No Data
No Data
Fu Pengbo's latest heavy stock has arrived, with two new companies added.
Ruicai Fund, managed by Fu Pengbo, released the Q2 report of Ruicai Growth Value Mixed Fund. Fu Pengbo's latest management scale is 18.686 billion yuan, and the top ten holdings in the second quarter are: China Mobile, CATL, Luxshare Precision Industry, Tencent, Suzhou Maxwell Technologies, Guanghui Energy, Hangzhou Great Star Industrial, Sinocare Inc., Wanhua Chemical Group, and Hygeia Health. Compared with the end of the first quarter holdings, Great Star Industrial and Hygeia Health became his top ten heavy positions in the second quarter; Fu Pengbo increased his positions in Suzhou Maxwell Technologies, Guanghui Energy, CATL, and Sinocare Inc.; reduced positions in China Mobile, Luxshare Precision Industry, Tencent, and Wanhua Chemical Group. Fu Pengbo wrote in the Q2 report
Ruìyuǎn Fund's Fu Pengbo second quarter report disclosed: reducing stock positions while continuing to increase investment in Hong Kong stocks.
Ruifeng Fund's second quarter report shows that fund managers Fu Pengbo and Zhu Lin mentioned in the second quarter report that compared to the previous quarter's stock purchases, Ruifeng Growth Value's overall stock position dropped to 87.83%, However, the Hong Kong stock position further increased to 23.63%.
Wanhua Chemical Group (600309.SH): its subsidiary, BorsodChem in Hungary, is undergoing equipment maintenance and shutdown.
On July 15, Glonhe announced that, according to the production process characteristics of chemical companies, in order to ensure the safe and effective operation of the production equipment, and in accordance with the annual maintenance plan, its subsidiary, Hungary's BorsodChemZrt. MDI (0.4 million tons/year), TDI (0.25 million tons/year) and other integrated equipment and related supporting equipment will be shut down for maintenance one after another from July 16, 2024, and the maintenance is expected to last for about 40 days.
Research Reports: Sealand Securities maintains a "buy" rating for Wanhua Chemical Group and creates two strong barriers with high technology and low cost.
Sealand Securities research report pointed out that the future competitive advantage of the chemical industry lies in the "engineer dividend", and Wanhua Chemical Group (600309.SH) is a typical company in China that is driven by technological innovation. Based on excellent culture, the company has created two moats of high technology and low cost through technological innovation and excellent operation. Wanhua Chemical Group is marching towards the ranks of global chemical giants at the pace of cyclical growth stocks. In the short term, the product prosperity is the most core factor affecting the fundamentals of Wanhua Chemical Group. From the representative indicators, price difference is the most core factor affecting short-term profits. Currently, the price difference index of Wanhua Chemical Group is at the historical 8.37th percentile.
Wanhua Chemical Group's (SHSE:600309) Returns On Capital Not Reflecting Well On The Business
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for? Firstly, we'd want to identify a growing return on capital employed (ROCE) and th
Wanhua Chemical Group Co., Ltd.'s (SHSE:600309) Largest Shareholders Are Private Companies With 39% Ownership, Individual Investors Own 32%
Key Insights The considerable ownership by private companies in Wanhua Chemical Group indicates that they collectively have a greater say in management and business strategy 51% of the business is h
No Data