The Road to Rebirth Finance

Chapter 452 A Day of Great Harvest

On the first weekend in July, the capital market became hot again, and the topic of gossip became popular.

No one thought that in today's extremely bearish situation, Junshi Capital or Gu Junhao himself would choose a company in the whirlpool as the first company to raise its name.

Starting from the current problems caused by China-Singapore Communications, retail investors are divided into two camps in response to Junshi Capital's move.

Some people believe that according to Gu Junhao's usual general situation, China-Singapore Communications is currently at a staged bottom, and it is a position worth buying.

After all, the last time Sino-Singapore Communications with a market value of more than 600 billion was in July 2014.

The other part thought that Gu Junhao was drifting away, and used investors' money as improper money to raise a sign for a company with a big problem.

Some people believe that a mature fund manager should not buy companies with obvious problems, especially in such a sensitive environment.

The two camps are arguing in the fund comment area of ​​Sino-Singapore Communications and Junshishitou.

Now, even if Junshi Investment has not announced its position in the second quarter, the basic public already know that it must hold a large number of Sino-Singapore communications in its position.

Judging from the holdings of Junshi Investment in the first quarter, it is mainly concentrated in the three major sectors of medicine, technology and gold. Judging from the placard behavior of China-Singapore Communications this time, Junshi Capital is very likely to continue this trend in the second quarter. One position strategy.

Unlike most fund managers on the market who specialize in a certain sector, those who hold medicine almost always have a full warehouse of medicine, and those who hold liquor almost always have a full warehouse of liquor.

The style of Jun Real Price Investment is varied. When Gu Junhao took over as the fund manager, due to the overall small scale, he mainly held small and medium-sized innovative stocks.

After that, Gu Junhao held the baijiu sector for another year and a half, and for this he got the name of a soy sauce manager.

And this year, among the positions held in the first quarter, all liquor stocks were cleared and replaced by medicine and technology.

The past positions have proved Gu Junhao's judgment on the sector, and the clearance of the liquor sector is even more impressive.

The liquor sector was one of the major sectors with the worst decline at the beginning of this year, and technology and pharmaceuticals also staged a rebound in the first quarter.

Regardless of the ups and downs of the technology sector, Hengrui shares in Junshi Investment's holdings are one of the few stocks that have achieved positive growth this year.

At the end of May this year, the stock price of Hengrui shares rose to 5 yuan, but at the beginning of the year, its opening price was only 102.87 yuan.

In the unilateral downward market in the first half of the year, Hengrui's highest increase was nearly 50%, which can be regarded as a rare bright spot among white horse stocks.

At the end of May, Hengrui officially ex-rights, 5 yuan for every 10 shares, and 1.3 to 10 at the same time; one month after the ex-rights, Hengrui's stock price is still very strong.

As of the close on July 7, Hengrui closed at 6 yuan, and the increase after ex-rights still exceeded 69.98%. Even without calculating ex-rights, its stock price is also a positive return compared to this year's opening price.

Some interested investors can also judge some specific trend changes by tracking the changes in Junshitou's holdings in individual stocks.

From 2016 to 2017, when Junshi Capital did not reduce its positions in the liquor sector for two consecutive quarters, bold investors followed suit to buy liquor.

In the upward trend, you can make money by buying, but this year is different. This year, there is a unilateral downward trend, and few people can make money.

After all, there was a three-and-a-half-month delay in the announcement of Jun's real-price investment positions. It is possible that some stocks had already been liquidated by the time they were bought.

And when the position was announced for the first time this year, it caught up with the beginning of the sharp drop in April; so in a bear market, you must be very cautious when buying.

It is better to run short positions or low positions for a long time, and wait until a certain current is reached before choosing to sell.

Keeping your hands on is a pain point that most investors in A shares cannot ignore.

Over the weekend, the stock market continued to fall, and the management couldn't sit still. The vigorous bull market returned to the original point in two or three years, resulting in a sharp drop in IPO fundraising.

The inability to issue new shares must be the most troublesome thing. The regulators collectively expressed their stance over the weekend. The maintenance of stability and the performance forecast of small and medium-sized stocks are still supportive in the short term.

At the same time, low valuations are also conducive to capital inflows, and rising volatility is conducive to high-quality growth stocks. High-quality growth stocks are the main line in the medium and long term, and performance and growth will be the dominant logic.

Such a straightforward statement is short of clearly telling investors that it is currently the bottom area. Although there are no specific policy measures, it can be regarded as stabilizing the morale of the army.

With the voice of the regulators, a small-scale rebound also began on July 7.

On July 7, the Shanghai Composite Index rose by 9%, and the index returned above 2.47 points to 2800 points. Both the Shenzhen Component Index and the ChiNext Index rose by more than 2815.11%.

On the disk, pharmaceutical stocks led the rise, many pharmaceutical stocks had daily limit, and the number of IPOs decreased, resulting in the strong performance of existing sub-new stocks.

The first semi-annual reports of the two cities were released on the weekend, and the hype of the semi-annual reports has officially started.

Wind power standards will be officially implemented in October this year. Wind power stocks surged today. After the 10-year bull market, almost no one cares about power stocks.

It has fallen for more than three years. With the emergence of new concepts and the listing of a number of new power sector stocks, the power sector has regained its vitality in the following years.

However, the hype sentiment in the market is still very strong. There are only two trading days left for the delisting of the two stocks, Gene and Kunji.

Such stocks can be hyped, and in my big A, there are really all kinds of surprises.

There are only two trading days left and they will be delisted directly. Retail investors in such stocks are enough to participate in the transaction, which can be regarded as a doomsday carnival.

Tomorrow and the day after tomorrow, two down limits will be closed, and you won’t be able to escape even if you run. It’s ridiculous to want to go in and make a fortune before you come out.

In early trading today, a stock with a daily limit has awakened Gu Junhao's memories of his past. The leader of the ceramic capacitor component sector issued a price increase announcement today.

As a result, the passive components sector soared. In the early trading, it gapped and opened nearly 7% of Fenghua shares, and quickly closed the daily limit. The abnormal stock price brought the past to the front.

In the previous life, Gu Junhao didn't really want to get married, but for various reasons, he missed out on the girl he liked.

And this girl has a lot to do with this stock.

Gu Junhao adjusted the interface of his computer to this stock, and Fenghua shares, which had a strong daily limit and returned to above the [-]-day line, were firmly sealed on the daily limit board.

It took a while for Gu Junhao to come out of this trance.

"Forget it, don't buy him anymore, let him pass the past, I hope she can live well in another time and space."

In other words, there are quite a few stocks with a daily limit today, and the rebound of the major sectors is indeed not small. Although the trading volume has not yet increased, it finally made the leeks happy for a day.

The performance of Sino-Singapore Communications was average today, and it did not change its turbulent pattern because of Junshi Capital’s placards. Sino-Singapore Communications closed at 13.10 yuan throughout the day, and its stock price only rose by 0.06%.

However, the turnover rate remained at 4.85%, and the transaction volume was 21.7 billion yuan. The exchange of chips in the bottom area was still very intense.

Bullish and bearish institutions and retail investors pass each other at this position.

On the 10th, the Shanghai Composite Index shrank for three consecutive positives, out of a rare continuous rebound in the past few months. After a slight adjustment on the 11th, the index once again ushered in a retaliatory rebound on the 12th.

On Thursday, July 7, A-shares swept away yesterday’s gloom. The Shanghai Composite Index rose by 12%, and the ChiNext Index rose by 2.16%.

In the early hours of last night, news came from the other side that the other party and China-Singapore Communications had formally reached an agreement to lift the ban!
In terms of A-shares opening today, Sino-Singapore Telecom was stimulated by this major good news, and directly reported a one-word daily limit, with the stock price at 13.31 yuan.

In terms of Hong Kong stocks, Sino-Singapore Telecom opened 14.90% higher today, and finally rose 25.13%, with the stock price at 13.94 Hong Kong dollars.

In terms of Hong Kong dollars, Sino-Singapore Communications, which is held by Junshi, has made a profit of nearly 40%, and its position in A shares has also been officially released.

Since the round of sharp rise, the stock price of Sino-Singapore Communications has hit the lowest of 11.85 yuan. Sino-Singapore Communications, which lifted the ban today, will also officially embark on the road to rebound.

Both AH shares rose sharply. Sino-Singapore Communications, whose stock price trend was average a few days ago, and stockholders who had previously expressed opposition, were finally unable to utter their mocking words.

"Brother T is so awesome. This time, Brother T really got the best of him. Lifting the ban is definitely a big plus. I'm convinced."

"Haha, what did those people who said that Brother T took investors' money not as money? Not only did Sino-Singapore Communications go up sharply today, but all the chips have been brought up, okay?"

"Brother T, hurry up and announce your positions. Please, it's the 12th today. It's not too late. Let's follow suit."

"Follow-up, I didn't dare to copy the previous 12 yuan Sino-Singapore Newsletter, and I can't buy a word board today."

"This group of main funds are really thieves. They didn't pull it in the first three days of this week, and they suppressed the stock price. It's because Brother T can't buy it, right?"

"Looking at the changes in the net worth of Jun Shishi Investment today at night, you can know the approximate holdings of Brother T. These days, medicine and technology have performed well. The net worth started to rebound a few days ago. I guess it is these few sectors. .”

For the Junshi department today, not only Sino-Singapore Telecom, which has a heavy position, soared, but Ning Wang, who holds 7142.86 million shares, also ended the sideways adjustment today, and also closed at the daily limit!
Ningwang, which had an amplitude of 11.9% throughout the day, embarked on a shrinking daily limit trend with a trading volume of 34.2 billion yuan. The stock price reported 84.77 yuan, a new high since its listing.

Based on today's stock price, the total market value of King Ning held by Junshi has exceeded 60 billion yuan! Earn 15 billion yuan in 10 trading days!

Counting the holdings of pharmaceutical stocks and a number of technology stocks with daily limit, today's Junshi Department can be described as a bumper day~
　Two chapters tonight, no more, sleep~

　　
　
(End of this chapter)