个人中心
登出
中文简体
返回
登录后咨询在线客服
回到顶部

avatar
104086966 男 ID: 104086966
该用户很懒,暂未添加个人简介
关注
    Arconic was listed in 2020. During its 3 years as a public-listed company, Arconic had not been profitable. But this is a misleading picture as a significant part of the losses were due to one-off asset write-downs and restructuring charges. Without these, it would be profitable. This is not a growth stock. There are also concerns about its financial strength and the strategic value of 2 of its business segments
    Arconic长图
    美铝是铝土矿、氧化铝和铝的生产商。
    铝价是周期性的。鉴于铝价与美铝的总盈利能力之间的密切相关性,美铝的收益将是周期性的。
    在各种铝价情景下,美铝可能会产生可观的营业利润。但是,在过去的9年中,美铝的税收负担非常沉重。即使是亏损,也有税收。在盈利年份,税率从45%到108%不等。
    有两种方法可以ex...
    已翻译
    美铝公司长图
    新东洋是一家新加坡证券交易所上市公司,从事包装印刷业务。我关注公司已有好几年了,我想将目前的情况总结如下:
    新东洋在其成熟的传统包装印刷业务中面临挑战,需要新企业的发展。
    该公司被认为是一项雪茄投资,其安全幅度取决于其资产价值,但总体回报...
    已翻译
    There are more than 2 dozen Bursa Malaysia listed companies in the furniture industry. They accounted for about 29 % of the total Malaysian furniture production.
    The COVID-19 pandemic affected most of the economies around the world in 2020 and 2021. As such, you may think that the results of the furniture companies under Bursa Malaysia would be disappointing, but you are in for a surprise.
    - There was no significant revenue decline in 2021 and 202...
    Bursa Malaysia furniture sector - a resilient one
    我对布尔萨房地产公司进行了基本面分析。主要发现是
    基于这 85 家公司的主要发现是:
    a) 自2017年以来,行业收入一直在下降。尽管如此,从2010年到2020年,该行业的收入仍以6.8%的复合年增长率增长。
    b) 该行业的收益处于停滞状态。2020年的行业平均收入与2010年的平均收入大致相同。
    b) 收入和收益的增长是由于...
    已翻译
    到2024年,马来西亚房地产行业会好转吗?
    The Bursa Malaysia steel sector is a tough one. Over the past 12 years, the mean ROE averaged negative 1 %. The  trends can be seen from the chart below. You can see that for many years, sector mean ROE was negative.
    But the past 2 years performance looks promising. If you want to know more about how the sector performed go to A tough 12 years for Bursa Malaysia steel companies
    A tough decade for the Bursa steel sector
    Stelco是一家加拿大综合钢铁制造商,曾是美国钢铁集团的一部分。其目前的公司成立是在美国钢铁公司撤资以及重组和2017年首次公开募股之后成立的。
    Stelco属于周期性行业。因此,我根据Stelco在周期内的表现对其进行了分析和估值。Stelco面临的挑战在于,只有其2017年首次公开募股年度的数据才可用。
    有鉴于此,我用 2018 年至 2020 年的平均值来代表整个周期的表现。...
    已翻译
    Stelco长图
    An investment case study is a description of a company’s business, its prospects, risks, and an estimate of the intrinsic value. It recounts events or problems in a way that so that you can learn from their complexities and ambiguities.
    There are two ways for you to learn from the case study
    a) Passively by merely looking at how it has been analyzed and valued. You can use this as a template for your own analysis and valuation
    b) Actively by trying to ana...
    How to learn from investment case studies
    The Group comprises 3 listed entities. Although UOA Ltd is dual-listed in Australia and Singapore, the bulk of the operations and earnings are from Malaysia.
    The Malaysian property market has been soft over the past few years. This has resulted in a decline in revenue and earnings for the industry. UOA performance followed similar downtrends. But while there are signs of a turnaround over the past 2 years, UOA performance has yet to follow
    UOA is on...
    UOA Ltd – one of the better property performers
    从风险缓解的角度来看,您应该持有多元化的投资组合。这意味着不同行业和不同国家的股票。
    我目前正在寻找的行业和国家之一是美国上市公司。
    Constellium SE(纽约证券交易所代码:CSTM)是一家全球铝业公司,于2013年首次公开募股。在最初的几年里,它的表现非常艰难。但是过去几年的业绩似乎表明情况已经好转。
    但是 CSTM 是个循环...
    已翻译
    Constellium 没有安全余地