Friday, 31 August 2018

2018年1月~8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8月：
PANAMY 2018年年度报告+第1季财政报告
我的2013年投资成绩


2018年7月：
LPI 2018年第2季度财政报告
扮演受害者倾向
AEONCR 2018年度报告+2019第1季度财政报告
掌控情绪VS被情绪掌控
PANAMY 2018年第4季度财政报告


2018年6月：
我的2018年上半年投资成绩
AEONCR 2018年股东大会
为了获胜 VS 避免失败 Part.2
COCOLAND 2017年度财政报告
为了获胜 VS 避免失败
向作家之路又迈进了一步


2018年5月：
AEON 2017年度财政报告+2018第1季度财政报告
最近的心情..........
大选之后的第一个股票交易日
HUPSENG 2017 年度财政报告
一个大家都忽略了的买股成本


2018年4月：
OFI 2018年第3季度财政报告
COCOLAND 2017年第4季度财政报告
小刀锯大树
NESTLE 2017年度财政报告
PBBANK的海外业务
我面对大选的投资策略
我的2018年第1季度投资回酬


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~August 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~
August 2018:
PANAMY annual report 2018 + 1st quarter financial report
My investment return for year 2013

July 2018:
LPI 2ndquarter 2018 financial report
Enjoy being the victim
AEONCR 2018 annual report + 1st quarter report
Investing and emotional control
PANAMY 4th quarter 2018 financial report


June 2018:
My investment return for 1st half of 2018
AEONCR AGM 2018
To win or not to lose part2
COCOLAND annual report 2017
To win or not to lose
A step closer for becoming a writer


May 2018:
AEON 2017 annual report + 1st quarter 2018 financial report
Some thoughts lately........
The 1st shares trading day after G.E.
HUPSENG annual report 2017
The cost of investment is much higher than we thought


April 2018:
OFI 3rd quarter 2018 financial report
COCOLAND 4th quarter 2017 financial report
Cutting down trees by using a small knife
NESTLE annual report 2017
Oversea business of PBBANK
My investment strategy for upcoming General Election
My investment return for 1st quarter 2018


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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Monday, 27 August 2018

PANAMY 2018年度财政报告+第1季财政报告


今天想来看一看PANAMY的年报。

 首先PANAMY拿到了一个奖项：

这可说是PANAMY在Home Appliances业务里越做越好的证明，
不必太依赖风扇业务。

 接下来，
这里有提到说今年因为PANASONIC母公司成立100周年纪念，
才会多派100 sen的special dividend。

 所以2018年里一共派出248sen的股息，
至于明年呢？
那就得看公司要庆祝什么了~
不过最好还是别期待太大。

 然后这里有提到说，
在Shah Alam Plant 1的新办公室建筑物会在新的财政年里建好，
等把办公室迁移完毕后，
旧建筑物的办公室区域就可以转换成制造业务区域，
到时制造业务的区域就会多扩展18%。

 公司多了18%的空间来充作制造业务区域，
是否就表示业务会增加18%?

 这就得看公司如何善用这空出来的空间了~
然后还在计划中的Shah Alam Plant 2新建筑物也预计将在2020年完成~

公司最近也重组了PDED部门，
可以在税务上获得双倍减免，
剩下8.5 million左右。

 然后这里有记录目前PANAMY所负责制造的产品：

公司今年的营业额成长了7%:


 主要归功于Vacuum cleaners的更佳销售，
风扇业务在中东市场的复苏，
以及Home shower products的需求量增加。

 Home shower products方面有进一步解释说需求量增加，
是因为更积极的年尾促销，
以及马来西亚、菲律宾和越南的寒冷天气。

Vacuum cleaner的销售量上升也是多亏了促销活动。

 公司最近也推出了新系列的rice cooker产品以针对越南市场：
风扇业务也有新的设计即将推出。

 以上就是年报里我个人觉得值得一提的部分。

 多亏促销活动，
PANAMY第4季的业绩也比较好看。

 但也因为如此有了后遗症，
那就是接下来第1季的业绩.....................

 唉....................
真是一言难尽..............

 管理层的解释：

主要原因就是除了本地市场和东南亚市场，
其他区域的业务都下滑所致。

 马币兑美元上升也是一个因素：

管理层的展望：
看来似乎要实行更严格的成本控管了~

 以上就是最近PANAMY的进展。

 很可惜8月24日我身在国外，
无法出席PANAMY的股东大会，
也没得领取两张RM50的固本...........-_-)

 不管怎样，
PANAMY积极建造新建筑物，
准备更多空间来让公司发展，
可见得未来还是有潜力继续发展。

 但又有多少人有耐心地长期投资等待呢？

 投资就是自己思考，自己做决定。

 感谢阅读。









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PANAMY Annual Report 2018+ 1st quarter financial report


Today I would like to write about the annual report of PANAMY for financial year 2018.

 First,
PANAMY received an award:

This proved that PANAMY is doing better in Home Appliances division,
and do not need to rely too much on fans division.

 Next,
it was mentioned that a special dividend of 100 sen has been recommended,
to commemorate Panasonic Corporation 100th Year Anniversary.

So a total of 248 sen dividend will be distributed for financial year 2018.
As for next year?
Well........
It depends on what the company can celebrate with~
Better don't put too high expectation on it.

 Next,
the new office building at Shah Alam Plant 1 is expected to complete at new financial year.
After relocating the office,
the current office space can be turned into production area and increase the the production area by 18%.

 However,
will the 18% increment of production area boost the operation by 18%?

 Well.........
It all depends on how good the company will be using that extra space.
Also,
the new building at Shah Alam Plant 2 which is still in planning stage,
is expected to complete at year 2020.

The company also re-organize the PDED to claim for double tax deduction.
The annual tax savings is estimated to be RM8.5 million.

 Hereby also mentioned about the products by PANAMY:

The company revenue grew by 7% :



 It was mainly contributed by higher sales of vacuum cleaners,
the recovery of ceiling fan business at Middle East markets,
and increased demand of home shower products.

 Due to aggressive year end promotional acitivites and cooler weather in Malaysia, Philippines and Vietnam,
the sales of home shower increased.

The aggressive promotional activities also help boosted the sales of vacuum cleaner.

 The company also launched new series of rice cooker to target Vietnam market:
New design of ceiling fan will be introduced too.

 That's all for the information written in annual report which I personally think that is worthy to be mentioned here.

 Thanks to the aggressive promotional activities,
the 4th quarter financial result of PANAMY looked nice.

 HOWEVER,
it also impacted the following 1st quarter result too..............

AIKS................

 The explanation by management:

Basically,
except domestic market and ASEAN market,
the export sales for other region dropped.

 Also,
the strong Ringgit against US Dollar also affected the export revenue:

Prospects by management:
Seems like the company going more strict on cost management~

 That's all for what happened to PANAMY recently.

 Sadly that I wasn't able to attend PANAMY AGM since I was at oversea.
Ahhh.........
my two coupons of RM50............-_-)

 ANYWAY,
PANAMY is building new buildings and preparing more space for expansion,
so it seems like the company still have potentials at the future.

 The question is..............
how many people will be able to have the patience to invest at it for LONG TERM?

 Investment is about doing own thinking, making own decision.

 Thanks for reading.

I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.
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Friday, 17 August 2018

我的2013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2013年的投资成绩，
也是我迈入投资的第3年。

 我在2013年1月1日的投资组合：
1)AEON
2)AEONCR
3)DLADY
4)F&N
5)NESTLE
6)PANAMY
7)PBBANK

 而我在2013年12月31日的投资组合：
1)AEON
2)AEONCR
3)DLADY
4)NESTLE
5)PANAMY
6)PBBANK

 当年的回酬：ROA=13.3%, ROE=15%

 投资的回酬主要归功于：
AEONCR从RM12.24上涨到RM14.72。(当年还没有送红股的价钱。)
以及PBBANK从RM16.28上涨到RM19.40。

 当年，
我在股价RM8.56到RM10.74（如今红股调整后价钱）之间大量累积AEONCR股票，
并在股价RM44.18到RM48.78之间买进不少DLADY股票，
在股价RM64.44到RM68.44之间买进NESTLE股票，
在股价RM22.76到RM27之间买进PANAMY股票，
并继续在股价RM15.64和RM17.72时累积PBBANK股票。

 然后，
我也把F&N股票卖光光，
赚个1000块左右.......

 当时卖在RM18.30，
现在F&N股价是RM37左右，
啊...............
我真是个白痴...............

 当年拼命用现钱和马金买进的原因，
就是为了让我的股票组合市值翻一倍，
毕竟前两年的投资回酬都很不错，
令我开始信心爆棚和野心上涨~

 当时，
我相信比起“等着买好公司”,
倒不如“买好公司来等”会更好~

 没想到，
2014年却....................

 感谢阅读。







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My investment return for year 2013


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 2013,
which was the 3rd year I started to invest.

 My investment portfolio at 1st January 2013:
1)AEON
2)AEONCR
3)DLADY
4)F&N
5)NESTLE
6)PANAMY
7)PBBANK

 My investment portfolio at 31st December 2013:
1)AEON
2)AEONCR
3)DLADY
4)NESTLE
5)PANAMY
6)PBBANK

 My investment return for year 2013: ROA=13.3%, ROE=15%.

 The return was mainly contributed by:
AEONCR which rose from RM12.24 to RM14.72 (that year still not yet bonus issue.)
and PBBANK which rose from RM16.28 to RM19.40.

 At the same year,
I accumulated AEONCR shares between RM8.56 to RM10.74 (after bonus issue),
DLADY shares between RM44.18 to RM48.78,
NESTLE shares between RM64.44 to RM68.44,
PANAMY shares between RM22.76 to RM27,
PBBANK shares between RM15.64 to RM17.72.

 Also,
I sold all my F&N shares,
and took profit of just around RM1000........

 The selling price was RM18.30,
now the F&N shares price is around RM37.

 Ahhh.................
I am such an idiot...........................

 Since my investment return for year 2012 and 2011 were quite good,
so I started to be overconfident and greedy,
that's why I kept on buying more shares using both cash and margin loan,
until the market value of my investment portfolio doubled if comparing with last year~

 At that time,
I strongly believed that instead of "waiting to buy shares of good companies",
I would rather "bought shares of good companies and wait"~

 HOWEVER,
at year 2014......................

 Thanks for reading.

I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.

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