標題: 丹麥好股分享
kaka
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115.82.66.236
發表於 2014-8-30 00:39  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



Carlsberg 嘉士伯啤酒

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chenleon1 (leon)
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125.230.92.219
發表於 2014-8-30 09:15  資料 文集 私人訊息 
以前在國外第一次喝這個啤酒 覺得很好喝
現在台灣也買得到了.
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kaka
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140.114.124.31
發表於 2014-9-15 19:37  資料 私人訊息 


Topdanmark A/S is a Denmark-based insurance company engaged in the insurance and pension fund business. The Company’s activities are divided into such segments, as Personal, and SME (Small and Medium Enterprises) and Industrial. The Personal segment sells policies for individual households in Denmark. The SME and Industrial segment offers policies for Denmark-based SME, agricultural and industrial businesses. The Company’s private insurance offering includes such insurance products, as home, vehicle, accident, pet, child and life and health insurance, as well as pension funds. Its corporate insurance offering includes property insurance, insurance of goods and equipment, and car insurance, among others. As of December 31, 2012, it had subsidiaries responsible for life and non-life insurance, as well as for asset management, investment and property-related activities.

[ 本帖最後由 kaka 於 2014-9-15 19:40 編輯 ]
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kaka
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140.114.124.30
發表於 2015-4-2 16:33  資料 私人訊息 
丹麥的美股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







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

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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140.114.124.30
發表於 2015-4-2 16:34  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2015/4/2ROE(大概計算的ROE , 不是使用常利)
行業
Google Finance代號
美股ADR代號
美股交易所+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)
Novo Nordisk A/S  NOVO-BDKK7,96437.623.963.7製藥生物科技CPH:NOVO-BNVONYSE:NVO
AP Moeller Maersk A/S  MAERSK-BDKK3,22721.41.15.1運輸CPH:MAERSK-BAMKBYOTCMKTS:AMKBY
Coloplast A/S  COLO-BDKK1,06446.317.638.1醫療健康照護CPH:COLO-BCLPBYOTCMKTS:CLPBY
Carlsberg A/S  CARL-BDKK89320.01.78.4食品飲料CPH:CARL-BCABGYOTCMKTS:CABGY
Novozymes A/S  NZYM-BDKK85940.38.721.6製藥生物科技CPH:NZYM-BNVZMYOTCMKTS:NVZMY
PANDORA A/S  PNDORADKK81625.910.942.0珠寶首飾CPH: PNDORAPNDZYOTCMKTS: PNDZY
DSV A/S  DSVDKK38825.56.123.8運輸CPH: DSVDSDVYOTCMKTS: DSDVY
William Demant Holding A/S  WDHDKK32624.15.823.9醫療器材設備CPH:WDHWILYYOTCMKTS:WILYY
Topdanmark A/S  TOPDKK24014.74.228.7金融CPH:TOPTPDKYOTCMKTS:TPDKY
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kaka
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140.114.124.30
發表於 2015-4-2 16:36  資料 私人訊息 

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mikeon88
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111.243.7.67
發表於 2015-4-2 17:16  資料 主頁 文集 私人訊息 
我都把kaka桑和leonchen桑的明牌直接照抄,
輸入到google我的投資組合、Etrade app 以及 StockIdealPro app。
現手上已有700多支入圍名單。

下次手機需買記憶體容量最高的才跑得動。

同學請好好研究,
把答案告訴我就好。
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kaka
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140.114.124.30
發表於 2015-4-2 17:40  資料 私人訊息 
股票明牌....吃到飽  
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mikeon88
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111.243.7.67
發表於 2015-4-2 17:44  資料 主頁 文集 私人訊息 
還差一步,若有現在可以買的明牌,
買了馬上漲的那種,請通報一下。
我只要張開口吃就好,餵明牌給我吃。
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kaka
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140.114.124.30
發表於 2015-4-2 17:48  資料 私人訊息 
北歐ADR股票都很貴.....建議Mike桑先往溫暖的南方避暑...
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kaka
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49.216.196.223
發表於 2015-6-12 14:25  資料 私人訊息 
AP Moeller Maersk A/S  丹麥馬士基航運  (貨櫃航運,油輪,能源運輸)  

OTCMKTS:AMKBY
CPH:MAERSK-B

http://www.maersk.com









A.P. Moller-Maersk A/S, formerly AP Moeller - Maersk A/S, is a Denmark-based shipping and oil company.

It is active in the container logistics and upstream oil value chains.

The container logistics includes: Maersk Line, an international container shipping company; APM Terminals, a port operator engaged in container terminal activities; and Damco, engaged in logistics and freight forwarding activities.

The upstream oil value chain includes: Maersk Oil, an oil and gas company; Maersk Drilling, engaged in offshore drilling activities; Maersk Supply Service, active in offshore supply sector; Maersk Tankers, providing tanker shipping of refined oil products; and Svitzer, responsible for towage and salvage activities.

The Company recently divested major business activities, including Dansk Supermarked Group, several tanker shipping segments, Maersk FPSOs and Maersk LNG.



                           
                                                                              


Our History      

               
Exploring the heritage of Maersk   
                                 
Maersk Group has a storied past, and we are proud of our long history.


Our history is part of our platform for future success and thus intimately linked to our present activities and future goals.


Explore our interactive timeline to get an overview of our company history.                        
                                             

     
Four Generations         

            
Past, Present and Future                             




Management         

At Maersk, the Executive Board consists of the Group’s CEO and CFO, along with the CEOs of four of our core business areas that are part of the main focus of Maersk's investments in strategic growth.

                                                                                         

A.P. Møller - Mærsk A/S Legal Entity
   

      

The legal entity, A.P. Møller - Mærsk A/S is listed on the Copenhagen Stock Exchange. Shares in the company are divided into A and B shares, with only A shares conferring voting rights. The group currently has some 83,000

shareholders.




Maersk Group Core Values                                                      



At the Maersk Group we have a distinctive set of Group Core Values which drive the way we do business – Constant Care, Humbleness, Uprightness, Our Employees and Our Name.                        



                                                                              




[ 本帖最後由 kaka 於 2015-6-12 14:40 編輯 ]
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kaka
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49.216.196.223
發表於 2015-6-12 14:51  資料 私人訊息 
Carlsberg A/S  嘉士伯啤酒 ( 食品飲料 )

OTCMKTS:CABGY
CPH:CARL-B

http://www.carlsberggroup.com


Carlsberg A/S is a Denmark-based company active within the brewing industry.

It is primarily engaged in the production, marketing and sale of beer and soft drinks.

The Company’s portfolio consists of more than 500 beer brands, including Carlsberg, Kronenbourg, Baltika, Holsten, Tuborg, Lav and Lvivske, among others.

Its operations are divided in geographical segments: Western Europe, Eastern Europe and Asia, which create Beverages division, and Non-beverage.

The Company is also present in markets where it does not have own breweries, through license business and export.


Additionally, the Company has interests in development and sales of real estate.

It operates through numerous subsidiaries in Europe and Asia, including Carlsberg Danmark A/S, Carlsberg Sverige AB, Carlsberg Polska SA, Baltika Breweries and Carlsberg Brewery Hong Kong Ltd, among others.

In December 2013, it acquired an approximately 30.3% stake in China's Chongqing Brewery Company Co. Ltd, raising its stake to 60%.





[ 本帖最後由 kaka 於 2015-6-12 14:52 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 3632
用戶失蹤天數 1738

49.216.196.223
發表於 2015-6-12 15:04  資料 私人訊息 
Coloplast A/S  醫療健康照護 , 醫療器材

OTCMKTS:CLPBY
CPH:COLO-B

http://www.coloplast.com/


Coloplast A/S is a Denmark-based company active within the healthcare sector.

It is engaged in the development, marketing and sale of intimate healthcare products and services, targeting people with diseases of private and personal nature.

Its operations are structured into four business areas: Ostomy Care offering products for people whose intestinal outlet has been rerouted through the abdominal wall, Continence Care products for people suffering from diseases of and damage to the urinary system, Urology Care products for people suffering from diseases of and damage to the kidneys, the urinary system or the male reproductive system and Wound & Skin Care for the treatment of chronic wounds and skin care products for prevention and treatment.

The Company supplies the products to hospitals, institutions as well as wholesalers and pharmacies.

In selected markets, Coloplast A/S is a direct supplier to consumers (homecare).


It has sales and customer service in more than 30 countries.


   
                                                                                                  
      
Our products




Ostomy Care

Our portfolio offers a range of innovative bags that make the consumers feel secure and confident.
Our wide and global offering also ensures that there is a product to meet the individual needs and we help with customized solutions for different body shapes and needs. To make life easier for people living with a stoma, we listen carefully to consumers and healthcare specialists to improve existing products and develop new ones that make a real difference in their lives.Our Ostomy Care products        
           


Continence Care

Our continence product range addresses two types of issues: not being able to empty the bladder or bowel, and leakage of urine and faeces. When researching and developing new concepts, we aim to create products that are easy to carry, apply and remove. The design must be as discreet as possible – with intuitive handling, minimal noise and odour – so that consumers feel at ease, no matter where they are and what they are doing.Our Continence Care products
   



Wound Care

Our advanced dressings are simple to apply and remove and always provide a close comfortable fit – many of our dressings are even tailored to the body contours. And our dressings do also do more than manage difficult wounds, they also support healing. To help fight infection and reduce pain, we use active ingredients in several of our dressings. We want patients with non-healing wounds to be free of pain and discomfort.Our Wound Care products
   




Skin Care

Our skin care products can simplify procedures, increase compliance and ensure consistency of care. The products range includes products that provide protection and treatment for all skin types – from intact, healthy skin to injured skin – keeping consumers comfortable and helping nurses to provide high-quality care.Our Skin Care products
   



Surgical Urology

Urology care produces a range of surgical devices that help people suffering from urological disorders. We focus on conditions in stone management, lower urology (bladder and prostate), female pelvic health and men’s health. Urology Care draws on the Coloplast Physician Research and Training Center in the United States, which allows us to pioneer new technologies.Our Surgical Urology products                                       






[ 本帖最後由 kaka 於 2015-6-12 15:06 編輯 ]
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kaka
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UID 6717
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49.216.196.223
發表於 2015-6-12 15:17  資料 私人訊息 
DSV A/S  運輸 ( 海運 , 陸運 , 空運)

OTCMKTS: DSDVY
CPH: DSV

http://www.dsv.com


DSV A/S is a Denmark-based company engaged in the provision of transport and logistics services.

The Company’s operations are divided into three business areas.

The DSV Air and Sea business area specializes in the handling of air and sea freight to destinations around the world.

The DSV Road business area offers transportation of full, part and group loads by road inside Europe.

The DSV Solutions business area specializes in logistics solutions across the entire supply chain, from design through freight management, customs clearance, warehousing and distribution to information management and e-business support.

Additionally, it also operates via DSV Swift, a group of African companies engaged in air and sea freight.

DSV A/S is active in more than 70 countries in Europe, the Americas, Asia, Africa and Australia.





  


[ 本帖最後由 kaka 於 2015-6-12 15:20 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 3632
用戶失蹤天數 1738

49.216.196.223
發表於 2015-6-12 15:33  資料 私人訊息 
Novo Nordisk A/S  製藥生物科技

NYSE:NVO
CPH:NOVO-B

http://www.novonordisk.com


Novo Nordisk A/S is a healthcare company.

The Company is engaged in the discovery, development, manufacturing and marketing of pharmaceutical products.

It has a range of diabetes product portfolio, including a portfolio of modern insulins as well as a human once-daily GLP-1 analog.

It operates in two segments: diabetes care and biopharmaceuticals.

The Company's diabetes care segment covers insulins, GLP-1, other protein-related products (such as glucagon, protein-related delivery systems and needles), oral anti-diabetic drugs and obesity.

Its biopharmaceuticals segment covers the therapy areas of haemophilia care, growth hormone therapy and hormone replacement therapy.

The primary production facilities owned by the Company are located at a number of sites in Denmark, and internationally in the United States, France, China and Brazil.








The Novo Nordisk logo
The Novo Nordisk logo identifies our company instantly and represents the sum of all our values in one symbol.

The Apis bull has been Novo's logo since the year after the foundation of Novo Terapeutisk Laboratorium in 1925.

The choice of the logo follows a European chemist tradition of identifying pharmacies through an animal symbol.

The logo is a stylised reproduction of an Egyptian statuette dating from circa 664–323 BC.


It is richly ornamented with symbols representing among other things, the eternal dualities of life, day and night, life and death.

The Apis bull was worshipped as the incarnation of Ptah, creator of the universe, city god of Memphis and the patron deity of craftsmen.





[ 本帖最後由 kaka 於 2015-6-12 15:36 編輯 ]
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