The Road to Rebirth Finance

Chapter 440 Value Investing?Band is king!

The sentence "Wow", made Liu Tingting speechless in an instant: "Boss, you are too shameless, after all, you are also a rich man with a net worth of tens of billions."

"Haha, as long as you can make money, don't care about him, work hard, and choose a batch of stocks for me."

"How do you know that you will be able to make money? It's just a small change today."

"If you can earn it, don't worry, I'll go first." Gu Junhao said confidently.

I don’t know about other things, but Junzheng can definitely make money. This stock fell by the limit yesterday, but it rose by nearly 5% today. Gu Junhao is not sure whether it has bottomed out in the short term.

But now that the price of Junzheng is around 23 yuan, it is definitely easy to make money. In my impression, this stock seems to have risen to around 200 yuan.

Just because he doesn't like technology stocks doesn't mean that Gu Junhao doesn't know anything about technology stocks.

If it is a personal transaction, Gu Junhao will definitely not enter the market for a long time after the liquidation of the market like 2018, and will wait until the bottom position is confirmed.

But you can’t take a short position in Junshi Investment. No matter how small the position is, there will be a position with a market value of several billion. It is impossible to let him continue to fall. This is an irresponsible behavior.

You have to find some stocks that can rise to make up for it, but then again, the stock prices of these technology stocks are really cheap now.

If it hadn't been for catching up with the sudden madness of the big commander on the other side, according to the current white horse stock market, the popularity of super brands would not know when it would rise.

Head, how many stocks there are in the popular industry, and which are the leading stocks, can be regarded as clear at a glance.

Now that the scale of Junshi Capital does not require Gu Junhao to choose stocks deliberately, the professional research team will send the required information to Gu Junhao.

Such a decision seems random, similar to retail investors buying a certain stock on a whim, but in fact it is relatively rigorous.

However, according to Gu Junhao's casual words, Liu Tingting will have to work overtime tonight.

Select a group of technology stocks that you think are more suitable from the research data, and start building positions tomorrow. This kind of workload is still relatively large.
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On February 2, the Shanghai and Shenzhen stock markets continued to open lower. As the focus of the early 8-50 market split: the Shanghai Stock Exchange 300 Index and the Shanghai-Shenzhen [-] Index continued to decline after the official start of trading.

With the breakout of Industrial and Commercial Bank of China, the sub-new stocks and new banks have also joined the ranks of the decline today. Since January 1, value investing has repeatedly called out investors.

This has to be said to be a kind of irony. To be honest, Gu Junhao supports value investment. If you buy some stocks with good performance and stable industries, their safety and profit expectations must be much better than those junk stocks.

But in the environment of A-shares, when an excellent sector or stock is targeted, big or small, major institutions can't wait to eat up all the gains in the next ten years at once.

The stock price rose desperately, skyrocketing tenfold within a year, such growth stocks abound, and then reduced their holdings, shipped and ran away, leaving the mess to the market and retail investors.

Can't you just make a slow rise and come out?The greed of capital, killing chickens and taking eggs, and incompetence are all fully manifested in A shares.

Rubbish!

So it's not that investors don't believe in value investing, but that in a market that only knows about hype and reduction of holdings, there is no market for value investing at all.

In the big A, the real king, only the band!

Blue-chip white horse stocks continue to decline, and small and medium-sized start-up stocks led by ChiNext continued yesterday's rally today after yesterday's V-shaped reversal.

Even Leshi.com, which has continued to limit down after the resumption of trading, has opened the limit today, killing a corpse. The once king of the GEM, now the stock price has fallen to the price of 4.34 yuan at the opening price today.

The chip semiconductor and 5G sectors, which were changed yesterday afternoon, continued to rise today, and Zongheng Communication was the first to close the market, detonating the market.

"It seems that the [-]nd conversion is going to happen. The way of holding shares can be as many stocks as possible on the ChiNext, mainly pharmaceutical and technology stocks."

"Okay, no problem, our style is going to change a bit. We have been holding mostly baijiu stocks before, and the fund comment section has been guessing how much it will fall this month."

"Then everyone should work harder, try to reduce the decline as much as possible, and let the Christians have a good year." Gu Junhao said with a smile.

"Speaking of Chinese New Year, Boss, when will you give us a big holiday? The trading team of the proprietary trading team has already started HAPY."

Immediately afterwards, Liu Tingting added sourly: "Even half of the people on Junshi No. [-] have gone on vacation early."

"They basically have empty positions during the holidays, and they don't have much workload. It's different here. Besides, I don't have a holiday either."

"Hey, there is no short position in public offering funds. There is nothing to say about this rule. Isn't this equivalent to not letting people sell after making money." Liu Tingting sighed.

"The rules, we still have to abide by them, but don't worry, everyone will find a chance to take a long vacation in turn after the next year."

"Then thank you boss, long live the boss."

"Long live the boss!"

"Hee hee, that's about the same, thank you boss."

"Okay, let's build positions and trade well. I'll go out first, and the next few days will follow today's pace of building positions."

"Okay, I see." Liu Tingting nodded.

As the Chinese New Year is approaching, Gu Junhao can't stay in the trading room all the time. Now that the company is getting bigger and bigger, all kinds of entertainment from time to time take up too much of Gu Junhao's time.

For example, this afternoon, relevant departments in the district will come to inspect and offer condolences; the leader is not small, and Gu Junhao has to personally receive them.

Thinking about it now, it was the most comfortable period after Junshi No. [-]’s fundraising ended, with the four people in the trading room trading quietly with the funds in their hands, which seemed not to be a small amount at the time.

"Are you old? Why do you suddenly miss the past? Isn't this something that middle-aged people do?" Thinking of these suddenly, Ji Gu Junhao couldn't help but swell.

If you count the two lives, I am indeed a proper middle-aged man, and I have some nostalgia for the past, which makes sense.

Once you leave the trading room, you can't go in again. Gu Junhao looked at the cubicles full of employees. Judging from their expressions, there are not a few people who are fishing.

Having been the boss for several years, Gu Junhao is no longer that rookie who has no management experience in the company. You can tell at a glance whether the employees are serious about their work.

But it's nothing. Today is the 23rd of the twelfth lunar month, and it will be a new year in one week. It's normal for ordinary employees to not work at this moment.

When a company is profitable, everything can be covered up. When a company starts to check attendance and manage how long employees spend in the bathroom during work hours, there is no need for this company to stay any longer.

Walking quickly to his office, employees passing by would greet Gu Junhao from time to time, and Gu Junhao nodded in response one by one.

"This year's Chinese New Year holiday can be a few days earlier, you can discuss it with the administrative department." After returning to the office, Gu Junhao said to Li Xinyu.

"Ah? Okay." Li Xinyu responded after being stunned for a few seconds.

The boss feels a little abnormal these days, always thinking about spending money and giving benefits to employees, and the car has also been replaced by a domineering Cullinan from the previous Mercedes-Benz, which is very flamboyant.

In addition, several luxury models were added, which are basically used by senior executives.

But thanks to the boss Saobao, Li Xinyu now has the right to use the previous Mercedes-Benz, which Li Xinyu is quite satisfied with.

In addition, I donated a lot of materials to some surrounding schools, the community police station, donated hundreds of the latest computers and other equipment to my alma mater, and donated a lot of money to the orphanage , all in the name of the company.

Now I plan to let the company's employees take a few days off in advance, and I don't know what I am thinking.

"Probably because of the birth of a son?" Li Xinyu thought in frustration.

However, today’s holiday a few days earlier is justified. The investment in the primary market has basically been suspended by the end of the year, and in the secondary market, only Junshi’s investment position is relatively heavy.

Generally speaking, during the few days before the Chinese New Year, the company's workload is not very large.

"By the way, Boss, before we made a rumor that we wanted to buy an office building, many developers have called us, and there are areas outside Beicang District."

"Oh? That's right, let me have a look. Those outside of Beicang District will not be considered for the time being. There is no need to move the company out."

"Okay, I'll go get the materials, and I've already arranged the inspection in the afternoon."

"Okay, I got it, I came out of the trading room for this purpose, and you can tell the administration department in a while, let everyone cheer up, put on a show, and stop fishing in the afternoon."

"I see."

Just kidding, I have been operating locally for several years, and I have basically established a network of contacts. I don’t count as local snakes, but at least there are not many unscrupulous people here to cause trouble for myself.

Moreover, the inspection and condolences in the afternoon have a certain relationship with this release to buy a house. A company with tens of billions of cash flow is preparing to buy a house in the local area. This is undoubtedly a very good signal, and it is impossible in the district. Said none.

In the past two years, Junshi Capital has invested in many local entities, such as the listing of Xushen, the large-scale increase of Topu, and large and small enterprises such as Xingyuan Technology.

All of these have played a certain role in promoting the development of the company and the local area. As the first company Gu Junhao invested in, Park Lane Auto Parts has plans to open a branch factory in Beicang District.

Although the combination of finance and entities has always existed, there are not many people who can really do it with heart. The model of Junshi Capital is undoubtedly an exploration of the financial and entity model.

If it can be successful, it will undoubtedly bring a good supplement to the economic environment of Beicang District, and let the manufacturing industry regain its brilliance to a certain extent.

(End of this chapter)