Chapter 249 Junshi No. 2’s Idea of Building a Warehouse
Chapter 249 Junshi No. 2’s idea of opening a position
Author: Ru Meng Ru Hua
Chapter 249 Junshi No. 2’s idea of opening a position
Gu Junhao was silent for a long time, which made Zhang Yiru think that he was drunk, so he pushed Gu Junhao and said, "Do you want to go to bed early?"
Gu Junhao also drank a lot today. There is really no limit to how crazy these young employees can get. Gu Junhao, the boss, can say that the male executives of Junshi Capital were drunk even more.
Not only male employees, but also female employees such as Li Xinyu and Liu Tingting also used cups filled with Sprite to try to fish in troubled waters.
"Ah? I didn't drink too much, I was thinking about a problem." Zhang Yiru pushed, interrupting Gu Junhao's train of thought.
The train of thought has been exhausted, and since he drank some wine today, his reaction will inevitably be slower, so Gu Junhao simply stopped thinking about this issue and will wait until he returns to the company tomorrow.
There is no rush, November has just begun, and there is still enough time to open a position.
Then, Gu Junhao also said to Zhang Yiru: "It's good to go to bed early. I'm really a little tired today."
Zhang Yiru said narrowly: "It turns out that Xiao Gu also gets tired sometimes. I thought you wouldn't be tired."
After more than a year of being a couple and getting along with Gu Junhao in private, Zhang Yiru had let herself go and had a tendency to become a veteran.
"Haha, I'm just a little tired, but plowing the fields once should be fine. You'll know after you try it." Gu Junhao still insisted.
As a man, you definitely can't say you can't do it, you have to do it even if you can't do it.
"Okay, okay, I'm kidding you, you're pretty good, go take a shower quickly, I have to call my parents."
The issuance of Fund No. 2 is also a big event for people close to Zhang Yiru and Gu Junhao; Gu Junhao did not have time to reply one by one, so he left all these to Zhang Yiru.
At this time, Gu Junhao also missed his parents in his previous life. He didn't know whether they were doing well or not. He hoped that the owner of this body would exchange souls with him instead of his previous life dying directly.
This may be better for them.
Tuesday, November 4, 2014.
Today, when Gu Junhao came to the company, he first injected 15 million yuan into the company's account. This was the loan he agreed to provide to the company in his own name at the end of last month.
Gu Junhao had solved the problem of the source of funds last weekend. When Junshi No. 2 was issued yesterday, it was officially transferred into Gu Junhao's personal account.
"Tell Director Guo that I have transferred the funds to the company account and ask him to remember to check it," Gu Junhao said to Li Xinyu.
"OK."
"Oh, by the way, one more thing. Tell Director Guo about last month's salary, and the whole company will receive a special bonus. It can be regarded as a red envelope for the successful fundraising of Junshi No. 2." Gu Junhao called to Li Xinyu again.
Wages will be paid on the 15th, and rest days will be postponed. Only a bonus will be added. I believe that with Guo Yuanwei's ability, there should be no problem.
"Ah, is it true? Thank you boss, under what standards will the bonuses be distributed?" Li Xinyu said happily when she heard that there were bonuses available.
"Didn't you tell me yesterday that you should stop drawing cakes and come up with something practical? Now here we are. As for the standard, you can let Director Guo decide the standard. It will be the same for all employees. It is equivalent to a red envelope."
This special bonus was just Gu Junhao's temporary idea. He didn't know how much it would be, so he should leave it to Guo Yuanwei. I believe he has a complete set of salary and reward standards.
"Okay, is there anything else?" Li Xinyu knew it. According to his habit, the boss would probably enter the trading room again soon, so he simply asked all the questions at once.
"There's nothing else major. The other thing is to tell Director Shen that traders will be recruited as soon as possible."
If you are a skilled trader who can get started quickly, one or two people plus Xu Jianqing and Liu Tingting will be enough. I hope you can get there soon.
Otherwise, Xu Jianqing and Liu Tingting's workload will be extremely heavy. The 500 million funds cannot always be lying in the account, and they must arrange to open a position as soon as possible.
"OK."
Just as Li Xinyu thought, after Gu Junhao finished handling the matter at hand, he went straight to the trading room.
However, today Gu Junhao is not going to participate in the transaction, but to prepare for Junshi No. 2 to enter the specific selection of the target for building a position.
Affected by the huge increase in funds for building positions, Junshi No. 2's position holding style will definitely change and will no longer be fully biased towards small and medium-sized startup growth stocks. Although small and medium-sized startup growth stocks such as Yinzhijie have good expectations.
However, for positions, unless you want to be the main control party, the best choice is to maintain the capital cost of opening a position at 10 million yuan to 20 million yuan.
If you buy too much, I'm afraid it will be very troublesome to ship the goods, and you may even need to use some extreme shipping methods.
If you use 500 million funds to buy like this, you have to buy about 25 to 50 stocks. Such a scattered operation is like opening a supermarket, and the difficulty of the operation can be imagined.
Therefore, for the second fund, its positioning style will definitely be biased towards some stocks with large trading volume, and the weight ratio will increase accordingly.
Of course, the second fund will still have Dongfang Wealth's position. With Dongfang Wealth's average daily trading volume, there will still be no problem if we buy another 40 to 50 million positions.
"Hey, boss, you're here, have you chosen the target to open a position?" Seeing Gu Junhao enter the trading room, Xu Jianqing asked quickly.
"The new target hasn't been selected yet, but you have something to do today." Gu Junhao said with a smile.
"Ah? What are you doing if you haven't selected the new bid? By the way, boss, Blue Stone has been reinstalled and launched." Xu Jianqing said with some confusion.
"Today you and Tingting will first open a position in Dongfang Wealth, and try to buy enough chips for 50 million yuan between 17 yuan and 18 yuan."
"As for Bluestone's reinstallation and launch, don't worry about it. You are now the trader of a 500 million private equity fund. Don't just stare at those multi-million transactions."
This stock has been on the market for too long. I originally thought that the market situation at the end of October would not be very good, so he would open the market in advance, so that he could take the opportunity to do short-term trading.
However, from the current point of view, this stock has a tendency to become a monster, and short-term monster stocks are no longer in line with Gu Junhao's long-term investment philosophy.
Although there is no essential difference between investment and speculation in terms of stock trading, for large funds, it is not necessary to participate in these transactions when there is insufficient manpower.
"Ah, you are still building a position. Boss, how much do you like Dongfang Fortune? It has already increased to more than 17 yuan."
Xu Jianqing said speechlessly, Dongfang Fortune rose 5.09% yesterday, and the stock price hit a new high for this round of rebound; Wang Ruoyu and Liu Tingting in the trading room also looked at Gu Junhao in surprise.
"Well, keep buying, he has started a trend. You should try to reduce the cost of holding positions." Gu Junhao nodded. At present, the average daily trading volume of Dongfang Fortune has exceeded 700 million yuan.
The establishment of a position of 50 million yuan can even be completed within one or two trading days. If the cost is not considered, it can be completed within one trading day.
Gu Junhao's idea is to open a position of 50 million yuan first. It would be best if Dongfang Wealth starts quickly. This can also quickly increase the profit range of his position and ensure safe holdings.
If, like the previous period, it maintains a high level of sideways fluctuations or even a correction, then it will continue to invest 50 million yuan in funds and use this funds to conduct liquid warehouse operations.
"Okay, you can go to work. Don't disturb me if you have nothing to do today." After the explanation, Gu Junhao returned to his seat and started picking stocks.
Judging from the current trend, this bull market has passed its first stage. The Shanghai Composite Index has rebounded since May and June, with an increase of close to 20%, and most stocks are in a general upward trend.
The first round of bargain hunting is relatively the simplest and most difficult. In the general rising market, most stocks have a good upward trend. The simple thing is that as long as you buy stocks at the right time, you will have good results if you hold them till now.
income.
It is difficult to say that it is difficult to grasp this opportunity, and it has lasted nearly five months. Seeing that the stocks they hold have performed mediocrely, it is difficult for many people to grasp it.
The first stage of bottoming out and rebounding has passed, and the bull market has entered the second stage. The difficulty of stock selection at this stage is relatively more difficult, and the general rising market cannot continue forever.
The differentiation from general gains to specific sectors undoubtedly increases the difficulty of specific stock selection; however, this is not difficult for Gu Junhao.
As mentioned before, this bull market is a bull market for small and medium-sized startups and growth stocks, and it is also a bull market for concept sectors.
Unable to choose a large number of small and medium-sized startup stocks, Gu Junhao wanted to start stock selection from conceptual sectors; such as the Internet financial sector represented by Dongfang Fortune and Tonghuashun.
Secondly, there is the concept of state-owned assets reform, which is dominated by central enterprises. The suspension of North and South Railway also gave Gu Junhao a lot of ideas. Gu Junhao decided to look for opportunities among some central enterprises with Chinese prefixes and smaller plates.
The other is the brokerage sector, but Xibu Securities cannot be bought, and a new brokerage stock must be found. Similarly, this time Gu Junhao still will not choose the leading brokerage stock.
After clarifying his ideas, Gu Junhao finally determined the specific position holding style of Junshi No. 2: "Internet finance + securities firms + state-owned assets reform of central enterprises."
Internet finance is still Dongfang Wealth, while the brokerage sector is a general term, and Gu Junhao's favorite Yongcheng Bank may be added to form a pan-financial industry holding portfolio.
In the reform of state-owned assets of central enterprises, there are some stocks with Chinese prefixes. Most of these stocks are concentrated in the Shanghai stock market, so Junshi No. 2 stocks held in the Shanghai stock market will definitely increase.
With the specific stock selection sector, it will be relatively easy to choose. After a day of screening, Gu Junhao finally selected two stocks, a brokerage stock and a Chinese-headed stock in the state-owned enterprise reform concept sector.
Three positions are definitely not enough, but there are currently only two traders, and the two new targets plus Dongfang Wealth are enough to keep them busy for a few days.
"We will start building positions for these two stocks from tomorrow, and buy 100 million yuan for each target."