Rate Of Return
ABC Investment enthusiastQ1 earnings report is out. Based on the current earnings call, the FY2026 guidance has been raised, the most pessimistic moment has passed, and the initial target is 50.
关于陶氏化学的深度思考
一、先明确一下陶氏化学的结构性变化 2019 年 6 月是陶氏化学的根本性分界点：2019 年 6 月前：为旧陶氏主体，2017-2019 年与杜邦合并为陶氏杜邦，业务覆盖大宗化工、特种材料、农业种子，业务结构多元，周期属性被稀释；2019 年 6 月后：从陶氏杜邦分拆独立上市，聚焦大宗化工、包装与特种塑料，大宗周期品营收占比超 70%，周期属性被极致放大，和旧陶氏并非同一标的...
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