长线不解问牛王
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作者:亢牛有悔 (等级:3 - 略知一二,发帖:712) 发表:2012-03-05 19:33:42  楼主  关注此帖
[特大喜讯] 牛某的新加坡中小公司股票池胜利出炉了说明: 选股标准为中小型公司,稳健保守型,估价可能被低估,即高dividend yield(5%或以上),低PE(10以下)。 操作策略应为逢低吸纳,持股时间为中长期。所以如果遇到股市大跌,是入场好时机。 几个建筑公司换了会计标准,致使PE低的离谱。新的会计标准究竟是怎么回事?懂的人可否介绍一下? 表中数据是我到处摘录编辑而成,难免有错漏之处。表中股票仅供参考,不作为股票推荐。如有投资损失,与本人无关。 人民币新币数字以1:5换算。 有几个股,流通量非常差,非常难买,除非在高几个bid的价位上直接buy up。 表中有两个新IPO,它们的高股息不知能否维持。其它的公司,基本上一直有持续稳定的发息记录。 欢迎同学们推荐其它被忽略的好股。 如有数据错误,欢迎指正。     EPS PE Dividend Dividend Yield Remarks   Counters Price on 02/03/2012 FY11 FY11 FY11 FY11   1 Challenger 0.400 0.045 8.89 0.022 5.50%   2 ChipEngS (more...)
长线不解问牛王
看来果然不假啊, 一出手就是 25 只, 先加入 WATCHLIST。

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作者:亢牛有悔 (等级:3 - 略知一二,发帖:712) 发表:2012-03-05 20:14:33  2楼
基本都是好股,不过有点不同意见。不能单独通过PE来衡量股票价格,公司行业不同,公司前景和增长率不同,PE标准也不同。 里面的几个建筑业相关股,很难保持增长,个人认为PE在4-5之间就算挺高了,这种毛利行业,脱离了房地产,很难保持高分红,虽然以后几年政府项目够做,可盖私宅卖才是赚钱的项目,目前来看本地市场不是很乐观,我觉得就连CES也不一定能保持明年的分红。 如果只是想稳定的赚股息养老,这里的大多数股的风险都过高。 现在的股价都有点高,没有进场的建议观望。如果海指继续涨呢?不急,股市天天都开的,这班车搭不上,还有下班。现在经常很大可能是被发货。
这个是中小古, 长拿确实有风险
但是做对了回报也很可观, 这一波很多收益有 50% 了吧。高回报的蓝抽可以看看下面这个,负债风险也一目了然:
http://www.investmentmoats.com/DividendScreener/DividendScreener.php

Name Last Price Change % Dividend (SGD) Dividend Yld Free Cashflow Yld Earnings Yld PTB Debt/Asset EV/ EBITDA %Cash of Market Cap Payout Ratio
REIT - COM - Frasers Comm 0.825 0.000 0.0% 0.042 5.1% 16.9% 9.9% 0.4 38.3% 13.6 20% 29%
REIT - COM -CapitaCommercial 1.225 0.010 0.8% 0.075 6.2% 7.8% 13.2% 0.8 24.2% 14.5 17% 72%
REIT - COM -Kreit Asia 0.920 -0.005 -0.5% 0.074 8.1% 0.6% 8.9% 0.6 31.8% 62.1 4% 285%
REIT - HEA - First 0.815 0.005 0.6% 0.063 7.8% -27.6% 4.6% 1.2 16.2% 28.3 2% 189%
REIT - HEA - Parkway Life 1.795 -0.010 -0.6% 0.095 5.3% -4.7% 6.0% 1.2 34.4% 23.0 4% 87%
REIT - HOS - ASCOTT 1.080 -0.005 -0.5% 0.075 7.0% 10.4% -3.2% 0.8 45.2% 17.0 9% 59%
REIT - HOS - CDL 1.720 -0.010 -0.6% 0.107 6.2% -8.2% 8.8% 1.1 20.4% 15.9 4% 82%
REIT - IND - AIMS AMP Capital 1.075 0.000 0.0% 0.099 9.2% -71.0% -10.8% 0.3 29.4% 10.1 5% 37%
REIT - IND - Ascendas 2.040 -0.040 -1.9% 0.131 6.4% 6.3% 5.0% 1.2 31.5% 21.1 0% 95%
REIT - IND - Ascendas India 0.820 0.005 0.6% 0.064 7.9% 4.2% 6.5% 0.8 15.8% 11.4 6% 75%
REIT - IND - Cache 1.015 -0.005 -0.5% 0.083 8.2% 6.4% 4.8% 1.1 23.0% 19.5 1% 127%
REIT - IND - Cambridge 0.525 0.005 1.0% 0.041 7.9% -2.6% 17.5% 0.8 33.9% 12.6 15% 64%
REIT - IND - Mapletree Ind 1.145 -0.010 -0.9% 0.077 6.7% 9.4% 8.7% 1.3 38.7% 15.6 3% 71%
REIT - IND - Mapletree Log 0.915 -0.010 -1.1% 0.064 7.0% -20.3% 8.2% 0.9 37.4% 19.4 6% 83%
REIT - IND - Sabana 0.930 -0.005 -0.5% 0.087 9.4% 11.0% 8.8% 0.9 24.2% 11.7 8% 85%
REIT - RET - CapitaMall 1.825 0.000 0.0% 0.094 5.2% 1.0% 4.4% 1.1 24.6% 19.4 12% 83%
REIT - RET - CapitaRetailChina 1.260 -0.005 -0.4% 0.084 6.7% 9.0% 14.2% 1.0 31.4% 15.9 5% 73%
REIT - RET - Fortune 3.970 0.000 0.0% 0.256 6.4% 6.6% 30.5% 0.6 20.6% 18.8 8% 90%
REIT - RET - Frasers Centerpoint 1.500 -0.015 -1.0% 0.078 5.2% 6.4% 8.8% 0.1 5.0% 23.1 2% 71%
REIT - RET - Lippo Malls Indonesia 0.395 -0.005 -1.3% 0.044 11.0% 11.3% 26.0% 0.4 11.9% 9.0 26% 91%
REIT - RET - StarHill Global 0.610 -0.010 -1.6% 0.042 6.8% -23.2% 11.9% 0.7 29.9% 16.6 9% 72%
REIT - RET - Suntec 1.230 0.000 0.0% 0.101 8.2% 4.8% 15.3% 0.6 38.4% 24.4 2% 101%
Services - Sats Svcs 2.440 0.010 0.4% 0.170 7.0% 7.2% 6.9% 1.9 6.9% 10.4 5% 73%
Services - SIA Engineering 3.850 0.070 1.9% 0.200 5.2% 3.8% 6.1% 3.1 0.0% 16.7 14% 100%
Services - Sing Post 0.980 0.005 0.5% 0.063 6.4% 10.4% 8.8% 5.7 46.9% 9.9 18% 58%
Services - SPH 3.810 0.010 0.3% 0.240 6.3% 10.1% 6.2% 2.7 28.6% 10.6 6% 60%
Services - ST Engineering 3.160 0.010 0.3% 0.146 4.6% 5.0% 5.1% 3.5 17.6% 11.2 19% 55%
Services - Vicom 4.220 0.010 0.2% 0.167 4.0% 3.8% 6.1% 3.8 0.0% 12.7 13% 58%
Shipping Trust - Rickmers 0.305 0.000 0.0% 0.024 7.9% 98.3% -27.7% 0.2 56.9% 7.0 49% 8%
Telco - M1 2.470 0.010 0.4% 0.145 5.9% 7.3% 7.4% 6.1 31.0% 8.8 1% 46%
Telco - Singtel 3.130 -0.020 -0.6% 0.158 5.0% 6.5% 7.8% 1.9 18.1% 10.4 3% 47%
Telco - Starhub 2.900 0.000 0.0% 0.200 6.9% 9.0% 6.3% 32.0 38.5% 7.9 4% 49%
Transport - Comfort Delgro 1.510 -0.020 -1.3% 0.055 3.6% 1.7% 7.2% 1.1 16.0% 5.5 18% 19%
Transport - SBS TRANSIT LTD 1.720 0.000 0.0% 0.074 4.3% -3.9% 10.3% 1.3 14.3% 7.9 13% 32%
Transport - SMRT 1.745 0.010 0.6% 0.085 4.9% 6.7% 6.1% 3.4 23.4% 9.5 12% 46%
Utilities - Cityspring 0.380 0.005 1.3% 0.033 8.6% 16.9% 2.8% 0.5 71.4% 33.4 52% 48%
Utilities - MIIF 0.590 0.000 0.0% 0.055 9.3% 2.5% 4.0% 0.7 7.3% 19.2 64% 376%
Utilities - SP Ausnet 1.330 0.015 1.1% 0.100 7.5% -3.6% 4.6% 1.6 55.0% 20.8 12% 81%
欢迎来到华新中文网,踊跃发帖是支持我们的最好方法!原文 / 传统版 / WAP版所有回复从这里展开收起列表
作者:亢牛有悔 (等级:3 - 略知一二,发帖:712) 发表:2012-03-05 20:20:11  3楼
这个是中小古, 长拿确实有风险但是做对了回报也很可观, 这一波很多收益有 50% 了吧。高回报的蓝抽可以看看下面这个,负债风险也一目了然: http://www.investmentmoats.com/DividendScreener/DividendScreener.php Name Last Price Change % Dividend (SGD) Dividend Yld Free Cashflow Yld Earnings Yld PTB Debt/Asset EV/ EBITDA %Cash of Market Cap Payout Ratio REIT - COM - Frasers Comm 0.825 0.000 0.0% 0.042 5.1% 16.9% 9.9% 0.4 38.3% 13.6 20% 29% REIT - COM -CapitaCommercial 1.225 0.010 0.8% 0.075 6.2% 7.8% 13.2% 0.8 24.2% 14.5 17% 72% REIT - COM -Kreit Asia 0.920 -0.005 -0.5% 0.074 8.1% 0.6% 8.9% 0.6 31.8% 62.1 4% 285% REIT - HEA - First 0.815 0.005 0.6% 0.063 7.8% -27.6% 4.6% 1.2 16.2% 28.3 2% 189% REIT - HEA - Parkway Life 1.795 -0.010 -0.6% 0.095 5.3% -4.7% 6.0% 1.2 34.4% 23.0 4% 87% REIT - HOS - ASCOTT 1.080 -0.005 -0.5% 0.075 7.0% 10.4% -3.2% 0.8 45.2% 17.0 9% 59% REIT - HOS - CDL 1.720 -0.010 -0.6% 0.107 6.2% -8.2% 8.8% 1.1 20.4% 15.9 4% 82% REIT - IND - AIMS AMP Capital 1.075 0.000 0.0% 0.099 9.2% -71.0% -10.8% 0.3 29. (more...)
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NameLast PriceChange%Dividend (SGD)Dividend YldFree Cashflow YldEarnings YldPTBDebt/AssetEV/ EBITDA%Cash of Market CapPayout RatioREIT - COM - Frasers Comm0.8250.0000.0%0.0425.1%16.9%9.9%0.438.3%13.620%29%REIT - COM -CapitaCommercial1.2250.0100.8%0.0756.2%7.8%13.2%0.824.2%14.517%72%REIT - COM -Kreit Asia0.920-0.005-0.5%0.0748.1%0.6%8.9%0.631.8%62.14%285%REIT - HEA - First0.8150.0050.6%0.0637.8%-27.6%4.6%1.216.2%28.32%189%REIT - HEA - Parkway Life1.795-0.010-0.6%0.0955.3%-4.7%6.0%1.234.4%23.04%87%REIT - HOS - ASCOTT1.080-0.005-0.5%0.0757.0%10.4%-3.2%0.845.2%17.09%59%REIT - HOS - CDL1.720-0.010-0.6%0.1076.2%-8.2%8.8%1.120.4%15.94%82%REIT - IND - AIMS AMP Capital1.0750.0000.0%0.0999.2%-71.0%-10.8%0.329.4%10.15%37%REIT - IND - Ascendas2.040-0.040-1.9%0.1316.4%6.3%5.0%1.231.5%21.10%95%REIT - IND - Ascendas India0.8200.0050.6%0.0647.9%4.2%6.5%0.815.8%11.46%75%REIT - IND - Cache1.015-0.005-0.5%0.0838.2%6.4%4.8%1.123.0%19.51%127%REIT - IND - Cambridge0.5250.0051.0%0.0417.9%-2.6%17.5%0.833.9%12.615%64%REIT - IND - Mapletree Ind1.145-0.010-0.9%0.0776.7%9.4%8.7%1.338.7%15.63%71%REIT - IND - Mapletree Log0.915-0.010-1.1%0.0647.0%-20.3%8.2%0.937.4%19.46%83%REIT - IND - Sabana0.930-0.005-0.5%0.0879.4%11.0%8.8%0.924.2%11.78%85%REIT - RET - CapitaMall1.8250.0000.0%0.0945.2%1.0%4.4%1.124.6%19.412%83%REIT - RET - CapitaRetailChina1.260-0.005-0.4%0.0846.7%9.0%14.2%1.031.4%15.95%73%REIT - RET - Fortune3.9700.0000.0%0.2566.4%6.6%30.5%0.620.6%18.88%90%REIT - RET - Frasers Centerpoint1.500-0.015-1.0%0.0785.2%6.4%8.8%0.15.0%23.12%71%REIT - RET - Lippo Malls Indonesia 0.395-0.005-1.3%0.04411.0%11.3%26.0%0.411.9%9.026%91%REIT - RET - StarHill Global0.610-0.010-1.6%0.0426.8%-23.2%11.9%0.729.9%16.69%72%REIT - RET - Suntec1.2300.0000.0%0.1018.2%4.8%15.3%0.638.4%24.42%101%Services - Sats Svcs2.4400.0100.4%0.1707.0%7.2%6.9%1.96.9%10.45%73%Services - SIA Engineering3.8500.0701.9%0.2005.2%3.8%6.1%3.10.0%16.714%100%Services - Sing Post0.9800.0050.5%0.0636.4%10.4%8.8%5.746.9%9.918%58%Services - SPH3.8100.0100.3%0.2406.3%10.1%6.2%2.728.6%10.66%60%Services - ST Engineering3.1600.0100.3%0.1464.6%5.0%5.1%3.517.6%11.219%55%Services - Vicom4.2200.0100.2%0.1674.0%3.8%6.1%3.80.0%12.713%58%Shipping Trust - Rickmers0.3050.0000.0%0.0247.9%98.3%-27.7%0.256.9%7.049%8%Telco - M12.4700.0100.4%0.1455.9%7.3%7.4%6.131.0%8.81%46%Telco - Singtel3.130-0.020-0.6%0.1585.0%6.5%7.8%1.918.1%10.43%47%Telco - Starhub2.9000.0000.0%0.2006.9%9.0%6.3%32.038.5%7.94%49%Transport - Comfort Delgro1.510-0.020-1.3%0.0553.6%1.7%7.2%1.116.0%5.518%19%Transport - SBS TRANSIT LTD1.7200.0000.0%0.0744.3%-3.9%10.3%1.314.3%7.913%32%Transport - SMRT1.7450.0100.6%0.0854.9%6.7%6.1%3.423.4%9.512%46%Utilities - Cityspring0.3800.0051.3%0.0338.6%16.9%2.8%0.571.4%33.452%48%Utilities - MIIF0.5900.0000.0%0.0559.3%2.5%4.0%0.77.3%19.264%376%Utilities - SP Ausnet1.3300.0151.1%0.1007.5%-3.6%4.6%1.655.0%20.812%81%
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作者:亢牛有悔 (等级:3 - 略知一二,发帖:712) 发表:2012-03-31 20:20:46  4楼
3月31日更新说明: 总体 outperform STI。 UE E&C,LKH,Roxy,GuthrieG,QAF,YHI等表现不错,超过了10%。 由于股价发生变化,这个股票列表可能需要调整一下。还有像yzj是大盘股,放在这个列表里可能不是很合适。 下个月观察几个没有怎么动的股,例如Kingsmen,OKP,Sim Lian,Stamford Land,TechOil&Gas,UMS等。 Kingsmen在64c附近有个big seller,要等这个人卖完才能冲得起来。 OKP我不懂为何还不动。 Sim Lian在62c附近有个big seller,不知道上周这个人卖完了吗。 Stamford Land我不懂为何还不动。 TechOil&Gas在93-95有个big seller,在91-92有个big buyer。要看这两个的胜负决定方向。 UMS的大股东在这个月抛售了大约30mil的股票,要等市场完全消化掉才能冲得起来。我注意到,大股东在47-48大举抛售时,the buyer was also very agressive。 表中数据是我到处摘录编辑而成,难免有错漏之处。表中股票仅供参考,不作为股票推荐。如有投资损失,与本人无关。 欢迎同学们推荐其它被忽略的好股。 如有数据错误,欢迎指正。           EPS (more...)
为什么没有牛王的四大金刚之一
CH OFFSHORE

分红和P/E 也应该符合标准, 各证券最近也有推荐。
欢迎来到华新中文网,踊跃发帖是支持我们的最好方法!原文 / 传统版 / WAP版所有回复从这里展开收起列表
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