Chapter 104 New Goal
Gu Junhao sent Shen Boyu to the station. On the way back, Gu Junhao was thinking that the car was currently under his own name, and in terms of its grade, it was not suitable as a company car.
Clothes make the man, and this is especially true in the financial industry. As the president of a financial investment company, unless you have reached a certain level, the treatment for driving a 200,000 yuan car is definitely different from that for driving a 1 million yuan car. It's time to buy a more upscale car in the name of the company.
However, this is another considerable expense. Since I founded the company, I really feel that I have less and less money to spend.
In the end, Gu Junhao chose Mercedes-Benz and ordered a car worth about one million yuan. He drove a car of this brand in his previous life. Currently, there is no need for a driver, so he still follows his own preferences.
It was less than 2:30 when he finished his work and returned home. There was still more than half an hour before the closing of the day, so Gu Junhao simply continued to watch the market for a while.
"The overall market is not good today, but Tong Huashun is not bad. It can actually be pulled up." Fortunately, I didn't watch the early trading, otherwise it would be really difficult to see the market open low and not move.
In the morning trading, Tonghuashun opened at a low of 12.20 yuan, and after a small decline but failing to break yesterday's low, it quickly pulled up. Since then, it has not fallen below the yellow moving average of the day during trading hours. The stock price rose in a step-by-step manner throughout the day, and by the morning closing, the stock price was close to the flat price, and funds were in an inflow state.
Less than twenty minutes after the afternoon session opened, Tonghua turned positive for the day, while another stock with the same concept, Dongfang Fortune, performed less than satisfactory. Following yesterday's sharp drop, Dongfang Fortune continued to plummet today, closing at 18 yuan at noon, with a daily decline of 8.33%.
The Shanghai Composite Index performed poorly, falling sharply during the day, but the ChiNext Index seemed to have stabilized, fluctuating around yesterday's lower shadow line and not creating a new low.
At 2:35, there was an unusual movement in Flush. There was a buy order of over a thousand shares on the market, and the share price was instantly pulled up to above 13 yuan, with an intraday increase of over 4%. It is really puzzling that two stocks with the same concept and attributes had one big drop and one big rise.
Especially in today's situation, the market's heavyweight stocks were collectively smashed, and individual stocks broke through on a large scale. In this case, Tonghuashun pulled up the closing price without a significant increase in volume, which was a bit weird no matter how you looked at it.
Tonghuashun did not stay at the price of 13 yuan. The buying orders of 3,000 lots quickly pushed the stock price up to 13.44 yuan, with the real-time increase of 7.61% during the day.
"Let's wait and see at the end of the trading day. If the volume increases, I won't reduce my position yet." Tong Huashun's share price rose too much today, but the trading volume could not keep up. Except for a half-hour period at the end of the trading day when the volume was released, the trading volume remained in a shrinking state throughout the day. The volume at this time did not reach the transaction amount for the whole day yesterday.
The turnover rate is comparable to yesterday. Such volume and such turnover can be described by a saying among retail investors: "If the stock rises at the end of the trading day, it is either a traitor or a thief."
The reason why he didn't sell it at the beginning of the rise was, first, the volume was not enough, and second, Tonghuashun did not have an obvious decline. The stock price always fluctuated between 13.25 yuan and 13.40 yuan. Gu Junhao wanted to wait and see if he could sell it at a better price in the late trading.
Time passed by little by little to 2:57, the closing call auction time for Tonghuashun. Tonghuashun never broke through the high of 13.44 yuan during the day. At this time, the price of the call auction was 13.41 yuan. There were more than 4,000 orders of all sizes piled up on the buying side.
Seeing this, Gu Junhao immediately placed an order for 3,200 lots at the price of 13.40 yuan. At the closing time at three o'clock, Gu Junhao's sell order of 3,200 lots was successfully executed. He still had 10,000 lots of Tong Huashun left in his hand, and the holding cost dropped to 11.71 yuan. Now he didn't have to worry about being trapped.
In fact, this cost is not that cheap. The cost before the ex-rights is equivalent to 23.4 yuan, and the 3,200 lots sold today were as high as 26.8 yuan, close to the previous high of 27.50 yuan.
Today was not bad. Tong Huashun unexpectedly gave himself an opportunity to do T the next day. He reduced his position by nearly 4.3 million yuan. There was still a market value of 13.4 million yuan in the account, and a floating profit of 1.7 million yuan during the day.
Tonghuashun also shone in both markets today with a 7.29% increase and a daily amplitude of 12.41%. However, the trading volume never increased. Until the closing, the trading volume was only 3 million yuan more than yesterday. If Gu Junhao's 3,200 lots had not been traded, today's trading volume would be even lower than yesterday. The turnover rate was comparable to yesterday, with a turnover rate of 6.35% yesterday and 6.33% today.
Today's Shanghai Composite Index was tragic, with heavyweight stocks turning against the market and transforming from the previous main force of market protection into big shorts; oil, securities, banks, insurance, liquor, coal, etc. all dumped their stocks, and the index once fell below 2,000 points, and finally closed at 2,005.18%, a drop of 1.05%.
It is not known why the heavyweights collectively dumped the market, but it is already mid-to-late May, and there is no obvious bad news on the news front. Moreover, whether from the perspective of the macro economy or the specific trend of the index, this kind of collective dumping should not occur.
The ChiNext also held its ground today and did not follow the Shanghai Composite Index in a market crash. It ultimately closed up 0.15%. The performance of the broader market is a bit intriguing at this time.
At half past five, the Dragon and Tiger List was updated. Gu Junhao showed up again today. Tong Huashun appeared on the Dragon and Tiger List today, and Gu Junhao's seat was ranked first.
Today, Tong Huashun's Dragon and Tiger List performed generally, with Buy One to Buy Five all being hot money seats. The Buy One with the largest purchase volume was only 5.4423 million yuan, while Buy Five was less than 3 million yuan. Overall, the buying seats were relatively evenly matched.
However, not many shares were sold at the selling position, which can be seen from the fact that Gu Junhao's amount of 4.288 million yuan ranks first in the selling position.
It is worth mentioning that the third seller was an institutional seat, which sold 2.1259 million yuan, and the Dragon and Tiger List had a net purchase of a little over 10 million yuan.
"Is this an attempt to boost the concept of bonus and transfer? However, this amount of volume is obviously not enough to carry it forward." According to the analysis of the Dragon and Tiger List, there should be some hot money that wants to take advantage of the obvious reduction in Tonghuashun's volume today and launch a sneak attack at the end of the trading day to drive the high bonus and transfer sector.
When Tong Huashun was rising, some individual stocks in the high bonus and transfer sector did move abnormally. Tong Huashun has a large market cap, but it is undoubtedly one of the core players in the high bonus and transfer sector. It is possible that a sneak attack at a low price in the late trading session to push up Tong Huashun and drive other positions to move abnormally in order to achieve the purpose of selling.
This is also the judgment Gu Junhao made based on the seats of hot money purchased today and the amount of funds. The hot money in the five seats today are not very famous, and the amount of funds purchased is not large.
Moreover, judging from the fact that other stocks with unusual movements fell after the market and the trading volume increased during the decline, Gu Junhao felt that his judgment was not unreasonable.
Since he has made such a judgment, he naturally has no expectations for the future trend. The total purchase today is less than 25 million. Such a small amount of money cannot make any waves in Tong Huashun's plate.
In Gu Junhao's opinion, the more than 2 million yuan offered by the institution today was more like a warning to the hot money not to make trouble in it, and the fact that he was ranked first in selling was an unexpected success.
The Dragon and Tiger List has always been a reserved column that retail investors like to read, especially those in Taogu Bar, who can talk about all kinds of leading strategies, second board relay, third board success and so on in great detail.
Among these stock investors who like to keep an eye on the Dragon and Tiger list, some are naturally fans of Gu Junhao, and they naturally know about Gu Junhao's seat.
"Zhongtai Securities Yongcheng North Warehouse Sales Department, isn't this Brother T's seat?"
"Yes, it's Brother T's seat. I didn't expect Brother T to have made a profit from Tong Huashun."
"I don't know how the buyers of one and two feel. One of them bought more than 5 million, and the other bought more than 4 million. I don't know which one of them took over."
"I don't know whether Brother T is clearing out his positions or reducing them. Judging from the sales volume, it doesn't seem consistent with Brother T's style. Is he reducing his positions?"
"It's hard to say. Didn't Brother T say he wanted to do private placement? Maybe he has taken out the money. Starting a company also requires money."
"It's a pity that Brother T doesn't post new posts now. He hasn't appeared in recent times. I miss the days when Brother T was here."
"Who says it's not true? Although Brother T is a mid- to long-term investor, I can't adapt to these things. However, every time Brother T fills or clears a position, there is a major phased change. I don't know what it is this time."
Gu Junhao browsed through the news while checking the news. Overall, there was no major negative news. However, Dongfang Wealth did release its 2013 profit distribution and profit distribution plan after the market closed.
"10 for 8, a cash dividend of 0.2 yuan per 10 shares." No wonder the stock price has been hit so hard in the past two days, it's too stingy; the total dividend is 13.44 million yuan, which is exactly the same as Gu Junhao's current market value.
Such a big company pays out such a small amount of cash, and Tong Huashun is also very stingy. No wonder later generations have to strictly control high dividends and share transfers, resulting in almost no room for hype about this concept.
In addition to market factors, the sharp drop in the past few days should also be related to this plan. It is very likely that it was leaked in advance, and some pessimistic funds chose to flee at high levels. There are always some people who are more informed than others.
Nothing happened that night, and Gu Junhao woke up early the next morning to continue watching the market. With the addition of Shen Boyu, Gu Junhao was relieved. Shen Boyu was very capable and could almost handle everything on his own. If it wasn't for chance, such a person would not be able to work for Gu Junhao.
With Shen Boyu, Gu Junhao could watch the market at home more easily. However, starting from the 20th, Tonghuashun's performance was extremely average, and the fluctuation range became smaller and smaller. The stock price did not fall, but Gu Junhao did not find an opportunity to re-enter the market with the nearly 4.3 million funds in his hand.
For this reason, Gu Junhao had to look for new targets again. The recent trend of Dongfang Wealth is similar to that of Tonghuashun. This is understandable. It is impossible for two leading stocks in the same sector and with the same concept to have opposite trends frequently.
On the evening of May 22, an announcement of resumption of trading caught Gu Junhao's attention.