Intelligent Investor has left a new comment on your post "[转贴] 工程師五要十不 10年滾出八千萬 靠存股,每年股息破百萬":
I am trying to filter out the company in KLSE based on the criteria in this article - http://www.klse.my/stock/
近5年不能有赔钱记录--- 不买亏钱公司
- Last 5 FY Positive Profit Score % = 100%
营业额或利润每年稳定成长10%~15%
- Last 5 FY Continuous Year of Profit Growth Score % = 100%
- Growth - T4Q vs Last FY Revenue >= 10%
- Growth - T4Q vs Last FY Net Profit >= 10%
资本额在5千万至4亿的企业
- Market Cap 50M - 400M
派息率60%或以上
- Not available - replace with DY at least 3%
老板遵守承诺—讲一套做另一套的老板其诚信不足, 不值得投资.
此外,他也有分享十种他本身不会投资的公司特质:
1) 毛利率(Gross profit margin)低于20%的公司
- T4Q NP% >= 20%2) 负债比同业高
3) 上市不到两年 (Matrix?!)
- Available years >= 2
But there is no any company can met the requirement.
There is 1 company if I remove the market cap condition.
http://www.klse.my/stock/
The only selected stock is PTARAS
Created by Tan KW | Nov 23, 2024
Created by Tan KW | Nov 23, 2024
Created by Tan KW | Nov 23, 2024
Created by Tan KW | Nov 23, 2024
Created by Tan KW | Nov 23, 2024
Created by Tan KW | Nov 23, 2024
http://www.klse.my/stock/screener.jsp?Type=S&T4QNPM-1=20&LFYDY-1=3&L5FYAvailableYears-1=2&L5FYPositiveProfitScore-1=100&L5FYContinuosYearProfitGrowthScore-1=100&T4Q_V_LFY_REV-1=10&T4Q_V_LFY_NP-1=10
There are 2 stocks now - PTARAS, ELSOFT
2015-06-04 17:49
Mr. Tan, What changes in Elsoft that makes it fell into the category? If you have some idea..
2015-06-04 17:54
@alpha, take a look http://www.klse.my/stock/result/financial/0090.jsp#stockDetailDiv
and the QoQ comparison http://www.klse.my/financial/quarterResult/QoQ/t4q/0090/31-Mar-2015.jsp
ELSOFT announce its result on 22-May-2015 - and there is high growth on the revenue and net profit
2015-06-04 18:00
Probability
cant find a good rational for the margin criteria...
i like to view margin like the cushion of a sofa...the more it has been sit...the lesser room for it to get compressed further..
unless you sure the sofas are going to get replaced very frequently...
- re-investment rate.
2015-05-22 01:49