標題: 法股好股分享
kaka
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140.114.124.26
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發表於 2014-8-25 12:52  資料 私人訊息 
法股好股分享
法國股票及ADR

整理如下


[ 本帖最後由 kaka 於 2014-8-25 13:03 編輯 ]
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chenleon1 (leon)
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125.230.93.170
發表於 2014-8-25 13:29  資料 文集 私人訊息 
米其林 VS. 正新


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巴菲特新手
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114.47.41.67
發表於 2014-8-25 14:27  資料 私人訊息 
有法國電信公司股票代號嗎
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kaka
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115.80.178.85
發表於 2014-8-26 00:11  資料 私人訊息 
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kaka
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115.80.178.85
發表於 2014-8-26 02:18  資料 私人訊息 
輪胎股票比較....
請加入德國股票ADR  ( Contimental AG)

生產德國馬牌輪胎
路上可見到店面,橘色黑底招牌.....

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chenleon1 (leon)
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125.230.82.88
發表於 2014-8-26 09:20  資料 文集 私人訊息 
有一直在注意這隻德國馬等待淑價出現
國內外的輪胎橡膠股表現都不俗...
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vivian(景月)
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115.80.17.26
發表於 2014-8-26 16:33  資料 私人訊息 
萊雅集團的ADR代號:LRLCY
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kaka
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140.114.124.33
發表於 2014-8-29 19:18  資料 私人訊息 
新增及修改如下

相關資料請參考討論區最上面的入圍名單及相關資料
http://mikeon88.freebbs.tw/viewthread.php?tid=11764&extra=page%3D1




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kaka
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59.124.164.253
發表於 2014-9-14 20:20  資料 私人訊息 
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kaka
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140.114.124.27
發表於 2015-3-31 14:59  資料 私人訊息 
法國的美股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
法國巴黎交易所 ( 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
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






















因為股票先整理市值排列前200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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發表於 2015-3-31 15:00  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
法國巴黎交易所 ( 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
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2015/3/31ROE(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法國上市公司資料,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)
Sanofi SA  SAN1,22727.92.17.7醫療生物科技EPA:SANSNYNYSE:SNY
Total SA                   道達爾FP1,12127.31.34.7石油天然氣EPA:FPTOTNYSE:TOT
L'Oreal SA              萊雅集團OR96836.54.713.0化妝品EPA:ORLRLCYOTCMKTS: LRLCY
LVMH Moet Hennessy Louis Vuitton SE  MC83514.73.725.5服飾皮包EPA:MCLVMUYOTCMKTS: LVMUY
Schneider Electric SE  SU42323.52.18.9電子電機設備EPA:SUSBGSYOTCMKTS:SBGSY
Electricite de France SA  EDF42211.41.210.5電力EPA:EDFECIFYOTCMKTS:ECIFY
Air Liquide SA  法國液化空氣集團AI41925.13.614.2化學工業EPA:AIAIQUYOTCMKTS:AIQUY
Danone SA  達能集團BN40434.83.59.9食品EPA:BNDANOYOTCMKTS: DANOY
Hermes International SCA  RMS33240.211.729.0服飾皮包EPA:RMSHESAYOTCMKTS:HESAY
Vinci SA  DG32012.22.016.7建築,建築材料EPA: DGVCISYOTCMKTS:VCISY
Pernod Ricard SA  RI29530.42.58.3食品飲料EPA:RIPDRDYOTCMKTS: PDRDY
Essilor International Cmpgn Gnl d'Opq SA                依視路EI23224.84.618.5眼鏡,鏡片EPA:EIESLOYOTCMKTS:ESLOY
Michelin                   米其林ML17317.11.810.5輪胎,汽車零組件EPA:MLMGDDYOTCMKTS:MGDDY
Dassault Systemes S.A.  達梭系統DSY16255.55.49.6電腦軟體系統EPA: DSYDASTYOTCMKTS: DASTY
Publicis Groupe SA  PUB16022.92.510.9媒體廣告EPA: PUBPUBGYOTCMKTS: PUBGY
Sodexo SA  SW14228.34.315.0服務管理EPA:SWSDXAYOTCMKTS:SDXAY
Iliad SA  ILD13147.55.611.9電信EPA:ILDILIAYOTCMKTS:ILIAY
Valeo SA  FR11419.83.919.9汽車,汽車零組件EPA:FRVLEEYOTCMKTS:VLEEY
Dassault Aviation SA  達梭航空工業AM10641.02.66.4國防航太工業EPA:AMDUAVFOTCMKTS: DUAVF
Alstom SA                   阿爾斯通ALO90108.11.81.6工業EPA:ALOALSMYOTCMKTS:ALSMY
BUREAU VERITAS 法國標準檢驗局BVI8930.67.925.8公證行,設計驗證服務EPA:BVIBVRDFOTCMKTS:BVRDF
Zodiac Aerospace SA  ZC8924.13.313.7國防航太工業EPA:ZCZODFYOTCMKTS:ZODFY
Eutelsat Communications SA  ETL7125.13.513.8電信EPA:ETLEUTLYOTCMKTS:EUTLY
Technip  TEC6516.31.59.1石油天然氣鑽探EPA:TECTKPPYOTCMKTS:TKPPY
SCOR SE  SCR6011.51.08.8金融EPA:SCRSCRYYOTCMKTS:SCRYY
Eiffage SA  FGR5218.91.79.2工業EPA:FGREFGSYOTCMKTS:EFGSY
[ 本帖最後由 kaka 於 2015-3-31 15:02 編輯 ]
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kaka
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140.114.124.27
發表於 2015-3-31 15:06  資料 私人訊息 



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kaka
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120.107.160.32
發表於 2015-5-25 20:36  資料 私人訊息 
Air Liquide SA     法國液化空氣集團  ( 液化氣體 )


OTCMKTS:AIQUY
EPA:AI


http://www.airliquide.com


Air Liquide SA is a France-based company which is a global provider of gases for industry, health and the environment in over 80 countries.


The Company produces air gases (oxygen, nitrogen, argon, rare gases, etc.) and many other gases, including hydrogen.


The Company operates in three segments: gas and services, engineering and construction and other activities.


The Gas and Services business line includes Large Industries, Industrial Merchant, Healthcare and Electronics.


The gas and services activity are organized by geographical areas: Europe, Americas, Asia-Pacific and Middle East and Africa.


The Engineering and Construction segment designs, develops and builds industrial gas production plants for the Company and third parties.


It also designs and manufactures plants in the traditional, renewable and alternative energy sectors.


Our businesses, our products
Air Liquide is the world leader in gases, technologies and services for Industry and Health, and is present in over 80 countries with close to 50,000 employees.


Oxygen, nitrogen, hydrogen and many other gases are at the core of Air Liquide’s activities.


Using these molecules, Air Liquide continuously reinvents its business to anticipate the needs of current and future markets and meet its customers’ needs.



Air Liquide produces gases from air or by using the planet's natural resources.


Then, the Group packages and distributes them to its customers directly for their processes or to hospital and patients.



Group units produce gases by:
  • Producing molecules out of the planet’s natural resources.


[ 本帖最後由 kaka 於 2015-5-25 20:37 編輯 ]
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kaka
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120.107.160.32
發表於 2015-5-25 20:49  資料 私人訊息 
Bureau Veritas Group              公證行
Bureau Vrts Rg Int d Clf d Nvr et d Ar



EPA:BVI
OTCMKTS:BVRDF


http://www.bureauveritas.com







Bureau Veritas Registre International de Classification de Navires et d’Aeronefs, (Bureau Veritas SA), is a France-based company primarily engaged in the business support sector.


It offers a range of services, including asset management, certification, classification services, consulting, inspections and audits, testing and analysis, and training.


It is present in 140 countries through a network of offices and laboratories.


Bureau Veritas SA operates through its subsidiaries, including BV Algeria, BV Argentina, Bivac Congo and Cesmec Chile, UniCar Group, Quiktrak Inc; Sistema PRI, a Brazilian company specialized in project management assistance; Analysts Inc., an American specialist in oil condition monitoring (OCM); MatthewsDaniel Ltd, which provides services for the insurance market and Ningbo Hengxin Engineering Testing Co, Ltd (Ningbo Hengxin), a Chinese company specialized in non-destructive inspection and metallurgical testing, among others.















OUR 8 GLOBAL BUSINESSES
  • MARINE & OFFSHORE
  • Classification & certification
    Ships – Offshore Floating Units
  • INDUSTRY
  • Assurance Processes of industrial facilities and equipment
    Oil & Gas – Power – Process & Manufacturing

  • IN-SERVICE INSPECTION & VERIFICATION
  • Inspection of building facilities & equipment
    Electrical Installations – Elevators – Fire Safety Systems
CONSTRUCTION
  • Conformity assessment of Buildings and Infrastructures
    Industrial Facilities – Commercial & Residential Buildings – Public Facilities & Infrastructures

  • CERTIFICATION
  • Management systems and second party audit services
    QHSE* – Sustainability – Sector-specific Schemes
  • COMMODITIES
  • Commodities inspection and testing
    Oil & Petrochemicals – Metals & Minerals – Agriculture

  • CONSUMER PRODUCTS SERVICES
  • Testing, inspection and certification of consumer goods
    Textiles & Softlines – Toys & Hardlines – Electrical & Electronics – Food

GOVERNMENT SERVICES & INTERNATIONAL TRADE
  • Trade facilitation services for Governments and Trade Communities
    Imported goods – Agrifood – Automotive – Supply Chains
OUR CLIENTS BENEFITSOUR MARKETS
  • Obtain or maintain a license to operate
  • Ensure compliance with regulations and standards
  • Reduce risk throughout production or construction and life cycle of products, equipment or assets
  • Minimize maintenance costs
  • Assess and manage impact of activities
  • Contribute to sustainable development
  • Fulfil technical requirement
  • Ensure optimal performance and reliability of installations, equipment and processes
  • Bring products to worldwide markets more quickly
  • Monitor performance and quality of products and processes
  • Protect brands
  • Secure a competitive advantage through certification
  • Identify and disseminate best practices
  • Develop technical skills of staff
  • Aeronautics
  • Agriculture
  • Automotive
  • Construction & real Estate
  • Consumer Products
  • Food
  • Governments & Public Organizations
  • Industrial Equipment
  • International Trade
  • IT, Telecoms & Electronics
  • Maritime Industry
  • Metals & Minerals
  • Oil & Gas
  • Power & Utilities
  • Process Industries
  • Rail
  • Retail
  • Services
  • Transport & Infrastructure












[ 本帖最後由 kaka 於 2015-5-25 20:52 編輯 ]
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kaka
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120.107.160.32
發表於 2015-5-25 20:59  資料 私人訊息 
Danone SA    食品


OTCMKTS: DANOY
EPA:BN




http://www.danone.com




Danone SA is a France-based food company that primarily produces fresh milk products, baby foods, biscuits, cereal products and medical nutrition products. It also co-produces bottled water.


The Company's portfolio of brands and products include Danone, a brand of fresh dairy products; Evian, a brand of bottled still water; Volvic, its international brand of bottled still water, and Aqua, a brand of packaged water in Indonesia.


It has presence in the infant food market in France through its subsidiary, Bledina. It has also developed two probiotic dairy product lines known under the names Actimel, and Activia, as well as a line of low-fat products under the names Taillefine, Vitalinea and Ser.


The Company operates through numerous subsidiaries in Europe, Asia and Americas.


In February 2013 it acquired majority stake in Centrale Laitiere SA.


In May 2013, it acquired an equity interest of over 90% in Happy Family, a baby food producer.


In August 2013, it acquired YoCrunch.

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