Kdo kaj služi z delnicami?

"Cone" imaš po vsem svetu.

Razlaga:
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https://www.bullionvault.com/platinum-g...

LPPM
Če slediš povezavi imaš na strani 20 matrico davka.
https://www.lppm.com/files/lppm-memoran...

Galmarley Limited (BullionVault) Associate Member
https://www.lppm.com/membership/members

A bi rabil za vse delnice ali samo za eno? Rabis trenutno vrednost, ali vrednost ob koncu dneva? Preprican sem, da se da s powershellom. Sicer pa ti mogoce pomaga ta link: https://nanonets.com/blog/scrape-data-f...

Mogoce ti bo lazje, ce poberes ceno iz https://www.investing.com/equities/luka... Tu je primer za luko koper.
Nimam office 365, da bi ti lahko bolj natancna navodila dal.

Se spomnim pred leti, ko je trump kitajcem nabil sankcije, se je napovedoval vsepovsod konec kitajskega tehnološkega razvoja, ker so sami bojda preveč tumasti, da bi razvili svoje čipe. Že 2 leti kasneje se je dalo brati zapise, če si se jih potrudil najti, da v tišini razvijajo next big thing.

Ffw 7 let naprej in kitajci so pred ekspozijo, da naredijo s čipi to, kar so z evji...zasujejo svet z njimi. In to ne 7nm, ampak enakovredni konkurenci, ali celo boljši. Sem spada tudi Nvidia.

This is absolutely incredible. If you're still under the illusion that the US has any hope of stopping China's progress in semiconductors, you have to watch this.

This is Philipp Wong, Chief Scientist at TSMC and legendary Professor of Electrical Engineering at Stanford University. He's undoubtedly one of the, if not THE world's leading scientific figure in the field of semiconductors.

Here's what he says:

"Years ago we had technical conferences and we see papers from China. Ah forget it! Just... Quality is so bad it's not even competitive. That was probably in the 80s and the 90s. Now they're better than us. They're better than us!

If you look at papers, publications, data from key conferences in the chips business. [...] You basically flipped. Years ago the US had the majority of the papers. I remember there were roughly about 40 to 50% of the papers from the US. And China, maybe 20-30 years ago, they were nowhere to be found. Today, China and Asia, the papers, are more than 40%, almost close to 50%. And the US has steadily declined from 40-50% to 30 to 40%. And the rest of the world, principally Europe and Japan has basically fallen off a cliff.

So the research and development, the research capability in Asian countries, China, Korea, Taiwan, Singapore and so on have really become the strongest region. In terms of producing good quality research. I'm not just talking about quantity, it's quality.

The only thing that I see... What the US is still little bit ahead is in coming up with the new ideas. What the Chinese always say: going from zero to 1. Namely starting from nowhere, nothing, and come up with this really new idea. And if I look at what I would call new idea that has not been discussed before, the US still is the principal place where these new ideas come from. But once these new ideas become known, then... I feel it in my everyday research with my students. Any new ideas that we come up, once they become known... that this is a good idea. The next week it will show up in China. It will show up in China, only that they do it better than you.

I can't, cannot compete anymore. They have better resources, they have more students. They have more, more funding from the government. I cannot compete anymore. I have to get out of that field!"

Vredno ogleda

In kaj bi to bilo? Ves dostop do tehnologije je že davno blokiran.
Šef tsmc pravi da že zdaj težko konkurira, ti pa praviš da so 10 let zadaj?

Zdaj ne vem ali imaš gromozanski bias, ali samo ne veš o čem govoriš?

20nm? Baje delajo že 5nm

https://www.trendforce.com/news/2024/05...

Kaj če bi prvo video pogledal in potem naprej diskutirava o 10 let zaostanka in 20nm?

Mi smo Amere v jugo časih napeli tako, da smo šenkane ladje - namesto da bi jih dali v obljubljen razrez - prebarvali in z njimi ustanovili Splošno plovbo

Kitajci so pa naredili 5 nm čipe z opremo, s katero se to kao da ne da...

Nvidia leti, bomo danes 1010€?

Nevermind

@bobby ali imaš v planu swap, če bi šel GSR pod 50?

Anglo American

Mislim, da bo tukaj priložnost, da se ujame kakšen diskont.

The Anglo CEO faces pressure from investors to boost the company's value by improving operational efficiencies and speeding up the sale of assets after rejecting three takeover proposals from the world No. 1 miner, which on Wednesday said it had no choice but to walk out.

Anglo laid out its own radical plan to shrink by divesting its steelmaking coal assets, demerging its South African platinum unit, possibly mothballing its nickel mines and selling or demerging diamonds business De Beers.

Amplats 30% svetovnih rezerv v PGM. V reportu 2023 imajo AISC za 3E/oz na $1080 do $1350, trenutne cene Pt $1040, Pd $940, Rh $4600. Demerge bodo delali v podnu, če RU odrežejo je to vse kar je ostalo na zemlji :)

De Beers ima nekje 80% trga diamantov, 20% Alrosa RU pod sankcijami.
Trg diamantov je v podnu, če se bo sploh še pobral.

Coal
We are the world's third largest exporter of steelmaking coal

Nickel
Our mine assets are in Brazil, with two ferronickel production sites: Barro Alto and Codemin, in the state of Goiás.
To bo verjetno rezervirano za VALE

A spin-off of Johannesburg-listed Anglo American Platinum (Amplats) could also see a listing in London, Wanblad said, following a similar process to its South African thermal coal assets' spinoff Thungela Resources in 2022.

TGA.L spinoff je bil na PE 1

https://m.miningweekly.com/article/angl...

GodoBoy je 9. maj 2024 ob 08:42 izjavil:

Krko lahko kupiš preko ibkr na Varšavski borzi. Sam imam NLB z Londonske.

Nlb in Krko se da kupiti na Trade R.

Sparkxl je 4. jun 2024 ob 15:50 izjavil:

Portfolio imam dol 5% v 2 dneh, pa market se je komaj odprl danes :-/ Vstopam v obrambni mehanizem...glavo zakopam globoko v pesek in pogledam stanje spet nekje avgusta

Lahko bi vsaj povedal kaj si nabavil?

Saj lahko prodaš dokler si v plusu.

Ja tako ponavadi je.

Ne vem če je v zgodovini naložb katera veljala za dobro, če kupiš na špici po parabolični, vertikalni rasti

Malce sem zaplaval v alter-vode, že nekaj časa spremljam delnico firme CRH.
Pozna kdo?

Obresti so po moje ločena zgodba od izgube z delnicami, tega dvojega skupaj se ne da pokompenzirati. Pri obrestih je neobdavčenih 1000 EUR obresti, ostalo se obdavči.

Kako je s kompenziranjem izgube z delnicami mora povedati kdo drug.

Niso. Izgubo v delnicah lahko pobotaš samo z dobičkom v delnicah v istem letu.

tony1 je 8. jun 2024 ob 12:47 izjavil:

Obresti so po moje ločena zgodba od izgube z delnicami, tega dvojega skupaj se ne da pokompenzirati. Pri obrestih je neobdavčenih 1000 EUR obresti, ostalo se obdavči.

Kolikor jaz vem Revolut v SLO ne ponuja običajnih vezanih vlog, tako da bo s 25% obdavčenih kar lepo vseh 2000 EUR. Nazadnje ko sem preverjal so običajne vezane vloge ponujali le v US, UK, PL, RO, NL, IE in HU.

A je normalno, da je po stock splitu je vrednost Nvidijevih delnic padla za 100%?

GregiB je 10. jun 2024 ob 12:42 izjavil:

Je kak poseben razlog za precej hud dvig KRKG zadnje 2 tedna? Vem, da bodo čez mesec dni izplačali 7€ na delnico dividend, pa vendar...

Dobri poslovni rezultati in spoznanje, da je vrednost podjetka podcenjena. 4,5 milijarde evrov je v primerjavi s podobnimi podjetji razmeroma malo.

Marsikateri analitik vrednost delnice postavlja na okoli 150 evrov, kar pomeni, da je še čas za nakup.

Bi bilo pa koristno vedeti, koliko na vrednost podjetja vpliva poslovanje v Rusiji. Predvsem, koliko bi se na vrednosti poznalo, če Krkine naložbe v Rusiji država nacionalizira. Ker nacionalizacija tujih podjetij je en od povračilnih ukrepov za sankcije proti Rusiji.

Eno "podvprašanje" v zvezi s Krko. Kako je z izplačilom dividend? Tisti, ki danes proda delnice, a dividend ne bo dobil nič, ali jih bo dobil za recimo 10 mesecev, se pravi od lanskega izplačila do danes?

Glede na tale koledar: https://www.krka.si/vlagatelji/financni... je tako, da če boš delnice imel v lasti 24. 7. 2024, boš dobil izplačane dividende. Cele. Ne glede na to, ali si jih imel en dan ali 10 let.

tole Okapijevo vprašanje pove pa vse o finančni pismenosti Slovencev. Tip ve veliko v žnj temah, postavi pa takšno vprašanje o dividendah. Take stvari bi morali v OŠ učiti...

Eh, no tudi pri nesečnem oz. bolj pogosto 3 mesečnem izplačilu se gre za presečni datum. Pa ne me narobe razumet, Okapi ali koga drugega nisem nič napadal, sam pravim kako je narobe da o ekonomski pismenosti, kapitalskem trgu, ipd nič ne učijo v šoli.