Wednesday, July 23, 2014

762.会派发高股息的“奶牛股”才是好股,12间高股息(平均7.51%)的公司一次看透透。

什么是股息?股息就是在你买了一间公司的股票之后,公司就会在1年派发几次给投资者/股东。上市的公司何其多,但是业绩良好又定时派发高股息的公司却不多。因此,很多喜欢长期持有的投资者都会选择奶水充足的“奶牛股”。为什么会叫奶牛股呢??因为公司就像奶牛一样,为投资者提供的股息就是奶水咯。派发越多股息的公司,就会受到越多投资者的追捧。

我老婆喜爱稳定的投资,所以我准备了这12支奶牛股给她参考。希望她不要辜负了我的一片苦心。请容许我“老张卖瓜,自卖自夸”。有我这么好的军师,老婆大人可以省却了许多的时间去做研究。也希望我的分享可以让更多人了解股市,从中赚取一些买菜钱或者私房钱。

Harry吹水分析站:

  • REITS的股息一向来都很高,所以我把reits排出在外。
  • 上面的公司我只持有Matrix,以前也曾经短期持有过Padini。个人认为这两支股都拥有不错的前景,大家不妨自己研究研究。
  • 其实里面大部分的公司我都不是很熟悉,Atlan做什么我也不清楚。
  • 不过CVIEW,ATLAN以及SHL这3间公司今天一度冲上了10大上升榜单。所以高股息的公司还是很受投资者欢迎的。
  • 值得一提的是SHL在这个星期3天里上涨了80仙,也就是35.4%。真的是有够夸张,想知道原因请读今天的星洲日报。如果不是股价突然飞涨,SHL的股息可是高达8%以上。不过我觉得它的股价会在这个星期继续飞涨,让我们试目以待。
  • BURSA的股息一向很大方,美中不足是股价却没有什么涨幅。
  • 从上面的图表我们可以看到高股息的公司受到许多投资者的喜爱,所以股价的涨幅高于综合指数。今年12间公司股价的平均涨幅是18.19%,平均周息率是7.51%。
  • 两者加起来就有25.7%了。虽然这种算法的准确度不高,但是总体来说还是非常吸引人的。


总结:

今年开始我积极在找高股息的成长股,这样才能快点达到财务自由。现在我的资料库里有250间公司的股价走势,股息数据。希望在这个RAYA假期可以增加到300间公司以上。然后在3年内可以收集完马来西亚股市900多间公司的数据,并improve我的数据库。共勉之。



Harryt30
20.21p.m.
2014.07.23

24 comments:

  1. 250间公司的数据!好厉害:) 那么勤力做功课,“抵” 你在股市赚钱!:P

    对于高息股,个人隐约觉得,除了看股息%,还要稍微留意它的payout ratio (我通常从cash flow statement 拿 dividends paid / net cash from operation)。如果每年都 dividend paid 多过 net cash from operation,那么未来会有可能保持不到高派息,尤其有些公司需要借钱派息。Maxis 算是个例子吧 ...

    期待您900间公司的数据!加油 :D

    ReplyDelete
    Replies
    1. 其实暂时只有3年的股价,股息以及市值。希望可以增加更多的资料,这样就能更加容易研究论了。赞同你的说法,买股票要细水长流。哈哈。。

      Delete
  2. I had a quick look at Atlan, how did you get 60c dividends?

    ReplyDelete
    Replies
    1. I just upload a photo in my post , it showed atlan declared 5 times dividend within 1 year. If you sum it, it will be 60 cents. Correct me if I am wrong .

      Delete
    2. I also checked at the same website before I asked you here... 2013 I saw only 4 times and total is 45c. My eyes have prob or yours? Haha...
      Anyway, nice sharings in your blog. I've been following you for some time. Congratulations on your recently happened big day. Wishing you a blissful marriage. ^_^

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    3. My calculation period is from last year Nov 7 until now, This period is less than 1 year. That s why i get 60 c dividends. May i know your name please...

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    4. Atlan 主要做免税店生意的,Duty Free International Limited (DFI), is the largest duty-free retailer in Malaysia with 36 retail and wholesale outlets across Peninsular Malaysia. Berjaya 陈先生有份,嘻嘻,高息股还有 CSCENIC , MFM , CVIEW , WELLCALL, MNRB

      Delete
    5. 谢谢你的分享,让我获益良多。我会注意你所提到的几间公司的。嘿嘿。。

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    6. I'm Saki-San but not Japanese ... Thanks for your explanation. Gambateh neh! BTW, sold my Tambun just last week at 2.40 then the price increased again... But happy with 78% gain after holding for 14 mths. What's your view on affin? I'm just a follower, actually doesn't know much about analysis.

      Delete
    7. 78%, is a lot man. I never follow Affin, so cant give you any review.
      Anyway, nice to meet you and please leave more comment, haha...

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    8. Q for matrix (3 lots) today but only managed to get 1 lot at 2.95 :( Saki-san

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    9. Welcome to Matrix family. You won't be regret. Hehe..

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  3. Sometimes lower div share with greater capital growth is better
    -wachxe-

    ReplyDelete
    Replies
    1. Yaya, I agreed with you, Such as UMWOG, Tambun and etc.

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    2. 看你是玩中短线还是长线,要的是资本增长还是被动收入

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    3. 我比较喜欢资本增长,所以搞到现在的股息惨不忍睹。悔过当中。

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    4. 牛市注重资本增长,熊市注重收票以换取未来的股息被动收入,要收票就需要大资本,而大资本就从牛市得来,一切环环相扣
      个人浅见

      Delete
    5. 谢谢你的浅见,我对牛市还是有点怕怕的。哈哈。。

      Delete
  4. SHL是多啦啦的底裤军。。。
    有谁想多了解,可以问多啦啦。。。

    多啦啦

    ReplyDelete
  5. harry兄, 每次看到你博文分享的excel数据资料,总是让我联想到许久以前看过的一篇文章《资深上班族谢文通赚遍全世界 基金天王1600%的秘密》。 :)

    http://ak-2014investment.blogspot.com/2014/07/1600.html

    ReplyDelete
    Replies
    1. 我刚刚去看了,谢谢你的支持以及鼓励。
      共免之。

      Delete
  6. How you screen out the stock lists? FPI is a good dividend stock, same to MNRB.

    ReplyDelete
    Replies
    1. All stocks above are inside my data base. Currently I only have 250 stocks inside that. Therefore some stock that I didn't interested won't be appear here. I am trying to add in more stock in future .

      Delete

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