How was the stock market analysis for June 7, 2021, and the stock market forecast for June 8, 2021?

Hello everyone~ Nice to meet you again. We’re your longtime friends, Shaonian and Adai, documenting our investment journey on Zhihu. Our articles are published simultaneously on our WeChat public account. We have a dream: to grow together amid A-share’s current slow bull market—and eventually establish a genuine private equity studio under the T·J Investment brand. Today’s trading activity: exited Dahan; added to Helin at over RMB 82 per share. In hindsight, this wasn’t an ideal entry point—but no matter. We remain confident Helin will hit new highs this month. The capital that entered Jingjia was absorbed by intraday volatility—no issue. Like Helin, Jingjia has also attracted major institutional funds and exhibits high ownership concentration. Jingjia Co., Ltd.: We won’t sell a single share of Jingjia until its market cap reaches RMB 20 billion. Regulatory policies on e-cigarettes are exclusively favorable—not adverse—for Jingjia. As a manufacturer of smoking devices, Jingjia’s traditional cigarette packaging business provides stable cash flow, while its color-printed packaging for novel tobacco products offers growth optionality. Its dual-track strategy—covering both vaporization and heated tobacco products (HTP)—positions it strongly. Institutional fund participation is evident. At its current price, Jingjia trades at a valuation typical of traditional cigarette packaging firms—so isn’t it clearly undervalued? Helin Micro-Nano: Market cap of RMB 6.3 billion.

Linde’s Q3 2025 earnings report as of December 4, 2025

[First Get Locked In, Then Research] Series Initial coverage of $LIN. A Nasdaq-100 constituent and the largest-weighted stock in the XLB index—industry leader in industrial gases. Key points from earnings report, presentation materials, and earnings call: • Consumer demand (Linde classifies the electronics sector as part of the consumer market) remains resilient, primarily driven by semiconductor manufacturing—especially advanced process nodes. • Industrial demand remains cyclically weak; Chemicals & Energy (C&E) segment saw sequential decline. • Current order backlog stands at $10 billion. • Anticipates continued expansion of U.S. steel and metals industries due to tariff impacts. • Demand for industrial gases from commercial spaceflight is growing at double-digit rates. • Most potential projects currently originate from the Americas and Asia. We’re entirely unfamiliar with the chemical industry; however, the earnings call transcript proves far more engaging than the 10-Q filing. At a share price of approximately $410, Linde’s P/E ratio stands at 25—reasonable for an industry leader delivering +3% revenue growth and +6% EPS growth.

Linde PLC Shares Purchased by Assenagon Asset Management S.A.

15 hours ago

Assenagon Asset Management increased its holdings in Linde PLC by 67.5% in the third quarter, acquiring 133,430 shares. The industrial gas provider also declared a $1.60 quarterly dividend while analysts maintain buy ratings.

MarketBeat

2026-07-22

ABN Amro Investment Solutions Invests $96.73 Million in Linde PLC $LIN

2026-08-08

Assenagon Asset Management Grows Stock Position in Linde PLC

2026-10-09

Avidian Wealth Enterprises LLC Acquires 3,441 Shares of Linde PLC

2026-10-13

Montrusco Bolton Investments Inc. Acquires 244,948 Shares of Linde PLC

2026-10-15

Linde PLC Shares Newly Acquired by Triangle Securities Wealth Management