tag:blogger.com,1999:blog-2176979440585416248.post4994949694132151052..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 申州和互太巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger25125tag:blogger.com,1999:blog-2176979440585416248.post-88013247358310583692016-10-04T10:57:51.764+08:002016-10-04T10:57:51.764+08:00劉仔:
2014/15,note30b operating profit before worki...劉仔:<br /><br />2014/15,note30b operating profit before working capital 1263- cash generated from operation 1249= 14<br />其實呢個14以經是WC變化,我那個包了我唔當是W C的衍生金融工具22和一點其它調整,你可以不理。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-30674375959491147872016-09-29T18:31:03.422+08:002016-09-29T18:31:03.422+08:00謝謝回覆! 希望可給予啟示. 從現金流量表
年份, 存貨 + (應收賬及票據+其他應收款) + (應...謝謝回覆! 希望可給予啟示. 從現金流量表<br />年份, 存貨 + (應收賬及票據+其他應收款) + (應付賬款+其他應付賬款)<br />2015, (-0.5) + (-1.19 (由組成-1.35+0.18 + -0.029)) + (0.899 (由組成 0.36+0.559 + -0.02)), total -0.80<br />2014, (1.65) + (0.27 (由組成0.44 + -0.45 + 0.28)) + (-1.83 (由組成 -0.92 + -0.9 + -0.014)), total 0.27<br />劉仔https://www.blogger.com/profile/14066350366303902208noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-40678254230287689312016-09-29T17:48:31.358+08:002016-09-29T17:48:31.358+08:00你的方程式是對的,我是有偷雞的,因為報告盈利+折舊和非現金費用+-淨流動資産變化=經營業務現金流量,...你的方程式是對的,我是有偷雞的,因為報告盈利+折舊和非現金費用+-淨流動資産變化=經營業務現金流量,於是我便把缺口當是淨流動資産變化,反正大數無錯便是,劉兄不妨給你的數字我對一下。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-58264597560011296452016-09-29T07:30:51.449+08:002016-09-29T07:30:51.449+08:00巴黎sir, 求教如何計算other working capital increase, 已refe...巴黎sir, 求教如何計算other working capital increase, 已refer http://www.oldschoolvalue.com/blog/accounting/what-is-owner-earnings/, 仍然不大明白. 在現金流量表, 將存貨+應收賬及票據+其他應收款+應付賬款+其他應付賬款, 但計出來的數與你圖示的卻很大出入, 有其他書本介紹作參考?劉仔https://www.blogger.com/profile/14066350366303902208noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-18160878074369211602016-09-25T14:01:56.185+08:002016-09-25T14:01:56.185+08:00不獨工業股,是會計制度可以好有"彈性"不獨工業股,是會計制度可以好有"彈性"巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-81524993277074302772016-09-25T14:00:50.200+08:002016-09-25T14:00:50.200+08:00謝謝Ch Liu 兄的資料。
謝謝Ch Liu 兄的資料。<br /><br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-71436470397711831732016-09-25T13:58:56.955+08:002016-09-25T13:58:56.955+08:00據大和報告要到下半年己回升。
但RC的問題仍非常好,管理層以後要做到隨時不要那個客,也不會影響下個月...據大和報告要到下半年己回升。<br />但RC的問題仍非常好,管理層以後要做到隨時不要那個客,也不會影響下個月的營銷,鐵既公司、流水既客。<br /><br />刪除巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-71161524305650207492016-09-25T11:38:35.555+08:002016-09-25T11:38:35.555+08:00如他已滿產能,點解一美國客人定單下跌,但其他客未能立即補上?如他已滿產能,點解一美國客人定單下跌,但其他客未能立即補上?RChttps://www.blogger.com/profile/14228946004395947595noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-84221454076721530092016-09-24T17:55:01.667+08:002016-09-24T17:55:01.667+08:00請問工業股是否特別變化大?請問工業股是否特別變化大?Anonymoushttps://www.blogger.com/profile/05331119581392239615noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-70362119823241517162016-09-23T23:43:26.160+08:002016-09-23T23:43:26.160+08:00http://www.4-traders.com/
例:申洲國際,填入2313,點擊Financia...http://www.4-traders.com/<br />例:申洲國際,填入2313,點擊Financials,下拉,有3年的Cash Flow per Share,2013,2014與2015,以人民幣計價,分別是:<br />1,25 CNY 1,37 CNY 1,50 CNY<br />在下拉至Balance Sheet Analysis,則有2011年至2015年,但鼠標需要移至該年份才顯示出數字。 <br /><br />ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-70722308434010623572016-09-23T22:34:13.127+08:002016-09-23T22:34:13.127+08:00我係用最原始的人力,哈哈。我係用最原始的人力,哈哈。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-6211365264358273852016-09-23T20:13:44.155+08:002016-09-23T20:13:44.155+08:00金融業我會用ROA.
因為金融係以信心決定, 當4內銀行D數係假,一如海嘯概Morgan Stan...金融業我會用ROA.<br /><br />因為金融係以信心決定, 當4內銀行D數係假,一如海嘯概Morgan Stanley,AIG, <br />然後諗,有政府撐腰又點,唔理佢地又會係點,咁會簡單D。<br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-22850747199555302022016-09-23T20:05:12.304+08:002016-09-23T20:05:12.304+08:00我好懶,抽了Depr,working capital, 餘額就係,你可以更準確看每一項真正性質。我好懶,抽了Depr,working capital, 餘額就係,你可以更準確看每一項真正性質。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-12631156410608438942016-09-23T19:59:53.514+08:002016-09-23T19:59:53.514+08:00You re welcome, AndyYou re welcome, Andy巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-3415965657577715912016-09-23T17:35:24.902+08:002016-09-23T17:35:24.902+08:00巴黎sir d數字同年報(綜合現金流量表)一樣, 但更精簡, 勁! 我也用FCF方法(習慣計FCFF...巴黎sir d數字同年報(綜合現金流量表)一樣, 但更精簡, 勁! 我也用FCF方法(習慣計FCFF先), 可否問問一些估值問題嗎?例如怎樣用它來正確評估建行等高負債的行業?Erichttps://www.blogger.com/profile/15428656553449754430noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-40437291434675888262016-09-23T10:25:48.296+08:002016-09-23T10:25:48.296+08:00巴黎兄, 想問2015年NON CASH item 131 係點得出來, thanks!巴黎兄, 想問2015年NON CASH item 131 係點得出來, thanks!Anonymoushttps://www.blogger.com/profile/08031868408255188155noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-90097812371554622432016-09-23T09:46:11.445+08:002016-09-23T09:46:11.445+08:00巴黎兄, 想請教下, 請問知唔知邊度可以 check 到香港上市公司的自由現金流?美國上市公司規定要...巴黎兄, 想請教下, 請問知唔知邊度可以 check 到香港上市公司的自由現金流?美國上市公司規定要出所以不難找到,但香港上市公司自願公布的非常少,唔知其他地方會唔會有? bloomberg 或者有但我沒有 bloomberg, thanksTerry Chanhttps://www.blogger.com/profile/09576807378159340930noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-55716794072232213552016-09-23T09:23:11.312+08:002016-09-23T09:23:11.312+08:00Thank you sir!Thank you sir!Anonymoushttps://www.blogger.com/profile/02954616008124491334noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-86840320956053185142016-09-23T09:00:34.012+08:002016-09-23T09:00:34.012+08:00可能我也應多留意為何他的CAPEX猛增,大量超出Depr的背後正確道理。
申洲是一個我不懂得的公司。...可能我也應多留意為何他的CAPEX猛增,大量超出Depr的背後正確道理。<br />申洲是一個我不懂得的公司。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-4257442706124513642016-09-23T08:56:23.651+08:002016-09-23T08:56:23.651+08:00^^^^巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-84778893638796566632016-09-23T08:56:12.409+08:002016-09-23T08:56:12.409+08:00是Free Cash Flow是Free Cash Flow巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-58584135228551643662016-09-23T08:55:52.631+08:002016-09-23T08:55:52.631+08:00周圍搜和靠運氣。
我留意到它年報報告的生産和銷售磅數,
和它們在網上介紹中國工廠的年生産能力規模的...周圍搜和靠運氣。<br />我留意到它年報報告的生産和銷售磅數, <br />和它們在網上介紹中國工廠的年生産能力規模的比較,得出大約兩三年前已經滿產(也可以說無地方給他們浪費)。<br />又中銀有份報告說越南新建厰的規模也不是很大, <br />當時我估可能最多是增加2,3成。<br /><br /><br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-40219089971328853412016-09-23T08:23:21.981+08:002016-09-23T08:23:21.981+08:00Paris-sir, just wondering where do you usually fin...Paris-sir, just wondering where do you usually find production utilisation stats? How can you tell if a company like 1382 is fully utilising it's production capacity? Thanks in advance!Anonymoushttps://www.blogger.com/profile/02954616008124491334noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-61757374665085751132016-09-22T23:14:58.266+08:002016-09-22T23:14:58.266+08:00請問FCF是什麼?請問FCF是什麼?lzhhttps://www.blogger.com/profile/10619779975646964209noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-30220435786224744562016-09-22T21:59:29.663+08:002016-09-22T21:59:29.663+08:00多謝巴黎兄分享, 申洲 的確是一間好公司! 難怪股價都飛升了!多謝巴黎兄分享, 申洲 的確是一間好公司! 難怪股價都飛升了!80後標竿https://www.blogger.com/profile/16484132009656959776noreply@blogger.com