Chapter 188 [How did the organization start to boast that it is beautiful? (Guaranteed 2/2)]
March 1st.
Big A has been above 3200 points for almost half a month, but the previous high of 3301 points is obviously under pressure, and I don't even want to touch it. It has also been sideways above 3200 points for some time.
This morning, Lu Ming came to the company to work. He had a lot of free time today. He was enjoying his morning tea in the office while looking at the information on the capital market and looking at the market.
Simple days are quite boring.
Yesterday, all the 32 billion yuan of subscription funds were fully allocated, and today’s subscription scale is 810 million yuan. In other words, even if each citizen subscribes for a full amount of 800 yuan, Tiansheng’s value growth mix will exceed 100 yuan at the bottom yesterday.
Tens of thousands of citizens have invested in this fund, and the actual number may be far more than that.
The Fund Management Department has exact data. Currently, the number of investment accounts of Tiansheng Value Growth Mix is 2.85 million, and the per capita market value of fund holdings is 32,900 yuan. Subscriptions have just been opened in the past two days, and the number of investors has increased sharply.
The popularity of Christians is self-evident. Tiansheng Fund Company’s advertising is good on one hand, but the most fundamental reason is the amazing return on investment. This advertisement is outstanding and truly explains the prosperity of the world.
It’s all for profit.
We can get a glimpse of the popularity of the comment area of Tiansheng Value Growth Mix on the consignment platform Zhifu Bao. There are people commenting and leaving messages 24 hours a day. During the time when the net worth is updated at night, the number is 99+ when refreshed every one or two minutes.
The latest comments are comparable to an independent communication forum.
Its popularity is so high that some netizens joked that Mr. Ma’s dream of social networking has been dampened by so many social software, and in the end it is not as popular as the traffic brought by a fund.
Tiansheng Enchantress is definitely responsible for traffic on the Zhifu Bao fund platform. Many people have opened Zhifu Bao several times more frequently since buying this fund.
Some netizens joked and suggested that Zhifu Bao talk to Tiansheng and obtain the exclusive agency rights for Tiansheng Fund Company’s public fund agency sales platform.
Not to mention, the Zhifu Bao team has actually noticed the rising popularity of Tiansheng Enchantress for a long time, and actually came to Tiansheng Fund to discuss the exclusive agency sales. The condition given is that the agency sales platform eliminates the need for middlemen to earn the difference.
, also promised to provide Tiansheng Fund with more exposure opportunities on the Zhifu Bao Fund platform for free.
Lu Ming ignored him directly.
The Zhifu Bao team was rejected and never mentioned this matter again, and the outside world did not know about this matter.
Are you kidding me? It's good that Lu Ming didn't blast them out.
What can't be tolerated is that the other party wants to turn a serious investment into a pan-entertainment. Zhifu Bao has made enough traffic by then, but it has brought more irrational funds and social controversy to Tiansheng Fund. Really
If something goes wrong, all the blame will be taken by Tiansheng. The basic people will only blame Tiansheng, but not Zhifu Bao.
This would have been easier to say two years ago, but now, does Tiansheng Capital lack the traffic and visibility? Or does it lack money?
Other funds work hard to sell sales and attract investors, but Tiansheng Capital is now working hard to prevent investors from rushing into the market and causing a siphon effect.
Wind, horse and cow are irrelevant.
…
At this moment, Lu Ming, who was staying in the office, was paying attention to capital market information, and there were a few pieces of information that caught his special attention.
One is overseas funds. Beishang funds have maintained net buying for 27 consecutive trading days. Regardless of the ups and downs of the market, foreign investors are buying and selling frantically, but the overall trend of net buying is maintained.
Occasionally I also make a T or something.
Northbound funds are buying high-quality white horse blue chip stocks in large quantities, and they are buying almost according to the "Tiansheng 150" investment portfolio.
This seems to be a signal to the market that both Lu Ming and foreign investors are very optimistic about these companies, and foreign investors are willing to buy them even if they are carrying the sedan chair for Lu Ming.
It has to be said that Lu Ming is also impressed by the rhythmic ability of foreign capital to take advantage of the trend. This is the affirmation of foreign capital from a "rhythm master". Such a signal is undoubtedly for other domestic institutions to invest.
Shareholders are releasing huge temptation.
Look! Who is Lu Ming? A rising superstar in the domestic investment community. The fund he manages has a return on investment of 62 times in two years. He manages 1.4 trillion in assets. Can the companies he is optimistic about or the track chosen by Tiansheng Capital be successful?
How bad is it?
Not only is Lu Ming optimistic about it, foreign investors are now aggressively increasing their positions, and they are even following the example of copying the constituent stocks of the "Tiansheng 150" portfolio.
Lu Ming and foreign investors both recognized it, how could it be any worse?
Entering March, the domestic capital market's style switch was like a girlfriend getting angry without warning. Many institutions abandoned the "high growth, small but beautiful" story they had previously promoted like worn-out shoes, and switched to
And it advocates "taking bigness as beauty and core asset".
At this moment, Lu Ming is reading a market research report from an investment research analyst under Zhongxin Securities. The content of the research report is as follows:
[If the A-share market is becoming more and more mature, it is true. More than 20 years ago, when the market talked about whether a company had value, it talked more about the "pocket" total share capital, which could be transferred at a high price, so small-cap stocks
In particular, pocket stocks are easily sought after by the market]
[Nowadays, with the pressure of economic downturn, the survival of small and medium-sized enterprises is facing a crisis and their ability to resist risks is low. In the process of transformation and upgrading, most small enterprises will be eliminated. The leading enterprises in various industries have obvious competitive advantages, and industry profits will surely decline.
Concentrate on leading companies]
[Since this year, the market style has undergone earth-shaking changes. During the decline of the market, Beishang Capital has repeatedly rushed to raise money in the falling market. Beishang Capital is a very mature fund, and its concepts and methodologies have become mature, and it is also a reverse trend.
Investors are a particularly typical group. The continuous buying of Beishang funds also proves that they are very optimistic about the A-share market. It reflects that the selling of stocks by Beishang funds in the past was only a marginal retreat, not a continuous retreat]
[The investment philosophy of foreign capital gradually affects domestic institutional investors. We call this concept "bigness is beauty" for short. When we condense this "bigness", we actually mean the leading stocks in the sector represented by leading companies in major industries. The market gives
High valuations are reasonable. Typical examples include Tiansheng Holdings, which once had a PE of more than 50 times, but it was digested within a year. Now, the PE is only 34 times. Most small and medium-sized investors still stay in investing in small and medium-sized caps that can produce short-term results quickly.
In stocks, you should quickly adapt to the switching of market styles]
[At present, the market value of the core assets of the A-share market accounts for about 12% of the entire A-share market value. This 12% core assets will affect the rise and fall of the CSI 300 Index, especially the Shanghai Composite 50 Index. Judging from this year's market situation,
The space has been opened from March to October 2017. From an optimistic point of view, the market index is expected to reach 4,000 points. From a pessimistic point of view, it is expected to reach 3,700 points. The overall prediction is the predictability of the increase. Therefore, for this year’s market,
is optimistic]
…
Lu Ming closed the electronic version of the research report of Zhongxin Securities. It is not just this one institution that is boasting about "big for beauty, core assets". There are now several institutions that are boasting. With the Shanghai Stock Exchange Index once again standing at 3200
Click above, and the big Vs and stock commentators also started to talk about it.
It seems like Big A is OK again.
Optimistically, we see the market reaching 4,000 points, and cautiously optimistically, we believe that it will not be a big problem to recover the 3,600 points where the circuit breaker crashed last year.
As the annual reports are released one after another, institutions have also begun to give the latest ratings to large market capitalization, large weight, and large blue chip stocks. The first stock to "flip" by Zhongxin Securities is Tiansheng Holdings, which was released before the market opened today.
rated.
It gave a target price rating of 15,000 yuan per share before October this year. In other words, based on the current stock price of Tiansheng Holdings, Zhongxin Securities believes that there is room for +58.36% growth in the market outlook, and the total market value in the future can reach 1.2 trillion.
yuan renminbi.
Good guy, after this rating from Zhongxin Securities came out, Tiansheng Holdings, which had just hit a new high in stock price, fell in response after the opening of the market today to show respect for Ashin.
