Hong Kong stock medicine can still fall to this level, and even the excellent quality of Hong Kong stock pharmaceutical targets began to fall below the liquidation price we estimated in batches, which is quite unexpected.
Don't waste any crisis", this sentence is a reminder to pick up our spirits and deal with crises when they come. Crises need to be dealt with more actively and seriously, on the one hand, because all the "dangers" of the old state are "opportunities" that give birth to new states, but on the other hand, "dangers" will not automatically transform into "opportunities" for participants who are accustomed to the old system and the old state, and it requires people with intentions to prepare in advance and take the initiative to grasp them.
First, make sure you don't fall over; Secondly, in the chaotic period brought about by the handover of the old and new states, dare to lay out the future.
With the re-launch of January 2024, Hong Kong stock medicine has once again come to a crossroads that tests investors' confidence and perseverance, and we are once again facing the moment of "whether to fight or retreat, whether to adjust or defend". Time is always forward, irreversible.
At each important point in time, different people will have different choices, some people choose to charge, some people choose to retreat, and some people choose to bury their heads in the sand and turn a blind eye, these choices are not simple right and wrong, but different choices will derive different causes and effects at certain moments in the future.
For us, being able to swim against the tide at this point in time, and to rebalance our positions appropriately to concentrate on high-quality companies with more expected divergences is a key option to secure the ideal return of our portfolio in the future. We seek certainty, but do not exclude the necessary risk-taking. The collective of the entire Hong Kong stock pharmaceutical industry** will logically accumulate stronger return potential, release more potential downward pressure, and make the future risk-return prospects more attractive.
Winter is approaching the earth, and all the trees are depressed, but the buds with small branches are already blooming after the scheduled next round of spring return.
Author: Qingqiao Sunshine.
*:Snowball.