1丨Foreign media: Taliban negotiators go to the presidential palace to prepare to transfer power
The Associated Press just reported that Taliban negotiators have gone to the presidential palace in Kabul to prepare to “transfer” power. (World Wide Web)
2丨The whole point of investment | Haitong strategy: high-prosperity hard technology will maintain high valuations
Every AI newsletter, Haitong Strategy Research reports that the current industry valuation differentiation is still obvious, and the valuations of most industries are still relatively low. Therefore, from the perspective of historical law, most industry valuations have not reached historical highs, and the current bull market is still Not over. This analysis also means that the industry with a small increase in the previous period and a low valuation quantile is expected to rise in the future, that is, the market style is more balanced, and the market will be more balanced, from a single lele to a public lele. At present, the smart manufacturing of hard technology has become a consensus in the market, and the main focus is how to treat high valuations. We have analyzed the previous report and can learn from the Apple mobile phone industry chain from 2010-11. The conclusion is that this year’s high-prosperity hard technology will maintain a high valuation. The future digestion of the valuation will depend on the market environment and pay attention to next year. In addition, emphasis is placed on traditional mid- and downstream manufacturing, such as construction machinery, building materials, home appliances, food and beverages, etc.
3丨News!Afghan Interior Minister: Power will be transferred peacefully to a transitional government
Agence France-Presse just reported that the Minister of the Interior of Afghanistan stated that Afghanistan will carry out a “peaceful transfer of power.” Power will be handed over to a “transitional government.”
CNN just reported that the transitional government is “probably” including high-ranking Taliban and some members of the Ghani government. (World Wide Web)
4丨Next week, the new stocks of Yi Zhongtian and Han Han are coming
In the next week, the number of new stocks to be issued dropped significantly. Currently, only 4 are scheduled to be issued, including 2 sci-tech innovation boards, 1 Shanghai Stock Exchange main board and 1 GEM new stock. Among them, the new shares of Guomai Culture on the GEM issued on Thursday, August 19, are mainly engaged in the planning and distribution of books. Well-known writers Yi Zhongtian and Han Han are not only popular book authors, but also shareholders of holding companies.
Guomai Culture plans to issue 18.01 million new shares this time, and the number of new shares issued will account for 25% of the total share capital after the issuance. The main business of Guomai Culture includes book planning and distribution, digital content business, and IP derivation and operation. The founder of the company is Lu Jinbo, one of the “first generation online writers”. Lu Jinbo, whose pen name is “Li Xunhuan”, is also a writer. Together with Ning Caishen and Xing Yusen, he was called “the troika of network literature”.
Relying on the works of many IP writers such as Yi Zhongtian, Yang Hongying, Han Han, Feng Tang, etc., the book planning and distribution revenue of Guomai Culture accounted for more than 90% of the main revenue. In 2020, Yi Zhongtian’s work alone will bring in 20 million revenue.
From 2018 to 2020, the operating income of Guomai Culture was 305 million yuan, 384 million yuan, and 355 million yuan, respectively. In 2020, due to the decrease of offline code oceans, revenue has declined slightly. The three-year net profit was 46.32 million yuan, 51.8 million yuan and 40.47 million yuan. The top five sales of copyrighted books by the company are mainly the works of Yi Zhongtian, Cai Chongda, and Han Han. (China Fund News)
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