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Filter Criteria - 工程師五要十不 10年滾出八千萬 靠存股,每年股息破百萬 - Intelligent Investor

Tan KW
Publish date: Thu, 21 May 2015, 05:02 PM
Tan KW
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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/screener.jsp?Type=S&MarketCap-1=50&MarketCap-2=400&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 

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/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 

 

The only selected stock is PTARAS

 

 

Discussions
1 person likes this. Showing 4 of 4 comments

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

alpha investor

Mr. Tan, What changes in Elsoft that makes it fell into the category? If you have some idea..

2015-06-04 17:54

Tan KW

@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

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