Group 1 - The core viewpoint of the article is that Shanghai Construction's stock is not a good investment due to its low profit margins and high debt levels [1] - Shanghai Construction has a gross margin of less than 10% and a net margin as low as 1%, indicating a highly competitive and challenging business environment [1] - The company's debt ratio is as high as 86%, with accounts payable amounting to 160 billion, which poses significant financial risks [1] Group 2 - The article mentions that despite the poor financial metrics, Shanghai Construction's stock has increased by over 60% since September 2013, outperforming the state-owned enterprise index ETF, which rose by 40% [1] - The author reflects on the importance of value investing, long-term investment, and diversification, suggesting that many investors may overlook these principles [1]
9月17日投资提示:原来我才是小丑
 集思录·2025-09-16 13:48