標題: 西班牙好股分享
chenleon1 (leon)
會員
Rank: 1



UID 451
精華 0
積分 0
帖子 1532
閱讀權限 10
註冊 2011-5-26
用戶註冊天數 3067
用戶失蹤天數 217

125.230.71.251
發表於 2015-1-14 17:04  資料 文集 私人訊息 
桑坦德銀行(LSE:BNC, NYSE:SAN; Euronext:SANT; Euronext:SANTA; BM&F Bovespa:SANB3)也叫西班牙國際銀行、土生金銀行。創立於1857年,總部設在西班牙桑坦德 除了是西班牙最大銀行也是歐洲第二大銀行。

頂部
chenleon1 (leon)
會員
Rank: 1



UID 451
精華 0
積分 0
帖子 1532
閱讀權限 10
註冊 2011-5-26
用戶註冊天數 3067
用戶失蹤天數 217

125.230.71.251
發表於 2015-1-14 17:12  資料 文集 私人訊息 


QUOTE:
原帖由 Tony 於 2015-1-14 09:14 發表

可再等等 TEF 小弟有調結果一次 賣在15.6吧!
記得那時盈在表按出來  為5%
現在9%  要買的可以再等等
等淑價出現,再進場
不急,不急
     Telefonica S.A. ADS (NYSE: TEF)
      
      
        ...

頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

140.114.124.24
發表於 2015-3-31 20:30  資料 私人訊息 
西班牙的美股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
西班牙 Bolsa de Madrid 馬德里證券交易所 ( 股票代碼 , 公司名稱 , 公司財報資料 , 市場報價 )
"]">Home / MARKETS AND PRICES / Shares / Session Prices >
http://www.bolsamadrid.es/ing/aspx/Mercados/Precios.aspx?indice=ESI100000000
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

頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

140.114.124.24
發表於 2015-3-31 20:30  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
西班牙 Bolsa de Madrid 馬德里證券交易所 ( 股票代碼 , 公司名稱 , 公司財報資料 , 市場報價 )
"]">Home / MARKETS AND PRICES / Shares / Session Prices >
http://www.bolsamadrid.es/ing/aspx/Mercados/Precios.aspx?indice=ESI100000000
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
時間2015/3/31ROE(大概計算的ROE , 不是使用常利)
行業
Google Finance代號
美股ADR代號
交易所代號 + 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西班牙上市公司資料,將市值排名前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)
Banco Santander, S.A.  SAN98615.01.17.4金融BME:SANSANNYSE:SAN
Industria de Diseno Textil InditexITX94037.68.923.7紡織成衣BME:ITXIDEXYOTCMKTS:IDEXY
Telefonica SA  TEF65820.42.914.3電信BME:TEFTEFNYSE:TEF
Gas Natural SDG SA  GAS21114.51.510.4公共事業_瓦斯,能源BME:GASGASNYOTCMKTS:GASNY
Amadeus IT Holding SA  AMS18128.49.734.1旅遊BME:AMSAMADYOTCMKTS:AMADY
Abertis Infraestructuras S.A.  ABE15223.94.819.9機場經營,媒體BME:ABEABRTYOTCMKTS:ABRTY
Grifols SA  GRF12729.55.217.5製藥生物科技BME:GRFGIKLYOTCMKTS:GIKLY
Mapfre SA  MAP10512.31.19.3金融BME:MAPMPFRYOTCMKTS:MPFRY
Red Electrica Corporacion SA  REE10314.44.128.4電力BME:REERDEIYOTCMKTS:RDEIY
Enagas SA  ENG6415.82.918.1公共事業_瓦斯,能源BME:ENGENGGYOTCMKTS:ENGGY
Bolsas Y Mercados Espaneoles Socdad Hldg  BME3521.18.238.9金融BME:BMEBOLYYOTCMKTS:BOLYY
EBRO FOODS SAEBRO2717.41.58.4食品BME:EBROEBRPYOTCMKTS:EBRPY
Tecnicas ReunidasTRE2215.64.730.0工程BME:TRETNISYOTCMKTS:TNISY
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

140.114.124.24
發表於 2015-3-31 20:32  資料 私人訊息 




[ 本帖最後由 kaka 於 2015-3-31 20:36 編輯 ]
頂部
fortune1115
同學




UID 1741
精華 0
積分 0
帖子 134
閱讀權限 99
註冊 2012-6-11
用戶註冊天數 2685
用戶失蹤天數 181

163.29.7.125
發表於 2015-4-1 09:34  資料 私人訊息 
TEF變貴了
不會貼圖
TEF這次按  變貴了....那我們要賣嗎?
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 08:31  資料 私人訊息 
Abertis Infraestructuras S.A.    公共工程 , 電信工程



BME:ABE


OTCMKTS:ABRTY


http://www.abertis.com


What is abertis?
Abertis is the international market leader in the management of toll roads and terrestrial and satellite telecommunication infrastructures.


Its ongoing internationalisation process has led Abertis to be present in 12 countries in Europe and the Americas, and this has enabled it to diversify its geographic risk and better adapt to global business cycles.


Nowadays around two thirds of the Group’s revenue is generated outside Spain. Especially important in this respect are France, Brazil and Chile.


Abertis is listed on the Spanish Stock Exchange and is on the IBEX 35 and the international FTSEurofirst 300 and Standard & Poors’ Europe 350 indexes.





Abertis Infraestructuras SA is a Spain-based company engaged in the management of mobility and telecommunications infrastructures.


It operates through three business segments: Tollroads, which manages toll highways through operators Acesa, Invicat, Aumar, Iberpistas, Aucat, Castellan, Aulesa nad Avasa; Telecommunications, which manages telecommunications infrastructures and services through Triada and Retevision; and Airports which is an airport operator present in Europe and America managing such airports as London Luton Airport, Cardiff, Belfast International, Stockholm Skavsta, La Paz, Santa Cruz, Cochabamba and Orlando Sanford.


In February 2014, the Company acquired 6% of the Autopistas Metropolitanas de Puerto Rico.


In June 2014, the Companysold a 5.01% stake of Eutelsat Communications among qualified investors. In September 2013, the Company sold a 33.33% stake in Mexico's Aeropuerto Mexicanos del Pacifico (AMP).



頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 08:40  資料 私人訊息 
Amadeus IT Holding SA   


( Amadeus的科技推動了旅遊業的發展,從搜尋到訂位、從計價到開票、從訂位管理到報到及出境流程管理 )


BME:AMS
OTCMKTS:AMADY


http://www.amadeus.com




Amadeus IT Holding SA, formerly WAM Acquisition SA, is a Spain-based company engaged in the provision of Information Technology (IT) solutions for the tourism and travel industries.


The Company mainly specializes in the transaction services and technology solutions to travel providers, which include full service carriers and low-cost airlines, hotels, rail operators, cruise and ferry operators and car rental companies.


It acts as a worldwide network connecting travel providers and travel agencies through a processing platform for the distribution of travel products and services.


The Group is organized into two operating segments: Distribution where the main product is Global Distribution System (GDS) platform and Technology Solutions where it provides processes for travel providers. In February 2014, the Company acquired UFIS Airport Solutions.



關於Amadeus
Amadeus的科技推動了旅遊業的發展,從搜尋到訂位、從計價到開票、從訂位管理到報到及出境流程管理。

我們的產品及解決方案能為客戶改善業務績效,公司合作客戶包括旅行社、企業、航空公司、地勤業者、旅館、鐵路公司、租車公司、機場、遊輪航線及渡輪。

創新是我們的策略核心。Amadeus 2012年投入的研發資金高達4億1410萬歐元,佔總營收的14.2%。根據歐盟委員會的2013年歐盟企業研發投資評估報告(EU Industrial R&D Investment Scoreboard),本公司的研發投資為旅遊產業中最高
   
我們深信,唯有投資研發才能與客戶及業務夥伴持續合作,共同創造旅遊業的未來。
Amadeus的服務涵蓋195國,全球員工人數超過11,000人。截至2012年12月31日,全年營收為29億1040萬歐元,EBITDA為11億770萬歐元。  

Amadeus已在西班牙的證券交易所掛牌上市,也是IBEX35成分股。

臺灣亞瑪迪斯

臺灣亞瑪迪斯成立於1996年,目前已設立台北總公司、中壢、台中、高雄四個服務據點,全體員工50人,攜手為全台灣客戶服務而努力,並已於2008年8月正式成為分公司。 

臺灣亞瑪迪斯自成立以來,一直秉持著客戶優先,服務品質至上的宗旨,以提供成熟多元且人性化的旅遊科技解決方案,給予客戶高效率、高產值全方位的服務為最大前進目標,展望未來,Amadeus身為旅遊業的科技夥伴,更將繼續與合作夥伴攜手為塑造旅遊業的未來而努力。

我們的客戶
Amadeus joins up the key players in the travel industry so that they can connect to their customers and sell to new ones, wherever they are in the world. We also help our customers to serve their customers and manage their own critical IT.
Our innovation and technology helps to make the traveller's 'real world' journey experience better.

These are our customers.

Travel providers:

  • Airlines
  • Airports
  • Car rental companies
  • Cruise lines
  • Ferry operators
  • Ground handlers
  • Hotels
  • Insurance companies
  • Railways
  • Tour Operators
  • Travel Media companies
Travel sellers:
  • Travel Management Companies
  • Business Travel Agencies
  • Online Travel Agencies
  • Leisure Travel Agencies
  • Vertically Integrated Tour Operators
  • Consolidators
  • Single Site Travel Agencies
Travel buyers:
  • Corporations
  • Travellers


[ 本帖最後由 kaka 於 2015-5-26 08:43 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 08:48  資料 私人訊息 
Bolsas Y Mercados Espaneoles Socdad Hldg  西班牙交易所


BME:BME


OTCMKTS:BOLYY


http://www.bolsasymercados.es




Bolsas y Mercados Espanoles Sociedad Holding de Mercados y Sistemas Financieros SA is a Spain-based company that manages and operates all securities markets and financial systems in Spain.


The Company operates through seven segments: Equities which comprises electronic and pit trading of equity securities and the corresponding post-trade activities; Derivatives which provides trading, central counterparty clearing and settlement of derivatives; Fixed Income through which its offers trading of private and public listed fixed income securities; Clearing and Settlement engaged in the registration, clearing and settlement of equity and private and public fixed income security trades; Information comprises dissemination of information, primary and secondary sources; Listing which provides issuer services via initial listings and ongoing listing fees; and Information Technology (IT) & Consulting related to development and sale of software, global access services, consultancy and training.



頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 08:56  資料 私人訊息 
Ebro Foods SA  食品


BME:EBRO

OTCMKTS:EBRPY


http://www.ebrofoods.es




Ebro Foods SA is a Spain-based holding company primarily engaged in the food industry.


The Company's product portfolio includes rice, pasta, cereals and diet products, among others.


Ebro Foods SA is also involved in the production of soft drinks, pharmaceutical products, animal feeds and biofuels.


It markets its products under a variety of brands, such as SOS, Brillante, La Cigala, La Fallera, Saludaes, American Beauty, San Giorgio, 3 Glocken, Skinner and Ronzoni, among others.


The Company operates through such subsidiaries as Herba Ricemills SL, Herba Nutricion SL, Panzani SAS, Dosbio 2010 SL, Riviana Foods Inc, Ebro Foods Alimentacion SA and Azucarera Energias SA, among others. On June 18, 2014, the Company acquired 52% stake in Pastificio Lucio Garofalo SpA.





頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 09:03  資料 私人訊息 
Enagas SA  能源 , 瓦斯 , 電力

BME:ENG


OTCMKTS:ENGGY


http://www.enagas.es


Enagas SA is a Spain-based company active in the energy sector.


The Company is engaged in the transport and underground storage of natural gas, as well as in the regasification of natural gas to the National Pipeline Network.


The Company’s infrastructure comprises a network of over 10,000 kilometers of high-pressure gas pipelines located in the Spanish territory which has international connections with France, Portugal and Morocco.


Its facilities also include four regasification plants operating in Barcelona, Huelva, Cartagena and El Musel, and three underground natural gas storage units established in Serrablo, Gaviota and Yela. Furthermore, the Enterprise offers such services as: offloading liquefied natural gas (LNG) from ships to regasification terminals; LNG, carbon dioxide, hydrogen and biogas tank loading; development of direct gas pipelines; laboratory certification services, and other services related to infrastructure. Enagas SA has affiliates in Mexico, Chile and Peru.










[ 本帖最後由 kaka 於 2015-5-26 09:07 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 09:15  資料 私人訊息 
Gas Natural SDG SA  瓦斯 ,  能源


BME:GAS

OTCMKTS:GASNY


http://www.gasnaturalfenosa.com




Gas Natural SDG SA is a Spain-based company active in the energy sector.


Its business is divided into eight lines: Natural gas supply, engaged in the purchase of natural gas; Natural gas transportation, which includes construction and maintenance of gas infrastructure; Power generation, which provides the generation of energy from ordinary and renewable sources; Distribution, which implements distribution activities in the electricity and natural gas sectors; Marketing, involed in promoting gas, electricity and service offers for the wholesale and retail market; Trading, engaged in gas, oil, electricity and coal trading; Operacion y Mantenimiento (O&M) Energy, which provides operations and maintenance services for electricity generation facilities and industrial plants, and Engineering, specialized in expertise and supervision of energy construcions.


The Company is a parent of Gas Natural Fenosa group.


As of December 31, 2013, It operated in more than 25 countries worldwide.







頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 09:22  資料 私人訊息 
Grifols SA   醫療 , 生物科技 , 製藥



OTCMKTS:GIKLY
BME:GRF



http://www.grifols.com




Grifols SA is a Spain-based company engaged in the healthcare sector.


The Company is involved in the research, development, manufacturing and marketing of medical solutions for hospitals, which include plasma-derived therapies, as well as diagnosis and pharmaceutical products.


Its activities are structured in five segments: Bioscience, which focuses on the research for obtaining new therapies and solutions aimed at patients who suffer from illnesses stemming from plasma deficits; Diagnostic, which comprises the research, development and marketing of diagnostic products for clinical laboratories, Hospital, which offers ready-to-use pharmaceutical preparations and products for clinical nutrition; Technology, which focuses on automation equipment for the hospital sector; and Raw Materials, which includes sales of biological products and services.


The Company is a parent of Grupo Grifols.

頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 09:33  資料 私人訊息 
Industria de Diseño Textil, S.A. (Inditex)   服裝 , 紡織
Inditex SA


OTCMKTS:IDEXY
BME:ITX


http://www.inditex.com
http://en.wikipedia.org/wiki/Inditex


Industria de Diseno Textil SA, known as Inditex SA, is a Spain-based company primarily engaged in the textile industry.


The Company’s activities include the design, confection, manufacturing, distribution and retail of men, women and children apparel, footwear and fashion accessories; as well as home furnishings and household textile products.


The Company’s products retail distribution is conducted through a chain of numerous commercial stores, which are structured in eight brands: Zara, Pull & Bear, Massimo Dutti, Bershka, Stradivarius, Oysho, Zara Home and Uterque.


The Company is a parent of Grupo Inditex, a group which comprises a number of controlled entities that. The Company operates worldwide.


The Company’s major shareholder is Gartler SL.



頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1990
用戶失蹤天數 97

120.107.160.32
發表於 2015-5-26 09:41  資料 私人訊息 
Mapfre SA   金融 , 保險

BME:MAP
OTCMKTS:MPFRY


http://www.google.com/url?source=finance&q=http%3A%2F%2Fwww.mapfre.es%2Fseguros%2Fes%2Findex.shtml&ei=BM5jVaDrOtGL0ATpgoHICA&usg=AFQjCNGX3ZQlZfdbBV06ND-4aEGZTf5zBQ


Mapfre SA is a Spain-based holding company active in the insurance market.

Its products portfolio is divided into three lines: Individuals, Companies and Professionals.

The range of the Company’s services includes insurance policies of direct life, property and casualty, health, automotive and third party liability, among others.

In addition, Mapfre SA is active in the management of pension funds, retirement plans and investment funds, as well as the provision of healthcare services in Spain.

The Enterprise is a parent of Grupo Mapfre, a group which comprises a number of entities active in the insurance, reinsurance, financial and real estate sector.

The Company operates worldwide through such subsidiaries as Mapfre Familiar, Mapfre America, Mapfre Internatcional, Mapfre Re, Mapfre Global Risks and Mapfre Asistencia, among others.






[ 本帖最後由 kaka 於 2015-5-26 09:42 編輯 ]
頂部