標題: 營建工程公司股票
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發表於 2014-9-16 12:40  資料 文集 私人訊息 
營建工程公司股票
The Home Depot, Inc. (The Home Depot) is a home improvement retailer. The Company operates The Home Depot stores, which are full-service, warehouse-style stores. The Home Depot stores sell an assortment of building materials, home improvement and lawn and garden products and provide a number of services. The Home Depot stores average approximately 104,000 square feet of enclosed space, with approximately 24,000 additional square feet of outside garden area. The Home Depot stores serve three primary customer groups: do-it-yourself (D-I-Y) customers, do-it-for-me (D-I-F-M) customers and professional customers. In February 2013, it acquired Measurecomp LLC and HD Components LLC. In January 2014, Home Depot Inc acquired Blinds.com.
  1. 家得寶
  2. 家得寶是美國一家家庭裝飾品與建材的零售商,總部設於喬治亞州科布縣維寧斯市。家得寶僱用超過355,000名員工,經營2,164家大型商場,分店遍及美國、加拿大、墨西哥及中國。 2006年,家得寶的銷售額達908億美元。 維基百科


Lowe’s Companies, Inc. (Lowe’s) is a home improvement retailer. As of February 3, 2012, Lowe’s operated 1,745 stores, consisted of 1,712 stores across 50 United States, 31 stores in Canada and two stores in Mexico. Its 1,745 stores represent approximately 197 million square feet of retail selling space. The Company serves homeowners, renters and commercial business customers. Individual homeowners and renters complete an array of projects and vary along the spectrum of do-it-yourself (DIY) and do-it-for-me (DIFM). Commercial business customers include those who work in construction, repair/remodel, commercial and residential property management, or business maintenance professions. During the fiscal year ended February 3, 2012 (fiscal 2011), it opened 25 stores, which included the relocation of two existing stores. Seven of the stores were opened in Canada. In August 2013, the Company acquired the majority of assets of Orchard Supply Hardware, including 72 Orchard stores.

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發表於 2014-9-16 12:41  資料 文集 私人訊息 
Kingfisher plc is a British multinational retailing company headquartered in London.[4] It is the largest home improvement retailer in Europe and the third-largest in the world (behind The Home Depot and Lowe's). It has over 1,030 stores in eight countries across Asia and Europe and its brands include B&Q, Castorama, Brico Depot andScrewfix.[5]
Kingfisher is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.


Travis Perkins plc is a British builders' merchant and home improvement retailer based in Northampton and is a supplier of building materials. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.TypeTraded asIndustryFoundedHeadquartersArea servedKey peopleProductsRevenueOperating incomeNet incomeEmployeesSubsidiariesWebsite
Public
LSE: TPK
OTCQX: TPRKY
Business-to-business, Retail
1988 through merger between Travis & Arnold and Sandell Perkins
Northampton, United Kingdom
United Kingdom
Robert Walker (Chairman)
John Carter (CEO)
Building and home improvement materials, tool hire
£5,148.7 million (2013)[1]
£347.6 million (2013)[1]
£249.5 million (2013)[1]
circa 24,000 (2013)
Wickes Toolstation
www.travisperkins.co.uk
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chenleon1 (leon)
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發表於 2014-9-16 12:41  資料 文集 私人訊息 
Lumber Liquidators (stylized as LUMBER LIQUIDATOR$) is an American retailer of hardwood flooring. It was started in 1993 by Tom Sullivan, a building contractor who began purchasing excess wood from other companies. He then resold the wood from the back of a trucking firms yard in Stoughton, Massachusetts. Three years later in 1996, the company found their niche market in hardwood flooring. On January 5, 1996, the first store opened in West Roxbury, Massachusetts and sold 150 sq ft of floors on the first day. By August they opened up a second store in Hartford, Connecticut.[2]
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發表於 2014-9-16 14:51  資料 文集 私人訊息 
最近KAKA桑整理很多公程公司, 是否就歸類在這個建築營建股項目呢?
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發表於 2014-9-17 08:05  資料 文集 私人訊息 
BBBY:家居用品通路商
Josephchu0616 發表於 2014-4-5 14:36  

看起來Mike的零售事業又擴張了。
再介紹一家目前價錢也不錯的零售通路:
Bed Bath & Beyond(NASDAQ :BBBY),
美國家居用品零售通路龍頭,有一千多家分店,
同時是NASDAQ100和S&500成份,也是財星500大的公司。
有點像IKEA和HOLA ,
有人把他翻譯成「家中一切」,我覺得很貼切。
可以上他的網站看看,品項比IKEA多很多,真的是家中一切。
http://www.bedbathandbeyond.com/
這是我老婆介紹給我的第一支美股,
剛開始聽到時覺得賣床單、毛巾有什麼搞頭,
按過盈在表才發現是家好公司。
老美的生活習慣和我們不同,常常喜歡換床單,被單,
有些名模還說天天換床單,所以消耗量很大,
不像勤儉台灣有很多人還在用老媽嫁妝的被單。
而王永慶強調他的毛巾一用幾十年,
在老美的眼中是相當不衛生的習慣。

在美國,BBBY沒有規模相近的直接的競爭對手,
但零售業一定會跟WMT,TGT槓上,
除了ROE比這兩家巨人高一些外,
BBBY還有一個特色就是淨利率比這兩家高一倍以上。
多年前有一個朋友,他在大型量販店當採購主管,
告訴我他的主要KPI有兩個,營業額跟毛利,
量販店用消費品、生鮮衝營業額,用紡織品守毛利。
為什麼?他說:
衛生紙、洗髪精、蔬菜是高度價格敏感,能有幾%的毛利就衝了,
而紡織品很難比較所以可以有2-30%的毛利。
我猜BBBY因為專注於家用紡織品所以淨利率較高。
年初The Motley Fool也推薦BBBY,堶惘陰M業的分析http://www.fool.com/investing/general/2014/01/23/3-reasons-why-bed-bath-beyond-is-leading-the-way-i.aspx

零售業也重視另一個指標:坪效。
跟另一家規模較小的家俱店Pier1 Imports(NYSEIR)相比,
這是可能是因為家俱賣的比較多佔地方,
所以BBBY的每坪營業額是PIR的兩倍。

BBBY不配息,但持續有股票購回,
過去三年平均流通股數下降了12.5%。
一般美國網友對BBBY的疑慮是
1. 成長速度放緩,
2. 如果房巿不好會有影響,
3. Amazon的競爭。
不過想想,巴爺也是有B太太的家俱店,也沒聽說有事 。
我個人覺得最大的風險是下單時少一個B不小心按成BBY,
買到Best Buy就悲劇了。




張貼者: 洪瑞泰 (Michael On) 於 上午12:06
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發表於 2014-9-17 12:08  資料 私人訊息 
chenleon1 您好
小小建議:
加增DE及CAT歸類在建築業
而將BBBY及PIR歸類在零售業
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發表於 2014-9-17 13:48  資料 文集 私人訊息 
當初是為了把這幾家的 diy 零售商 HD, Low, LL 分別出來看, 所以才改成建築業或是mike歸類成營建股.
所以我把 bbby and pir 放這裡是為了可以比較 "住" 相關的零售公司.
之後把建商股票放進來比較, 都會跟 "住的公司" 相關.
說實在零售業涵蓋太大, 百貨公司, 超市, 折扣店等等...
大家需要再細分嗎?
都可以討論的.
分類的目的畢竟是為了可以快速了解不同國家的相同產業公司,
讓自己資金跟買股策略可以簡化, 並且讓大家討論.
另外 de and cat 還是在機械股類比較恰當, 可以跟不同國家但是同產業的相關公司比較.  
可以幫助選擇自己的標的. 昨天放進相關 "電機與自動化" 相關公司, 是因為這都是機械業必須的.
de 是大型農機公司跟建築或營建無直接關係.
anymore suggestion?

QUOTE:
原帖由 Royalriver 於 2014-9-17 12:08 發表
chenleon1 您好
小小建議:
加增DE及CAT歸類在建築業
而將BBBY及PIR歸類在零售業

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chenleon1 (leon)
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發表於 2014-9-17 14:37  資料 文集 私人訊息 
Carlisle Companies Incorporated (Carlisle) is a holding company for Carlisle Corporation, and its wholly owned subsidiaries. Carlisle is a diversified manufacturing company consisting of five segments, which manufacture and distribute a range of products. Its segments include Carlisle Construction Materials (CCM or the Construction Materials segment), Carlisle Brake & Friction (CBF or the Brake & Friction segment) and Carlisle Interconnect Technologies (CIT or the Interconnect Technologies segment). In December 2012, the Company acquired Thermax-Raydex business from Belden Inc. In December 2013, it sold Carlisle Transportation Products to American Industrial Partners.
http://www.carlisle.com/

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發表於 2014-9-17 14:54  資料 私人訊息 
chenleon1 您好
常常在路上看到建蓋房子的挖土機是CAT(較多)及DEERE(較少)
所以才會建議請您列在建築業一起看


另SBH真正算起來應是「美容美髮器材行」(有親自去勘查過)
也許歸在零售股較合適(原歸於個人居家清潔用品公司)
至於Ulta,以化妝品為主,有她自己的門市兼賣其他品牌
一樣建議歸類在零售股較合適


對不起
現已凌晨近3點了
我需要去ZZZZ
晚安 喔不 是早安
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chenleon1 (leon)
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發表於 2014-9-17 19:54  資料 文集 私人訊息 
已經貼上去的, 我改不了了.
因為我不是板主, 那得有勞 mike 了.
每次貼文只有 20 mins 可以更改內容!
板主好像也只能從改標題而已.
http://mikeon88.freebbs.tw/viewthread.php?tid=11764&extra=page%3D1
如有不足之處, 請同學自行更改排列了.
呵呵...

QUOTE:
原帖由 Royalriver 於 2014-9-17 14:54 發表
chenleon1 您好
常常在路上看到建蓋房子的挖土機是CAT(較多)及DEERE(較少)
所以才會建議請您列在建築業一起看


另SBH真正算起來應是「美容美髮器材行」(有親自去勘查過)
也許歸在零售股較合適(原歸於個人 ...

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發表於 2014-9-17 20:49  資料 主頁 文集 私人訊息 
工程股請貼在這裡,
別必要分太多類。
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發表於 2014-9-17 20:53  資料 文集 私人訊息 
Technip, formerly known as Technip SA, is a France-based company that is engaged in project management, engineering and construction for the energy industry, and holds a portfolio of solutions and technologies. The Company operates in three segments: Subsea, Onshore and Offshore. Its main markets include onshore plants, offshore platforms and subsea construction. The Company is present in around 48 countries, and had industrial assets on continents and operates a fleet of vessels for pipeline installation and subsea construction. It operates several subsidiaries, such as AETech, EPD, Subocean group and Front End Re, among others. On August 31, 2012, the Company announced the completion of the Stone & Webster process technologies and associated oil and gas engineering capabilities acquisition from The Shaw Group Inc. In March 13, 2013, it acquired Ingenium AS, an offshore engineering and services company.

TypeTraded asIndustryFoundedHeadquartersKey peopleProductsRevenueOperating incomeProfitEmployeesWebsite
Societe Anonyme (S.A.)
Euronext: FGR
Construction
1992
Asnieres-sur-Seine, France
Jean-Francois Roverato(Chairman), Pierre Berger(CEO)
Residential and infrastructureconstruction; electrical engineering and process automation services; specialist metal construction
14.0 billion (2012)[1]
1.199 billion (2012)[1]
220 million (2012)[1]
70,890 (end 2010)[2]
www.eiffage.com


TypeTraded asIndustryFoundedFoundersHeadquartersArea servedKey peopleServicesRevenueOperating incomeProfitTotal assetsTotal equityEmployeesDivisionsWebsite
Societe Anonyme
Euronext: DG
Construction
1899
Alexandre Giros, Louis Loucheur
Rueil-Malmaison, France
Worldwide
Xavier Huillard (Chairman and CEO), Yves-Thibault de Silguy(Vice-Chairman)
Infrastructure and property construction, transport infrastructure concessions(motorways, tunnels, bridges,car parks), energyinfrastructure and services
36.96 billion (2011)[1]
3.60 billion (2011)[1]
1.90 billion (2011)[1]
60.57 billion (end 2011)[1]
13.61 billion (end 2011)[1]
183,320 (end 2011)[1]
Eurovia, Vinci Park, Vinci Energies, Vinci Construction,Autoroutes du Sud de la France
www.vinci.com


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發表於 2014-9-17 20:54  資料 文集 私人訊息 
中宇成立以來,除在焚化爐、廢水處理、廢棄物處理等環保相關工程及機電工程擁有卓越之實績及技術外,並逐步擴增經營專案朝汽電共生工程、鐵路及捷運系統、生技工程、防蝕及防漏工程、整廠統包工程等深耕發展。此外也加強與國內外廠商技術合作,朝向環保高科技業務邁進...

[/flash]

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發表於 2014-9-17 21:01  資料 文集 私人訊息 
The Weir Group plc is an engineering company headquartered in Glasgow, Scotland. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. The company operates in over 70 countries employing approximately 14,000 people focused on mining, oil and gas and power markets.TypeIndustryFoundedHeadquartersKey peopleRevenueOperating incomeNet incomeEmployeesWebsite
Public (LSE: WEIR)
Engineering
1871
Glasgow, Scotland
Lord Smith of Kelvin, (Chairman)
Keith Cochrane,[1] (CEO)
William Weir (Former Chairman)
£2,429.8 million (2013)[2]
£466.5 million (2013)[2]
£335.7 million (2013)[2]
circa 14,000 (2012)[3]
www.weir.co.uk

AMEC plc is a British multinational consultancy, engineering and project managementcompany headquartered in London, United Kingdom.[3] It is focused on the oil and gas, minerals and metals, clean energy, environment and infrastructure markets and has offices in 40 countries worldwide.[3] Roughly a third of its turnover comes from Europe, half from North America and 12% from the rest of the world.[4]
AMEC is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.



[ 本帖最後由 chenleon1 於 2014-9-17 21:04 編輯 ]
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發表於 2014-9-17 21:11  資料 文集 私人訊息 
Keppel Corporation (also known as Keppel Corp) is a Singaporean company that specialises in marine, property and infrastructure businesses.[4] With a 32% rise in net profit in the third quarter of 2013, Keppel Corporation is one of the largest conglomerates in Singapore and one of the world's largest builders of offshore oil rigs.[5]
The company was founded in 1968 as Keppel Shipyard at the Keppel Harbour situated inTanjong Pagar before moving its operations to Jurong, where the company focused on offshore and marine activities.TypeFoundedHeadquartersKey peopleServicesRevenueOperating incomeProfitEmployeesDivisionsWebsite
Public (SGX: BN4)
1968
Singapore
Dr Lee Boon Yang (Chairman) Loh Chin Hua, CEO
SGD (2012)[1]
$13,965,000,000 SGD(2012)[2]
$2,396,000,000 SGD (2012)
$1,914,000,000 SGD (2012)
37,000[3]
Keppel Offshore and Marine
Keppel Energy Pte Ltd
Keppel Integrated Engineering Ltd
Keppel Bay Land Pte Ltd
www.kepcorp.com
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