer Banking/Wealth Management provides individual customers with a range of banking and related financial services.


Institutional Banking provides financial services and products to institutional clients, including bank and non bank financial institutions, government linked companies, large corporates and small and medium-sized businesses.


Treasury provides treasury services to corporations, institutional and private investors, financial institutions and other market participants. Others encompass a range of activities from corporate decisions.






[ 本帖最後由 kaka 於 2015-3-22 14:19 編輯 ]
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