My Fintech Empire

The following day, Friday 31 July.

Following Wednesday's explosion and yesterday's shrinking rebound, today's A-share market opened, and the two markets directly gapped and opened higher. The Shanghai stock index opened at 3354.68 +1.00%.

The first hour after the opening of the two cities, there was a shock and rebound. At around 10:00, the market rebounded from the 10-day average price line and filled the control gap below, and then began to fluctuate all the way up.

Many stockholders were not convinced and felt unwilling to be washed out, so they came in again today.

...

The trading room on the second floor of Jingxinju Villa.

At this moment, Fang Hong is orderly directing the girls to carry out trading transactions, while processing yesterday's incoming tickets, he should run away, and continue to hold those that should not be sold.

Today, he is still involved in writing new bids, and now he is doing it in rotation with half warehouses, instead of working hard with full warehouses.

At the same time, Fei Liang, a trader at the self-operated trading of Xinhong Securities next door, saw that there was no movement in the target of the boss's intervention, and immediately said to the trader under him: "Zhongguo Ocean, Zhonghai Container Lines, Zhongguo Shipping, Zhongyuan Shipping , Zhongji Group all started to buy!"

The big guy "mined" yesterday and today backhanded the rhythm of "charting a boat" for export, and this one went back to the shipping sector to superimpose the ticket with the Chinese prefix.

After a while, Fei Liang refreshed Fang Hong's background data, saw some new tickets involved, and said decisively: "Mark Baotou Steel, Jinan Iron and Steel, Angang Steel, Antai Group, Yantai Chemical."

After a period of time, Fei Liang refreshed the background data and continued to mark several bids of the boss. He found that the boss was doing half positions in the past two days, and he also reduced his positions by half in proportion.

It can be said that Fei Liang is almost a mirror image of Fang Hong's ticket, and he is lying without a brain anyway.

As of today’s close, the Shanghai Index rose +2.72% to 3412.06 points, regaining the 3400-point mark; the Shenzhen Component Index rose +3.00% to 13670.72 points. The total turnover of the two cities was 334.6 billion, shrinking and rising again.

Account position data after market close:

Target holdings: 15 individual stocks

Profit and loss of the day: +56.3 million yuan

Profit and loss ratio: +2.61%

Cumulative income: 1.51125 billion yuan

Total Yield: +215.89%

Total assets: 2.21125 billion yuan

At the close of trading today, Fang Hong’s account held only 4.5 layers of positions overnight for the weekend. When the market opened next Monday, he cashed out the 4.5 layers of positions and took a short break. After half a year of hard work, he really should take a break.

...

At around 17:35 in the afternoon, Tian Jiayi came back from get off work and reported to Fang Hong the company's clearing situation in the A-share market.

"All the targets that need to be cleared have been cleared today. This time, Company A estimates that the market has cashed out 122.5 billion yuan. The company's current cash reserves are about 131.8 billion yuan." In the study on the second floor, Tian Jiayi is reporting this to Fang Hong. thing.

"You give this material to Hua Yu." Fang Hong handed Tian Jiayi the folder he put on the desk, and added: "Follow the requirements in the material and perform the corresponding operations."

This material is the subject of A-share listed companies re-screened by Fang Hong in the past few days. In the next month, the market will drop rapidly for a month, and Qunxing Capital will enter the market again to buy the bottom.

It not only solves the potential troubles that were used by some institutions before, but also forced to make a fortune by the way.

For the funds for the second entry, the company itself paid 70 billion yuan, and then pledged the 700 shares of its holdings, and placed about 30 billion yuan, that is, about 100 billion yuan to go long in the A-share market.

At present, the size of big A is not suitable for entering too much funds. With the 100 billion funds entering the market this time, most of the stocks in the division do not intend to hold them for a long time. Except for a few core assets that can pass through bulls and bears, the rest will be in the stock market. All will be withdrawn around the end of December this year.

So you can't increase leverage indiscriminately, so as not to spit out the meat you eat. If you are caught, you will have to cut the meat, or you have to wait until the big bull market in 2015 to get rid of it.

Even some of the core assets that can pass through the bull-bear must depend on the situation. For example, in the future, because of the "three public" consumption problems of Maotai, the stock price will be cut in half, and risks must be avoided.

With the amount of 100 billion yuan entering the market, Fang Hong expects to achieve a rate of return of +30 to +35% by the end of the year, that is, a profit scale of 30 billion to 35 billion yuan.

Tian Jiayi took the document from Fang Hong and looked at him and said, "There is one more thing. Mr. Hua greeted me today. The 10 billion yuan Huayang Group exchanged for you is going to be directly converted into debt and equity. , Change the equity held in Qunxing Capital."

This 10 billion fund was exchanged by Fang Hong with Huayang Group for his benefit rights for the next 30 years last year. Fang Hong also told Huayu at that time that if Huayang Group does not plan to take the money If you go back, then debt-to-equity swap.

With a valuation of 350 billion yuan, it will be fused into Qunxing Capital. In this way, the 10 billion will belong to Qunxing Capital's assets, and Huayang Group will obtain 2.85% of Qunxing Capital's equity.

Of course, Huayang Group does not directly hold the equity of Qunxing Capital, but is reflected in the company "Shenxing", a limited partnership that controls Qunxing Capital.

Investors who want to invest in Qunxing Capital do not directly hold shares in Qunxing Capital, but invest in the company "Shenxing" as a resource party, and "Shenxing" only holds shares in Qunxing Capital, so they have calculated the consideration and bought shares in "Shenxing" "Star" is to invest in Qunxing Capital.

Prior to this, Huayang Group had already invested 1 billion in Qunxing and obtained 5% of the equity. This time, it decided to convert the 10 billion into debt-to-equity swaps. After dilution and conversion, Huayang Group is equivalent to holding 7.7% of the equity of Qunxing Capital. .

The 1% equity held by Huayu will be diluted to 0.97%, and as an executive of Qunxing Capital, his equity will be placed in the company "Zhenxing", and "Zhenxing" is also The logic of holding shares in Qunxing Capital is the same as that of "Zhenxing", except that "Zhenxing" is an internal executive employee of Qunxing Capital.

Once the debt is converted into equity, the pledge agreement signed between Fang Hong and Huayang Group for the next 30 years of beneficiary rights will also be terminated.

In the end, Fang Hong said simply and neatly: "No problem, just follow the procedure."

Tian Jiayi nodded: "Okay."

Now Huayang Group really no longer doubts Fang Hong's valuation of Qunxing Capital. Now the net assets alone have exceeded 200 billion, and it only took one year to expand to such a terrifying volume. quantity.

It's incredible to think about it.

But both Huayu and his father Hua Yongming knew it was true, because they both knew and witnessed how Qunxing Capital rose in the past year.

So even more shocking!

After Tian Jiayi finished her report, she left the room. She returned to her room and changed her work attire into body-building fitness attire. The perfect body curve was outlined. After the change, the beautiful assistant went to the fitness room to exercise.

At this moment, Fang Hong was still in the study. He turned on the computer and logged into the K3478 Weibo account that hadn't been online for two months.

Taking a glance at the number of followers, it has now reached more than 1200W, and is currently the largest financial investment blogger in China.

Fang Hong immediately updated the new news, uploaded the prepared screenshot of the account income, and edited the text at the same time.

This time posting on Weibo is empty, it is based on the judgment that the village wants the market to cool down, and it is also a way to persuade my fans not to give it away. As for how many people will listen, let it be fate.

At this moment, Fang Hong reckons that when this Weibo post is released, especially after the market crashes, the number of fans will probably usher in a surge, and the scale of 15 million will not be too much.

After thinking for a while, Fang Hong hit the keyboard and started editing the text:

[July officially ends today, and the total assets of the account on July 31 are locked at 2.21125 billion. From the transfer to an institutional account at the end of May to now, it took two months to make a +215% rate of return, with an absolute profit of 15 billions. 】

[I entered the A-share market around July last year, exactly one year has passed, and started to achieve the current more than 2.2 billion with nearly 60,000 yuan in the market capital. The return on investment this year is +3284037%, which is 3.28 Ten thousand times more, I am quite satisfied, hehe...]

[Let's talk about the market situation, how will the A-share market go? I personally judge that the market in August will usher in an adjustment period. I personally hold a bearish view on the overall market in August. There are six reasons for being bearish. 】

[Factor 1: The market lacks hot spots and new catalysts;]

[Factor 2: The chain growth situation of industrial added value has been broken;]

[Factor 3: Release profit-making selling pressure, too much profit-making in the early stage, even nearly doubling profits;]

[Factor 4: New loans have decreased, the credit scale in July may be far less than that in June, and the market is facing financing and refinancing pressure;]

[Factor 5: Issuance of new shares is speeding up. The establishment of the GEM Issuance Review Committee is expected to be launched soon. From the perspective of expansion, it will disperse the speculation of market funds on individual stocks, and the GEM will absorb a lot of liquidity from the main board. past;】

[Factor 6: Fund positions that are too high may encounter redemption. Many funds’ positions have reached more than 90%. I personally think that the current market boom has made Christian investors who have been trapped before have reached their original line. It is estimated that there will be many Jimin saw that his fund returned to capital and began to redeem, causing the fund manager to sell stocks in the stock market to cope with the redemption pressure of Jimin. 】

[Generally speaking, for the market in August, I am mainly bearish, and the strategy is to rest with short positions, and play with a small amount of at most 100 million to maintain attention and tracking of the market. 】

...

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