意大利好股分享

巴菲特班洪瑞泰 (Michael On) » 討論區1 » 意大利好股分享

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kaka

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140.114.124.24

#16

發表於 2015-4-1 17:13 資料私人訊息

義大利的美股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
歐洲證券交易所 ( 股票代碼 , 公司名稱 , 公司財報資料 , 市場報價 )
https://www.euronext.com/en/equities/directory
Borsa Italiana Spa 義大利米蘭證券交易所
http://www.borsaitaliana.it/azioni/cercatitolo/ricercaavanzata/indexricercaavanzata.en.htm


各國ADR	http://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

kaka

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140.114.124.24

#17

發表於 2015-4-1 17:13 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
歐洲證券交易所 ( 股票代碼 , 公司名稱 , 公司財報資料 , 市場報價 )
https://www.euronext.com/en/equities/directory
Borsa Italiana Spa 義大利米蘭證券交易所
http://www.borsaitaliana.it/azioni/cercatitolo/ricercaavanzata/indexricercaavanzata.en.htm


各國ADR	http://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	2015/4/1					ROE（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30億歐元(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						ROE（大概計算的ROE , 不是使用常利）
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)
Luxottica Group SpA	LUX	€	282	43.7	5.7	13.1	眼鏡	BIT: LUX	LUX	NYSE: LUX
Atlantia SpA	ATL	€	201	29.2	3.1	10.4	運輸管理	BIT:ATL	ATASY	OTCMKTS:ATASY
Snam SpA	SRG	€	158	13.0	2.2	17.1	瓦斯	BIT:SRG	SNMRY	OTCMKTS:SNMRY
Terna - Rete Elettrica Nazionale SpA	TRN	€	82	15.8	2.8	17.8	電力	BIT:TRN	TEZNY	OTCMKTS:TEZNY
Salvatore Ferragamo Italia SpA	SFER	€	50	32.0	10.8	33.7	零售服飾	BIT:SFER	SFRGY	OTCMKTS:SFRGY

kaka

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140.114.124.24

#18

發表於 2015-4-1 17:16 資料私人訊息

kaka

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120.107.160.32

#19

發表於 2015-5-26 10:22 資料私人訊息

ATLANTIA SPA 機場管理 , 高速公路管理

OTCMKTS:ATASY
BIT:ATL

http://www.atlantia.it

Atlantia SpA is an Italy-based holding company engaged, with its subsidiaries, in the construction and management of electronic trolling systems and traffic information services.

The Company mainly focuses on development of toll motorways.

The Company is also involved in other related activities, including the provision of road engineering and maintenance services, the operation of tunnels under license, the provision of road safety solutions, the provision of logistics services, the operation of parking facilities and monitoring system, among others.

Through its subsidiaries, the Company broadcasts traffic information for the motorway network, as well as it implements a satellite-based tolling system for heavy vehicles.

Atlantia SpA operates in the domestic market, as well as in Chile, Poland, Brazil, France, India and the United States.

kaka

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120.107.160.32

#20

發表於 2015-5-26 10:29 資料私人訊息

Luxottica Group SpA 眼鏡 , 鏡片

NYSE: LUX
BIT: LUX

http://www.luxottica.com

Luxottica Group SpA is an Italy-based company engaged in optical industry.

It designs, manufactures and distributes prescription frames, sports eyewear and sunglasses.

Luxottica Group SpA operates through two industry segments.

The Manufacturing and Wholesale Distribution segment is engaged in the design, manufacture, wholesale distribution and marketing of house and designer lines of prescription frames and sunglasses, as well as of performance optics products.

The Retail Distribution segment operates through retail brands, including LensCrafters, Sunglass Hut, OPSM, Laubman & Pank, Bright Eyes, Oakley O Stores and Vaults, David Clulow, GMO and stores located within host department stores.

The Company’s proprietary brands include Ray-Ban and Vogue, among others, as well as the Company's licensed brands include Bulgari, Burberry, Chanel, Versace, Prada, Stella McCartney, Armani, Tiffany and Dolce & Gabbana, among others. In February 2014, it acquired glasses.com from WellPoint Inc.

kaka

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120.107.160.32

#21

發表於 2015-5-26 10:36 資料私人訊息

Salvatore Ferragamo Italia SpA 服飾 , 配件 , 皮鞋

BIT:SFER

OTCMKTS:SFRGY

http://www.ferragamo.com

Salvatore Ferragamo SpA is an Italy-based company engaged in fashion industry.

The Company mainly creates, develops and produces textiles goods and shoes.

The Company’s products categories are responsible for the manufacture and sale of footwear, leather goods, clothing and accessories for men and women.

The Company’s products include also fragrances and eyewear under the Salvatore Ferragamo brand and on license Ungaro brand.

The Company’s products are distributed mainly through network brand stores, managed both directly and by third parties, as well as department stores and multibrand specialty stores.

The Company’s activities also include the licensing of the Ferragamo brand, rental services, property management and technical consultancy with the Zegna Group. Salvatore Ferragamo SpA operates in Europe, North America, Japan, Asia-Pacific and Central and South America.

kaka

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UID 6717
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註冊 2014-5-7
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120.107.160.32

#22

發表於 2015-5-26 10:41 資料私人訊息

Snam SpA 天然氣

OTCMKTS:SNMRY
BIT:SRG

http://www.snamretegas.it

Snam SpA is an Italy-based company engaged in the management of natural gas services. The Company is diversified into four operating segments.

The Transportation segment covers transportation-related gas services, including capacity management and transportation of the gas at the entry points of the gas network to the redelivery points.

It owns transportation infrastructures of gas pipelines.

The Regasification segment is focused on extraction activities of natural gas, its liquefaction for transport by ship and subsequent regasification.

The Storage segment covers deposits, gas treatment plants, compression plants and the operational dispatching system.

The Distribution segment engages gas distribution through local transportation networks from delivery points at the metering and reduction stations to the gas distribution network redelivery points at the end customers.

Additionally, Snam SpA as the parent company, focuses on planning, management, coordination and control of the group.

kaka

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UID 6717
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註冊 2014-5-7
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120.107.160.32

#23

發表於 2015-5-26 10:43 資料私人訊息

Trasmissione Elettricita Rete Nazionale Spa TERNA 電力
Terna - Rete Elettrica Nazionale SpA

BIT:TRN
OTCMKTS:TEZNY

http://www.terna.it

Terna Rete Elettrica Nazionale SpA is an Italy-based company engaged in the utility sector.

It is an independent grid operator for the transmission of electricity.

It deals with the management of electrical systems through the operation of the grid, efficiency of infrastructures and their maintenance through engineering and management of plants and grid developments.

It ensures a balance of deliveries and withdrawals between the supply of energy and consumption by end users.

The Company is diversified into two operating segments.

The Core Business includes the development, operation and maintenance of the National Transmission Grid (NTG) in addition to dispatching.

The Non-Core Business includes specialized services provided to third parties mainly relating to systems engineering services, the operation and maintenance of high voltage plants and the housing of telecommunications equipment and optic fibre grid maintenance services.

[ 本帖最後由 kaka 於 2015-5-26 10:55 編輯 ]

kaka

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42.76.3.203

#24

發表於 2017-12-31 11:15 資料私人訊息

意大利..服飾..TOD'S SPA (意大利 TOD ,美股 TODGF )

kaka

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UID 6717
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42.76.3.203

#25

發表於 2017-12-31 11:31 資料私人訊息

意大利..服飾..Salvatore Ferragamo Italia SpA ( 意大利 SFER,美股 SFRGY )

kaka

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UID 6717
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帖子 6266
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註冊 2014-5-7
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42.76.3.203

#26

發表於 2017-12-31 11:51 資料私人訊息

意大利..服飾..Moncler SpA (意大利 MONC ,美股 MONRY )

kaka

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UID 6717
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111.83.46.98

#27

發表於 2018-1-20 16:25 資料私人訊息

意大利..機場股..Atlantia SpA (機場+公路)(意大利 ATL,美股 ATASY)

kaka

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111.83.8.253

#28

發表於 2018-1-28 12:33 資料私人訊息

意大利..天然氣..Snam S.p.A. (意大利 SRG,美股 SNMRY)

kaka

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UID 6717
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111.83.8.253

#29

發表於 2018-1-28 12:55 資料私人訊息

意大利.電力,天然氣.Enel S.p.A. 義大利國家電力公司(意大利 ENEL,美股 ENLAY)

kaka

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111.83.8.253

#30

發表於 2018-1-28 13:16 資料私人訊息

意大利..電力..Terna (意大利 TRN,美股 TEZNY)

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