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GF SEC: New cycle of csi sws food & beverage index, returning to PB-roe framework.
In the future, with the recovery of demand in China and the revision of EPS expectations, the market style is expected to return to a sustained high ROE, and the value of the leading companies in the CSI SWS food & beverage sector is expected to stand out.
Nanshui sold more than 0.3 billion yuan of Maotai, while Beishui further bought more than 0.4 billion Hong Kong dollars of Tencent.
Track the latest trends of north-south directional funds.
In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
E Fund Zhang Kun's second quarter report is out! Once again heavily invested in Samsonite (01910) and Prada (01913).
Today, Yi Fang Da fund manager Zhang Kun disclosed the second quarter report of managed fund products in 2024. Following the first time to buy Samsonite (01910) and Prada (01913) in the fourth quarter of 2023, Zhang Kun once again heavily increased his holdings in the second quarter.
Li Xiaoxing, manager of Yinhuafund, increased shareholdings in defense stocks in the second quarter, while significantly reducing positions in Kweichow Moutai and Wuliangye Yibin.
Li Xiaoxing, manager under Yinhuafund, released the Q2 performance report for 15 products, including Yinhuaxinjia two-year holding period mixed fund, Yinhuaxinyi flexible configuration mixed fund, and Yinhuaxinxian one-year holding period mixed fund. Li Xiaoxing's latest management scale is 23.556 billion yuan, with the top ten holdings of his funds are Shanxi Xinghuacun Fen Wine Factory, Naura Technology Group, Wuliangye Yibin, Luzhou Laojiao, Midea Group Co., Ltd., Guizhou Space Appliance, AVIC Shenyang Aircraft, Kweichow Moutai, AVIC Xi'an Aircraft Industry Group and Anhui Gujing Distillery. Looking at the changes in holdings, compared to the end of Q1, Li Xiaoxing aggressively increased his holdings of defense stocks, and both Guizhou Space Appliance and AVIC Shenyang Aircraft entered the ranks of his top ten heavy holdings.
Investors in Wuliangye YibinLtd (SZSE:000858) Have Unfortunately Lost 50% Over the Last Three Years
Why Wuliangye Yibin Co.,Ltd. (SZSE:000858) Could Be Worth WatchingNo Data
