Chapter 635 [Completion of Anshi Group's transaction]
In the current market environment, Lu Ming has no real plan to reduce his holdings in Zhongguo Ping An. The current share price of this stock is 71.54 yuan, with a total market value of 1.3 trillion yuan. If Tiansheng Capital issues a reduction announcement at this time, what impact will it have on the market?
It is definitely huge and a major negative.
Nowadays, Lu Ming's influence is huge and he can take off any ticket he orders. The market premium dividend brought by this kind of pricing power is indeed very satisfying.
But correspondingly, if one vote is reduced, the price will plummet, which can be regarded as a negative price for gaining huge influence.
I don't think much of Brother Yi and ran away. Isn't that a waste of time?
Zhongguo Ping An is still maintaining a bullish trend of rising prices. Lu Ming doesn't want to come up with bad news to drive down the stock price. Anyway, when the shareholding reduction announcement is issued, the stock price will definitely fall sharply. Then
Simply wait for the stock to rise a few points before issuing a shareholding reduction announcement. This can also reduce the stock price pullback caused by bad news.
At present, the average cost of holding Zhongguo Ping An by Tiansheng Capital is 23.35 yuan per share. According to today's closing price of this stock, the accumulated floating profit has reached +206% so far, which is twice the profit.
Not surprisingly, if Zhongguo Ping An rose to more than 90 yuan this year, it would not be a big problem. Tiansheng Capital's holding rate of return can be close to three times the floating profit. After the announcement, it fell sharply, and it can guarantee a 200% return on investment.
They all make a lot of money, and it’s not a big deal to achieve twice the return on investment.
Once the holding is reduced to less than 5%, the subsequent positions can be withdrawn at any time, and there is no need to make an announcement. You can still come in to make volatility gains after this ticket, after all, it is a large-cap stock.
Just as Lu Ming was discussing the future trends of the insurance industry with Han Qiulin, his phone rang. He took it out and glanced at the caller ID on the screen. It was his future brother-in-law calling.
As soon as the call was connected, An Jinhong said: "Brother Ming, the 87.3 billion transaction between An's Group and Huijing has been completed since last year. The dust has finally settled. I guess it won't be long before you can see it."
The information has been disclosed publicly.”
When Lu Ming heard the news, he sentenced Huijing to death in his heart on the spot. He quickly put away this thought and replied calmly with a smile: "It's good news. In a few years, An's Group will only need to use
Half of the more than 80 billion can be used to buy Huijing."
That is about 40 billion. Of course, buying Huijing does not mean that it is fully owned, but that it has reached the level of holding a controlling stake and has control over the company.
As long as you take control, it is basically the same as buying it. What happens then will not be the final decision of its founder Wei Jianping.
An Jinhong sighed: "I hope so. I have been struggling with this matter since last year. It is estimated that the company's stock price will plummet after the resumption of trading."
This matter was facilitated, and it is not an exaggeration to say that Lu Ming's suggestion accounted for an absolute proportion. Now the deal is done, the transaction is completed, and from today on, An's Group has basically completely withdrawn itself from the real estate industry.
Of course, Anshi Group is a diversified entity giant group, and the divested real estate business is also a targeted withdrawal. It is not that it is not involved in the real estate industry at all. The third and fourth tier cities have already flashed, but the first tier cities include Ningzhou City New Financial Street
This area and that area are still in business.
Nowadays, the New Financial Street in Ningzhou City is the most expensive area in the city. It is still on par with first-tier cities. It is a real place where every inch of land is precious.
Ningzhou City is one of the few cities that still maintains a large-scale continuous net inflow of population. As long as the momentum of population inflow does not decrease, Ningzhou City’s real estate industry can be prosperous, especially in core areas, where speculation is booming.
There is still no shortage of people.
You know, the current Ningzhou City is not just the headquarters of Tiansheng Capital, the largest non-bank financial giant in the country, has been established in this city, nor is it just the prosperity of the financial industry.
Nowadays, high-end manufacturing represented by Tianchi Technology is also on the rise, and new super factories are still being expanded. The rise of Tianchi Technology has created a huge employment gap and further stimulated the net inflow of population.
Not to mention there are traditional and established giant groups like Anshi Group.
After a while, Lu Ming asked: "When will Anshi Group resume trading?"
An Jinhong said bluntly: "Wednesday, March 27th. Brother Ming, what are your plans?"
Lu Ming did not hide his plan, and immediately smiled and said: "Of course, I will buy the bottom and increase my holdings when trading resumes, and re-include Tiansheng 50 Index constituent stocks in the second quarter."
The two parties chatted for a while and then ended the communication. Lu Ming made a guess and concluded that trading would resume on March 27, which is ten trading days later.
An's shares were removed from the Tiansheng 50 Index constituent stocks by Lu Ming long ago last year. The selected constituent stocks are not static and will be adjusted according to the actual situation. Generally speaking, the adjustment is half a year.
once.
Lu Ming is about to remove Zhongguo Ping An from it, and also needs to include a new stock to keep the number of 50 constituent stocks of the Tiansheng Index unchanged.
Obviously, Anshi shares can come forward to fill the gap at this time, and Zhongguo Ping An is basically on the verge of reaching the top in the second quarter, and the timing is just right.
…
As soon as Han Qiulin left, Lu Ming was the only one left in the office, and the matter of Zhong Guo Ping An and An's shares was put aside for the time being.
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umbrella
"The voting results should be over by now."
Lu Ming looked at the time and immediately opened his personal social account to see the data results.
As of now, the number of comments on this dynamic posted three days ago has soared to 700,000, the number of likes has surged to 2 million, and it has been forwarded more than 100 million times, 113 million times to be exact.
The most important data is undoubtedly the number of people who participated in the voting. The total number of votes cast reached 33.96 million, of which a total of 23.2 million votes were cast in favor, with an absolute majority of more than 68%.
Now that the voting has ended, the winners are celebrating in the message area, including the message areas of Tiansheng Value Growth Hybrid Fund under major fund platforms.
"I won, and everyone expected me to do so. I'm just waiting for Brother No. 1 to come out and say something!"
"From being completely behind at the beginning to now fighting back, this is the power of the masses!"
"Thank you to all the veterans who came to support, haha!"
"Sit back and wait to get on the bus!"
"I killed all the other chickens I raised the day before yesterday. I have freed up cash. I'm just waiting to get on the bus!"
“Still holding cash and waiting to get on the bus!”
…
Now that the voting results have come out, many people feel that this sudden negative impact has been realized, and the market has already fallen today, and the negative risks have been released in advance. Many people feel that there should be no risk in the market tomorrow.
But an hour later, another piece of major news that was not conducive to the market came out.
Regulators once again ordered securities firms to investigate capital allocation risks, regulate external access, and proposed that sales departments and employees should not facilitate over-the-counter capital allocation.
There is certainly nothing wrong with cracking down on over-the-counter capital allocation, but from a market perspective, this also cracks down on the liquidity of over-the-counter funds.
As expected, Big A will continue to fall at the opening tomorrow.
After this news came out, many fund managers under Tiansheng Fund were very impressed by Bo SS. No wonder he said that it was not appropriate to pull up today. It turned out that he could still go down and get cheaper chips.
