今天整理新加坡股票時，發現自己過去幾年前所選出的股票中，１２支竟然有１０支預測大體正確！
當然，正確的意思不是說１０支有上漲，有些其實都是消失了！
例如有兩支中國股，我對他們前景疑慮，只是納入觀察名單，幾年後的今天，發現它們消失了。
有些如我所料，只是穩定，沒什麼增長。
有一支我特別看好的，股價增長２００％。
但是，我一股也沒有買！如同我以前看好ＢＬＤ這支種植股一樣，看好卻沒有買。
原因之一，就是我有一段混沌期，看不清方向。
第二原因，就是當我看清長期大方向時（中短期走勢不可能看清），資金已經全部用來逐年累積金銀了！
為何新加坡股票的名單沒有OCBC, UOB這些大銀行？
因為我不喜歡看到負經營現金流的公司。
和馬來西亞一樣，新加坡高成長的股票比較少，所以我不得不加一些成熟股。
以下是我初步篩選的香港股票。
過濾標準是：
１）５年平均ＲＯＡ是１０％（銀行／保險例外）
２）Net profit margin是１０％
３）５年 EPS 複增長１５％
４）現金流狀況必須ＯＫ，排斥時常股本融資
５）利潤走勢５年基本穩定
只是初步篩選而已，並沒有更進一部分析行業趨勢。
Great Eastern Holding Limited G07
Great Eastern Holdings Limited, an investment holding company, provides various insurance products and financial advisory services in Singapore, Malaysia, and other Asian countries. It operates through Life Assurance, General Assurance, and Shareholders segments. The Life Assurance segment provides life, long-term health and accident, annuity, and unit-linked insurance products. The General Assurance segment offers short term property and casualty products, including fire or burglary insurance contracts and/or business interruption contracts, and public liability insurance contracts; and short term medical and personal accident general insurance products. The Shareholders segment provides fund management services for absolute return/balanced mandates; and manages various products, including Asia Pacific equities, and Asian and global fixed income securities portfolios for Singapore statutory boards, government-linked corporations, public and private companies, insurance companies, and charity organizations. Great Eastern Holdings Limited is also involved in the property development and investment activities; and family Takaful business activities. The company was founded in 1908 and is headquartered in Singapore. Great Eastern Holdings Limited is a subsidiary of Oversea-Chinese Banking Corporation Limited.
Hiap Hoe Ltd 5JK
Hiap Hoe Limited, an investment holding company, is engaged in the development of luxury and mid-tier residential and mixed-use properties in Australia and Singapore. The company’s Development Properties segment acquires, develops, and sells luxury and mid-tier residential, and commercial properties. Its Construction segment is involved in the civil and general road construction works, and general contracts; and trading of construction materials. The company’s Rental segment rents investment properties. Its Others segment invests in marketable securities. The company also leases residential, office, and retail properties; and operates hotels, such as Ramada Singapore and Days Hotel Singapore. In addition, it owns an integrated hotel-cum-commercial development project. The company was incorporated in 1994 and is based in Singapore. Hiap Hoe Limited is a subsidiary of Hiap Hoe Holdings Pte Ltd.
Raffles Medical Group Ltd. R01
Raffles Medical Group Ltd, an integrated healthcare organization, provides a range of medical services in Singapore. It owns and operates a network of family medicine clinics and a tertiary care private hospital. The company’s flagship hospital is RafflesHospital, a private tertiary hospital offering various specialist medical and diagnostic services representing approximately 30 disciplines, including obstetrics and gynaecology, cardiology, oncology, orthopedics, and pediatrics for inpatients and outpatients in Singapore with representative offices in Indonesia, Vietnam, Cambodia, Brunei, Bangladesh, and the Russian Far East. It also provides health insurance policies for corporate and individual clients. In addition, the company develops and distributes a range of nutraceuticals, supplements, vitamins, and medical diagnostic equipment for personal healthcare. Further, it manages the airport clinics in Changi international airport in Singapore and Chek Lap Kok international airport in Hong Kong. Additionally, the company offers other services, including 24-hour emergency services, consultancy services, dental services, specialist centre services, and Chinese medicine, as well as operates medical clinics that provide family medicine care, travel health, emergency services, minor surgery, statutory medical checkup, health screening, X-ray services, specialty services, and corporate programs. It operates a network of 78 multi-disciplinary clinics in Singapore; and 4 medical centers in Hong Kong and Shanghai, China. Raffles Medical Group Ltd was founded in 1976 and is based in Singapore.
Riverstone Holdings Limited AP4
Riverstone Holdings Limited, an investment holding company, manufactures and distributes cleanroom and healthcare gloves under the RS Riverstone Resources brand name primarily in Malaysia, Thailand, and China. The company primarily offers nitrile and natural rubber gloves for use in a Class 10 and Class 100 cleanroom environment. It also produces cleanroom fingercots, packaging bags, face masks, and wipers; and other consumables, such as hair nets, static dissipative shoes, safety booties, shoe covers, ESD rubber bands, sticky mats and rollers, swab-polyester and microfibers, and cleanroom papers. In addition, the company trades in latex products; and distributes cleanroom products. Its products are used in the hard disk drive, semiconductor, and healthcare industries. The company exports its products primarily to the Americas, Asia, and Europe. Riverstone Holdings Limited was founded in 1989 and is based in Singapore.
Silverlake Axis Ltd 5CP
Sarin Technologies Limited develops and manufactures planning, evaluation, and measurement systems for diamond and gemstone production in India, Africa, Europe, North America, Israel, and internationally. Its products include Advisor, a rough planning software; DiaMobile XL for evaluating and planning rough diamonds; DiaScanTM S+ for the geometrical measurement and modelling of diamonds; and Galaxy 2000 that revolutionizes rough diamond trading. The company also offers Best Value; DiaExpert that maps complicated stones with convex and concave geometries; DiaExpert Atom and DiaExpert Nano that are rough planning and marking systems for smaller rough stones; DiaExpert Eye; DiaMark Light Edition that inscribes finer laser lines to convey manufacturing instructions on semi-processed diamonds; DiaMark Z to engrave cutting instructions on rough diamonds; DiaScan S+ for the accurate geometrical measurement and modelling of polished and semi-polished diamonds; GIA Facetware planning; Inclusion charting tool; and TruScan, a laser mapping hardware add-on. In addition, it provides Galaxy 1000 and Solaris 100 for automated detecting and mapping internal features in rough diamonds; Galaxy XL; Quazer, a green laser diamond sawing and shaping system; Quazer industrial cutting; Quazer shaping for fancy shapes; Strategist; and Turnstile. Further, the company offers Sarine In-Store-Viewer; Sarine Light Reports; and Sarine Light, a scientific light performance measuring method and grading standard. Additionally, it provides AGS performance grading; diamond assay service; DiaMark HD; DiaMension HD; DiaScribe for inscribing on polished diamonds; GIA Facetware cutting; and Instructor, a polished diamond analysis and grading software. The company was formerly known as Sarin Research, Development and Manufacture (1988) Limited and changed its name to Sarin Technologies Limited in 1994. Sarin Technologies Limited was founded in 1988 and is headquartered in Kfar Saba, Israel.
Straco Corporation Ltd S85
Straco Corporation Limited, together with its subsidiaries, develops and operates tourism-related facilities in the People’s Republic of China. The company develops and operates cable car facilities, aquatic related facilities, and dolphin and sea lion performances. It also provides management and consulting services, and project management services to third parties; and creative and artistic content, as well as is involved in the production and management of shows. In addition, it is engaged in the leisure, travel, and tour businesses. Straco Corporation Limited was incorporated in 2002 and is based in Singapore.
BreadTalk (5DA)
BreadTalk Group Limited, an investment holding company, is engaged in bakery, food, and restaurant businesses in Asia and the Middle East. It operates through three segments: Bakery, Food Court, and Restaurant. The Bakery segment manufactures and retails various food, bakery, and confectionary products, including franchising. The Food Court segment is involved in the management and operation of food courts, and food and drinks outlets. The Restaurant segment operates food and drinks outlets, eating houses, and restaurants. As of December 31, 2013, the company operated 737 owned and franchised outlets, 41 restaurants, and 58 food courts under the BreadTalk, Toast Box, Thye Moh Chan, Food Republic, RamenPlay, The Icing Room, Din Tai Fung, and Carl’s Jr. brands. BreadTalk Group Limited was founded in 2000 and is based in Singapore.
SINGAPORE EXCHANGE LIMITED (S68)
Singapore Exchange Limited operates an integrated securities exchange and derivatives exchange in Singapore and related clearing houses. It operates through three segments: Securities Market, Derivatives Market, and Other Operations. The company provides listing, trading, clearing, depository, market data, member services, connectivity, collateral management, and issuer services, as well as counterparty guarantee services. Its security products include stocks, American depository receipts, business trusts, company warrants, global depository receipts, real estate investment trusts, securities borrowing and lending products, stapled securities, certificates, exchange-traded funds and notes, extended settlement products, and structured warrants; and fixed income products, such as retail and wholesale bonds. The company’s derivative products include equity and dividend indices, as well as foreign exchange and interest rate products; commodities comprise rubber, energy, and metals; and bulk commodity, freight, oil, and foreign exchange forwards, as well as interest rate and non-deliverable interest rate swaps. It also operates SGX AsiaClear, a post-trade clearing service that complements the over-the-counter market trading in swaps and forwards. In addition, the company offers computer services and maintenance, as well as software maintenance services. Singapore Exchange Limited was incorporated in 1999 and is headquartered in Singapore.
DAIRY FARM INT'L HOLDINGS LTD (D01)
Dairy Farm International Holdings Limited, through its subsidiaries, operates food, health and beauty, and home furnishing retail stores in Pan-Asia. The company operates through four segments: Food, Health and Beauty, Home Furnishings, and Restaurants. The company operates supermarkets under the Wellcome, ThreeSixty, Oliver’s The Delicatessen, Jasons MarketPlace, Cold Storage, Giant, Hero, Lucky, Rustan’s, G EKSPRES, Mercato, and Foodworld brand names. It also operates hypermarkets under the Giant and Shopwise brand names; convenience stores under the 7-Eleven and Starmart brand names; health and beauty stores under the Mannings, Guardian, GNC, and Health and Glow brand names; and home furnishings stores under the IKEA brand name. In addition, the company operates the Maxim’s chain of restaurants in Hong Kong, Mainland China, and Vietnam. As of December 31, 2013, it operated a network of approximately 5,800 retail outlets in Hong Kong, mainland China, Macau and Taiwan, Malaysia, Indonesia, Vietnam, Brunei, Singapore, Cambodia, the Philippines, and India. The company was founded in 1886 and is based in Quarry Bay, Hong Kong. Dairy Farm International Holdings Limited is a subsidiary of Jardine Strategic Holdings Limited.
M1 LIMITED (B2F)
M1 Limited, an investment holding company, provides mobile and fixed communications services in Singapore. It offers a range of voice, data, and value-added services on 4G, 3G/high speed packet access, and 2G networks; and wireless broadband services. The company also provides international call services, such as mobile and fixed-line customers international direct dial services; and international calling card services, as well as trades international wholesale voice minutes to other international and local service providers. In addition, it offers various broadband service plans, including fixed voice and other value-added services for residential homes; and managed and data centre services, cloud based services, and other enterprise solutions for corporate customers, as well as is engaged in the retail sale of telecommunication equipment and accessories. The company serves approximately 2 million customers. M1 Limited provides its products and services through a network of M1 Shops, distributor outlets, and online. As of December 31, 2013, it operated 15 M1 Shop outlets. The company was formerly known MobileOne Limited and changed its name to M1 Limited in 2010. M1 Limited was founded in 1994 and is headquartered in Singapore.
STARHUB LTD (CC3)
StarHub Ltd, an integrated info-communications company, provides a range of information, communications, and entertainment services for consumer and corporate markets in Singapore. The company's personal solutions comprise mobile services, wireless broadband services, and IDD services. Its home solutions include multi-channel pay TV; residential broadband Internet; and residential voice services, such as digital voice, softphone, IDD, calling card, directory enquiry, and other value added services. The company's business solutions consist of business voice and IDD services, such as StarHub IDD 008, StarHub IDD 018, domestic and international ISDN, SIP trunking, business voice services, fixed number related services, and domestic toll-free services; mobile plans; Internet and IP solutions; data connectivity, cloud computing, managed, media network, and data centre services; and enterprise solutions. In addition, it invests in, owns, or leases infrastructure assets. The company was incorporated in 1998 and is based in Singapore. StarHub Ltd is a subsidiary of Asia Mobile Holdings Pte. Ltd.
SINGAPORE AIRLINES LTD (C6L)
Singapore Airlines Limited provides air transportation, engineering, airport terminal, pilot training, air charter, and tour wholesaling services. The Company's airline operation covers Asia, Europe, the Americas, South West Pacific, and Africa.
SINGAPORE TECH ENGINEERING LTD (S63)
Singapore Technologies Engineering Ltd, an investment holding company, provides engineering and related services worldwide. It operates in four segments: Aerospace, Electronics, Land Systems, and Marine. The Aerospace segment provides maintenance and engineering services, such as airframe, engine, and component maintenance, repair, and overhaul services; engineering design and technical services; and aviation materials and management services, including total aviation support. The Electronics segment designs, develops, and integrates electronics and communications systems, such as broadband radio frequency and satellite communication, e-government solutions, information communications technologies and information technology, rail and traffic management, real-time command and control, modeling and simulation, e-learning and interactive digital media, training, intelligent building management, and information security. It provides its solutions to government, commercial, defense, and industrial customers. The Land Systems segment provides integrated land systems, specialty vehicles, and related products through life support for defense, homeland security, and commercial applications. The Marine segment offers turnkey building, repair, and conversion services for naval and commercial vessels. This segment also provides turnkey solutions, including concept definition, detailed design, construction, on-board system installation and integration, testing, commissioning, and through-life support; engineering content ship repair and ship conversion services; and sustainable environmental engineering solutions. In addition, the company provides research and development, treasury, management, consultancy, integrated logistics management, integrated facilities management, warehousing, and other support services. The company was incorporated in 1997 and is headquartered in Singapore. Singapore Technologies Engineering Ltd is a subsidiary of Temasek Holdings (Private) Limited.
