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Market Chatter: Chinese Mutual Fund Holdings in Tencent Outshine CATL
Donghai Securities: In March, the consumption of tobacco and alcohol categories showed a significant month-on-month increase, with the overall sales of the Beer Industry remaining stable.
In March, the retail sales of the tobacco and liquor sector increased by 8.5% year-on-year, with a significant improvement in growth rate compared to the previous month. Last week, the Baijiu(Chinese Liquor) Sector performed steadily. With the arrival of the Earnings Reports season, the market bottom becomes clearer after the performance of liquor companies is released.
The quarterly report of the Fund managed by Zhu Shaoxing from China Universal Asset Management has been released! Increased positions in BYD (002594.SZ) and Bank Of Ningbo (002142.SZ).
Recently, Zhu Shaoxing, the deputy general manager and fund manager of the Fund, announced the first quarter report for 2025.
Yifangda Fund's Xiao Nan's product quarterly report has been released! Xiao Nan: The cost-performance ratio of allocating Baijiu(Chinese Liquor) stocks is very high.
Xiao Nan believes that currently investing in Baijiu (Chinese Liquor) stocks is akin to buying a high-yield Bonds with a built-in domestic demand Call Options, offering excellent cost-effectiveness. He has also made slight adjustments in the Autos and Parts Sector, mainly increasing allocations for external demand.
Huachuang Securities: In the second quarter, pursue a balance of volume and price. The dividend yield of Baijiu(Chinese Liquor) stocks has become attractive.
In the first quarter, the terminal sales of Baijiu(Chinese Liquor) performed relatively well. Considering the high base effect from last year, the growth rate may decline somewhat. The focus for operation in the second quarter will be on relieving channel pressure and proactively controlling the shipping pace.
Is Kweichow Moutai Co., Ltd. (SHSE:600519) Potentially Undervalued?
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101601379 : Sid you notice no one agreed with you? US is going downhill so long as this corrupted and incompetent orange head is in charge! Good luck to your American dream
SKYWalkers OP 101601379 : it's ok, I do not say things to gain approval, I don't need that, because most of the people here cannot understand what I mean when what I say is 3 to 5 years ahead of time.
70832991 : Who do you think you are, acting like you're something special? The Communist Party has been doubted for over 70 years, yet it has become increasingly powerful. Isn't that frustrating to hear?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
SKYWalkers OP 70832991 : USSR also was predicted to collapse for years, and they collapsed, so what's your point?
you are not being logical.
Earth will die eventually and we will move to Mars and not live on Earth anymore, just because it won't happen in your lifetime, it does not mean it won't happen.
CCP will collapse, because it is only a matter of time.
why do you buy stocks? why do you see charts? there is a pattern.
the pattern for CCP is obviously in downtrend bear territory, that is very clear.
so what you are saying, is not logical, just emotional outburst without basis.
SKYWalkers OP MrM : I don't bash China, I bash CCP
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