標題: 菲律賓好股分享
kaka
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發表於 2014-8-25 19:19  資料 私人訊息 
菲律賓好股分享
菲律賓股票及ADR
整理如下
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kaka
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140.114.124.32
發表於 2014-8-31 11:27  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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203.208.196.50
發表於 2014-10-1 13:36  資料 私人訊息 
另外推薦下面三家公司, 對菲律賓有研究或長期居住菲律賓的人可以幫忙看看1. 菲律賓最大連鎖餐廳Jollibee(菲律賓的麥當勞地位), 菲裔華人 (也有連鎖中餐廳,進軍中國買下永和豆漿...)
http://en.wikipedia.org/wiki/Jollibee
http://zh.wikipedia.org/wiki/%E7%A5%96%E6%A8%82%E6%AF%94



2. Alaya corp: 具有180年歷史的公司, 確實刮目相看. 有金融/銀行,地產,公共事業,百貨&旅館...到汽車代理&電信營運商. Ayala is the holding company of one of the largest and most diversified business groups in the Philippines with businesses in real estate, financial services, telecommunications, water and used water services, electronics manufacturing services, automotive dealership and distributorship, business process outsourcing, power, and transport infrastructure. 有多個上市的子公司

http://www.ayala.com.ph/


http://en.wikipedia.org/wiki/Ayala_Corporation






2. SM investment corp.: 好像也是菲裔華人老闆, is a holding company with interests in shopping mall development and management, retail, real estate development, banking, and tourism,[1] founded byHenry Sy, Sr. It has become one of the largest conglomerates in the Philippines,[2] being the country's most dominant player in retail with 208 stores nationwide. Of these, 47 are SM Department Stores; 38 are SM Supermarkets, 37 are SM Hypermarkets and 86 are SaveMore branches. 有多個上市的子公司: SM Prime Holdings(PSE: [url=http://www.bloomberg.com/quote/SMPHM]SMPH[/url]),
SM Development(PSE: [url=http://www.bloomberg.com/quote/SMDCM]SMDC[/url]),
Banco de Oro (PSE: [url=http://www.bloomberg.com/quote/BDOM]BDO[/url]),
China Banking Corporation(PSE: CHIB)http://en.wikipedia.org/wiki/SM_Investments_Corporation


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發表於 2014-10-1 14:16  資料 私人訊息 
再補充另一個不是只製造&銷售賣啤酒的大集團: 生力啤酒, 想必有許多人跟我一樣喝過&看過此啤酒(我在國外很多國家常看到), 但就是叫不出其品牌....香港及菲律賓的市占率第一, 有達到90%之譜嗎? 待查證.
生力集團San Miguel CorporationPSESMCSMCB)成立於1890年,是菲律賓現時最大的食品、飲品及包裝上市公司。在2001年,單單是生力集團本身的業務就已佔了菲律賓全國GDP的3.6%、4.5%的稅收。生力集團曾是菲律賓唯一的跨國企業,並一度受到香港財團的收購建議而引起全國的保護熱潮。生力集團旗下的香港生力啤酒廠有限公司亦是香港交易所的上市公司,其產品廣受香港各階層的歡迎。此外,生力集團在菲律賓亦擁有一支籃球隊「Beerman」。
  • 2007年11月09日生力集團以26億澳元26.8亿美元出售澳大利亞最大的乳製品及飲料生產商全国食品(National Foods)予麒麟啤酒
  • 2009年2月27日麒麟啤酒斥资约1,000亿日圆(合10.6亿美元),從食品和飲料巨頭生力集團(San Miguel Corp.)(PSE:SMCB)手中購買43.25%的生力啤酒公司(San Miguel Brewery Inc.)(PSE:SMB)股票。復以1.43億美元增購了生力釀酒廠的5.05%股份,使它的總持股達到48.35%。
  • 2013年10月2日生力總公司(San Miguel Corp)以720億菲律賓披索(約128億港元),出售旗下馬尼拉電力(Manila Electric)約27%股權予JG Summit控股。

事業體: http://www.sanmiguel.com.ph/business.html

有多個子公司或其投資的公司上市

http://en.wikipedia.org/wiki/San_Miguel_Corporation
這麼好的事業, 為何要出售部分股權給日本麒麟公司?







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chenleon1 (leon)
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125.230.88.106
發表於 2014-10-1 17:15  資料 文集 私人訊息 
喝過!!!
可惜沒 adr!

QUOTE:
原帖由 hyc 於 2014-10-1 14:16 發表
再補充另一個不是只製造&銷售賣啤酒的大集團: 生力啤酒, 想必有許多人跟我一樣喝過&看過此啤酒(我在國外很多國家常看到), 但就是叫不出其品牌....香港及菲律賓的市占率第一, 有達到90%之譜嗎? 待查證.h ...

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hyc (Shangri-La)
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111.235.208.64
發表於 2014-10-1 17:38  資料 私人訊息 
San Miguel Corp (ADR) 這個是嗎? https://www.google.com/finance?q=OTCMKTS%3ASMGBY&ei=qagrVJjNN8ebkgXaioCABg
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發表於 2015-3-27 20:32  資料 私人訊息 
建立菲律賓的美股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
菲律賓交易所 ( 股票代碼 , 公司名稱 , Company Profile ,公司財報資料 , 市場報價 )
www.pse.com.ph
各國ADR網站 (BNY Mellon)http://www.adrbnymellon.com/dr_search_by_country.jsp
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






先刪除市值明顯比較小的股票 , 留下的名單如下





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

菲律賓投資名單如下





[ 本帖最後由 kaka 於 2015-3-27 20:33 編輯 ]
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發表於 2015-3-27 20:34  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
菲律賓交易所 ( 股票代碼 , 公司名稱 , Company Profile ,公司財報資料 , 市場報價 )
www.pse.com.ph
各國ADR網站 (BNY Mellon)  http://www.adrbnymellon.com/dr_search_by_country.jsp
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=GMALY&region=usa&culture=en-US
時間2015/3/27ROE(大概計算的ROE , 不是使用常利)
行業
Google Finance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,在各國ADR網站 (BNY Mellon) 及GOOGLE FINANCE網站查詢菲律賓ADR股票資料 , 複製到雲端試算表或Excel試算表,到Google finance 輸入美股ADR代碼,在公司簡介查詢公司的行業,進入Morningstar網站的Key ratio 查詢配息率(payout ratio)及ROE,可大概刪除不符合巴菲特選股的股票,在Evaluation查詢本益比(P/E)及股價淨值比(P/B),手動輸入,可得到計算的ROE公式,刪除ROE太小的公司,只留下Malaysia公司,刪除信託基金,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盈再率太高的公司
各國ADR網站 (BNY Mellon) , 菲律賓交易所, 手動查詢輸入GOOGLE FINANCE  MorningStar 晨星 (本益比,股價淨值比), 手動查詢輸入公式
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)
SM Investments Corporation16426.92.38.6控股公司SMIVYSMIVY
Philippine Long Distance Telephone13717.65.028.4電信PHIPHI
Universal Robina10840.48.120.0食品UVRBYUVRBY
BDO Unibank9019.72.311.7銀行BDOUYBDOUY
Bank of the Philippine Islands-BPI8123.02.611.3銀行BPHLYBPHLY
Aboitiz Power6616.93.218.9電力ABZPYABZPY
Jollibee Foods5144.78.318.6食品JBFCYJBFCY
San Miguel Corp  菲律賓生力集團374.20.49.5食品飲料SMGBYSMGBY
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發表於 2015-3-27 20:36  資料 私人訊息 

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發表於 2015-3-27 20:51  資料 私人訊息 
ABOITIZ POWER


http://www.aboitizpower.com/AP/5492:apvx-whatwedo.html

OTCMKTS:ABZPY
https://www.google.com.hk/finance?q=OTCMKTS%3AABZPY&ed=hk&ei=mU8VVfm_MYjhugSIuoGwAg


公司名稱股票代號貨幣總市值(億)行業谷歌財經代號美股ADR代號
Aboitiz電力66電力ABZPYABZPY


AboitizPower的控股公司為Aboitiz集團在發電,配電,零售和電力服務的投資。


它有幾個水力發電 ​​和地熱資源在它的發電組合,也有遍布全國的不可再生發電廠,


該公司還擁有分佈工作在呂宋島,米沙鄢群島和棉蘭老島的高增長領域的實用程序。AboitizPower設想能夠利用在該離開對環境影響較輕的國家可再生能源的陣列,並提供電力給消費者。




考慮到這一點,清潔能是所述AboitizPower品牌,就可以在最前列






[ 本帖最後由 kaka 於 2015-3-27 20:55 編輯 ]
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發表於 2015-3-27 21:06  資料 私人訊息 
BDO UNIBANK  銀行
https://www.bdo.com.ph/personal


OTCMKTS:BDOUY
https://www.google.com.hk/finance?q=OTCMKTS%3ABDOUY&ed=hk&ei=d1AVVfHpFqrmugSEoYD4Dg



公司名稱股票代號貨幣總市值 ( 億 )行業Google Finance代號美股ADR代號
BDO Unibank90銀行BDOUYBDOUY




CORPORATE PROFILE


The product of a merger heralded as unprecedented in size and scale in the Philippine banking industry, BDO Unibank, Inc. (BDO) today represents a firm consolidation of distinct strengths and advantages built over the years by the entities behind its history.


BDO is an institution that honors its past, continues to improve on its present, and moves towards the future with confidence and strength.

BDO is a full-service universal bank in the Philippines.


It has the ability to provide a complete array of industry-leading products and services including Lending (corporate, middle market, SME, and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management and Remittances in the Philippines.


Through its local subsidiaries, the Bank offers Leasing and Financing, Investment Banking, Private Banking, Bancassurance, Insurance Brokerage and Stock Brokerage services.

BDO’s institutional strengths and value-added products and services hold the key to its successful business relationships with customers.


On the front line, its branches remain at the forefront of setting high standards as a sales and service-oriented, customer focused force. BDO has one of the largest distribution networks, with more than 860 operating branches and over 2,500 ATMs nationwide.


Through selective acquisitions and organic growth, BDO has positioned itself for increased balance sheet strength and continuing expansion into new markets.


As of 30 September 2014, BDO is the country’s largest bank in terms of total resources, capital, customer loans, total deposits, and assets under management.

BDO is a member of the SM Group, one of the country’s largest and most successful conglomerates with businesses spanning between retail, mall operations, property development (residential, commercial, resorts/hotel), and financial services.


Although part of a family conglomerate, BDO’s day-to-day operations are handled by a team of professional managers and bank officers.





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發表於 2015-3-27 21:16  資料 私人訊息 
The Bank of the Philippine Islands (BPI)    菲律賓群島銀行(BPI)


http://www.bpi.com.ph/

OTCMKTS:BPHLY
https://www.google.com.hk/finance?q=OTCMKTS%3ABPHLY&ed=hk&ei=DFUVVbHSCY7luATvpIG4Dg

公司名稱股票代號貨幣總市值 ( 億 )行業Google Finance代號美股ADR代號
Bank of the Philippine Islands81銀行BPHLYBPHLY

Corporate Profile


The Bank of the Philippine Islands (BPI) is a commercial bank with an expanded banking license.


Together with its subsidiaries, BPI offers a wide range of financial services that include corporate banking, consumer banking and lending, investment banking, asset management, securities distribution, insurance services, leasing, and foreign exchange.


These services are offered to a wide range of customers, from multinational corporations, government entities and large corporations to small- and medium-sized enterprises and individuals.

Established on August 1, 1851 under Spanish colonial rule, BPI was originally known as El Banco Espanol Filipino de Isabel II, named after then Queen of Spain, Isabel II.


The Bank was the first to be established in the Philippines, and was responsible for starting the country's banking and finance industry.


It performed many functions that in effect made it the country's de facto central bank, including printing and issuing currency in its own name.

For many years after its founding, BPI was the only domestic commercial bank in the Philippines. It adopted its current name on January 1, 1912.

Today, BPI is not only known as the oldest bank in the Philippines and in Southeast Asia; it is also an acknowledged leader in Philippine banking, with its high market capitalization, strong Tier 1 capital adequacy ratio and healthy shareholder return, all promoted and supported by prudent management.

BPI is rated investment-grade by two international ratings agencies, Moody's Investors Service and Fitch Ratings.











[ 本帖最後由 kaka 於 2015-3-27 21:24 編輯 ]
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發表於 2015-3-27 21:29  資料 私人訊息 
JOLLIBEE FOODS  食品 , 菲律賓最大連鎖速食店 ,有750間連鎖餐廳


OTCMKTS:JBFCY
https://www.google.com.hk/finance?q=OTCMKTS%3AJBFCY&ed=hk&ei=RlcVVbHXMdTmuAT54oC4Dw


公司名稱股票代號貨幣總市值 ( 億 )行業Google Finance代號美股ADR代號
Jollibee Foods51食品JBFCYJBFCY


Jollibee is the largest fast food chain in the Philippines, operating a nationwide network of


over 750 stores.




A dominant market leader in the Philippines, Jollibee enjoys the lion’s share of the local market that is more than all the other multinational brands combined.


The company has also embarked on an aggressive international expansion plan in the USA, Vietnam, Hong Kong, Saudi Arabia, Qatar and Brunei, firmly establishing itself as a growing international QSR player.











[ 本帖最後由 kaka 於 2015-3-27 21:31 編輯 ]
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kaka
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140.114.124.25
發表於 2015-3-27 21:40  資料 私人訊息 
Philippine Long Distance Telephone (ADR)  菲律賓電信

http://www.pldt.com.ph



NYSE: PHI
https://www.google.com.hk/finance?q=NYSE%3APHI&ed=hk&ei=wVgVVbG8OoGFuQTc8oHAAQ




公司名稱股票代號貨幣總市值 ( 億 )行業Google Finance代號美股ADR代號
Philippine Long Distance Telephone137電信PHIPHI


Philippine Long Distance Telephone Company (PLDT) is a telecommunications service provider in the Philippines.


The Company operates in three business segments, including wireless, fixed line and others.


The Company through its three business segments offers a range of telecommunications services across the Philippines’ fiber optic backbone and wireless, fixed line and satellite networks.


The Company provides cellular, wireless broadband, satellite and other services through its wireless business.


The Company provides local exchange, international long distance, national long distance, data and other network services under its fixed line business.


Other business segment includes PLDT’s investments in multi-media content, including in Cignal TV, Satventures and Hastings.







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發表於 2015-3-28 14:31  資料 私人訊息 
San Miguel Corporation   

生力集團 , 多角化綜合企業集團 , 影響菲律賓 6.5% GDP 國民生產總額


http://www.sanmiguel.com.ph/company/inner/322/Our_company.html

http://www.sanmiguel.com.ph/company/inner/429.html



OTCMKTS:SMGBY
https://www.google.com.hk/finance?q=OTCMKTS%3ASMGBY&ei=EkUWVcnqKNPMugTCtoDABw




公司名稱股票代號貨幣總市值 ( 億 )行業Google Finance代號美股ADR代號
San Miguel Corp                菲律賓生力集團37

控股公司

SMGBYSMGBY


San Miguel Corporation is one of the Philippines’ most diversified conglomerates, generating about 6.5% of the country’s gross domestic product through its highly integrated operations in beverages, food, packaging, fuel and oil, power, mining and infrastructure.









[ 本帖最後由 kaka 於 2015-3-28 14:34 編輯 ]
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