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Although people say that investing is difficult every year (this is true, because investing itself is not easy), the difficulty of investing in 2022 is indeed relatively high. If you must give a quantitative indicator, it should be at least “one year in seven years” The last time such a differentiated market occurred was in […]

The public fund allocates 40% of new energy, and no one cares about medicine. I am very happy, because I have done it. When no one cares about buying, others are afraid of me and greedy. Both semiconductor and military industries benefited from the international situation, but the former only rebounded 20%, while the latter

China Merchants Bank and Ping An Bank are currently joint-stock banks that focus on retail credit. They have many things in common: Including: headquarters are in Shenzhen; focus on wealth management track; operation is more market-oriented; employee wages are generally high; This article attempts to comprehensively compare the two banks from the market value, total

The positioning of my article is the research on the top 100 brands. One day’s research focuses on a company in the top 100 brands. 100 companies can only be studied three times a year. I will select companies with excellent fundamentals and relatively high cost performance for research and analysis! I have been researching

This is the 14th article of my reading experience of Duan Yongping Investment Questions and Answers. The background of writing this series is: “This year, in the process of analyzing a company, there is one factor that I think is very important, which is the “corporate culture.” There are very few investors who take corporate

Looking at the companies with the largest market value in the world, they are all global businesses. If you see this clearly, you will know what companies to invest in. Medical and pharmaceuticals have not been able to perform well for more than a year. As long as the company data is competitive, the development

To investors who follow this account: On the road of deep value investment, walk with you. There is a lot of information this week, the European energy crisis, social finance data, reform of Guizhou liquor dealers, take your time. 1. Overall market The judgment of maintaining stability remains unchanged. If it falls too much, it

$COSCO SHIPPING Holdings(SH601919)$ $COSCO SHIPPING Holdings(01919)$ There is a saying in medicine that “talking about toxicity without dose is hooliganism”, and for investment, talking about market value without the balance sheet, I think the same is true. Regarding Haikong, there are two different voices, one is “buy at low PE and sell at high PE”,

Yesterday I talked about dividend ETF funds. Continuing today, the market is volatile and controversial: some people think that A-shares have bottomed out, and then loose money, so it is a bull market; but some people think that A-shares are now moderately valued, if you remove the undervalued banks Insurance, and now the pillar industry

In fact, for a long time, I personally feel that many people have problems with their own positioning. They are clearly in the status of wild traders in all aspects, but they have the thinking of academic value investors. Back in time to more than 1800 years ago, you don’t want to spend the rest

Today, I sorted out the bond and bill financing of Yangtze Power, and I also saw a little problem. Don’t talk, just take the picture first. As of the middle of 2002, the financing balance of Yangtze Power’s bonds and bills was 48.49 billion yuan. After deducting the 5 billion yuan due on the 20th

1. News reported that Bilibili had drastic layoffs in May, but the R&D + administrative expenses in a single quarter increased by more than 600 million year-on-year. How to understand? I saw that there is news that the compensation for layoffs is included. If 1,000 people are laid off, the compensation is 200,000 yuan per

# Lao Si Ji Hard Core Evaluation# $ China-Europe New Power Hybrid (LOF) A (F166009) $ $ Xinda Australia Silver New Energy Industry (F001410) $ This issue of Snowball Lao Si Ji’s essay writing activity selects 12 hotspots who have won this year’s Golden Bull Award Fund, I invite golfers to conduct an in-depth evaluation