Future chat group

Monday, June 6th, Yangcheng, Thunder Investment, conference room.

The temperature in the morning was about 26-7 degrees, and the sun was shining brightly. Everyone in the company was in a good mood, especially those in the investment department. They just wanted to put a sign on their forehead with the words "I am in a good mood".

Seeing Lei Hao enter the conference room, everyone quickly put on a more serious expression, placed their palms on the documents, and waited for Lei Hao to speak.

"I'm really not used to it." Lei Hao muttered in his heart.

He was always the first to speak, but he was really not used to such a majestic posture.

Look, without saying anything, several subordinates who used to be laughing and joking now began to know how to keep quiet.

"Is the program finished?" Lei Hao started talking.

"Yes, there are 357.6 million yuan in the fund's account, and 95.4 million yuan in the company's own project account. In terms of profit..." Jiang Huiyi took up the topic and talked about the financial situation.

The foreign exchange work at this stage has made a lot of profits, and Lei Hao used the company's project to convert private funds into working capital, so he has the convenience that many expenses can be spent from the Sunshine Private Equity Fund account.

Then, the overall profit margin is 19.3%, but when it comes to the fund, it is only 19.2%. The reason is... it has made money, a lot of money, and the trust and investors said that it is trivial to bear a small channel cost.

"Have all the information I requested printed out?" Lei Hao turned to look at Lin Lirui.

"Well, Mr. Yu, Leo and Brother Zhao all received the electronic version first, and also got the printed copy." Lin Lirui stood up and said that she had done a good job.

Leo, Yu Rong, and Zhao Lichen also nodded, and Leo said: "After reading it, Lei, with more than 400 million yuan in capital, this is how you plan to operate it?"

"I want to hear your analysis." Lei Hao sat down, opened a pack of cigarettes, threw them to the three old smokers, and signaled Yu Rong, an investment consultant and information analyst with many positions, to come out and speak.

"Then I will come out and express my opinion first." Yu Rong has been very happy recently. He has thrown away half of his bad luck hat, and he looks proud when talking in the circle.

"First of all, there is a high probability that funds will enter the stock market. From the perspective of the economic situation, my country's economic growth is at the bottom of the L-shaped I column. It is unclear whether the predicted L can be turned into a V, but I personally feel that The securities market may be one step ahead of the real economy..."

"After relieving some pressure, the country will definitely not allow the economic development speed to stagnate again. Turning a blind eye to incoming funds or even cutting interest rates to release liquidity is a good signal. However, we must see another point..."

Yu Rong talked eloquently and had been getting along with Lei Hao for a while. When he spoke, he tried to talk as little as possible about unfamiliar professional knowledge, which was considered well-intentioned.

Lei Hao could hear Yu Rong's accommodating intention, and felt embarrassed and happy at the same time, but he couldn't pretend to be fat, anyway, he could make money and learn at the same time.

With top students from various prestigious schools providing real-time explanations, and with foresight of future information, Lei Hao's learning environment can be regarded as one of the best in the world.

Yu Rong's meaning is also very simple. He feels that the policy no longer allows the possibility of a sharp decline in the index. He feels that now is a very suitable time for fund assets to enter the market, but he does not dare to refute Lei Hao as to where the funds should flow. The arrangement only slightly highlights a few sectors such as banks and securities firms.

"Cow." Lei Hao sighed in his heart and glanced at Yu Rong with a smile on his face, which made the latter feel reassured.

Through several pieces of future information, Lei Hao speculated on the trend of large-volume fluctuations in the stock market. Yu Rong did not have future information, but he also analyzed changes in the general direction and put forward roughly the same view as Lei Hao. This is ability.

As for Leo, when he saw Lei Hao moving his eyes, he nodded continuously, indicating that he agreed, but he didn't take it seriously. Horizontal accumulation and other things were too boring for traders.

"What about Qiming shares? Leo, how many shares do you expect to buy?" Lei Hao asked.

"Lei, the market value of that company is only 600 million, and it is still controlled by your State-owned Assets Supervision and Administration Commission. The average daily trading volume is pitifully small. If we move too much, it is easy to hit the line. If we move too small, it will take a long time to build a position." Leo said bitterly. Face, said: "You only give me a week, god, it will be difficult for me to handle it."

Lei Hao grimaced and stared at Leo. The latter immediately lost his battle and said, "OK, OK, I will try my best."

After Leo said this, he looked at Zhao Lichen with an inexplicable look.

It is common for Lei Hao to build positions in small-cap stocks during his profit period, but for the current team with hundreds of millions of funds in hand, this has become a chore, because while you are looking at other places, you are also It is simply torture to look at the many trading orders here.

Lei Hao knew very well that Leo was used to playing with big waves and felt that small balls were not enough, so he was ready to let Zhao Lichen suffer. However, it was common for experts to train rookies, so long as the work could be completed.

"It's been a bit harder recently. When the new people arrive, we can relax a little bit." Lei Hao wrote a blank check. The company's recruitment plan is currently a little hampered. Either Thunder Investment looks down on their ability to only focus on small companies, or they are I don't like Lei Investment, which is just a small company.

So when it came to recruiting new people, Lei Hao actually felt a little guilty. He also wanted to throw money at them, but the problem was that it was difficult to find people to throw money at.

Fortunately, the ship will naturally go straight when it reaches the bridge. Although Lei Hao's next plan cannot make the few people here relaxed, it can be regarded as adding manpower to the company, because he wants to take over the bond investment department of Wanbei Investment.

"Okay, everyone follows the plan." After confirming the fund's affairs, Lei Hao turned around and asked Lin Lirui: "Urge the actuary to calculate the data quickly. I will make an appointment at noon. If you have dinner with someone, how can you talk about it without ordering anything?"

"10 o'clock, give the data before 10 o'clock." Lin Lirui nodded, and then asked curiously: "Manager, do we really want to acquire Wanbei's bond investment department?"

Leo and others also looked at Lei Hao curiously.

Now the company's investment department is short of everyone, but Lei Hao has never been interested in bonds. Why did he suddenly want to acquire such a bond investment department? They even have only two or three kittens in the securities investment department, so they want to establish a bond investment department. It is nonsense.

There was no need for Lei Hao to hide it from the people present, so he simply said three words: "Convertible bonds."

The bond investment department of Wanbei Investment is a weird one across the country. They are very fond of corporate bonds in the agricultural sector and hold a bunch of convertible bonds from listed companies in the agricultural sector.

This is what Lei Hao values. He wants to make money and recruit people.