Top 10 Influencers in 2025Although Dongpeng's ROE has reached 40-50% in recent years, the period is still short. Giving it a 30x PE and still thinking it's cheap... I really can't bring myself to buy it... Or maybe my perspective is too narrow...🥲
$Coca Cola(KO.US) is currently the number one holding in my US stock portfolio, with very stable returns. At the same time, I've also been looking at similar companies in China over the past 1-2 months. From a growth and financial perspective, I've identified the following two companies: $EASTROC(09980.HK)$NONGFU SPRING(09633.HK). Dongpeng's current Hong Kong stock price is not high, and I'm preparing to slowly build a position in batches. Consumer stocks are unlikely to surge, so I need to be prepared to hold for the long term.
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