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Павел Шумилов - инвестиции, разборы компаний
🇨🇳 Все разборы китайских компаний

Часть 2 —>

Все разборы идут от старых к новым. Т.е. 1 —> 2 —> 3 - более старые разборы, чем 5 —> 6 —> 7.

🛒 Магазины

Alibaba 1 —> 2 —> 3 —> 4 —> 5 —> 6
PDD 1
JD-com 1 —> 2 —> 3 —> 4 —> 5 —> 6
Аудиоподкаст про Alibaba, JD иPDD
Vipshop 1 —> 2
Baozun 1 —> 2 —> 3 —> 4 —> 5 —> 6

🏦Финансовый сектор
Agricultural Bank of China Limited 1
Postal Savings Bank of China Co. 1
China Galaxy Securities Co., Ltd. 1
China International Capital Corporation Limited 1
CITIC Securities Company Limited 1
PICC Property and Casualty Company Limited 1
China Pacific Insurance 1
New China Life Insurance Company 1
UP Fintech Holding 1
Lufax Holding 1
Ping An 1

А также ETF по Китаю:
Tracker Fund of Hong Kong 1
ChinaAMC CSI 300 Index ETF 1
iShares Core MSCI Asia ex Japan ETF 1
16:50 - iShares Hang Seng TECH ETF 1

💻 IT
NetEase 1 —> 2 —> 3
Baidu 1 — > 2 — > 3 — > 4 —> 5 —> 6
Tencent 1 —> 2
Bilibili 1 — > 2 — > 3 — > 4
Hello Group 1 —> 2 —> 3
Kingsoft 1

🎓 Образование
TAL Education 1 —> 2 —> 3
Gaotu Techedu 1 —> 2 —> 3

🚗 Автомобили
Li Auto 1 —> 2 —> 3
XPeng 1 —> 2 —> 3 —> 4
NIO 1 —> 2 —> 3

Great Wall Motor 1
Guangzhou Automobile Group 1
Zhuzhou CRRC Times Electric 1

📱Телекоммуникации

Xiaomi 1
China Tower Corporation 1

🌴 Услуги, отдых
Meituan 1—> 2 —> 3
China Tourism Group Duty Free 1 —> 2

Техника,электроника,полупроводники 📺
Flat Glass Group 1
Shanghai Fudan Microelectronics 1
Haier Smart Home 1
Hua Hong Semiconductor 1

🛢Нефть и газ
China Petroleum & Chemical (Sinopec) 1
Sinopec Shanghai Petrochemical 1

Часть 2 —>
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🇨🇳 Все разборы китайских компаний

Часть 2 —>

Все разборы идут от старых к новым. Т.е. 1 —> 2 —> 3 - более старые разборы, чем 5 —> 6 —> 7.

🛒 Магазины

Alibaba 1 —> 2 —> 3 —> 4 —> 5 —> 6
PDD 1
JD-com 1 —> 2 —> 3 —> 4 —> 5 —> 6
Аудиоподкаст про Alibaba, JD иPDD
Vipshop 1 —> 2
Baozun 1 —> 2 —> 3 —> 4 —> 5 —> 6

🏦Финансовый сектор
Agricultural Bank of China Limited 1
Postal Savings Bank of China Co. 1
China Galaxy Securities Co., Ltd. 1
China International Capital Corporation Limited 1
CITIC Securities Company Limited 1
PICC Property and Casualty Company Limited 1
China Pacific Insurance 1
New China Life Insurance Company 1
UP Fintech Holding 1
Lufax Holding 1
Ping An 1

А также ETF по Китаю:
Tracker Fund of Hong Kong 1
ChinaAMC CSI 300 Index ETF 1
iShares Core MSCI Asia ex Japan ETF 1
16:50 - iShares Hang Seng TECH ETF 1

💻 IT
NetEase 1 —> 2 —> 3
Baidu 1 — > 2 — > 3 — > 4 —> 5 —> 6
Tencent 1 —> 2
Bilibili 1 — > 2 — > 3 — > 4
Hello Group 1 —> 2 —> 3
Kingsoft 1

🎓 Образование
TAL Education 1 —> 2 —> 3
Gaotu Techedu 1 —> 2 —> 3

🚗 Автомобили
Li Auto 1 —> 2 —> 3
XPeng 1 —> 2 —> 3 —> 4
NIO 1 —> 2 —> 3

Great Wall Motor 1
Guangzhou Automobile Group 1
Zhuzhou CRRC Times Electric 1

📱Телекоммуникации

Xiaomi 1
China Tower Corporation 1

🌴 Услуги, отдых
Meituan 1—> 2 —> 3
China Tourism Group Duty Free 1 —> 2

Техника,электроника,полупроводники 📺
Flat Glass Group 1
Shanghai Fudan Microelectronics 1
Haier Smart Home 1
Hua Hong Semiconductor 1

🛢Нефть и газ
China Petroleum & Chemical (Sinopec) 1
Sinopec Shanghai Petrochemical 1

Часть 2 —>

BY Павел Шумилов - инвестиции, разборы компаний


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Telegram | DID YOU KNOW?

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As the war in Ukraine rages, the messaging app Telegram has emerged as the go-to place for unfiltered live war updates for both Ukrainian refugees and increasingly isolated Russians alike. Right now the digital security needs of Russians and Ukrainians are very different, and they lead to very different caveats about how to mitigate the risks associated with using Telegram. For Ukrainians in Ukraine, whose physical safety is at risk because they are in a war zone, digital security is probably not their highest priority. They may value access to news and communication with their loved ones over making sure that all of their communications are encrypted in such a manner that they are indecipherable to Telegram, its employees, or governments with court orders. At the start of 2018, the company attempted to launch an Initial Coin Offering (ICO) which would enable it to enable payments (and earn the cash that comes from doing so). The initial signals were promising, especially given Telegram’s user base is already fairly crypto-savvy. It raised an initial tranche of cash – worth more than a billion dollars – to help develop the coin before opening sales to the public. Unfortunately, third-party sales of coins bought in those initial fundraising rounds raised the ire of the SEC, which brought the hammer down on the whole operation. In 2020, officials ordered Telegram to pay a fine of $18.5 million and hand back much of the cash that it had raised. 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. In 2014, Pavel Durov fled the country after allies of the Kremlin took control of the social networking site most know just as VK. Russia's intelligence agency had asked Durov to turn over the data of anti-Kremlin protesters. Durov refused to do so.
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🇨🇳 Все разборы китайских компаний

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