標題: 紐西蘭好股分享
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

59.124.164.253
分享 
發表於 2014-9-13 20:09  資料 私人訊息 
紐西蘭好股分享
Chorus Limited
http://www.chorus.co.nz/home


Chorus Limited maintains and builds a network made up of local telephone exchanges, cabinets and copper and fiber cables.


The Company has approximately 32,000 kilometers of fiber and 130,000 kilometers of copper cabling.


These cables connect back to local telephone exchanges.
Chorus fiber also connects mobile phone towers owned by mobile service providers.


About 7,000 cabinets provide interconnection points for around 50% of the lines in its network.


A range of these cabinets are mini telephone exchanges and have electronic broadband equipment installed in them.


In some cases, retail service providers have chosen to install their own broadband equipment in an exchange and pay the Company for the rental of the access line.


It offers a range of products delivered over its copper network and new products designed to provide access to the ultra-fast broadband (UFB) fiber network.





[ 本帖最後由 kaka 於 2014-9-13 20:21 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

140.114.124.29
發表於 2015-4-6 11:33  資料 私人訊息 
紐西蘭的美股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
紐西蘭證卷交易所
https://www.nzx.com/markets/NZSX
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

頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

140.114.124.29
發表於 2015-4-6 11:34  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
紐西蘭證卷交易所
https://www.nzx.com/markets/NZSX
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 () Mkt. cap市盈率 (P/E)市帳率(P/B)
Fletcher Building LimitedFBUNZ$5.82B2029建築營造NZE:FBUFCREYOTCMKTS:FCREY
Spark New Zealand LtdSPKNZ$5.43B17319電信NZE:SPKNZTCYOTCMKTS:NZTCY
Auckland International Airport LimitedAIANZ$5.27B2627機場NZE:AIAAUKNYOTCMKTS:AUKNY
Trustpower LimitedTPWNZ$2.49B2028電力NZE:TPWTRPRYOTCMKTS:TRPRY
SKYCITY Entertainment Group LimitedSKCNZ$2.42B26312媒體NZE:SKCSKYZYOTCMKTS:SKYZY
ChorusCNUNZ$1.13B10215電信NZE:CNUCHRYYOTCMKTS:CHRYY
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

140.114.124.29
發表於 2015-4-6 11:34  資料 私人訊息 



[ 本帖最後由 kaka 於 2015-4-6 11:49 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

49.215.15.204
發表於 2015-6-28 16:58  資料 私人訊息 
Auckland International Airport Limited 奧克蘭國際機場

美股    OTCMKTS:AUKNY
紐西蘭 NZE:AIA

http://www.aucklandairport.co.nz


Auckland International Airport Limited is a New Zealand-based Company.

The Company provides airport facilities and supporting infrastructure in Auckland, New Zealand.

The Company earns revenue from aeronautical activities, on airport retail concessions and car parking facilities, standalone investment properties and other charges and rents associated with operating an airport.

The Company also holds investments in three other airports being Cairns Airport and Mackay Airport in Queensland, Australia, as well as Queenstown Airport in New Zealand.

The Company’s subsidiaries consist of Auckland Airport Limited, Auckland International Airport Limited Share Purchase Plan, Auckland Airport Holdings Limited, and Auckland Airport Holdings (No. 2) Limited.








[ 本帖最後由 kaka 於 2015-6-28 16:59 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

49.215.15.204
發表於 2015-6-28 17:18  資料 私人訊息 
Fletcher Building Limited  建築營造 , 建築材料 ( 水泥 , 鋼管 , 其他建築材料)

美股    OTCMKTS:FCREY
紐西蘭 NZE:FBU





http://www.fbu.com

http://www.fbu.com/about-us/


Fletcher Building Limited is the holding company of the Fletcher Building Group.

The Company is a New Zealand-based company.

The Company’s operating segments include Building Products, Construction, Distribution, Infrastructure, Laminates & Panels and Other.

In February 2014, the Company announced that Perpetual Ltd and subsidiaries ceased to be a share holder in the capital of the Company.


http://www.fbu.com/divisions-businesses/

Fletcher Building operates in more than 40 countries, manufacturing and distributing world-leading building and construction products.


Heavy Building Products
http://www.fbu.com/divisions-businesses/heavy-building-products/

This division consists of businesses operating in the extraction of raw materials, the manufacture of reinforcing steel, bar and wire and the manufacture of cement and concrete products.


Light Building Products
http://www.fbu.com/divisions-businesses/light-building-products/

This division includes the manufacture and distribution of plasterboard, insulation, coated steel and aluminium products.


Laminates & Panels
http://www.fbu.com/divisions-businesses/laminates-panels/


Laminates & Panels incorporates Formica Group and Laminex New Zealand and Laminex Australia, all market leaders in the production of decorative laminate, surface and board products.


Distribution New Zealand
http://www.fbu.com/divisions-businesses/distribution-new-zealand/

Our distribution businesses are leaders in the supply of building, plumbing and bathroom supplies in New Zealand and Australia. Steel distribution is included in the division.


Distribution Australia
http://www.fbu.com/divisions-businesses/distribution-australia/

Our distribution businesses are leaders in the supply of building, plumbing and bathroom supplies in New Zealand and Australia.


Construction
http://www.fbu.com/divisions-businesses/construction/

Our construction operations are leaders in commercial, infrastructure and residential construction in New Zealand and the South Pacific.



[ 本帖最後由 kaka 於 2015-6-28 17:19 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

101.8.99.70
發表於 2015-6-30 00:28  資料 私人訊息 
Spark New Zealand Ltd  電信

美股    OTCMKTS:NZTCY
紐西蘭 NZE:SPK




http://www.sparknz.co.nz/

http://www.spark.co.nz

Investors
http://investors.sparknz.co.nz/Investor-Centre/

At a Glance
http://investors.sparknz.co.nz/Investor-Centre/?page=At-a-Glance

       Spark New Zealand (formerly Telecom New Zealand) provides digital services to millions of New Zealanders and thousands of New Zealand businesses.

        As one of New Zealand's largest listed companies, Spark New Zealand has many responsibilities to customers, partners, shareholders, and New Zealand.

        Spark New Zealand is made up of a number of core business areas, Spark Home, Mobile & Business (formerly Telecom Retail), Spark Digital (formerly Gen-i), Spark Ventures (formerly Digital Ventures), and Spark Network (formerly Telecom Connect).

        In addition, there are a number of flanking brands, including Revera and Appserv, both Cloud computing specialists that together can provide Cloud solutions across the market, Big Pipe and Skinny as value-brands for the broadband and mobile markets respectively, a smart data business called Qrious, and Lightbox, an internet TV business.

        Spark New Zealand is the parent company. Spark Home, Mobile & Business provides access to technology in new and innovative ways to help New Zealanders and New Zealand businesses move forward and reach their goals. Spark Digital provides solutions for the rapidly evolving needs of business, enterprise and government clients as they meet the demands of an increasingly globalised, connected and mobile customer base. Spark Ventures will be accelerating the company's future focus and pace of innovation, and delivering new services and businesses such as WiFi, Internet TV and Smart Data analytics.

        With the rebranding from Telecom to Spark New Zealand, Spark New Zealand is continuing its focus on becoming a winning business inspired by customers, providing communications, entertainment and IT services over our networks and the cloud, to enable New Zealanders to unleash their full potential. Its aim is to achieve #1 in mobile, #1 in data, and #1 in effortless service and cost.

       To achieve this, it is investing broadly across its organisation – in people, in new services, products and businesses, in customer service and intelligence, and in digital networks, spectrum and IT platforms - to set itself up for success and for further growth in the future.

        Spark New Zealand (then Telecom) was formed in 1987 out of the telecommunications division of the New Zealand Post Office, a government department.

In 1990 Spark became one of the first telcos in the world to be fully privatised.

     On 30 November 2011, Spark New Zealand demerged into two entirely separate, publicly listed companies; a retail services provider (Spark) and a network services operator (Chorus).

      Structural separation of Spark's retail business from the business that owns and operates the Fibre-To-The-Premise (FTTP) network was a pre-requisite for participation in the Government's Ultra-Fast Broadband scheme (UFB).

        Today, Spark has a significant level of operational scale within the New Zealand telecommunications market and provides fixed, mobile and IT products and services to consumer, small and medium-sized enterprise (SME), corporate, enterprise and wholesale customer segments.



[ 本帖最後由 kaka 於 2015-6-30 00:30 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

101.8.99.70
發表於 2015-6-30 00:41  資料 私人訊息 
SKYCITY Entertainment Group Limited 娛樂 , 賭博 , 旅館 , 餐飲

美股    OTCMKTS:SKYZY
紐西蘭 NZE:SKC

http://www.skycityentertainmentgroup.com

公司介紹
http://www.skycityentertainmentgroup.com/about-skycity/welcome







SKYCITY Entertainment Group Limited is a leading entertainment and gaming business with a great brand and an iconic status as a New Zealand and Australian listed company.

We operate monopoly casinos in New Zealand (Auckland, Hamilton and Queenstown) and Australia (Adelaide and Darwin), alongside a variety of industry-leading restaurants and bars, luxury hotels and convention centres.

Entertainment is our core business.

SKYCITY has a strong and enviable collection of assets, including some of the most significant urban monopoly casino licences in New Zealand and Australia.

We aim to provide the best possible gaming and entertainment experiences for our customers, and deliver healthy long-term returns to our shareholders.





[ 本帖最後由 kaka 於 2015-6-30 00:44 編輯 ]
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

101.8.99.70
發表於 2015-6-30 00:57  資料 私人訊息 
Trustpower Limited 電力 , 電信

美股    OTCMKTS:TRPRY
紐西蘭 NZE:TPW





https://www.trustpower.co.nz

https://www.trustpower.co.nz/getting-to-know-us/our-history

Trustpower’s history dates back to Tauranga’s first power station in 1915.

Since then, we’ve grown into one of New Zealand’s largest energy and telecommunications companies.

We continue to seek new opportunities, from developing wind farms and irrigation schemes, to extending our Ultra Fast Broadband internet services.

Trustpower Limited is engaged in development, ownership and operation of electricity generation facilities from renewable energy sources and the retail sale of energy and telecommunications services to its customers.

The Company operates in two business segments: development, ownership and operation of electricity generation facilities from renewable energy sources, including the trading of energy with Retail and external parties (Generation), and purchase of energy from Generation and retail sale of electricity, gas and telecommunications services to customers (Retail).

The Company offers services, such as electricity, gas, Internet and phone services. The Company owns 634 megawatt of hydro and wind generation spread throughout New Zealand, as well as the 100 megawatt Snowtown Wind Farm in South Australia.



[ 本帖最後由 kaka 於 2015-6-30 00:59 編輯 ]
頂部
ericchang30
同學




UID 50335
精華 0
積分 0
帖子 4
閱讀權限 99
註冊 2015-9-10
用戶註冊天數 1190
用戶失蹤天數 15

223.137.176.31
發表於 2015-9-10 09:04  資料 私人訊息 
Hi kaka
謝謝你熱心收集那麼多的紐西蘭跟澳洲的口袋名單,以及挑選方法

Eric
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

101.14.193.223
發表於 2015-9-10 10:40  資料 私人訊息 
以為可能有紐西蘭……”乳牛"概念股……結果都沒有……
頂部
mchi
會員
Rank: 1



UID 419
精華 0
積分 0
帖子 211
閱讀權限 10
註冊 2011-5-10
用戶註冊天數 2773
用戶失蹤天數 334

113.196.147.3
發表於 2015-11-21 00:19  資料 文集 私人訊息 


QUOTE:
原帖由 kaka 於 2015-9-10 10:40 發表
以為可能有紐西蘭……”乳牛"概念股……結果都沒有……

kaka你應該住紐西蘭人吧. 光Kaka就覺得應該是吧. 紐西蘭的McCaw黑衫軍聽說要退休到Christchurch去開直升機, 以後去可能會遇到他開的飛機吧!

New Zealand是不錯的地方, 但投資來說應該選美國會好一點. 至少好的貨色都在那邊. 覺得買New Zealand的股好像沒這麼必要耶....除非你正住在New Zealand....
頂部
Larry8979
同學




UID 36627
精華 0
積分 0
帖子 4
閱讀權限 99
註冊 2015-2-26
用戶註冊天數 1386
用戶失蹤天數 29

118.170.13.5
發表於 2016-1-12 11:27  資料 私人訊息 
請問Kaka桑.您知道Real Journeys這家公司有上市嗎?
頂部
kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 1681
用戶失蹤天數 15

60.249.85.44
發表於 2016-1-12 12:55  資料 私人訊息 


QUOTE:
原帖由 Larry8979 於 2016-1-12 11:27 發表
請問Kaka桑.您知道Real Journeys這家公司有上市嗎?

Real Journeys is a family owned tourism business
公司網站的about us說明是家族企業,Google Finance  英文網站找不到Real Journeys
請直接寫E-mail到公司詢問有沒有上市櫃 .
公司網站可以直接反應問題.
也可以在contact us網頁的右下方,可以直接 chat with us,直接與公司線上聊天問問題
https://www.realjourneys.co.nz/en/info/contact-us/




提供下列網站可查詢

世界各國的名單(美股及ADR)
http://mikeon88.freebbs.tw/viewthread.php?tid=11764&extra=page%3D1

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

紐西蘭證卷交易所
https://www.nzx.com/markets/NZSX

Google Finance 中文網站
https://www.google.com.hk/finance

Google Finance  英文網站
https://www.google.com/finance

Wiki 網站介紹
https://en.wikipedia.org/wiki/Real_Journeys

Real Journeys 公司網站
About Us
https://www.realjourneys.co.nz/en/about-us/about-us/

About Us
TSS Earnslaw Vintage Steamship, Queenstown


Real Journeys is a family owned tourism business that was founded in the 1950s by tourism and conservation pioneers Les and Olive Hutchins.

Today the company remains true to its founders and their guiding principles of conservation and hospitality.

With operations from Stewart Island to Queenstown - including world renowned cruises through Milford and Doubtful Sounds - Real Journeys is widely regarded as a leader in the New Zealand tourism industry and is regularly named as one of New Zealand’s highest achieving tourism companies.

For our staff though, the aim is still quite simple – to share the natural heritage and astounding beauty of the region with visitors – just as the founders intended.

[ 本帖最後由 kaka 於 2016-1-12 13:09 編輯 ]
頂部
Larry8979
同學




UID 36627
精華 0
積分 0
帖子 4
閱讀權限 99
註冊 2015-2-26
用戶註冊天數 1386
用戶失蹤天數 29

118.170.20.200
發表於 2016-1-13 09:48  資料 私人訊息 
非常謝謝Kaka桑精闢的解說及資訊.會有此提問是因為上星期帶家人到紐西蘭旅遊.發現所有大部分重要旅遊點的承包業務都是這家公司所包辦.如米佛峽灣遊船/蒂安納的螢火蟲觀賞/皇后鎮觀光火車等等.個人認為是不用想超過3秒的公司.以上是個人小小觀察.
頂部