Chapter 394: Injection of Fresh Blood
Without the pressure of redemption this month, Wang Ruoyu and the Junshi No. 2 trading team are more adept at operating.
After several months of running-in, the trading team has been able to perfectly adapt to the new working environment and stock holding operation style.
Guo Yunlin, who has been engaged in short-term trading for almost two months, finally no longer has to engage in short-term trading since Keheng shares resumed trading.
After the resumption of trading, Keheng shares were very easy to operate with the increased trading volume. For Lao Guo, this was no different from short-term trading.
Short-term trading does not mean the need to frequently change stocks. There are many hot money engaged in intraday trading, but there are also many hot money that repeatedly operate in one stock.
Since the resumption of trading, Keheng shares' share price has increased by 85.59% within the month, and the turnover rate in one month has reached 405.61%.
Since resuming trading on May 9, the trading volume in 17 trading days has reached 12.85 billion yuan, with an average of more than 750 million yuan per trading day.
This kind of trading atmosphere makes Lao Guo feel like a fish in water.
In fact, for these traders, they all have certain plans for their career prospects to a certain extent.
When a trader no longer wants to be restricted by fixed working hours, or has accumulated a certain amount of capital, most people will choose to become a hot money investor, which is relatively free.
Some people with better opportunities, such as Wang Ruoyu and Xu Jianqing, may, after accumulating a certain amount of personal connections, become private equity fund managers or help an institution manage part of its assets.
Of course, this kind of opportunity is hard to come by. Lao Guo thinks he is not so lucky. His only idea is to retire early after a certain number of years, become a hot money or a big individual investor, and live a free and easy life.
In fact, Xu Jianqing had the same idea when he first joined the company. He believed that if he could accumulate enough capital and then enjoy a better market situation, he would be able to basically achieve financial freedom.
However, for people like Lao Guo, it is more comfortable to help institutions to trade at the moment. In a bear market, it is quite difficult to do it on their own and the risks are also much greater.
Working in an institution is different. In addition to accumulating trading experience and learning the fund manager's stock selection ideas, your income will also be much more stable.
Many securities companies and institutions adopt a base salary + performance commission approach for their traders, and Junshi Capital is no exception.
The most active stock in Junshi No. 2 this month is naturally Keheng Shares ; similarly, relatively speaking, in terms of performance commission, Lao Guo is definitely among the top this month.
"Lao Guo, now that I've received my salary, please treat me to a meal. My boss picked out a great bull stock for you. Judging from the trend, it will rise next month."
"Haha, why don't you tell me how miserable I was during those months when I was suspended."
"Forget it. You made a lot of money by playing around in the wild during the months when the trading was suspended. If I could come across such a good thing, I would also like to suspend trading."
"That's right. It's only been a short while since you suspended trading. Old Huang's shares are still suspended, and he's also doing it everywhere now."
"Haha, that's true. This is truly a happy trouble. I wonder how Lao Huang's stock will perform after it resumes trading."
"Don't think too much. Gree is a large-cap stock. It won't rise much even if it resumes trading. I just hope Mr. Wang can pick a better stock for me." Huang Ji said depressedly.
Compared to Lao Guo, he doesn’t like short-term trading very much. It’s too troublesome. Wouldn’t it be better to do T in one stock?
"Oh, don't; let's wait until the boss comes back. I'm still not as good as the boss in picking stocks, so don't blame me for this matter." Wang Ruoyu said quickly.
"Haha, what are you afraid of? You just have to adapt. By the way, the boss should be back soon, right?"
"Well, I'll be back tomorrow. I'll ask you guys then to see if the boss has any ideas. If not, I'll help Brother Huang choose."
"Please help me choose one too. Gan Feng only has 20,000 lots left. It looks like I won't be able to add more positions in a short while. I'll find a small position to practice with." Zhang Muye continued what Wang Ruoyu said.
"Okay, let's ask the boss together tomorrow."
Before leaving get off work, Wang Ruoyu updated the net value of Junshi No. 2 this month on time: "The overall scale is 7.646 billion yuan, and the net value is 5.4728."
Compared with before the ex-rights price, there has been a 30% increase, and the overall scale has also increased by 400 million yuan. The most important thing is that after Ganfeng Lithium reduced its holdings, Junshi No. 2's cash flow has exceeded 1.8 billion yuan.
There is still one month left before the redemption in the second quarter. It would be a waste to keep all the 1.8 billion in cash like this. Adding fresh blood to Junshi No. 2 must also be put on the agenda.
The net value of Junshi No. 2 has not caused much heated discussion in the market, except for those who redeemed it in March who are still beating their chests and stamping their feet.
After all, this is only the income of a small group of wealthy people. Relatively speaking, the performance of public funds such as Junshi Value Investment, in which everyone can participate, is more concerned.
Junshi No. 2 can do nothing but envy; but Junshi Value Investment has the opportunity to help him make money!
Before 9:30 p.m., there were already a number of investors waiting for Junshi Price Investment's net value to be refreshed today, most of whom were those who applied for subscription yesterday and today.
It must be said that in today's bear market, funds are not taken seriously.
However, due to Gu Junhao's popularity and Junshi Value Investment's continued performance, it has attracted many new investors.
In the Internet age, the most important thing is users, and the same is true for finance. Only with the participation of new investment groups can the prosperity of the market be maintained.
Although some are jealous of Junshi Value Investment's ability to attract money, people inside and outside the industry are also happy to see it attract new investment groups.
Just like buying stocks, as long as you enter the market, you won’t have to worry about not being able to reap your profits.
At 9:30 in the evening, Junshi Price Investment refreshed today's net value on time: 1.4171 (+2.75%), maintaining positive returns for three consecutive months, with an average monthly return of 13.9%.
Its ranking has jumped into the top 10 of the public fund rankings. It is also the public stock fund with the largest increase since May 2016.
Its size also soared from less than 70 million yuan before it was suspended in March to 3 billion yuan at the end of May.
It can be said that since Junshi Price Investment was launched, it has been leading a series of peer funds with a crushing attitude.
In addition, judging from relevant industry statistics, Junshi Value Investment's ability to attract money, which has performed well, is further strengthening.
In addition, with the completion of Gu Junhao's investigation, the news of his return to the company has spread in the past two days. Investors are also full of expectations for Junjia Price Investment's performance in June.
However, Gu Junhao does not have time to take care of these things for the time being. He has not been in the company for more than 20 days and has a lot of affairs piled up. He really cannot take care of the fund operations.
But before he was busy for a while, Wang Ruoyu came to the door. Just like what they talked about in the trading room yesterday, Wang Ruoyu wanted to ask Gu Junhao what he thought about the new stock target.
After thinking for a while, Gu Junhao said, "Isn't the real estate industry very hot this year? You can pay attention to the building materials industry around real estate, such as cement."
Shuangma Group should have a place in the second half of the year. Gu Junhao had looked at this monster stock before. Its current total market value is around 7 billion yuan . The major shareholder has locked up 40%, and the actual circulating market value is only 60%, which is about 4.2 billion yuan.
However, judging from the actual turnover rate, its real circulating market value may be only around 2 billion. It would be a pity or deliberate to just buy this stock.
The rise of Shuangma is not just a rise of individual stocks, but also drives the rise of the entire cement sector of A-shares. From the logic of real estate, it is in line with the speculation idea.
"Boss, do you choose specific stocks?" Wang Ruoyu asked with some confusion.
"You choose. I'm busy these days. Just wait for you to choose and show it to me. You should also try to think about the problem from the perspective of a fund manager."
Let Wang Ruoyu try to choose and see whether his stock selection ideas will choose Shuangma.
If there is, that would be the best. If not, just add it. As for the stocks he chooses, there is no problem in buying them all as long as there are no major problems.
Just like in a bull market, with the entire sector rising, even a ST stock will not lose too much and will have some gains.
"Okay then, boss, do you have any other questions?" Wang Ruoyu nodded.
"No problem. The fund will open redemption channels again this month. Just pay attention to controlling your positions."
"Okay, I understand. But I don't think many people will redeem their shares this month. Some customers who redeemed their shares in the first quarter often come to me and ask if I can open another subscription channel."
"Oh? So how did you answer?"
"I said I can't make the decision , you have to ask our boss."
"You can't say that next time. You have to say that the company and the fund have their own operating rules, which cannot be changed at will."
"Okay, I understand. If there's nothing else, I'll leave first. The market will open soon."
"Well, go ahead."
