I use the investment thinking of the primary market to do the secondary market: that is, to find companies that may grow into a huge track in the future, but are still only embryonic or early-stage companies with great potential. Some people may say: Isn’t everyone like this? In fact, no, my investment methodology will …
2023 Investment Strategy Part 1: Investment Values Read More »
The basic framework for the past two months is that the dollar will continue to strengthen, and many transactions have been made accordingly. But the dollar has fallen for four consecutive months, and this long-term difference of more than two weeks proves that my judgment is wrong. In December last year, I thought that under …
In January of this year, a record-breaking foreign capital inflow of over 100 billion funds instantly drove the overall rise of A shares, which made many short sellers dumbfounded! But this is far from over. According to the most optimistic estimate of foreign capital this year, there are still 400 billion waiting in line to …
“I didn’t dare to increase my position at the previous low point, and I was short. Can I still buy now? What should I buy?” In recent days, more than one friend has asked me such a question. It seems very simple to answer this question, because the current valuation is not high. The current …
[Tesla’s Competitive Landscape Judgment] Netizen Xiaoyao’s investment notes said, $Tesla (TSLA)$ Many people say that electric vehicles have little difference, the business model is not good, and they are not worth investing in. The difference is small, and the business model is not very good. I generally agree, but I strongly disagree that it is …
First of all, I wish you all a happy Chinese New Year, good health and good luck in everything! There is nothing better than having a good body and a healthy and happy mood. Of course, a healthy and happy mood and body also require certain material guarantees. At this moment, as a fund manager, …
Today’s research is Gartner, which frequently appears in the report data source. This company, known for its IT market research and consulting services, has a history of more than 40 years. Its revenue has achieved an annualized growth rate of 15% in the past 10 years, and its stock has an annualized rate of return …
Briefly talk about the wave of photovoltaic production expansion: In fact, some of the production expansion plans presented are PPTs, which are difficult to implement. Production expansion is generally carried out in stages, depending on the situation. After seeing that the risk-benefit ratio is not high, the second and third phases will not be invested. …
How to view the current wave of expansion in the photovoltaic industry Read More »
Simply estimate the performance after the merger of Wubai First, changes in online electricity consumption and operating income The installed capacity of Baihetan Hydropower Station is 16 million kilowatts, and the designed annual average power generation is 62.443 billion kwh Wudongde Hydropower Station has an installed capacity of 10.2 million kilowatts and a designed multi-year …
After the injection of Wubai, the profit dividend forecast of Yangtze Power Read More »
In the Spring Festival of 2023, all parts of the country are full of joy, and people everywhere follow the crowd. I have always been based on the principle of not thinking about places with many people. During the Spring Festival for a few days, I faced the wall at home and thought about my …
$Hua Medicine-B(02552)$ $Ascentage Medicine-B(06855)$ $Yenting Xinyao-B(01952)$ The innovative drug segment is a good track in a good industry The domestic innovative drug market will become larger and larger, accounting for a higher and higher proportion of the total drug expenditure for a long time. The total market volume has been growing rapidly in recent years, …
Thoughts on 18A pharmaceutical portfolio investing in Hong Kong stocks Read More »
I wrote an article before the festival to explain the relationship between PB, PE and ROE. PB=PE*ROE When ROE returns to an upward trend, PE will increase (when PE is underestimated). The rise of PE and ROE together will lead to a greater increase in PB. Therefore, when the stock market reaches the bottom area, …
Take a look at ROE! A shares will go up this year Read More »
[The two poles of investment] Netizen retail investor B said that there are only two extremes in the general direction of investment. One is to make money from the market A. One is to earn money from the company B. Connect A and B with a straight line, assuming that the middle is used as …