legendary trader

Chapter 891 Chapter 892
Hearing that Zheng Xiaopang asked him to give a letter of approval, Chen Fan was also a little embarrassed.

He has studied the stock price trend of Wuliang Wine Industry. To be honest, he can't see any reason for this stock to rise in the short term. It is completely different from Maojian shares.

"The current trend, I think it may have something to do with the upcoming dividends. It seems that there will be 10 shares for 10 shares next month, and how much dividends will be paid. It is estimated that the group of intraday funds want to enter the market to grab power. I am Look at it this way.

So, I am not very optimistic about the rising height of this stock, after all, it cannot be compared with our own Maojian shares. "

Chen Fan thought for a while before speaking out what he was thinking.

"You mean to wait a little longer? See how to go after the power is removed?"

Zheng Xiaopang asked.

"It's about the same. I estimate the height of this stock is 14 or 5 yuan. It is a bit difficult to continue to rise."

As for the valuation, what Chen Fan can see now is only 15 yuan, and there is no room for a higher value, that's why Chen Fan said that.

Of course, if Wuliangjiu's stock price continues to rise afterwards, it must be a price change in the next month or so. However, Chen Fan has also made up his mind to watch the domestic stock market more.

If you really find that the stock price will continue to rise in the next month, let them enter the market in small quantities first.

"With your words, it will be done. I will have an explanation when I go down tomorrow. It's all because of your peddling."

Zheng Xiaopang said with a strange smile.

"Even if it sells off, it's a trivial matter. It's just one stock. The main force of our operation is always the stock of Maojian Co., Ltd."

Chen Fan didn't think much of it, he smiled and looked at Zheng Xiaopang and said, "By the way, do you have any ideas about the company's management now?"

Chen Fan feels that he is still very democratic and able to accept the opinions of all parties, so if he has free time today, he will naturally ask Zheng Xiaopang if he has any opinions and opinions on the current development of the company.

"Now? Company?"

Zheng Xiaopang thought for a while, then shook his head and said, "The company is developing pretty well now, and I don't think there is anything that needs to be adjusted.

Although you are in charge of the company's major business, Xie Kai is also in charge of the external venture capital business, and he seems to be doing pretty well.

As for the investment business, Zhang Yang's side is doing pretty well, and now the traders below feel that they have matured.

I've heard Zhang Yang say that even if you don't give advice, their current fund operation and self-employment can still make a profit, but it may be less.

And you are seeing some opportunities, which are opportunities in the general direction. Give them a little bit, and the traders below will operate according to what you said. Although there will be winners and losers, the overall chance of winning is still great.

For example, the rise in international oil prices this time, although some traders below did not do a good job in risk control, and their positions were washed out when the oil price fluctuated, but generally speaking, they still made a lot of money. Profits also outpaced their gains in stocks and foreign exchange markets, as well as other commodities. "

Having said that, Zheng Xiaopang leaned over and said to Chen Fan: "I said you go out to play, and you can't take the investment, just like this crude oil trend, it has been rising for several months, and you have discovered the clues. But they passed the news to Zhang Yang instead of operating it themselves."

"Actually, the price of crude oil can rise from 20 yuan to the current price of almost 30 yuan, which I did not expect.

At that time, I just thought there was a chance, but I only estimated that it would rise to around 25 yuan. God knows what went crazy, so I rushed straight up. "

Chen Fan is also very innocent. In fact, the height he saw was only 21 yuan at the time. After more than half a month, he found that the brightness was still the same, and the room for growth had expanded to 22 yuan, which was close to 23 yuan.

And at this time, he just wanted to enter the arena, but he also felt that he had lost the best time.

There is no way, my ability is there, and when encountering a long-term trend market, I can only take one step at a time.

"Then what kind of opportunities do you see before you operate them yourself?"

Zheng Xiaopang asked with some doubts.

"Maybe, if you think you can do it yourself, who knows.

It’s actually pretty good now, you can still make money by playing with the company, aren’t you satisfied with the current situation? "

Chen Fan looked at Zheng Xiaopang and asked.

"Look, before the company paid dividends, and spent more than 20 billion to buy assets, you are still asking Xie Kai to plan to enter the insurance company, and the company's funding gap in the future is still not small.

Although it seems that there is still a lot of money in the company's account, it can't support us to toss like this.

As for the liquor stocks, there is no hope in the short term, and you know that the money you make is paper wealth, which cannot be realized at all. "

Zheng Xiaopang pointed his finger at Chen Fan to settle the accounts, which meant that the money in the company's account might not be enough, and it would be difficult to support such a large investment like him.

"Look, I don't want to do it recently."

Chen Fan smiled wryly and shook his head. He has been relaxed for a while, and there is nothing he can do if he doesn't want to do anything.

It's not impossible to force it when you see an opportunity, but Chen Fan feels that he doesn't need to work so hard now.

Seeing Chen Fan's appearance, Zheng Xiaopang knew that it would be impossible for him to start working on the project again in a short time, so he could only say, "Did you read the operation plan of Maojian that I sent you yesterday?"

"Looking at it, it's so-so, the main thing is to pay attention not to pull the big positive and negative lines in the future, and just don't attract the attention of the market. Advance two and retreat one, and quietly push up the stock price.

As for the rest, there is nothing to say. "

Chen Fan replied.

"Does the insurance company have any clues?"

Zheng Xiaopang saw that Chen Fan said that he was a little less interested in stocks, so he changed the subject, "Before, Xie Kai contacted me to make a payment and told me what you mean. Now the insurance companies that are screened are not limited to the insurance companies under the Southern Insurance Group. , but looking for targets across the country.”

"Yeah, Xie Kai told me that I had contacted there twice, but both were not very satisfactory. It seems that Southern Investment Group does not intend to sell insurance assets, and it seems that it has no plans to continue selling assets in the near future."

Chen Fan said to Zheng Xiaopang, "Let's see, anyway, I'm not in a hurry, I'll take a shot if I have a chance, and forget it if I don't have a chance.

Xie Kai finally suggested to me that we should find a few companies and apply for a license ourselves, but they were rejected by me.

I think it is too troublesome to start a new insurance company from scratch. It is troublesome just to establish a company, improve functional departments, and develop markets. I don’t worry about the license. "

"During this period of time, many companies have been acquiring and merging. Are you influenced by those news and feel that you should acquire rather than create a new company?"

Zheng Xiaopang asked suddenly.

Chen Fan glanced at Zheng Xiaopang, and shook his head, "Their transactions have no effect on me, such as FAW's merger with Tianjing Automobile, Huayou's acquisition of Indonesian oil and gas fields, or some other bank in France that acquired Bank of Lyonnais. Whoever it is, it has nothing to do with me. I have never thought about buying a bank.

Even if it is an oil field, the contract has been signed, and Lao An is still not doing anything. I have heard that not only Huayou has bought part of the rights and interests of the Indonesian oil and gas fields, but the offshore oil company is also said to be negotiating with some Spanish company. , It is said that where the oil field rights are to be acquired.

Tell me, what Old An Za thinks, with so many oil and gas field transactions, he insists on taking over the complete oil and gas field assets. Everyone transfers the rights and interests, and divides the oil according to the shares. What is the difference from your investment in mining? "

Before I knew it, the topic went back to Dingfeng Petroleum.

"Didn't you conspire to save yourself on the weekend? Have you been persuaded over there now?"

Zheng Xiaopang asked curiously at this moment.

Zheng Xiaopang did not participate in the weekend event, probably because he heard some rumors from Zhang Jianjun that the shareholders of the company now have a lot of opinions on An Shilin.

In the past two years, you have been pressing not to pay dividends. According to your opinion, you can keep the money, so you have to hand in a satisfactory answer. But until now, the company still hasn't made any progress on the road to acquisition.

At the same time, international oilfield transactions were still in full swing.

Not to mention the transactions between those big capitals overseas, there are many oil and gas asset transactions in the surrounding areas of Huaguo alone, and the transaction methods are all oilfield equity transactions that Lao An does not approve of.

"Are you going to the shareholder meeting next week? If Lao An doesn't adjust his business philosophy by then, he will definitely be dismissed."

Chen Fan stroked his chin and said.

"Do you think the price of oil will go up?"

Zheng Xiaopang didn't answer Chen Fan's question about whether he would go to the shareholder meeting next week, but instead asked about the oil price.

"I don't know. In the short term, I feel that it is almost the same. Nearly 30 yuan is a high price, and there should be little room for further rise.

However, at an oil price of 20 yuan, oil companies are profitable, and the profits will be very good, which is worth investing in. "

Chen Fan replied with a smile.

"Complete oilfield assets are really good. I have also checked. All that can be traded now are exploration rights. Buying them is a bit of a gamble. If there is a big oilfield below, it will make a lot of money. If there is no oil, it will lose money. Acquisition Mature oil fields, and afraid that there will not be much oil below, I guess Lao An is unwilling to acquire those oil fields that have been developed, in fact, this is the concern.”

Did Zheng Xiaopang say something nice to An Shilin at this moment?

"You support Lao An?"

Chen Fan looked at him in surprise, feeling a little unbelievable.

"No, my brother said that. He talked with Lao An many times. Although those oil fields have exploration data, but whether there is overexploitation during the mining process, some things really cannot be used as a reference for the technical data provided by the other party.

Complete oil fields are still different, especially new oil fields, which are all original goods. If you have them, you will make money, and if you don’t have them, you will lose money. A little vacillating, in fact, my brother also meant the same thing. "

Zheng Xiaopang explained.

"Understood, Lao An is an old man in this industry and knows a lot of tricks."

In fact, Chen Fan has also considered that the acquired oilfield assets and the production data provided by the other party may not be true.

Generally, those who invest in overseas oil fields now mostly have to share the produced oil and gas resources with the country where the oil fields are located in accordance with the previously agreed ratio. Among them, there is no guarantee that no one will cheat, lower production, and steal the benefits.

Although all parties to the agreement will send people to supervise, this kind of thing is still happening quietly. Anslin insists on winning the complete oil field exploitation rights, so it is hard to guarantee that there is no such intention in it.

From the company's point of view, it is definitely beneficial to do so.

But at this stage, shareholders want to maximize their profits as soon as possible. In their view, expanding oil production is the most important thing. After all, selling the output can make money.

Those exploration rights have been discussed for so long, but no one has signed a contract. The negotiations between the two parties are too fierce, and it is a waste of precious time.

The next day, Zheng Xiaopang continued to go to the resort to watch the market, while Chen Fan woke up naturally, rested at home until after lunch, and took another nap before going to the company.

It happened to be when the domestic stock market was about to close, so Chen Fan turned on the computer and looked at it for a while. There was nothing to say. The current operation is actually not difficult, as long as the market does not change and does not attract the attention of other funds.

While looking at the computer, the news on the website suddenly pushed out a message that the two top-ranked property insurance companies in the island country officially announced the merger.

Two well-known fire and marine insurance companies Yasuda and Nissan announced their merger, and the merged company was renamed Sompo.

Sompo will be the second largest insurer in the country in terms of total policy value.

The follow-up report also mentioned that the previously rumored merger between Dai-ichi Life Insurance Company and Yasuda Fire and Marine Insurance Company may be broken.

In the past two years, the two insurance companies established a so-called ally relationship. At that time, there were rumors in the market that, as the second largest life insurance company and the second largest property insurance company in the island country, they might eventually merge.

Because shortly after the news of their alliance was released, the Financial Services Agency of the island country will allow life insurance companies and property insurance companies to cooperate and sell insurance to each other.

And this is considered to be the first step towards the merger of the two companies, although in the next two years, the Financial Services Agency of the island country did not make a clear announcement to allow the merger of property insurance and life insurance companies.

After reading the pushed news, Chen Fan fell silent.

Up to now, Xie Kai has not given Chen Fan any practical suggestions, that is, the work of screening acquisition targets has not been completed yet. Although Chen Fan did say that this matter is not urgent, the main thing is to Steady progress.

But now seeing the large mergers and acquisitions between overseas insurance companies, it still stimulated Chen Fan's sensitive nerves.

He is a bit impatient. Regarding the merger of the two insurance companies in the island country, according to the news reports, the value of the merged insurance policy reached 92 billion yuan. What does this mean? This is 92 billion yuan of investable funds. .

Even if according to the regulations of the insurance industry, some funds need to be reserved for payment, the funds that can be used for long-term investment are at least 80 billion yuan. With this money, how many company assets with stable income attributes can be acquired.

The leverage effect here is very large. Xie Kai was aware of it before, but he is still doing preliminary work there, which of course makes Chen Fan very dissatisfied.

(End of this chapter)