Chapter 117: Judgment of the Big Trend
"My company, Yongcheng Junshi Capital Co., Ltd., officially opened today. Thank you all for your company over the past six months. I will focus on running the company in the future. I won't be able to appear on Taoguba for many days."
Although he couldn't promote the private equity fund, he could still promote the company. Now that the funds had been raised, Gu Junhao also wanted to report on his recent work status on Taoguba in the name of promoting the company, telling everyone in a disguised way that he had succeeded in private equity.
This can also be considered as a side promotion of one's own fund, which is not considered a violation of regulations.
When I expressed my idea of doing private equity in a post, there were many well-intentioned messages expressing my support, but there were also some pessimistic messages.
There are many people who feel that they are drifting and cannot control the large amount of funds; some even feel that they cannot complete the fundraising. This post can be regarded as a response to some of these people.
"Oh my god, brothers, I just checked. Junshi Capital was registered last month. The major shareholder, Gu Junhao, holds 98% of the shares. He should be Brother T. The registered capital is 10 million, and the paid-in capital is 2.5 million."
"Brother T is really an all-in freak. I remember that when he liquidated his shares in Dafu Technology, he only had about 10 million in funds. He just casually registered a company with 10 million. This is another all-in."
"That's Brother T's style, all in! But I still want to wish Brother T's company more and more prosperous."
"Registered at 10 million, paid-in at 2.5 million, this is obviously based on the private placement standard. It seems that Brother T's fund raising has been completed, but I don't know the exact amount of funds raised."
"It's over. Brother T will become one of the dogs in the organization from now on. He's going to cut us off."
"Who cares? Brother T is awesome. It doesn't matter who cuts him. After all, Brother T is one of us." This statement is obviously from a brainless fan.
"I want to cut others too!"
"Who is the legal representative Zhang Mingde? Isn't Brother T's last name Gu in the company information?"
"The person above, your focus is different from others, but you did find a bright spot. Who is Zhang Mingde?"
Soon after the post was published, it received a large number of replies. It seems that although Gu Junhao has not appeared in Taogu Bar for a while, his popularity is still there.
However, Gu Junhao did not intend to reply to these people. The purpose of posting was just to convey a message to the outside world that the fund has been raised. If there are people who want to pay attention to him, they will naturally know the meaning.
…
"After all, the scenery of West Lake in June is different from that of other seasons. The lotus leaves are endlessly green, and the lotus flowers are particularly red in the sun."
Early Saturday morning, Gu Junhao was responsible for driving out for the trip, and Su Mingyu would not be back until Sunday afternoon, so they still had a day and a half to play; this time they were still a group of four, and their destination was Hangzhou.
Among the four people, Liu Ruihuan and Su Mingyu had met twice. They were all young people and got to know each other quite quickly, so they didn't feel awkward at all.
The group of four, led by Gu Junhao, headed straight to Hangzhou, talking and laughing along the way.
Honestly speaking, Gu Junhao thinks June is not a suitable month for traveling. In such hot weather, you will sweat after walking a few steps. It is better to stay in an air-conditioned room to check stocks and play games.
However, it was obvious that the other three did not think so. Su Mingyu had few opportunities to come to Zhejiang Province, so naturally everywhere seemed new to him. Moreover, he did not buy a return ticket from Ningbo to Guangzhou, so he had to transfer in Hangzhou. This was one of the reasons why the four chose to visit Hangzhou.
As for the two women, Zhang Yiru and Liu Ruihuan, they are more eager for traveling, shopping and other things.
However, the lotus flowers in West Lake are truly beautiful in this season. The gentle breeze blowing can make people feel relaxed and happy even in the hot summer.
"Xiao Su, take a picture for me." Liu Ruihuan's big sister demeanor was fully demonstrated; from time to time she directed Su Mingyu to take pictures of her.
"Let's divide into two groups. Let's go somewhere else and contact them directly by phone later." Seeing this, Gu Junhao said to Zhang Yiru.
"What do you mean? You want to bring them together?" Zhang Yiru asked with some doubt.
"I don't mean that. I don't have the habit of being a matchmaker. I just want to get rid of these two light bulbs. As for whether they have a chance to be together, that's their business."
Gu Junhao really didn't have any thoughts in this regard. He just felt that four people were too crowded, and these two light bulbs were too talkative, and their chatter was a bit noisy.
"I thought you wanted to be the matchmaker, but it's good that you're not. Huanhuan is much older than Xiaosu, and Xiaosu's family is well-off. She may not be willing to find someone older than herself. Don't introduce her blindly."
"You're overthinking. Let's go and have a look by ourselves."
At night, without the heat of the day, the night view of West Lake looked even more beautiful; the four of them sat in a small teahouse by the West Lake, feeling relaxed and comfortable.
"You know what, Xiao Su's tea-making skills are really good." Zhang Yiru couldn't help but admire Su Mingyu's skillful tea-dividing skills.
"People in our area, as well as people in Fujian Province, love to drink tea; many people have been drinking tea since childhood."
"Mr. Gu, you also need to learn. You can't just drink with others and talk about money. That's so vulgar!" Zhang Yiru looked at Gu Junhao and said.
"It's going to take a while to learn this, so coffee is more convenient."
Gu Junhao also drinks tea, but he doesn’t make it so complicated. He just takes a big teacup, grabs a handful of tea leaves and throws them in, then keeps adding water until the taste is gone.
Relatively speaking, coffee is simpler and I am more accustomed to drinking it.
"Brother Gu, your fund should have more than one target this time. It's not going all in again." Seeing that Gu Junhao had no interest in the topic of tea, Su Mingyu took the initiative to bring up the topic of funds.
The other two also showed some interest; after all, both of them graduated from the Department of Finance and had invested in Junshi Fund.
“Then I will definitely not buy just one target, but I cannot tell you the specific time and target for building a position for now; even if you are an investor.”
"That's for sure. I just want to ask Brother Gu what he thinks about the future market."
"What do you think about the market outlook? Tell me what you think first ." Instead of answering directly, Gu Junhao asked Su Mingyu in return, and he also wanted to hear what he thought about the market.
"I asked you first, but it's okay for me to say it first. First of all, I can confirm one thing, that is, Brother Gu is launching the fund project at this time, which seems a bit hasty to me. After all, your total net worth is only that much, but why are you in such a hurry?"
"Based on my understanding of Brother Gu, you probably thought there would be a relatively large market, so you were so anxious to launch the fund project when your own funds were insufficient. This is my first judgment."
In Su Mingyu's understanding of Gu Junhao, Gu Junhao is not the adventurous type, but once he feels there is an opportunity, he will enter quickly and decisively, which can be seen from the fact that he often holds a full position.
"The second point is that I have observed the Shanghai and Shenzhen stock market indices and the stocks of some important sectors. The bottom positions are gradually rising, and the trading volume has also increased significantly since this month."
"The third point is that some negative news has obviously not caused much damage to the market recently, which shows that market sentiment has reversed."
"There are also some off-market news links to judge. I can't tell how long the market will last, but a larger rebound is already very obvious."
Gu Junhao listened carefully to Su Mingyu's analysis. Except for the first point which was a bit subjective, the remaining two points were very objective. However, the first point was not wrong. He also had the suspicion of rushing to launch the fund project.
"Well said. The first point is a bit subjective, but it is exactly what I meant. The conclusion after that is very objective. It is based on the market volume and some macro news analysis. Whether it is correct or not, it is in line with the basic quality of a person's stock market analysis."
Judging from these analyses, Su Mingyu is already fully capable of operating independently. Investing in the stock market and following others in buying and selling without having his own ideas will not work in the end.
Only by having the ability to think independently and having your own stock selection logic can you make continuous profits.
"Brother Gu, what do you think of my analysis?" Su Mingyu was very happy to see that his analysis was recognized.
"Don't worry about what I think of your analysis. First, tell me what you will do after you reach these conclusions."
In any matter, the unity of knowledge and action is the most important. Analysis without actual operation is not enough.
"Of course I'm going all in. Once I get out of Dafu Technology, I'll look for a new stock. But I haven't chosen one yet."
"What, you also have Dafu Technology, and you haven't sold it yet?" Liu Ruihuan couldn't help but ask when she heard this. She had made a lot of money from Dafu Technology before.
"Of course I have. I bought it with Brother Gu before, but I haven't sold it yet."
"Oh, nothing happened. What's the price now?"
"Around 37, what's wrong?" Dafu Technology's closing price yesterday was 36.99 yuan, and it fell by 1.04% today. Su Mingyu was very clear about this price. He also looked at the market when he was free yesterday.
"Oh, that's okay." Liu Ruihuan didn't react much when he heard the price around 37 yuan. He sold it at around 37 yuan that afternoon. It's been almost two months, and it's still the same price. He instantly felt a lot more balanced.
This is how retail investors think. If they sell a stock and it soars, they will be disappointed, but if it falls, they will be very happy.
"Then follow your own ideas. You are luckier than most people because you have many opportunities to try and make mistakes to verify your own judgment. Cherish this opportunity."
They chatted for nearly two hours by the West Lake before returning to their rooms. The night was getting darker; the scenery was so beautiful, and Gu Junhao felt calm; after being busy for nearly two months, he finally gained something.
On the morning of the second day, the group did not continue sightseeing. They slept in and checked out. It was almost noon. After a rich lunch, Su Mingyu also had to return to Zhu City.
After seeing Su Mingyu off, Gu Junhao and the other two drove directly back to Ningbo; the short weekend was over.
