2025年7月交易记录

 

2025年7月交易记录

幸好投资股票的运气不错，还收到一些股息。

7月份黄金和股票都波动大。

卖出 : 
买入/加码 ：KIPREIT

提醒自己选股条件 - 派发股息

 为什么要选有派发股息的公司？

如果一间持续赚钱又没有派发股息的公司对我们有什么好处？

- 管理层赚钱又不分给你，我们只是靠股价波动赚钱，如果你是高手又有时间盯盘可以的。

我如何定位多少股息才好？

- 我的要求是持续有DY 5%以上，如果公司健康当然越高越好但不包括Special Dividend。

什么是健康派息？

- 就是公司拿出盈利的多少个百分比(DPS)，未必是越多越好，还要看公司的未来规划。

方程式

Basic 基本
Shareholder’s Equity = Assets – Liabilities
EPS Earning per Share = Net Profit after Tax/Total No. of Shares
NTA Net Tangible Asset = Net Tangible Asset/No. of Shares
ROE Return on Equity = EPS/NTA or Net Income/Shareholder’s Equity
PE Price Earning Ratio = Market Price/EPS
DY Dividend Yield = Annual Dividend per share/Market Price

DPS = DY/EPS

Performance Ratio 表现比率
Gross Profit Margin = (Profit Before Tax/Turnover)*100
Net Profit Margin = (Profit After Tax/Turnover)*100
Current Assets Turnover = Revenue/Current Assets
Fixed Assets Turnover = Revenue/Fixed Assets
Total Assets Turnover = Revenue/Total Assets
Revenue Per Share = Revenue/Issued Shares
Inventory Turnover = Revenue/Inventory

Liquidity Ratio 财务流动比率
Current Ratio = Current Assets/Current Liabilities
Acid Test Ratio = (Current Assets-Stock)/Current Liabilities
Interest Coverage = Profit Before Tax/Interest Charge

Growth Ratio 成长比率
Annual Revenue Growth Rate(%) = ((Current Year Revenue-Last Year Revenue)*100)/Last Year Revenue
Annual Profit Growth Rate (%) = ((Current Year Profit-Last Year Profit)*100)/Last Year Profit

Debt Ratio 债务比率
Debtors Turnover (Days) = (Debtors/Turnover)*365
Creditors Turnover (Days) = (Creditors/Turnover)*365
Debt Ratio (%) = (Total Liabilities/Total Assets)*100
Current Debt To Equity Ratio (%) = (Current Liabilities/Shareholders Fund)*100
Total Debt To Equity Ratio (%) = (Total Liabilities/Shareholders Fund)*100

Warrant 凭单
Gearing = Market Price /Warrant Price (Big)
Parity = Market Price /Convert Price (Small)
Convert Price Differential= [(Warrant Price + Convert Price) – Market Price] / Market Price (Big)

转载：klseblog