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[转帖] 持有老虎银行 - MAYBANK (1155) 40年 -1481倍的Return的神话!长期持有最好的证明 - H@rry

Tan KW
Publish date: Thu, 17 Apr 2014, 09:00 PM
Tan KW
0 432,099
Good.

 

 

 
Maybank这间银行只要是马来西亚人没有几个人不知道。
它是来西亚最大的银行,也是Market Capital市值最大的公司。今天的闭市价钱是RM9.83, 市值大约是871亿马币。
 
871亿马币 = RM8,710,000,000
 
我们不知道要做牛做马几十万年才能赚到这么多钱。今天的主题其实是,持有Maybank超过40年的话,你的return竟然是1481倍。不信的话,你可以去阅读冷眼前辈的《30年股票投资心得》。
上图的资料是赚自冷眼前辈的书籍。以上现在价值是以2003年10月初的股价计算,Maybank的颊股价为RM9.50.
以上的图标有着Maybank 40年的成长记录。假如你在1962年买进RM10,000 Maybank的股票。之后在它Right issue的时候用股息继续买进这些股份。1000股在40年后会变成1,559,250股。真的是很恐怖的成长率。看了这篇文章之后,我才确信长期投资 真的是可以致富的。不过,要买到这样的好股真的不容易,而且又有几个人可以持有一间公司的股份高达40年呢??
Maybank今天公布派发31仙的股息,全年的Dividend yield也有5%以上。可以说是所有的银行股里面股息最高的公司。
股价也因为派发股息的消息而上涨了8仙,来到了1个月以来 的股价新高。Maybank的平均Target Price是RM11.16,所以还有15%左右上涨空间。虽然这今年Maybank股价的表现没有很好,但是高股息以及稳定的业务表现是我看好它的原 因。最少每年都有个5%++的股息

总结:
Maybank的故事告诉我们,长期守着一间好公司的是值得的。所以我组合里的好股是不会轻易卖出的,除非是公司面临严重亏损或则穷途末路了,我才会卖掉它。不过我很好奇,我人生持有最久的股票会是哪一支?我投资才不到1年半,所以这个问题现在也没有答案,也许40年后就有分晓。大家不妨分享自己持有最久的股票是哪一支??持有了多少年?Return好不好??是否印证了长期持有才是王道的真理。

http://harryteo.blogspot.com/2014/04/663-maybank-40-1481return.html

Discussions
4 people like this. Showing 15 of 15 comments

JXRepcoBuffet

871亿 = RM87,000,000,000

2014-04-17 23:22

ohy2012

Yes, should be RM87,100,000,000

2014-04-17 23:30

Harryt30

Sorry for the mistake. I will amend it.

2014-04-17 23:44

ngck1979

May i know what is the value of rm10,000 at 40 years ago? According to my mum a bowl of mee was selling at 5cent.

2014-04-18 00:09

wyzwong

if 40 years ago a bowl of mee is 5sen, and nowadays a bowl of mee is selling at RM6, then RM10,000 40 years ago is equal to RM1,200,000 today.

2014-04-18 00:24

apprentice

5 sens was 80 yrs ago, 40yrs ago was rm1.00 for a good bowl of mee

2014-04-18 00:24

calvinwky168

Yes, during that time i bought nasi goreng or bihun with 5 or 10 sen.

2014-04-18 02:47

Wahlaueh

As per the above article, A bowl of noodle soup during that time (year 1962) should be around 5 Cents...

2014-04-19 17:32

Michael Jong

it is very good sharing info....thanks a lot :)

2014-04-19 17:45

Ant

40 yeas....

2014-04-19 20:39

stockoperator

amazing compounding rate of annual for long period of time. Investor should take this as example and continue to look for another maybank for next 40 years.

2014-04-20 16:12

stockoperator

Few people are this level Surely not the knowledgable one as they either always want to know their fair value Or always argue about macro views and they will always be Warren Buffet of the day during bull market.

How long can they last? Well as long as Bull market last i think.

Basic fact remains as the above example shown if you are not compounding you are earning nuts as simple question is How much can you earn in a single year ya?

2014-04-21 21:41

stockoperator

Always think in the context of ETERNITY in investment But WHY? Because of COMPOUNDING year after year.

2014-04-21 21:43

stockoperator

Company earning can be compounded year after year. Number of share holding can be compounded. Dividend yield can be compounded. please dont compound the stock price.

2014-04-21 21:49

stockoperator

the challenge remains as when we talk about efficient frontier and stock diversification and Long term investment and compounding return we are obliged and being challenged to build ONE.

2014-04-22 08:46

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