標題: 印度好股分享
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發表於 2014-8-25 17:37  資料 文集 短消息 
印度好股分享
印度股票及ADR
整理如下
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發表於 2015-4-6 11:12  資料 文集 短消息 
印度的美股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
印度孟買證券交易所 The Bombay Stock Exchange Limited
http://www.bseindia.com/
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 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







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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發表於 2015-4-6 11:13  資料 文集 短消息 
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
印度孟買證券交易所 The Bombay Stock Exchange Limited
http://www.bseindia.com/
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2015/4/6ROE(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)
Infosys Ltd美股ADRINR217220524資訊軟體服務BOM:500209INFYNYSE:INFY
HDFC Bank Limited美股ADRINR103433618金融BOM:500180HDBNYSE:HDB
Wipro Limited美股ADRINR63123522資訊軟體服務BOM:507685WITNYSE:WIT
Tata Motors Limited美股ADRINR56512218汽車BOM:500570TTMNYSE:TTM
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發表於 2015-4-6 11:15  資料 文集 短消息 

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發表於 2015-4-6 11:33  資料 主頁 文集 短消息 
蠻訝異的,諾大的印度竟然只有4家好公司。
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發表於 2015-4-6 11:36  資料 文集 短消息 
很多在歐洲發行GDR


美股ADR很少
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發表於 2015-4-6 13:03  資料 短消息 
IBN,HDB也不錯,平民銀行股跟貴族銀行股
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發表於 2015-6-27 09:35  資料 文集 短消息 
HDFC Bank Limited 金融

美股 NYSE:HDB
印度 BOM:500180

http://www.hdfcbank.com

http://www.hdfcbank.com/aboutus/general/default.htm





The Housing Development Finance Corporation Limited (HDFC) was amongst the first to receive an ‘in principle’ approval from the Reserve Bank of India (RBI) to set up a bank in the private sector, as part of RBI’s liberalisation of the Indian Banking Industry in 1994.

The bank was incorporated in August 1994 in the name of ‘HDFC Bank Limited’, with its registered office in Mumbai, India.

HDFC Bank commenced operations as a Scheduled Commercial Bank in January 1995.

HDFC Bank Limited (HDFC Bank) is a banking company.


The Bank is engaged in providing a range of banking and financial services, including commercial banking and treasury operations.

The Company’s subsidiaries include HDFC Securities Limited and HDB Financial Services Limited.

The Bank operates in four segments: Treasury which consists of net interest earnings from the Bank’s investment portfolio, money market borrowing and lending; Retail Banking provides financial services of various deposit products, of retail loans, credit cards, debit cards, depository, bill payments and several transactional services; Wholesale banking’s financial institutions and Government business group offers commercial and transaction banking products to financial institutions, mutual funds, public sector undertakings, central and state Government departments, and other banking business include income from para banking activities, such as credit cards, debit cards and primary dealership business.





[ 本帖最後由 kaka 於 2015-6-27 09:36 編輯 ]
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發表於 2015-6-27 09:51  資料 文集 短消息 
ICICI Bank Ltd

美股 NYSE:IBN
印度 BOM:532174



http://www.icicibank.com


公司介紹
http://www.icicibank.com/aboutus/about-us.page?


ICICI Bank is India's largest private sector bank with total assets of Rs. 6,461.29 billion (US$ 103 billion) at March 31, 2015 and profit after tax Rs. 111.75 billion (US$ 1,788 million) for the year ended March 31, 2015.

ICICI Bank currently has a network of 4,050 Branches and 12,665 ATM's across India.




ICICI Bank Limited (the Bank) is a banking company.

The Bank is a diversified financial services group offering a range of banking and financial services to corporate and retail customers through a variety of delivery channels.

The Bank operates in the segments: retail banking, wholesale banking, treasury, other banking, life insurance, general insurance and others.

The Bank provides a range of commercial banking and project finance products and services, including loan products, fee and commission-based products and services, deposit products and foreign exchange and derivatives products to corporations, middle market companies and small and medium enterprises in India.

Its commercial banking operations for retail customers consist of retail lending and deposit taking and distribution of third party investment products.

It also offers agricultural and rural banking products.

[ 本帖最後由 kaka 於 2015-6-27 09:53 編輯 ]
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發表於 2015-6-27 10:11  資料 文集 短消息 
Infosys Ltd 資訊軟體服務

美股 NYSE:INFY
印度 BOM:500209



http://www.infosys.com


http://www.infosys.com/about/


About UsInfosys is a global leader in consulting, technology, and outsourcing and next-generation services.



We enable clients in more than 50 countries to outperform the competition and stay ahead of the innovation curve.

With US$8.7 bn in FY15 revenues and 176,000+ employees, we are helping enterprises renew themselves while also creating new avenues to generate value.

We provide enterprises with strategic insights on what lies ahead. We help enterprises transform and thrive in a changing world through strategic consulting, operational leadership, and the co-creation of breakthrough solutions, including those in mobility, sustainability, big data, and cloud computing.





Infosys Limited (Infosys) is a services company that provides business consulting, technology, engineering and outsourcing services.

The Company also offers products, platforms and solutions to clients in different industries. Its business solutions include business IT services, consulting and systems integration services, products, business platforms and solutions, and cloud computing and enterprise mobility.

Business IT services comprise application development and maintenance, independent validation services, infrastructure management, engineering services comprising product engineering and life cycle solutions and business process management.

Consulting and systems integration services include consulting, enterprise solutions, systems integration and advanced technologies. Products, business platforms and solutions include Finacle, the company’s banking product.

[ 本帖最後由 kaka 於 2015-6-27 10:13 編輯 ]
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發表於 2015-6-27 10:58  資料 文集 短消息 
Tata Motors Limited 塔塔汽車

美股 NYSE:TTM
印度 BOM:500570

http://www.tatamotors.com

Company Profile
http://www.tatamotors.com/about-us/company-profile.php





Company Profile
http://www.tatamotors.com/about-us/company-profile.php

Tata Motors Limited  is India's largest automobile company, with consolidated revenues of INR  2,62,796 crores (USD 42.04 billion) in 2014-15. It is the leader in commercial  vehicles in each segment, and among the top in passenger vehicles with winning  products in the compact, midsize car and utility vehicle segments.

The Tata Motors  Group's over 60,000 employees are guided by the mission "to be passionate in  anticipating and providing the best vehicles and experiences that excite our  customers globally."


Tata Motors Limited is engaged manufacturing automotive vehicles.



The Company’s business operations include automotive operations and all other operations.

The Company’s automotive operations include all activities relating to development, design, manufacture, assembly and sale of vehicles, as well as sale of related parts and accessories.

The Company operates six automotive manufacturing facilities in India: at Jamshedpur in the state of Jharkhand, at Pune in the state of Maharashtra, at Lucknow in the state of Uttar Pradesh, at Pantnagar in the state of Uttarakhand, Sanand in the state of Gujarat and at Dharwad in the state of Karnataka.

The Company also operates three automotive manufacturing facilities in the United Kingdom through its Jaguar Land Rover business: at Solihull in the West Midlands, Castle Bromwich in the West Midlands and at Halewood in Liverpool and has design and engineering facilities located at Whitley and Gaydon.



[ 本帖最後由 kaka 於 2015-6-27 11:00 編輯 ]
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發表於 2015-6-27 11:15  資料 文集 短消息 
Wipro Limited 資訊軟體服務

美股 NYSE:WIT
日股 BOM:507685

http://www.wipro.com

Company Overview
http://www.wipro.com/about-wipro/





Wipro Ltd (NYSE:WIT) is a global information technology, consulting and outsourcing company with 158,217 employees serving clients in 175+ cities across 6 continents.

The company posted revenues of $7.5 billion for the financial year ended Mar 31, 2015.

Wipro helps customers do business better by leveraging our industry-wide experience, deep technology expertise, comprehensive portfolio of services and vertically aligned business model. Our 55+ dedicated emerging technologies ‘Centers of Excellence’ enable us to harness the latest technology for delivering business capability to our clients.

Wipro is globally recognized for its innovative approach towards delivering business value and its commitment to sustainability. Wipro champions optimized utilization of natural resources, capital and talent. Today we are a trusted partner of choice for global businesses looking to ‘differentiate at the front’ and ‘standardize at the core’ through technology interventions.



In today’s world, organizations will have to rapidly reengineer themselves and be more responsive to changing customer needs. Wipro is well positioned to be a partner and co-innovator to businesses in their transformation journey, identify new growth opportunities and facilitate their foray into new sectors and markets.

Wipro Limited is a global information technology (IT), services Provider.

The Company develops and integrates solutions that enable its clients to leverage IT in achieving their business objectives at competitive costs.

The Company uses its quality processes and global talent pool to deliver time to development advantages, cost savings and productivity improvements.

The Company’s business comprises of IT Services businesses, which provide a range of IT and IT-enabled services which include IT consulting, custom application design, development, re-engineering and maintenance, systems integration, package implementation, global infrastructure services, BPO services, research and development and hardware and software design to leading enterprises worldwide, and IT Products business segments provides a range of third-party IT products, which include computing, storage, networking, security and software products, including databases and operating systems.



[ 本帖最後由 kaka 於 2015-6-27 11:17 編輯 ]
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發表於 2017-8-11 17:56  資料 文集 短消息 
印度指數成分股,美股ADR代號,台股印度ETF.....資料整理
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發表於 2017-8-11 17:57  資料 文集 短消息 
各國股票代號查詢http://mikeon88.freebbs.tw/viewthread.php?tid=44416&extra=page%3D1
印度國家證券交易所 National Stock Exchangehttps://nseindia.com
孟買證券交易所 Bombay Stock Exchange Ltdhttp://www.bseindia.com
Company Name
行業分類
Website
NSE  ( 印度國家證券交易所 National Stock Exchange )BSE ( 孟買證券交易所 Bombay Stock Exchange Ltd )美股代號
台股 ETF代號
NIFTY 50S&P BSE SENSEX 50
SymbolSymbolSymbolSymbol
Bharti Airtel Limited   巴帝電信電信業http://www.airtel.in/about-bharti/about-bharti-airtelBHARTIARTL53245400652富邦印度
Bharti Infratel Limited  巴帝基礎建設電信業_電信基礎建設http://www.bharti-infratel.comINFRATEL53481600652富邦印度
Bosch Limited  博世多角化投資http://www.boschindia.com/en/in/startpage_5/country-landingpage.phpBOSCHLTD50053000652富邦印度
Larsen & Toubro Limited多角化投資http://www.larsentoubro.comLT50051000652富邦印度
Reliance Industries Limited                                  信實工業公司是印度最大的私營集團,在1966年成立,也是世界第二大的私營集團,其最大股東為穆克什·安巴尼。 信任工業在美國《財富》雜誌2008年評選的全球500強企業中,排名206。多角化投資_工業http://www.ril.comRELIANCE50032500652富邦印度
Titan Co Ltd 泰坦工業公司多角化投資_精密工業,手錶,珠寶,眼鏡,服飾配件http://www.titan.co.in沒有50011400652富邦印度
ITC Limited  國際貿易中心有限公司多角化投資_菸草,食品http://www.itcportal.comITC50087500652富邦印度
Adani Ports and Special Economic Zone Limited港口服務,航運http://www.adani.comADANIPORTS53292100652富邦印度
Asian Paints Limited化學工業_油漆https://www.asianpaints.comASIANPAINT50082000652富邦印度
Housing Development Finance Corporation Limited                                                住房開發金融公司金融業_房屋貸款https://online.hdfc.com/inetHDFC50001000652富邦印度
Indiabulls Housing Finance Limited金融業_房屋貸款https://www.indiabullshomeloans.comIBULHSGFIN53578900652富邦印度
Axis Bank Limited  艾克塞斯銀行金融業_銀行https://www.axisbank.comAXISBANK53221500652富邦印度
Bank of Baroda 巴羅達銀行金融業_銀行http://www.bankofbaroda.comBANKBARODA沒有00652富邦印度
HDFC Bank Limited金融業_銀行https://www.hdfcbank.comHDFCBANK500180        HDB00652富邦印度
ICICI Bank Limited 印度工業信貸投資銀行金融業_銀行https://www.icicibank.comICICIBANK532174        IBN00652富邦印度
IndusInd Bank Limited金融業_銀行https://www.indusind.comINDUSINDBK53218700652富邦印度
Kotak Mahindra Bank Limited                      科塔克馬辛德拉銀行金融業_銀行http://www.kotak.comKOTAKBANK50024700652富邦印度
State Bank of India    印度國家銀行                   印度孟買的一家銀行,是全印度最大的銀行,最大股東為印度政府。金融業_銀行https://www.sbi.co.inSBIN50011200652富邦印度
Yes Bank Limited金融業_銀行https://www.yesbank.inYESBANK53264800652富邦印度
Zee Entertainment Enterprises Limited媒體娛樂http://www.zeetelevision.comZEEL50553700652富邦印度
GODREJ CONSUMER PRODUCTS LTD.民生消費用品http://www.godrejcp.com沒有53242400652富邦印度
Hindustan Unilever Limited                                印度聯合利華公司民生消費用品https://www.hul.co.inHINDUNILVR50069600652富邦印度
Nestle India Ltd民生消費用品_食品https://www.nestle.in沒有50079000652富邦印度
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發表於 2017-8-11 18:00  資料 主頁 文集 短消息 
帖文太長會被系統禁言
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