五分鐘看懂財務報表
Podcast Overview
1 verified contact email on file for 五分鐘看懂財務報表
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
September 18, 2022
五分鐘看懂財務報表-美國銀行Bank of America(BAC)、Dual Class Stock
<p><strong>EP 3-28</strong></p> <p>歡迎來到五分鐘看懂財務報表，來看美國銀行Bank of America Corp.(代號BAC)年報</p> <p><strong>1為什麼想研究這家公司</strong></p> <p>此支股票參考巴菲特班討論區。</p> <p><strong>2公司賺什麼錢？</strong></p> <p>公司創立於1904年，創辦人為Amadeo Giannini，現在最大股東為波克夏，持股12%，是美國第二大銀行，主業為第一，商業銀行，也就是存放款，第二，財富管理，就是幫有錢人理財，第三，投資銀行，就是只和法人做生意的券商。</p> <p><strong>經營者</strong></p> <p><strong>目前的董事長為Brian Moynihan，畢業於布朗大學，2004年進入美國銀行。</strong></p> <p><strong>3公司的風險因素</strong></p> <p>最近美國升息，而升息對銀行有利，因為銀行可以足額調高貸款的利率，但是不足額調高存款利率，使得存放款利差擴大。</p> <p><strong>4.資產負債表</strong></p> <p>來到資產負債表</p> <p>股價淨值比P/B ratio 1.61 >1.5 X</p> <p><strong>5.損益表</strong></p> <p>來到損益表</p> <p>本益比P/E ratio 10.35 <15 O</p> <p>股東權益報酬率ROE 10.39% >10% O</p> <p>過去10年每年都獲利 O - O</p> <p>過去10年EPS成長 187.65% >30% O</p> <p><strong>6.現金流量表</strong></p> <p>來到現金流量表</p> <p>營業現金流/稅後淨利OCF/NI 123.00% >80% O</p> <p><strong>7.股東權益變動表</strong></p> <p>來到股東權益變動表</p> <p>2022.9.13股價 34.00 - -</p> <p>內部人持股比例Insider Ownership 0.12% >0.01% O</p> <p>市值 2,696億 >100億 O</p> <p><strong>8.一句話評語</strong></p> <p>若用一句話形容美國銀行，身為美國第二大銀行，如果倒了，那還有什麼沒倒？且股價便宜。</p> <p><strong>9.CFA筆記</strong></p> <p>Dual Class Stock:A company or stock with a dual-class structure has two or more classes of shares with different voting rights.</p> <p>三、名詞解釋</p> <p>moderate:to make certain that all the people marking an examination use the same standards</p> <p>Common law:A jury of ordinary people without legal training decides on the facts of the case. The judge then determines the appropriate sentence based on the jury's verdict</p> <p>Civil Law:is codified.</p> <p>outlay:an amount of money spent for a particular purpose, especially as a first investment in something</p> <p><strong>10.參考資料</strong></p> <p>財報狗</p> <p>巴菲特班洪瑞泰討論區</p> <p>Wiki</p> <p>FINVIZ</p> <p><strong>11.結語</strong></p> <p>最後，我開了一門課，有興趣的聽眾可以上網搜尋「投資神槍手」，https://reurl.cc/VDOA3R，也可以上活動通ACCUPASS報名，今天就講到這裡，下次再會，拜。</p>
September 7, 2022
五分鐘看懂財務報表-UGI Corp(UGI)、IOSCO宗旨、IASB的財報定性特質qualitative characteristics
<p><strong>EP 3-27</strong></p> <p>歡迎來到五分鐘看懂財務報表，來看UGI Corp.(代號UGI)年報</p> <p><strong>1為什麼想研究這家公司</strong></p> <p>此支股票參考巴菲特班討論區。</p> <p><strong>2公司賺什麼錢？</strong></p> <p>UGI Corp成立於1882年，銷售天然氣、電力，為美國最大的丙烷零售商，也在歐洲有液化石油氣、石油業務。</p> <p><strong>經營者</strong></p> <p><strong>目前的董事長為Frank S. Hermance，曾經是AMETEK公司的CEO，目前UGI的CEO是Roger Perreault，曾在Air Liquide公司擔任全球總裁。</strong></p> <p><strong>3公司的風險因素</strong></p> <p>目前因國際政治因素天然氣漲價，UGI也調漲價格，但公司強調不會從漲價中獲利。</p> <p><strong>4.資產負債表</strong></p> <p>來到資產負債表</p> <p>股價淨值比P/B ratio 4.99 >1.5 X</p> <p>*負債比Debt ratio 64.96% >50% X</p> <p>*流動資產/流動負債 169.68% <200% X</p> <p><strong>5.損益表</strong></p> <p>來到損益表</p> <p>本益比P/E ratio 5.10 <15 O</p> <p>股東權益報酬率ROE 18.34% >10% O</p> <p>過去10年每年都獲利 O - O</p> <p>過去10年EPS成長 41.18% >30% O</p> <p><strong>6.現金流量表</strong></p> <p>來到現金流量表</p> <p>營業現金流/稅後淨利OCF/NI 203.54% >80% O</p> <p>每股自由現金流 3.70 >0 O</p> <p><strong>7.股東權益變動表</strong></p> <p>來到股東權益變動表</p> <p>2022.9.04股價 39.04 - -</p> <p>內部人持股比例Insider Ownership 0.20% <15% X</p> <p>市值 82.7 <100億 X</p> <p><strong>8.一句話評語</strong></p> <p>若用一句話形容UGI Corp公司，每個家庭都要用瓦斯，成長穩定，股價便宜。</p> <p><strong>9.CFA筆記</strong></p> <p>International Organization of Securities Commissions(IOSCO)的目的是確保市場公平、透明、有效率，減少系統性風險，保護投資者。</p> <p>IASB的財報概念框架中，提到2個基礎定性特質，相關性與忠誠表達，與四個加強定性特質，可比較、可驗證、及時性、可理解，以及兩個限制，要在定性特質之間做衡量，且資訊的效益要大於代價。</p> <p>三、名詞解釋</p> <p>conceptual:based on ideas or principles</p> <p>set sth forth:formal for set sth out</p> <p>provision:the act of providing something</p> <p>Relevance:the degree to which something is related or useful to what is happening or being talked about</p> <p>faithful:firm and not changing in your friendship with or support for a person or an organization, or in your belief in your principles</p> <p>firm and not changing in your friendship with or support for a person or an organization, or in your belief in your principles</p> <p>pervasive:present or noticeable in every part of a thing or place</p> <p>omit:to fail to include or do something</p> <p>timely:happening at the best possible moment</p> <p><strong>10.參考資料</strong></p> <p>財報狗</p> <p>巴菲特班洪瑞泰討論區</p> <p>Wiki</p> <p>FINVIZ</p> <p><strong>11.結語</strong></p> <p>最後，我開了一門課，有興趣的聽眾可以上網搜尋「投資神槍手」，https://reurl.cc/VDOA3R，也可以上活動通ACCUPASS報名，今天就講到這裡，下次再會，拜。</p>
August 29, 2022
五分鐘看懂財務報表Walgreens Boots Alliance(WBA)、Binomial Distribution
<p><strong>EP 3-26</strong></p> <p>歡迎來到五分鐘看懂財務報表，來看Walgreens Boots Alliance(代號WBA)年報</p> <p><strong>1為什麼想研究這家公司</strong></p> <p>此支股票參考巴菲特班討論區。</p> <p><strong>2公司賺什麼錢？</strong></p> <p>Walgreens Boots Alliance公司為連鎖藥局，也擁有幾家藥廠，擁有31萬名員工，在財富500強中名列第18。Boots在英國已有170年歷史，是英國人耳熟能詳的品牌。</p> <p><strong>經營者</strong></p> <p><strong>目前的執行主席是Stefano Pessina，一位義大利商人，畢業於米蘭理工大學核工系，後來創立藥品批發商Alliance Sante，被Boots收購。</strong></p> <p><strong>3公司的風險因素</strong></p> <p><strong>4.資產負債表</strong></p> <p>來到資產負債表</p> <p>股價淨值比P/B ratio 1.18 <1.5 O</p> <p>負債比Debt ratio 71.19% >50% X</p> <p>流動資產/流動負債 71.71 >200%</p> <p><strong>5.損益表</strong></p> <p>來到損益表</p> <p>本益比P/E ratio 5.10 <15 O</p> <p>股東權益報酬率ROE 18.34% >10% O</p> <p>過去10年每年都獲利 O - O</p> <p>過去10年EPS成長 41.18% >30% O</p> <p><strong>6.現金流量表</strong></p> <p>來到現金流量表</p> <p>營業現金流/稅後淨利OCF/NI 211.26% >80% O</p> <p>每股自由現金流 5.28 >0 O</p> <p><strong>7.股東權益變動表</strong></p> <p>來到股東權益變動表</p> <p>2022.8.28股價 36.00 - -</p> <p>內部人持股比例Insider Ownership 0.10% >0.01% O</p> <p>市值 318.0 >100億 O</p> <p><strong>8.一句話評語</strong></p> <p>若用一句話形容Walgreens Boots Alliance公司，每個人都吃藥，成長穩定，股價便宜。</p> <p><strong>9.CFA筆記</strong></p> <p>Binomial distribution二項式分布，是指一個試驗有兩種結果，例如股價漲或跌。</p> <p>只有當這兩個機率各半時，所畫出的分布圖才會是對稱的，否則都是彎曲或不對稱的。</p> <p>三、名詞解釋</p> <p>Bernoulli random variable:A random variable having the outcomes 0 and 1.</p> <p>pre-cleared:means approval to purchase or sell a Security</p> <p>trustee:a person, often one of a group, who controls property and/or money for another person or an organization</p> <p>derecognition:the removal of all or. part of a previously recognised asset or. liability from an entity's statement of. financial position.</p> <p><strong>10.參考資料</strong></p> <p>財報狗</p> <p>巴菲特班洪瑞泰討論區</p> <p>Wiki</p> <p>FINVIZ</p> <p><strong>11.結語</strong></p> <p>最後，我開了一門課，有興趣的聽眾可以上網搜尋「投資神槍手」，https://reurl.cc/VDOA3R，也可以上活動通ACCUPASS報名，今天就講到這裡，下次再會，拜。</p>
85 total episodes available
Deep-dive analytics for 五分鐘看懂財務報表
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is 五分鐘看懂財務報表?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.