11 ปีที่หายไป / โดย เพจลงทุนแมน
ถ้าโลกนี้มีปุ่มให้ RESET
แล้วกดย้อนกลับไปเริ่มต้นใหม่ในอดีต
เราคงอยากรู้ว่า คุณทักษิณอยากกลับไปทำอะไรบ้าง
...Continue Reading11 years gone / by page invest man
If the world had a button to reset
Then press back and start over in the past.
We might want to know what Mr. Thaksin wants to go back to do.
If thaksin is still in Thailand
And that day thaksin didn't sell chin corp to temasek.
Now Mr. Thaksin will be 1 of the 5 richest in Thailand.
Today is the 11th anniversary of the coup 19 September 2549
It seems like since that day, Thailand hasn't been the same anymore
That day, Mr. Thaksin Shinawa cuddle sq. Working as prime minister was in the us. When he met a coup, he has been taking refuge abroad since.
In fact, Mr. Thaksin came back to Thailand again in 2551 but it was a short time.
Today, the investment man page will tell the history of thaksin's business. Not talking about politics and ask for permission from readers. Don't comment on politics.
When I went back to see the history of shinawa family tree cuddle sq. Grandfather was Chinese. He evacuated to Chiang Mai. Selling silk from China. He set up a weaving factory and shinawa shop. Cuddle sq. Silk is famous. Mr. Thaksin also has a trade Helping Dad sell coffee and taking care of the theater
Year 2522
When I was 30 years old, I finished Phd.
Mr. Thaksin studied very well at 1 of the police cadet school and paid to continue studying until the Phd. When he returned to the police headquarters, he did personal business with both selling silk, selling film.
Year 2526
When I was 34 years old, Mr. Thaksin Set up shinawa company cuddle sq. Computer..
In the old days, trading with government, there were many requirements that made ibm companies, American nationality companies unable to sign a direct contract. So you appoint shinawa cuddle sq. Thaksin to be a company to sell computer to sell computers to government sector to make business Grow up
In addition to being an ibm agent, it also represent at & T TO SELL DATA KIT, data communication system with voice to the phone organization to get several radio frequency concessions from the national radio frequency coordination and management committee or frog. Road road By venture with foreign people, providing the first generation of Pager Pack and later made in the name of phone link.
Then Mr. Thaksin Got GSM 900 Mhz phone concession and Thai khom satellite
So Mr. Thaksin resigned after 8 years of service and a thousand police call was the last rank (but the rank was taken off by the police. In 2558)
Year 2533
At 41 years old, Mr. Thaksin Ipo, the company entered the stock exchange for the first time..
The main company of khun thaksin has 3 companies as follows.
Shinawa cuddle sq. Computer Service & Inwes Co Ltd. (shincorp or intouch currently established in 2526 IPO YEAR 2533, this company is holding company. 40.45 % shareholders. 40.45 % and Thai Sharp 41.41 %
Advance Infour Service Co Ltd. (AIS) established in 2529 IPO 2534
Shinsatellight Co Ltd. (Thai khom currently) Established 2534 IPO 2537
Mr. Thaksin did not shareholders ais and Thai khom, but shareholders in corp and took chin corp to hold ais and Thai khom again. It means that if thaksin sells all business to others, sell shares in chin corp.
After that, Mr. Thaksin started getting into politics by soliciting from the simuang simuang..
Year 2544
At 52 years old, Mr. Thaksin became the 23th Prime Minister and the first and only prime minister to come from the election until the term.
Before entering the position, Mr. Thaksin and wife have clarified the property of 15,124 million baht. There are many work under the government since the project of 30 baht. Cure all diseases. One Sub-District, one product converts assets into capital of Thai Kitchen, Converting cuddle state enterprise into a company in the lotto stock exchange on earth.
The Next 2th time won another election in 2548
If you have a lover, there must be haters.
On the other side of the administration, there are people who attack populist policies, not clarify the property details by claiming to run and
Several contracts have been changed to conducive cuddle sq. which causes the court decided to seize the money later time.
Year 2549 turning point
The peak won't be able to escape in 2549 Mr. Thaksin Sold Shin Corp shares to temasek, Singapore government investment company.
The deal was worth 73,274 million baht which was the highest historical deal in Thailand.
The first issue is thaksin selling shares after using the new telecommunications for only 2 days.
New Telecommunications. What's important?
This blessing allows foreign people to shareholders in telecommunications companies to increase from 25 % to 50 %
And it seems consistent that in 2 days later, Mr. Thaksin sold 49.595 % shares in shin corp company to temasek.
And another point is not paying taxes on selling shares.
Ampearl Rich is Mr. Thaksin's company in British Virgin. If you sell it to temasek straight away, you will pay taxes because ampearl rich is considered an entity. If the entity sells stocks has profit, you must pay taxes.
So Mr. Thaksin avoided amperrich to sell to your child thaksin at low price (low price so that ampearl rich will not have profit, make it not get tax) and give luu. I come to sell even if i have to try it again (because ordinary people trade shares in the stock exchange. No need to pay taxes)
In conclusion, this deal, Mr. Thaksin uses legal loophole that even the revenue department is confused. I don't know if i will collect tax.
Because if you look at the law straight away, you don't have to pay taxes. But the last revenue comment is that this intent is considered a law. Camouflage to be taxed
But anyway..
This story has changed Mr. Thaksin's life forever.
This is the point that makes big things grow up that Mr. Thaksin has to collapse the council and stories come to cause a political vacuum, so it caused a coup 11 years ago today..
Year 2553
The Supreme Court decided to seize Mr. Thaksin's money for 46,373 million baht to the land. For the reason is to use power as prime minister to benefit his business. Many contracts to conducive ais and Thai sharp to cost cheaper costs.
46,373 million baht that is the portion of profit and dividend after being prime minister.
In conclusion, Mr. Thaksin got money from temasek for 73,274 million baht without paying taxes, but he got seized for 46,373 million baht. Easy to think, it's only 26,901 million baht.
This does not include the IRS that will charge tax backwards from selling temasek shares. Mr. Thaksin thinks that the profit has been seized. What else will they collect tax because there is no profit, but the other one thinks it is different karma. I have the right to take over again.
The IRS charge tax with interest back 17,629.58 million baht.
If the IRS can keep it for real, thaksin's money will be 9,271.42 million baht (less than khun Rob's family. If you are now has property worth 19,409 million baht)
Year 2560
What if thaksin doesn't sell shares to temasek at that time, how much money will Mr. Thaksin have now?
Intouch Company (Original Shincorp). Now it's worth the company 189,980 million baht.
If thaksin holds the same shape at 49.595 % now it will be worth 94,220 million baht.
Many people may think it's a lot, but in fact, the dividend since 2549 that shin corp company paid all shareholders to 138,288 million baht. When multiply the proportion of 49.595 % will be 68,584 million baht.
When a total of 2 items together, you will get the answer that if Mr. Thaksin is still shareholders chin corp.
Mr. Thaksin will have 162,804 million baht..
This amount is 2 times more than the value that I sell to temasek and it can't compare to the rest of the money after being seized.
And If Mr. Thaksin is still shareholder, Mr. Thaksin should be ranked the 5th rich in Thailand as the owner of cp Thai Bev Central and red bull.
But Mr. Thaksin is now 68 years old and is taking refuge in Dubai. There are 7 lawsuits. Divorced with lady phjaman wife.
This makes me realize that no matter how rich people are, what they really want will be happiness, not money.
If the world has a button to reset and press back and start again in the same spot in the past.
Wonder if Mr. Thaksin wants to press that button? Mr. Thaksin wants to press reset back to 2544 and stop playing politics?
11 years ago, it would have been your lost 11 years. Thaksin.
But it's actually not thaksin, but it should be 11 years missing all of us..
Thailand Thailand
All the stories, what happened. We are all related from past to present.
Results from everyone's actions have resulted to this day.
And unfortunately for us that there is no reset button to go back.
But what will happen next is our future. We will give birth to the future.
So what kind of path will we all choose to be proud of the right path and don't want to press the reset button anymore..
" because it's our country.
Not a country of one, two people.
It's a country of all people.
Because the problem is at the time of birth. I will use the word crazy.
When people have severe practices, they forget themselves.
Ending. They don't know why they fight.
And what to solve?
Only to overcome
So who will win no way
It's dangerous. I only lose.
Well, different people lose.
Those who face loses.
And the most loser is the nation.
The people will be the whole country.
Not the people only in Bangkok
If assuming
Only in Bangkok is damaged.
The country is totally damaged.
And What's the use?
To be proud of winning
Time on the wreck "
His majesty king bhumibol adulyadej
20 may 2535Translated
main dividend 在 貓的成長美股異想世界 Facebook 八卦
🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
main dividend 在 AppWorks Facebook 八卦
[A quick overview on choice of legal entities for international founders setting up in Taiwan, part 2]
Hi, I’m Norman, an AppWorks Analyst. Last week I introduced the first type of entity founders can set up in Taiwan: a representative office. If you missed the post, you can click here to find it: https://bit.ly/2DZMNoY
Today, I will move on to the other two types of entities: setting up a local company and setting up a branch office. This is for founders who are planning on doing some business here in Taiwan. Let’s get started!
Unless you are going to run a certain kind of business (e.g. construction, telecommunications, mansions management, etc.), then there’s no minimum working capital requirements for setting up these two types of entities, while founders need to apply for company registration and file Profit-seeking Enterprise Provisional Income Tax Return. So what’s the main difference between these two entities?
・Set up a local company: founders can apply for setting up a company as an individual or on behalf of the mother company. This is generally applicable to founders who wish to establish a company in Taiwan. This method of incorporation is much more involved than representative offices and branch offices, also it will be much easier to apply for multiple sources of government subsidies, and applicable to tax incentives authorized by the Statute for Industrial Innovation. However, if the company wires after-tax profits to the foreign mother company, 21% of the dividend income tax will be charged.
・Set up a branch office: it’s not possible to set up a branch office as an individual applicant, so if founders would like to set up a branch office, you must apply on behalf of the foreign mother company, saving you some time dealing with the shareholders’ structure and nominating directors. The advantage of setting up a branch office is that it is exempt from 21% tax on repatriation on after-tax profits to the parent company. However, a branch office is not considered a "legal entity," so if the founder signs the contract on behalf of the branch company, the parent company that would legally enjoy the rights and assume the liabilities eventually.
Of course there are other factors that international founders should take into account when deciding which type of entity will you set up in Taiwan, like the business model, tax considerations, if you are going to hire international professionals, etc. As a result, before deciding which kind of entity you would like to set up in Taiwan, make sure you already think of all the factors, pros and cons mentioned before.
Another question founders might wonder is: how long will it take to finish the whole application process? It will generally take 1-2 months, though it might take longer if too many apply at the same time.
Hopefully you have some takeaways on which company entity you can set up in Taiwan after reading my posts. If there’s anything you would like me to clarify, feel free to leave a comment below.
By Norman Chi, AppWorks Analyst
Photo by Kon Karampelas on Unsplash
main dividend 在 Dividends - Main Street Capital Corporation 的相關結果
Regular Monthly Dividends ; Last Quarter Ended, $0.630, $0.615, 2.44% ; Last 12 Months Ended, $2.475, $2.460, 0.61% ... ... <看更多>
main dividend 在 Main Street Capital Dividend Yield, History & Payout Ratio 的相關結果
Announced Period Amount Yield Ex‑Dividend Date Record Date Payable Date
11/4/2021 monthly $0.2150 5.9% 3/1/2022 3/2/2022 3/15/2022
11/4/2021 monthly $0.2150 5.9% 2/1/2022 2/2/2022 2/15/2022
11/3/2021 monthly $0.2150 5.9% 1/3/2022 1/4/2022 1/14/2022 ... <看更多>
main dividend 在 Dividend Date & History for Main Street Capital Corp 的相關結果
MAIN's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! Dividend.com: The #1 Source For Dividend Investing. ... <看更多>