After lunch, Gu Junhao brought Zhang Yiru, who was pretending to be a self-interested person, to Junshi Capital. If Zhang Yiru was there, Gu Junhao would naturally not go to the trading room.
After taking a nap, when it was time to go to work in the afternoon, Gu Junhao called Guo Yuanwei to the office. Together with Li Xinyu, the three of them held a simple meeting.
New investment projects require the assistance of Guo Yuanwei as the financial director, while Li Xinyu is responsible for intermediary contact. When Gu Junhao is in the trading room and it is inconvenient to contact him, Li Xinyu handles it.
After explaining to the two the specific matters regarding the investment in Jiang Jianbai's company and some of the previous discussions with Jiang Jianbai, Gu Junhao asked Guo Yuanwei to leave.
In addition, Gu Junhao also contacted the company's legal advisor, lawyer Zhuo Yifan, who was needed for some legal-related issues and the signing of subsequent contracts.
Zhuo Yifan is an external employee and does not need to work. You can just contact him when needed. Currently, Junshi Capital cannot afford to support a legal team.
Zhuo Yifan readily agreed. Even Guo Yuanwei and Li Xinyu thought it was normal to handle personal matters for the boss, not to mention external employees like Zhuo Yifan.
To a certain extent, doing personal things for the boss is also a symbol of trust; for Li Xinyu, this is especially true because the boss allows himself to participate in the project in front of the future boss wife.
"Maybe my work performance during this period is pretty good." Li Xinyu thought to himself.
For Guo Yuanwei, such a small project of 5 million yuan can be said to be easy to get; after all, he has worked in a listed company before, and he has done a lot of things such as acquisitions and investments.
All you have to do is help the boss get more equity within a reasonable range. Although the boss has not said this clearly, you should know how to do it.
However, Guo Yuanwei doesn't quite understand his boss's private investment. The return cycle of physical investment is long, and the new energy vehicle industry is currently in chaos.
For an auto parts company with little strength, entering this market for the first time, the risk is still quite high, and it is not considered a sentimental investment.
Jiang Jianbai himself has also seen that not many of the fund's clients participated in the fundraising, and he had never heard of how much interaction he had with the boss before. It was really incomprehensible.
"If this were a listed company, people would probably question the transfer of profits, right?" Guo Yuanwei couldn't help but think as he walked out of the door.
——
"Brother Cao, do you want to sell Tonghuashun? It looks like it will take a few days to adjust." Everyone in Li Zequn was also discussing Tonghuashun.
At the opening of the market in the afternoon, Tonghuashun rose slightly, and the stock price returned to above 22 yuan, but then it fell.
After three consecutive days of adjustments and a negative decline supported by good news, some people finally couldn't bear it anymore. In addition, the group of friends who didn't catch the bus and went to Dongfang Wealth before, ushered in a big rise today, which made people ready to move.
.
"I'll sell half of it. I'm a bit reluctant to sell all of it. The 26 that Li Kuang said is also possible. I don't know when it will arrive."
Looking at the falling stock price, Brother Cao can't help it. Currently, he holds the heaviest position in the group. After several swing operations, he currently holds 40,000 shares, with a market value of 40,000 shares.
It was once close to 900,000 yuan.
After three trading days of adjustment and such a heavy position, Brother Cao couldn't bear it. According to the previous thinking, Tong Huashun would adjust for a few more days. At that time, he would take it back and be able to make a good swing.
However, he was reluctant to completely liquidate his position; once a person owns it, he is afraid of losing it. With several transactions by Tong Hua Shun, his assets nearly doubled.
Brother Cao still has feelings for Tonghuashun, so he sells half of it, so the cost is close to 0. If you hold it, you can feel more at ease.
"Okay, Brother Cao, your market value is high. It's normal to cut it by half. I'll clear the position. I'm going to Dongfang Fortune to see if it's going to break through."
"It should have come a long time ago. It was great to come here a few days ago. It had not yet passed the 60-day line at that time." These were the comments of other members of the group who held Dongfang Wealth.
"I said, why are you all bothering? We didn't fall much today. Don't let us get wiped out again then." Li Ze jumped out and said.
"No, good stocks will always give me the opportunity to enter the market. Tong Huashun's adjustments are not small every time. Calculated this time at 10%, it will be no worse than in his early 20s. I will take it back by then.
"
"What if I can't get it back? The main fund's routine cannot remain unchanged. What if he speeds up the washout?"
"Then we can chase after him when the time comes. Let's go get some of Dongfang's wealth first."
"Okay, it's up to you." Li Ze also felt sorry for him and refused to argue. This group of people kept going back and forth, the costs were getting higher and higher, and the money they earned was getting less and less.
Li Ze has now adapted to the rhythm of long-term holding. As long as the stock price does not reach the expected price, he will never move.
Tong Huashun's closing price today was 22.10 yuan, down 1.47%. The drop was not too much, which was a good thing for Gu Junhao; in the morning, Gu Junhao pledged 30% of his existing shares in the bank.
That is to say, 4,650 lots of stocks have a pledge period of one year and can be redeemed in advance. Calculated based on a 40% discount on the morning opening price, the total pledge of 4,650 shares is 6.258 million yuan; in addition, ex-dividends and ex-rights are not taken into account.
The warning line price of these 4,650 lots of pledged shares is set at 14 yuan, and the liquidation line price is 12.80 yuan. At such a price, the possibility of liquidation is almost zero.
And it only holds 30% of the position. When the price really drops to that level, you can still replenish the pledge; the pledged stocks cannot be traded, but the unpledged stocks can still be traded.
Maybe it won't be long before he can pay off the loan in advance and eliminate the pledge of stocks. However, through this investment, Gu Junhao also deeply realized a problem.
That is, the cash flow in one's hands is seriously insufficient. A person with a net worth of tens of millions cannot even afford a few million, so he has to obtain cash flow through loans.
Although Junshi No. 1’s fund income is very good, these are only book figures. Currently, Junshi Capital is still operating at a loss, and all required expenses must be financed by Gu Junhao’s capital injection.
If you are reluctant to sell the stocks in your hand, then you will not have much cash flow, which is not visible at ordinary times; once you need a large amount of funds like now, you will be a little stretched.
"It seems that I still have to make some money by doing T. At least I have to have a few million cash flow." Tong Huashun doesn't know how long it will take to adjust. If he can adjust deeper, he can do swings.
"What are you thinking about?" Zhang Yiru asked.
"Oh, I didn't think about anything. I was just watching the trend of the stock." The performance of the two markets was still strong today, with the Shanghai Composite Index rising 0.57% and continuing to remain above 2230 points.
The GEM suddenly emerged, opening higher and moving higher. After testing 1,400 points last week, it stood at this position again today. In the end, the GEM index rose 2.61% to 1,428.74 points.
The sharp rise and breakthrough of the ChiNext has undoubtedly stimulated market confidence. Today, the two markets can be said to be flying together, and the trading volume has also increased a lot.
Junshi No. 1 also performed well today. Among the four support positions, only Western Securities fell by 0.73%, and the other three all achieved gains. The largest increase was Dongfang Fortune.
Dongfang Wealth surged 3% today, and its trading volume once again exceeded the 500 million yuan mark. The closing price of 11.66 yuan is not far from the price of 12 yuan in early July.
Today is a feast for GEM stocks. Two small and medium-cap stocks starting with 002. Although Wan'an Technology also closed with a rise, its performance was relatively average.
"Did the highs and lows switch?" Tong Huashun fell today, Xibu Securities fell, and although Wan'an Technology did not fall, it still closed relatively reluctantly.
Among the rebounding markets, these three stocks have risen the most and are currently at relatively high positions; while the index is rising sharply, the main funds seem to be intending to cool down and adjust.
"It seems it's time to make a move." Over the past month, the liquidity of Junshi No. 1 has dropped to a historical freezing point, and Wan'an Technology has not been traded for a long time.
Yin Zhijie has not traded for almost half a month. There are only small-scale operations by Dongfang Fortune and Xibe Securities. Since the expectations have been adjusted, it is natural to increase the intensity of T-making.
However, the only ones that can move are Dongfang Fortune and Xibu Securities. These two stocks currently have the largest trading volume and are more convenient to trade.
"Fortunately, the call was made in time. These three people are going to leave work early." Gu Junhao hung up the phone and said to Zhang Yiru with a smile. It was almost four o'clock now.
These three people have already written their day's operation log and are preparing to skip work. If they call later, no one will answer the phone.
After planning the specific operations of the fund, Gu Junhao wanted to call the three people over and give them some instructions before tomorrow. Without him, he had to focus on his personal account for a while recently and prepare to make some money.
During the period when he was not in the trading room, the fund account performed well. In addition to the rise in stocks, it also fully demonstrated that Gu Junhao could completely rest assured that the intraday operations were left to Xu Jianqing and the others.
After a while, Xu Jianqing and three others came to the office. Seeing Zhang Yiru here, they all said hello and were a little surprised.
Zhang Yiru nodded and said nothing; Gu Junhao's previous phone call was made in front of himself and Li Xinyu, so the purpose of calling the three of them was naturally to have a short meeting.
Zhang Yiru originally thought about whether this involved company secrets and whether he should avoid suspicion; but Gu Junhao said no.
"I have other things to do this week, so I won't go to the trading room. There's no point in calling you here. I just want to briefly explain the fund's tasks this week."
After looking at the three of them, Gu Junhao said with a smile: "Don't worry, it won't delay your escape from get off work."
"Boss, you ran against us again, didn't you just happen to be caught?"
"Okay, don't talk nonsense; Ruoyu, you and Tingting can increase your efforts this week, and your positions can be appropriately reduced if necessary. You are sure of the details; Xiaoxu, continue to do your thing."
"Okay, I understand." The three of them responded respectively. After working together for such a long time, a tacit understanding has been formed. Gu Junhao did not mention a code name throughout the article, so the three of them naturally did not say much.
"Okay, there's nothing else to do. If you want to get off work, go back early. I have to leave too." After a simple instruction, Gu Junhao also stood up and left.
Xu Jianqing and the other three were preparing to leave work early. There was no reason for him, the boss, to wait until 5:30 on time.
In the evening, Tong Huashun made an inconspicuous announcement. Shareholder Gu Junhao pledged 465,000 shares, accounting for 30% of the shares held.
A simple pledge announcement, which is not the actual controller of the company or an important shareholder, most people will not care about, but some people will pay attention.
Li Ze is one of the people who pay attention. As a holder of Tonghuashun, Li Ze will naturally pay attention to his announcement, especially within the period of the semi-annual report that has just been released.
Like most ordinary investors, this simple announcement did not attract Li Ze's attention at first.
It's nothing more than complaining in my heart about which shareholder is cutting leeks in a different way.
"Huh? This name sounds familiar." Li Ze, who was about to close the webpage, suddenly stopped pressing the mouse.
After a while, Li Ze came to his senses: "Damn it! Isn't this Brother T? I said Brother T must be in Tonghuashun."
30% shares, 465,000 shares; that is to say, Brother T has 15,500 lots of Tonghuashun.
"What a big deal, I still underestimated Brother T." Li Ze now became more and more certain that the 12,000-hand man who pushed the limit down was Brother T.
Unable to suppress his excitement, Li Ze casually shared the web link to the group.
"Brothers, Tong Hua Shun has made an announcement, guess what I found!"
"I just saw it. It's just a pledge of equity. It's useless. And there's not much pledged. It's just an amount of hot money."
"I've seen it too, and there's nothing surprising about it. It's not a good news. Besides, the good news has dropped today."
"Haha, you are still too good at it. Look at the name of the pledger." Li Ze stopped playing riddles.
"What's the name of the pledger? Gu Junhao, what's wrong?"
Compared with fund peers who will study everything about their opponents, most ordinary retail investors are not familiar with the name Gu Junhao, and only some die-hard fans will pay attention to Brother T's real name.
On the Internet, Brother T’s name is more famous than Gu Junhao’s.
"Gu Junhao is Brother T. What did I say at first? I said Brother T was definitely in it. Now it's finally exposed." This announcement is supposed to prove Li Ze's analysis a few months ago. It can be said to be a substitute.
I showed my face in front of my friends.
"Fuck! Gu Junhao is Brother T?"
"Yes, these can all be found."
"Well, Li Kuang is right. It's definitely Brother T. There may be others with the same name, but I don't believe there is another Gu Junhao who holds more than 30 million Tong Hua Shun."
Brother Cao said that as soon as Li Ze said that Gu Junhao was Brother T, Brother Cao went to the official website of Junshi No. 1 Fund to confirm. Compared with Li Ze's blind confidence, Brother Cao was much more rigorous.
"It's awesome. Brother T actually holds a position in Tonghuashun with a market value of more than 30 million yuan. He is really prosperous. But what is the purpose of pledging this share? It doesn't cost much."
"I guess Brother T doesn't want to sell it, but he doesn't want to leave it like this, so he wants to spend some money." Brother Cao said.
"Yes, that's definitely the case. Haha, Brother T probably didn't expect to make an announcement about the pledged equity. Now I can't cut leeks."
"Nonsense, Brother T has never cheated anyone, let alone someone who runs a private equity company wouldn't know this. I guess Brother T has other reasons."
"I don't know if it's for other reasons, but Brother T is making money too fast. In October last year, he only had less than 200,000 yuan. In less than a year, Tonghua Shunyi's support warehouse alone has more than 30 million yuan.
.”
"It's incomparable, it's really incomparable. I was 200,000 last year, and I'm still 200,000 now. This 200,000 is thanks to this wave of child flowers. Are you angry?"
Li Ze saw everyone talking nonsense and became a little anxious. He couldn't help but interrupt: "What are you still talking about? Tomorrow will be the Tonghuashun. Brother T's pledge cannot be sold, and an announcement will be made to cancel the pledge.
When Stud goes in tomorrow, it’s up to Brother T to release the pledge and clear the position.”
"But Brother T only pledged 30%, 30% of the warehouse was pledged, and the rest can be traded."
"The market value of the 30% warehouse is almost 10 million. People are not afraid of your tens of thousands of dollars. Anyway, I have decided that I will not sell it for 26 yuan. I will sell it as soon as Brother T solves the pledge."
"That's different. Brother T will be fine even if he loses 10 million yuan. I'll feel a little bit sick after losing tens of thousands of yuan. But Li Kuang, you are really fierce and you have to continue playing."
"Actually, Brother T also pointed out an idea to us, that is, if Tonghuashun achieves a certain profit, it can keep 30% of the bottom position. If it is pledged, it is usually one year.
Even if Brother T pledges for less than a year, it will be at least several months, which means that Tong Huashun will have a chance in these few months." Brother Cao concluded.
"Brother Cao is right, he is worthy of being the big brother in the group; so there is no need to worry about my 13 yuan cost, I will just wait and see." Li Zehe said.
"It makes sense, then find an opportunity to do something for him, then reduce the cost and keep 30% of the position."
Li Ze shared it in the group, and everyone had a discussion. Some good-hearted people also shared Tong Huashun's announcement on Taogu.com, and Gu Junhao inevitably became popular again.
In the evening, Gu Junhao smiled when he saw that Tong Huashun's inconspicuous announcement could appear in the popular posts of Peach Stock Bar.
No matter how the market interprets it, I have already done what I can do, and leave the rest to the market and individuals.
Su Mingyu also saw the hot post about Tonghuashun's announcement on the Peach Stock Bar at home, and couldn't help but think that Brother T was indeed among Tonghuashun. It seemed that there should be Dongfang Wealth among the fund holdings.
Maybe it's still a heavy position. It's a pity that I didn't buy these two. Otherwise, the relationship between the two is so close, and some things will really be unclear.
Although the trend of the Zhongguo South Locomotive he bought has not been ideal recently, it has never fallen below the predetermined stop-loss price. Su Mingyu also believes in his judgment more and more.
Don't follow Brother Gu and only rely on your own analysis and judgment to choose stocks. Even if the return rate is a little lower, it will be the greatest affirmation for yourself.
In the market, you can only make profits within your own knowledge, and only profits within your own knowledge can be guaranteed to be converted into final profits.
If you keep following the footsteps of others, one day, profits will be returned to the market.
However, Su Mingyu also didn't understand why Gu Junhao would pledge such a small amount of stock to cash out millions in cash. He thought that there was a problem with the company's operations and that it was short of money.
That night, Su Mingyu also called Gu Junhao to ask about it. After receiving the reply that everything in the company was running normally, he felt relieved. Originally, Su Mingyu meant that if he was really short of money, he could lend some to Brother Gu.
Of course, 5 million is definitely not possible, but 500,000 is still no problem.
Gu Junhao was dumbfounded by Su Mingyu's enthusiasm. At the same time, he was very grateful for his friendship. These brothers are really easy to get along with. He borrowed 500,000 yuan whenever he asked.
There are many people who have the same idea as Su Mingyu in judging the holdings of Junshi No. 1. Some private equity fund managers who are more concerned about Gu Junhao, such as Wang Chao, Ren Yetao, etc., also vaguely guessed the holdings of Junshi No. 1.
There must be winter wealth.
"How did this kid achieve such a profit? Dongfang's wealth has been falling for more than a month, or is he shorting it?" Ren Yetao sighed.
Judging from the time period of Gu Junhao's holding of Tonghuashun, he should have entered it around June and held it for more than two months, so Dongfang Wealth must have opened the position at the same time.
The trend of Dongfang's wealth in the past two months has not been very good. Even if it rose sharply today, it has not been able to return to its previous highs, while Tonghuashun has hit new highs in succession.
Either exchange shares, or reduce positions at the original high; I have to say that this guy's judgment of the general trend is really strong, and he can make money from a stock that has fallen for more than a month.
But knowing that there is nothing I can do about it, stocks like Dongfang Fortune are crowded with institutions and cannot be touched by a fake institution like myself. However, the trading volume of Tonghuashun is not high, so if you have the opportunity, you can go in and grab him and get revenge on the way.
Wang Chao’s assistant is Shi Xin and is also working overtime; sleeping late is the norm in the financial industry.
Shi Xin analyzed Gu Junhao's appearance on the Tonghuashun Dragon and Tiger List by comparing it with the time-sharing delivery orders that subsequently fell to the limit, and then Gu Junhao's public posts on the Peach Stock Bar.
According to Guan Junhao's stud style, even if he is not stud Dongfang Wealth, it is definitely a heavy position. However, being able to endure the decline period for more than a month without buying the bottom is really not like a young man's character.
The reason why I think so is based on the curve net worth rate disclosed by Junshi No. 1. The net worth rate cannot deceive people. If I really hold Dongfang Wealth for a downward cycle, the fund will not be able to perform so strongly.
"Teenage Mutant Ninja Turtles, this guy." Shi Xin was at a loss for words and could only think of using this word to describe Gu Junhao's trading behavior.
Immediately, Shi Xin thought again, would he be able to bear it if this happened?
——
Gu Junhao intentionally exposed his holdings, so he didn't mind being criticized by everyone. However, there were comments on the Internet that his fund must be Stud Dongfang Wealth.
This was something I hadn't considered before, but after thinking about it, I don't think it's surprising; for two stocks with the same concept, it makes no sense for one to be aggressive and the other to be indifferent.
However, what can this do? Trading volume and trend cannot fool anyone. Dongfang’s wealth is about to start. Will the main funds smash the market for such unconfirmed news?
This kind of thing is obviously impossible to happen. From another perspective, if one's own positions are exposed and the main funds smash the market like crazy, that is also an honor.