KD Curvet Investment commented on a stock · Feb 3 21:21

I know it in my heart and stomach.

$JNCEC (00579.HK)$ The announcement issued on January 9 to reduce the electricity price for internet access, reducing the company's profits by 0.6 billion yuan, was intended to suppress the stock price, paving the way for the implementation of stock appreciation rewards (at that time I thought it was going to be privatized). The announcement at that time was problematic. Reducing the electricity price for internet access can only be said to reduce revenue, but reducing revenue does not necessarily mean reducing profits. Everyone knows about the linkage mechanism between electricity and gas. How can the electricity price be reduced without lowering the gas price? If the gas price is reduced, costs decrease, and profits will not necessarily decrease. Of course, the National Development and Reform Commission issuing such documents, and companies making them public, is also understandable. But investors need to stay calm and not be misled by illusions. At the time, I analyzed the announcement and decisively increased my position at a low point. Hopefully, my judgment was correct.

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KD Curvet Investment

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