Grassroots Investment Observations on Yunnan Tourism During May Day Holiday
On the last day of the May Day holiday, let's not talk about the market. Instead, I'll share some grassroots research observations from my trip to Yunnan during the holiday.
First, let's talk about Dali's Erhai Lake. The weather wasn't particularly good when we went this time; it was overcast, so we didn't get any great photos. There are also many homestays nearby themed around stock trading training.
But it's true, for those who are relatively financially independent, trading is trading wherever you place the order. The climate here is good, facing the sea, the market closes at 3 PM, you can go for a run or exercise by Erhai Lake, which is quite nice. After all, longevity is a crucial form of compound interest in investing. Look at Buffett, the old man is almost 100 years old, and most of his money was made after he turned 60.
Another thing is, in this fifth-tier city, at a pharmacy in the town, I was surprised to see they still sell Tirzepatide and Masdutide weight-loss drugs.
First, about the pharmacy. I'm quite familiar with this pharmacy chain. I've read some research reports before. In Yunnan, the penetration rate of two pharmacy chains, Yixintang and Jianzhijia, is relatively high, similar to the frequency of seeing Yifeng Pharmacy in the Jiangsu-Zhejiang-Shanghai region. I happened to go to the pharmacy to buy a box of band-aids and chatted with the staff. Even in a pharmacy in this kind of fifth-tier city, there are still people buying Tirzepatide and Masdutide weight-loss drugs. This highlights the advantage of chain pharmacies. As a standardized chain, its supply chain and procurement logistics follow national unified standards, allowing even the newest drugs to be distributed to fifth-tier cities.
Regarding weight-loss drugs, we've introduced them many times before. For example, Tirzepatide is the latest weight-loss drug developed by Lilly, with better effects than Semaglutide developed earlier by Novo Nordisk. "The 'Two Titans' of Weight-Loss Drugs Are No More, Novo Nordisk Back to Square One."
The above are some fragmented grassroots research observations about investments during my trip. They may not be accurate, just for fun. The market opens tomorrow, and A-shares are likely to rise, especially the storage sector. The consumer sector should also perform quite well, not just because of this May Day holiday, but because, looking at the entire Q1 earnings report, the food and beverage sector's performance exceeded expectations by a relatively high margin. Of course, this could also be because the market's previous expectations for food and beverage were overly pessimistic.
(Not for investment purposes)
$Novo Nordisk AS(NVO.US) $内地消费(000942.SH) $Eli Lilly(LLY.US)
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