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Pour cold water on the participants of new energy (2022.8.23) Pharmaceutical stocks represented by Pien Tze Huang and Hengrui pay attention to risks (April 2021) Pien Tze Huang will fluctuate more than 200 yuan in the next two years (2020.9) High-valued pharmaceutical stocks represented by Hengrui should pay attention to chasing high risks; the CXO […]

Before the reorganization of the container shipping industry in 2016, the companies in the industry that could provide investors with long-term earning returns were: OOIL, CMA CGM, Hapag-Lloyd, and Maersk. In addition to these four companies, other companies have their own problems. Therefore, when the industry is reshuffled, inefficient companies will either go bankrupt, such

1. For the concept of new energy and other new medicines, which are suitable for the valuation of the market dream rate, the amount of dream depends on the courage of the fund manager. Second, for coal valuation, strictly follow cyclical stocks, with a price-earnings ratio of 10 times, most of which are 5-10 times

The biggest reason: The rise in energy is actually because the currency has depreciated. First of all, I think M2 is the real currency depreciation rate, not CPI. The growth rate of M2 in the United States in 2020 is 17%, and the growth rate of M2 in 2021 is 27%. In the two years

Features of the historical bottom of A shares : 1. The dividend yield of CSI 300 is higher than the yield of treasury bonds The current dividend yield of CSI 300 is 3.08%, which is infinitely close to 3.12% on January 3, 2019, which is already higher than the 10-year government bond yield of 2.756%.

With the intensified structural market and the increasing number of equity fund products, the performance differentiation among equity funds has become larger and larger. Regardless of whether the market is good or bad, there will be funds that have risen a lot and funds that have fallen a lot every day, even more so if

Yesterday, the stock market rose for a day, and today it plunged again, and it completely covered yesterday’s gains. The glimmer of light that investors finally saw fell silent again. Looking at the domestic and international environment, Lao Maozi and Ukraine are engaged, the sweater war between China and the United States, the rapid devaluation

I. Introduction In the previous article, How do banks release provisions to boost profits? In “The Change Process of Bank Loan Impairment Provisions”, we discussed in detail the change process of bank loan impairment provisions, and finally came to the conclusion that banks are actually releasing a large amount of provisions every year, and in

As a minority shareholder in the secondary market, even if we are only as big as Sesame, we still have the same rights as major shareholders. For example, net profit and cash dividends are calculated based on the share of equity held by all shareholders, even if major shareholders can participate in The management of

(1) The future downward loss is limited Recently, the holding price of COSCO SHIPPING has indeed been falling. Many people think that in the future, COSCO SHIPPING will lose the excess profits it has earned so far. It is a company with a very high moat and in fact very low fixed costs. Remark 1:

#新Energy Vehicle# #BYD# $BYD(SZ002594)$ $BYD STOCK(01211)$ @Today’s topic @雪ball creator center On September 13, BYD announced a new hybrid patent, which is a bit interesting. Today, I will talk to you about the “key core features” of this patent (Note: For the most authoritative interpretation, please look forward to BYD’s official press conference ) 1.

I. Introduction In the previous article “Is the interest income on the bank’s impaired loans (provisions) included in the current operating income? “, I introduced in detail how the bank handles the interest income of impaired loans, and came to the conclusion that no amount of accrual or impairment will affect the bank’s operating income.

When I have nothing to do, I am thinking wildly, pondering Buffett’s classic sentences, and then pondering the trajectory of his success, and then pondering a surprising conclusion, Buffett is a special one, and his success cannot be replicated. Buffett’s success has its special background. Born in the United States, he has caught up with