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🇨🇳 Все разборы китайских компаний

Часть 1 —>

Ресурсы
China Hongqiao 1 —> 2 —> 3 —> 4
China Coal Energy 1
Yankuang Energy 1
Zijin Mining 1
Tianqi Lithium 1 —> 2

🏭 Промышленное производство
Anhui Conch Cement 1
Tianqi Lithium Corporation 1
China Oilfield Services 1
Huisen Household International 1

🏗 Девелоперы, недвижимость
China Vanke 1
Country Garden Holdings 1 —> 2
Сountry Garden Services 1
Link Real Estate Investment Trust 1
NWS Holdings 1

Аудиоподкаст по китайской недвижимости

🔌 Энергетика
China Longyuan Power 1 —> 2
JinkoSolar 1—> 2


🌽 Агропромышленность, напитки
Tsingtao Brewery 1
Haidilao International 1

✈️🚎🚆🚢 Перевозки грузов, людей

China Eastern Airlines Corporation Limited 1
China Southern Airlines Company Limited 1
COSCO SHIPPING Holdings 1

👕 Одежда
ANTA Sports

💊 Здравоохранение
Wuxi Biologics 1
Essex Bio-Technology 1

Другое 🧐
Pop Mart International 1
Vtech Holdings 1

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BY Павел Шумилов - инвестиции, разборы компаний


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Telegram | DID YOU KNOW?

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Telegram has become more interventionist over time, and has steadily increased its efforts to shut down these accounts. But this has also meant that the company has also engaged with lawmakers more generally, although it maintains that it doesn’t do so willingly. For instance, in September 2021, Telegram reportedly blocked a chat bot in support of (Putin critic) Alexei Navalny during Russia’s most recent parliamentary elections. Pavel Durov was quoted at the time saying that the company was obliged to follow a “legitimate” law of the land. He added that as Apple and Google both follow the law, to violate it would give both platforms a reason to boot the messenger from its stores. For example, WhatsApp restricted the number of times a user could forward something, and developed automated systems that detect and flag objectionable content. "We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon." In December 2021, Sebi officials had conducted a search and seizure operation at the premises of certain persons carrying out similar manipulative activities through Telegram channels. "There is a significant risk of insider threat or hacking of Telegram systems that could expose all of these chats to the Russian government," said Eva Galperin with the Electronic Frontier Foundation, which has called for Telegram to improve its privacy practices.
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Telegram Павел Шумилов - инвестиции, разборы компаний
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