Future chat group

The company's position in Qiming Shares is not large, but Lei Hao personally holds stocks with an original market value of 20 million, which is really a top priority.

At a glance, the current price of Qiming shares is 4.29, which is already at the daily limit. More than a dozen stocks such as Zhongzhong and China Animal Husbandry have also been sealed at the daily limit. All the underlying stocks of Lei Hao's heavy positions are included in it.

However, as the interpretation of the policy became more in-depth, the market became much more rational, and some of the buying orders at the daily limit were gradually withdrawn, and funds were instead invested in other related stock targets.

At 11:30, except for Qiming Shares, the rest of the stocks no longer have their daily limits closed. Due to Lei Hao's participation, yesterday's closing prices of several stocks such as Zhongzhong and Zhongmu were nearly 5% higher than the original time and space. Their stock prices It started to loosen, but still stood firm at the daily limit.

"Go and bring something to the conference room. We need to have a meeting while eating." After the market closed at noon, Lei Hao walked out of the trading room and ordered Li Yingfeng.

The stock has risen, what should we do next? How much can policy benefits contribute to valuation? Should I take the opportunity to exit? Lei Hao has to make the decision on these things.

The financial industry is like this when it is busy, and you can't even feel at ease when eating. Zhao Lichen, Leo and others also understood it and showed no complaints.

As for Lin Lirui, Yu Rong and Xia Yibei, they are already very busy at this time. They are responsible for information collection and information analysis. This is an extremely tense moment.

"I suggest closing the position." Compared with the few people in the trading room, Yu Rong and Xia Yibei had already read some analysis documents. Yu Rong stood up first and said: "We have to consider the speed and timing of exiting the market."

"Yes." Xia Yibei also quickly added: "After the big rise, it is likely to be an adjustment period. At this point in time, it is conducive to our exit. Personally, I feel that after the two days of good news over the weekend, the valuation of the agricultural sector will It will be stabilized and the price will be slightly lower than the current price.”

After briefly speaking out their suggestions, Yu Rong and Xia Yibei looked at Lei Hao nervously, like students waiting for the verdict.

It's no wonder that Lei Hao has put too much pressure on his subordinates during this period of time.

As a subordinate, Yu Rong sees that his boss can make the right decision every time, and he has become a yes man. If he doesn't make some achievements, how can he survive in the future?

Xia Yibei was almost knocked unconscious by Lei Hao when he first arrived. In order to express himself and get a better environment and treatment for his future work, he had to work hard.

However, Leo and Zhao Lichen were both silent. They were traders, and they felt that they could not determine the market outlook for the time being. They could only secretly make up their minds to be the best at trading.

Everyone in the audience just watched Lei Hao sitting there flipping through documents. When Lei Hao asked casual questions from time to time, either Yu Rong, Xia Yibei, or Leo would clearly give the answers to their work fields. reply.

"Except for Qiming shares, let's clear out other stocks related to this good news and transfer funds to heavyweight stocks." After referring to the opinions of his subordinates and reading the key analysis report documents, Lei Hao made a decision.

To clear a position, you must find the right price, and the same is true for Lei Hao, but he has an advantage, that is, the expected profit for the next week has been locked in.

For example, if you sell your stock for 100 yuan now, if the underlying stock rises to 101, it means you will earn 1 yuan less. But Lei Hao also made 1 yuan with this 100 yuan, so what is he afraid of? Where is it not making money?

"Qiming Shares?" Yu Rong, Xia Yibei and others exchanged glances with each other. The fund's holdings of this stock were very small, but the account representing Lei Hao's personal property had a high position.

Although they didn't understand Lei Hao's approach of clearing out other stocks and only keeping Qiming shares, no one said anything.

Or to be more precise, when the proposal to clear the warehouse was confirmed by Lei Hao, Yu Rong and others seemed to have tears in their eyes.

It's not easy. This is the first time that Lei Hao has almost completely accepted the opinions of his subordinates. This can be celebrated by setting off a firecracker.

"Qiming's market is a bit weird. It's okay if you don't clear your positions." Xia Yibei said without conscience. In fact, he felt that the stock price of Qiming Group was on the high side. It was too weird that there were too many buying orders at the daily limit at this moment. On the contrary, it was the last Stocks that should be liquidated.

"Flatterer." After listening to Xia Yibei's words, Yu Rong cursed in his heart. Feeling the pressure of competition, he immediately said: "According to the actual valuation of this stock, the current market situation is indeed very strange. I feel that the market outlook is It will either go up or down, and it doesn’t matter if Mr. Lei wants to take a small gamble, our company’s profit margin is huge anyway.”

"Hahaha." There was laughter in the conference room.

Indeed, with the current performance of Thunder Investment, if Lei Hao wants to take a small gamble for pleasure, anyone can only accept it obediently. Isn't it just a profit or loss within one million? What's the big deal.

"Tell me more about the Qiming stock." Lei Hao was very happy to be flattered by Yu Rong and Xia Yibei, but he still asked.

Yu Rong and Xia Yibei also explained seriously.

With an in-depth analysis of Qiming Shares, Lei Hao felt a little surprised. The stock's business prospects showed no signs of improvement. Even with the benefits from the Ministry of Agriculture, it should not have so many buying orders even if it reached the daily limit.

"Which of you knows the details of the contract between Qiming Group and South Korea?" Lei Hao asked.

"South Korea?" Yu Rong and Xia Yibei both frowned, and then Xia Yibei, who understood the details better, said: "Obviously, this kind of contract involving politics cannot be canceled at will even if it suffers a loss. Qiming's valuation has been This contract drags down a lot.”

"If the contract is cancelled, how much can its valuation increase?" Lei Hao asked.

"My team and I have done actuarial calculations on this point," Xia Yibei said: "If we add in today's favorable new policy from the Ministry of Agriculture, the exercise price of the bond convertible bonds will increase by approximately 26.5%."

"26.5%? Divided by 115%, wouldn't it be 10%, which is exactly today's increase." After calculating the 15% figure, Lei Hao suddenly became excited. This was the figure Leo had estimated.

"There may be changes in the Korean contract. Does Manager Xia have connections in Qiming Group? Can you call me and ask?" Lei Hao asked with a smile.

Xia Yibei certainly couldn't refute the boss's request. He took out his mobile phone that had been set to conference mode and made a few calls. The more he contacted, the weirder his expression became.

After making all the phone calls, Xia Yibei looked at Lei Hao with admiration in his eyes.

At this time, in Beihe Province, in the office of the chairman of Qiming Group, several directors looked at the person who had just hung up the phone, and their nervousness was palpable.

"Why? Why would anyone know this information?"

"Did anyone on our side leak the news?"

"Damn it! Traitor!"

The director who hung up the call with Xia Yibei wiped his sweat and said helplessly: "I don't know, Lao Xia said it was their boss who guessed it."

There was a moment of silence in the office...