Thursday 29 November 2018

2018年1月~11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11月：
HARTALEGA最新季度财政报告
2018年篇：长期投资的后果
AEONCR最新季度财政报告
等啊等，股市风暴何时来？


2018年10月：
AEON 2018年第2季度财政报告


2018年9月：
我的2018年第3季度投资成绩
投资界里的独角兽


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~November 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~
November 2018:
HARTALEGA latest financial report
Year 2018 version: the consequence of long term investment
AEONCR latest financial report
Waiting and waiting, when will the stock market crashes?


October 2018:
AEON 2nd quarter 2018 financial report


September 2018:
My investment return for 3rd quarter of year 2018
UNICORN in investment world


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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Wednesday 28 November 2018

HARTALEGA最新财政报告


今天想来重温一下HARTA公司最新的财政报告。

 老实说，
当时一打开来，
就看到营业额增加，
心情是非常高兴的：

 但看到最后心情顿时凉了一大截................
唉.........

 同季对比：
跟去年的同一季比起来，
营业额足足增加22.2%，
手套的销售量只增加了10.6%，
看来手套卖价高了不少。

 但跟上一季比起来，
盈利下降了2.4%:

主要是因为外汇损失。

 关于公司未来的展望：
Plant 5已经在8月开始运作，
Plant 6则准备开始建设，
Plant 7也是。

 AMG也开始出货了，
目前已经收到超过10个国家的订单，
然后还在等着美国FDA的批准。

 总的来说，
公司接下来的增长就是靠NGC的扩展和AMG的成长。

 最后是人见人爱的股息：
每股2.2sen。

 以上就是HARTA最新财政报告的点滴，
想要知道得更详细的话，
最好还是自己下载一份来看。

 投资就是自己思考，自己做决定。

 感谢阅读。






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HARTALEGA latest financial report


Today I would like review the latest financial report of HARTA.

 Frankly speaking,
once I opened the report and saw the increasing revenue,
I was happy:

But my mood totally destroyed after looking at the net profit.....
Aiks.......

 The comparison of same quarter last year:
The revenue increased by 22.2%,
and since the sales volume grew by only 10.6%,
which meant the selling price was much higher.

 Comparing with previous quarter,
the profit dropped by 2.4%:

Mainly because of foreign exchange loss.

 The prospects of the company:
Plant 5 started to commission at August 2018,
while construction of Plant 6 and 7 will be following soon.

 First shipment of AMG have been delivered and the company already received orders from over 10 countries.
Approval from FDA is still in the working.

 As conclusion,
the growth of the company will be relying on the expansion of NGC and the growth of AMG.

 Lastly,
the dividend that everyone loved:
2.2sen per share.

 That's all for the laest financial report of HARTALEGA,
if you want to know more details,
is better to download the report and read by yourselves.

 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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Monday 19 November 2018

2018年篇:长期投资的后果...........


这篇文章，
我从3年前就在投资论坛那里写过了，
然后每年10月尾都会更新一次。

 当时为什么会写这篇文章呢？

 那是因为一位论坛网友saingkee5151兄发了一个标题为“长期投资，十年大计！！”的帖子。
当时想过去留言说点什么，
但那时是2015年，而我从2011年开始投资，
人家既然要10年，
那么当时只有10年投资经历一半的我也没有资格说些什么......

 不过那时也很好奇，
我早期买入的股项一直持有了几年后，
到现在究竟会有多少回酬呢？

 所以我就开始记录：
(根据2018年11月9日的闭市价，所记录的都是当时买入后一直持有到现在的股项。)

首先，
是2014年所买入的:
LPI。
今天闭市价：RM16.60
2014年最低买入价：RM9.37 (股价已经随红股调整)
回酬（未包括股息）：77.2%
股息(根据收到的日期)：
2014 : 11.08sen
2015 : 30.58sen+16.67sen
2016 : 41.67sen +20.83sen
2017 : 45.83sen + 22.5sen
2018 : 37.5sen + 27sen
总股息：RM2.5366
RM16.60+RM2.5366 = RM19.1366 (总回酬为104.2%)
也就是说当年如果用1million买进，
那么现在会变成2.042million。
肯用杠杆的话，简单突破2million。
如果当敢死队，去大力杠杆的话，直逼3million。

然后，
是2012年买入的：

 AEONCR.
今天闭市价：RM16.10
2012年最低买入价：RM5.58  (股价已经随2次红股调整)
回酬（未包括股息）：188.5%
股息(根据收到的日期)：
2012 : 9.3sen+10.7sen
2013 : 13sen + 14.9sen
2014 : 16sen+18.3sen
2015 : 19.7sen+19.9sen
2016 : 19.7sen +20.3sen
2017 : 21.7sen+21.1sen
2018 : 20sen+22.25sen
总股息：RM2.4685
RM16.10+RM2.4685 = RM18.5685 (总回酬为232.8%)
也就是说当年如果用1million买进，
那么现在会变成3.328million。
肯用杠杆的话，突破4million也可以。
如果当敢死队，去大力杠杆的话，直逼5million。

然后，
是2011年买入的：

 PANAMY.
今天闭市价：RM38.24
2011年最低买入价：RM17.50
回酬（未包括股息）：118.5%
股息(根据收到的日期)：
2012 : 11.25sen+78.75sen
2013 : 11.25sen+173sen
2014 : 11.25sen+58sen
2015 : 15sen+127sen
2016 : 15sen+124sen
2017 : 15sen+102sen
2018 : 15sen+233sen
总股息：RM9.625
RM38.24+RM9.625 = RM47.865 (总回酬为173.5%)
也就是说当年如果用1million买进，
那么现在会变成2.735million。
肯用杠杆的话，突破3million也可以。
如果当敢死队，去大力杠杆的话，直逼4million。

PBBANK.
今天闭市价：RM24.70
2011年最低买入价：RM12.68
回酬（未包括股息）：94.8%
股息(根据收到的日期)：
2011 : 20sen + 28sen
2012 : 20sen + 30sen
2013 : 22sen + 30sen
2014 : 23sen + 31sen
2015 : 24sen + 32sen
2016 : 26sen + 32sen
2017 : 27sen + 34sen
2018 : 32sen
总股息：RM4.11
RM24.70+RM4.11 = RM28.81 (总回酬为127.2%)
也就是说当年如果用1million买进，
那么现在会变成2.272million。
肯用杠杆的话，突破2million也可以。
如果当敢死队，去大力杠杆的话，直逼3million。

NESTLE.
今天闭市价：RM143.70
2011年最低买入价：RM47.60
回酬（未包括股息）：201.9%
股息(根据收到的日期)：
2011 : 55sen
2012 : 125+55sen
2013 : 155+60sen
2014 : 175+60sen
2015 : 175+65+65sen
2016 : 130+70+70sen
2017 : 130+70sen+70sen
2018 : 135+70sen
总股息：RM17.35
RM143.70+RM17.35 = RM161.05(总回酬为238.3%)
也就是说当年如果用1million买进，
那么现在会变成3.383million。
肯用杠杆的话，突破4million也可以。
如果当敢死队，去大力杠杆的话，直逼5million。

AEON
今天闭市价：RM1.76
2011年最低买入价：RM1.4425
回酬（未包括股息）：22%
股息(根据收到的日期)：
2011 : 4sen
2012 : 4.75sen
2013 : 6sen
2014 : 5.5sen
2015 : 5sen
2016 : 4sen
2017 : 3sen
2018 : 4sen
总股息：RM0.3625
RM1.76+RM0.3625 = RM2.1225(总回酬为47.1%)
也就是说当年如果用1million买进，
那么现在会变成1.471million。
肯用杠杆的话，突破2million也可以。
如果当敢死队，去大力杠杆的话，直逼3million。
DLADY
今天闭市价：RM63.96
2011年最低买入价：RM18.44
回酬（未包括股息）：246.9%
股息(根据收到的日期)：
2011 : 37.5sen
2012 : 130+130sen
2013 : 130+130sen
2014 : 110+110sen
2015 : 110+110sen
2016 : 110+110sen
2017 : 110+60sen+110sen
2018 : 110sen
总股息：RM16.075
RM63.96+RM16.075 = RM80.035(总回酬为334%)
也就是说当年如果用1million买进，
那么现在会变成4.34million。
肯用杠杆的话，突破6million也可以。
如果当敢死队，去大力杠杆的话，直逼8million。
如果好奇去年的2017年篇，
请点击这里：
https://thecellist-investment.blogspot.com/2017/10/2017_29.html
每次写完，
我都会感到遗憾说要是2011年时就有1百万好了.....
偏偏当时我的资金连5位数都不到......

 当然，
也不是说长期投资就是最好的，
就像上面看到的AEON，
买了坚持长期不卖的话，
回酬就是惨不忍睹.............

 不管怎样，
现在我已经迈入长期投资的第8年，
希望以后也能继续坚持下去。

 也请期待明年的2019年篇~




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Year 2018 version:The consequence of long term investing.....................


I wrote this article 3 years ago at the investment forum,
and then I update it at end of October every year.

 Why did I write this article last time?

 This is because 3 years ago at the investment forum,
someone with username "saingkee5151" posted an thread with the title "Long term investment, 10 years strategy!!".
(the thread title is directly translated from mandarin so......... -_-)

 Anyway,
at that time I felt like post something at that thread too.
However I started investing at year 2011 and it was year 2015 that time.
People talked about 10 years, my investment experience only around half of 10years,
so I felt like I am not qualified to say anything at that thread..........

 I was curious though.

 Those shares that I bought at my early time and hold it until now,
how much returns were they?

 So I started to record:
(based on closing price of 9th November 2018, I only record those shares that I bought and still holding them until now.)
1st,
is the shares I bought at year 2014:
LPI。
Today closing price：RM16.60
Lowest price bought at that year ：RM9.37 (adjusted with bonus issue)
Return (excluding dividends )：77.2%
Dividend (according to payment date)：
2014 : 11.08sen
2015 : 30.58sen+16.67sen
2016 : 41.67sen +20.83sen
2017 : 45.83sen + 22.5sen
2018 : 37.5sen + 27sen
Total dividend ：RM2.5366
RM16.60+RM2.5366 = RM19.1366 (Total return is 104.2%)
If I used 1millions to buy in that time,
it will grows into 2.042millions now.
If leverage, easily 2millions.
If dare to maximize leverage, can reach 3millions.
Then, the shares that I bought at 2012:
AEONCR.
Today closing price：RM16.10
Lowest price bought at that year ：RM5.58  (adjusted after 2 times bonus issues )
Return (excluding dividends )：188.5%
Dividend (according to payment date)：
2012 : 9.3sen+10.7sen
2013 : 13sen + 14.9sen
2014 : 16sen+18.3sen
2015 : 19.7sen+19.9sen
2016 : 19.7sen +20.3sen
2017 : 21.7sen+21.1sen
2018 : 20sen+22.25sen
Total dividend ：RM2.4685
RM16.10+RM2.4685 = RM18.5685 (Total return is 232.8%)
If I used 1millions to buy in that time,
it will grows into 3.328millions now.
If leverage, easily 4millions.
If dare to maximize leverage, can reach 5millions.

Lastly, those shares that I bought at year 2011:
PANAMY.
Today closing price：RM38.24
Lowest price bought at that year ：RM17.50
Return (excluding dividends )：118.5%
Dividend (according to payment date)：
2012 : 11.25sen+78.75sen
2013 : 11.25sen+173sen
2014 : 11.25sen+58sen
2015 : 15sen+127sen
2016 : 15sen+124sen
2017 : 15sen+102sen
2018 : 15sen+233sen
Total dividend ：RM9.625
RM38.24+RM9.625 = RM47.865 (Total return is 173.5%)
If I used 1millions to buy in that time,
it will grows into 2.735millions now.
If leverage, easily 3millions.
If dare to maximize leverage, can reach 4millions.

PBBANK.
Today closing price：RM24.70
Lowest price bought at that year ：RM12.68
Return (excluding dividends )）：94.8%
Dividend (according to payment date)：
2011 : 20sen + 28sen
2012 : 20sen + 30sen
2013 : 22sen + 30sen
2014 : 23sen + 31sen
2015 : 24sen + 32sen
2016 : 26sen + 32sen
2017 : 27sen + 34sen
2018 : 32sen
Total dividend ：RM4.11
RM24.70+RM4.11 = RM28.81 (Total return is 127.2%)
If I used 1millions to buy in that time,
it will grows into 2.272millions now.
If leverage, easily 2millions.
If dare to maximize leverage, can reach 3millions.

NESTLE.
Today closing price：RM143.70
Lowest price bought at that year ：RM47.60
Return (excluding dividends )）：201.9%
Dividend (according to payment date)：
2011 : 55sen
2012 : 125+55sen
2013 : 155+60sen
2014 : 175+60sen
2015 : 175+65+65sen
2016 : 130+70+70sen
2017 : 130+70sen+70sen
2018 : 135+70sen
Total dividend ：RM17.35
RM143.70+RM17.35 = RM161.05(Total return is 238.3%)
If I used 1millions to buy in that time,
it will grows into 3.383millions now.
If leverage, easily 4millions.
If dare to maximize leverage, can reach 5millions.

AEON
Today closing price：RM1.76
Lowest price bought at that year ：RM1.4425
Return (excluding dividends )）：22%
Dividend (according to payment date)：
2011 : 4sen
2012 : 4.75sen
2013 : 6sen
2014 : 5.5sen
2015 : 5sen
2016 : 4sen
2017 : 3sen
2018 : 4sen
Total dividend ：RM0.3625
RM1.76+RM0.3625 = RM2.3725(Total return is 47.1%)
If I used 1millions to buy in that time,
it will grows into 1.471millions now.
If leverage, easily 2millions.
If dare to maximize leverage, can reach 3millions.

DLADY
Today closing price：RM63.96
Lowest price bought at that year ：RM18.44
Return (excluding dividends )：246.9%
Dividend (according to payment date)：
2011 : 37.5sen
2012 : 130+130sen
2013 : 130+130sen
2014 : 110+110sen
2015 : 110+110sen
2016 : 110+110sen
2017 : 110+60sen+110sen
2018 : 110sen
Total dividend ：RM16.075
RM63.96+RM16.075 = RM80.035(Total return is 334%)
If I used 1millions to buy in that time,
it will grows into 4.334millions now.
If leverage, easily 6millions.
If dare to maximize leverage, can reach 8millions.
If you are curious about the year 2017 version,
feel free to have a read:
https://thecellist-investment.blogspot.com/2017/10/year-2017the-consequence-of-long-term.html

 Everytime after finishing this,
I always feel wasted that if only I have 1 million at year 2011.....
but at that time my investment capital was not even 5 figures..........

 Of course,
this doesn't mean that long term investment is the best.

 Like the AEON that I mentioned before,
the return will be very bad.

 Anyway,
this year is already my 8th year of long term investing,
and I will still apply this same strategy.

 I will update this article next year October~

 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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Sunday 11 November 2018

AEONCR最新季度财政报告


今天来看一看10月时AEONCR释出的财政报告：

 营业额稍微成长了6.7%，
幸好Other Income那里增加很多，
让盈利足足成长13%。

 EPS方面：
可以拿来自己算算PE数学题。

 然后，
管理层的发言：

 最令人开心的，
就是NPL ratio从2.48%降至2.07%。

 此外，
老话一句，
公司根据生意计划的进展，有信心维持今年的业绩。

 最后是人见人爱的股息：

 每股派22.25sen，
去年是20sen，足足多了2.25sen。

 业绩进步，
股息增加，
值不值得持有？
那就见仁见智了。

 投资就是自己思考，自己做决定。

 感谢阅读。







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AEONCR latest financial report


Today let's have a look at AEONCR latest financial report which was released at October 2018:

The revenue slightly grew by 6.7%,
Other Income segment increased a lot,
so overall the profit grew by 13%.

 For the EPS:
Feel free to calculate the PE Maths question~

 Review by the management:

I am happy to see that the NPL ration dropped from 2.48% to 2.07%.

 As for current year prospects:
Still the same old sentence:
The company expects to maintain its financial performance based on the scheduled implementation of its business plan.

 As for the dividend:

A dividend of 22.25sen per share was announced,
last year same quarter was 20sen, so an increment by 2.25sen.

 The business is growing,
the dividend is growing,
is it worthy to invest?
Well....
different people have different opinion.

 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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Saturday 3 November 2018

等啊等，股市风暴何时来？


话说我从2011年开始投资，
至今都快8年了。

 当年我开始投资时，
很多人都在等。
等什么？
等3年一次的股市风暴。

 2012年我继续投资，
很多人还是在等。
等什么？
等4年一次的股市风暴。

 2013年我仍然在投资，
很多人还是在等。
等什么？
等5年一次的股市风暴。

 如今已是2018年，
我还在继续投资，
而很多人还是在等。
等什么？
等10年一次的股市风暴。

 以下是我在2015年左右时写过一段关于等待股市风暴的话：

 对呀，你要等到风暴时来买也可以。
上一次风暴是在2008年，下一次呢？

 老实说，我在2011年开始投资的。

 如果我从2011年开始一直都在等风暴，
那么很肯定我不会有现在的身家。

 最重要的是，
我还是个level 1的投资者，
因为我等的这5年没有累计任何投资经验。

 当然，
我不是说不能等风暴来。

 好像一些成功的前辈那样，
现在等风暴的，
把钱放银行拿利息就能过活，
就算风暴不来，他也无所谓，反正他一大把钱了。
可是我呢？

 如果我一直等，
而风暴一直不来，
那么我就浪费了累积投质经验的机会。

 现在投质有风险，但等风暴来也有风险。
一切都在于个人的选择。

 而且，
我相信我选择的投资组合，
能够在风暴来临时，保护我跌得比较轻。

 对于当年所说过的这一段话，
我到现在仍然保持同样的看法。

 特别是等得越久，
累积得越多资金，
但却零投资经验的人。

 当股市风暴真的来临时，
毫无投资经验的人真的敢把资金投入风暴中吗？

 如今NESTLE股价是RM140++，
当风暴来临，
跌到RM50以下，
你敢买入吗？
还是会继续等待的习惯，
要等到RM20以下才买？

 就像你在森林中孤身一人遭到大熊的袭击，
手上有把屠龙刀或倚天剑，
但没有任何战斗经验的你打得过大熊吗？

 这就是为什么，
过去近8年我一直在累积投资经验。

 投资就是自己思考，自己做决定。

 感谢阅读。














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