24/10 垃圾尋寶、科爾頓說偏執
光大國際、綠色動力環保、海螺創業：光大母公司、垃圾發電行業龍頭、亦有風電、火電支持業績；國資委、垃圾發電為主，海螺集團、水泥廠垃圾。國家補貼處理費由$50-$100不等並供應承諾數量的垃圾，上網電費$0.65比火電$0.5還高，達每度電$0.65，地方專營權，BOT形式操作，兩者結合令行業享有獨特優勢，收入穩定但對長期資本有需求，資金需一段時間回籠。
科爾頓：我們絕大多數的知識不是來自與我們觀點相同的人，而是來自與我們觀點不同的人。
140: Softbank Inc. (一)
Masayoshi Son: The founder and chief executive officer(CEO) of SoftBank, the chief executive officer(CEO) of SoftBank Mobile, and chairman of Sprint Corporation.
Procurer mobile devices: Brightstar Crop. -largest volume over the worldSmartphone App: Supercell (Clash of Clans) +GungHo (Pizzle &Dragon),substantial games over App store/Google play
JPY Mobile service carrier: Smartphone data connection rates surpass other two service provider(KDDI, NTT DOCOMO);
Ymobile, eAccess,WILLCOM -An attempt to consolidate them to become "Internet carriers"
(Sprint Segment)U.S. Mobile service carrier: Obtained and rebuilding Sprint in U.S. for globally growth since 2013
(Internet Segment)
e-Commerce business: Yahoo! Japan auction, YAHUOKU!, developing Alibaba-liked online stores business model in Japan as e-Commerce Revolution by Son (Oct 2013). Try to beat the other two competitors (Amazon, Rakuten Ichiba).
(Uncategorised)
Renewable energy: Existing 13 solar plants aross Japan, also starting wind power with Bloom Energy Crop. in U.S.
Robot: A robot named "Pepper" will be launched in 2015. As an distinction with other robot, he can read emotion.
Son is going to Collaborate all of above Segments in to one?? And finally:
ROE 10 yrs Ave.: 21.08% , ROA 10yrs Ave.:2.72
Source: Softbank 2014 Annual report
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