Saturday, October 31, 2015

中国两胎制开放,谁是赢家,谁是输家

中国今天(29日)宣布全面实施二胎政策,积极展开应对人口老龄化行动。有专家预测,二胎政策全面开放后,每年新增人口最高可达800万人

谁是赢家,谁是输家?



Ali对中国股票,不是很熟,只是随便说说。

婴儿用品,
★Goodbaby来自好孩子 Int`l (01086),香港上市。http://www.gbinternational.com.hk/
★Pigeon,(7956)日本上市。http://www.pigeon.com/
★Unicharm,尿片公司,(8113),日本上市。http://www.unicharm.co.jp/

★儿童护理,China Child Care Corp Ltd, formerly Prince Frog International Holdings Limited (01259),香港上市。http://www.princefrog.com.cn/。当天股价暴涨35%

奶粉公司
★Mead Johnson Nutrition,NYSE: MJN,美国上市。http://www.meadjohnson.com/
★Fonterra,新西兰上市。http://www.fonterra.com/
★FrieslandCampina,(Dutch Lady Milk母公司)。https://www.frieslandcampina.com

谁是输家?
应该是保险套公司,包括Karex(大马上市),Okamoto(5122)日本上市


如何投资外国公司,看看
Ali用的海外证商经验分享- TD Ameritrade
除了美国上市股票,其他国家也能。


【十载投资,路在何方,扎根本土,放眼世界】

5 comments:

  1. Hi Ali,
    Not long ago, you used to publish the stock portfolio of one popular local investor but you stopped doing so later. I suppose you extracted the data from CIMB stock broking. Do you mind to share the steps how to extract the data with me ? I will not publish his stock portfolio online, I just want to use that for reference to help my own investment. Thanks in advance.

    ReplyDelete
    Replies
    1. hi valugrowth88
      Many has same request like you. it is make dilema situation for me, shall I continue or not. At the moment now, all his portfolio post are pull off.
      however, I hope you like my other post and get some idea of research
      《旧地重游,发展无情》
      《旧区重建,一屋换一屋,小屋换大屋》
      《旧车刷新漆,重新上路》

      Delete
    2. Hi Ali,
      If it is convenient to let me know the steps, you can email me at valuegrowth88@gmail.com. Otherwise, that is fine. Thank you.

      Delete
  2. I don't think karex will be affected much, if yes is only short term. After the second child still need to use rite haha

    ReplyDelete