Chapter 370 [It's time for the company to enter the big A to work]
Chapter 370 [It’s time for the company to step in and let Big A do the work]
Today's market plummeted. In addition to the plummeting US stocks in the external market, the main factor was the news in the village.
During the weekend, relevant parties in the village stated that the main board IPO review was not suspended.
As early as May 13, that is, last Thursday, there were rumors that the management would suspend the main board IPO due to market pressure and the frequent emergence of new shares.
However, during the weekends, the relevant person in charge of the village came out to refute the rumors and clarify the news, saying that there was no such thing.
To put it bluntly, the issuance of new shares continues as usual!
What originally rebounded last week was due to rumors that the IPO was to be put on hold to allow the market to take a breather. However, the news coming out now will not slow down, and the reissued shares still have to be issued.
have to!
The market is not beeping either. When the market opened today, it kicked off its legs and died for you.
In terms of individual stocks, Dasheng shares, the target of the backdoor listing of Weibo's subsidiary, were also hit by the market today. The closing price was 30.74 yuan, returning to the 30 yuan price range again, with a market value of 16.2 billion.
However, this did not hinder the reorganization process of Weibo subsidiaries.
Hearing this, Tian Jiayi couldn't help but nodded, and Yan Zhan couldn't help but smile and said: "It's true what you said. Fang Yuhong, a small and medium-cap shareholder I bought with you, more than doubled in the first half of the year. The Desai I bought some time ago
The battery is now at 50 points. Small and medium-cap stocks have indeed risen rapidly in the first half of the year, and Oriental Yuhong has plummeted recently. Fortunately, you let me sell."
Only when the company's real-time situation is well understood, the people below would not dare to hide it. Otherwise, the boss who is just a hand-off can stand in front of you and be ignored by the people below without even knowing it.
Maoti has fallen to the price of 125 yuan, and Wanda A has fallen from the high of 14.97 yuan. Today it has dropped another 5.34 percentage points. The stock price has reached the price of 6.92 yuan, which has long been cut in half.
…
Fang Hong acts as a hands-on shopkeeper in front of him, but this has a prerequisite, that is, he must know the company thoroughly. Based on this premise, he can be a qualified hands-on shopkeeper, who can do everything but know everything.
Hearing this, Tian Jiayi nodded: "Well, I'll be there right away."
This is definitely not a joke, not to mention there are many other institutions for OTC liquidity. Star Capital is not the only smart money in the market, there are many capable people.
Tian Jiayi looked at him thoughtfully and said: "In other words, the current economic environment is still complex, coupled with the impact of the European debt crisis, the market is facing a series of uncertain factors. Judging from past experience, in this period
At this stage, the market does prefer industries with relatively less uncertainty, such as agriculture, medicine, military industry and other industries."
After all, the hard work of such a large institution with hundreds of billions of real money cannot be ignored, and the boost to the confidence of the market bulls cannot be ignored.
After a while, Tian Jiayi couldn't help but wonder: "Is there a catalyst for the military industry sector in the second half of this year similar to that in the first half of last year?"
Fang Hong turned his head and glanced at the beautiful assistant, stretched out his waist, and said slowly: "It's time for the company to enter the A-share market to work."
Fang Hong nodded.
After all, Tian Jiayi is also a member of Fang Hong, and her professionalism is getting stronger and stronger. Moreover, she also knows that in the first half of last year, there was a crazy rise in the military industry sector. The cumulative increase in military industry stocks represented by Yi Zhongbing Optoelectronics was huge.
.
Fang Hong spent 80% of the time skipping classes, but what surprised the beautiful assistant was that he didn't fail the class.
The amount of funds allocated to a single sector accounts for 20% of the company's total liquidity. It is the largest allocation of funds to a single sector. It is not an exaggeration to say that it is heavily invested in military stocks.
Therefore, 30 billion has basically reached the limit that this sector can currently carry, and no more can be added.
In the afternoon, stay in the villa quietly.
Tian Jiayi thought about it and said: "30 trading days, that is, we must complete the layout before the end of the first half of the year."
Tian Jiayi came back from get off work. When she entered the villa and entered the living room, she met the housekeeper Yu Qiu. She stopped Tian Jiayi and said, "Brother Hong asked me to tell you that I will go to the study to find him when I get back."
Fang Hong continued: "Secondly, the market's preferences are not stable enough. In the past few months, the cumulative increase of small and medium-cap stocks has been very large. Coupled with the launch of stock index futures and other factors, the market style needs to be transformed, and the market is uncertain.
A lot, making investors prefer opportunities with greater certainty, which undoubtedly provides sufficient conditions for the rise of the military industry sector."
Fang Hong leaned back on his chair and said with a smile: "The expected goal is to inject 150 billion yuan of liquidity into the secondary market to hold stocks in about 30 trading days, with core assets as the main focus, with an average inflow of 5 billion yuan of liquidity every trading day.
.”
Just as the materials had been edited, Fang Hong glanced at the printer and immediately added: "Go get some A4 paper."
As for college classes...
While sorting out the printed documents, Tian Jiayi also took a look at the contents above. These materials are the stocks of various major sectors that Star Capital has entered the market, mainly core assets.
Fang Hong nodded and smiled: "Smart, the current situation is similar to that in early 2009. First of all, the future is more uncertain, and there are big differences in macroeconomic control. For example, is the economy overheating or the recovery is still not solid?
?Is real estate regulation the direction of regulation? How will the inflation phenomenon evolve?"
When hundreds of billions of over-the-counter liquidity funds enter the secondary market, it can really easily push up the index, at least in the short term, it can push up a strong rebound.
That is next month.
And this has almost reached the limit of positions in the military industry sector. Because the military industry sector has a market value of hundreds of billions, excluding some unfavorable stocks in the sector, that’s all that’s left. However, a single stock cannot hold more than 5% of the total share capital.
Mark the line, otherwise it will be difficult to exit.
"This time the proportion of the military industry sector has actually reached 30 billion?" Tian Jiayi's beautiful eyes flashed with surprise, and he couldn't help but turned his head to look at Fang Hong and asked curiously: "Are you so optimistic about the market of the military industry in the second half of the year?"
Fang Hong said methodically: "The current capital volume of Qunxing Capital is no longer the same order of magnitude as it was a year ago. We can only start from the left side of the transaction. Otherwise, we will wait until the market bottoms out before taking action. Entering the right side of the transaction will be like giving up to the market."
Are there people carrying the sedan chair? What’s more, many asset targets are about to bottom out, and core assets have reached very good buying points.”
Fang Hong nodded and said: "Although the economic recovery trend is good, the management's continuous macro-control actions will still have an impact on the market's bullish sentiment. In this situation where there are many uncertain factors in the market, certainty
Stronger military industry sectors tend to be easily recognized by the market. Moreover, the military industry sector does not lack catalysts, such as industry integration, emerging strategic industry support targets, etc."
Tian Jiayi turned around and went to a cabinet on the other side, took out a stack of blank A4 paper and put it in the printer. Fang Hong immediately printed the document, and the content was printed page by page. Tian Jiayi took an empty folder to organize the material content, and at the same time
Looking at Fang Hong, he said curiously: "The current market index has only reached 2550 points. Aren't you bearish on the short position at around 2300 points? Are you entering the market now?"
The two chatted briefly. Tian Jiayi did not go back to his bedroom when he got upstairs. Instead, he went directly to the study. The door was open. When he entered the room, he saw Fang Hong sitting in front of the computer on his desk, editing materials.
The main catalyst event is asset injection and reorganization, high distribution, armament informatization, and digitalization.
She also found that Fang Hong was very focused at work. Although he was strategizing behind the scenes, he still spent several hours every day understanding the company's situation. Tian Jiayi also reported to him on the company's affairs every day when he came back.
In addition, the collective rise in military industry stocks is also supported by some backgrounds, such as the 60th National Day military parade, aircraft carrier planning, etc.
"How much capital do you plan to deploy this time?" The beautiful assistant stood next to the printer, sorting out the printed documents one by one. Fang Hong said: "One thousand billion, and then the price will be pledged for a total of 1,500.
It’s almost 100 million, it’s too much and the market can’t bear it.”
With the arrival of July, this time point happens to be stuck in the pre-disclosure stage of the semi-annual report.
It started to enter the market in mid-to-late May, and the second quarter report has been issued long ago. After the completion of the layout, Qunxing Capital completed the entry of funds at the end of the first half of the year, and immediately entered the second half of the year.
When major listed companies disclose the latest shareholder change data, investors from all walks of life in the market will see that Qunxing Capital has taken large positions, which will definitely give a huge boost to market confidence.
"That's right, we can't treat this guy with common sense..." Tian Jiayi muttered a few words in his heart, put away his thoughts, and immediately walked towards Fang Hong, came to his side and said, "Yu Qiu said you were looking for me, why?"
The smart money who accurately bought the bottom at more than 1,600 points and escaped from the top at more than 3,400 points is back in a big way!
This shows that the market has stabilized.
At present, several major institutions that are responsible for market value management of the company are also working hard and are actively promoting the inclusion of Dasheng shares in the Shanghai and Shenzhen 300 Index and the Shenzhen Stock Exchange 100 Index when they adjust their samples in the second half of the year.
constituent stocks.
This also shows to a certain extent that the market style is switching.
Oriental Yuhong began to plummet after hitting the daily limit on April 26, with a daily drop of 4.5 percentage points, followed by three consecutive lower limits. Today's market plummeted, and the stock fell by more than 8 percentage points.
, the current cumulative decline has exceeded 40 points.
The beautiful assistant admires him more and more. He always makes the right decisions and makes the most money. No wonder he doesn't treat money as money when he spends money. This guy's money comes too fast.
