A ** vote, if you can't hold it for ten years, then don't hold it for a minute, this is Buffett's advice to investors, one of his meanings is that when investing, you must consider Chang Yuan, today I sorted out ten from A shares can be held for more than ten years, tomorrow I will continue to sort out the rest of the long-term logic with you**, everyone collects it, and use it in the future!
The first: China Mobile
China Mobile is the leader of domestic telecom operators, and its business currently covers more than 200 countries and regions around the world, serving 94.6 billion mobile subscribers, 20.5 billion home users, the scale is huge, unmatched, with a strong network effect, and strong business certainty;
The company's profits are very stable, with an annual profit of about 140 billion, an annual dividend of nearly 90 billion, and a dividend payment rate of about 60%.
The second: China Merchants Bank
China Merchants Bank is the largest retail bank in China, with assets of up to 1067 trillion, the company serves as many retail customers as high as 1900 million. The scale is huge, the banking industry has a history of thousands of years, and this industry will exist in the foreseeable future, and excellent players like China Merchants will become bigger and better.
China Merchants Bank's annual profit has increased to 140 billion yuan, the annual dividend is as high as more than 40 billion yuan, and the dividend payout ratio is as high as 32%, which is very stable;
The third: Sinopec
Sinopec is the largest integrated energy and chemical company in China, ranking first in oil refining capacity and ethylene production capacity.
Sinopec's profits are basically stable at about 60 billion, and the annual dividend is basically about 50 billion.
The fourth: Wuliangye
Wuliangye is a high-end liquor dragon two, is a strong fragrance leader, strong brand power, with six core resources that cannot be replicated, with a strong moat, of course, considering the decline in the birth population, for the time being, not for too long, but Wuliangye's prospects for the next ten years will not change, after all, the population is only now less born, and it will be 30 years before they drink!
Wuliangye's annual profit is as high as 27 billion, dividends are as high as more than 14 billion, and the annual dividend payout rate is 50%, which is very stable, and the dividend payout rate may increase in the future;
Fifth: Mindray Medical
If medical devices can be sure to eat the dividends of aging, who can eat the dividends of globalization, then Mindray Medical, so in the next ten years, it is certain that Mindray is not bad, but it will not be certain in 30 years, after all, medical technology may develop greatly;
Mindray Medical's annual profit is about to exceed 10 billion, dividends will exceed 5 billion, and the dividend payout ratio will exceed 50%, and it is willing to give back to shareholders;
According to this line of thinking, I found that there are actually twenty or thirty companies in the A** market that can be held for ten years, and if you say that you hold them for 20 years, there may be less than 15 of the entire A shares, and what if you say that you can hold them for 30 years? A shares can probably only find out five, today because of the time relationship, first for you to sort out five, and then I will continue to update this series of thinking, everyone collect, the future together verification, use together!