Snowball today | 雪球

#A batch of funds has returned blood! Pocket for An or continue to hold? # #REITs# # REITsFund# Tomorrow will be the first anniversary of the listing of the first batch of reits in China. So far, how are the earnings of each reits? The first batch of reits was listed on June 21, 2021, […]

#雪ball star plan public fundraising talent # #The size of public fundraising fund is only a quarter of that of individual investors# Last week, after the release of the US CPI data in May, the interest rate of 10-year US Treasury bonds climbed to a maximum of 3.5%, and then the boots of raising interest

In an interesting fund manager evaluation index , I introduce a reference index to evaluate whether a fund manager is left or right. Generally speaking, fund managers whose investments are on the left side are very scarce, accounting for about 10% of all fund managers (data source: answering three questions about fund managers ). Compared

According to the 2021 annual report, Ping An of China has an embedded value of 1.4 trillion yuan, a net asset of 1.08 trillion yuan, a current market value of 850 billion yuan, a PE of 8.9 times, and a stock price of 46.5 yuan, which is lower than in 2007, and its valuation is

Last Friday night, Ping An’s dividends arrived in my account. This is the first dividend I received from my position. Next, there will be dividends from banks such as China Merchants Bank and China Construction Bank, which can increase cash flow again. So what happens to the funds after the dividend is distributed? Today I

In the last article, I shared ” My Losing Fund List ” with you. In this article, I will share with you my list of profitable funds. There are many profit-making funds, so I will list the funds with a profit of more than 10,000 yuan for everyone~ Top1 Harvest Shanghai, Hong Kong and Shenzhen

#All people appreciate Penghua wine, the value returns to the whole “ball” toast# Since the beginning of this year, the consumer sector has experienced a period of decline. The epidemic has slowed down, and the promotion of consumption policies has been continuously introduced. At the same time, after the sharp drop, the valuation has decreased,

A stock represents a company, not a highly liquid security. The essence of investing in stocks is to invest in a company, so the essential source of profit is the company rather than the securities market. The corollary of long-term investing is that the investor’s return is close to that of the company. If you

Since the second half of 2021, the growth rate of Wuliangye’s performance has begun to slow down. In the face of the growth rate of many liquor companies as high as 20%-30% (some even more than 50%), the growth rate of its net profit attributable to the parent in 2021 is only 17.15%. , the

One of the classic investment theory analysis series: discount rate 1/6. Is the investment experience reliable? Many investors know an experience. The period of rising interest rates kills valuations, which is especially unfavorable for growth stocks, and has relatively little impact on value stocks, while periods of falling interest rates are the opposite. As a

#Power Plate# #Green Power# #Power Marketization# $Three Gorges Energy(SH600905)$ $Yangtze River Power(SH600900)$ In the analysis articles of the first three Three Gorges Energy series ( Three Gorges Energy Analysis (1) – operating items, operating profit, etc. , Three Gorges Energy Analysis (2) – Finance , Three Gorges Energy Analysis (3) – Yangtze Power is on

On March 25, when the media broke out that Dan Bin was short-selling. I made a post that caused quite a bit of discussion on Snowball. The reason is very simple, I think that because of WW3 expectations, the reason for being bearish is not sufficient. In addition, the high position is full and the

New Oriental used to teach English. Recently, it has transformed into an e-commerce live broadcast. Watching the live broadcast can not only learn English but also shop. Has the transformation of New Oriental succeeded? Take a look at asset market views: As of 15:20 pm on June 16: New Oriental Online’s share price has reached