Snowball today | 雪球

This is an article on the “Snowball Special Issue” in November. It is mainly a collection of my previous posts, and it is used to popularize the rough points of coal investment. Since the “Reference” has been published, I will share it with you here. The article is relatively superficial, and it is strongly recommended […]

Silicon wafers and silicon materials are currently in a game. In this regard, I would like to share a few views: 1. In the past two years, due to the emergence of too many new players and new production capacity, the competitive landscape in the silicon wafer sector has deteriorated, and the pricing power is

Today marks the 10th anniversary since the eight regulation restrictions! Let’s review the history of banking and liquor industry together. From 2011 to 2021, the banking and liquor industries have experienced a quasi-cyclical period in the past 10 years. The asset quality of the banking industry has gradually declined since 2012. After supply-side structural reforms,

It’s been a long time since I wrote anything, mainly because the current price changes of A shares have surpassed my ability to understand. I don’t quite understand the so-called valuation system with Chinese characteristics, but it does have an impact on market stock prices; I’m not sure about this Whether this impact is medium

Friends around me know that I think Momo with four or five yuan has rare investment value, why do I think so? Because it seems to me that this is the standard Munger one-foot-high bar. This extremely obvious underestimation consists of the following three components: 1. In such a bad economy, it still has the

$Yinhua Tianji-Quietly Ying(TIA05031)$ $Yinhua Tianji-Niannianhong(TIAA041001)$ This is our 1005th weekly strategy report. In last week’s weekly strategy “Hong Kong Stocks, Real Estate and Recovery” , we did a special research and analysis on Hong Kong stocks, real estate and the consumption sector that benefited from economic recovery. From the perspective of market trends, some of

Ling Peng is very interesting. The period from 2010 to 2012 is the afterglow of A-share asset investment along the economic cycle. Ling Peng is the most insightful and appealing strategic analyst at this stage. His strategic thinking + wide-body policy theory + industry comparison three series of research reports, in my opinion, have solved

On May 19th, the long article ” Find those active funds that are “resistant to falling, able to fight through bulls and bears, and hold comfortable”” was well received by golfers. Naturally, funds have also attracted much attention, as listed below: The above table lists the changes in the net value of these six funds

1. The concept of antigen soars Today, the concept of antigen detection has skyrocketed, mainly because after the large-scale shutdown of nucleic acid sites, everyone is encouraged to self-test. According to institutional research, the recent pre-tax price of antigen detection kits is 2-2.5 yuan. Due to the shortage of supply, the prices of many enterprises

We say that in the formula for the limit of profitability of green power companies: ROE=IRR+(IRR-LR)*S, resource endowment determines the IRR of the project, and the asset-liability ratio determines the space S that green power companies can increase leverage. In this article, let’s take a look at the last variable that affects ROE: financing cost

There are still three weeks before the end of the year. How is the performance of Industrial Bank this year? What is the trend at the end of the year and the beginning of next year? Let us look ahead. Industrial Bank is currently in a news vacuum period before the performance report. The latest

$ COSCO SHIPPING Holdings(SH601919)$ $COSCO SHIPPING Holdings(01919)$ There is one week left, and COSCO SHIPPING Holdings is about to pay dividends. Being here has also allowed Haikong to walk extraordinarily steadily in the past two days. In late November, COSCO Shipping Holdings H has already distributed dividends and ex-rights. Although the dividends will not be

At the end of the year, many funds have issued dividend announcements. Huaxia SSE 50ETF uses October 31 as the base date to distribute dividends for the first time this year. The profit available for distribution is 919 million yuan, and the dividend plan is 0.37 yuan per 10 fund shares. 0.37 yuan for 10