The investment era of rebirth

After hearing Su Yu's words, Yang Hao's expression gradually became serious.

He had never thought about his problem before, but now... after Su Yu reminded him, he thought about it carefully and found that it was indeed the case.

After he broke with his father, as one of the group's major shareholders, and after his mother's death, a group of old people who remained in the group rebelled against the uneven distribution of interests on the existing group's board of directors. He has indeed become a leader among some people.

The biggest obstacle on the way to the pursuit of core interests.

"You once said..."

Su Yu paused for a while and continued: "Chen Qingnian of Raytheon Security Company was a ruthless person when he made his fortune from the 1990s to the new century. For such a person... many bottom lines may be broken.

Now that you have publicly broken up with your father, I think in order to avoid any eventuality, you should pay more attention to your own safety."

"Thank you Brother Su for the reminder." Yang Hao pondered for a while and replied, "But if Chen Qingnian can really stand up and deal with me, I think... I would be happy to see it. After all, this would really confirm it.

My guess is that as the saying goes, 'If you don't enter the tiger's den, you won't get the tiger's cubs.' I am willing to take this risk."

Among Yang Hao's practical demands, his core goal demand is not actually the control of Kumho Group.

Instead, he wanted to find out the truth behind his mother's death in a car accident, avenge his dead mother and the people he loved, and give them justice.

As for the group's disputes and winning or losing at the shareholders' meeting, he doesn't take it that seriously.

Of course, if his speculation can be followed...

In order to force out the Chen family forces hiding behind his father and find out the truth of what happened back then, he would not mind using himself as 'bait' to catch the big fish 'Chen Qingnian'.

"Okay!" Su Yu nodded slightly and said, "I've said everything that needs to be said. You just have to know exactly what to do."

"Yeah." Yang Hao nodded in response.

Afterwards, the two continued chatting for a while, finished lunch, and then dispersed.

By the time Su Yu returned to the company, it was already 1:32 pm. After the continuous correction and shrinkage in the past few days, the three major indexes had resumed their upward trend today.

"How?" Su Yu came to the trading day and asked Li Meng.

Li Meng saw him sitting down at the computer workstation next to him and said with a smile: "The upward trend of the index has continued the strong trend in the morning, and both the main board and the GEM index are all rising with heavy volume, and various stocks have pulled back in the early stage.

Popular sectors and hot concepts are also rebounding sharply. It seems that the adjustment of the index should be over in the short term."

"And just as you guessed before..."

"For each of the stocks we have established positions, the maximum correction in this round is around 20%. Among them, three stocks, such as Wangsu Technology, LeTV, and Fenda Technology, have been continuously attacked by market funds. The correction range in this round is all at 10%.

Within, now...these stocks are almost reaching their previous highs."

"It seems that institutional funds are accelerating the flow of core constituent stocks with good future expectations on the GEM, and the trend has not stopped." Su Yu listened to Li Meng's report, hurriedly turned on the computer, switched the interface to the stock market trading conditions, and continued with a smile.

, "What about the future 'Shanghai Free Trade Zone' concept stocks that we want to build a position in? Is there any news recently?"

Li Meng replied: "No, Lujiazui, Shanghai Materials Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment...these concept stocks related to the 'Shanghai Free Trade Zone' we have formulated have been almost completed since our first investment.

It has been a week, but in the entire market, except for the traces of our capital intervention, basically... no other main funds have been found. Mr. Su... regarding this news..."

Li Meng kept thinking in his mind.

Regarding the major strategic news about the country's macroeconomic layout of the "Shanghai Free Trade Zone", small private equity institutions like them can get some rumors in advance, so... all the institutions in the country must have received such news.

If there is news, naturally there will be big financial institutions making the same layout and choices as them.

But now... the development of things doesn't seem to be like this.

They have been involved for a week, but all the main funds in the entire market have not paid any attention to the main line of the "Shanghai Free Trade Zone" or showed any signs of intervention.

This made Li Meng seriously doubt that the news Su Yu had received was a pure rumor.

"It's okay, just wait patiently." Su Yu said, "There is still half a month until August. Whether the news is true or false will become more and more clear when the time comes to cash it in. Now... no need

Don't worry, just continue to implement the investment strategy we originally formulated."

"Okay!" Li Meng saw Su Yu insisting and said nothing.

"Have the positions of each stock been completed now?" Su Yu stared at Waigaoqiao, who was still following the fluctuations of the index, and continued to ask.

Li Meng replied: "Lujiazui, Shanghai Materials Trading, and Shanghai-Hong Kong Group have established positions of 50 million each. Pudong Jinqiao and Jinjiang Investment have established positions of 30 million each, adding a total of 210 million new positions.

, excluding your newly established positions, the overall position line of the fund is already close to full position."

"Okay!" Su Yu replied, "I won't rush to add more to the remaining funds."

"Yeah." Li Meng responded, staring at the market and doing intraday trading operations, and no longer continued to increase his position in "Shanghai Free Trade Zone" related concept stocks.

Su Yu set his sights on three stocks: Shanghai Steel Union, Jincheng Fenjiu, and Waigaoqiao.

I looked at the three stocks in my account, with a total position of 120 million, and the remaining cash of more than 30 million, but there was no action.

He is waiting for a new market opportunity to appear.

Then he used the position chips in his hand to launch a sniper attack on the main positions of Jingda Investment, a private equity institution.

In his patient waiting and observation.

At the close of trading at three o'clock in the afternoon, the Shanghai Stock Index finally returned to the 2030 point mark, while the GEM Index rose again by more than 3%, returning to 1100 points. Among them, Internet Speed ​​Technology, Fenda Technology, LeTV, Oriental Fortune...

Many core component stocks surged by more than 5%, and several even hit new highs in the early rebound, refreshing history.

And among the stocks Su Yu is paying attention to...

After going out of the sky, Shanghai Steel Union encountered two consecutive lower limits. After several days of sluggish adjustments, it finally avenged its shame today and reached the daily limit, closing at 21.73 yuan; Jincheng Fenjiu stock price closed at 13.36 yuan, an increase of 2.13

%, which is similar to the increase of the Shanghai Index. The trading volume is still sluggish, and the intraday turnover is only more than 70 million. Waigaoqiao's stock price closed at 13.15 yuan, and the increase is similar to that of the Shanghai Index. There is no independent trend of its own, and the intraday turnover is also sluggish.

There are no traces of other major capital attacks.

After the market closes, at 5 p.m.

Before the announcement of the new Dragon and Tiger list, Su Yu paid attention to Jincheng Fenjiu, and held a position of more than 40 million, and released its semi-annual performance report. According to the report, the company's performance dropped when the entire liquor industry encountered a 'plasticizer' crisis.

There has been a certain decline compared with the previous year, but the company also stated in the report that this impact is temporary and that in the second half of the year, after the plasticizer crisis subsides, the performance will definitely improve.

Facing such a report... Su Yu felt happy inside.

Of course, his joy was not that Jincheng Fenjiu's fundamentals had improved and that the stock price was expected to reverse, but that this not-so-bad report was enough to make Jingda Investment, which was heavily invested in it, feel happy.

There is little hope that he will not liquidate his position and exit, which will be more conducive for him to use this stock to attack Jingda Investment, a private equity institution.

After the "plasticizer" crisis, after more than half a year of decline.

The valuation of the entire liquor sector is actually quite low. For example, Qianzhou Moutai, the leading liquor sector stock, has fallen within 15 times of its PE. And based on last year's profit and dividend calculations, even if profits do not grow, the dividend rate

It is already greater than 5%, which can be described as underestimated.

But Su Yu knew that when market expectations, that is, the fundamentals of the industry completely change and deteriorate.

In fact, undervaluation of stock prices is a valuation trap.

He knows that in the future, with the further tightening of "three public consumption", with the widespread implementation of "drunk driving", and with the "plasticizer" crisis, the performance of the liquor sector will continue to be under pressure, and due to

The entire market capital subconsciously avoids the liquor sector. Currently, the valuation of the liquor sector, which is generally 15 times PE, will continue to be compressed. Even many third-, fourth-, and fifth-tier liquor brands have suffered a series of losses and are on the verge of ST’s delisting.

.

Under this expected future situation...

The liquor consumption sector currently seems to be severely undervalued, no matter how excellent its current performance is, it is a complete investment trap.

After the release of Jincheng Fenjiu's semi-annual report results, amidst discussions in the entire market, major fund core managers within Jingda Investment, which has a heavy position in this stock, also had a wave of heated discussions.

In the end, everyone united their opinions.

He said that the valuation of Jincheng Fenjiu has dropped to 12 times PE, and the profitability is not bad. When the impact of the 'plasticizer' crisis is slowly dissipating, the stock price has no room to fall, so he decided to continue to hold the position.

, waiting for the simultaneous reversal of performance and stock price.

Two hours after Jincheng Fenjiu announced its semi-annual results report, that is, 7 p.m.

In the midst of heated discussions about the performance of Internet Speed ​​Technology, Fenda Technology, Huaqingbao, and Changqu Technology, which have doubled in performance, and the future is promising, stocks such as Waigaoqiao, Shanghai-Hong Kong Group, and Shanghai Steel Union also released half-year reports.

Report performance.

It's just different from the beautiful financial reports of Internet Speed ​​Technology, Fenda Technology, Huaqingbao, and Changqu Technology.

The semi-annual results of Waigaoqiao, Shanghai-Hong Kong Group, and Shanghai Steel Federation were terrible, with a significant decline compared with last year.

Of course, here is the financial report of Shanghai Steel Federation, which is the most discussed and passionate. After all, this check has been repeatedly speculated by hot money in the market for the past month and a half. The trend is either rising or falling. Compared with the lowest point in May,

It has increased by almost 1.5 times, and its popularity and popularity are extremely high.