This article expands on the foreshadowing of the previous two days’ article “ Away from Explosive Funds, Fund Managers with Excellent Performance in Five Years and They “, but it is aimed at fund managers with a total scale of over 10 billion. The filter conditions are as follows: [A] There are three types of […]
From the perspective of economic structure, the industry is divided into upstream, middle and downstream industries. The downstream directly faces consumers, and the demand is the most stable; the downstream demand is transmitted upward, and the more links are more likely to be distorted, the more upstream, the industry demand fluctuates and cycles Sex will
Investing in consumer industry index funds, reading this article is enough Read More »
Many people may not fully understand Maotai. In my opinion, Maotai is: culture, willfulness, circle, class, finance, it is the only wine that is not like wine! If you can’t understand this, naturally you can’t understand Maotai. If you ask ten people on the street, at least eight people know about Tongrentang, but no one
Public perception and investor logic Read More »
Golfers commented on me that you have a strong judgment on sectors and the broader market, but you cannot choose individual stocks. This is the truth. I choose second-tier stocks, and generally buy the weakest one in the sector. There are many reasons for this. 1. Moutai 03 said that compared with Deng Xiaofeng, his
Second-tier stocks and advantages Read More »
It has been almost two months since the market rebounded. What is the main thread of the rebound? Can you please understand? It is normal to not understand, because the market presents all kinds of disorganized appearances every day, because you will think that the main line is the one that goes up. The hard
Replay late at night. Read More »
Today is the weekend. After the market closed, the Shanghai and Shenzhen stock exchanges issued the “Notice on Matters Related to the Suitability Management of Convertible Corporate Bonds”. The full text is as follows: Each market participant: In order to protect the legitimate rights and interests of investors and maintain the order of the securities
Just now, the new regulations on convertible bonds have been introduced! Read More »
Both CATL and BYD have entered the trillion-dollar club. In terms of current trends and future prospects, the two battery giants are extremely attractive to investors. According to statistics in 2021, the installed capacity of batteries in CATL accounts for 33% of the world, and BYD accounts for 9%. In the field of energy storage
Ningde era and BYD, who is the real king of global batteries Read More »
Recently, the selection of Dongfang has suddenly exploded, and the stock price of New Oriental Online has increased by 5 times in a week. The current mainstream valuation logic in the market, daily disclosure gmv* (1-34% average return rate of Douyin) * 365 days * profit rate * 25 times pe. The profit margin is
New Oriental Online Revelation Read More »
In the evening, two traders issued a document to revise some of the trading rules of convertible bonds: Notice on matters related to the appropriateness management of convertible corporate bonds Notice on Public Solicitation of Comments on the Implementation Rules for the Trading of Convertible Corporate Bonds of the Shanghai Stock Exchange (Draft for Comments)
New rules for convertible bonds, take notes Read More »
Nagging a few words about the output and nuclear increase of Shaanxi coal mines. 1. Shaanxi Coal’s mines that disclose monthly output are 16 pairs of wholly-owned and controlled mines: 1. Yulin City: Xiaobaodang No. 1, Xiaobaodang No. 2, Hong Liulin, Ningtiao Pagoda, Zhangjiamao, Hanjiawan 2, Yan’an City: Huangling No. 1, Huangling No. 2, build
It’s been a long time since I wrote an article about $Wide Wine (SH600702)$ , but it’s not a transformation of an emotional blogger, but the principle of speaking less if the results are too bad . After all, the stock market has always talked about results. And I did make a lot of mistakes.
Willing to: Taking advantage of the rebound, a few words Read More »
It is the dream of all investors to only be the master of rising waves, that is, you don’t have to worry about falling into the trap of value destruction, and you don’t have to worry about wasting too much time and cost. No matter what stock fluctuates back and forth in disorder most of
In-depth thinking on the main rising wave Read More »
1. The current national pig price is 16.62 yuan, corresponding to a pig-grain ratio of 5.74:1 The pig price of 19 yuan corresponds to a pig-grain ratio of about 6.56:1 It has just exceeded the three-level warning range (6:1) of excessive decline in pig prices. The pig price of 20 yuan corresponds to a pig-grain
The next deduction of pig prices Read More »