tag:blogger.com,1999:blog-58525437201385755032024-03-13T19:40:20.874+08:00股灵精探©股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.comBlogger209125tag:blogger.com,1999:blog-5852543720138575503.post-33070208024916226532020-04-15T10:16:00.000+08:002020-04-15T10:16:28.127+08:00啤酒与马来西亚经济<div class="separator" style="clear: both; text-align: center;">
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<br />股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com1tag:blogger.com,1999:blog-5852543720138575503.post-22004109020054235252019-08-29T22:35:00.000+08:002019-08-29T22:35:11.641+08:00云顶大妈GENM 第二季暂时过关!<br />
-相信2019全年营业额将会突破10 billion大关,首半年已达5.25 billion. <br />-暂时看不到税务提高对她到底有多大影响,等2019全年业绩再来观察<br />-Gaming和non-gaming revenue比例进一步乖离,non-gaming比例持续缓慢走高<br />-Finance cost 大幅升高,值得留意!<br />-Tax incentive的缘故,这季的Taxation明显低很多,假设排除这incentive,net profit将进一步萎缩,对比去年同期没增长,甚至小幅下挫<br />-6仙股息还是值得小小的安慰<br />-没炸弹已经是不幸中的大幸了(暂时安全)<br />-虽然营业额每年增长,但是EPS却是停滞不前!(又怪Accounting Practice? 🤣)<div>
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股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-60921202069588286872019-04-09T22:53:00.000+08:002019-04-09T22:53:23.144+08:00为何皇帽会超越喜力?喜力 HEINEKEN 一直以来都是超越皇帽CARLSBERG,股价亦是。<br />
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但是近来皇帽已经悄悄超越了喜力。<br />
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为何?<br />
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答案应该就在以下图表里:<br />
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实力超越对手,股价超越对手<br />
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铁证的事实和数据股灵精探http://www.blogger.com/profile/02523040404153624724noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-76221062696854858442019-04-01T23:14:00.000+08:002019-04-01T23:14:45.015+08:00截至2019年3月31日组合<br />
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<br />股灵精探http://www.blogger.com/profile/02523040404153624724noreply@blogger.com1tag:blogger.com,1999:blog-5852543720138575503.post-25913058304646295152019-03-26T23:33:00.000+08:002019-03-26T23:34:27.995+08:00SCGM来红- 等待是一门能耐训练<br />
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<br />- 它的最大隐忧莫过于它的贷款,第三季度又增加了接近4百万大洋的借贷。<br /><br />- 这些贷款利息开销不是开玩笑的。<br /><br />- 折旧开销还不需要那么担心,毕竟这笔款项不是钱不见,只是账目上的数字罢了。<br /><br />- 营运开销相信是搬运期间所蒙受的开销,并不是长久的 (目前还在搬着)。<br /><br />- 至于高原料价格,对比去年同期,原料价格明显回落,所以所谓的高原料价格是如何解释?<br /><br />- 营运现金流吃紧,很不健康。相信所收到的钱都拿去还贷款了<br /><br />其实,说真的,还有排等,问题来了,等候真的会等到春天吗?<br /><br />绝对是个共患难时期,小股东有必要陪伴么?大家自行定夺吧!股灵精探http://www.blogger.com/profile/02523040404153624724noreply@blogger.com1tag:blogger.com,1999:blog-5852543720138575503.post-4745420619030440792019-03-22T11:06:00.001+08:002019-03-22T11:08:04.493+08:00追踪成衣需求- 耐克 NIKE作为NIKE 成衣代工之一的MAGNI,对NIKE成衣的需求足以直接或间接影响MAGNI的订单和营收。<br />
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NIKE刚刚出炉的Q3业绩显示成衣需求依旧,中国大陆方面持续录得双位数增长。与上季度Q2同样保持同等涨幅。<br />
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美国方面的营收下滑是个隐忧。<br />
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从MAGNI 2018年报里可以看到,销售至中国按年大幅增长,这也足以印证NIKE在中国的销售额相比其他区域录得大幅度提升的情况。<br />
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中美贸易战会否影响这个趋势?股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com1tag:blogger.com,1999:blog-5852543720138575503.post-86625149195098641352019-03-22T10:24:00.000+08:002019-03-22T10:24:15.867+08:00持续派高息的背后- 皇帽 CARLSBERG<br /><br />
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<br />股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-326819655227553192018-09-28T12:26:00.000+08:002018-09-28T12:26:36.682+08:00 【MAGNI 第21届股东大会】乔治市,槟城<div style="font-family: "helvetica"; font-size: 12px; line-height: normal; margin: 0px;">
<span style="font-size: 12pt;">去年来不成,今年一定要来。谁知道明年就没这机会了呢?😜</span></div>
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<span style="font-size: 12pt;">出席人数并不多,大概算了有50多个人。</span></div>
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<span style="font-size: 12pt;"></span><img alt="" id="id_cbc7_7bd8_810d_e839" src="https://lh3.googleusercontent.com/-_Q68fiVm4r0/W62siD-s_XI/AAAAAAAAA1k/hAMA4dNecoId7tCf2nmqppBScRtIOo8CgCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 298px;" title="" tooltip="" /><br /></div>
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<span style="font-size: 12pt;">有早餐自助餐喂饱股东,食物是不错。</span></div>
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<span style="font-size: 12pt;">可惜他们并没有安排Q&A session,所以只好在场外博取机会向MD Tan Poay Seng发问。</span></div>
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<span style="font-size: 12pt;">1)什么原因造成营业额出现下滑?</span></div>
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<span style="font-size: 12pt;">外汇波动(美元走弱)等等因素都会造成营业额下滑(订单减少)。</span></div>
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<span style="font-size: 12pt;">2)接下来的营业额是否会有起色?</span></div>
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<span style="font-size: 12pt;">MD说他们会努力!</span></div>
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<span style="font-size: 12pt;">3)对于依赖单一主要客户是否是个巨大风险?</span></div>
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<span style="font-size: 12pt;">这个风险我们已经谈了30年 (现场一片哄堂😆)MD说他们注重品质和良好的客户关系,他们已经与Nike合作了几十年,他们要求什么我们很了解。他们也有和Lacoste 合作,但是量不大。</span></div>
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<span style="font-size: 12pt;">4)在越南的两座新厂将会提升产能</span></div>
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<span style="font-size: 12pt;">5)NIKE 向来都录得成长,甚至是双位数增长,但是这没有反映在MAGNI 的业绩里,尤其是最近几个季度。这是不是因为来自NIKE的订单减少?</span></div>
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<span style="font-size: 12pt;">我们不能这样做对比(原来我错了?🤔)</span></div>
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股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com1tag:blogger.com,1999:blog-5852543720138575503.post-27920911129555425832018-09-26T23:22:00.001+08:002018-09-26T23:22:28.320+08:00NIKE持续增长,MAGNI呢?<div class="separator" style="clear: both; text-align: center;">
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<br /><br />最近几个季度的性情不稳,业绩时好时差。前两个季度也经历过业绩炸弹,上个季度稍微好转,但是营业额稍微萎缩。真让人捉摸不到。<br /><br />扩展产能中将会设立两座新厂,第一座新厂已经在今年3月营运,目前还未出现任何突破性贡献。第二座新厂正在兴建当中,预计2019年中完成。至于营业额无法增长是不是产能已经顶峰了呢还是订单减少呢?<br />季报中有提到订单减少,如果订单减少,将来两座新厂完全投入生产后是否会出现产能过剩的隐忧?<div>
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这些问题只好丢回管理层。<br /><br /><div class="separator" style="clear: both; text-align: center;">
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<br /><br /><br />NIKE在昨天出炉的2019年第一季度(截至8月31日)报告录得双位数增长。APPAREL在全球都录得双位数的增长(除了北美洲 8%),至于这是否将会反映在MAGNI未来的表现就有待观察,毕竟前几个季度的表现有脱轨的现象。<br /><br />虽然目前手上的股份属于免费股,但是如果看不到它的持续性成长,是否可以考虑清空?<br /><br />本金都已经拿回来了,留着免费股每年领股息不好吗?<br /><br />MAGNI每年的派息率都有至少30%以上 (2018-35.6%, 2017-31.2%, 2016-35.7)。假设EPS每年都保持在50仙以上,每年的股息大约是20仙左右。当然如果少赚的话股息也是会下调。<br /><br />心里有好多疑问,希望这次有机会从管理层的口中得到理想并诚实的答复,然后再考虑下一步怎么走。<br /><br />“老狐狸“又出现在2018年报中的30大股东名单中。。。</div>
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股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-19384773765693321072018-09-23T16:21:00.002+08:002018-09-23T16:23:43.024+08:00SCGM第11届股东大会 (古来)<div class="separator" style="clear: both; text-align: center;">
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这是投资生涯8年以来第二次出席股东大会,第一场是今年4月底的NESTLE 股东大会。</div>
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从古晋飞往新山的航班一天只有两半(早晚一班),早上9点抵达士乃国际机场,到了机场有点迷茫,说实在这趟“旅程”什么功课/准备都没做,到了机场才忙着google找找看哪里可以去,可以吃些什么。为了先医好肚子,先买一条subway塞肚子,一边塞,一边找着下一站。</div>
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最后决定到Johor Premium Outlet (JPO)看看,在机场大厅瞄到有免费接驳巴士到JPO,原本打算乘搭GRAB前往 。</div>
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包了一辆巴士前往JPO,整辆巴士只有我一位乘客,司机很无奈无论如何都得开车。我也不想的,我也很惭愧!</div>
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大约10点到了JPO,也许是还早的关系,也有可能是工作日的关系,非常冷清。稍后会看到零星的“旅客”,目测都是外国游客</div>
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JOHOR PREMIUM OUTLET与GENTING PREMIUM OUTLET一样是 GENTING PLANTATION BERHAD旗下的业务之一</div>
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在这里待了有一个小时,包括有花了一些时间找着下一站</div>
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找到一家 GC GOOD COFFEE,点了GRAB就走了。</div>
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有GRAB真的去哪都超级方便。</div>
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有位股友私讯,说他也会上古来出席AGM,我们可以约吃个午餐然后一同前往AGM。</div>
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(哇!真大胆竟敢上陌生人的车子?!)</div>
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我又不是美女,怕什么? 嘿嘿🤭</div>
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虽然大家都没见过面,也没聊过,但是借由股票投资把我们给联系了起来,这种感觉挺妙的!</div>
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他带我去了一家面馆,无意中让我回味下云吞面和炸云吞的味道(那味道与雪隆的云吞面味道一样),很棒!</div>
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终于来到了SCGM位于古来的新厂房。</div>
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现场总共有大约七八十为股东兼代表出席,也看到许多年轻的面孔。管理层说这是前所未有的出席人数。</div>
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会场以播放新厂从地基到完成的影片作为开场,然后讲解公司在2018财政年的表现和2019财政年的展望,投票,茶点,问答环节,最后参观新厂。</div>
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<b><u>问答环节</u></b><br /><br /><b>1)政府在环保课题上所拟定的条规以及社会对环保意识的加强对公司的产品有影响吗?</b><br />对于政府对这方面的条规/立法目前尚未明确,不过公司的产品都是符合环保要求(21天内腐化),也获取SIRIM认证。<br /><br /><b>2)公司的现金流一直处于负数,管理层如何应对?</b><br />公司会致力提高营业额来提高公司的现金流。<br /><br /><b>3)公司会否在将来展开企业活动corporate exercise ?</b><br />有可能,比如private placement,如果有任何机构投资者不排除会执行。<br /><br /><b>4)公司的40% dividend payout policy是否维持?</b><br />李主席非常肯定将维持,而且会更好。<br /><br /><b>5)公司的产品在市场上的竞争力如何?公司如何确保产品在市场上具备竞争优势?</b><br />主席说SCGM是市场上的领头羊(leader)。我们不只是说说而已,我们都是有精心规划,并致力做到最好。我们的产品设计都处于自家,并申请了设计产权,我们的产品有绝对优势。<br /><br /><b>6) 产品原料 RESIN是否以美元采购?公司有没有做对冲?</b><br />原料是locally sourced, 所以是以马币采购<br /><br /><br />以下是股灵精探发问的问题:<br /><br /><b>7) 公司提高产品售价是否会影响销量?</b><br />我们在近期的6月份又提高了产品售价,这个effect会在8月和9月显现出来。Resin价格一直以来都呈上升趋势,目前已趋稳。在即将公布的第一季业绩将会看到new figure。(第一季录得新高营业额)<br /><br /><b>8)谁是SCGM在马来西亚市场上的主要竞争对手?</b><br />论饭盒(lunch box),有好多家,比如TOLI, ACE, Chunbe 等<br /><br /><b>9)搬迁机械从旧厂到新厂是否严重影响production?</b><br />机械是逐步搬迁,不是一次过搬,所以需要耗时几个月(12月全面投产)。我们将确保production & revenue 不会受到影响。<br />参观新厂房的时候看到有10台机械,8台在运作中。产品的运输设备还未正式启用。整件工厂将采用工业4.0理念,全面机械化,人力运用方面大大减少,观察后的确发现一整大台的生产机械基本上只需要一个人来运作,主要在包装/打包成品进箱子然后出货。<br /><br /><b>10)公司有安排接班人吗?</b><br />李主席说如果没做好“富不过三代”。如何富能过三代?我们得给予下一代最好的教育。世界在改变,科技日新月异。以前的阿公阿嬷时代,小学六年级毕业就可以当公司主席,现在这个时代已经行不通了。我有3个孩子都在公司管理层,4兄弟中另一个兄弟的两个孩子也在公司的营运管理层中。我们将会引进更多专业人士来营运公司。下一次的股东大会也许会看到更多专业人士在公司里。<br /><br />这次股东大会其中一项值得期待的活动就是参观新厂房。由于禁止携带手机进入厂房所以无法拍摄任何照片。<br /><br />新厂房很大,目前还很空。整个生产过程都以自动化机械操作,从原料->热成型->包装->上车都以输送带输送,之前在旧厂都主要以人力操作。厂房的建筑结构主要以IBS (INDUSTRIALIZED BUILDING SYSTEM) 组成,所以这是为什么它能在短时间内完成,厂房采用天然采光,白天基本上无需开灯作业。新厂范围内有员工食堂和员工宿舍,之前需要提供巴士载送员工每天来回宿舍和厂房。<br /><br />基本上,这些就是当天的重点摘要。新工厂很大,目前还有许多空间来容纳生产机械,整个工业4.0的科技,配合全自动化的输送带系统,相信将来在成本控制和效率方面会大大提升。<br /><br /><br /><div class="text_exposed_show" style="display: inline;">
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股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com2tag:blogger.com,1999:blog-5852543720138575503.post-8959497387017470682018-06-19T22:45:00.000+08:002018-06-19T22:45:09.700+08:00SCGM 未来如何?SCGM (7247),国内其中一家有规模的塑料包装生产商(食品,电子,医疗),业务包括国内和出口到国外。国内营业额占总营业额超过60%,这个比例一直在增长当中,可见国内的需求保持强劲,也代表公司在努力扩张国内市场的份额。<br />
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在马来西亚,塑料包装生产商不胜枚举,上市和没上市的都有。要在国内的激烈市场中竞争,还得在价格和产品素质方面多下点功夫。<br />
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2017财政年股息派发率低于50%,过去3年派发率都高于60%。这也许是公司需要把钱用在扩充厂房方面。<br />
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对比2017年报,截至2018财政年第三季,公司现金减少,借贷增加。目前不属于净现金公司。<br />
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2014年开始投资SCGM,当时的本益比只有8,股息率有5%。<br />
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公司在2017年开始投入大笔资本开销 (CAPEX) 以扩充生产线,花54 million兴建新厂房,把生产量从每年36 million kg 增长至每年62.6 million kg,提高74%。公司上一次扩张生产线是在2009年,把当时的厂房面积从40,000 sq feet 扩张到170,000 sq feet,公司的营业额随后5年大幅度增长。由此可见,接下来5年的业绩非常可期。<br />
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新厂房已经在4月底获得入伙准证</div>
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由于产能几近饱和,业绩在没有强劲动力的增长下,SCGM 股价从去年3块多高峰后开始往下近60%,历时半年之久,一直到今年4月才回稳。随后在4中和5月中有明显的拉升(价量齐升)后横摆,昨天开始又有一股明显的拉升,亦然是价量齐升的情况。</div>
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接下来几个季度的业绩只要无出现严重下跌的情况,相信股价下跌的空间应该不大。至于业绩会不会有惊喜,也就是大幅回升,机会应该不大,毕竟新的生产线还未贡献业绩。当然原料价格回升和人力资源开销上涨等等也是值得关注的元素。</div>
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卓越的公司需要卓越的管理层掌托,李氏四兄弟绝对是卓越的公司掌门人</div>
<br />股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-13483260245227477492018-06-16T13:19:00.001+08:002018-06-16T13:19:18.802+08:00存股+耐心=?<br />
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投资需要耐心,这是不争的事实,也有许多案例足以证明。当然前提是你得投对股,选对的公司产业。<br />
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这里就以MAGNI(俗称美女)来做参考。假设你在2013年以RM2292买了1000股的美女,这5年来没有手痒,一股都没卖,牢牢锁在保险箱里。如今你手上美女的价值是多少?<br />
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以上的table足以一目了然,这5年来领了84仙的股息,分了一次红股。因为分过红股,手上的股数也从1000股变成1500股。如今你手上的美女每股本钱是78仙<i><b>((当初透入的资金 - 股息总额)/总股数)</b></i><br />
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以目前每股5.47计算,你目前1500股的美女价值RM8205,对比当初投入的本金和所领取的股息总数,5年来这笔投资的净回酬是600%。<br />
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这就是存股和耐心的威力。股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-41302144661505040612018-06-14T22:38:00.002+08:002018-06-14T22:38:55.185+08:00MAGNI的“精髓”所在- SIP<div class="" data-block="true" data-editor="df1ea" data-offset-key="ces9p-0-0">
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South Island Garment Sdn Bhd (SIP), a 100% wholly-owned subsidiary of MAGNI.<br />
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SIP与NIKE已经合作了33年!(1985-2018)</div>
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<b>【Dependence on major customer】</b></div>
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SIG’s current business is largely dependent on the sale of woven sportswear to Nike, Inc. (“Nike”). Sales to Nike accounted for approximately 75% of SIG’s revenue for the financial year ended 30 April 2005. </div>
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SIG has enjoyed a cordial relationship with Nike for the past 20 years since 1985. Being a supplier of Nike apparels, SIG is required to adhere to a strict set of compliance rules known as the “Nike Code of Conduct”. Due to SIG’s emphasis on quality control and successful business ties with Nike, Nike has appointed SIG as one of the tier-1 woven manufacturers of Nike apparels worldwide. To be a Nike tier-1 manufacturer, SIG must maintain a high and consistent performance in its on-time delivery and quality of its apparels. The privilege of being a Nike’s tier-1 manufacturer is that Nike is committed to prioritising the production capacity offered by its tier-1 manufacturers. Although SIG continuously strives to improve its quality assurance, delivery and customer service, there can be no assurance that SIG will continue to have a cordial business relationship with Nike, and that Nike would not remove SIG as a tier-1 woven manufacturer of Nike products. Nike, being a global company, has the flexibility in sourcing for other manufacturers worldwide and is not dependent on any single manufacturer. </div>
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The Board of SIG also seeks to mitigate these risks by looking out for other strategic customers which have a relatively wide range of products that would be able to provide SIG with a constant flow of orders. Although the Board of SIG seeks to mitigate its risks by looking out for other strategic customers, it also strives to strike a balance between the need to minimise its business risks via a larger customer base and the risks arising from its focus on certain major customers to ensure better profitability.<br />
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<b>【Brand loyalty 】</b><br />
The success of a particular brand is mainly dependent on the consumers’ loyalty, and updated fashion and quality associated with the brand name. With Nike’s products being the main product produced by SIG, SIG does not have any control over Nike’s brand loyalty. Nike is the largest seller of athletic footwear and apparel company worldwide. In the past years, Nike has achieved remarkable growth which reflects its consistent effort and ability to capture and sustain market share. Hence, the risk of brand switching by Nike’s customers is well monitored. If Nike’s reputation and business performance is affected, there can be no assurance that the financial performance of SIG would not be affected. In view of SIG’s capability to develop and produce a wide range of product types ranging from basic to highly technical seam sealed garments, the Board of SIG is confident that it would be able to switch its operations to serve other customers such as Adidas, Fila, Puma and Reebok whom they had working relationships with.<br />
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<b>【Future prospects and plans of SIG】 </b></div>
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SIG has been involved in the apparel industry since 1975. With 30 years of experience in this industry, SIG has built a good reputation in the apparel industry and is known among its customers as a reliable and consistent manufacturer of high-quality and sophisticated woven sportswear. With its established presence in the apparel industry and good reputation, SIG has been able to expand its customer base to include the most strategic players such as Nike in the sportswear sector. </div>
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SIG has identified Nike as its main strategic customer as SIG has enjoyed a good working relationship with Nike for more than 20 years and Nike is the largest seller of athletic apparel in the world and a provider of a wide range of product mix. SIG is also one of Nike’s tier-1 woven manufacturers of Nike products worldwide. Being a tier-1 contract manufacturer of Nike, Nike is committed to prioritising the production capacity offered by its tier-1 manufacturers. </div>
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SIG received the “Outstanding Performance Award” from Nike in 2005 at the Nike Supplier Summit Year 2005. The award marked Nike’s recognition of SIG’s performance and is based on consistent achievement of at least 95% on-time delivery, less than 1% quality defect rate and compliance score of grade A for the past 1 year. </div>
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Nike has revenue and cost of sales of USD13.740 billion and USD7.624 billion respectively for the financial year ended 31 May 2005. Nike has targeted to increase its business volume with SIG by approximately 1.5 times by the year 2007. As such, SIG’s future business development with Nike is promising given that SIG places utmost importance on the quality of its products, and SIG’s revenue from Nike is very minimal as compared to the overall business revenue of Nike. The Board of SIG believes that this will bring rapid growth to SIG in terms of business volume and profitability.</div>
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To retain Nike’s confidence in its products and to remain as Nike’s tier-1 woven manufacturer, SIG is committed to increase its production efficiencies and capacities, and maintain its quality assurance. </div>
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To cater for the increase in production capacity, SIG plans to increase its manufacturing plants or production lines in Vietnam by entering into new business collaborations with its existing joint venture partner in Vietnam, and to expand its manufacturing facilities to other countries which have a lower cost of production. SIG is also on a constant look-out for other strategic customers which have a relatively wide range of products to provide SIG with a constant flow of orders to mitigate its risk of cyclical sales.</div>
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SIG’s persistence and aggressive efforts in cost management, production efficiency and effectiveness, shorter lead time and “lean” management concept have also enhanced SIG’s profitability.</div>
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股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-29690164909567631582018-06-10T12:10:00.001+08:002018-06-10T12:10:51.038+08:00NIKE & MAGNI 撇不开的关系MAGNI是NIKE其中一家代工,而NIKE是MAGNI主要客户,Garment segment 占总营业额89% (根据2017年报)。虽然年报里没注明客户是谁,但大家都知道MAGNI的主要客户是NIKE。有鉴于此,NIKE的财务表现也直接对照着MAGNI的财务表现,可说是一面镜子<br />
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过去5年,无论是营业额,营业利润和税后盈利,NIKE和MAGNI的表现几乎一致。2018财政年截至第三季的表现两家公司都出现放缓的迹象。NIKE第三季的税后盈利出现严重下滑主要归咎于刚刚在2017年12月生效的新税法,导致附加税务开销暴增(transition tax on our accumulated foreign earnings and the remeasurement of deferred tax assets and liabilities)。不过这些附加税务属于临时估计(provisional estimate),公司完成评估后将会作出适当的修改。<br />
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NIKE garment在欧洲,中东,非洲,中国大陆,亚洲太平洋区和拉丁美洲(除了北美)的销售额均取得双位数增长。<br />
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两家公司将会在六月公布第四季财务报告。股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-54738916205509855032018-05-27T11:23:00.000+08:002018-05-27T11:23:59.941+08:00【投资有道】股票投资的迷思,你搞清楚了没?<br />
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股灵精探感到非常荣幸有这机会受邀上City Plus FM分享自己对股票投资的见解与看法。这些内容并不代表都适合每个人去应用,也不奢望每个人认同股灵精探的看法。纯粹是个大家互相学习和互相交流的平台。<br />
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第一段已经在星期五播出,下一段将会在六月八日播出。欢迎大家互相交流和学习<br />
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谢谢<br />
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股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-27508471125038600412018-04-27T01:14:00.002+08:002018-04-27T09:49:37.275+08:00NESTLE 股东大会 2018 (26 Apr 2018)<div>
2013年11月18日贸贸然以69.48的价格买入Nestle,当时并没考虑很多,主要会想买入是因为自己每天都喝milo,就这样很大胆的把它吃下去,以一个散户来说这样的股并不会是首选。一收就是4年多,而今天终于有机会亲自见识了真正所谓的上市公司的股东大会,我,依然是一只小小菜鸟。</div>
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奔波了一整天终于可以坐下来把今天的股东大会记录下来,如果今晚不把它打出来恐怕到了明晚已经忘得一干二净了。</div>
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今早带着澎湃的心情出席雀巢 NESTLE AGM,8.30am抵达会场(我知道我很kiasu早早就到,照理不需要这么早到那里等)。用身份证注册后就以redemption voucher 去领取早餐和最令人期待的door gift。</div>
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<img alt="" id="id_5eb1_7a5b_60ba_f64a" src="https://lh3.googleusercontent.com/-mmfd5Ws1YYk/WuIIvox24LI/AAAAAAAAAn0/OU5St5wKizYXm7hdLPATBHEa0f9lFGDiwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 348px;" title="" tooltip="" /><br />
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);"><br /></span></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">这是早餐,至于好吃吗?10分给5分</span></div>
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<img alt="" id="id_3568_4991_ae48_1366" src="https://lh3.googleusercontent.com/-i8HP-HPXwhA/WuIIv7gUymI/AAAAAAAAAn8/yXn9KMvJ63keRVqsauPkIXVhYVbK2IqvwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 348px;" title="" tooltip="" /></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">万众期待的goodie bag里到底有什么?</span></div>
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<img alt="" id="id_9ed5_d888_6b74_1ff7" src="https://lh3.googleusercontent.com/-gkJFUKiddQY/WuIIwAYurMI/AAAAAAAAAoA/Cky09-hJ9rIBmNf_H8p-9nqDS9lJalDSACHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 352px;" title="" tooltip="" /><br />
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这袋东西不轻,要在离开吉隆坡之前尽量解决掉<br />
<img alt="" id="id_5405_7c56_a6d_6931" src="https://lh3.googleusercontent.com/-69bfCx_7h5g/WuIIwXTlTHI/AAAAAAAAAoE/IndPYCenXgAgD42LfNh49Yyc78qV6mLcwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 353px;" title="" tooltip="" /><br />
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);"><br /></span>在会场有免费供应3种类型饮料。<br />
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新产品:Nestum 芒果+橙 3合1麦片 (喝了一杯)<br />
<img alt="" id="id_4fac_b232_882e_5c3a" src="https://lh3.googleusercontent.com/-8cwUzLFO97k/WuIIwgzt-jI/AAAAAAAAAoI/KCxOrU83HXYZ-qOFjCuCBOvzKNkz9SLaQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 349px;" title="" tooltip="" /><br />
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与小学时期milo车一样味道的冻美禄!爽!(喝了4杯)<br />
<img alt="" id="id_94f5_35ab_1959_29e7" src="https://lh3.googleusercontent.com/-bozRTSGXxmY/WuIIw_oLheI/AAAAAAAAAoM/Yo-Rdde6-A4ZveFIt37xM6HjP-zsaBvAACHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 350px;" title="" tooltip="" /></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">Nescafé: Original, Kaw, Zero (喝了4杯)</span></div>
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<img alt="" id="id_85a8_6253_58e8_2217" src="https://lh3.googleusercontent.com/-l2MHF1aRDCc/WuIIxEvKAfI/AAAAAAAAAoU/VYyPkBV0f80CsChtJBzdZYr4dvP0M7fkQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 352px;" title="" tooltip="" /></div>
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<img alt="" id="id_eecc_9c40_8f72_1e7d" src="https://lh3.googleusercontent.com/-z4u1msZaZ-g/WuIIxHNcYYI/AAAAAAAAAoQ/CDkI1cMQEkEB4NZ5XqQZHWbsFvhQqdgggCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 349px;" title="" tooltip="" /><br />
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<img alt="" id="id_1a5a_137_5351_e2ef" src="https://lh3.googleusercontent.com/-AFpjJhM_O4E/WuIIxFNL3eI/AAAAAAAAAoY/QA9fejhoCYQDF38VuK4ZdMi12EoxT2WpwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 348px;" title="" tooltip="" /><br />
<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);"><br /></span>现场气氛<br />
<img alt="" id="id_2253_20b6_7f70_2d91" src="https://lh3.googleusercontent.com/-6BxBH7Og9Tg/WuIIxnOMVXI/AAAAAAAAAoc/E4XHGO9ewskWfIQE8Orhp-qkiaA8IbieACHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 351px;" title="" tooltip="" /><br />
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<img alt="" id="id_3c61_290d_4648_6e92" src="https://lh3.googleusercontent.com/-Mpp6pk_rKqA/WuIIxlhR4xI/AAAAAAAAAog/X8G_L3AQ-RwxdOBtrvxY5ImtQ4mkuCeZgCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 357px;" title="" tooltip="" /><br />
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<img alt="" id="id_6b72_4d51_da05_783f" src="https://lh3.googleusercontent.com/-IAb5cERQLCs/WuIIxw2NtiI/AAAAAAAAAok/3nS8OdGyQVQUZzA_ulWvNMHuVhmZNF-nQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 362px;" title="" tooltip="" /></div>
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好多uncle aunty, 青年真的占少数 (老人股)</div>
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<img alt="" id="id_5c78_e83f_3d70_54e" src="https://lh3.googleusercontent.com/-mSpFAUFwH0k/WuIIyGV7I0I/AAAAAAAAAoo/JrEJPe5VLM49_pqArTCGWgIQBNN_VhZkwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 358px;" title="" tooltip="" /><br />
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9.50进入会场</div>
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<img alt="" id="id_36e0_2078_cd98_5d49" src="https://lh3.googleusercontent.com/-V6w_4dMPVNc/WuIIyVP145I/AAAAAAAAAos/8ASAYUoF_fsKoUY_HA9-MM123cKMIkrkQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 357px;" title="" tooltip="" /><br />
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<img alt="" id="id_13d_aadb_6c8d_1dab" src="https://lh3.googleusercontent.com/-5TXB21RXXh8/WuIIyfexPzI/AAAAAAAAAow/qaD44z_Ru7EnpMh_GWfdezN-OVwxQRVUQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 359px;" title="" tooltip="" /></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);"><br /></span></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">会议开始由集团主席致辞,接着由CEO叙述公司在2017的表现,以及稍微带过2018第一季的成绩。</span></div>
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<img alt="" id="id_60e1_9188_b5ca_4218" src="https://lh3.googleusercontent.com/-mh6mfeIH7II/WuIIynV-65I/AAAAAAAAAo0/gtacuymgRPkk8LRSlZiWSkjNo1CJYMsxwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 338px;" title="" tooltip="" /><br />
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<img alt="" id="id_a6c4_e0fe_7ed5_41cb" src="https://lh3.googleusercontent.com/-eU9y4vc3uqw/WuIIyz660vI/AAAAAAAAAo4/nkQAF_oxljA3gxz2lMiTqvyzIPGL3vZ5gCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 335px;" title="" tooltip="" /><br />
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<img alt="" id="id_478a_d670_690d_cb57" src="https://lh3.googleusercontent.com/-0xgCB0b2giE/WuIIy4bzukI/AAAAAAAAAo8/0MNXnUtj8QAnymvcDoVRM34FZQixSs7rwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 336px;" title="" tooltip="" /><br />
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<img alt="" id="id_e4bb_7c3e_db32_e392" src="https://lh3.googleusercontent.com/-6g2Tik_8q-o/WuIIzAzBjqI/AAAAAAAAApA/u9IpnMjiN1Q3wNqa6clCpYm8CNc73xDJwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 339px;" title="" tooltip="" /><br />
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<img alt="" id="id_c7d9_5882_f6a0_baac" src="https://lh3.googleusercontent.com/-drttp_tcQo4/WuIIzo7xe1I/AAAAAAAAApI/bDROo5KeDxAVGuhzT0au-SJhvIh8WvJ0gCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 342px;" title="" tooltip="" /><br />
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<img alt="" id="id_54c7_e121_bcae_b882" src="https://lh3.googleusercontent.com/-vLv-QvgFOEA/WuIIzikSLZI/AAAAAAAAApE/2OnPdY_lwGEe4qhhexPKiTZ_icX84mxiQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 342px;" title="" tooltip="" /><br />
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<img alt="" id="id_ac8b_172d_236_6e96" src="https://lh3.googleusercontent.com/-mq8S0PsMPEE/WuIIzhOxDUI/AAAAAAAAApM/nLFJvQHjeWMHtBgV3ChuJwi-37CKTp9CwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 342px;" title="" tooltip="" /><br />
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<img alt="" id="id_779e_565a_2c6c_aff2" src="https://lh3.googleusercontent.com/-MZvqQ7coZSI/WuII0qHY-xI/AAAAAAAAApU/UaG_T3v2p5sq5D02Bxnbdd03F7BIOOBfQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 342px;" title="" tooltip="" /></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);"><br /></span></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">重点:雀巢在马来西亚的市占率有15.5%</span><br />
<img alt="" id="id_6b38_d6a_1259_7a4d" src="https://lh3.googleusercontent.com/-e8BpaKOtLlg/WuII0mhVQ3I/AAAAAAAAApQ/6XOpnCxP9T0Io0rkcw_ll4hqAgswfS1qgCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 341px;" title="" tooltip="" /><br />
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市占率强过对手这么多?竟然强过F&N和Dlady<br />
<img alt="" id="id_1511_9616_ec3c_36f4" src="https://lh3.googleusercontent.com/-QlrDDLi9jPM/WuII0xTb5VI/AAAAAAAAApY/K7sMt5j_vDgvT7nEimIDwIT_20c1mQF8QCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 347px;" title="" tooltip="" /><br />
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<img alt="" id="id_aeec_fcd5_4a5b_81cc" src="https://lh3.googleusercontent.com/-gTelIkJtqQ0/WuII01pQf3I/AAAAAAAAApc/FPXRzuH6vEEX-nPdjs4qsQ7aBGxLaTeegCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 348px;" title="" tooltip="" /><br />
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<img alt="" id="id_e3d1_adc3_bc7e_8377" src="https://lh3.googleusercontent.com/-Md0ydNCQdIk/WuII1IKkmQI/AAAAAAAAApg/BS89WtKBhWoFTNwL8iQqRIcicYFCxz-_wCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 354px;" title="" tooltip="" /><br />
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NESTLE主要功臣之一: MILO<br />
<img alt="" id="id_c055_1d89_7d6f_6635" src="https://lh3.googleusercontent.com/-6AW3M3tKZjM/WuII1eIUWqI/AAAAAAAAApk/YkqquPLBkfQs75K7va6HXQLI-MUtBO9FwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 358px;" title="" tooltip="" /><br />
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<img alt="" id="id_d508_9c5d_73bc_caba" src="https://lh3.googleusercontent.com/-I1OzeKK4ssY/WuII1V6WG2I/AAAAAAAAApo/wRk9OvpxR28VtDOYIG_iIM5OMz2o24gxgCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 354px;" title="" tooltip="" /><br />
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公开的秘密:CEO说MILO没有secret recipe,虽然没有secret recipe,依然没有对手能完美复制出来。<br />
<img alt="" id="id_a3fc_bca0_92d6_a32d" src="https://lh3.googleusercontent.com/-cRJxTZWioBo/WuII1qd1E8I/AAAAAAAAAps/FmjKo60uGM4Am6ERz4mjKrWGkOMNc2V0gCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 366px;" title="" tooltip="" /><br />
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<img alt="" id="id_2338_d5fa_fafc_952" src="https://lh3.googleusercontent.com/-ro6m6rqDt8k/WuII14eiuJI/AAAAAAAAApw/E4F1ooUXDb4WWMSuoPfmzNMJckitcmZFQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 364px;" title="" tooltip="" /><br />
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<img alt="" id="id_9f3d_3ba4_1e4e_a9d6" src="https://lh3.googleusercontent.com/--I07MBxdEn4/WuII2EkkGUI/AAAAAAAAAp0/cAg8KU9IApE-U_kAvt_LUBhH9sE_ZF9bwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 365px;" title="" tooltip="" /><br />
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<img alt="" id="id_ea4_1628_e51a_399" src="https://lh3.googleusercontent.com/-2TyPR7916Ao/WuII2XchkWI/AAAAAAAAAp4/44SjJAOWmlwB3XwGUbERBojX_2VptmywwCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 372px;" title="" tooltip="" /><br />
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">其他重点:</span>-2018第一季好的开始,CFO对今年的展望表示非常乐观,肯定将会比去年赚更多 (原产品价格下调;马币升值)</div>
<div>
-我想问的问题,其中一位股东问了,关于share split/bonus issue,CEO微笑的回答:“目前并没有这计划,虽然管理层内部会议中常有提出”</div>
<div>
-继续强打广告</div>
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-持续加强E-commerce</div>
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-更多新产品推出市场</div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);"><br /></span></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">总结:</span></div>
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<span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0);">Nestle在市场的地位强悍,产品非常多样化。本身有个建议,强化牛奶ready to drink 小包装系列 (Dlady做得很棒)。</span></div>
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股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-60885001915429781892018-04-24T21:55:00.001+08:002018-04-24T21:55:43.587+08:00MILO在你心中的地位有人发现市场上有这个产品吗? 这是雀巢刚推出不是很久的产品,之前便利条多数局限于3合1 milo,鲜少有kosong款,反而咖啡就有kosong款。对于那些对3合1饮料却步的人士这绝对是个福音,带出门也方便~<br />
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<a href="https://1.bp.blogspot.com/-CdldDFb90-I/Wt8yVjd7WiI/AAAAAAAAAmk/xatAYkd9bb82-8acT_HHqhiXR7oXa1_1ACLcBGAs/s1600/Photo%2B24-04-2018%252C%2B21%2B18%2B40.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1200" data-original-width="1600" height="300" src="https://1.bp.blogspot.com/-CdldDFb90-I/Wt8yVjd7WiI/AAAAAAAAAmk/xatAYkd9bb82-8acT_HHqhiXR7oXa1_1ACLcBGAs/s400/Photo%2B24-04-2018%252C%2B21%2B18%2B40.jpg" width="400" /></a></div>
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我的大女儿从小喝奶粉会要求加milo粉跟奶粉一起冲泡 (当然是3岁后的事,年龄太小不好喝这些附加品),一直到现在6岁只要有冲泡奶粉,milo粉是绝对少不了。<br />
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最近小儿子也开始要求加milo粉,甚至跟着你看着你泡,确定有把milo粉加入奶瓶。<br />
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也太巧合了吧,怎么两个都对milo粉如此钟情,也许只要看到冲泡出来的奶带有褐色就可以了,不一定是非得milo。<br />
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话说回来,还真的是有遇过有人对milo的依赖,没milo简直不行啊!<br />
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对我而言,巧克力饮料首选绝对是milo。每个人家里都会有milo是吧?不是milo那就是vico 或ovaltine了。<br />
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NESTLE刚刚在傍晚公布了2018年第一季财政报告,没惊吓也无惊喜。Q1也是传统旺季,归功于农历新年效应。<br />
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至于股价,似乎在趋稳,有稳固地基的趋势,短期内应该不会有很大的波动,除非综旨成分股的地位受动摇。</div>
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<a href="https://3.bp.blogspot.com/-JWR_1ZOBSdE/Wt822Os5SqI/AAAAAAAAAnI/-quBC8egbl4-hVB71KUgNnh00ZKuIBfiQCLcBGAs/s1600/2018Apr-NESTLE-800x600.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="600" data-original-width="800" height="480" src="https://3.bp.blogspot.com/-JWR_1ZOBSdE/Wt822Os5SqI/AAAAAAAAAnI/-quBC8egbl4-hVB71KUgNnh00ZKuIBfiQCLcBGAs/s640/2018Apr-NESTLE-800x600.png" width="640" /></a></div>
<br />股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-40461551915197959872018-04-23T22:49:00.000+08:002018-04-23T22:49:02.830+08:00不买大象股所谓的大象股就是股价偏高的股票,每个人对高价股的定义不同,有些人认为一股超过10块钱的股是高价股,而有些人却认为一股超过5块钱就已经是高价股了。<br />
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很多散户较偏向于低价股,因为价格便宜,买到的股数也会高很多,毕竟买高价股的话如果资金不多顶多只能买个几百股或几千股,因人而异。买个几百股,甚至一百股有何意义?等它股价涨或开翻简直是等到花儿也谢了啊!这是绝大多数散户通有的想法。<br />
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高价股真的是贵吗?其实贵不贵并不是单看股价来判断,股价20元的股票不一定是贵,它可以是因为股数低,公司年年成长,年年派息,股票没有分拆过,没派过红股,所以股价只能够一直上,它的本益比可能只是20 或更低。很多低价股的本益比分分钟高过这支股价20元的股,所以这支20元的股贵吗?<br />
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其实很多人很在乎自己买的量,如果你有一笔5千元要投入股市,这笔5千元如果投入一支一股25元的股票,你只能拥有200股。如果这笔5千元投入一支一股2.5元的股票,你却能拥有2000股。看到它的差别吗?所以许多散户较重量多于重质。<br />
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大象股会跑吗?这也是许多散户抱持着的迷思。不多说直接看图,这里列出几个马股当中的笨重股,看看这3年里它们有那么笨重吗?<br />
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当然凡事没绝对,投资的前提莫过于公司盈利蒸蒸日上,营业额和净利每年都保持增长,只要不是倒退都不会造成股价连续几年往下调,BAT就是一个典型例子。2014年股价60元(PE19) 高峰一直往下调到目前25元 (PE14).</div>
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<br />股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-58135316371932034012018-04-22T11:49:00.001+08:002018-04-22T11:49:35.151+08:00股市是男人的shopping mall大家周末愉快,相信多数马来西亚人民的周末活动多数是逛shopping mall吧? 有的看,有的吃,有的玩,有空调避暑,名副其实最佳消耗时间的活动。所以马来西亚商场特别多,周末人潮也比往常高。<br />
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说到shopping mall就让我联想到股市。女人为什么喜欢购物?女人为什么对购物的欲望难耐? 为什么只要踏入商场,购物的欲望马上飙升?根据我的观察,只要有看/逛,下手的几率极高!有看就会有机会看到自己喜爱的商品,看到自己喜爱的商品,占为己有的几率再次飙高,最后成交。<br />
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在股市也不就是如此吗?只要对着股市的频率越高,“购物”的欲望也随着提高。还记得去年下半年几乎没看市,所以完全没任何买卖活动,而且股市大跌大涨跟我一点关系都没有。<br />
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今年初始,有股风再次引导我再把注意力转回股市,慢慢的对着电脑屏幕/手机看市的频率也跟着提高了。引用回女人逛商场论,股市不就是商场么?而股票不就是商场里摆卖的商品么?遇到大减价的时候就毫不手软扑杀!当然,大减价不是时常有,所以买到贵货还是有的。<br />
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说到这,整个4月份真的是破大费!我把股市当成大卖场了。股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-83059887354383390512018-04-19T19:37:00.000+08:002018-04-19T19:37:08.841+08:00BAT 谷里反弹BRITISH AMERICAN TOBACCO (BAT)已经一直跌跌跌到历史低点 (4年新低)!再看看那诱人的PE (PE14),7%的周息率,实在令人流口水,而且今天也出现了强劲的技术反弹,价量齐升!<br />
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但是。。。。唯一无法确认的是公司的营业额和净利能否有机会反弹。<br />
去年把国内厂房关闭,把生产线搬到国外,目前完全是净进口。<br />
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<br />股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-13473568085741322252018-04-19T10:19:00.000+08:002018-04-19T10:19:48.996+08:00坚持、耐心<img alt="" id="id_2b59_93fe_52e6_7cc8" src="https://lh3.googleusercontent.com/-luHOw1HzkQ4/Wtf2tAZlKJI/AAAAAAAAAhs/GRaYY2_jc7UMgYMG1UgP0pIK6LeHqgjGQCHMYCw/s5000/%255BUNSET%255D" style="height: auto; width: 298px;" title="" tooltip="" /><br />
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无论做任何事,无论你是创业,是投资,最重要的信念莫过于【坚持】,坚持做任何事,虽然过程崎岖不平,最终你将会达到你的目标。</div>
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这是我每天早上坚持做,已经坚持做了4个月。</div>
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除了坚持还是坚持</div>
股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-75861262552364361592018-04-18T23:07:00.003+08:002018-04-18T23:07:41.876+08:00我回来啦!大家好,我回来了!这里已经废置了2年!接下来都会在这里更新哦。<br />
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这里有人想念我吗? 哈哈!股灵精探http://www.blogger.com/profile/09904714995397336641noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-27400420334831545832016-03-14T14:28:00.003+08:002016-03-14T14:28:58.973+08:00“企業經營不能停止前進”‧李福成造就SCGM因为需要资金来另作投资生意的缘故,去年尾把部分SCGM股份套利,虽然万分不舍,但是这是必须取舍的行动。<br />
在股市沉寂了数月,这个月初再次买入SCGM,并将采取分阶段形式加码投资,当然前提是公司的业绩必须能持续性的蒸蒸日上,公司愿意派发更多股息回馈股东。这是投资的最基本元素。<br />
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<a href="https://2.bp.blogspot.com/-28YRbAvi-QU/VuZXn-T8YiI/AAAAAAAAH1c/jR7xaGPkecI1o823FAorejMwMNbfHMspw/s1600/14032016135616-0001.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="640" src="https://2.bp.blogspot.com/-28YRbAvi-QU/VuZXn-T8YiI/AAAAAAAAH1c/jR7xaGPkecI1o823FAorejMwMNbfHMspw/s640/14032016135616-0001.jpg" width="452" /></a></div>
<br />股灵精探http://www.blogger.com/profile/02523040404153624724noreply@blogger.com3tag:blogger.com,1999:blog-5852543720138575503.post-59407829815646936202016-03-05T11:36:00.001+08:002016-03-05T11:36:50.261+08:00创业,讲和想容易;付诸于行动就不如想象中般容易<br />
<a href="http://3.bp.blogspot.com/-lprq9XKJIWo/VtpTwOpeJJI/AAAAAAAAH1Q/5rnMUG-5W-w/s1600/Document-page-001.jpg" imageanchor="1"><img border="0" height="640" src="https://3.bp.blogspot.com/-lprq9XKJIWo/VtpTwOpeJJI/AAAAAAAAH1Q/5rnMUG-5W-w/s640/Document-page-001.jpg" width="452" /></a>股灵精探http://www.blogger.com/profile/02523040404153624724noreply@blogger.com0tag:blogger.com,1999:blog-5852543720138575503.post-59454576006390455712015-09-08T22:48:00.001+08:002015-09-08T22:48:31.771+08:00包租公初体验小单位在8月1日拿到钥匙,原本的租户也离开了。一度担心会找不到租户,后来证明只是‘虚惊’一场。<br />
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拿到钥匙后马上在mudah.com刊登广告,反应其实非常不错,陆陆续续都有来电,简讯,whatsapp询问,租户来源有学生,医护人员,就职人士等。此外,我也委托朋友,也是房地产经纪帮忙招租。结果确定租户是一群大学生,9月大学开课日入户。<br />
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趁9月来临之前弄了小plumbing工程,也添购了新的洗衣机,冰箱等。<br />
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包租公好当吗?<br />
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随call随到,屋里发生任何状况都得亲自解决。今晚钥匙留在房里,房门反锁了,一通电话就得应酬,这就是我今晚的‘饭后节目’。今晚也顺便看了他们入户后的状况,也跟我反映老旧ceiling fan没力(风不大),我也答应会换新的。<br />
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包租公也担心租户会否‘好好爱护’屋里的设备,也担心租户是否准时交租,也害怕搞到最后得一直催租等等的一系列可能发生的状况(希望不会发生在我身上)。<br />
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所以其实包租公并不如想象中那么好当!<br />
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<br />股灵精探http://www.blogger.com/profile/02523040404153624724noreply@blogger.com0