The Road to Rebirth Finance

Chapter 412 Hong Kong stock layout
Since the Hang Seng Index peaked in April last year, it has fallen all the way due to the poor investment environment of A shares and international stock markets.

However, unlike the long-term stability of A shares around 3000 points since the stock market crash, the Hang Seng Index rebounded very strongly after each round of decline bottomed out.

Since bottoming out in February this year, the Hang Seng Index has rebounded by nearly 20%.

However, Gu Junhao knows that this is just the beginning. From February this year to 2, the big bear market stage experienced by A shares happened to be the stage of a big bull market for the Hang Seng Index.

In two years, the Hang Seng Index has nearly doubled, making countless leeks who have endured suffering in the A-share market during this period of time envious.

Not only the self-operated market, but Gu Junhao is also planning to allocate some Hong Kong stocks to Junshi Investment to hedge against the adjustment of A shares in the past two years and stabilize the curvature of its net worth.

Monday, May 7.

After the Shanghai Composite Index adjusted for five consecutive negative days, the stock index fell to 3012.82 points last Friday, which is another round of 3000 point defense.

Before nine o'clock in the morning, Gu Junhao came to the No. [-] trading room. The traders were preparing for the market and did not notice Gu Junhao's arrival.

However, the sharp-eyed Xu Jianqing saw it. He was also in the trading room today. Usually, if there was no plan to go out on Monday, Xu Jianqing and Wang Ruoyu would arrange a week's operation plan in the trading room.

"Boss, why are you here?"

Gu Junhao has not appeared in this trading room during the official trading hours since the resumption of trading at Junshi Investment. Xu Jianqing was a little surprised by his arrival today.

"I came to look for you." Gu Junhao said with a smile.

At this time, Wang Ruoyu and other traders also found Gu Junhao, and greeted them one after another, and Gu Junhao responded one by one.

"Looking for me? So the boss is going to direct the transaction here today!" Xu Jianqing said happily.

To be honest, he really couldn't arouse much interest in the primary market financing negotiations that Gu Junhao arranged for him to participate in before.

Compared with business wrangling, Xu Jianqing prefers pure transactions, which is one of the reasons why he was so happy when he heard that Gu Junhao came to him.

Needless to say, the boss must have a plan to build a warehouse again, and it is relatively formal, otherwise the boss might just call himself into the office to talk about it.

"Go inside and talk." Gu Junhao walked towards Xu Jianqing and Wang Ruoyu's office area.

"That's great." Xu Jianqing shook her shoulders in joy, leaving Wang Ruoyu who rushed over to say hello speechless for a while.

As soon as he entered the office area, Xu Jianqing took him to the door, and immediately asked Gu Junhao impatiently, "What's your order, boss?"

"Why are you in such a hurry?" Gu Junhao also said a little speechlessly.

"Of course I'm in a hurry. Longji doesn't have any big trading opportunities, and the rice stocks have been divided by those traders again. I don't have anything to play with recently."

At this time, Wang Ruoyu also said with a smile: "That's right, a few days ago he even robbed our team of the opportunity to trade Wanke, and the performance commission goes to the robbed trader, just let him trade."

After hearing what Wang Ruoyu said, Gu Junhao also shook his head: "Didn't I ask you to negotiate with the group's primary market? You should meet Li Xinyu and Director Shen more often."

"I've been there twice, it's too boring, I'm talking about tens of millions of yuan, and sometimes I have to drink, it's not cool enough."

"It's really mud that can't support the wall, okay, if you don't like to go, you don't like to go, just so you don't have time to care about it later." Gu Junhao shook his head helplessly.

In fact, Gu Junhao wanted to focus on cultivating Xu Jianqing. The first reason was that Xu Jianqing had absolute trust and loyalty to Gu Junhao, and the other was that Xu Jianqing had a more pleasing personality.

The original plan was to let Xu Jianqing gradually get in touch with both the secondary market and the primary market, so that by 2022, he might be able to retire early.

Now it seems that Xu Jianqing has no interest in the investment method of the primary market at all, and even has some resistance.

Forget it, everyone has his shortcomings, and it is impossible to be omnipotent. Perhaps Xu Jianqing is naturally suitable to appear in the trading room.

"No time to take care of this? Is it the big project of 6 million US dollars? Is the boss going to hand this over to me?" Xu Jianqing immediately guessed something.

Recently, the company had an LP come to their door, and their background was not small. This was no secret among some people in the company, and Xu Jianqing also knew it.

In Xu Jianqing's mind, the boss should be in charge of this big project himself.

Now the three traders who followed Gu Junhao at first, except for Liu Tingting, are all in charge of a project independently.

However, during the one-month period when Gu Junhao went to the primary market, Junshi’s operations were normal, which meant that he was on the right track. At this time, it was just right for the boss to spare time to manage the 6 million dollars in funds.

Unexpectedly, the boss would hand it over to himself!
"Well, I plan to ask you to be in charge of warehouse building management. If there are not enough manpower, you can either apply to Director Shen for recruitment, or transfer from within. You can decide on this point."

"Okay, no problem, is it still rice stocks?"

"Not only rice stocks, but also Hong Kong stocks. Let's look at Hong Kong stocks first. You should build positions in these two stocks first."

Gu Junhao called up the stock interface while talking, and the first thing he called up was Twist Holdings. This stock, excluding dividends and the like, peaked around 2021, and its stock price once exceeded 700 Hong Kong dollars.

It was also at that time that there was a wave of enthusiasm for Hong Kong stocks in China. Even investors who knew nothing about Hong Kong stocks were discussing the trend of Hong Kong stocks.

At the same time, there were also countless Hong Kong-oriented funds listed, and fund managers took money from Christians to receive (receive) capital (markets) in Hong Kong stocks.

And 2021 is also the last time for Internet companies to shine, and after that, it will be everyone's fight.

Gu Junhao doesn't have a good impression of Internet companies, but the past few years have indeed been the peak period of Internet companies, and investing in Hong Kong stocks cannot bypass these Internet companies, especially Internet companies led by Twist Holdings.

In addition to traditional industries such as finance, real estate, energy and large consumption, Hong Kong stocks are mainly dominated by technology and biopharmaceutical sectors.

Investing in Hong Kong stocks, the technology sector and bio-manufacturing are naturally the most promising.

As for some other traditional industries, you can also find flat alternatives in A shares, and the growth rate is quite good, so there is no need to invest in Hong Kong stocks.

In the biopharmaceutical sector, WuXi, which Gu Junhao is looking at, has not yet been listed. Gu Junhao is not very familiar with other stocks, so he will not consider them for the time being.

The stock price of Twist Holdings is now in the range of 180 Hong Kong dollars to 190 Hong Kong dollars. Since it bottomed out in February this year, it has increased by more than 2%.

Unlike A-shares that fall when they rise too much, Hong Kong stocks and technology stocks in rice stocks, as long as the expectations are always there, there is no need to be afraid. Every pullback is a buying point.

Calculated at 200 Hong Kong dollars, there is at least 3 times the room for growth, and the plate is large enough to accommodate a sufficient amount of funds.

"Build this stock first, and at a cost of 180 Hong Kong dollars, buy me 2 million dollars before the end of the year." Gu Junhao pointed to Twist Holdings and said to Xu Jianqing.

Calculated according to the current exchange rate, 2 million U.S. dollars is about 15.5 billion Hong Kong dollars, or about 13 billion yuan, which can be easily accommodated according to the size of Twist Holdings.

And there will be more than 5 months until the end of the year to build a warehouse, which is enough time for Xu Jianqing to deal with it easily.

"Great, boss; no problem, leave it to me." Xu Jianqing rubbed her hands together and said excitedly.

"Don't worry, there are still 4 million US dollars, enough for you to keep busy, and the time to open positions in other stocks is also until the end of the year."

Subsequently, Gu Junhao called out another Hong Kong stock: Shunyu Optical Technology.

Xu Jianqing looked at this stock at a loss. He knew a little about the buying logic of Twist Holdings, but this was the first time he had heard of this stock.

Although this optical electronics company located in Yangming City, Yongcheng City is not well-known, it is an invisible champion and one of the leaders in the field of electronic optics.

Instant Optics was established in 1984 and listed on the Hong Kong stock market in 2007. It is the first batch of mainland optical companies listed on the Hong Kong stock market.

Since 2010, this company has attached great importance to research and development, and has increased its investment in research and development year by year. At the same time, the number of patents in hand is also increasing.

Among the competitors in Taiwan, Taiwan and Taiwan, the R&D investment of Instant Optics ranks second.

Its products cover industries such as mobile phones, automobiles, security, microscopic food, robots, AR/VR, industrial inspection, and medical inspection.

It has also accumulated a large number of well-known brand corporate customers around the world, such as Sansang in the field of optics, Sony and so on.

The field of optoelectronics includes some well-known high-tech companies of Midi, and Zeiss, Olympus and other well-known companies are also his customer groups.

It can be said that from the IT era to the mobile Internet era, Instant Optics has firmly grasped the pulse of the times, and is a well-deserved leader in market segments.

Gu Junhao is naturally familiar with such a local company.

At the opening of the market today, Shunyu Optics opened at 31 Hong Kong dollars. After a slight increase to 31.7 Hong Kong dollars, it fluctuated downwards. The total share capital is not small, but the trading volume is not as active as that of Twist Holdings.

"This stock, you also bought 1 million U.S. dollars, so let's calculate it at a cost of 32 Hong Kong dollars, how about it." Gu Junhao said to Xu Jianqing with a smile.

"The trading volume of this stock is a bit small. It may take more than half a year to buy [-] billion Hong Kong dollars as a bargaining chip, but it doesn't matter. I can definitely do it."

Xu Jianqing couldn't help scratching his head as he looked at the turnover of Shunyu Optics.

"His trading volume is small, and it doesn't always happen that the trading volume is small. When the market comes, the trading volume will naturally increase. Don't worry about this, just build a position with your heart."

Later, Gu Junhao added: "There is still 3 million US dollars, you can just disperse them among the stocks in our Migu stock pool, and you can figure out the specific arrangements."

The technology stocks in Migu are not just a stock of Nvidia, but also such as Google, Amazon, etc., 3 million US dollars are scattered among these stocks, so the problem will not be too big.

At that time, if it really rises to too much volume, it should be almost the same if some of the profits are run away in advance.

(End of this chapter)