Chapter 253 [Send a Weibo to let stockholders blow up the pot every day]
Chapter 253 [Post a Weibo post to let investors get upset every day]
The next day, Friday, July 31st.
Following Wednesday's explosive sales and yesterday's shrinking rebound, today's A-share market opened, and the two markets jumped sharply and opened higher. The Shanghai Composite Index opened higher at 3354.68 +1.00%. Such a trend made people who wanted to cut their flesh at the end of Wednesday beat their chests.
In the first hour after the opening of the two markets, the market fluctuated and retreated. Around 10 o'clock, the market retreated to the 10-day average price line and covered the regulatory gap below. Then it began to fluctuate and rise all the way, trying to reverse the negative line on Wednesday the day before yesterday.
Many investors were unconvinced and felt unwilling to be washed out, so they came in again today.
…
Trading room on the second floor of Jingxinju Villa.
At this moment, Fang Hong was orderly directing the girls to carry out buying and selling transactions, while processing yesterday's tickets, running those that should be run, and continuing to hold those that should not be sold.
Today he still intervened to write a new bid. Now he is rotating with half a position, and no longer works hard with a full position.
At the same time, Fei Liang, the trader of Xinhong Securities' proprietary trading next door, saw that the target that the big boss had intervened in had no movement at this moment, and immediately said to the traders under him: "Zhongguo Ocean, Zhonghai Container Line, Zhongguo Shipping, Zhongyuan Shipping
, Zhongji Group all started buying!”
The boss was ‘mining’ yesterday and today he is ‘renting a ship’ to export. This company is back to the shipping sector with tickets prefixed with Chinese.
After a while, Fei Liang refreshed Fang Hong's backend data and saw some new tickets, and said decisively: "Mark Baotou Steel Co., Ltd., Jinan Iron and Steel Co., Ltd., Anyang Iron and Steel Co., Ltd., Antai Group, and Yanti Chemical."
After a while, Fei Liang refreshed the backend data and continued to mark several targets of the big brother. He found that the big brother had been trading half positions in the past two days, and he also reduced his position by half in proportion.
It can be said that Fei Liang is almost following Fang Hong's ticket in a mirror image, and he is just lying there without thinking.
As of today's close, the Shanghai Composite Index surged +2.72% to 3412.06 points, regaining the 3400-point mark; the Shenzhen Component Index surged +3.00% to 13670.72 points. The combined trading volume of the two cities was 334.6 billion, shrinking and rising again.
Account position data after closing:
Target holdings: 15 stocks
Profit and loss for the day: +56.3 million yuan
Profit and loss ratio: +2.61%
Cumulative income: 1.51125 billion yuan
Total return: +215.89%
Total assets: NT$2.21125 billion
At today's close, Fang Hong's account held only 4.5 levels of positions overnight. After the weekend, he will cash out these 4.5 levels of positions at the opening of next Monday and take a short rest. He has been working hard at Big A for most of the year and it is really time to take a rest.
…
At around 17:35 in the afternoon, Tian Jiayi returned from get off work and reported to Fang Hong the company's clearing situation in the A-share market.
"All the targets that need to be cleared will be cleared today. This time, Company A estimates that the market has cashed out 122.5 billion yuan. The company's current cash reserve is about 131.8 billion yuan." In the study on the second floor, Tian Jiayi was reporting this to Fang Hong.
thing.
"Give this material to Hua Yu." Fang Hong handed the folder he placed on the desk to Tian Jiayi, and added: "Just follow the requirements in the material and perform the corresponding operations."
This material is the target of A-share listed companies that Fang Hong has re-screened in the past few days. The market will fall rapidly for a month in the next month, when Qunxing Capital will once again enter the market to hunt for the bottom.
It not only solves the potential troubles that were exploited by some institutions, but also forced me to make a fortune.
For the second entry into the market, the company itself paid 70 billion, and then pledged these 700 holdings to buy out about 30 billion, which is about 100 billion to go long in the A-share market.
At present, the size of Big A is not suitable for investing too much funds. Of the 100 billion funds entering the market this time, most of the stocks are not intended to be held for a long time. Except for a few core assets that can ride through bulls and bears, the rest will be in the market.
All will be withdrawn around December this year.
Therefore, you cannot increase leverage randomly to avoid spitting out the meat you eat. If you are trapped, you will have to cut off the meat, or you will have to wait until the big bull market in 2015 to get out of the trap.
Even some core assets that can ride through bulls and bears have to be determined by the situation. For example, if the stock price of Mao Ti is cut in half due to the "three public consumption" problems in the future, risks must be avoided.
With the 100 billion yuan of funds entering the market, Fang Hong's expectation is to achieve a return rate of +30 to +35% by the end of the year, which is a profit scale of 30 billion to 35 billion yuan.
Tian Jiayi took the document handed over by Fang Hong and looked at it and said: "One more thing, Mr. Hua gave me a greeting today. The 10 billion yuan that Huayang Group has exchanged for you plans to directly swap debt for equity.
, change the equity held by Qunxing Capital.”
This 10 billion fund was exchanged by Fang Hong with Huayang Group last year with his beneficial rights for the next thirty years. At that time, Fang Hong also told Hua Yu that if Huayang Group did not plan to take this money within this year,
If we go back, we can swap debt for equity.
It is financed into Qunxing Capital at a valuation of 350 billion yuan. In this way, the 10 billion yuan will belong to the assets owned by Qunxing Capital, and Huayang Group will obtain 2.85% of the equity of Qunxing Capital.
Of course, Huayang Group does not directly hold the equity of Qunxing Capital, but it is reflected in the limited partnership "Shenxing" that controls Qunxing Capital.
Investors who want to invest in Qunxing Capital do not directly hold shares in Qunxing Capital, but invest in the company "Samsing" as a resource party, and "Samsing" only holds shares in Qunxing Capital, so they have calculated the consideration and invested in "Parsing".
"Star" means to invest in Qunxing Capital.
Huayang Group had previously invested RMB 1 billion in Qunxing and obtained 5% of the equity. This time it decided to convert the RMB 10 billion into debt-for-equity. After dilution and conversion, Huayang Group is equivalent to holding 7.7% of the equity of Qunxing Capital.
.
The 1% equity held by Hua Yu will be diluted to 0.97%. As an executive of Qunxing Capital, his equity is placed in the company "Zhenxing", and "Zhenxing" is also
The logic of holding shares in Qunxing Capital is the same as that of "Shenxing", except that the "Zhenxing" are all internal senior executives of Qunxing Capital.
Once the debt is converted into equity, the pledge agreement for the beneficial rights for the next thirty years signed by Fang Hong and Huayang Group will also be terminated.
At the end, Fang Hong said simply and neatly: "No problem, just follow the process."
Tian Jiayi nodded: "Okay."
The current Huayang Group really no longer doubts Fang Hong's valuation of Qunxing Capital. Now its net assets alone have exceeded more than 200 billion, and it only took one year to expand to such a terrifying size.
quantity.
It’s incredible to think about.
But both Hua Yu and his father Hua Yongming know this is true, because they all know and have witnessed how Star Capital has grown in the past year.
So it’s even more shocking!
After Tian Jiayi finished her report, she left the room. She returned to her room and changed her work clothes into body-shaping fitness clothes. Her perfect body curves were outlined. After the change, the beautiful assistant went to the fitness room to exercise.
At this moment, Fang Hong was still in the study. He turned on his computer and logged in to the K3478 Weibo account that had not been online for two months.
I took a look at the number of followers and found that it has now reached more than 12 million, making him the largest financial investment blogger in China.
Fang Hong immediately updated the new news, uploaded a screenshot of the prepared account income, and edited the text at the same time.
Posting on Weibo this time is a false promise. It is based on the judgment that the village hopes that the market will cool down. At the same time, it is also a way to persuade its fans not to send it. As for how many people will listen, let's leave it to fate.
At this moment, Fang Hong estimated that once this Weibo update is released, especially after the market declines, the number of fans will probably surge, reaching 15 million, which is not too much.
After thinking for a while, Fang Hong immediately tapped the keyboard and started editing the text:
[July officially ends today. The total account assets on July 31st are locked at 2.21125 billion. From the transfer of institutional accounts at the end of May to now, it has been a +215% return rate in two months, with an absolute profit of 15
More than 100 million.]
[I entered the A-share market around July last year. Exactly one year has passed. I started to invest nearly 60,000 yuan in the market and now have more than 2.2 billion yuan. The return on investment this year is +3284037%, which is 3.28
It looks ten thousand times better, but I’m quite satisfied, haha...]
[Let’s talk about the market situation, how will the A-share market outlook go? I personally judge that the market will usher in an adjustment period in August. I personally hold a bearish view on the overall market in August. The reasons for being bearish are the following six factors. 】
[Factor 1: The market lacks hot spots and new catalysts;]
[Factor 2: The month-on-month growth situation of industrial added value is broken;]
[Factor 3: Release of profit-taking selling pressure, too many profit-taking orders in the early stage, even close to doubling profits;]
[Factor 4: New loans have decreased, the credit scale in July may be far less than that in June, and the market is facing financing and refinancing pressure;]
[Factor 5: The issuance of new shares is accelerating. The GEM Issuance Review Committee has been established and is expected to be launched soon. From the perspective of expansion, it will disperse market capital’s speculation on individual stocks. The GEM will absorb a lot of liquidity from the main board.
past;】
[Factor 6: Fund positions that are too high may encounter redemptions. The positions of many funds have reached more than 90%. I personally think that the current hot market has caused the previously trapped Christian investors to reach their return line. It is estimated that there will be many
When Christian investors saw their funds return their capital and began to redeem them, fund managers had to sell stocks in the stock market to cope with the redemption pressure from Christian investors.]
[Generally speaking, I am mainly bearish on the market in August, and my strategy is to take a short break and play with a small amount of up to 100 million to maintain attention and tracking of the market. 】
