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Продолжаю делать разборы китайских компаний, которые недавно появились на СПБ Бирже с листингом в Гонконге. Сегодня разобрал 5 компаний из двух секторов: полупроводники и производители автомобилей.

https://www.youtube.com/watch?v=8CmyjVFiBCE

В обзоре:
00:00 - Вступление
01:18 - Flat Glass Group (6865)
10:22 - Shanghai Fudan Microelectronics Group (1385)
15:40 - Great Wall Motor (2333)
26:04 - Guangzhou Automobile Group (2238)
33:50 - Zhuzhou CRRC Times Electric (3898)
40:11 - Выводы. Кого стоит рассмотреть на покупку?



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Продолжаю делать разборы китайских компаний, которые недавно появились на СПБ Бирже с листингом в Гонконге. Сегодня разобрал 5 компаний из двух секторов: полупроводники и производители автомобилей.

https://www.youtube.com/watch?v=8CmyjVFiBCE

В обзоре:
00:00 - Вступление
01:18 - Flat Glass Group (6865)
10:22 - Shanghai Fudan Microelectronics Group (1385)
15:40 - Great Wall Motor (2333)
26:04 - Guangzhou Automobile Group (2238)
33:50 - Zhuzhou CRRC Times Electric (3898)
40:11 - Выводы. Кого стоит рассмотреть на покупку?

BY Павел Шумилов - инвестиции, разборы компаний




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In a message on his Telegram channel recently recounting the episode, Durov wrote: "I lost my company and my home, but would do it again – without hesitation." In a statement, the regulator said the search and seizure operation was carried out against seven individuals and one corporate entity at multiple locations in Ahmedabad and Bhavnagar in Gujarat, Neemuch in Madhya Pradesh, Delhi, and Mumbai. Now safely in France with his spouse and three of his children, Kliuchnikov scrolls through Telegram to learn about the devastation happening in his home country. But Kliuchnikov, the Ukranian now in France, said he will use Signal or WhatsApp for sensitive conversations, but questions around privacy on Telegram do not give him pause when it comes to sharing information about the war. The Security Service of Ukraine said in a tweet that it was able to effectively target Russian convoys near Kyiv because of messages sent to an official Telegram bot account called "STOP Russian War."
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Telegram Павел Шумилов - инвестиции, разборы компаний
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