Snowball today | 雪球

$China Shenhua(SH601088)$ $Shaanxi Coal Industry(SH601225)$ $China Coal Energy(SH601898)$ Looking at the long-term trend chart of world commodities, from oil to natural gas, from corn to coal, almost all basic consumer goods have a long-term upward trend over the span of several decades. I don’t understand why some people think that the coal sector has no […]

Please remember first: Watson creature driven by “three forces, two wheels and one core”. This is what I summed up and extracted, and I will often test it in the future. “Three Forces, Two Wheels and One Core” determines the thickness of the fundamentals and determines the bottom and height of the valuation. With $

In the previous article , the management scale of 6 trillion, the performance of thousands of fund managers is summarized! In this book, I took stock of the performance of thousands of fund managers in the A-share market, and preliminarily listed some fund managers worthy of everyone’s attention based on statistical indicators such as annualized

Recently Fengyunjun checked the subjective long private placements that fell within 5 points (or close to) this year, and wanted to see how many “survivors” were still in this large “disaster field”. It turns out that there are already less than 10 companies if only this one condition is limited. If some other qualifications are

Today is April 25, 2022, and A shares have fallen sharply again. The Shanghai Composite Index fell 158 points, or 5.13%, to close at 2,928.51 points. It fell below 3000 points in one day, and without resistance, it plummeted. The ChiNext fell 5.6%, and the Shenzhen Component Index fell 6.08%. From the market level, 4541

Today, I read a few more quarterly reports, and there are quite a few stock positions that have been reduced. But instead of choosing to lighten their positions at the peak of the bull market, they choose to lighten their positions when market sentiment collapses, forming negative feedback. The following data interval is: 2022.01.01~2022.04.26. Let’s

Recently, China’s rights and interests continued to adjust, and the market sentiment was generally pessimistic. From the following dimensions, it is still necessary for everyone to remain rational, and to attach great importance to and review the allocation opportunities of China’s equity assets. 1. Macro Trends 1) Economic growth trend: At present, the asset-liability structure

# Lao Siji Hard Core Evaluation# aims to create a long-term column for the evaluation of golfers’ crowdsourcing funds. Topic will select a fund theme every week, covering fund targets that are widely concerned by golfers, and invite golfers to mine and analyze the investment value of these funds. In this evaluation activity, Topic selected

Zhangji Wealth——Focus on fund research and share investment dry goods! As a qualified Christian, if you lose money, you should pay attention to the fund’s quarterly report with tears in your eyes. You must not lie down. You must always understand what the fund manager is doing with your real money~ The fund’s first quarterly

After two years of lessons learned, many people have told me that buying funds should not be over-the-top ones. After all, no one knows if it will work next year. It’s good to choose the kind that is not top-notch but is at the forefront of its class every year. I screened the funds that

Two weeks ago (April 10), the Shenzhen Stock Exchange issued an annual report on the development of the ETF industry (2021). After reading it, I also made some simple arrangements. I will share it with you today. I have listed several points that I think are worth paying attention to. The focus is on the

I rarely mention some huge fund managers in my articles, but that doesn’t mean I don’t care about them. On the contrary, I have a lot of attention to them Typical such as Ruxingquan Xie Zhiyu, Yi Fangda Zhang Kun, Fuguo Zhu Shaoxing, Ruiyuan Fu Pengbo, these top fund managers have a huge management scale

Recently, many companies have released their quarterly reports one after another. Today, I will focus on a few companies that I usually pay attention to. (1) Mindray Medical – as expected Mindray Medical is a company I am very optimistic about , and it is also a veritable leader in the domestic medical device field.