Snowball today | 雪球

There is a convertible bond: it will mature in about half a year; the yield to maturity is about 0%; the premium rate is about 20%; the valuation of the underlying stock is not high; Is this a good investment opportunity? I don’t know, can only do some reasoning and analysis. If you think it […]

On August 23, the new energy leader CATL disclosed its 2022 interim report. From January to June, the company achieved operating income of 112.971 billion yuan, a year-on-year increase of 156.32%; net profit of 8.168 billion yuan, a year-on-year increase of 82.17%; deducted non-net profit of 7.051 billion yuan, A year-on-year increase of 79.95%. Among

Recently, some friends joked that our performance fluctuates a little bit. The first quarter was among the best, and the second quarter was the bottom. Indeed, we who don’t often look at the scoreboard were startled at first glance. After taking a closer look, my heart is set again. It turns out that it is

#Investment alchemy season in 2022# $Vanke A(SZ000002)$ $Vanke Enterprise(02202)$ One, the basic overview. In the first half of 2022, the Group achieved operating income of RMB 206.92 billion, a year-on-year increase of 23.8%; The net profit attributable to shareholders of the listed company was 12.22 billion yuan, a year-on-year increase of 10.6%; Fully diluted ROE

In 2012-13, due to the consumption of Sangong and the plasticizer incident, it is assumed that the high-end liquor at that time was not collected mainly because of drinking demand. In 2012, Kweichow Moutai sold 26,000 tons. In 2013, Kweichow Moutai sold 25,000 tons. In that year, serial wine accounted for about 6% of revenue.

Buffett said: Be greedy when others are fearful, and be fearful when others are greedy! Our ancestors also said: Drought makes boats, water makes cars! People abandon me and take, people take me and give! The true meaning of investment is simple and clear at a glance! Yet easier said than done. Buy undervalued ones

1: The revenue in the first half of the year was 15.3 billion, a year-on-year increase of 14.2 billion, an increase of 7.7%; specifically, the revenue in the second quarter was 9 billion, compared with 8.85 billion in the second quarter of 2021, a slight increase. Needless to say, the various difficulties in the second

Yili’s semi-annual report for 2022 has been released. The performance of the second quarter has always worried everyone. Now that the boots are on the ground, they are generally in line with expectations. Yili is one of my heavy holding stocks, and it is also the stabilizer of my holding portfolio. From the holding experience

Do you believe in miracles? Some people believe it, some don’t, because there are two groups of people with different perceptions that compete in this market to generate transactions. That is to say, it is because of the game that this market has differences. Of course, reality will bring two different groups of people back

This is an extremely fragmented market. On the one hand, there is a bull market on the popular new energy track; On the other hand, it is a bear market of undervalued stocks; With 2PB stocks, there are quite a few stocks with a dividend yield of 10+%. And the profitability of such stocks is

Original userfield deployment investment2022-08-29 Most of the leading chain pharmacies in China have been listed. The four major private chain pharmacies + regional pharmacies such as Shuyu Mining and Jianzhijia + Jingdong Health Internet pharmacy, we can basically see the whole picture of the pharmacy industry. In the past five years, the pharmaceutical industry policy

This year has been quiet for a long time, and I feel that I haven’t written a long article for a long time. I am a novice, an investment novice. Maybe my ideas and some experiences are representative. The so-called I see you, you see me. I am most familiar with JA Solar. In this

The truth may be very different from what most people think. Rather than market bias and institutional incompetence, it is better to admit that this is the nature of the investment market. Let’s talk about oil and shipping stocks. I have done COSCO SHIPPING Energy, China Merchants Steamship and China Merchants South Oil some time