Channel
第一天投资理财研究所
Updated: 2026-10-13
Cashier signals
Ad niches in this channel
Top advertisers in this channel
- 13@zhang_peng_trading@zhang_peng_trading
- 4@chen_ge_jiaoyi@chen_ge_jiaoyi
- 4fnbt.linkfnbt.link
- 3@huiyingjiami@huiyingjiami
- 3@crypto_liufan@crypto_liufan
- 3@felixjiamihuobi@felixjiamihuobi
- 3@circlebtc12@circlebtc12
- 2@haoyuefa@haoyuefa
Activity
Recent posts
- 2026-10-06
TG刚公布的4QFY2026业绩,净利比去年同期翻了几倍,也比上个季度翻了接近一倍。怎么看怎么美的一个季度,是不是就意味着手套公司最坏时期已经过去,接下来开始就可以看到手套公司业绩会越来越好了呢?今天我们不废话,直接入正题。。 虽然这个季度全部东西都特别漂亮,净利高达1.59个亿。但是有一点需要先注意,如果仔细拆开来看,这个1.59亿绝对不能当成下一季的盈利…
- 2026-09-30
今天天哥受邀出席KIP的交割仪式,这次比较靠近,因为就在Setapak而已。当然,起因就是KIPREIT又买东西了。而且这一次不是小打小闹,是直接花了RM4.35亿,也就是历史以来该公司最高价值的一次收购。 从今天(9月30日)开始,这家商场就是Kip旗下的资产之一了,完成收购Setapak Central Mall后,正式改名为 KIPMall Setap…
- 2026-09-29
AEONCR的业绩出炉时间跟其他公司就是不太一样,不过也好方便可以慢慢看,不用急着跟其他公司一起涌。而这次的业绩,如果用一句话总结的话,天哥会说,符合预期,但是在预期的较低位置察边,为何这样说?我们先看看这个。。 点击阅读全文 https://windscopo2.blogspot.com/2026/09/5aeoncr5139-q2-2027-aeonba…
- 2026-09-27
之前政府的新产托税务制度出炉后,产托完全没有投资价值,所以天哥也取消关注了一段时间。近期大部分的产托都大跌了不少,可以感觉得到已经陆陆续续消化了新的税务,那么天哥又重新跑回来了。。 在之前,产托有个7.5%++,已经算是很不错的Yield,毕竟扣除了10%的witholding tax后,也还有大概7%,还算不错。 可是后来的个人税tax,大部分比较有钱投资…
- 2026-09-20
那天说到如果多人感兴趣,就要细聊近期跌幅比较大的这家Paradigm Reit。提起Paradigm,很多投资者第一时间想到的,可能就是KL和JB的Paradigm Mall。感觉KL的Mall So So而已,然后JB的就比较不错酱。 但要研究一家产托,不是走两下看看好不好走凭感觉来决定的,因为一家商场不代表整个产托。 但是要衡量一家产托能不能买,其实也不…
- 2026-09-16
Reit算是天哥的主要赚钱管道,所以天哥在Paradigm上市的时候,就有持续关注他了。虽然他的商场不咋样,但是中间是否有机会,天哥还是有持续关注。 上市前管理团队非常积极的做了很多推广,甚至天哥也有看到Offer的机会,不过回想起曾经IGBREIT花钱买过的经验,和另一次的KIPREIT上市后的走势,所以最后天哥.. 点击阅读全文 https://wind…
- 2026-09-13
有一个朋友这个周末私聊天哥说到。。最近的REIT跌到她有点怀疑人生,一些看似很稳的,几乎都亏着20多%了,问天哥怎么办?还有希望吗? 其实什么股都好,讲究的都是 点击阅读全文 https://windscopo2.blogspot.com/2026/09/blog-post.html
- 2026-09-03
9月3日早上9点半,是HARTA股东大会,对上一次参与他股东大会,已经是2022年的事了,当时候公司的股价从疫情时的2-30块跌到1.6左右才扫的货,后来有拉升了离场后就没再去过。直到公司去年底开始又回到1块++的价位,才重新上车,今年是时隔4年再次出席。。 以下是大会的完整记录。。 点击阅读全文 https://windscopo2.blogspot.co…
Research from the blog
All →- 2026-09-30
Crypto Ads on Telegram in 2026: Who Advertises, How Long They Last and What the Rules Say
What our archive of Telegram sponsored messages shows about crypto advertising: how big the niche is, that almost all top advertisers are Telegram accounts and bots rather than websites, how short their lifespans are, what Telegram's ad policy says about crypto, and how to research a competitor yourself.
- 2026-07-10
Backpack vs Phantom on Telegram Ads: Exchange-Wallet vs Self-Custody Leader in 2026
A head-to-head of how Backpack and Phantom advertise on Telegram — the Solana-rooted exchange-and-wallet versus the leading self-custody wallet, their creative and targeting differences, and what the Telegram Ads Spy archive reveals.
- 2026-07-10
Belgium on Telegram Ads: Europe's Strictest Gambling Regime and the Trilingual Split (2026)
How advertisers reach Belgian audiences on Telegram — one of Europe's toughest gambling and ad-restriction regimes pushing operators offshore, a Dutch/French/German language split, and EU-regulated crypto and trading.
- 2026-07-10
Ireland on Telegram Ads: The English-Language EU Bridge and Fintech-Hub Effect (2026)
How advertisers reach Irish audiences on Telegram — an English-speaking EU member inside the UK-Ireland creative pool, a fintech and tech-HQ hub, EU-regulated crypto and forex, and offshore gambling under a tightening licensing regime.
Sponsored impressions seen in this channel · EUR cabinet
Flags — the regions we asked our observer pool for while recording this ad in this channel. That is a label on our request, not a confirmed place of viewing: when no account is available in the requested country the pool silently substitutes another and does not say so. It is not the advertiser's targeting country either. We stopped requesting the region on {date}, so newer creatives carry no flags at all. The channel's main country (by its language) is highlighted in blue; regions under 5% are collapsed into +N.
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