Good afternoon!
On March 15-16, I sold existing positions in stocks of Sberbank-AO (exit price 290 RUB), Sberbank-p (262.4 RUB), Biogen ($262), LSR (848 RUB), Weibo ($51.39). I’ve previously done reviews on Sberbank and Biogen, so later I’ll look at each company separately. As for LSR and Weibo, at one time I bought them exclusively “for change” and now, due to the presence of other promising instruments, I see no reason to freeze funds in companies with negative or slow positive profit growth.
According to changes in the accounts in Tinkof broker and Sberbankbroker, everything related to the account in IB, this morning I acquired 3 new companies:
(6958) ZHENRO SERVICES GROUP LIMITED - 1000 stocks, entry 4.66 HK$
(3662) AOYUAN HEALTHY LIFE GROUP CO - 1000 stocks, entry 4.9 HK$
(1971) REDSUN SERVICES GROUP LIMITED - 1000 stocks, entry 4.31 HK$
All positions - Hong Kong Exchange, real estate Shares are approximately 3% in the portfolio each, reviews of each will be later.
A week ago I published a review of Times Neighborhood Holdings, the other day the company released a full report for 2020, so I re-reviewed it with updated data - https://telegra.ph/Obzor-kompanii-Times-Neighborhood-Holdings-obnovlennyj-03-17
Ideas
March 17, 2021