Chapter 370: It’s time, it’s fate!
There is actually a reason why Gu Junhao chose to focus on secondary new stocks. In the current environment, although the A-share market has rebounded, there are not many hot spots.
And it is mainly concentrated in the Shanghai Stock Exchange and blue-chip stocks, but Gu Junhao does not want to expose his intentions too early.
If you don't buy these, your choices will be very limited, and the market for secondary new stocks is still quite hot at this stage.
Except for Wan'an Technology and Dingtai New Materials, the stocks selected by Gu Junhao are basically a batch of new stocks that were listed around December last year.
Among these secondary new stocks, some are more familiar to me and were selected based on my impression, while some are selected based on sectors.
For example, the first stock he bought was Yinbaoshanxin. Gu Junhao had a connection with him in his previous life. At that time, a girl who didn't know much about stocks occasionally paid attention to stocks because of Gu Junhao.
During one of their conversations, the girl once asked Gu Junhao: "Why is this stock so expensive?"
At that time, the share price of Yinbaoshanxin was around 50 yuan, and the trend chart looked pretty good. Gu Junhao bought 2,000 shares on a whim. Then, surprisingly, the stock price actually rose to around 80 yuan, and he made a lot of profit.
Many times, fate is so wonderful. In the following year, Gu Junhao became closer and closer to the girl. One day, Gu Junhao accidentally saw a stock whose name was very similar to the girl's name.
It seemed as if there was a divine will. At that time, Gu Junhao didn't even know what the company did. After taking a fancy to the stock at first sight, he decided to buy it at a price of around 9 yuan.
Starting from the second trading day after the purchase, the stock experienced a 12-day rising trend. In less than two months, the stock price surged to over 14 yuan, and in the following years, it even rose to around 40 yuan.
These two brainless buying methods resulted in very magical experiences and left a deep impression on Gu Junhao.
Having lived two lives, this girl once again brought wealth to Gu Junhao. I wonder how she is doing now?
Therefore, when considering which stocks the public funds should invest in in the first phase, after selecting the direction of the new stocks, Gu Junhao thought of Yinbaoshanxin first. The consolidation trend of Yinbaoshanxin after its listing was basically the same.
Currently, the price of Yinbaoshan New Stock remains at around 30 yuan, which is 20 yuan lower than the original purchase price. The trading volume and turnover rate remain at around 100 million yuan and 15%, which is relatively low for a newly listed stock.
Since the two rounds of bottoming out in January and February, its stock price has always remained around 30 yuan, with trading volume almost flat. At the same time, the number of positive lines is constantly increasing, with a very obvious trend of capital absorption. Now is a good time to intervene.
Newly listed stocks are just hype and there is no need to consider the fundamentals. Gu Junhao also doesn't care which sector the selected newly listed stocks are from, as long as the timing is basically close, it will be fine as long as he can wait until the day when the fund announces its holdings.
The other seven secondary new stocks were basically selected by Gu Junhao based on the new trends of Yinbaoshan. These were the holdings that Gu Junhao started to think about and selected little by little after he decided to acquire them.
Another reason for choosing newly listed stocks is that the new village chief has just taken office and has not yet spared the energy to deal with hot money. At this moment, hot money is still jumping around violently. It is also a good thing to take advantage of the time difference in holding positions and cut off some of the hot money.
By the time he has time to deal with hot money, it will be difficult to cut off the profits. However, by then Junshi Value Investment will have switched to real value investment.
What Liu Tingting is worried about is causing controversy. There is no doubt that buying any kind of stocks will cause controversy. If she buys into the liquor sector later, once Junshi No. 2's holdings are exposed, people will say that she is using public funds to take over her own private equity.
In the investment circle, Gu Junhao has basically been living under the spotlight. If he is timid in the face of controversy, then there is no need for him to continue to be a fund manager. In his previous life, people like Kun Kun, Lan Lan, etc. were all controversial.
As long as everything is compliant and can bring profits to investors, there will be no problem.
As for the other two stocks that are not new stocks, Wan'an Technology and Dingtai New Materials, Gu Junhao is very familiar with Wan'an Technology. After the circuit breaker in January and the bottom in February, the share price fell to around 12 yuan.
It has basically returned to the price at the beginning of the bull market in 2015. It is currently fluctuating around 14 yuan, which is a good time to buy again.
Compared with 2014, the trading volume of Wan'an Technology is much more active at this time. It is no longer a stock with a trading volume of 20 or 30 million on a certain day. For a holding purchase volume of nearly 6 million yuan, it is easy to deal with it.
As for Dingtai New Materials, needless to say, it also has a famous name: "Shunfeng Holdings!"
Gu Juntifk doesn't know the exact suspension time for this stock that was used as a shell company by a leading express delivery company, but it will definitely be in the first half of this year. It doesn't matter if it appears in the published holdings, because it will be suspended by then anyway.
This is also the first time that Gu Junhao has taken the initiative to buy stocks that are about to be suspended. The previous ones were basically forced. Currently, the share price of Dingtai New Materials remains around 22 yuan. Today, Junshi Price Investment bought a total of 2,800 lots of Dingtai New Materials.
After chatting with Liu Tingting for a while, Gu Junhao left the trading room and no longer paid attention to today's market conditions. However, Gu Junhao's fans outside the market were very interested in this fund.
Junshi Value Investment has two methods of sales: direct sales and agency sales. Direct sales are on the fund's official website, while agency sales are on platforms such as Tiantian Fund and some other platforms. The price of direct sales is cheaper, while supply and sales require an additional agency fee, which is naturally paid by investors.
The difference is that direct sales have a bottom line of 500,000 yuan, and few fund investors can come up with such a large amount of money to buy a fund, especially when this fund does not look like a strong fund at all.
More investors bought some through major sales distribution platforms, among which Gu Junhao’s fans and some clients of private equity funds accounted for the majority, including some private equity investors who were previously blocked by Gu Junhao.
Most of these people have tasted the sweetness. Although the performance of Junshi No. 2 was mediocre on the day Gu Junhao stepped down, it did not mean that they had lost their trust in the fund. Especially since the initial size of the fund was less than 70 million yuan, it made them think of Junshi No. 1.
What is clear is that most of these big dog buyers choose to buy directly on direct sales websites. Those who are not short of money start with 500,000 yuan, while some of Gu Junhao's fans concentrate on buying on agency platforms.
Among them, the largest number of purchases were made on Taobao, and the investment of each fan was different, ranging from tens of thousands to dozens or even ten yuan. However, strength lies in numbers.
For the operation of the fund, Junshi Capital has also invested a considerable amount of publicity expenses, and the exposure is quite good. As for how many acquisitions can be made, we will have to wait for a few trading days to see the specific data.
The publicity efforts have increased, and it is not just the previous fans who are attracted, but also some investors who are attracted by the soft articles. Some people will buy a small amount to try out the title of the youngest, most handsome and least educated public fund manager.
It has to be said that Junshi Capital's public relations department has made full use of the boss's fame. Whenever something happens, they will drag the boss out and use all kinds of gimmicks. To use the words of the previous life: they understand the code of traffic.
What Gu Junhao didn’t know was that some of his and Zhang Yiru’s closest relatives and friends were also silently supporting him and had subscribed to Junshi Price Investment today, such as Aunt Huang, Lao Lu, etc.
Zhang Mingde and his wife used the 2 million yuan they earned from the liquidation of Junshi No. 1 to once again buy Junshi Value Investment, as a kind of support for their son-in-law's career. They never told Gu Junhao about this.
In fact, the Zhang couple are not short of money. Even without the 2 million yuan, their salaries and post-retirement benefits are still quite good. What's more, when he was the legal representative, Junshi Capital paid Zhang Mingde a salary every month.
A person's success is inseparable from the support of people around him. Without the support of his family, Gu Junhao would not have been able to set up an investment company so smoothly. Without those sharing on the Internet and the successful operation of private equity funds, Gu Junhao would not have gathered so many fans and people who believe in his abilities.
All the consequences are predestined. The reborn are not short of money, but if they want to make a career, they still need the support of society and various forms of support.
Today the market is still dominated by fluctuations. The ChiNext Index is relatively strong, rising by more than 2% throughout the day. The Shanghai Composite Index rose by 0.81%, breaking out of the five-day positive trend, and the index closed at 2897.34 points.
However, today's trading volume in the Shanghai and Shenzhen stock markets has shrunk severely, and the index is still under certain pressure at 2,900 points. Most of the stocks that rose sharply today were resource-based stocks, but there were quite a few stocks that closed in the green in the two markets.
In today's market on the ChiNext, although none of the stocks bought by Gu Junhao hit the daily limit, the overall increase was still quite good.
In addition, the Shanghai and Shenzhen stock markets opened higher in the morning, and the losses of the original constituent stocks that were liquidated earlier were not large, and some constituent stocks were even sold at a profit.
Therefore, what Xu Jianqing thought of, that the fund company was not completely wrong in selling its funds at the lowest point. After the sale and the funds were suspended for a week, the Shanghai Composite Index had five consecutive positive days.
And on the first day of official operation after being renamed Junshi Value Investment, the ChiNext Index soared by more than 2%. This can be said to be both the timing and the destiny!
Therefore, on the first day of its launch, Junshi Price Investment not only did not suffer losses due to the nuclear button, but made a lot of profit. The overall scale increased from the previous 68.5 million yuan to 69.9951 million yuan at today's closing, and it is less than 5,000 yuan away from returning to the 70 million yuan mark.
On the first day of its launch, Junshi Value Investment’s fund net value was updated to 1.0212 after the market closed, outperforming the three major indexes and the CSI 300 Index, firing the first shot!
