【HENGYUAN 4324 交流专区】 （前名 SHELL）

33333

如果时间安排的到的话，要去股东大会听听，派息政策。

弹煮

单位数的profit margin，不看也罢。

33333

cash flow较重要吧。

弹煮

cash flow固然重要，但是营业额酱大，盈利鸡碎酱多。

tan81

有兴趣的话，可以到这里看：

http://tan81.blogspot.com/2008/0 ... 24-version-iii.html

那么就可以明白为何不可以只参考Profit  Margin 了。

弹煮

因为有其他既cash flow好，赚幅又大的公司，所以shell不够看。
自己找。

publicpang

SHELL的黄金时间已过.........

StockSniper

股息够Gau!每年股息就够我年年换辆Myvy.
不好意示我在1999年的时候花光我阿公给我的RM500,000.在RM4.00买了Shell到现在。

这十年的股息不断用来买些尤质股。现在我没工作咯，每年总股息就够我养活全家啦。

谢谢Shell.以后天天打油都用你。

小散户

原帖由 StockSniper 于 1-5-2008 07:57 PM 发表
股息够Gau!每年股息就够我年年换辆Myvy.
不好意示我在1999年的时候花光我阿公给我的RM500,000.在RM4.00买了Shell到现在。

这十年的股息不断用来买些尤质股。现在我没工作咯，每年总股息就够我养活全家啦。
...

真羡慕你啊..

StockSniper

Heng啊！当年好才没有用我阿公的RM500,000去买店，不然现在还在挨供期。

小散户

原帖由 StockSniper 于 1-5-2008 08:06 PM 发表
Heng啊！当年好才没有用我阿公的RM500,000去买店，不然现在还在挨供期。

我也希望以后可以靠股息生活...

悶蛋

原帖由 StockSniper 于 1-5-2008 07:57 PM 发表
股息够Gau!每年股息就够我年年换辆Myvy.
不好意示我在1999年的时候花光我阿公给我的RM500,000.在RM4.00买了Shell到现在。

这十年的股息不断用来买些尤质股。现在我没工作咯，每年总股息就够我养活全家啦。
...

高股息股买价最重要,
活生生,血淋淋的例子

Kino

原帖由 StockSniper 于 1-5-2008 08:06 PM 发表
Heng啊！当年好才没有用我阿公的RM500,000去买店，不然现在还在挨供期。

恭喜大大,
可以分享当时为什么会sien shell 吗?
只买shell 吗?

StockSniper

大公司历史悠久，赚副稳定，最重要是鬼佬公司有稳定派息舍得给。资产多，债务低，现金储备也多。当时SHELL也算是油站里的名牌比较多人用。现在忙着买Carlsberg。

tan81

Oil nears $123 on $200 oil prediction, supply concerns
Tuesday May 6, 1:23 pm ET
By John Wilen, AP Business Writer
Oil prices rise to record near $123 a barrel on prediction of $200 oil, supply concerns

NEW YORK (AP) -- Oil futures blasted to a new record over $122 a barrel Tuesday, gaining momentum as investors bought on a forecast of much higher prices and on any news hinting at supply shortages. Retail gas prices edged lower, but appear poised to rise to new records of their own in coming weeks.

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A new Goldman Sachs prediction that oil prices could rise to $150 to $200 within two years seemed to motivate much of Tuesday's buying, although a falling dollar and increasing concerns about declining crude production in Mexico and Russia contributed, analysts say.

The Energy Department raised its oil and gasoline price forecasts, but also predicted that high prices will cut demand more than previously thought.

Light, sweet crude for June delivery jumped to a new record of $122.73 a barrel before retreating slightly to trade up $2.10 at $122.07 on the New York Mercantile Exchange.

Oil prices have nearly doubled from about $62 a barrel a year ago, which Goldman sees as a sign that the world is in the midst of a "super spike" in oil prices. Analyst Arjun Murti said in a research note released Monday that prices would ultimately force demand to fall sharply.

Not everyone shares Goldman's view. Tim Evans, an analyst at Citigroup Inc., countered Goldman's analysis with a note predicting that crude prices could as easily fall to $40 a barrel as rise to $200 over the next two years because supplies are, as Evans put it, comfortable.

James Cordier, president of Tampa, Fla., trading firms Liberty Trading Group and OptionSellers.com, said Goldman's prediction isn't necessarily new: "We've heard numbers like these out of Goldman Sachs, especially over the last 12 months."

Indeed, it's not the first time Murti has espoused a super spike theory; in an April 2005 note, he predicted the oil market was in the early stages of an unprecedented rally that would send prices from a then-record of about $57 a barrel to $105.

But some investors respond to such predictions by buying, Cordier said.

Meanwhile, in a monthly report, the Energy Department's Energy Information Administration predicted oil prices will average $110 a barrel this year, up $9 from last month's forecast. The EIA also said high prices will cut U.S. demand for petroleum products by 330,000 barrels a day this year; last month, the EIA predicted U.S. petroleum consumption would fall by 210,000 barrels a day.

But strong demand for oil from countries such as China, India, Russia, Brazil and in the Middle East will support high prices and keep global oil demand growing by about 1.2 million barrels a day this year, unchanged from last month's forecast, the EIA said.

A falling dollar on Tuesday also gave traders reason to buy. Investors often buy commodities such as oil as a hedge against inflation when the dollar falls, and a weaker greenback makes oil cheaper to investors overseas. Many analysts feel the dollar's protracted decline is the real reason oil prices have nearly doubled since last year.

Cordier said investors are also increasingly concerned about falling oil production in Russia and Mexico, which are both major oil producers. And prices are still supported by concerns about supply disruptions in Nigeria, where production at a Royal Dutch Shell PLC facility was cut after a weekend attack, and in Iraq, where Kurdish rebels warned they could launch suicide attacks against American interests to punish the U.S. for sharing intelligence with Turkey after Turkey bombed rebel bases in Iraq on Friday.

At the pump, meanwhile, the national average price of a gallon of regular gas slipped 0.1 cent overnight to $3.61, according to AAA and the Oil Price Information Service. Analysts are split over how high gas will go; while prices have slipped lower since May 1, leading some analysts to say gas is close to peaking, others predict the fuel will follow oil's upward surge.

"You're going to see new highs for gas prices, probably for the weekend," said Cordier, who predicts an average price of $4 a gallon in the coming weeks.

In its report, the EIA said gas prices will peak at a montly average of about $3.73 a gallon in June, about 13 cents higher than its previous forecast.

In other Nymex trading Tuesday, June gasoline futures rose 5.87 cents to $3.1116 a gallon after earlier setting a new trading record of $3.126. June heating oil futures rose 5.48 cents to $3.3613 a gallon after rising to their own trading record of $3.3634, and June natural gas futures rose 5.4 cents to $11.232 per 1,000 cubic feet.

In London, June Brent crude futures rose $2.35 to $120.48 on the ICE Futures exchange.

tan81

终于收到SHELL给我的回信。

http://tan81.blogspot.com/

[ 本帖最后由 tan81 于 10-5-2008 12:42 AM 编辑 ]

tan81

Gas jumps above $3.67, oil passes $126 on Venezuela concerns
Friday May 9, 12:11 pm ET
By John Wilen, AP Business Writer
Gas pushses above $3.67 a gallon, while oil passes $126 on Venezuela supply concerns

NEW YORK (AP) -- Oil rose above $126 a barrel for the first time Friday, bringing its advance this week to nearly $10, as investors questioned whether a possible confrontation between the U.S. and Venezuela could cut exports from the OPEC member. Gas prices, meanwhile, rose above an average $3.67 a gallon at the pump, following oil's recent path higher.

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On Friday, The Wall Street Journal published a report that suggested closer ties between Venezuelan President Hugo Chavez and rebels attempting to overthrow Colombia's government. Chavez has been linked to Colombian rebels previously, but the paper reported it had reviewed computer files indicating concrete offers by Venezuela's leader to arm guerillas. That appears to heighten the chances that the U.S. could impose sanctions on one of its biggest oil suppliers.

"If we put on sanctions, I'm sure Chavez would threaten to cut off our oil supply," said Phil Flynn, an analyst at Alaron Trading Corp. "Obviously that would have a major impact on oil prices."

Light, sweet crude for June delivery vaulted to a new record of $126.20 in morning trading on the New York Mercantile Exchange before retreating to trade up $1.28 at $124.97 a barrel.

Even if Chavez cut oil shipments to the U.S., Venezuelan oil would still make its way to the U.S. via middle men, who would buy it from Venezuela and resell it to the U.S., Flynn said. But that new layer in the supply chain would bump up costs.

Oil prices also were boosted Friday by the dollar, which declined against the euro. The European Central Bank said it was unlikely to consider interest rate cuts to cool the strong euro against the slumping dollar. Investors often buy commodities such as oil as a hedge against inflation when the greenback falls. A weaker dollar also makes oil less expensive to overseas investors.

Many analysts believe the dollar's protracted decline has much to do with the doubling in oil prices since this time last year. Another school of thought thinks tight global supplies of oil, driven by growing demand in countries such as China, Brazil and India, is the primary factor driving oil higher.

Oil's surge is pushing retail gas prices higher. The national average price of a gallon of regular gas jumped 2.6 cents overnight to a record $3.671 a gallon according to a survey of stations by AAA and the Oil Price Information Service. The Energy Department expects prices to peak at a monthly average of $3.73 in June, though many analysts say national average prices could rise as high as $4. Consumers in many regions, including parts of California and Hawaii, are already paying that much.

Demand for diesel fuel is also growing worldwide, but supplies of distillates, which include diesel and heating oil, fell unexpectedly last week, the Energy Department said Wednesday. That's pushing U.S. diesel prices to record highs and inflating heating oil prices in the futures market; heating oil futures are often viewed as a proxy for diesel.

Heating oil for June delivery rose 7.15 cents to $3.5813 on the Nymex after earlier setting a trading record of $3.6125. At truck stops, retail diesel prices rose 1.8 cents overnight to a record national average of $4.269 a gallon,

Diesel is used to move most of the world's food, consumer and industrial goods via truck, ship and rail. Skyrocketing diesel prices are part of the reason food and consumer goods prices are so high.

In other Nymex trading Friday, June gasoline futures rose 3.92 cents to $3.177 a gallon, and June natural gas futures rose 14.8 cents to $11.411 per 1,000 cubic feet.

In London, June Brent crude futures rose $1.83 to $124.67 a barrel on the ICE Futures Exchange.

Associated Press Writer Pablo Gorondi in Budapest and AP Business Writer Thomas Hogue in Bangkok, Thailand, contributed to this report.

股市菜鳥

原帖由 StockSniper 于 1-5-2008 07:57 PM 发表
股息够Gau!每年股息就够我年年换辆Myvy.
不好意示我在1999年的时候花光我阿公给我的RM500,000.在RM4.00买了Shell到现在。

这十年的股息不断用来买些尤质股。现在我没工作咯，每年总股息就够我养活全家啦。
...

你好利害，眼光那么準又这么有耐心，我要封你为偶像請问怎么看他的另一个对手ESSO，最近开始從底部回升,我在2.10買進，这股可以像SHELL一样長期持有吗？而且油價一直在升，对它是否有利？

股市菜鳥

原帖由 StockSniper 于 2-5-2008 12:04 PM 发表
大公司历史悠久，赚副稳定，最重要是鬼佬公司有稳定派息舍得给。资产多，债务低，现金储备也多。当时SHELL也算是油站里的名牌比较多人用。现在忙着买Carlsberg。

請问買進CARLSBERG又是抱着什么理由,不是也因为它也是名牌,有很多消费者，又打算持股多久？

tan81

持股超过百万市值的Thermofisher 留言：

现在无论是原油，棕油，甚至是白米，都企在历史高位，你觉得是一种泡沫？还是合理的现象？你觉得这种现象还会将会持续下去？

如果我是你，现在我尽可能避免投资在SHELL，因为：

1）公司没有什么成长，业绩也不算稳定，而且派息率只有5％～7％，我不觉得它会比PBB值得投资；

2）国际油价已经接近泡沫化，现在入场的风险很高，一旦国际油价崩跌，SHELL肯定难逃下跌的命运；

3）政府肯定会在近期提高汽油售价，而且马来西亚的经济也很明显的放慢，尤其是制造业，这会直接或间接的减低汽油的使用量，那么SHELL的赢利也会步入衰退；况且，SHELL不象国油有政府在背后支持与津贴，如果市场萎缩政府肯定会帮国油扩张分店及维持营运，SHELL就没有这种优势。