Chapter 248 [Prospects for the layout of the GEM market opening soon]
Chapter 248 [The GEM is about to open, and the layout is looking forward]
Tian Jiayi looked at the information content on the tablet, thoughtfully, then turned to Fang Hong and asked: "Someone wants to use Qunxing's outstanding performance to force endorsement, to create large institutions to add positions and rush into the market, and attract short-term investors.
Following the trend, do we want to do something about this?”
Hearing this, Fang Hong spread his hands with a smile and said: "How to react? We will also start clearing the warehouse on Monday."
Tian Jiayi said: "What about after the clearance?"
Fang Hong shook his head and said: "No reaction is the best reaction. No matter what you say about this matter, it is wrong. You jumped out and said that the money was not for adding positions. Stock investors said that it was you who jumped out to destroy the market's bullish sentiment, and the big drop was even worse.
I blame you for beeping here. If it continues to rise, I will laugh at you for being short."
Tian Jiayi thought for a moment, and then looked at Fang Hong with doubts: "But, doesn't not reacting be equivalent to acquiescing to the news of adding positions and entering the market to go long? When the third quarter data comes out, it will be found that the positions of Qunxing Capital have disappeared. How can it be?
Wouldn’t it be more likely that the outside world would think that the news was deliberately sent by us to deceive retail investors into taking over the market?”
Fang Hong naturally understood what she wanted to express. If he didn't respond, he would be scolded even more fiercely in three quarters.
Fang Hong looked at each other and smiled and asked: "Who said our positions disappeared in the third quarter? Before the shareholder data is updated in the third quarter, can't we just buy it back?"
As soon as these words came out, the beautiful assistant couldn't help but be stunned and was speechless for a moment.
Fang Hong said to himself: "It is impossible to kill this round of sharp decline directly to the end. I estimate that after the rapid sharp decline, there will still be a technical rebound in the third quarter, and the technical level will reach a sub-high level."
When the index rebounds by about 25 percentage points, the bear market will officially begin."
Having said this, Fang Hong looked at the beautiful assistant again and added with a smile: "Not only can we solve the previous problem, but also take advantage of the fish-tail market in the third quarter, why not?"
Tian Jiayi said leisurely: "I hope the third quarter can go according to your perfect expectations."
Fang Hong said with a smile: "It's not a wish, it's a necessity."
These words gave her a feeling of absolute confidence. Tian Jiayi was a little dubious. She had only joined Star Capital not long ago, and she had never copied homework with Fang Hong like Cao Chenghui, so she was dubious.
If it were Cao Chenghui, there would definitely not be the slightest doubt.
After a while, Fang Hong picked up his mobile phone and made a call. It was to Cao Chenghui. As soon as the call was connected, a voice came: "Boss!"
Fang Hongyan immediately asked: "Do you still have the 50ETF in your hand?"
Cao Chenghui replied: "I still have it."
What’s so great about this year’s market situation is that by now, the Shanghai Stock Exchange Index has doubled, while the Shanghai Composite 50 ETF has risen from a net value price of 1.292 yuan, the bottom of more than 1,600 points in the market last year, to the latest net value price of 2.745 yuan, with a cumulative increase of +112.46%.
So far this year, even if I invest in ETF index funds, I have made a lot of money.
The market is showing a unilateral upward trend, which is a good way to make money.
Fang Hongyan said succinctly and comprehensively: "It will be cleared by pulling up at the end of the session tomorrow."
Upon hearing this, Cao Chenghui on the other end of the phone immediately responded: "Okay!"
If the boss reminds you that it's time to run away, then run decisively. Trust the boss and you won't be wrong.
The cost price of the ETF product held by Cao Chenghui is 1.355 yuan, and the current floating profit has reached +102.58%. Moreover, it was made with triple leverage funds, and the absolute profit has reached more than 7 million yuan.
Fang Hong hung up the phone, looked at Tian Jiayi and asked, "By the way, have you been following Dongfang Yuhong's target? What's the price now?"
Tian Jiayi nodded and replied: "Well, I am tracking the target. It closed down last Friday, down 2.37 percentage points, and the closing price was 25.15 yuan/share."
Hearing this, Fang Hong said with a smile: "Then wait a little longer. Don't worry. With the help of the next market peak and sharp decline, there is no problem for this stock to fall to a price below 20 yuan. By then, the price in your hand will be
I’ll buy it all for 1 million, and the target price will be around 75.”
The beautiful assistant immediately nodded again. Anyway, any profit is hers. No matter how much she loses, the boss will make up for the lost principal, and then subsidize another amount in an equal amount according to the loss of principal, which is equivalent to subsidizing 20% of the principal loss.
times.
No matter what, it's all about making money, just do whatever he says.
…
At around 5 p.m. on the weekend, another big news came out in the capital market, that is, the first batch of 108 companies recommended by 30 sponsors submitted GEM listing applications to the Supervisory Committee.
Among these 108 companies, some are transferred from the "queuing" companies on the small and medium-sized board, and some are from companies listed in the agency system. Most of the 108 companies belong to new energy, new materials, biomedicine, electronic information, environmental protection and energy conservation,
Innovative enterprises in modern services, modern manufacturing and other fields.
In terms of news, the launch of the GEM is also quite popular. Experts claim that the Eastern "mini Nasdaq" will soon land in the Big A, directly benchmarking the GEM against the Nasdaq Composite Index of the US stock market.
Anyway, it blew up.
At around 17:50 in the afternoon, Tian Jiayi went to the company and brought back a piece of material, which was related to the GEM.
As an investment management company, Qunxing Capital naturally attaches great importance to the launch of the GEM and is listed on the A-share market, and must also participate in it. Although Qunxing Capital was established about a year ago, its current size is already ranked among the top in the country.
Large investment institutions.
The cool summer clothes Tian Jiayi wore today were more everyday. She did not wear work clothes. After all, it was a weekend. At the moment, she and Fang Hong were sitting in the leisure area on the first floor of the villa.
"...According to the administrative licensing arrangement, if the time for modifying information and feedback is deducted, the upper limit for completing the review of an enterprise is about three months. Preliminary estimates show that if everything goes smoothly, the first batch of enterprises to log on to the GEM will be in 10
The listing will be officially launched at the end of the month or early November." Tian Jiayi handed over to Fang Hong the materials related to the one hundred or so companies that had applied for listing on the GEM.
"These are the three strategic investment targets. You don't need to look at the others." Fang Hong looked at the material, circled the three targets in the material with a pen, and added: "After subscribing for these three targets, continue to increase your holdings. The more they fall, the more you buy.
, both buy in the range of no less than 15% and no more than 20%.”
Tian Jiayi immediately glanced at the three listed companies he marked and couldn't help but mutter: "Yiwei Lithium Energy, AIER Ophthalmology, and CTI Testing."
Fang Hong marked these three companies as strategic investment projects, which means holding them for at least five years and increasing their holdings on a large scale. Of the 108 companies that applied for GEM listing this time, many of them were ultimately approved.
There will be more than 30 companies.
According to the original historical trajectory, there were 28 companies listed on the GEM in the first batch, among which Yiwei Lithium Energy, Aier Ophthalmology, and CTI Testing are definitely among them, especially Yiwei Lithium Energy and Aier Ophthalmology.
Both targets will be able to grow into listed companies with a market capitalization of 100 billion in ten years, and will be able to bring a return on investment of more than 50 times or even 80 times in ten years.
Tian Jiayi made a memo of his decision-making arrangements and took it to the company tomorrow.
Fang Hong's shareholding ratio in the three targets is controlled below 20%. This is based on two factors. One is that he does not seek control over the company, and the other is that not holding a ratio below 20% can reduce taxes.
The proportion of equity held in a company corresponds to different rights, responsibilities and interests. When the equity proportion of a listed company reaches 5% of the total equity, it is a major warning line for equity changes and requires a sign.
If you hold 10% of the shares, you have the right to apply for company dissolution; if you hold less than 20% of the shares, you can reduce taxes; if you hold more than 30% of the shares, it is the standard for identifying the actual controller of a listed company; if you hold 34% of the shares, you have the right to vote on major matters of the company.
Holding 51% of the shares is called relative control in the legal sense and can consolidate financial statements; holding 67% of the shares can achieve absolute control of a company.
Star Capital is an investment management company. If Fang Hong wants to invest in a company, he must either obtain more than 51% of the company's equity and gain control, or the investment will not exceed 20% of its total share capital, that is, in
Below 20%, because the tax is reduced below 20%.
Investing no more than 20% in the three listed companies of Yiwei Lithium Energy, Aier Ophthalmology and CCT Testing is a financial investment based on this logic.
