Ping An Securities: Liquor competition in the stock era will shift to parallel channels and brands
For wine companies, execution and innovation are core competencies. At the same time, in the era of stocks, competition for liquor will shift to parallel channels and brands.
North and South Water | Nanshui sold 4,044 billion yuan in net sales throughout the day, increasing Kweichow Moutai for 3 consecutive days, and Beishui reduced its holdings in Tencent
Track the latest developments in north-south funding
North and South Water | Nanshui sold 2.14 billion yuan in net sales throughout the day, added Kweichow Moutai for 2 consecutive days, and Beishui raised funds from the Bank of China
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Duan Yongping continues to buy this company
Has the “rally call” for core assets been sounded?
Yang Delong: An old shareholder bought this stock in 12 years and now the account has exceeded 100 million
On the afternoon of May 4, local time, the 9th Buffett Shareholders' Meeting hosted by Sina Finance and the Chinese and American Investors Reception was held at the Downtown Omaha Marriott Hotel. The reception was the largest and most influential investor exchange event during Buffett's shareholders' meeting. Investment elites, heads of Chinese public and private equity funds and brokerage firms, and executives of listed companies attended the conference and began a high-quality conversation. Yang Delong, executive general manager of Qianhai Open Source Fund, attended the conference and delivered a speech. He shared a value investment case saying that an old shareholder bought all of his accounts as Maotai stock and never saw the market since then. from 2012
Orina Chang: Ten years ago, Buffett said he was watching a big Chinese company reveal the answer today
On the afternoon of May 4, local time, the 9th Buffett Shareholders' Meeting hosted by Sina Finance and the Chinese and American Investors Reception was held at the Downtown Omaha Marriott Hotel. The reception was the largest and most influential investor exchange event during Buffett's shareholders' meeting. Investment elites, heads of Chinese public and private equity funds and brokerage firms, and executives of listed companies attended the conference and began a high-quality conversation. Host Orina Chang, executive director of the Oppenheimer Foundation, said after listening to Dongfang Harbor Chairman and Fund Manager Dan Bin's speech that she remembers when she had the opportunity to interview Buffett about ten years ago, and asked him if he was watching
Wall Street bosses' latest stock holdings are here!
Illustration of Hong Kong A shares, Chinese securities, and US stocks held by US funds
Kweichow Moutai's Chairman Resigns
Kweichow Moutai's (SHA:600519) board Chairman Ding Xiongjun resigned, the company said in a disclosure to the Shanghai Stock Exchange. The Chinese liquor manufacturer plans to conduct an election to d
Maotai changed his coach, and the “veteran” returned! What are the stories of the new helmsman and the $2 trillion “stock king”?
Zhang Deqin takes over Ding Xiongjun
Many Would Be Envious Of Kweichow Moutai's (SHSE:600519) Excellent Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect world, we'd like to see a company investing more capital into its business and idea
CICC 24Q1 Active Equity Fund Analysis: The ratio of Hong Kong stocks showed an increase in the energy and raw materials industries and a significant increase in holdings
In terms of asset allocation, there has been a correction in stock positions, and the Hong Kong stock ratio has shown an increase. In terms of Hong Kong stocks, heavy holdings are concentrated in the IT industry, energy industry, non-essential consumption and healthcare industries. Among them, the energy industry and raw materials industry saw significant increases in 2024Q1.
The big guys have the latest stock positions!
Kweichow Moutai holds the top position in heavy stocks
North and South Water | Nanshui is buying resource stocks and liquor stocks, and Beishui continues to buy China Mobile Tencent and Bank of China
The net sale of A-shares was $2,997 billion, and the net purchase of Hong Kong shares was HK$2.34 billion by Northbound Capital.
Illustrated 2024 Public Fund Quarterly Report
Disclosure of the top 20 heavy stocks
North and South Water | Nearly 900 million foreign capital sweeps Maotai, Beishui furiously increases its holdings with Tencent and Bank of China
Northside Capital made a net purchase of 1,389 million yuan of A-shares, and today Nanxia Capital made a net purchase of HK$2,901 billion in Hong Kong shares.
E-Fangda Consumer Industry Quarterly Report released! Xiao Nan: Adding sectors such as home appliances and auto parts
Recently, E-Fangda Consumer Industry, managed by Xiao Nan and Wang Yuanchun, disclosed a quarterly report.
North and South Water | Beishui made a significant net purchase of nearly HK$10 billion, increasing CNPC's inventory for 5 consecutive days; Nanshui raised more than 200 million yuan from Maotai
Track the latest developments in north-south funding
North and South Water | Nanshui's net purchases exceeded 8.1 billion yuan throughout the day, Maotai received nearly 900 million yuan in fundraising, and Beishui increased its inventory with China Mobile for 8 consecutive days
Track the latest developments in north-south funding
It's been on the market for so long, and Maotai has never been so screwed
Entered a “technical bear market” 4 times in 3 years
Guotai Junan: Liquor moving towards a new balance, industry value highlighted
Factors of concern under the “double low” characteristics of the liquor industry will shift from the economy to Maotai. Previously, the pricing and micro-transaction structures of mainstream companies in the industry were cleared one after another, with the exception of Maotai. After Maotai's price declines, it will move towards a new balance, and the value of the industry will become prominent.
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