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In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
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.
Huafu Securities: Pursuing cost-effective upgrades in the face of the current consumption environment with a realistic attitude.
Zhītōng Finance APP learned that Huafu Securities released research reports stating that overall consumption is in a slow recovery trend, but there are still structural opportunities. Currently, it is still in the third stage of the consumption clock, seeking value in upgrades. In the short term, consumers can get a more cost-effective consumption experience by reducing their pursuit of brands and returning to the product itself; in the long run, as market competition becomes more intense and brand value is reshuffled and repositioned by the market, brand premium as a reasonable component of product prices, the mismatch between price and product will not be realized. Taking Japan as an example, the underlying logic of consumption in our country is different, and the space for internal and external demand to drive upward is large.
Why You Might Be Interested In Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. (SHSE:600809) For Its Upcoming Dividend
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. (SHSE:600809) is about to trade ex-dividend in the next 3 days. The ex-dividend date is one business day before the record date, which is the cut-off date
Shanxi Xinghuacun Fen Wine Factory (600809.SH) will distribute cash dividends of 4.37 yuan per share for the year 2023 on July 5th.
Shanxi Xinghuacun Fen Wine Factory (600809.SH) announced that it will distribute the annual 2023 dividend on July 5, 2024 ...
Could The Market Be Wrong About Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. (SHSE:600809) Given Its Attractive Financial Prospects?
Shanxi Xinghuacun Fen Wine FactoryLtd (SHSE:600809) has had a rough month with its share price down 16%. But if you pay close attention, you might gather that its strong financials could mean that t
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