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Now to invest in container shipping, we must first clarify that the current high freight rate is going to go down for a long time . This should be a consensus , and it is implied in the stock price. Does the market value this price and expect the freight rate to continue to rise […]

On May 5th, on Snowball, I posted the Q1 performance growth rate of the key targets of the liquor industry, as shown in the figure: Let’s take a look at the agency’s expectations for some liquor companies’ interim reports for your reference. It can be clearly seen that Kweichow Moutai Zhongbao is expected to achieve

It’s surprising and ridiculous, but it’s true. Ask yourself is this the case? In order to improve better, it is best to meditate and think about whether you have such a problem. The people who are still blindly optimistic and shouting for the bull market are probably the same group of people who called for

This week, the stock prices of container shipping companies plummeted collectively. We also reduced our positions for the first time in six months since the opening of the market yesterday and believed that this action should be done under the situation of uncertainty. From Wednesday to Friday, the stock prices of various shipping companies were

On June 10, the Shanghai Stock Exchange issued the “Guidelines for the Application of the Shanghai Stock Exchange’s Science and Technology Innovation Board Issuance and Listing Review Rules No. 7 – The Fifth Set of Listing Standards for Medical Device Enterprises” to support the listing of unprofitable innovative medical device companies. In the past few

Generally speaking, I personally don’t like high-debt companies. For example, my heavyweight stocks, “Mao Wuyang Fen Song”, are all cash cows and low debt. Then why would I invest in Three Gorges Energy? As of the first quarter of 2022, the long-term interest-bearing liabilities of Three Gorges reached 101.6 billion yuan (long-term loans of 94.2

In the third chapter, I write about Great Wall Motors, if I have to give a reason: Great Wall is one of the two favorite car companies in China, one is Great Wall and the other is Wuling. Of course, there was Xiaopeng later. Great Wall Motors label: Children from poor families are in charge

Key points of this article: 1. The Sharpe ratio is the excess return that can be generated for each unit of total risk taken 2. The larger the value, the better. It is meaningless to compare when the value is negative. 3. The Sharpe ratio is historical data. When selecting a base, the next step

After Zhengbang’s problems, pig stocks rose sharply yesterday, and Muyuan shares fell after touching the 60-day line. We have summed up some of our judgments on Muyuan shares under the current situation. We planned to make more preparations and reissue it at the end of the month, but the current situation really needs to be

【WuXi Biologics Investment Logic Review 2206】 We have always been optimistic about the field of macromolecular biopharmaceuticals, and WuXi Biologics is a water seller in this field and a leading company in the segmented track that we have always been optimistic about. In the past year, the share price of WuXi Biologics has been fluctuating

In 2021, the revenue of the petrochemical segment of Wanhua Chemical (SH600309) surpassed that of the polyurethane segment for the first time. The revenue of the two is 61.4 billion and 60.4 billion respectively. From the perspective of projects under construction, the petrochemical sector may continue to grow. Although the gross profit margin of the

Last week, we cleared Vanke, most of them added Maotai, and bought a small amount of Tongce Medical. It is not ruled out that there is a possibility of clearing Gree in the future. Is there something wrong with Vanke and Gree? No problem, my opinion of them still hasn’t changed. The competitive advantages of

I have been following the shipping industry for a while, and I have shared a lot of my combing content. This time, I will share the long and short logic of the container shipping industry. The part of personal long-term funds in the future dares to lock up positions, and the part of medium and