Chapter 269 [Paid transfer, 750 billion fund hedging plan]
Thursday, October 26th.
Today, the Shanghai Stock Index once again reached a new high, standing firmly at the 3,400-point mark for the first time. The core asset blue-chip stocks continued to have a carnival. Investors who embraced blue-chip stocks finally tasted the sweetness, and everyone continued to join forces to buy big-ass stocks.
The securities sector's decline in the past two months has narrowed to less than -7%, and it has rebounded recently.
But the problem is that the vast majority of securities companies’ stocks have fallen like dogs. For example, the cumulative decline of Entropy Securities has been -25%. The reason why the securities sector cannot continue to fall is because Tiansheng Holdings is on the rise. Other securities companies’ stocks continue to fall, but Tiansheng Holdings has continued to fall.
If it rises, the securities index cannot fall.
Because the weight of Tiansheng Holdings in the securities sector is too large, it is really large. The current total market value of the entire securities sector is 3.45 trillion yuan.
The 940 billion Tiansheng Holdings accounts for 27%, more than a quarter, and has a huge impact on the entire sector.
…
This afternoon, seven or eight CEOs including Lin Qiang from Chaoyun Trust and Wang Yue from Wanxiang Group came to a high-end bathing center in Ningzhou City.
At this moment, Lin Qiang and Wang Yue met in the changing room of the bathhouse, and they also chatted for a few words.
"Tiansheng Capital seems to be making big moves this time."
"I've made appointments with a lot of people."
The two of them changed into a big scarf and chatted as they headed towards the big bath. The place here was very empty, and there were already five or six grown men taking a bath in the bath.
They are all big bosses, including Lu Ming of course.
Meeting in a place like a bathhouse to discuss matters may seem unseemly, but it just means that we are discussing something very important.
In fact, it is not difficult to understand that in the large empty bathhouse, the content of the conversation is limited to the bathhouse. The bosses are all naked and talking in the bathtub, which eliminates the possibility of having eavesdropping equipment on them, thereby ensuring that the conversation
The content will not be retained, and it is relatively safer to talk about big things in a place like this.
This is why scenes in movies and TV series where big bosses talk about big things are usually in places like bathhouses. There is actually a reason for this.
When bosses like Lin Qiang learned that Lu Ming was meeting them at such a place, they immediately realized that this interview was of great importance. There was no need to say it explicitly. As soon as the bosses learned about the meeting place, they already knew it.
Countless.
So even if you have other important matters, you have to put them down and come over to meet me quickly.
At this moment, Lu Ming exchanged a few words with everyone and then got to the point seamlessly: "...The pool is too hot and it is best to cool it down to a comfortable level. Taking a sauna will actually shorten your life."
Everyone laughed.
Lu Ming continued: "...the accelerated rise of heavyweight blue-chip stocks during this period is overheated. If they are allowed to continue to rise like this, it will not meet the management's requirements for the 'healthy development' of the capital market. The rapid rise is far away from the
The peak is not far away.”
Everyone looked at each other, and Lin Qiang couldn't help but say: "Brother Lu, do you mean to leave the field to avoid risks?"
Wang Yue said in a deep voice: "It's hard to get out. The total market value of Tiansheng Capital's positions in the domestic capital market is more than one trillion. How can we get out of this? Moreover, Brother Lu's influence is getting stronger day by day."
Everyone couldn't help but nodded silently. It was indeed difficult to run away. Tiansheng Capital is currently so big that it cannot be hidden. The slightest move will be interpreted by the market in various ways.
Everything has two sides. The advantage of having a great influence is that there are people following you, so there are a lot of people to carry the sedan chair. The disadvantage is that once you run away, you will be completely ruined, and you will disperse in a rush and rush to run away.
What's more, if you want to sell the heavyweight blue chip stocks you hold, you have to issue a reduction announcement in advance. It is too difficult to ship and distribute chips, and other funds in the market are not stupid.
Lu Ming said firmly: "It must be concluded that the Federal Reserve will definitely raise interest rates for the third time before the end of this year, which will drive the global U.S. dollar to return to the North American market with wealth. Since the opening of foreign capital into the A-share market in 2015, to this day
Foreign capital has purchased a total of 226.7 billion yuan in the A-share market, almost all of which are blue-chip weights. These core assets are now rising to new highs, and the overall profit margin of foreign capital is becoming more and more generous."
Lu Ming paused for a moment and added: "Once the Federal Reserve announces the third interest rate hike, foreign investors who have made huge profits will definitely reap a lot of profits and flee. How can foreign investors harvest a lot of profits and run away? It can't be done even if it's rotten in the pot.
The scale has been harvested and flowed out, so we must act first before foreign capital wields the harvesting sickle, and we must trap most of their funds."
Lu Ming judged that the Federal Reserve would raise interest rates for the third time. Even if he did not explain the reasons, the bosses present were willing to believe it because he was indeed a bit bullish. Everyone had not forgotten that Tiansheng Capital LP already had Wall Street institutions.
The people soaking in this bathhouse are all in the same interest alliance, and Tiansheng Capital's shipment is to realize profits by shipping their assets.
At this time, another boss said: "The key to the problem is...how to get it out? If it comes out too little, it won't be enough to fill the gap between the teeth, and if it comes out too much, it will be difficult to get it out."
Lu Ming said with a smile: "Come and take over!"
As soon as these words came out, everyone was stunned. Lin Qiang came back to his senses and said with a smile: "Brother Lu, are you kidding me? How can we take over? We can't take over even if we want to. What if we take over and stand guard?
It’s so much fun to be trapped to death.”
Everyone nodded in agreement, and murmured wildly in their hearts: I dare you to have such a bad idea. I thought that calling everyone here would be a good thing to share, but I didn't expect that it was a risk-shifting game. Let us take over the hot potato. We are so young.
I just like to play in the vagina...
Lu Ming's smile remained the same, and he said calmly: "Everyone, if you don't accept it, then your profits will be cut off by foreign capital. To be honest, I have contacted the social security fund and the pension fund in the past few days.
We have contacted each other and reached an agreement, so just be at ease."
Lin Qiang, Wang Yue and others were stunned for a moment again, and then their eyes lit up. The social security fund and pension fund were all negotiated, which would be different. This is another story.
The thoughts in my heart suddenly started to change.
But neither of them spoke.
Lu Ming continued: "Undertaken in the form of paid transfer, it is actually a liquidation and reduction of holdings. In this way, Tiansheng Capital does not need to issue a reduction announcement to tell the market to run away. You can also use the same method to reduce the corresponding asset targets.
If you undertake the undertaking, it does not exceed 5%, and you do not need to issue a shareholding reduction announcement when you ship. There will not be a big problem in maintaining capital. If the operation is better, you may still be able to make a lot of profits."
A CEO present asked: "Having said that, it is right to think about the good side, but we must also prepare for the bad side. Even if we sell in the secondary market after taking over, the overall market can withstand such a large selling pressure."
Do you want to stay? This is not a selling pressure of tens of billions, but an astronomical figure of tens of billions!"
Everyone nodded and looked at Lu Ming. The latter smiled slightly, looked around at everyone and said calmly and confidently:
"Don't worry, everything has been laid out, and the general trend has been achieved. The news of paid transfers will inevitably cause market concerns and adjustments, but it will eventually promote the third round of rapid acceleration, in which Tiansheng Holdings will play a role
As core and key players, you will evacuate during this period of accelerating market conditions."
"The paid transfer will be transferred to you to undertake the realization of hundreds of billions of profits, and Tiansheng Capital will share 20% of the excess performance, driving the surge in net assets, which will be directly reflected in the 2017 fiscal year report. At that time, the share price of Tiansheng Holdings was
If you can't suppress it, you can't suppress it."
Tiansheng Holdings's desire to rise has been suppressed since its backdoor listing until now. The harder it is suppressed, the more aggressive it will be.
As the absolute ballast of the brokerage sector, when Tiansheng Holdings continues to rise crazily, the brokerage sector can now be fully activated even if it pulls its hips. And if the brokerage sector is really activated, it means that the entire market will be activated.
.
Everything is arranged clearly.
The bosses present suddenly realized that it is no wonder that the stocks of other securities companies except Tiansheng Holdings have been falling continuously recently. The stock price has continued to decline. The sector has been rotating and turning, but the securities companies have not moved. It is a continuous decline. The reason has finally been found.
.
Everyone was silent for a moment, and after a while Lin Qiang said: "Brother Lu, what you mean is that through Tiansheng Holdings' sudden rise, and even continuous daily limit, it will ignite and boost the third acceleration of the market of heavyweight blue-chip stocks, and in the process, it will cover the funds received.
Evacuate?”
Lu Ming smiled and nodded: "Yes, the brokerage sector has been falling since it peaked at the end of August. It has almost released the risks. If it falls for another month or so, there will be room for Tiansheng Holdings' crazy rise.
The entire market will not go crazy and get out of control. When your funds are almost all taken over, I, Tiansheng Capital, will issue a negative news on reducing holdings, and at the same time, I will lend Tiansheng Holdings’ securities lending quota, which does not exceed 2% of the total equity.
Let the market short Tiansheng Holdings."
Another big boss at the scene exclaimed: "Good boy, reduce your holdings and add securities lending to release the double bad news. With your sword at your fingertips, hot money, large and small, retail investors, foreign capital and even other institutions will not be able to escape."
Everyone seemed to have thought of the scene where people were wailing all over the place.
In this bathhouse, a consensus was reached after more than an hour of conversation.
