Chapter 245: One trick to conquer the world
Before leaving get off work, Gu Junhao wrote the two priority targets on notes and handed them to Xu Jianqing and Liu Tingting respectively.
Including Dongfang Wealth, there are a total of three targets, and the funds spent on building the position are 250 million yuan, accounting for half of Junshi No. 2's position.
The first batch of positions is half-position, and Gu Junhao also has his own plans. The first bottoming out and rebound stage of the bull market has passed, and it is currently in the early stages of the second stage.
At this point there is no time to worry about some aspects of position control. It is most advantageous to directly build a half position at one time.
Just like a stock, when the low consolidation period has ended, the adjustment has ended and the trading volume and turnover rate have increased, there is no need to be hesitant at this time.
Just buy boldly and leave the rest to the market.
"That's a big deal, boss. You're going to put in 100 million yuan as the starting capital for building a position." Xu Jianqing rubbed his hands excitedly and took the note handed over by Gu Junhao.
"Zhongguo First Heavy Industries." Xu Jianqing looked at the four words on the note and the code starting with 6, his face completely confused.
He doesn't know much about this stock, but it doesn't matter. He will first look at its fundamentals and specific trends.
What was handed to Liu Tingting was the stock of another brokerage firm, Yellow River Securities.
This was also what Gu Junhao did on purpose. The stock trend of brokerage firms was relatively stable, which was very suitable for Liu Tingting's style.
"Uh, it's another brokerage firm. Boss, are you going to fire me for asking me to buy brokerage firms every day?" Liu Tingting said helplessly.
"Haha, not really. Securities firms are known as scumbags in the stock market. If you deal with scumbags every day in your career, you won't be deceived in your love life." Gu Junhao joked.
"Boss, why do your words sound weird? Are you really not scolding us?" Wang Ruoyu said with a smile. He had a relatively relaxed day today and was just keeping an eye on the trends of the three stocks.
Dongfang Wealth surged yesterday, but fell back today, closing down 1.61%; during the day, Xu Jianqing and Liu Tingting's position building also received a lot of guidance from Wang Ruoyu.
Dongfang Wealth opened low, surged and then fell back. Considering the efficiency, Xu Jianqing and Liu Tingting, under the guidance of Wang Ruoyu, went all out when the stock opened low and fell back, and even in the late trading.
A one-time position building of 50 million yuan was completed throughout the day. The amount of funds of 50 million yuan also accounted for more than 6% of Dongfang Wealth’s total transaction volume today. The cost of building a position was an average of 17.20 yuan.
Dongfang Fortune closed at 17.06 yuan at the end of the trading day. Although the first transaction of Junshi No. 2 ended in a floating loss, Gu Junhao was still very satisfied with the completion of the position within one day.
"30,000 lots, not bad. It's full on the first day. That's good." Gu Junhao said with a smile.
"I lost money. He lost a lot of money at the close. I wanted to buy some more, but I lost control."
"It's okay, let's just leave it at that. It's normal to lose some money on the first day of building a position. Today is not a good time to buy either."
"But, Boss, why did you choose Yellow River Securities?"
At this moment, Xu Jianqing was analyzing the fundamentals and trends of Zhongguo No. 1 Heavy Industry and had no time to speak. However, Liu Tingting was different. She already had some experience in securities companies.
It's just a change of brokerage firm, Liu Tingting didn't feel there was any difference, but she still wanted to hear the boss's ideas on stock selection. This company is not the kind of newly listed brokerage stock that the boss mentioned.
This is the stock of an old brokerage firm that was listed in 1997. Several changes in equity and name changes during this period have made its on-site funds very complicated.
In response to Liu Tingting's question, Gu Junhao said, "Let's select stocks based on the idea of filling rights. Open his trend chart and I'll tell you about it."
As Liu Tingting opened the trend chart, Gu Junhao pointed out the trend of Yellow River Securities in July this year: "In July, in addition to dividends, he also gave out shares. The ratio of 10 for 10 is still very rare among securities companies."
When Gu Junhao was selecting stocks during the day, he was surprised to find that this brokerage firm like some small and medium-sized stocks, also offered a 10-for-10 bonus on top of the dividend.
You should know that the stock price before the stock dividend was less than 10 yuan. For a securities company, such a large-scale stock dividend would hardly fail to attract Gu Junhao's attention.
After a rough analysis, Gu Junhao couldn't help but complain in his heart: " After the stock split and ex-rights, the stock price opened at 4.7. You are really brave. If it were a bear market, you would be delisted."
"The subsequent trend is nothing more than the expected increase in rights. Since he is optimistic about the bull market, his expectation of rights will naturally go without saying, right?"
"Yes, that's right. We have no problem with the trend of Xibu Securities and the overall market."
"That's right. You've seen the subsequent trend. After the stock split and ex-rights, the stock price bottomed out for the second time , and then it rose, and the momentum of the rise was not small.
Until September 24, it crossed the 40-day line with a large-volume limit-up. The trading volume that day was as high as 2.4 billion, which roughly indicates that its bottom adjustment period has ended.
The next phase is the high-level consolidation period in October. Unfortunately, our fund was a few days late, otherwise we could have bought the bottom at the end of October, which would have been much cheaper. "
"Oh, boss, you really have a unique trick that can make you successful. Look for stocks with rights issue expectations in the sectors you are optimistic about." After listening to the boss's analysis, Liu Tingting couldn't help but tease.
This is the case with Dongfang Wealth, Yinzhijie, and also the liquidated Hailanxin and Wan'an Technology. Moreover, the bosses of these four equity-split stocks have all caught the bottom very well.
"It's OK as long as it works. This year's high dividend, bonus and rights issue market is not bad at all. This sector is also the focus of everyone's speculation."
"Well, it's true. This year's stock split and ex-rights sector is really exaggerated. Most stocks have achieved the rights-filling expectations." Liu Tingting also understood the boss's stock selection ideas.
Then she added: "This brokerage firm has a really large volume. Its transactions are often over 1 billion, and sometimes as low as 600 to 700 million. It is much easier to open a position."
Although the volume was reduced today, he still completed a transaction of 750 million yuan, and this transaction volume of 750 million yuan is the lowest since October 28. The highest trading day was when Huanghe Securities completed a transaction of 1.55 billion yuan.
"Well, the trading volume is great. If 100 million yuan were used in Xibu Securities with a daily trading volume of 30 to 50 million yuan, it would take a month to buy all the money."
Wang Ruoyu, who was listening nearby, also nodded.
"Hurry up and build your position, so that you can experience the feeling of spending money like water." Gu Junhao said.
As for Zhongguo First Heavy Industries' stock selection strategy, it is similar to that of CNR and CSR. The fundamentals are fine, the concept is good, and the share capital is not particularly large among the stocks with Chinese characters in their names.
It has doubled in just 18 trading days since its launch, which also shows the flexibility of this stock. For a stock with a Chinese character in its name, it is very suitable for operations with a capital amount like Gu Junhao.
Since doubling, Zhongguo First Heavy Industries has also experienced a month of high-level consolidation, which is quite similar to Tong Huashun. After doubling, it has been continuously adjusting downward.
Gu Junhao also had certain considerations when asking Xu Jianqing to build a position of 100 million yuan. If he continued to make adjustments and waited until the volume shrank to the extreme like Tong Huashun.
At that time, Gu Junhao might still increase his holdings. Perhaps, this stock would also have unexpected gains. You know, although it has doubled, the stock price is still less than 4.5 yuan today.
During the bull market in 2015, which reached its craziest stage, an invisible concept was to eliminate low-priced stocks. A series of stocks whose initial share prices were less than 5 yuan were able to double in price.
As a mid-cap stock that is so active in the bottom area, with such a low price and such a good concept, it is worth looking forward to in the bull market.
