Saturday, 31 March 2018

2018年1月~3月文章目录


每个月的最后一天都会做个目录，方便自己也方便大家~


2018年3月：
造神论
AEON 2017年第4季度财政报告
我的2012年投资成绩
PANAMY 2018年第3季度财政报告
一股致富！


2018年2月：
NESTLE 2017年第4季度财政报告
HUPSENG 2017年第4季度财政报告
F&N 2018年第1季度财政报告
HARTALEGA 2018年第3季度财政报告
我如何解释我的投资
在股票投资上ALL IN


2018年1月：
股价上涨的要素
OFI 2018年第2季度财政报告
其实我讨厌红股与拆细
F&N 2017年度财政报告
我的投资回酬计算方式(ROE & ROA)
我的2017年投资成绩




我的脸书专页
我的推特：@TheCellist86
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List of articles of January~March 2018


I will make a list of articles every last day of the month,
so that is easier for me and for everyone to refer~
March 2018:
Human tendency and idolization
AEON 4th quarter 2017 financial report
My investment return for year 2012
PANAMY 3rd quarter 2018 financial report
Diversification VS Focused Investing
February 2018:
NESTLE 4th quarter 2017 financial report
HUPSENG 4th quarter 2018 financial report
F&N 1st quarter 2018 financial report
HARTALEGA 3rd Quarter 2018 Financial Report
How did I explain my investment
ALL IN!!! At shares investment


January 2018:
Important factors of share price rising
OFI 2nd Quarter 2018 Financial Report
Actually I don't like Bonus Issue & Share Split
F&N Annual Report 2017
How I calculated my investment return(ROA & ROE)
My investment return for year 2017
My Twitter : @TheCellist86
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Tuesday, 27 March 2018

Human tendency and Idolization


Clarification:
I am just trying to flip the coin, to discuss about some natural human tendencies. This article is full with my personal opinion, so feel free to close this article whenever you feel sicked and wanted to vomit, please bear in mind that I am not pointing you with a gun to force you finish reading it.


 Long time never written these kind of arguable article~

 First,
the reason why I am writing this article is because I read a book.
I don't know how to translate the book's name and the author's name into english,
so.....................
Below are author's point of views, not mine:
The author is a publisher who very experienced in helping newbie authors to become best-selling authors.
In his career life,
he realized that the reason of why most of the people are not successful,
were because they tried to mimic the way how the 1% super genius attained achievement,
and didn't realize the fact that 99% of the human population are just average person.
The problem is that..........
the 99% average person were using the method by the 1% super genius,
hoping that "If I followed exactly how the genius did it, I will be success.",
but at the end lost their chances to have their own success.

 The thing is that it is human's natural tendency to seek for PERFECTION,
so all the human will be easily attracted by things which are PERFECT or human which are PERFECT.

 The author who is also a publisher,
has his own formula to make a book become best-selling:
He just modified the methods used by the super genius until everyone think that they can do it too, then put it into the book.
Thus, the average persons will be attracted by the story,
and imagined that they are in the story too,
until they started to assume that they have the same dreams as the super genius's dream.

 Above all are just some point of views by the author~

 Is it true that the world really 1% of super genius and 99% of average person?
I am not going to discuss it here,
but I just know that the 99% of the wealth in this world are in the hand of the 1% people.......

 What amazed me the most was this sentence in the book:
It is human's natural tendency to seek for PERFECTION,
so all the human will be easily attracted by things which are PERFECT or human which are PERFECT.

 This explained that why some famous people have so many followers,
why so many young persons like singers or idols,
why we like to see handsome guys or pretty girls,
why we just need to add the pic of super genius for examples like Warren Buffett or Jack Ma along with some sentences which they didn't say before,
but still a lot of people shared it~

 This is the same for investment as well,
that's why there are so many followers following the blogs or FB pages by the super genius,
some followers even willing to pay for more than thousand dollars just to attend the class by super genius,
some even worship them like a God.

 The problem is........
the methods used by super genius might not be suitable for us.
At the end some people lost money through investment,
they didn't do any review about the reason why they lost money,
instead started blaming the super genius.

 Some fans saw the super genius lost money at investment,
the PEFECT images were destroyed,
then the fans started to get angry and attacked that super genius,
last time worshiped them like a God,
now think they are just False Gods.

 That's why some super genius decided not to openly talk about the company that they investing or their current investment portfolio.

 I only update my investment portfolio once in every 3 months,
I am not scare since I am not super genius~
Also...............
not many people will buy the shares of the companies which I am investing~

 Well,
I am not scolding people for following super genius,
since it is human's natural tendency to do it,
so I see no need to suppress it.

 If looking at the human history,
the human even worshiped animals or trees or stones,
it showed how human like to create Idols and idoliz it.
No wonder some religions said no to Idolatry.

 Well,
I am not saying that this behaviour is bad,
it is human's tendency to do it,
so just do it unless your religion do not allow you to do it~

 However,
what I scared the most is that some people will try to use this human's tendency for their own benefits,
they use fake stories to perfect themselves,
created a false image of themselves as super genius,
became False Gods, and did things for their own advantages.
Not only in investment world,
these kind of things happened in every places!

 The saddest thing is that...
some people became over-believing at the False Gods,
even though the false images were revealed,
but they still supporting that person,
still believing that that person will rescue them at the future.................

 There are not a lot of super genius in this world,
but a lot of False Gods,
we couldn't stop our natural tendency to seek for PERFECTION or
to follow super genius,
but we can be more careful,
and try not to be in over-believing mode,
so that things will not gotten too ugly when the false images of the False Gods were revealed.

 As for me,
of course I am not super genius,
you will know by looking at the amount of followers in my blog and FB page~

 Like what I mentioned in my article <<Why did I use SMF>> which published here at 28th December 2017,
Few months after I started to invest for the first time,
I opened my own personal thread at Investalks Forum,
then a lot of people started calling me as guru or sifu,
so I started to dream that I am a super genius,
but my investment return proved me wrong, it was just 28% only for the first whole year.

 So........I woke up.
I am not a super genius investor.
I couldn't double my investment capital every year, I can't be the God of investment,
I am just a lousy investor.

 So what kind of investment method is suitable for a lousy investor like me?

 As a lousy investor,
I started to use fundamental analysis which everyone think that is lousy,
and I bought some shares of companies like NESTLE, DLADY, AEONCR, LPI and so on,
which everyone don't like to buy because they think that those companies were lousy since the shares price of those companies were not able to rise a lot.
Then, I hold the shares for long term which everyone think long term investing is lousy.
Of course,
I started to use SMF to slightly pull up my lousy investment returns.

 The reason why I wrote this article,
is not to force everyone to think that you are just average person,
I am just preparing for future articles,
and hope that everyone realized about the human tendency,
but don't have to suppress it,
even super genius also seek for super genius, right~

 The important thing is,
don't be too crazy about it,
be careful,
don't simply idolize something thing or someone.
Think deeper and look into it depper.

 Investment is about doing own thinking, making own decision.

 Thanks for reading.

 I have to admit that I had some hard times trying to translate this article from the mandarin version I wrote,
if you know how to read mandarin,
I strongly suggest you to read the mandarin version of this article.








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造神论


事先申明：
这篇文章只是纯粹想翻转硬币，探讨一些人性的本质，文章充满个人的想法，要是你读到本文的一半就反感到想吐，你随时可以关掉不看，我并没有持枪指着你的脑袋硬逼你看完。
很久没有写这种会引人不快，
甚至可能引起争论的文章了，
今天就来写一写几个月前已经想写了的《造神论》~

 首先，
会想写这个《造神论》的原因是我看了一本书。
书名为《我决定认真地看不起人生》，作者是长仓显太。
以下是作者的观点，不是我的：

 作者是个擅长把新人作者打造成畅销书作家的出版人，
在他的职业生涯中，
他领悟到许多人无法成功的原因，
是因为“想模仿1%天才的成功模式”，
但没有及时认清“世上99%的人都是凡人”这个事实。

 99%的平凡人都在用着1%厉害强者的方法，
抱着“自己跟着做也能成功的幻想”，
结果却失去“拥有自己的成功”的机会。

 问题是，
人类的本质都是追求“完美”的生物，
都会被“厉害强者”和“完美事物”所吸引。

 身为出版人的作者，制造畅销书的方式就是：
将厉害强者所做的事情，
换成仿佛一般人都能做到，放进书里。
那么平凡人就会被故事所吸引，向往并融入进去，
甚至把别人的梦想当成自己的梦想。

 以上就是作者在书中提出的一部分观点~

 那么这个世界上是否真的只有1%是厉害强者而99%是平凡人呢？
这个我就不探讨了，
我只知道这个世界99%的财富几乎都由1%的人所拥有........

 最令我脑洞大开的是作者那句：
人类的本质都是追求完美的生物，
都会被厉害强者和美好事物所吸引。

 这都解释了为什么世界上有些名人如此被追捧，
为什么这么多年轻人喜欢偶像歌手，
为什么我们喜欢看帅哥美女，
为什么只要加上厉害强者如巴菲特或马云的照片，
一些不是他们所说的话语也会被到处转发~

 用在投资界也是一样，
这也解释了为什么有些厉害强者的部落格或脸书专页都特别多粉丝，
有些人甚至甘愿付上4位数的价钱去上课，
把对方当神来拜。

 问题在于，
有些厉害强者的投资方法其实并不适合自己，
结果自己在投资上亏了钱，不去检讨，
反而怪罪起厉害强者。

 有些粉丝看到厉害强者在投资上亏了钱，
不再是自己所追求的“完美”形象，
甚至恼羞成怒，开始攻击对方。
以前自己擅自把对方当成神来拜，现在却骂对方是假神。

 这也造成有些厉害强者就干脆不公开自己所投资的公司，
或自己的投资组合。

 我自己是每3个月公开一次投资组合，
反正我也不是什么厉害强者，不怕~
而且..........我买的公司股票大多数人都不会去买~

 当然，
我在这里不是批评大家不要去追求厉害强者，
毕竟这是我们的本质，
何必去违反和压抑自己的本质呢？

 综观人类的历史，
看看各种的人类行为，
就连动物或大树石头都会拿来拜，
就知道我们有多么地喜欢造神，
难怪有些宗教会严厉警告教徒不要雕刻和崇拜偶像。

 我不是在批评这种行为，
喜欢造神是人的本质，你要造神尽管去造，
除非你的宗教不允许~

 不过，
最怕是有人利用这些人性的本质，
利用虚假的故事来完美自己，
将自己塑造成厉害强者的假象，上神台当起假神，来为自己谋利！
这些现象不只在投资界，
而是在各行各业，各个地方都能看到。

 最惨的是，
太过沉迷于假神，就连虚伪的真面目被揭穿后，
还是继续支持对方，相信对方一定可以救自己脱离苦海，
中毒太深，无药可救。

 这个世界的厉害强者不多，伪造的假神却很多，
我们抵挡不了追求厉害强者的人性本质，
压抑不了喜欢造神的本性，
但可以带眼识人，
然后别太沉迷，才不会在发现对方只是伪造的神就恼羞成怒，
整天要告对方上法庭。

 至于我本身，
当然不是所谓的厉害强者了，
看我的部落格浏览量和脸书专页人数就知道~

 就像我在2017年12月28日发表过的文章《我为何使用SMF》里说过，
我开始投资的第一年，
在Investalks论坛开了个人帖子，
就一大堆人称呼我为大大，
我就开始抱着成为厉害强者的梦想，
但一年后的投资回酬就只有区区的28%。

 于是，我清醒了，
我不是个一流的投资者，
我无法做到年年开番，无法当个千番王，无法当股神，
我只是个二流的投资者。

 那么怎样的投资方式才适合身为二流投资者的我呢？

 于是，
二流的我就用人人摒弃的二流基本面分析，
买进大家都不想买，觉得涨也不会涨很多的二流公司如NESTLE、DLADY、AEONCR、LPI等等。
然后就静静地长期持有，这个大家都不喜欢的二流投资方法。
当然，
我也跑去用SMF来稍微拉高我那二流的投资回酬。

 写这篇文的目的，
不是在强逼大家自认平凡，
而是在为以后的文章铺路，
并请大家注意自己的人性本质，
但也不需要特地压抑那追求“完美”的本质，
毕竟连厉害强者自己也会追求厉害强者~

 最重要的是，别太沉迷，别太疯狂，
不要轻易地就把某物或某人当偶像来崇拜，
不要随随便便地就造神，
以免造出一个假神。
想深一点，看深一点。

 投资就是自己思考，自己做决定。

 感谢阅读。



以上言论没有任何买卖建议，
大家买卖自负。


最近文章：
AEON 2017年第4季度财政报告
我的2012年投资成绩
PANAMY 2018年第3季度财政报告
一股致富！
NESTLE 2017年第4季度财政报告



其他链接：
2018年文章目录
2017年文章目录
我的2017年投资成绩
关于本人
我的脸书专页
我的推特：@TheCellist86


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Wednesday, 21 March 2018

AEON 4th quarter 2017 Financial Report


Today, I would like to talk about my first love~
Ohhh....
Please don't misunderstand,
I meant the first love in shares market,
which was the first company that I invested at, AEON.

 Since the GST is launched few years ago,
consumer sentiment dropped drastically,
together with other negative factors,
the financial result of AEON became worse and worse,
the shares price also dropped from around RM4 to around RM1.5 somehitng.......

 However,
the financial report which released last month,
seems like there might be a turning point:

 The profit was better than the year before~

 By the way,
everytime when I read the financial report of AEON,
I always put extra attention at the Cashflow Statement,
because it is quite interesting:

Did you see it?

 If no,
please compare the Profit before tax at the upper side and the Net cash generated from operating activities at the lower side.
How?
Did you find out the the cashflow was more than the profit?

 The main reason was because of depreciation.

 That's why for so many years,
even the profit of AEON is not very high,
but still able to build more and more shopping malls~

 Let's continue with the Cashflow Statement:

 Different than previous year,
the Net cash used in investing activities is much lower,
maybe AEON also realized that they over-expanding~
Seems like less new mall will be opened at the future..........

 So what will AEON do with those extra money?
Distribute it to shareholders as dividend?
Please don't dream..........
Need to pay the debt first:

AEON expanded so much last time,
even borrow money for expansion,
now is time to pay back.

 Anyway,
there are a few things that happened last year which we need to know:
First,
AEON finally sold the shopping centre at Mahkota Cheras,
so will have extra income~

 Second,
AEON changed the way they operating with Thailand furniture company Index Living Mall,
from 70% owned to 49% now,
so there was extra expense~

 Still remember few years ago..........
the previous MD Nur Qamarina Chew was so passionate and work together with Index Living Mall,
but now....................aiks.................

 Except that,
one more news also caught my attention:
Let's see who will hold the AEON Mall Bukit Tinggi at the end............
AEON or WCT ?

 Lastly is the future prospects:
The company expects its performance for year 2018 to be improved~
Wow.........sounded so confident~

 Also, the dividend:
The dividend is raised to 4sen from 3sen.

 However, we can't be very happy about it.
Last time when business was really good,
AEON distributed dividend as much as 5.5sen,
so now is still recovering.....

 Actually the operation of AEON can be divided into two segments:
Retailing and Property Management services (PMS):


The profit of PMS rose due to more rental income from newly completed mall~

 As for retailing,
there were some improvements if comparing with previous year,
or maybe I should say that previous year was just very bad,
that's why now seems like improved a lot...........

 Anyway,
most of the profit actually came from the rental income for leasing shoplots,
so even online shopping is growing,
it will only affect the retailing segment more.

 You can choose to buy daily supplies online, instead of going to AEON to buy.
But can you choose to rent a shop online instead of renting a shop at AEON?
........
.........
...........
Of course can !!

 However,
will everyone choose to watch movie at online cinema?
Instead of going to cinema inside AEON?

 Will everyone choose to workout at online gym?
Instead of going to the Fitness Center inside AEON?

 Will everyone choose to sing at online karaoke?
Instead of going to the karaoke inside AEON?

 Will everyone choose to eat at online restaurant?
Instead of going to have food at restaurants inside AEON?

 Personally,
even online shopping is growing strong,
but I still think that those shopping mall which do not rely heavily on retailing will going to survive.

 Just think like this........
When weekend nothing to do, where will everyone go?

 Other countries have 4 seasons, not everyday hot like oven,
so the people can go to parks, or some other outdoor activities.
However,
the weather at Malaysia is hot for 365 days per year,
plus the safety issue,
is there any other places we can easily go to except shopping mall?
Is everyone willing to just stay at home?

 Whenever financial result of shopping mall dropped,
people always comment that:
"Online shopping is the trend now! All shopping mall are going to extinct soon, no more shopping mall at the future, no more~ no more~"

 Now AEON released a better financial result, and they all diam diam already.
(I meant they didn't comment anything......)

 Of course,
I am not saying that online shopping will not affect shopping mall,
just that...............
There are so many factors which can influence the financial result,
for examples like increasing basic salaries, or higher electric fees.

 Whenever we saw the financial result of shopping mall became worse,
then we straight away said the reason was because online shopping is the trend.
Isn't that a bit of just looking at the surface only?
Isn't that being a bit of ignorance to the deeper reasons?

 Investment is about doing own thinking, making own decision.

 Thanks for reading.






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AEON 2017年第4季度财政报告


今天想谈谈我的初恋~
别误会.........
我是指股市的初恋，也就是我踏入股市后买进的第一家公司，AEON。

 自从推行GST后，大马人民的消费情绪就严重下跌，
加上各种负面因素影响，
AEON的业绩可说是跌了又跌，
而股价也从RM4左右跌到最近的RM1.5多...............

 不过，
上个月出炉的第4季度业绩，
却似乎看到了一丝转机：

 盈利比起前一年有了改善~

 话说每次看AEON的财政报告，
我都会特别留意Cashflow Statement，
因为AEON的特别有趣：

有看到吗？

 没有看到的话，
请比较最上面的Profit before tax和最下面的Net cash generated from operating activities.
怎样？
简单地说，
现金流比盈利还多~

 原因就是折旧。

 这也是为什么AEON这么多年来，
盈利都不是很高，
但却有能力建立一间又一间新的购物广场~

 再继续看下去：

 跟往年不一样的是，
今年的Net cash used in investing activities明显少了很多，
可能AEON也意识到自己过分扩张了吧~
看来未来似乎会减少发展新的购物广场..............

 那么省下来的钱拿来做什么？
当股息派给股东？
别做梦了....................
要还钱先：
以前过分扩张，甚至举债筹钱，现在就是偿还的时候了...........

 去年值得注意的事项有这些：
第一个是AEON终于卖掉Mahkota Cheras那里的购物广场，
会有一笔额外的收入~

 另一个是与泰国家具公司Index Living Mall的合作形式改变，
从原本持股70%主导，降至现在的49%，
也因此多了一笔支出。

 想当年，
前MD Nur Qamarina Chew胸怀大志地引进Index Lving Mall，
如今却...................唉.......
真是不胜唏嘘..................

 除此以外，
另一个消息也挺令人关注的：
AEON Bukit Tinggi最后是花落谁家呢？
会回到AEON的手上，还是回到WCT的手上？

 最后是关于未来的展望：
管理层预期2018年的表现会有所进步~
说得真有信心。

 然后是人见人爱的股息：
股息去年的3sen提升到今年的4sen。

 不过也不能太高兴，
当年业绩良好时期，股息甚至派5.5sen，
所以现在只能算是恢复中。

 说回AEON的业务，
就是零售业务和产业管理业务：


产业管理业务的盈利增加，
是因为新的购物广场提供了新的租金~

 零售业务方面，比起前一年进步不少，
或许应该说，前一年太烂了，
所以才会看起来进步了........

 不管怎样，
可以看到的是AEON大部分的盈利都来自于出租店铺的收入，
所以就算网购横行，
也只会影响零售业务较多。

 你可以不去AEON买日常用品，可以在网上买。
但你可以不去AEON租店铺开店，自己在网上开店吗？
.............
............
............
当然可以啊！

 可是，
以后大家就不去AEON里的电影院看戏？
在网上电影院看吗？

 以后大家就不去AEON里的Fitness Center健身？
上网健身吗？

 以后大家就不去AEON唱karaoke？
大家上网一起唱歌吗？

 以后大家就不去AEON吃饭？
上网吃饭吗？

 我个人觉得，
就算网购横行，有些不依赖零售业务的购物广场都能够生存下来。

 毕竟..............
得空没事做时，大家都去那里？
外国人一年4季，不是天天都热得要死，所以可以去公园、去各种户外活动，
但马来西亚天气炎热，加上治安败坏，
不去购物广场，去哪里？
难道每个人都宅在家吗？

 有些人一看到购物广场的业绩退步，
就唱坏说不行了、不行了，网购趋势不可挡，购物广场全都会倒闭~

 现在AEON出了个进步的业绩，他们就静静不出声了。

 当然，
我不是说网购不会对购物广场造成影响，
只是...............
影响购物广场业务的因素很多，如薪资起价、电费起价等。
看到购物广场的业绩退步，就一厢情愿地说是被网购打败，
会不会太表面化，太敷衍了呢？

 投资就是自己思考，自己做决定。

 感谢阅读。


以上言论没有任何买卖建议，
大家买卖自负。


最近文章：
我的2012年投资成绩
PANAMY 2018年第3季度财政报告
一股致富！
NESTLE 2017年第4季度财政报告
HUPSENG 2017年第4季度财政报告



其他链接：
2018年文章目录
2017年文章目录
我的2017年投资成绩
关于本人
我的脸书专页
我的推特：@TheCellist86



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Friday, 16 March 2018

My investment return for year 2012


This blog is not only for writing and recording down what is happening now,
but also to review my past investment,
so today I will write down my investment return of year 2012,
which was the 2nd year I started to invest.

 My investment portfolio at 1st January 2012:
1)AEON
2)DLADY
3)F&N
4)NESTLE
5)PANAMY
6)PBBANK

 My investment portfolio at 31st December 2012:
1)AEON
2)AEONCR
3)DLADY
4)F&N
5)NESTLE
6)PANAMY
7)PBBANK

 My investment return for year 2012 was 31.8%.
This was mainly contributed by AEON which rose from RM7.24 to RM14.12,
(Looking at AEON which the share price is below RM2 now..........aiks.........)
DLADY which rose from RM23.40 to RM46.44,
and NESTLE which rose from RM56 to RM62.84.

 Meanwhile,
I also started accumulating AEONCR between RM10.04 to RM13.46,
after 5:1 Bonus Issue,
the closing price for year 2012 was RM12.24.

 Year 2012 also the year I started to use SMF,
but I was quite careful and not dare to use a lot at first,
so I only used a little of it until end of year 2012,
and it didn't help a lot in my return for that year,
if only I was dare to ALL IN with my SMF that year............................

 Since my return for year 2011 was 28% and 2012 was 31.8%,
also my S career went smoothly and income rose,
plus using a bit of SMF,
I achieved 6 figures value of investment portfolio at the age of 26.

 For that year,
I also learnt deeply that,
even heavy elephant also able to fly high.

 Thanks for read.................

 Hmmm.....
Feels like not enough if I stop right here,
especially nowadays the consumer stocks are so hot,
shares price of NESTLE even rose to RM150 above, then a big drop~

 Since everyone knows that I hold NESTLE shares,
so let's talk about it.

 I started to accumulate NESTLE shares since year 2011,
from RM46.70 until RM68.60 at year 2014, I kept accumulating.

 Near the end of year 2014,
there was a bear market,
and maybe I having pressure on capitals? Or changed my focus on other company?
(If only that time I started my blog and recorded down...........)
Anyway, 
I started to sell NESTLE,
I sold half of my holding between RM66.70 to RM74.

 Then,
I started to accumulate back NESTLE shaes,
from RM74.20 until RM79,
until NESTLE is more than 20% of my investment portfolio.

 Then what happened?

 At year 2017,
the financial result of NESTLE didn't see any good improvement,
so I sold a little at RM75,
then the shares price started to rise even the financial result was not that good.
Because of this weird phenomenon,
I started to sell more NESTLE,
I sold some at RM84, some at RM86, some at RM87, some at RM92, some at RM99, some at RM116, some at RM145.10 recently,
so actually I didn't enjoy a lot when shares price of NESTLE rose a lot this year..............

 Basically,
I sold too early....................

 Thanks for reading.






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我的2012年投资成绩


这个部落格，
不只是用来记录和写下现在的一切，
也是用来回顾我过去的投资，
所以今天就来写下我以前2012年的投资成绩，
也是我迈入投资的第2年。

 我在2012年1月1日的投资组合：
1)AEON
2)DLADY
3)F&N
4)NESTLE
5)PANAMY
6)PBBANK

 而我在2012年12月31日的投资组合：
1)AEON
2)AEONCR
3)DLADY
4)F&N
5)NESTLE
6)PANAMY
7)PBBANK

 当年的回酬为约31.8%。
主要归功于AEON从RM7.24上涨到RM14.12，（再看回现在股价低过RM2的AEON......唉........）
DLADY从RM23.40上涨到RM46.44，
NESTLE从RM56上涨到RM62.84，

 与此同时，
我也在RM10.04到RM13.46之间大量买进AEONCR，
5送一红股后的的股价为RM12.24。

 当年，
是我开始使用SMF的一年，
但一开始很小心翼翼，也不敢用很多，
到了年尾也只用了一点点，
所以对组合回酬没有什么提升作用。
要是当时就敢敢用SMF来ALL IN的话就好了...............

 当年，
我也因为2011年的28%回酬和2012年的31.8%回酬赚了不少，
再加上S的事业稳定并收入上升，
以及用了一点点的SMF，
让我在26岁的年龄时，就有6位数价值的投资组合。

 当年，
也是我深深地体会到，
大象也会飞天的一年。

 感谢阅.............

 总觉得，
就这么结束的话好像只有三分饱的感觉，
特别是最近消费股风风火火的，
NESTLE更是一度涨到RM150以上，然后又大跌。

 大家都知道我持有NESTLE，
所以就来说一说好了。

 我从2011年起，就开始累积NESTLE股票，
从RM46.70开始一直到2014年的RM68.60都在买进。

 不过2014年有大跌，
年尾时应该是我资金有点紧张，还是要换码？
（当时有开blog详细记录就好了..........）
所以开始卖出NESTLE，
在RM66.70到RM74之间卖掉了一半的NESTLE股票。

 之后，
我又在2016年开始累积回NESTLE，
从RM74.20到RM79之间，一直累积到占了我投资组合的20%以上。

 然后怎么了？

 2017年时，
NESTLE的业绩没有起色，
于是我在RM75左右卖了一点，
之后业绩都没有很大的进步，但股价却开始上涨，
因为这个反常的事情，
我开始一直卖NESTLE，
RM84卖了点，RM86又卖了点，RM87又卖，RM92又卖，RM99又卖，RM116卖，到最近RM145.10又卖了点，
所以今年NESTLE股价大涨，
但我并没有什么享受到..............

 现在看起来，
原来我卖得太早了..........................

 感谢阅读。

以上言论没有任何买卖建议，
大家买卖自负。


最近文章：
PANAMY 2018年第3季度财政报告
一股致富！
NESTLE 2017年第4季度财政报告
HUPSENG 2017年第4季度财政报告
F&N 2018年第1季度财政报告



其他链接：
2018年文章目录
2017年文章目录
我的2017年投资成绩
关于本人
我的脸书专页
我的推特：@TheCellist86





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