Hindenburg Research LLC, an American investment research institution specializing in short selling, is targeting Gautam Adani, the richest man in India and Asia. On the evening of Tuesday, 24th Eastern Time, Hindenburg released a nearly 100-page long report titled “How Adani Group—the third richest man in the world carried out the largest fraud in corporate […]
Famous short-seller Hindenburg eyeing Asia’s richest man Read More »
$Hua Medicine-B(02552)$ $Ascentage Medicine-B(06855)$ $Yenting Xinyao-B(01952)$ The innovative drug segment is a good track in a good industry The domestic innovative drug market will become larger and larger, accounting for a higher and higher proportion of the total drug expenditure for a long time. The total market volume has been growing rapidly in recent years,
Thoughts on 18A pharmaceutical portfolio investing in Hong Kong stocks Read More »
I wrote an article before the festival to explain the relationship between PB, PE and ROE. PB=PE*ROE When ROE returns to an upward trend, PE will increase (when PE is underestimated). The rise of PE and ROE together will lead to a greater increase in PB. Therefore, when the stock market reaches the bottom area,
Take a look at ROE! A shares will go up this year Read More »
[The two poles of investment] Netizen retail investor B said that there are only two extremes in the general direction of investment. One is to make money from the market A. One is to earn money from the company B. Connect A and B with a straight line, assuming that the middle is used as
Disclaimer: This article is only a record of personal investment thinking and does not constitute investment advice. Chi-Med is a target that I have always adhered to, and it is also a target that I am very optimistic about. Chi-Med announced on January 23, 2023 that Chi-Med announced that its subsidiary Hutchison Whampoa Pharmaceuticals (Shanghai)
Talk about the views after Chi-Med authorized fruquintinib to Takeda Pharmaceutical Read More »
Welcome to the WeChat subscription account of “Sina Technology”: techsina Text/Zhao Jinjie Source/Alphabet List (ID: wujicaijing) “Price really matters”. In the early morning of January 26th, Beijing time, Tesla CEO Musk expressed his emotions at the earnings call for the fourth quarter of 2022. Because the price cuts are not only helping Tesla win back
The price cut works! Tesla wins China and wins the world Read More »
The predecessor of the shipping alliance was the European Liner Trade Union . On April 6, 1974, the “Convention on the Code of Conduct of Liner Conferences” was adopted at the United Nations Conference held in Geneva, and came into effect on October 6, 1983. However, this code convention has not been able to be
Talk about the original intention and origin of the container shipping alliance Read More »
When talking about investment, you must talk about the moat. When you mention the moat, you must talk about the business model. When discussing the business model, you must talk about the industry. In the end, I came to the conclusion that Moutai Niu B is because the liquor industry is born with a good
What is a good business model Read More »
Yangtze Power 1. Wudongde Hydropower Station (1) Guangdong Consumption of electricity: 19.8 billion kwh of priority power generation plan from 2021 to 2025, increasing by 10% year by year from 2022 to release part of the electricity Composition of electricity price: The part that has not been released: the landing electricity price is determined by
Formation Mechanism of External Electricity Price for Listed Hydropower Enterprises Read More »
According to Maoyan Professional Edition data, as of now, the box office of the 2023 Spring Festival movie has exceeded 5 billion yuan. Among the newly released Spring Festival films, the box office of “Man Jianghong” and “The Wandering Earth 2” both exceeded 1.5 billion yuan, contributing half of the box office of the Spring
Another well-known professional football club in Wuhan, Wuhan Yangtze River Club, announced its dissolution through official channels on January 25. Wuhan Changjiang has also become the fourth Chinese Super League club to be disbanded after Tianjin Tianhai, Jiangsu Team and Chongqing Liangjiang Athletic. | Related reading (Beijing Youth Daily) Focus on mobile Internet The past
Wuhan Changjiang announces withdrawal from Chinese football Read More »
On Wednesday, Eastern Time, after announcing a strong fourth-quarter financial report, Dutch chip equipment manufacturing giant ASML expects its revenue to continue to grow significantly in 2023, and expects the semiconductor industry to re-accelerate growth in the second half of this year. In addition, despite the pressure from the United States, ASML still expects that
Data show that M2, an important measure of the U.S. money supply – including money in circulation, money market fund balances and savings deposits – has been slowing for the past two years after surging in 2020, and rose in December. Turned down. The year-on-year growth rate of US M2 in December was -1.3%, which