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#Medicine Fund is approaching the bottom of its valuation, has the opportunity for fixed investment come? #Recent market volatility has intensified again, A-shares have also started a 3,100-point tug of war, fund companies have also begun to roll in, and they have launched scheduled investment activities, and even pulled out their own fund managers’ scheduled […]

There are many A-share public utility stocks, such as railways, highways, thermal power, hydropower, nuclear power, gas, water, etc. Their common characteristics are that their prices are regulated. Why does hydropower enjoy a high valuation? Take Gezhouba Power Station as an example: The first unit of Gezhouba Power Station was put into operation in 1981,

Recently I see a lot of people who think that since you are a value investing type, you don’t need to invest full time at all, they think value investing is simply buying, and then it seems like you don’t need to do anything else. It sounds really good, but in fact, is investing really

@Today’s topic $ China Merchants Bank (SH600036)$ $ Industrial Bank (SH601166)$ $ Ping An Bank (SZ000001)$ If I were to judge stock investment opportunities this year, my overall judgment would be tough. This difficulty is not only the stock price has fallen significantly. It’s more because even when the index has fallen significantly, it doesn’t

Share $Industrial Bank (SH601166)$ @Today’s topic # 2022Shareholders’ General MeetingResearch insights# on May 27, 2022 The address of this year’s shareholders meeting of Industrial Bank is on the 5th floor of Industrial Bank Building, Jiangbin Middle Avenue, Fuzhou. At the gate of the building, security personnel will check the health code and itinerary code for

Fengyunjun recently took stock of the CTA strategy of this year’s “Singing All the Way”, paying special attention to the quantitative CTA managers with a medium scale (2 billion-10 billion), and found that the champion’s CTA actually achieved a profit of 30 points, and the runner-up also made an angry profit 20 points, but if

Mathematics is the basic language for describing the world Investing is no exception To obtain sustained excess returns The subject matter held must satisfy the following formula ( compound growth rate in the next ten years + dividend yield in the next ten years ) / current static PE greater than 1.5 preferably greater than

Key points of this article: Two excellent short-term debt funds are: $Caitong Asset Management Hongfu Short-term Bond A (F007915)$ and Tianhong Anyi 30-day rolling holding short-term debt . The suggested choices are as follows: 1. If the liquidity requirements are relatively high and you want to do short-term, it is recommended to choose: Caitong Asset

This article is at the invitation of a friend, and combined with the company’s annual reports over the years to sort out and analyze “Muyuan Shares”. I took the time to complete the writing of this long article this week. I hope this article can be a reference for all those who already hold or

Is there a kind of stock that can be ignored after buying it, and can realize retirement by means of fixed investment? In 2017, I got to know about the Yangtze Power at that time. It has the four largest hydropower stations in China, and the other two giant power stations (Wudongde and Baihetan) under

At 14:00 on May 20, 2022, the annual general meeting of LONGi Green Energy officially started! This time, the abbreviation of the company has changed from “LONGi Shares” to “LONGi Green Energy”. Due to the impact of the epidemic, LONGi Green Energy chose to hold the shareholders’ meeting at the Xinghewan Hotel in Xi’an, which

Recently, a friend wanted to buy a China-free combat rebound, the reason is that xx has improved, and everyone wants to consume. CDFG once reached a market value of 700 billion, but it has been cut in half in a blink of an eye I briefly thought about it. It is really hard to understand

Original userfield deployment investment2022-05-23 The centralized procurement of generic drugs in the field of pharmaceuticals and the negotiation of medical insurance for innovative drugs, as well as the centralized procurement of high-value consumables in the field of medical devices, have become policy uncertainties for pharmaceutical investment. And we have also mentioned the trend of the