Snowball today | 雪球

First, let’s look at the capital adequacy ratio: Capital Adequacy Ratio Statement In recent years, the capital adequacy ratio of each bank has basically not changed from a vertical perspective. The abundant ones continue to be abundant, and the nervous ones are always nervous. The banks in difficulty have also enjoyed the benefits brought by […]

Recently, the market has rebounded strongly, and many small partners said that the funds they purchased before have already paid back their capital! But what amazes me is that they said: Redeem after the return! For a stock market veteran like me, it’s no surprise. I am surprised that these little friends often read my

$CNOOC(00883)$ $CNOOC(SH600938)$ $CNOOC(SH601857)$ Recently, I have seen some new faces in the CNOOC Forum. They still know very little about CNOOC, while many stockholders with deep research are calm and seldom speak. I asked and answered myself, from the perspective of a new shareholder, asked 15 questions around “Why many people dare not buy CNOOC”,

I say shocked, not because I want to shock the body, but because I am really shocked. As a veteran blue-chip stock, Gree Electric has long been a shining pearl of A-shares, bringing huge returns to countless investors. Chairman Dong Mingzhu is even more of a figure of Chinese entrepreneurs. The major shareholder, Hillhouse Capital,

# Lao Siji Hard Core Evaluation# $ SDIC UBS New Energy Hybrid A (F007689) $ $ E Fund Environmental Theme Hybrid (F001856) $ $ CCB New Energy Industry Stock (F009147) $ @Today’s Topic Snowball sorted out 12 equity funds with heavy positions in new energy. Focus on the performance of the funds that have been

Investors who buy industry-themed funds are generally optimistic about the beta market of a certain industry. The performance of themed funds is often highly correlated with the prosperity of the industry. To a certain extent, for industry-themed funds, the industry’s beta is more important than the fund manager’s individual alpha creation ability. However, for some

@lianghong posted that he bought energy and metal stocks, and this time coincided with a big drop in the Fed’s interest rate hike, and the commenters below were basically one-sided cynicism. In fact, many times people have different opinions, and it may be because of differences in cognition or concept of different people. In the

This wave of A-share rebound is really violent enough, and many people have stepped into the air. With many funds rebounding by more than 50%, how about the performance of the top ten billion-level funds that are crowded with Christians? Today, Mr. K will take you to take a look. The range of funds screened

Thanks for the recording of the shareholders’ meeting shared by golfer @時光之極炊, I listened carefully and recorded some information, and I will add some personal opinions later. The information recorded is as objective as possible. 1. Explain that starting tomorrow and arriving today, the company always thinks about what the future will look like, and

——Portrait of a fund manager: Shanghai Investment Morgan Fund · Du Meng When you think of long-distance running veterans with good performance, you may first think of Zhu Shaoxing, Fu Pengbo, Liu Yanchun, and Zhou Weiwen. Indeed, these managers are quite famous. But fame does not necessarily equal strength, and low-key masters are even more

#雪球星图# The first part of Conch is more about thinking on a high-level strategic view. The second part is actually a simple financial analysis, and the most important valuation and transaction landing, which is the conclusion everyone has been asking about in the last part. This conclusion It was made 3 months ago, but the

Generally speaking, on Friday night, the China Securities Regulatory Commission will release some news: either heavy fund varieties, important new regulations, or drafts for new regulations. . . and many more. Normally, one Friday, one message is enough. Yesterday was Friday, and the China Securities Regulatory Commission issued an official new regulation—ETF interoperability, a draft

Cinda Australia and Asia Fund introduced a lot of external fund managers last year. It is no longer a company of Feng Mingyuan alone. I think it is necessary for me to pay attention to Cinda Australia and Asia Fund Company. Why did you choose to read Zou Yun’s quarterly report? The main reason is