After admiring Zhang Yiru's work status for a while, Gu Junhao also carefully analyzed Tong Huashun's financial report. Tong Huashun officially announced its semi-annual financial report over the weekend.
It is still a few days earlier than Dongfang Fortune. Dongfang Fortune's financial report will not be released until this weekend. Speaking of which, this week's Junshi No. 1 Fund is in addition to Wan'an Technology, which has already been announced.
The remaining three support positions will all announce their official financial reports this week. This week can be regarded as the financial reporting season for Junshi No. 1. The official financial reporting season of each quarter every year will be the most difficult period for stocks.
The economy is currently on an upward trend, and the weekly reports of listed companies are not that ugly. When the economy goes down, the annual financial reporting season can be called a thunderous season.
You don't know which stock will explode, or it may be a stock that you just bought or have held for a long time. Therefore, in his previous life, Gu Junhao usually maintained a light position during this period and would never touch unfamiliar stocks.
But now there is no need to worry about these. During the economic upturn, I bought stocks that I was relatively familiar with, and the ones I was least familiar with were securities companies.
The performance of the securities firm in the first half of this year should not be ideal, but it doesn't matter. The reason for holding it is not because of performance. I believe that most big funds have the same idea.
However, if the officially announced results are too ugly, there should be no shortage of adjustments.
Talking back to Tonghuashun's semi-annual report, Tonghuashun's half-year revenue increased by 25.38% year-on-year, and its net profit after non-exclusion increased by 22.32% year-on-year; both of which were higher than the previous performance forecast.
Among the main businesses, the largest growth was undoubtedly Internet financial information services and mobile financial information services, which increased by 30.26% and 20.08% respectively.
In layman's terms, these two items are Tonghuashun's PC client and mobile client. The gross profit margins of these two items are also very amazing, as high as 84.39% and 81.80%.
"The gross profit margin is even more exaggerated than Maotai, but it's just the beginning." Gu Junhao looked at the financial report with some satisfaction. The only flaw was that the cash flow had dropped a lot.
With the outbreak of the bull market in 2015, the users of Tonghuashun mobile client will show explosive growth. Although the gross profit margin will continue to decline, the growth of user groups is the key to Tonghuashun's success.
Like all Internet companies, a platform that engages in Internet financial services is essentially an Internet company, but it is more unique due to the blessing of finance.
As long as it is an Internet company, users are its foundation. Without users, all revenue will return to zero.
However, judging from the trend, since Tong Huashun hit a new high on August 13, the adjustments for two consecutive trading days on August 14 and 15 were within Gu Junhao's expectation.
The holders in the market cherish their chips very much and are unwilling to sell. This is naturally what the main funds do not want to see. If they cannot get rid of these people by continuing to rise, they can only make adjustments.
Not surprisingly, this eye-catching semi-annual report will not have much impact on Tonghuashun's stock price. It is just an adjustment in two trading days, which obviously cannot satisfy the desires of the main funds.
"Just don't let it fall too much today." The so-called good thing is the bad thing. Gu Junhao is not afraid of Tong Huashun's adjustment. However, it is currently related to the calculation of the market value of his stock price pledge. If it falls sharply today, it will be a bit depressing.
Generally speaking, the proportion of equity pledges should not exceed 60%, but most people are not willing to abide by this, especially after fake accountants promoted the pledge-style reduction routine.
Fake accountants pledged their shares to major banks and institutions, and then ran away with the money. This kind of operating routine caused an uproar in the market, and some actual controllers who did not want the company also followed suit.
Naturally, Gu Junhao would not do such a thing, nor would he risk violating regulations for millions. Calculated from Friday's closing price, Tong Huashun's current market value is 34.4765 million yuan.
Even if a limit-down loss is accrued in advance, the market value is more than 31 million yuan. Taking into account the discount of the market value, if 5 million is pledged, only 4,000 lots are enough.
However, in this way, your position is equivalent to being announced to the public. The pledge of equity by natural person shareholders also needs to be announced. By then, we don’t know what kind of turmoil will occur in the market.
Gu Junhao touched his chin and said thoughtfully. Gu Junxi had thought about this issue when he first thought about pledging the equity. Exposing his position would certainly have a certain impact.
If you really want to keep a low profile, it is easy to scrape together 5 million, and 5 million in cash is not much. In today's loose monetary environment, the bank's credit department should be very willing to lend it to you.
But deep down in Gu Junhao's heart, there is one wish that has never been realized; that is, the fans of Taogu Bar. In a sense, he was able to set up private equity, and the fans of Taogu Bar were indispensable.
Not to mention the likes of Su Mingyu and Jiang Jianbai, this is real money support, but private placement has a certain threshold, and I can't give more benefits to fans.
Nowadays, due to his status, it is even inconvenient to post publicly. The only way Gu Junhao can think of is this kind of public equity operation.
Tonghuashun's stock price is definitely higher than the current price. Although I can't remember the specific high price, how could Gu Junhao, who is extremely familiar with Dongfang Fortune, pay no attention to Tonghuashun.
I remember that the stock price of Tonghuashun was around 100 yuan at the beginning of the time travel. Even if the current price does not include dividends and stock splits, the profit is nearly five times.
The main funds are so deeply involved that they will not give up because of their mere market value of 30 million yuan and the followers of retail investors. At most, the washout will be more intense.
The rewards I can give to my fans are very limited. Through this set of public operations, Tonghuashun is a hot stock recently. If it is seen by interested fans and can hold it firmly, then I will definitely get rewards.
"There is only so much I can do." Gu Junhao sighed inwardly. As for profit or loss, it all depends on personal fortune.
"What are you thinking about?" Zhang Yiru, who had finished her work, interrupted Gu Junhao's meditation.
"Ah, I didn't think about it. Are you done?" Gu Junhao came back to his senses and looked at his watch, 10:30; then he quickly took a look at Tonghuashun's stock price trend.
As expected, the positive performance that exceeded expectations did not make Tonghuashun's stock price rise. After the opening, Tonghuashun opened lower and moved lower. The only time it surged higher in the morning, it failed to break through the flat price. At this time, it remained around 22 yuan.
Shock.
"It's okay, the washing is not too deep, the main force is quite kind." Gu Junhao said with a smile, then closed the computer and said to Zhang Yiru: "Let's go, let's go find your manager and complete the procedures."
"Okay, I'll call the manager first and ask if he's here." Zhang Yiru responded.
After asking clearly, Zhang Yiru took the contract she had prepared with her, and then she and Gu Junhao went to the manager's office.
We all have business contacts, and Gu Junhao is now a popular figure in the Beicang investment circle. As long as everything is in compliance, things go very smoothly.
Subsequently, Gu Junhao, accompanied by Zhang Yiru, went to the securities registration agency. After completing the corresponding procedures, 5 million in cash will soon arrive.
After finishing all this work, it was already noon. The two of them found a pretty good restaurant nearby. Gu Junhao looked at Zhang Yiru sitting next to him and said with a smile: "Your manager is pretending to be doing business for personal gain and letting you fish. Why?"
So, do you want to go to the company with me this afternoon?"
"What does it mean to work for the sake of personal gain? I just work as normal, okay? However, it's not impossible to go to your company in the afternoon, haha."
Zhang Yiru was really moved by Gu Junhao's proposal. She didn't seem to have anything specific to do today. How about the two of them staying together all day?
"Don't hesitate. Send a message to your manager later and tell him that it won't be over today until it's finished." How could Gu Junhao not see what Zhang Yiru was thinking.
"Okay, today you are my client, I listen to you." After taking a sip of water, Zhang Yiru suddenly remembered what the manager just said.
"By the way, our manager just asked you to get a loan directly to avoid the trouble of various procedures, and also made an announcement to expose your position. Why did you refuse?"
"It's not necessary. Maintaining healthy cash flow is the most important thing. Besides, this is my personal private matter. It's not appropriate to do it in the name of the company."
Gu Junhao didn't give the specific reason, but he told the truth. Zhang Yiru's manager proposed to use the company's name for a loan and then transfer it to his personal account through the loan. The procedures were much simpler.
"Yes, after all, it is your personal investment, so it is not appropriate to use the name of the company." Zhang Yiru didn't think much about it, and what Gu Junhao said made sense.
"Let's eat, I'm a little hungry." Gu Junhao changed the subject.
——
"What the heck, it turns out that the good news is the bad news at the same time. No wonder the stock price didn't show any performance in the past two days. This is because the main force ran away in advance."
Tonghuashun closed at 21.82 yuan at noon, and the stock price fell 2.80%, falling below the 5-day line price; at this time, the retail investors who had chased it in the morning were cursing in the Tonghuashun stock trading area.
Some investors who had previously held shares in Tonghuashun and had made certain profits were convinced that all the good news would be bad news.
Judging from the daily K-line trend, including today's adjustments in the three trading days, the high point of Tonghuashun is getting lower and lower, and the closing price at noon today fell below the 5-day line price, which convinced the first-line technical schools that Tonghuashun has come to an end.
This has also led to the fact that although Tonghua's volume is still shrinking slightly, its turnover rate has increased significantly. At the same time, Dongfang Fortune made a sudden increase in the morning today, and its stock price rose strongly by 3%, which undoubtedly attracted a large number of people.
gaze.
Dongfang Fortune, which has successfully maintained its 60-day average price for four consecutive trading days, has resumed its bullish trend, and some investors have made large profits from Tonghuashun.
Quickly switching to Dongfang Fortune, the high and low switching of the same sector also led to the continuous decline of Tonghuashun.
Due to plot needs, some plots in this chapter are slightly different from reality.