股海無涯
【分享】八月份50大預測本益比最低公司
股海無涯
Publish date: Tue, 02 Sep 2014, 02:00 AM
股海無涯
0 97
依般若波羅蜜多故 心無罣礙 無罣礙故 無有恐怖 遠離顛倒夢想 究竟涅槃
投資如修行，心态很重要。
【股海无涯】投資事件簿，
記錄投資路上的是非成敗
http://e-thg.blogspot.com/
https://www.facebook.com/ethgrowth
投資如修行，心态很重要。
【股海无涯】投資事件簿，
記錄投資路上的是非成敗
http://e-thg.blogspot.com/
https://www.facebook.com/ethgrowth
http://e-thg.blogspot.com/2014/09/50.html
訂閱【資匯】快1年了， 裡面很多資訊還不錯。
剛開始投資的時候， 除了看書，爬貼， 翻看過去的【資匯】，也 給了我滿多的幫助。建立了對馬來西亞股市的一些基本概念， 至少現在看到報章、新聞里出現的公司， 多少都有大概印象。
最近接觸新的公司好像少了， 都是專注組合里公司的【解析】。
是時候放下手中組合， 讓時間去證明之前投資的對與錯。
看了這期的50大預測本益比最低公司，決定從裡面挑選研究， 為未來組合里的新成員做準備。
- 年報：07年到最新的年報。從最新的看起， 如果行業基本能夠明白， 再從07年看起。如果看不明白， 先放著。 (為什麼是07年？ 有能力度過08年金融風暴甚至取得不錯的盈利，是個重要指標）
- 季報：最近季報， 了解最近動向
- 爬貼：論壇是個神奇的東西， 爬完樓， 基本就把公司的簡單歷史看了一篇。（之前爬AIRASIA的貼都快瘋了， 太長了！）
- 解析：寫下來，解析方才嚴謹，邏輯方能清晰。 隨意看看， 意義不大。
很巧，【組合】里占最大比例的SCIENTX, 在預測本益比最低公司排行24， 盈利預測最佳公司也是排行24。 最近唱衰房市的人大把， Iskandar 最大地主UEM盈利大跌， 房產滯銷。
房產佔了盈利6成, 主要發展可負擔房屋， 地庫多在在柔佛的SCIENTX是否會受到影響？9月底的季報讓我們拭目以待吧。
對【解析】SCEINTX 森德綜合： “森德”我心， 可以看看之前的分享。
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3 people like this. Showing 16 of 16 comments
Bighunter, Return of Capital Employed i dun have it. you can try http://www.klsescreener.com/ to find out the list of company with good ROE， it will gv you some rough idea for ROCE(ROE and ROCE different only non Current Liabilities, if i am not wrong)
2014-09-02 12:40
if you are looking for CAGR of 15% then i would suggest DY of 5% and Growth of 10%. If you are comfortable with its Business model, then study its pricing.
2014-09-02 13:54
Thx stockperator, CARG 15% to 25% is my aim. DY is what i can scarified with better growth 15-20%.
Bruce88, you are welcome:)
2014-09-03 02:29
Hi what is 爬貼? the rest was annual report, qtr report & analysis but couldnt figure out 爬貼
2014-09-03 10:44
Good good. But is it a misconception that higher DY will sacrifice the growth? Or higher DY will Only means Good business Good ROE Good margin and strong cash flow and organic growth?
Well, you might be Right as well ya.
2014-09-03 14:46
some business having better used of money rather then giving all out as dividend. however, it depends on the management ability and business model it self. :D sure there is some good company with good DY with high growth.
2014-09-03 14:53
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You must have total confidence in this company for the next ten years ya and keep investing in it for next ten years ya.
2014-09-02 03:10