September 2022

1. For the concept of new energy and other new medicines, which are suitable for the valuation of the market dream rate, the amount of dream depends on the courage of the fund manager. Second, for coal valuation, strictly follow cyclical stocks, with a price-earnings ratio of 10 times, most of which are 5-10 times

The biggest reason: The rise in energy is actually because the currency has depreciated. First of all, I think M2 is the real currency depreciation rate, not CPI. The growth rate of M2 in the United States in 2020 is 17%, and the growth rate of M2 in 2021 is 27%. In the two years

Features of the historical bottom of A shares : 1. The dividend yield of CSI 300 is higher than the yield of treasury bonds The current dividend yield of CSI 300 is 3.08%, which is infinitely close to 3.12% on January 3, 2019, which is already higher than the 10-year government bond yield of 2.756%.

With the intensified structural market and the increasing number of equity fund products, the performance differentiation among equity funds has become larger and larger. Regardless of whether the market is good or bad, there will be funds that have risen a lot and funds that have fallen a lot every day, even more so if

Yesterday, the stock market rose for a day, and today it plunged again, and it completely covered yesterday’s gains. The glimmer of light that investors finally saw fell silent again. Looking at the domestic and international environment, Lao Maozi and Ukraine are engaged, the sweater war between China and the United States, the rapid devaluation

I. Introduction In the previous article, How do banks release provisions to boost profits? In “The Change Process of Bank Loan Impairment Provisions”, we discussed in detail the change process of bank loan impairment provisions, and finally came to the conclusion that banks are actually releasing a large amount of provisions every year, and in

As a minority shareholder in the secondary market, even if we are only as big as Sesame, we still have the same rights as major shareholders. For example, net profit and cash dividends are calculated based on the share of equity held by all shareholders, even if major shareholders can participate in The management of