Shenzhen Investment (604)
Shenzhen Investment Ltd. engages in the provision of real estate. Its activities include development and construction of residential, commercial, and industrial properties. It operates through the following segments: property development, property investment, property management, manufacture, and others. The property development segment engages in the development of residential, industrial and commercial properties. The property investment segment invests in residential, industrial, and commercial properties. The property management segment refers to the management of both properties developed by the group and external parties. The manufacture segment engages in the manufacture and sale of industrial and commercial products. The other segment refers to hotel operations, manufacture and sale of aluminum alloy products and agricultural products, design and construction of gardens and other business. The company was founded on December 15, 1992 and is headquartered in Hong Kong.
|Market Price at 19-01-2018
|Price to Earnings Ratio
|Return on Equity (ROE)
Blog posts that reference Shenzhen Investment:
Friday, April 22, 2016
With the addition of New Zealand stocks, Skaffold has also added some new functionality in the portfolio section. Lets start with the Stocks tab. You can now see at stock level the market value, number of units and market price of each of your stocks.
When you have a lot of transactions recorded, it can be laborious to go through them and find specific transactions for individual stocks. We have now built a smart search and filter function within your portfolio where you can narrow down your view to specific transactions.
Skaffold’s weighting tab allows you to see how diversified your portfolio is across sectors and also by market cap by not only telling how much of your portfolio (Dollar figure) is invested in a particular sector but also the percentage invested in an individual market cap or sector
Thursday, April 21, 2016
It is a well known fact that Australians and New Zealanders have a rich history of gentle ribbing, but while the great debate about who makes the better Pavlova remains unresolved, Skaffold has found some common ground where we all agree and that is adding New Zealand stocks dual listed on the ASX into Skaffold. We have added 39 requested stocks into Skaffold (Australia).
Wednesday, April 06, 2016
When you hear Vita Group you probably think of vitamins and wonder if they are as hot a stock as Blackmores. In actual fact Vita Group has nothing to do with vitamins but a lot to do with mobile phones. Vita Group is a technology retailer but a very different business to JB Hi-Fi or the ill-fated Dick Smith.
Vita generates the majority of its revenue through the operation of Telstra Stores. It manages 100 Telstra-branded retail stores and 21 Telstra Business Centres. Having a large proportion of revenue tied to one partner can be risky, however in March the Master license agreement with Telstra was extended to the end of 2020.
Thursday, July 09, 2015
In the May 2014 edition of Money magazine we compared Australia’s Top 10 stocks by market capitalisation against their global counterparts. We’ve just completed the process again: Australia’s Top 10 vs the world. You’ll be able to read our insights in Money’s August 2015 edition, on sale from 6 August).
To test our theory, we created a hypothetical $100,000 portfolio equally invested across the nine global stocks identified in the May 2014 article.
Including unrealised gains, dividends and currency gains, the stocks returned 29.9 per cent. By comparison the All Ords Accumulation Index returned 7.8 per cent. Skaffold’s global stocks outperformed the Index by 22.1 per cent, or 6.3 per cent if you exclude currency gains. That’s not too bad.
Wednesday, July 02, 2014
I had a great day at the Microequities ‘Rising Stars’ conference in Sydney yesterday. Big thanks to Eva at Microequities for putting on such a fantastic event. Phil, great to catch up with you. And Gerald, I promise I wasn’t spying on your iPad, just pleased to sport another Skaffold member.
I’ll publish a collection of blog posts over the next week or so (I took 9 pages of notes, comprising more than 4,000 words yesterday, so there is plenty to write about).
If you attended the event, or am a shareholder in any of these businesses, we’d love to hear from you. Why did you decide to become a part owner of these micro cap stocks?
Friday, June 06, 2014
Fancy meeting a few CEOs and hearing straight from the horse’s mouth, so to speak, what’s in store for your businesses over the next few years?
You can – on 1 July in Sydney (very excited to receive the invitation in my inbox yesterday).
Vocus Communications, BigAir Group, Pro Medicus, RXP Services, ASG Group, eBet, PS&C and Ecosave CEOs will present at the upcoming Microequities Rising Stars conference. Are you going to join me at the event?
Tuesday, April 01, 2014
Given the uncertainty over earnings growth in 2014/15, you understandably don’t want to pay any more than you need to for top stocks. But there are occasions when you shouldn’t be deterred from paying close to or indeed above intrinsic value (IV) for quality companies on a strong growth trajectory.
As a value investor, sometimes you’re better off buying a quality business with plenty of growth in front of it at a (slight) premium to its intrinsic value than trying to save money on a bad stock that’s languishing.
Tuesday, February 04, 2014
Given that the decision by Chinese auto manufacturer Great Wall Motor Co (HK: 2333) to delay launching its most expensive SUV, the H8, impacted investor sentiment more than company fundamentals, the recent correction only widens the attractive discount to valuation the stock was already trading on.
Investor concerns over Great Wall’s decision to push back the H8 by three months, due to technical deficiencies, shaved close to HK$20 billion off its market value since 1 January 2014, making it the worst performing Hong Kong-listed automaker to date this year.
But Great Wall’s share price has surged from a low of around HK$0.50 in 2008 to a record high of just over HK$50 in October 2013 before closing at HK$36.60 on 30 January 2014 on the back of an impressive growth story.
Tuesday, January 21, 2014
Buying top-notch stocks at below their true value is the hallmark of successful value investors.
For the past two years Money magazine has asked Skaffold.com to name the Top 50 undervalued stocks, including five standouts.
Skaffold’s 2013 top stocks produced exceptional results and outperformed the All Ords Accumulation Index, as our 2012 portfolio had done the previous year. Assuming you invested $50,000 equally across the 2012 Top 5 stocks on 10 January 2012, sold on 11 January 2013, then purchased the 2013 Top 5 stocks, and sold on 10 January 2014, your 2 year return, including capital gains and income, would be 21.3% p.a.. Over the same period the All Ords Accumulation Index returned 17.5% p.a.. Skaffold’s Top Stocks outperformed the Index by 3.8% p.a.. That equates to $4,560 more profit in your pocket.
On 6 February 2014 Money magazine will hit the newsstands, unveiling Skaffold’s top stocks for 2014, which for the first time includes global shares.
Until then, here is a rundown on Skaffold’s 2012 and 2013 Money portfolios, and how the stocks stack up in Skaffold today.