Chapter 196 [Rush down the company's second-quarter results (guaranteed 2/2)]
Lu Ming reminded: "Determined to leave when you get around 24 yuan, and then buy big tickets. Haitian An's Mao Wulu just choose one from the full warehouse and go in and get it for three to five years. Don't touch the small tickets. 90% of the tickets on the market
In the end, they are all rubbish with hidden dangers. Even if they are excellent at the moment, they will be gone as soon as the thunder explodes in the future.”
The only ones that can really last for more than 30 years are the 70 or 80 large stocks. Even the U.S. stocks are the same. The only ones that can last for more than 100 years are opportunities. The decline of these big stocks is an opportunity, while the decline of small stocks is
It really goes on forever.
Li Chengyao nodded solemnly again: "I understand, thank you boss."
"Remember, you have to be silent to get rich, shouting everywhere will not work." Lu Ming smiled, and after saying this, he turned around and walked towards the building.
After Li Chengyao saw his boss off for a while, he returned to the driver's seat and called "Nice" excitedly. He was extremely lucky that he was Lu Ming's employee, otherwise he really didn't know how he could recover his 50% loss.
After learning this lesson, Xiao Li also cherished the wealth code given by his boss. After getting his money back, he did as the boss said and chose one of the five tickets for Haitian An's Mao Wulu.
"I want to buy Tiansheng Holdings... but I can't afford it. It costs more than 900,000 yuan per lot..." Xiao Li thought to himself, he actually wanted to buy shares of BOSS's company.
Finally, I decided to buy Wuliangye after I sold the Chuangye Environmental Protection ticket. The stock price was less than 50 yuan per share, and I could afford more than 100 lots of Wuliangye with the 600,000 to 700,000 yuan in hand.
The words of an authoritative person like the boss are the biggest reassurance. Xiao Li plans to start buying Wuliangye in five years.
…
When Lu Ming arrived at the company, he entered the trading room. The market had not yet opened.
When Li Mingyang saw the BOSS coming, he couldn't help but smile and said: "Mr. Lu, are you doing something big today?"
When BOSS comes to the trading room now, he usually has to carry out major positions and stock exchanges. He rarely comes to the trading room. Tiansheng Value Growth Mixing is now basically managed by Li Mingyang on a day-to-day basis. There are only quarterly positions and stock exchanges.
Only Lu Ming would be present, and even then the decision would be made in a meeting, and then handed over to Li Mingyang to take control.
"No big move, just focus on hot spots and help the company improve its second quarter results." Lu Ming shook his head. There was no big move today. He just came to Big A to withdraw money and pay wages to the employees below.
Li Mingyang was speechless. BOSS said the most domineering words in the calmest tone. He indeed has the strength.
Obviously, Lu Ming is here to operate Sheng Capital's own institutional account today.
In fact, it is really easy to prepare the Q2 financial report well. You can directly cash in the profits from offshore funds and transfer them back to the country, or cash out some of the stocks held in the domestic capital market. The financial report and income statement will be as eye-catching as you want.
At present, in the overseas investment sector, Lu Ming is mainly working on the US dollar index, and he makes decisions and Qi Wei executes them.
In the past few months since the beginning of the new year, I have used 15 billion U.S. dollars of principal to leverage triple leverage of 60 billion U.S. dollars to do long and short the U.S. dollar index. At the end of last year, the U.S. index continued to depreciate from 103 U.S. dollars.
The downward relay trend is still maintained.
In early January this year, I went short on the U.S. dollar index. In early February, I closed out all the short positions and went long. In early March, I closed out all the long positions and then went short on the sidelines. At the end of March, I closed out all the short positions again and went back to long. In April,
On the 7th, I closed all my long positions again and started going short.
As a result of repeated long and short arbitrage, in just three or four months, he made a profit of 22 billion U.S. dollars through the U.S. dollar index. Although the overall U.S. dollar index fell by less than 5 percentage points, Lu Ming made a turnaround.
times excess returns.
In addition to short and long take-all, the main factor is the option trading of the U.S. Index through triple leverage.
The foreign exchange market with a daily trading volume of one to two trillion is the real super cash machine. Here are the world's top hedge funds and a series of top players competing for funds. The most important thing is that you don't have to worry about the old and American unplugging the Internet cable.
If Ming goes to the North American stock market and cuts too hard, it is not ruled out that Wall Street will pull out the Internet cable to cheat, or simply prevent your funds from leaving, lock you up, and freeze you.
The international foreign exchange market is different. The sea is absolutely vast and the fish can leap. The sky is high and the birds can fly. The United States cannot control it. This is a real fight with real swords and guns.
It is impossible to be blocked by various countries. Because of offshore funds, Lu Ming is engaged in the foreign exchange market as an international hot money. Regarding the change of vest, the speed of European and American countries investigating Tiansheng Capital's account will never catch up with the speed of Lu Ming's vest change.
speed.
It is speculation in the first place, and the emphasis is on running fast, making a profit and running away. The funds can be temporarily stationed in Hong Kong, or can be directly returned to the country. Anyway, people are in the country, so they dare to cross the border to unplug the network cable and arrest people?
…
However, it was said that the call auction stage had already entered. Lu Ming scanned the market situation for a few minutes and then decisively issued a trading order: "After the market opens, we will directly scan for Jidong Equipment, Chuangye Environmental Protection and Xianhe Environmental Protection. We will take as many orders as there are offers!"
A spicy and familiar BOSS is back.
Several traders assigned to the trading instructions have already prepared their funds and are waiting to start scanning goods as soon as 9:30 arrives. These transactions are Tiansheng Capital's own institutional account funds, not investors' funds.
No matter how much you make or lose, Tiansheng Capital will take care of it. It was originally an operation to boost performance in the second quarter and earn some money to pay employees.
Offshore overseas investments will not directly realize profits and distribute dividends to shareholders, so they will only be reflected on the company's closing balance sheet in Tiansheng Capital's Q2 financial report, but not on the net income statement.
However, the profit statement still needs to be made. It cannot be too good or too outstanding, but it must maintain stable performance growth and stable dividends.
It is necessary for Tiansheng Capital to pay dividends every year. All the Guo Jia team institutions in it gather to hold shares, including the social security fund, a luxurious lineup. In short, the investment of the social security fund will not only increase the price of the assets held, but also increase the price of the assets held by the social security fund.
It would be best if you could receive stable cash dividends every year.
In addition, dividend ex-rights and ex-dividends are also adjustments to Tiansheng Holdings' stock price. After all, Tiansheng Holdings' positioning in the market is somewhat special.
As the opening time came, traders began to place orders to buy the three stocks that Lu Ming ordered. They didn't buy much. Each ticket was about 300 million, with a maximum of 500 million. Compared with the daily trading volume of 20 to 300 million
Just right.
These three stocks have already risen sharply since April, and Lu Ming came in to catch up halfway.
The market hot spot in April is undoubtedly the "Xiongqi New District Concept" that has been ushered in not long ago. The long-awaited theme hype has also ushered in a big market, with Jidong Equipment as the leader, Zhongjun Chuangye Environmental Protection, and He in the back row.
Regarding environmental protection, the monthly increases of these three stocks have doubled.
The wealth password given to the driver Xiao Li in the morning was Chuangye Environmental Protection of Xiongqin New District Concept. This ticket can be expected to be worth about 25 yuan in the future. The current price is less than 14 yuan, and there is an expectation of more than 80% increase in profit.
It’s almost the end of April, and the market sentiment triggered by the concept of Xiongqing New District has only reached its halfway point, and the market’s sentiment on the subject has reached its peak.
Because the market is not doing well, the market's overall profit-making efficiency is very poor, but this also makes the concept of Xiongqing New District highly recognizable in the market. Everyone crowds here, which will naturally push the market out of a high-standard form.
Lu Ming also followed the market and joined forces, but the amount he released far exceeded ordinary hot money.
"... Baobian Electric bought 300 million yuan at a low price one by one, and directly fired up the market in the afternoon!" Lu Ming issued a trading order again. Today's trading strategy is very simple, which is to deal with some hot topics and do some monster stock relays. In the short term,
For performance arbitrage operations, you don’t need to make too much money. A profit of over one billion is enough.
If the Baobian Electric ticket hadn't been held up by other people's funds at the previous high, Lu Ming would have wanted to guide a wave of market sentiment out of the second wave of big market prices, but after thinking about it, he decided to forget it. The price is a bit high, and the key is that it's not easy to go yet.
, which will cause shipping troubles, and it will take at least a few months to get them all out.
The time cost is too uneconomical, and this obviously does not fit in with Lu Ming’s fast-paced speculative style.
