標題: 芬蘭好股分享
kaka
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140.114.124.26
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發表於 2014-8-25 16:29  資料 文集 私人訊息 
芬蘭好股分享
芬蘭股票及ADR
整理如下
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chenleon1 (leon)
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125.230.82.88
發表於 2014-8-26 09:53  資料 文集 私人訊息 
Fortum Oyj is a Finnish energy company focusing on the Nordic and Baltic countries, Poland and Russia. The head of the company is Tapio Kuula, President and CEO.[2] Fortum generates, distributes and sells electricity, heat and steamand operates power plants. The company also provides other energy related services and products. Fortum is listed onNASDAQ OMX Helsinki stock exchange and shares the number one position in the Carbon Disclosure Project's (CDP) Nordic climate index.[3]
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chenleon1 (leon)
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125.230.82.88
發表於 2014-8-26 11:01  資料 文集 私人訊息 
怎麼又有股票可以買了?
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kaka
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115.80.178.85
發表於 2014-8-26 12:34  資料 文集 私人訊息 
ADR預期報酬率可能沒有這麼高的原因

ADR需要加入ADR股息扣稅率,及刪除賣祖產的一次性收入,需要調整平均ROE,
這些動作可能常常不熟悉,而忘記做了...



建議加入下列連結到"全球"盈再表 ,方便查詢,這些都是之前同學在版上提供及原來就在盈再表
並將上述ADR常見問題,加入當作提醒


ADR股息扣稅率表
http://www.djindexes.com/mdsidx/downloads/withholding_tax.pdf

各國DR
http://www.adrbnymellon.com/dr_search_by_country.jsp


CITI BANK ( DR 配息說明 Company Dividends / GDN Interest Payments )
https://wwss.citissb.com/adr/guides/pgm_dispDividends.aspx?pageId=15&subpageID=113&cusip=204409601


連結位置目前在"美股"盈再表
美股上課日期入圍名單
Dow30成分股S&P500成分股
ADR股息扣稅率表各國DR


[ 本帖最後由 kaka 於 2014-8-26 12:50 編輯 ]
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chenleon1 (leon)
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125.230.82.88
發表於 2014-8-26 13:50  資料 文集 私人訊息 
嗯, 有道理! 收到 了解!
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kaka
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140.114.124.27
發表於 2014-8-29 19:52  資料 文集 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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140.114.124.23
發表於 2014-9-1 13:34  資料 文集 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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140.114.124.26
發表於 2014-9-16 11:52  資料 文集 私人訊息 
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kaka
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140.114.124.26
發表於 2014-9-16 11:55  資料 文集 私人訊息 
YIT Oyj  is a diversified Finnish-based company, headquartered in Helsinki, which provides a range of services, mainly to other businesses. YIT's operations span three main business divisions: Building and Industrial Services provides maintenance and management services for residential property and physical plants; while the Construction Services Finland and International Construction Services units build housing, large-scale infrastructure and amenities. Almost all of YIT's business is conducted in the Nordic countries, the Baltic countries, Russia and Central Europe.[4
Julkinen osakeyhtio(OMX: YTY1V)
Construction, services
1912
Helsinki, Finland
Kari Kauniskangas (President and CEO), Henrik Ehrnrooth(Chairman)
construction of housing,business premises andinfrastructure
1,859 million (2013)[1]
140.6 million (2010)[1]
882.9 million (end 2010)[1]
6,172 (2013)[1]
www.yitgroup.com

The Cirrus apartment block, Finland's tallest high-rise building, constructed by YIT between 2004 and 2007.




The extension to the Eduskuntatalo, of which YIT was the lead contractor.




The Tahtiniemi Bridge in Heinola, of which YIT was the lead contractor.[2]












[ 本帖最後由 kaka 於 2014-9-16 12:00 編輯 ]
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kaka
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140.114.124.26
發表於 2014-9-16 12:06  資料 文集 私人訊息 
Outotec Oyj is a Finnish company, headquartered in Espoo, aimed at providing technologies and services for the metal and mineral processing industries. The firm concentrates on producing machines and methods which facilitate the various stages of extractive metallurgy and mineral processing from ore through to pure metal or mineral, including the grinding and physical separation of ores and the smelting and leaching of base and precious metals. The company also provides engineering and after-sales services for its products.
Outotec was previously a wholly owned business area of Outokumpu, having been established in the late 1940s, but it was spun off as a separate entity in June 2006 when the parent company decided to concentrate on its primary concern of stainless steel. A listing on the Helsinki Stock Exchange followed shortly afterwards, and the company was promoted to the benchmark OMX Helsinki 25 as a result of the index's February 2007 reclassification.



Outotec OyjTypeTraded asIndustryFoundedHeadquartersKey peopleProductsRevenueOperating incomeProfitTotal assetsTotal equityEmployeesSubsidiariesWebsite
Julkinen osakeyhtio
OMX: OTE1V
Basic resources, engineering
2006
Espoo, Finland
Matti Alahuhta (Chairman)
Pertti Korhonen (President andCEO)[1]
Metal and mineral processingmachinery and process engineering
1,911.5 million (2013)[2]
141.9 million (2013)[2]
92.1 million (2013)[2]
1,530.3 million (2013)[2]
477.4 million (2013)[2]
4,927 (2013)[2]
Larox
www.outotec.com



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kaka
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140.114.124.26
發表於 2014-9-16 12:10  資料 文集 私人訊息 
Neste OilNeste Oil is an oil refining and marketing company located in Espoo, Finland. It produces, refines and markets oil products and provides engineering services, as well as licensing production technologies. Neste Oil has operations in 14 countries.
Neste Oil has petroleum refineries, at Porvoo and Naantali in Finland, and two renewable diesel refineries, in Singapore and in Rotterdam, Netherlands. The Porvoo site also produces renewable diesel. In addition to its own refineries, Neste Oil has stakes in a base oil plant in Bahrain and in Nynas AB, which produces naphthenic oil and bitumen.[citation needed]
Neste Oil shares are quoted on the NASDAQ OMX Helsinki Stock Exchange. The company's market value in the end of 2013 was 3.7 billion. Neste Oil's revenue was about 17.5 billion in 2013.
Neste Oil OyjTypeTraded asIndustryFoundedHeadquartersKey peopleProductsRevenueOperating incomeEmployeesWebsite
Julkinen osakeyhtio (public company)
OMX: NES1V
Oil and gas industry
1948
Espoo, Finland
Matti Lievonen (President andCEO)
Jorma Eloranta (Chairman of the Board)
Refined oil products
Renewable fuels
17.5 billion (2013)[1]
632 million (2013)[1]
5,097 (average, 2013)[1]
www.nesteoil.com

Neste Oil headquarters in Espoo.




Neste Oil's Porvoo refinery.







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kaka
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140.114.124.34
發表於 2015-4-2 19:52  資料 文集 私人訊息 
芬蘭的美股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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140.114.124.34
發表於 2015-4-2 19:53  資料 文集 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 HELSINKI 赫爾辛基證券交易所
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
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
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)
Sampo Oyj  SAMAS26717.42.414.1金融HEL:SAMASSAXPYOTCMKTS:SAXPY
KONE Corporation  KNEBV18327.710.638.4機械設備_電梯,手扶梯HEL:KNEBVKNYJYOTCMKTS:KNYJY
Fortum Oyj  FUM1V1635.21.528.8電力HEL:FUM1VFOJCYOTCMKTS:FOJCY
Wartsila Oyj Abp  WRT1V8221.34.219.7電力設備HEL:WRT1VWRTBYOTCMKTS:WRTBY
Metso Oyj  MEO1V4121.63.315.4機械設備_採礦設備,潛盾機HEL:MEO1VMXCYYOTCMKTS:MXCYY
Elisa Oyj  ELI1V3916.64.225.4電信HEL:ELI1VELMUYOTCMKTS:ELMUY
Orion Oyj  ORNBV3817.97.340.7製藥生物科技HEL:ORNBVORINYOTCMKTS:ORINY
Nokian Tyres plc  NRE1V3817.83.117.5輪胎HEL:NRE1VNKRKYOTCMKTS:NKRKY
Konecranes AbpKCR1V1822.63.817.0機械設備_天車,舉重設備HEL:KCR1VKNCRYOTCMKTS:KNCRY
[ 本帖最後由 kaka 於 2015-4-2 19:57 編輯 ]
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140.114.124.34
發表於 2015-4-2 19:58  資料 文集 私人訊息 

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kaka
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49.216.196.223
發表於 2015-6-12 16:30  資料 文集 私人訊息 
Elisa Oyj  電信

OTCMKTS:ELMUY
HEL:ELI1V

http://www.elisa.com


Elisa Oyj is a Finland-based Company engaged in the provision of Information and Communication Technology (ICT) services in Finland and Estonia.

The Company operates within two business segments: Consumer Customers and Corporate Customers.

The Consumer Customers segment provides consumers and households with telecommunications services, such as voice and data services.

The Corporate Customers segment provides to the corporate and community customers voice and data services, ICT solutions and contact center services.

All the services are provided under the Elisa and Saunalahti brands.

The Company’s global alliance partners are Vodafone and Telenor.

The Company operates through its subsidiaries, including Appelsiini Finland Oy, Arediv Oy, Ecosite Oy and Elisa Eesti As, among others.



Elisa is a telecommunications, ICT and online service company serving 2.3 million consumer, corporate and public administration organisation customers.


Elisa provides services for communication and entertainment, and tools for improving operating methods and productivity of organisations.


In Finland Elisa is the market leader in mobile subscriptions.


Cooperation with Vodafone and Telenor enables globally competitive services.


Elisa is listed on Nasdaq Helsinki Large Cap with over 200 000 shareholders.


Elisa's revenue in 2014 was 1.54 billion euros and it employed 4,100 people.


[ 本帖最後由 kaka 於 2015-6-12 16:31 編輯 ]
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