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Explanation of terms: SPAC: Special Purpose Acquisition Company is a special purpose acquisition company that has no business but is listed for the purpose of merging or acquiring companies. $COSCO SHIPPING Holdings (SH601919)$ is more like a spac that already has a profitable business. When everyone thinks that the economy is pessimistic, cash is undoubtedly […]

Value investing is about buying great companies at the top of the industry at low price-to-earnings ratios. During the downturn of the entire industry, the leading companies are the baby market value buys. To avoid misunderstandings, vote two to three. One look right can make a lot of money. It’s better if you look right.

After more than a year of decline, the pharmaceutical track has finally begun to rebound in recent days. Although the valuation level of the pharmaceutical track has reached a very low level, the prosperity of the sub-tracks within the industry should be said to be quite different. Choosing a sub-track with a high prosperity will

Kechuang 4-27 The market is clearly divided into two stages First, pull weight to stabilize the stage of scientific and technological innovation, Second, the stage of individual stocks violent pull It can be summed up in one sentence: first pull the index to set up the stage, and then pull the individual stocks to perform.

Hello friends, I am the pavilion owner, and I took off today. Let me tell you how I feel after today’s big rise, two words, easy! Some fans asked me that I have risen so much today, especially the recent increase in the medical position. The relevant fund has increased by 8% . Isn’t it

The most common misunderstanding in value investing is that I know this company very well, and I can calculate the profits in the next few years. Although the stock price is falling now, it is not a risk. Buy with leverage. Regardless of whether the future profit calculated by yourself is correct, even if the

Where there is oppression, there is resistance. Similarly, in the market, it is easy to have a big rise after a continuous big fall. Friday’s medical rally is a case in point. Taking China Securities Medical (399989) as an example, the above table lists the top 5 increasers and the top 5 decreasers in the

I know that many of my friends are looking forward to this article, but I didn’t write this until Tencent stood at 250. This article wants to say a bit more points, divided into several sub-headings to write. 1. Avenue increase Yesterday, I saw a lot of friends chatting about Dao’s increase in Tencent’s position

Many people talk about the impossible triangle of investing: growth, low valuation, high dividends. I think it sounds like a triangle, but these three elements constitute a three-dimensional space for investment. Indeed, if viewed from a three-dimensional perspective, these three elements are an investment paradox that cannot be achieved simultaneously. If there is growth and

From my point of view, those who are keen to buy industry ETFs and industry themed funds are essentially “shareholder thinking”. It’s just that the trading object has been changed from individual stocks to funds, but the trading initiative and industry timing initiative are still in their hands Like when I first transformed into a

Creation is not easy, welcome to pay attention, welcome to reward 🙂 Taking advantage of the recent reduction of Tencent’s major shareholder MIH, I spent some time in the afternoon to look through Tencent’s prospectus, and sorted out the previous changes of shareholders’ equity before Tencent’s IPO, as well as the reduction of major shareholders

In the case of huge losses in the first half of 2022, COFCO Jiakang will continue to lose money in the third quarter. Eye-popping. What caused the huge losses of COFCO Jiajiakang when the pork cycle turned to prosperity? its futures business. Regarding the futures business, COFCO Jiajiakang explained that the company smoothes the pork

A-shares seem to be falling unstoppably, falling again and again. Just finished the 3000 point defense battle, and now it’s time to reach the 2900 defense battle. History is always strikingly similar. The slogan of each defense battle is the same, and the result of each defense is the same. In the end, it ended