Chapter 198 [Foreign investment is crazy to buy and buy (39/73)]
The next day, the stock price of Tiansheng Holdings opened higher by +1.5%, which made many stock investors' eyes light up. After opening so much higher, it seems that after more than a month of adjustment, it will start to flood towards the 10,000 yuan mark again.
…
Tiansheng Capital's first quarter report was very impressive, once again exceeding market expectations. The market generally did not expect that Tiansheng Capital's asset prices actually rose by 76.6 billion yuan in the first quarter alone.
You know, if it were cashed out directly, Tiansheng Capital's first quarter net income statement would not be more than 600 million, but would be more than 70 billion in net profit.
The answer seen by the market is that Lu Ming believed that the value would increase in the future, so he did not cash in the profits.
But after the market opened, Tiansheng Holdings immediately dived. It didn’t even make a symbolic upward move in the early trading, and it immediately fell after the market opened. It performed so well in the first quarter report, and it seemed that the reaction to the stock price was of no use.
…
Tiansheng Capital opened high and moved low that day, and closed down -0.89%. The unexpected quarterly report had no response to the stock price at all, which left the majority of investors speechless, especially those in the brokerage sector or investors in brokerage ETFs.
Although they cannot afford to buy shares of Tiansheng Holdings, the current brokerage sector basically looks at Tiansheng Holdings.
What I have to say is that Tiansheng Holdings is now the real core ballast of the brokerage sector. At least investors who buy securities ETFs do not suffer losses. The individual stocks of brokerage firms as a whole maintain a downward trend, and the sector does not fall much.
Securities ETF investors didn't make money but they didn't lose money either.
In Big A, as long as investors do not lose money, they will lead more than 70% of the market.
Tiansheng Holdings maintains its rising trend. As long as other stocks in the brokerage sector exert a little effort, the sector can rise.
There are a lot of retail investors in the securities sector, because everyone likes to buy securities companies, and they like the bull market. When the bull market starts, securities companies go first. Now they are trapped tightly, and they don't want to cut off the flesh and carry it to death. The main funds have no desire to pull up.
There is basically no big market trend in the brokerage sector now, and it is used to adjust the market. If the market falls too sharply, the brokerage sector will be pulled in to protect the index. Once the index stabilizes, just continue to do what you want.
The emergence of Tiansheng Holdings allows the main funds to protect the market to save more money, because there is no need to raise a large number of securities companies' stocks that are locked in the market. Directly raising Tiansheng Holdings can drive the securities sector, which can be said to be a huge move.
Now other stocks within the brokerage sector have formed a seesaw effect with Tiansheng Holdings. If brokerage stocks fall, then Tiansheng Holdings will rise, easily protecting the index. If the brokerage sector moves together, the main funds will be hit.
Pantiansheng Holdings also easily pulled everyone into the water, it is simply a magical tool.
But then again, although the artifact is good, the main funds will not be used easily. It is the biggest use if you can not use it, because there are also concerns in it.
That’s capital going north, that’s foreign investment.
Foreign investors don’t know where they made the mistake. On the first anniversary of the backdoor listing of Tiansheng Holdings, foreign investors have been buying wildly in the secondary market for almost a year. It seems like there are unlimited bullets. The average net purchase per trading day is 120 million yuan, and the cumulative market value of positions
It has exceeded 50 billion yuan. In the past year, it has purchased 2.256 million shares of Tiansheng Holdings in the secondary market, accounting for 2.82% of the total share capital.
It is true that as long as they dare to sell, foreign investors dare to take over, that is, buy, buy, buy.
Foreign investors still do T and other things in other stocks, buying and selling at intervals, but for Tiansheng Holdings, they almost only buy and don't sell much.
It seems very optimistic about the future of Tiansheng Holdings.
Because of this, the main force of the Guo Jia team is relatively cautious in its operations on Tiansheng Holdings. This posture of foreign capital is problematic no matter how you look at it.
However, investors don’t care about this. Yesterday, Tiansheng Holdings released its first quarter report with better-than-expected performance. As a result, today it was still crotchless, and they directly scolded you. It doesn’t matter whether you are the first brother or not, or how good you are. It’s all because of the consequences of making labor and management lose money.
It’s not wrong to scold.
…
Priceou Lao Yang’s WeChat group, around 13:46 noon, Priceou Lao Yang sent a message.
Lao Yang: "The ones sold near 9,900 yuan can now be placed and taken back under 9,300 yuan. I have taken them all back and added 5 additional lots. Currently, I hold a total of 45 lots, with a market value of about 42 million, and a seven-level position.
, unlevered funds.”
Group member: "9300 pending order, transaction completed."
Group member: "Just do it!"
Group member: "Teacher Yang, are the adjustments over?"
Lao Yang: "Tiansheng's stock price has reached a new low today. It has basically swallowed up all the gains last month. However, it hit the position of 9279 and went sideways for nearly two hours, and this position happened to be in February.
The bottom of the cabinet is 9260, which is well-organized, which is also in line with my expectations, indicating that there is strong support.”
Lao Yang: "It will drop by about 50 yuan at most, but I won't wait any longer and just do it. You can never buy it at the ideal price. When it's almost there, just do it. And judging from the trend of the past year, Tiansheng Holdings' monthly
Line level adjustment basically means that the box will break through after consolidating for about a month. The longer the adjustment time, the higher the height of the breakthrough."
Group member: "Just do it and it's done!"
Group member: "Brothers, don't forget to have dinner together!"
…
At the end of the month, in a large private room of a hotel in a certain city in China, 26 people sat at a large dining table for 30 people. It was an offline dinner gathering held by Mr. Yang of Price Investment and 25 stock friends he had brought with him for a long time.
They all met online. Lao Yang is a long-term value investor. He has been coaching these 25 people for almost two years. The main purpose of coaching them is not to make money, but that investing is really a lonely and lonely job.
It's a tough thing, especially doing price investing.
So with these 25 people, Lao Yang does not plan to expand the membership, so he will only bring 25 people. If the membership is reduced, he will not bring new people.
However, it is not selfless to lead them. Lao Yang also collects a commission from each of their profits, which is also a considerable amount of wealth. It can be regarded as a mini version of private equity.
Before joining, these 25 people were worth at least one million yuan and were in the middle class. They could invest several million, and some of them were worth tens of millions.
In reality, they are basically successful people, small bosses and the like. After making money and having more than a few million in surplus, they always want to do something to preserve value. There is a kind of person who has few investment channels, so he has money.
Just buy a house without thinking and win all the way.
And some people who made a fortune chose to enter the stock market, and in the end they all lost money. The market cut off this kind of small bosses. Those who have a certain net worth are considered successful people in reality, but they can't escape it in the capital market.
The life of leeks.
However, these 25 people met Lao Yang, a price investor, during the bull market in 2015. They were among the few middle-class people who were not wiped out in the stock market crash. Although Lao Yang did not lead them to accurately escape from the top of 5178, he also led them in
Withdrawing at 4700 points, although there was a profit retracement, there was still a huge profit.
You must know that the stock market crash of the year before last year wiped out 21 trillion yuan, and how many investors were wiped out. When you compare it, it will immediately make a difference.
Over the past two years, everyone has become friends. This is already the third time we have had an offline dinner party. Some people have flown here from cities thousands of kilometers away to have a dinner party.
At the large private dining table for the dinner, Lao Yang was obviously in the C position. Everyone still respected and recognized Lao Yang very much. Since they are all adults, there was no need to say anything else.
Even the old man who raised the cost to 8,000 has now followed Lao Yang and raised the cost to 6,200. After more than a year, Brother 8,000's investment mentality has matured a lot.
Now everyone calls him Brother 8000, and this old man has accepted this nickname.
"Lao Yang, how did you discover Tiansheng Holdings and decide to vote for Tiansheng Holdings in the future core price? I'm just curious." The person who spoke was clearly Brother 8000, and after speaking, he pinched a
Eat vegetables.
Everyone also looked at Lao Yang curiously, who said: "Lu Ming was in the news for creating the myth of 10,000 times income in three months. I happened to see it, so I followed him with interest, and kept following and observing.
It’s really a pity that I missed Tiansheng Enchantress. The rate of return was too magical. I continued to follow up and observe, and even the delivery orders he posted online in the early days were compared with the corresponding historical transactions of the corresponding targets.”
Lao Yang paused for a moment and said in a deep voice: "After half a year of follow-up research, I realized that there was an incredible top operator in the domestic capital market, especially the dispute over Antiy's equity and the fact that many large institutions were betting on Lu Ming.
When it was reported that Tiansheng Capital was going to go public through a backdoor merger, the thought in my mind was...I must buy the shares of this company no matter what, and not buying the shares of this company would be the biggest failure of my investment career!"
…
(Ps: There is only one day left, please vote for me~)
