Today is Thursday, June 2nd. Lu Ming participated in a morning meeting of the investment research department and came to the trading room before the market opened. The moment the major traders saw the wave of SS, they all knew that there would be another one today.
important action.
Referring to previous examples, as long as wave SS appears in the trading room, there is a major move.
Lu Ming entered the trading room and brought an information document, which he handed to Li Mingyang. "After the market opens, these 150 varieties on the list will be opened in the secondary market. Among them, the first 15 targets must complete 4.99% within June.
The shareholding ratio of Yili shares, the 16th target, will be completed as soon as possible."
After hearing this, Li Mingyang was stunned for a long time. After reacting, he took the list handed over by Lu Ming. Looking at the contents on it, he couldn't help but take a deep breath in shock and said, "Mr. Lu, this is going to happen."
A-shares are so popular!”
Lu Ming smiled and said: "Execute according to the target price above until all more than 100 billion are paid!"
This is not Lu Ming's brainstorming decision. Yesterday's board meeting voted to approve this plan and it will be implemented today.
Funds from Chaoyun Trust and Wanxiang Group have arrived, totaling 33.5 billion, plus the company’s own 75 billion in liquidity, exceeding 100 billion. Before mid-July, another 296.5 billion from other institutional investors
Funds will also be gradually remitted to Tiansheng Capital's account.
The secondary market can take the lead in laying out the plan, and the planning of the primary market is also progressing smoothly.
These 150 investment groups are the internal "Tiansheng 150" portfolio compiled by Lu Ming for Big A's listed products, which are 150 blue-chip constituent stocks.
That is to say, starting from today, Tiansheng Capital’s core asset targets for future investment in the domestic capital market will remain unchanged at 150 constituent stocks for a long time.
There are still many big bull stocks that have not been listed, such as Trillion Innovation, Kangtai Biotechnology, Will Shares, etc. These companies that are not yet listed now will be allocated to this investment portfolio when they are listed in the future. If a new product is added,
The principle of eliminating one from them is to remove the weak and keep the strong.
Only Lu Ming has the right to make decisions about eliminating and adding new varieties to "Tiansheng 150", and no one else in the company can make decisions.
It is worth mentioning that it is impossible for the positions of "Tiansheng 150" to remain unknown to the outside world, because when major listed companies publish financial reports, they have to apply to the China Securities Regulatory Commission for the latest data on the company's shareholders and disclose the top ten circulating shareholders, so it is not possible to keep it secret.
You definitely can't hide it.
Moreover, they will not take the initiative to conceal it. After the position is completed, they must take the initiative to disclose the position target. The real core assets do not need to be secretive. They should be announced and let everyone know. Isn’t it nice to let others carry the sedan chair?
The cost of the floor price is there.
At the current scale of Tiansheng Capital, Lu Ming would not engage in any chicken-stealing operations. Only speculative operations in monster stocks and small-cap stocks would sneak into the village, not to shoot.
This kind of core asset is a clear sign for the market. I am optimistic about it, I have a heavy position, and I will hold it for a long time!
Starting today, Tiansheng 150 has officially started to build positions. More good companies have not yet been listed. Currently, there are only 42 core assets that Lu Ming is really optimistic about. Investment in these 42 varieties accounts for 88 billion of funds, leaving 12 billion
The funds were invested in another 108 stocks. These 108 stocks were used to make up the number of "Tiansheng 150 constituent stocks", making up 150 stocks.
However, even if it is a make-up number, it is a company carefully selected by Lu Ming. The company may not be an excellent company, but from the perspective of making money, it is definitely a good company and can bring an astonishing return on investment. Many of them are in the
There are many monster stocks that will be STed in the future.
However, no matter how high the return rate is, it is difficult to reach the level of elegance. After all, miscellaneous hair is just miscellaneous hair. It cannot be a heavy position, let alone a core asset like "Haitian An's Mao Wulu" that can be held for more than ten years.
It doesn’t matter, it’s just a matter of making up the numbers. Now it can bring profits and make money. It’s a proper Xiaotiantian. If it is no longer sweet, or good companies like Trillion Innovation, Kangtai Biotech, and Ningde Times are listed, then we can eliminate them.
.
Lu Ming did not hesitate to get rid of these miscellaneous hairs.
As time passed by, 9:30 came and today officially opened, and Li Mingyang had already distributed the "Tiansheng 150" investment portfolio targets before the call auction.
The major traders on the trading floor have also received today's trading instructions. They have obtained the number of shares to buy and the target price to buy, and are waiting to execute the transaction.
The company currently has 82 traders. As Tiansheng Capital grows, it will definitely continue to expand the recruitment of traders. 150 varieties have been distributed to 50 traders, with an average of 3 targets per person.
After the market opened, traders who received the order began to place purchase orders according to the information on the list.
The number of shares, transaction price and purchase amount for the top 15 companies that meet the quasi-listing standards are as follows:
The buying target for these 15 stocks this month is to reach 4.99% of the total equity. As long as the proportion is less than 5%, there is no need to raise a sign.
As for the 16th stock, which is Yili Shares, Lu Ming requested that the secondary market listing be completed as soon as possible at the target price. The purpose was also very simple, to introduce a good thing and see what the market's reaction would be.
To achieve the buying target of the first 16 varieties, the total cost is about 58.2 billion, which is more than half of 100 billion.
Five of them cost the most, namely Maoti (17.2 billion), Magnesium Group (7.2 billion), Wuliangye (5.7 billion), Yili Shares (4.8 billion) and Hengrui Pharmaceuticals, which cost about 4.5 billion.
It is impossible to use up 100 billion yuan of funds in one day. It will take a month to accumulate funds, and it is not advisable to fire up stocks and raise the limit for you in minutes.
Maoti's current share price has also risen from 166 yuan during last year's flash crash to 265 yuan now. Unknowingly, it has risen by about 60% from the floor price, and its market value has reached 334 billion.
The stock price of 265 yuan ranks the second most expensive in Big A, second only to Tiansheng Holdings.
There is no doubt that the share price of Tiansheng Holdings is very high in Big A. The altitude of Mount Everest is 8848 meters, and the highest price on the first day of resumption of trading is 7690.88. Compared with 8848, the gap is about 1157.
Tiansheng Holdings opened today at a low of 6244.22 yuan -0.23%. Three days ago, there was a major positive news. Everyone thought it was going to hit the daily limit, but it turned out that it couldn't be done.
None of this is routine, and investors were shocked.
Since Tiansheng Holdings resumed trading on April 20, it has been on a downward trend for 30 consecutive trading days. The first day of resumption was very exciting. I thought it would be the next Anshi shares to hit the daily limit. The fierce intraday
The wide range of fluctuations was very exciting. On the second day, it hit the ground floor. On the third day, it went beyond the daily limit of one and two consecutive boards. The stock price rebounded from the lowest point of 4398.56 yuan to 6266.45 yuan.
If you copy the floor price on the first day of resumption of trading, you will have already made a profit of 42% at the daily limit on the third day.
When the daily limit fell the next day, everyone thought it was the second Zhong Petroleum. The market was full of curses, and Lu Ming was also scolded by investors.
Then the floor and the sky rose to the limit, and on the third consecutive day, the market was still full of curses, but this time it was the institutions, and the institutions were violently washing the market. It is said that one positive changes three views, not to mention that this is two consecutive positive events.
K daily limit, everyone realized that Tiansheng Holdings is not the second largest company in Zhong Petroleum.
When everyone changed their view that it was the second Zhong Petroleum on the first day of resumption of trading, it followed a downward trend for five consecutive weeks, and was simply ravaged repeatedly.
With such major good news recently exposed, everyone thought it would rise by the daily limit, but in the end it didn’t.
Clicking on the weekly K-line chart of Tiansheng Holdings, there are a total of 7 weekly K-lines, 6 of which are green. The only red weekly K-line only rose by +0.1% and closed with a cross star.
At this moment, Tiansheng Holdings opened lower in early trading and went down, causing the securities sector to collapse. At 9:52, the day fell sharply by -4.15%, and the stock price reached 5998.88 yuan. Not only did it hit a record high
It has reached a new low recently and has also fallen below the psychological level of 6,000 yuan.
Prior to this, Tiansheng Holdings had dipped several times, but each time it stopped falling and rebounded when it reached around 6,000 yuan. This happened for seven or eight consecutive trading days, which also allowed investors to recognize that this position is the core and key support.
point, it will rebound every time it reaches here.
But today, it broke!
Some small and medium-sized investors who bought millions of dollars were all trembling with anger. They were still standing guard at the position of 7690.88 without cutting their flesh and saw that the stock price had hit a new low today and they were a little unable to bear it.
The hearts of the majority of small and medium-sized investors have been shaken. Isn't Zhong Petroleum really the second largest company?
…
(Ps: Adding an update [3/5] to thank the leader of the "Guaranteed Food and Oil" alliance...continue to pay off the debt~)
