2010年1月11日星期一

炒股纪事(37):2009年大马企管指数 (MCG Index 2009)

小股东监督机构(MSWG)在一个月前推出“大马企管指数”(MCG Index),从977家本地上市公司中选出100家组成成份公司。

以下是2009年MCG Index的100家成份公司名单:
AIRASIA BERHAD
ALAM MARITIM RESOURCES BERHAD
ALLIANCE FINANCIAL GROUP BERHAD
ALUMINIUM COMPANY OF MALAYSIA BERHAD
AMMB HOLDINGS BERHAD
AMWAY (MALAYSIA) HOLDINGS BERHAD
ANN JOO RESOURCES BERHAD
ASIATIC DEVELOPMENT BERHAD
AXIATA GROUP BERHAD
BOUSTEAD HOLDINGS BERHAD
BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD
BURSA MALAYSIA BERHAD
CAHYA MATA SARAWAK BERHAD
CARLSBERG BREWERY MALAYSIA BERHAD
CCM DUOPHARMA BIOTECH BERHAD
CHEMICAL COMPANY OF MALAYSIA BERHAD
CIMB GROUP HOLDINGS BERHAD
CYCLE & CARRIAGE BINTANG BERHAD
DEGEM BERHAD
DIALOG GROUP BERHAD
DIGI.COM BERHAD
DRB-HICOM BERHAD
EASTERN & ORIENTAL BERHAD
EASTERN PACIFIC INDUSTRIAL CORPORATION BERHAD
EON CAPITAL BERHAD
FABER GROUP BERHAD
FAR EAST HOLDINGS BERHAD
FRASER & NEAVE HOLDINGS BHD
GAMUDA BERHAD
GREEN PACKET BERHAD
GUINNESS ANCHOR BERHAD
HAI-O ENTERPRISE BERHAD
HAP SENG CONSOLIDATED BERHAD
HAP SENG PLANTATIONS HOLDINGS BERHAD
HONG LEONG BANK BERHAD
IGB CORPORATION BERHAD
IJM CORPORATION BERHAD
IJM PLANTATIONS BERHAD
IOI CORPORATION BERHAD
JAYA TIASA HOLDINGS BERHAD
JOBSTREET CORPORATION BERHAD
JT INTERNATIONAL BERHAD
KFC HOLDINGS (MALAYSIA) BERHAD
KIM LOONG RESOURCES BERHAD
KNM GROUP BERHAD
KPJ HEALTHCARE BERHAD
LAFARGE MALAYAN CEMENT BERHAD
LPI CAPITAL BHD
MAH SING GROUP BERHAD
MALAYAN BANKING BERHAD
MALAYSIA AIRPORTS HOLDINGS BERHAD
MALAYSIA BUILDING SOCIETY BERHAD
MALAYSIAN MOSAICS BERHAD
MANULIFE HOLDINGS BERHAD
MEDIA CHINESE INTERNATIONAL LIMITED
MEDIA PRIMA BERHAD
MISC BERHAD
MNRB HOLDINGS BERHAD
MULTI-PURPOSE HOLDINGS BERHAD
MY E.G. SERVICES BERHAD
NAIM HOLDINGS BERHAD
NCB HOLDINGS BERHAD
NESTLE (MALAYSIA) BERHAD
OSK HOLDINGS BERHAD
PACIFICMAS BERHAD
PANASONIC MANUFACTURING MALAYSIA BERHAD
PARAMOUNT CORPORATION BERHAD
PELIKAN INTERNATIONAL CORPORATION BERHAD
PETRONAS DAGANGAN BERHAD
PLUS EXPRESSWAYS BERHAD
PUBLIC BANK BERHAD
RHB CAPITAL BERHAD
S P SETIA BERHAD
SAPURACREST PETROLEUM BERHAD
SCIENTEX BERHAD
SCOMI ENGINEERING BHD
SCOMI GROUP BHD
SHELL REFINING COMPANY (FEDERATION OF MALAYA) BERHAD
SIME DARBY BERHAD
SUNRISE BERHAD
SUNWAY CITY BERHAD
SUNWAY HOLDINGS BERHAD
SYMPHONY HOUSE BERHAD
TA ANN HOLDINGS BERHAD
TA ENTERPRISE BERHAD
TALIWORKS CORPORATION BERHAD
TANJONG PUBLIC LIMITED COMPANY
TELEKOM MALAYSIA BERHAD
TENAGA NASIONAL BERHAD
TH PLANTATIONS BERHAD
TITAN CHEMICALS CORP. BHD
TRADEWINDS PLANTATION BERHAD
TSH RESOURCES BERHAD
UCHI TECHNOLOGIES BERHAD
UMW HOLDINGS BERHAD
UNITED MALACCA BERHAD
UNITED PLANTATIONS BERHAD
WAH SEONG CORPORATION BERHAD
WCT BERHAD
YNH PROPERTY BERHAD


若拿这份名单与我上一份“蓝筹股中的蓝筹股”名单相比较,淘汰剩下的这8只股项恐怕要成为“蓝筹股中的贵族股”了。它们有:
AMMB Holdings Berhad
Dialog Group Berhad
IJM Corporation Berhad
Malayan Banking Berhad
Shell Refining Company Berhad
Telekom Malaysia Berhad
Tenaga Nasional Berhad
UMW Holdings Berhad


* 别忘了点击上面的“Google广告”以示对此BLOG的支持。谢谢!

2010年1月3日星期日

炒股纪事(36):大马公积金买什么股项?

众所周知,大马公积金是本地股市的“大玩家”。要不然的话,手上拿着这么多人的血汗钱,该怎么办呢?

我深信公积金局内的那班投资专家,应该不是什么阿斗,不会傻到去买些垃圾股,而是把钱投资在四平八稳的股项上。

那么,大马公积金到底会买些什么股项呢?我到其网站下载2007及2008年的年度报告书,从中找出该局这两年都有投资的21项本地股项:
AMMB Holdings Berhad
Cycle & Carriage Bintang Berhad
Dialog Group Berhad
Globetronics Technology Berhad
IJM Corporation Berhad
Kian Joo Can Factory Berhad
Malayan Banking Berhad
Malaysia Building Society Berhad
Malaysian Airlines System Berhad
Malaysian Resources Corporation Berhad
Media Prima Berhad
Petronas Gas Berhad
Proton Holdings Berhad
RHB Capital Berhad
Shell Refining Company Berhad
Star Publications (Malaysia) Berhad
Telekom Malaysia Berhad
Tenaga Nasional Berhad
UMW Holdings Berhad
United Plantations Berhad
YTL Corporation Berhad


若与另一个“大玩家”ASNB的名单来作比较,我们将会发现到另一批“蓝筹股中的蓝筹股”:
AMMB Holdings Berhad
Dialog Group Berhad
IJM Corporation Berhad
Malayan Banking Berhad
Malaysian Airline System Berhad
Petronas Gas Berhad
Proton Holdings Berhad
Shell Refining Company Berhad
Star Publications (Malaysia) Berhad
Telekom Malaysia Berhad
Tenaga Nasional Berhad
UMW Holdings Berhad
YTL Corporation Berhad


* 别忘了点击上面的“Google广告”以示对此BLOG的支持。谢谢!