Snowball today | 雪球

Let me talk about the changes in the past six months so far. 1. The equity of Xiaobaodang has been reduced from 60% to 55%, reducing the overall net profit of Shaanxi Coal by about 1.5%. Two coal mines in Binchang were added, and net profit increased by 4%. This is equivalent to an increase […]

Mark’s key points of Gree’s third quarterly report that he is concerned about: 1. The market value of Gree today is 161.45 billion, the monetary capital in the third quarter is 152.85 billion, and the Gree brand value in 2022 is 139.4 billion. 2. Gree’s net interest rate this year was 12.34%, roughly the same

# Lao Siji Hard Core Evaluation# Heavy upgrade, the form of participation remains the same, but the bonus amount is more, and the rights and interests are more! The winners of each issue of the Old Siji Evaluation Essay will be included in the “Snowball Fund Jury” , supported by Snowball’s investor education program ,

1. There are 1 to 4 generations of refrigerants. According to international conventions, the first generation has been completely eliminated, and it is in the transition from the second generation to the third generation. The fourth generation is still early, and 90% of the production capacity is in China, which is in the stage of

Due to the characteristics of low volatility, low cost and strong liquidity, short-term debt funds are very popular with investors who have higher requirements for liquidity, lower requirements for income or risk-averse investors. In fact, in the current market environment with loose funds and low interest rates, the returns of short-term debt funds are still

Text/CxEric If an investor believes that “stock prices are unpredictable,” he must admit two things at the same time: 1. The rise is unpredictable, including the magnitude; 2. The decline is unpredictable, including the magnitude. In this way, he can achieve basic logical self-consistency. He couldn’t tell me that while the rise was unpredictable, the

Earnings Review As of October 29, 2022, the year-to-date return of the U.S. S&P index was -18.15% (the Nasdaq index was -29.04%), the Hong Kong Hang Seng Index was -36.48%, the CSI 300 Index was -28.32%, and The real return of the Time Portfolio was -39.2%, down 2.6 percentage points from last week, underperforming all

Many people who entered the market after 2019, when they encountered a bear market for the first time, always felt that the sky was about to fall, and they continued to magnify the negative. In fact, judging from the past few bear markets, this bear market is relatively gentle. I made statistics about the nearly

Snowball Calendar ! Thirteen years ago today, the GEM was born on the Shenzhen Stock Exchange, and the first batch of 28 GEM companies were listed. #snowball calendar# The Growth Enterprise Market has incubated a group of young companies with a lot of room for growth. By lowering the threshold for listing and strictly supervised

The third quarterly report disclosure is coming to an end. The third-quarter positions of Gao Yi boss Feng Liu have basically surfaced. ①First of all, of course, we must mention Feng Liu’s heavy-holding stock Hikvision. After the increase in the second quarter, it continued to increase its position in the third quarter, occupying more than

Yesterday’s article was deleted at the request of the other party. Here I will respect the wishes of the speaker, which is one of my principles. But yesterday’s article is not part of the speech. It is my third-party analysis and observation of the fund industry. I want to organize it or send it out.

If it weren’t for the limit-down of Yili’s shares yesterday, I wouldn’t even remember the matter of Yili’s shares. Yili is an old stock. Many years ago, when the chairman of Yili was Zheng Junhuai, I bought this stock. Later, I felt that this company was not simple, and it was so complicated that I

From about the end of August 2021, the stock price trend of LONGi Green Energy is almost always weaker than that of BK1031, and roughly also weaker than other major manufacturers of photovoltaic equipment. As a result, all kinds of bearish discussions are overwhelming, and it seems that LONGi will never recover. Recently, LONGi’s stock