標題: 墨西哥好股分享
kaka
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UID 6717
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註冊 2014-5-7
用戶註冊天數 1845
用戶失蹤天數 179

140.114.124.26
分享 
發表於 2014-8-25 17:22  資料 私人訊息 
墨西哥好股分享
墨西哥股票及ADR
整理如下
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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 1845
用戶失蹤天數 179

101.8.249.166
發表於 2015-3-4 20:31  資料 私人訊息 
Google Finance
http://www.google.com/finance?q=OTCMKTS%3AKCDMY&ei=Zvv2VJD6G8aGuQSuvYDIDA

Description
Kimberly-Clark de Mexico SAB de CV is a Mexico-based company, which is engaged in the manufacture and distribution of consumer products and personal care and household hygiene for the daily use inside and outside the home.

The Company’s product portfolio includes disposable diapers, sanitary towels, bathroom and facial tissues, napkins, kitchen towels, hand towels, among others, which are destined for domestic and industrial consumption.

The Company’s brand portfolio includes Huggies, KleenBebe, Petalo, Kotex, Kleenex, Depend and Cottonelle, among others. The Company operates through a number of production plants, as well as distribution warehouses




Wiki 百科
http://en.wikipedia.org/wiki/Kimberly-Clark_de_Mexico

Kimberly-Clarck de México is the Mexican subsidiary of American corporation Kimberly-Clark and was founded in 1931 with the commercialization of Kotex in Mexico, currently the company is headquartered in Mexico City.

The company engages in the manufacture and commercialization of disposable products for daily use by consumers within and away-from home in Mexico and internationally.

The company’s products include diapers and child care products, feminine pads, incontinence care products, bath tissue, napkins, facial tissue, hand and kitchen towels, wet wipes and health care products.

Today the company has 7 000 direct employees and over 10 thousand indirect jobs, driving a large number of chains that benefits thousands of Mexican families.

[ 本帖最後由 kaka 於 2015-3-4 20:41 編輯 ]
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kaka
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UID 6717
精華 0
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帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1845
用戶失蹤天數 179

140.114.124.29
發表於 2015-4-6 10:29  資料 私人訊息 
墨西哥的美股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
墨西哥證券交易所 Bolsa Mexicana de Valores, BMV
http://www.bmv.com.mx/
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
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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 1845
用戶失蹤天數 179

140.114.124.29
發表於 2015-4-6 10:30  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
墨西哥證券交易所 Bolsa Mexicana de Valores, BMV
http://www.bmv.com.mx/
各國ADRhttp://www.adrbnymellon.com/dr_search_by_country.jsp
MorningStar 晨星 (ROE)http://financials.morningstar.com/ratios/r.html?t=CIG®ion=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®ion=usa&culture=en-US&ownerCountry=USA
時間2015/4/6ROE(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 英文網站,ADR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 )  , 證券交易所MorningStar 晨星 (本益比,股價淨值比), Google Finance HK                              ( 股票篩選器 )
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)
America Movil SAB de CV 美元73119631電信AMOVNASDAQ:AMOV
America Movil SAB de CV 美元72719631電信AMXNYSE:AMX
Wal-mart de Mexico S A B de C VWALMEX美元44926520零售BMV:WALMEXWMMVYOTCMKTS:WMMVY
Fomento Economico Mexicano SAB 美元33032515食品飲料FMXNYSE:FMX
Grupo Financiero Inbursa SAB de CVGFINBURO美元16812323金融BMV:GFINBUROGPFOYOTCMKTS:GPFOY
GRUPO FINANCIEROGFINBURO美元16416212金融BMV:GFINBUROGBOOYOTCMKTS:GBOOY
Grupo Carso S.A. de C.V.美元9623311工業GPOVYOTCMKTS:GPOVY
Coca-Cola FEMSA, S.A.B. de C.V.GCARSOA1美元5822210食品飲料BMV:GCARSOA1KOFNYSE:KOF
Gruma S.A.B. de C.V.GRUMAB美元5726726食品BMV:GRUMABGMKNYSE:GMK
Grupo Aeroportuario del SuresteASURB美元4327413機場營運BMV:ASURBASRNYSE:ASR
Grupo Aeroportuario del PacificoGAPB美元3821313機場營運BMV:GAPBPACNYSE: PAC
Kimberly-Clark de Mexico SAB de CV美元34271661衛生紙KCDMYOTCMKTS:KCDMY
[ 本帖最後由 kaka 於 2015-4-6 10:32 編輯 ]
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140.114.124.29
發表於 2015-4-6 10:32  資料 私人訊息 


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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 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 07:38  資料 私人訊息 
America Movil SAB de CV 電信 ( 美股有2個不同的股票代號 )

美股 NASDAQ:AMOV
美股 NYSE:AMX

http://www.americamovil.com

Introduction
http://www.americamovil.com/amx/en/cm/about/intro.html?p=28


America Movil SAB de CV is a Mexico-based company, which is primarily engaged in the provision of wireless communications services in Latin America.

The Company’s activities include mobile and landline telephony services, broadband access, as well as cable and satellite television.

It distributes its services under the Telcel, Telmex, Claro, Embratel, Simple Mobile, Net and TracFone brands.

The Company operates through numerous subsidiaries located in the United States, Central and South Americas and the Caribbean countries.

On April 30, 2013, the Company acquired a 100% stake in Corporacion de Medios Integrales SA de CV.

A good knowledge of the region… A sound capital structure… Efficiency that relies on our vast operational experience… All of these have allowed us to consolidate our position as the leading wireless services provider in Latin America and the third largest in the world in terms of equity subscribers.


América Móvil has:
  • Operations in 18 countries in the Americas
  • Operations in 7 countries in Europe
  • More than 289 million mobile customers
  • More than 34 million fixed lines.
  • 22.5 million fixed broadband accesses
  • More than 21 million television subscribers
  • Coverage for a combined population of 892 million
  • State-of-the-art products and quality services
Proximity to its clients and an ability to take advantage of the opportunities it encounters will allow America Móvil to continue to deliver on revenues and profit growth.









[ 本帖最後由 kaka 於 2015-6-30 07:48 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 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 08:02  資料 私人訊息 
Grupo Aeroportuario del Sureste 機場營運

美股    NYSE:ASR
墨西哥 BMV:ASURB


http://www.asur.com.mx

本益比
http://www.morningstar.com/stocks/XNYS/ASR/quote.html

報價
http://financials.morningstar.com/valuation/price-ratio.html?t=ASR®ion=USA&culture=en_US











Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) is a holding company.

The Company operates, maintains and develops nine airports in the Southeast region of Mexico.

The Company operates its business through: Cancun Airport and Subsidiaries (Cancun), Villahermosa Airport (Villahermosa), Merida International Airport (Merida) and others.

The Company’s nine airports are located in Cancun, Cozumel, Merida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula and Minatitlan.

The Company’s airports served approximately 21.1 million passengers.

Twelve Mexican and 84 international airlines, including United States-based airlines such as American Airlines and United Air Lines were operating directly or through code-sharing arrangements (where one aircraft has two or more flight numbers of different, allied airlines) in its airports. The Mayan Riviera is served primarily by Cancun International Airport.




[ 本帖最後由 kaka 於 2015-6-30 08:16 編輯 ]
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kaka
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UID 6717
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101.8.99.70
發表於 2015-6-30 08:25  資料 私人訊息 
Fomento Economico Mexicano SAB 食品飲料 , 便利商店

美股 NYSE:FMX

http://www.femsa.com

http://www.femsa.com/en/?

FEMSA is a leading company that participates in the beverage industry through Coca-Cola FEMSA, the largest franchise bottler of Coca-Cola products in the world; and in the beer industry, through its ownership of the second largest equity stake in Heineken, one of the world`s leading brewers with operations in over 70 countries.


In the retail industry it participates with FEMSA Comercio, operating various small-format chain stores, including OXXO, the largest and fastest-growing chain of stores in Latin America. All of which is supported by a Strategic Business unit.

12,853 OXXO stores in Mexico and Colombia.

+209 thousand employees in all our business units.





Fomento Economico Mexicano SAB de CV (FEMSA) is a Mexico-based holding company engaged in the beverages industry.

Through its subsidiary Coca-Cola FEMSA SAB de CV, the Company is active in the production and distribution of a variety of non-alcoholic beverages, bottled water and still beverages such brands as Coca-Cola, Fanta, Sprite, Powerade, Delaware Punch and other trademark beverages of The Coca-Cola Company in Mexico.

Through FEMSA Comercio SA de CV, it operates the OXXO convenience-store chain in Latin America.

The Company operates in a number of Latinamerican countries and in Philippines.





FEMSA's companies and brands


  




  







  




        


[ 本帖最後由 kaka 於 2015-6-30 08:42 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 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 08:59  資料 私人訊息 
GRUPO FINANCIERO 金融

美股    OTCMKTS:GBOOY
墨西哥 BMV:GFINBURO

http://www.inbursa.com








Grupo Financiero Inbursa SAB de CV (Inbursa) is a Mexico-based holding company engaged, through its subsidiaries, in the financial sector.

The Company’s main activities are structured in four business lines: commercial banking, asset management, insurance and investment banking.

The Company is involved in the provision of such services as credit and debit cards, personal loans, mortgages, fixed-term deposits, investment funds, brokerage services, business financing, insurance policies and pension funds, among others.

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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 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 09:15  資料 私人訊息 
Gruma S.A.B. de C.V. 食品 , 農產品

美股    NYSE:GMK
墨西哥 BMV:GRUMAB

http://www.gruma.com


Gruma, S.A.B. de C.V. (GRUMA) is a holding company and conduct its operations through subsidiaries.

The Company is engaged in the production, distribution and sale of corn and flour tortilla.

It also produces wheat flour and its derivatives such as flatbreads, wraps, naan, pita bread, chapatti, and pizza bases.

GRUMA’s other food products include rice, snacks, pastas, condiments and palm hearts.

The Company has operations in America, Europe, Asia and Oceania with 101 production plants.

It operates through its global brands, MASECA and MISSION, along with local brands such as Guerrero in the United States, TORTIRICAS and TOSTY in Costa Rica, and Robin Hood in Venezuela.

The Company conducts its United States and European operations principally through its subsidiary, Gruma Corporation.

The Company, through its subsidiary, GIMSA, is engaged in the manufacture and sale of corn flour in Mexico.

Its subsidiary, Gruma Centroamerica, produces corn flour, tortillas and snacks.








[ 本帖最後由 kaka 於 2015-6-30 09:16 編輯 ]
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kaka
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UID 6717
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閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 09:41  資料 私人訊息 
Grupo Carso S.A. de C.V. 控股公司  ( 銀行 , 工業 , 零售 , 基礎建設 , 建築營造 )


美股 OTCMKTS:GPOVY

http://www.carso.com.mx

Grupo Carso SAB de CV (GCarso) is a Mexican-based diversified conglomerate, which three strategic sectors are: Retail, Industrial and Infrastructure and Construction.

Retail, which includes the activities of Grupo Sanborns SA de CV, an owner of department stores, restaurants, boutiques and music shops;

Industrial, which comprises the operations of Grupo Condumex SA de CV, a manufacturer of electrical conductors mainly used in the telecommunications, automotive and energy sectors;



Infrastructure and Construction, which focuses on the operations of Carso Infraestructura y Construccion SAB de CV, involved in the development of activities related to the installation of pipelines, services for the chemical and petroleum industry, building proyects, civil engineering and homebuilding.

In October 2013, it sold the remaining 20% interest in Philip Morris Mexico SA de CV (PMM) to Philip Morris International Inc. (PMI).













[ 本帖最後由 kaka 於 2015-6-30 09:42 編輯 ]
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kaka
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UID 6717
精華 0
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帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 10:02  資料 私人訊息 
Kimberly-Clark de Mexico SAB de CV  民生消費用品 , 衛生紙

美股 OTCMKTS:KCDMY


http://www.kimberly-clark.com.mx

ABOUT KCM
http://www.kimberly-clark.com.mx/en/about-kcm


Kimberly-Clark de México, S.A.B. de C.V. (KCM) manufactures and markets a wide array of paper-based products which are used by millions of Mexican consumers: disposable diapers, feminine-care pads, bathroom and facial tissue, napkins, kitchen towels, hand towels and more.

Our strong portfolio of brands includes: Kleenex®, Pétalo®, Kotex®, Kleen-Bebé®, Huggies®, and Sanitas®.

The performance and quality of our products, coupled with a constant stride towards innovation and access to Kimberly-Clark Corporation's (KCC) technological know-how, allow KCM to hold leading market positions in all product categories.

KCM, with annual sales of US$ 2.0 billion, is a publicly-held company listed in the Mexican Stock Exchange under the ticker symbol KIMBER. Export sales to 14 countries comprise approximately US$ 130 million per year.

KCM has nearly 8,000 employees.


Kimberly-Clark de Mexico SAB de CV is a Mexico-based company, which is engaged in the manufacture and distribution of consumer products and personal care and household hygiene for the daily use inside and outside the home.

The Company’s product portfolio includes disposable diapers, sanitary towels, bathroom and facial tissues, napkins, kitchen towels, hand towels, among others, which are destined for domestic and industrial consumption.

The Company’s brand portfolio includes Huggies, KleenBebe, Petalo, Kotex, Kleenex, Depend and Cottonelle, among others.

The Company operates through a number of production plants, as well as distribution warehouses.






[ 本帖最後由 kaka 於 2015-6-30 10:10 編輯 ]
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kaka
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UID 6717
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帖子 6266
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註冊 2014-5-7
用戶註冊天數 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 10:21  資料 私人訊息 
Coca-Cola FEMSA, S.A.B. de C.V. 食品飲料

美股    NYSE:KOF
墨西哥 BMV:KOFL

http://www.coca-colafemsa.com

http://www.coca-colafemsa.com/kof/ABOUT/ENG/indexabout_eng.htm

About Coca-Cola FEMSA

Coca-Cola FEMSA is the largest franchise bottler of Coca-Cola trademark beverages in the world, delivering more than 4 billion unit cases a year.

Coca-Cola FEMSA, S.A.B. de C.V. produces and distributes Coca-Cola, Fanta, Sprite, Del Valle, and other trademark beverages of The Coca-Cola Company in Mexico (a substantial part of central Mexico, including Mexico City, as well as southeast and northeast Mexico), Guatemala (Guatemala City and surrounding areas), Nicaragua (nationwide), Costa Rica (nationwide), Panama (nationwide), Colombia (most of the country), Venezuela (nationwide), Brazil (greater São Paulo, Campiñas, Santos, the state of Mato Grosso do Sul, the state of Paraná, part of the state of Goias, part of the state of Rio de Janeiro and part of the state of Minas Gerais), Argentina (federal capital of Buenos Aires and surrounding areas) and Philippines (nationwide), along with bottled water, juices, teas, isotonics, beer, and other beverages in some of these territories. The Company has 67 bottling facilities and serves 338 million consumers through more than 2,800,000 retailers with more than 120,000 employees worldwide.

The Company’s capital stock is owned 47.9% by a wholly-owned subsidiary of Fomento Económico Mexicano, S.A. de C.V. (FEMSA), 28.1% by wholly-owned subsidiaries of The Coca-Cola Company, and 24.0% by the public.

The publicly traded shares of KOF are Series L shares with limited voting rights and are listed on the Bolsa Mexicana de Valores (BMV: KOFL) and as American Depository Shares (ADS) on the New York Stock Exchange (NYSE: KOF). Each ADS represents ten Series L shares.

Our Ideals


Our goal is to continue to build on our compelling track record of growth, focusing on the disciplined execution of the pillars of our strategic framework to improve our position in the global beverage industry. These pillars include (i) achieving our business’ full operating potential, (ii) driving growth through innovation, (iii) growing through value creating mergers and acquisitions and (iv) and furthering our Company’s sustainable development. Always, we draw on the core values that have driven our success from the beginning.
These values include:

  • Our passion for service and focus on the client and consumer: we are committed to satisfying our customers and consumers’ need for quality refreshment.
  • Our creativity and innovation: whether we work on the bottling line, in pre-sale or in delivery, we view issues as opportunities to satisfy our customers, to improve our operating practices, and to make our business grow.
  • Our teamwork: we promote a positive team environment in which we share ideas, solve problems, and are committed to each other’s success.
  • Our respect for the individual, for their rights and dignity: we work to develop deep and lasting business relationships based on trust.
  • Our high quality standards and productivity levels: we always look for improvements throughout the value chain and the better usage of the available resources, which let us being one of the most profitable bottlers in the world.
  • Today more than ever, our values are essential to our long-term business success. By putting our values in action and capitalizing on our actions to bring value, we hope to seize the many opportunities that lie before us.






[ 本帖最後由 kaka 於 2015-6-30 10:32 編輯 ]
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UID 6717
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用戶註冊天數 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 10:47  資料 私人訊息 
Grupo Aeroportuario del Pacifico 機場營運

美股     NYSE: PAC
墨西哥 BMV:GAPB

http://www.aeropuertosgap.com.mx

Grupo Aeroportuario del Pacifico SAB de CV (GAP) is a Mexico-based company engaged in the transport infrastructure sector.

The Company provides the management, operation and development of airport facilities.

The Company's airports are located and serve two metropolitan areas (Guadalajara and Tijuana), several tourist destinations (Puerto Vallarta, Los Cabos, La Paz and Manzanillo), and a number of medium-sized cities (Hermosillo, Guanajuato, Morelia, Aguascalientes, Mexicali and Los Mochis).

All of GAP’s airports are designated and managed as international airports by the Mexican Government to privatize and develop the airport services in the domestic market.

Furthermore, the Company controls a number of subsidiaries, such as Aeropuerto de Mexicali SA de CV, Aeropuerto de San Jose del Cabo SA de CV, Puerta Cero Parking SA de CV, as well as Desarrollo de Concesiones Aeroportuarias SL.









[ 本帖最後由 kaka 於 2015-6-30 10:49 編輯 ]
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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 1845
用戶失蹤天數 179

101.8.99.70
發表於 2015-6-30 11:01  資料 私人訊息 
Wal-mart de Mexico S A B de C V 零售

美股    OTCMKTS:WMMVY
墨西哥 BMV:WALMEX

http://www.walmartmexico.com.mx


Wal Mart de Mexico SAB de CV (WALMEX) is a Mexico-based company engaged in the retail sector.

Its business is structured in seven divisions:

Discount Stores and Discount Warehouses, which offer basic merchandise, food and household items at discount prices under the Bodega Aurrera, Despensa Familiar, Maxi Bodega and Maxi Pali formats;

Hypermarkets, which operate under the Walmart brand; Clubs, focused on the management of a network of membership warehouse clubs under the Sam’s Club and ClubCo names;

Supermarkets, which comprise the Superama, Mas x Menos, La Union, Paiz and La Despensa de Don Juan supermarkets;

Apparel, which distributes and sells apparel and accessories for women, men and children through a network of stores, which operate under the Suburbia name;

Restaurants, which include El Porton restaurant chain, as well as

the Bank division, which operates through Banco Walmart.

In May 2014, Alsea SAB de CV acquired 100% stake in VIPs, which had belonged to the Company.







[ 本帖最後由 kaka 於 2015-6-30 11:03 編輯 ]
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