Chapter 425: The Takeover Has Been Found
The ten-day Spring Festival holiday is neither long nor short.
People all over the country are immersed in eating and drinking, and these ten days should be the most relaxing time of the year.
Of course, this does not include the young people who are urged to get married and have children.
Even our tycoon Gu Junhao experienced an emergency birth last year. Fortunately, he has everything this year and these things no longer exist.
The Chinese New Year is always busy, but fortunately Zhang Yiru is pregnant this year. With this excuse, Gu Junhao and his wife have fewer social engagements.
In the blink of an eye, it was February 3rd, Friday, the seventh day of the first lunar month.
A-shares began trading on the first day of official work, but since it was the weekend, A-shares did not have any holidays compared to office workers.
The market was closed after just one day of trading, resulting in no one paying attention to A-shares on February 3. The Shanghai Composite Index only traded 100 billion yuan and fell 0.60% on the day.
Junshi Capital’s official start date is February 6, the tenth day of the first lunar month.
Currently, there are about 200 people in the two companies, and most of them actually serve the two funds and proprietary trading . It is reasonable to give them two more days off when the stock market is closed.
Nowadays in Beicang District, working at Junshi Capital has become a pursuit for young people, second only to taking the civil service exam.
Junshi Capital's salary and benefits are far better than those of its peers in all aspects. The most important thing is that except for senior executives and some special departments, all employees strictly follow national statutory holidays. Most importantly, they never adjust their holidays!
There was once a saying on the Internet that the work experience obtained from having one day off a week and a salary of 8,000 is far inferior to that obtained from having two days off a week and a salary of 6,000.
The career perspective of the new era is very different from the past, and the employment environment is very important for young people.
The reason why Junshi Capital has such good treatment and a relaxed environment actually has a lot to do with Gu Junhao.
As a reborn person, he was like an alien invader, and he had no experience in managing a large company, and he didn't even have much work experience.
He is engaged in the investment industry, and often makes money very quickly. Even in the early stages of his business, Gu Junhao is much richer than most start-ups.
These factors have led to Gu Junhao being much more generous than ordinary companies in terms of working hours and remuneration, which has also led to the two companies becoming desirable workplaces for young people in the area.
Monday, February 6th.
On the tenth day of the first lunar month, with most investors returning to work, the trading volume of A-shares increased. The Shanghai Composite Index's daily turnover exceeded 150 billion yuan, closing up 0.54%.
The Shanghai Composite Index has basically recovered the losses on February 3, and its overall trend is still in a rebound.
The ChiNext also had a good rebound today. Just like the analysis that Gu Junhao paid attention to before, the original alliance of the ChiNext has collapsed.
The alliance represented by Leshi.com, Wangsu Technology and Zhongqingbao has become a thing of the past, but this does not mean the emergence of a new alliance in the GEM.
Starting this year, the ChiNext will also list many good high-quality growth stocks, mainly in the new energy and medical industries.
In recent times, in addition to the new energy sector, the pharmaceutical sector has also been a focus of Gu Junhao's attention.
On January 17th before the New Year, a relatively well-known medical industry stock was listed on the ChiNext: OPPLE Holdings.
Opple shares, with an issue price of 23.81 yuan, belongs to the ophthalmic medical industry. It is known as the two leading companies in the A-share ophthalmic field, along with another leading ophthalmic medical company Aier Shares that went public in 2009.
As of the close of February 6, Aier shares closed at 31.10 yuan, while Opple shares, which has not been delisted after ten trading days since its listing, had its share price at 80.84 yuan.
"I started buying Aier shares these days and will wait for Opple shares to delist before adding to my holdings." Gu Junhao said to Wang Ruoyu.
On the first trading day of the new year, Gu Junhao was still more concerned about the establishment of a position in Junshi No. 2.
"Okay, but isn't the price of OPPLE shares too high?"
Junshi Capital is now also eligible for offline new share issuance. For star stocks like these, Gu Junhao will participate in offline new share issuance and will have some holdings to a greater or lesser extent.
"Not high. For new GEM stocks, everyone has experienced a few high bonus and stock transfers. Even if the stocks with high bonus and stock transfers can no longer be hyped up, they will still be issued high bonus and stock transfers for the convenience of financing and reducing holdings. So the current bubble is not really a bubble."
It is impossible that 28 billion yuan of funds will be distributed only in industries such as liquor and Xinyuan. Pharmaceutical stocks are also a powerful tool for A-share market fluctuations.
What's more, in the medical industry, there is a ready-made buyer: Lanlan.
Gu Junhao couldn’t remember Lan Lan’s major holdings, but Lan Lan must have held large positions in several leading A-share pharmaceutical stocks, such as Hengrui Pharmaceuticals, WuXi Pharmaceutical, Mindray Technology, and Tiger Pharmaceuticals, during their peak periods.
It is a good idea to buy now and sell to Lanlan later.
Unfortunately, WuXi Co., Ltd. and Mindray Holdings Group Co., Ltd. are not listed yet, so the only ones that can be bought are Aier Holdings Group and Tiger Pharmaceuticals Holdings Group.
Before, Gu Junhao had been thinking about the question of who to sell to if he bought too much and when the market value increased.
But now I understand that if history had not changed, people like Kun Kun, Lan Lan, Cai Cai would still become well-known fund managers.
Then these people will be your best saviors at that time!
In addition, Dingtai New Materials also appeared in Junshi No. 2's holdings for the first time. In January this year, Dingtai New Materials fell to a low of 36.69 yuan.
This gives Junshi No. 2 a good opportunity to buy at the bottom. From a valuation perspective, this price is already quite cheap for the current leader in the express delivery industry.
At the close of today, Dingtai New Materials closed at 41.95 yuan, and traders of Junshi No. 2 are still continuing to buy.
According to Gu Junhao's instructions, Junshi No. 2 must at least buy a market value of more than 1 billion yuan at a price around 40 yuan, and its shareholding must account for at least 4% and 5% of the initial amount of 28 billion yuan.
Nowadays, the stock price of Dingtai New Materials is still relatively low, and the average daily trading volume is only about 100 million yuan.
After two rounds of speculation last year, Dingtai New Materials' stock price reached a high of 57.35 yuan; the decline has now exceeded 35%.
For as long as two or three months, hot money does not have the patience to participate in the adjustment.
On February 8, OPPLE shares were delisted, Junshi No. 2 began to increase its holdings, and the adjustment of Dingtai New Materials continued until February 20.
Dingtai New Materials' stock price hit a high of 43.49 yuan, and closed at 40.05 yuan on February 20, barely holding the 40 yuan price level.
On February 21, Dingtai New Materials saw unusual movements, with its share price bottoming out and rebounding. Its trading volume more than doubled compared with the previous trading day, and it closed up 4.84% on the day at 41.99 yuan.
Immediately afterwards, on February 22, Dingtai New Materials soared again. With a surge of 8.67% on the day, Dingtai New Materials’ daily trading volume had expanded to 563 million yuan.
"After two consecutive trading days of sharp increases, it seems like it's time to change the name, right?" Gu Junhao stared at the K-line chart of Dingtai New Materials thoughtfully.
There are always some people who are much more informed than others.
When buying Dingtai New Materials in this round, Gu Junhao's main idea was to see if there would be an opportunity to hype a name change this year.
In 2016, the leader in the express delivery industry, which successfully went public through a backdoor listing, saw its actual controller ranked 27th on the Forbes Domestic Rich List with a net worth of US$4.2 billion.
After the listing, the stock price saw a surge, making Wang Wei's wealth exceed 180 billion yuan in 2016, surpassing Xiao Ma's 175 billion yuan and approaching Lao Wang (215 billion yuan) and Lao Ma (20.5 billion yuan).
By the way, with the sharp rise in housing prices in 2016, the real estate industry still accounts for half of the rich list, and the richest man is still Lao Wang.
The dark horse among the top ten is undoubtedly Boss Yao, who emerged as a dark horse in the Bao Wan dispute. His net asset worth has increased by 9 times compared with 2015, and his ranking has jumped from 302nd to 10th.
As for Gu Junhao, he still did not appear on the list. Among the top 400 richest people, the lowest net worth was 6.7 billion yuan.
When the list was released, although Gu Junhao's wealth had increased significantly, he was still not qualified to appear on the list.
The Forbes Rich List is usually released between October and November every year. In fact, when it is released, it’s not that no one has approached Gu Junhao.
They wanted to know about his financial status, but Gu Junhao refused the request. The stock market was relatively sluggish in 2016, and Gu Junhao did not want to appear in front of people in this way.
At that time, Forbes estimated Gu Junhao's net worth to be between 4 and 5 billion RMB. With some public relations, he could have been included in the list.
The richest family in Beicang District is still the Ma family from Shenzhou, with a net worth of 28.81 billion yuan, ranking 39th on the rich list.
On February 23, Dingtai New Materials' stock price soared again. At that time, Dingtai New Materials, with a turnover of 1.1 billion yuan, closed at 50.19 yuan, up 9.99%, with a total market value of 210 billion yuan.
In the evening, Dingtai New Materials issued an announcement: Starting from the opening of tomorrow's market, it will be officially changed to Shunfeng Holdings!
As expected, these cunning people knew the news in advance. I believe that the two-month adjustment this year was also intentional.
Only with this kind of deep adjustment can you collect more chips.
Once the news was announced, Shunfeng Holdings had three consecutive daily limit increases until February 28, the last trading day of February.
Since its launch on February 21, in the seven trading days, Shunfeng Holdings' stock price has risen from the previous price of 40.05 yuan to 66.80 yuan on the 28th, with a cumulative daily limit increase of 66.79%.
It is only 5% away from the 70 yuan price expected by the institution .
Previously, the three express delivery companies, STO Express, YTO Express, and ZTO Express successively went public on the A-share market through backdoor listings, and another one chose to go public on the Mi-share market. The express delivery industry also entered the capital era within this year.
Among A-shares, Shunfeng’s total market value exceeds the sum of the three major express delivery companies, STO Express, YTO Express and ZTO Express, and the wealth of its actual controllers has skyrocketed again.
This is the power of capital.
After the market closed, Gu Junhao said to Wang Ruoyu: "Starting tomorrow, reduce your holdings in Shunfeng Holdings and only keep a base position of 10 million yuan."
"No problem, boss. Just watch it." Wang Ruoyu said excitedly.
With the lurking of the two Youpengs, the profit of Shunfeng Holdings held by Junshi No. 2 has exceeded 60%, with a profit of more than 720 million yuan.
Junshi Value Investment also achieved considerable returns, earning more than 50%, and the two funds earned a total of more than 1 billion yuan!
The express delivery industry is not a winner-takes-all industry like the Internet. The market value of Shunfeng alone exceeds the combined market value of the three major express delivery companies listed on the A-share market, which is obviously overvalued to a certain extent.
The institutions' expected price has also been reached, so it is more reasonable to reduce positions at this time.
Shunfeng Holdings has also become the first stock to be liquidated for profit after the net value of Junshi No. 2 returned to unity.
