The Road to Rebirth Finance

Chapter 382 The Troubled Junshi No. [-] Client

The time has come to Thursday, the 31st of this month. After the end of today, the Shanghai Composite Index closed at 3003.92 points, an increase of 11.75% for the whole month.

Generally speaking, in the next few days of trading, the adjustment of the index and individual stocks is still moderate, not as drastic as imagined, and the overall feeling is not bad.

The GEM index still rose by 19.05% this month, and closed at 31 points on the 2238.29st. It rebounded for a rare month in March, which boosted the sentiment of the long-slumping market.

And within this trading day, another A-share listed company, Qianfeng Lithium, released its 2015 annual report, and Junshi No. [-] Fund under Junshi Capital once again appeared among the top ten shareholders. .

Like Tianqi Liye, this time it still ranks No.8 in the latest list of top ten tradable shareholders announced by Qianfeng Liye.
Both Tianqi Liye and Qianfeng Liye have performed exceptionally well this month. Tianqi Liye has closed at 167.80 yuan today, and its stock price has risen by 40.55% within the month, while Qianfeng Liye has soared by 42.81%. 51.24 yuan.

Both stocks regained the decline in the previous three months within one month. Judging from the announced shareholding situation, Junshi’s self-operated market currently holds a total market value of Tianqi Liye that has reached 7.551 million yuan.

The market value of Qianfeng Liye held by Junshi No. 6.1488 is also as high as 1.17 million yuan. Adding the 7.3188 million yuan of Keheng shares, the total market value of the two exposed positions reached [-] million yuan.

In addition, Longji shares rose by 19.45% this month, and the stock price closed at 12.65 yuan. Junshi held 4.1745 million yuan in its own trading.

Four support positions hold a total market value of 19.0443 billion yuan!
This makes everyone more curious about the net value of Junshi No. [-] Fund, which will be routinely announced today; at the same time, they are also more curious about Gu Junhao's investment ideas for this year.

At the beginning of the year, Gu Junhao accepted an exclusive interview with the media as the founder of a private equity company, in which he invested mainly in value investment, but the specific direction of value investment was not mentioned in the article.

Like Tianqi Liye, Junshi No. [-] ranks as the eighth largest tradable shareholder of Qianfeng Liye, and the three lithium-related stocks are all bottom-hunting in the first quarter. The time to choose to intervene is very clever.

Both Tianqi Liye and Qianfeng Lithium have been recognized by the market, and Gu Junhao of Keheng Co., Ltd. was able to accurately buy the bottom, and after the bottom, the company suspended trading in this company, and the acquisition was also related to lithium.

Four of the holdings are listed in the list of major shareholders in circulation. Longji shares are in the photovoltaic field, and the other three are in the lithium-related industry chain. So this year Gu Junhao is looking at the new energy industry chain?

At the same time, the public is also more curious about the holdings of Junshishitou. After today, it will be time for public offering funds to disclose specific holdings. Before April 4, all public offering funds are required to disclose the holdings of the first quarter to the public. .

In any case, before April 4th at the latest, you will be able to get a preliminary understanding of Gu Junhao's investment ideas for this year through the holdings of Jun Shishi Investment.

At 05:30 in the evening, Junshi No. 68.12, which has attracted the attention of the market, refreshed its net worth on time. 4.2693 soared to 4.8768 for the month.

Although he knew the net worth in advance, Wang Ruoyu was still very excited when he saw the top number in the private equity rankings. Although it was the boss's credit, it was also his achievement since his first month in office.

In the first month of taking office, he caught up with a big rebound. The overall increase of its fund products reached 14.22% within a month. This kind of achievement is impossible for a rookie to have.

Wang Ruoyu's gratitude to Gu Junhao became stronger and stronger. The boss has undoubtedly paved the way for himself, and how much development he can make in the future depends on himself.

"You have to work hard. If you can't make a good start with such a result, you will let down the boss's cultivation." Wang Ruoyu thought secretly.

In the past month, with the rebound of the market, the overall size of Junshi No. 15.25 has also been soaring. After the suspension of Vanke A, Keheng and Gree, Maotai Liquor, which has the lowest increase in the whole month, has [-]%.

The biggest increase is naturally Qianfeng Lithium Industry, but if you want to talk about the sector with the best rebound this month, there must be a place for the liquor sector.

Take the five liquor stocks of Junshi No. 15 as an example, all of them have achieved an increase of more than 37.10% this month. The highest increase is Gujin Gongjiu, which has performed well since its establishment, with an increase of [-]% this month.

At present, in Junshi No. 8, the market value of Gujin Gongjiu's holdings is close to [-] million yuan, and it is the first liquor stock that has left the cost zone of building a warehouse.

As long as you follow the boss's thinking and work hard, Junshi No. [-] will not worry about not being successful. If the company develops new funds in the future, you can also have a good resume to take up the post.

"I made you show off, brat. If I had known, I would have taken your position and become the manager!" Xu Jianqing looked at Wang Ruoyu enviously and said.

The envy is real, and Xu Jianqing is naturally very happy to be in the limelight, but it is a joke to grab the position of Junshi No. [-] fund manager. Compared with Junshi No. [-], he prefers the company's Self-operated trading, the degree of freedom is high enough, especially the rice stocks at night.

Although Xu Jianqing no longer needs to participate in the specific operation of night trading, but every trading day, Xu Jianqing either comes to the company in person at night, or watches the market at home, usually until around 11 o'clock in the evening.

On the night of the 23rd of this month, Nvidia has broken through the high point of the previous round of rebound of 33.97 US dollars, and its stock price has risen to 35.76 US dollars at the close of last night. Very good.

On the premise of excluding tonight’s profit and loss, Junshi’s self-operated three support stocks this month, the two A shares have a total floating profit of more than 2.86 million yuan this month, and Nvidia’s profit is 3146 million US dollars.

The income of RMB plus US dollars is also close to 5 million yuan this month. In terms of income ratio, it is not worse than Junshi No. [-].

In Xu Jianqing's view, the outside world's speculation that the boss's net worth is at least 20 billion yuan is simply wrong, and nothing is counted. Among Junshi's self-operated stocks, the overall market value today has exceeded 28 billion yuan.

"This group of people still underestimated the boss, 20 billion net worth, how did you figure it out, haha, if you ask me, it's more than 50 billion." Xu Jianqing laughed and gossiped with Wang Ruoyu.

"How did you calculate your 50 billion?" Wang Ruoyu looked at Xu Jianqing in surprise and asked.

"Don't count, just take the most basic, the self-operated market has a market value of more than 28 billion. Is it too much to calculate Junshi No. 22 and Junshi Price to invest in two funds at [-] billion?"

"It's really not too much. The total scale of Jun Net Price Investment is now more than 68 billion. If it can reach the scale of 20 billion, the boss's random distribution will not exceed [-] billion, so there is no need to mention Jun Net Price Investment."

"Or it must be that the boss is doing it covertly. All kinds of operations are so stunned that everyone didn't find out which is the largest holding sector among Junshi No. [-] and Junshi's self-operated trading, haha."

"Now the outside world is guessing that Boss Stud has new energy, but they don't know what the position of Jun Shishi Investment is."

"It goes without saying that the boss will probably confuse the market, but no matter what, I don't have to worry about large-scale redemption this month." Wang Ruoyu smiled lightly.

In fact, this worry has been eliminated by him a week after taking over, but the newcomer mentality is always worried that everyone will not trust him. At the end of this month, when the market is better, he will start a large-scale redemption.

But now, Wang Ruoyu is no longer worried about this issue. The redemption is your loss. Although the management fee will be less, how many private equity funds in the current market can maintain the income like Junshi No. [-]?
The redemption channel is open today, but the subscription channel is not open. The next subscription will have to wait until the end of this year. During these nine months, it may not be possible to find better private equity products.

"That's not necessarily the case. Some people will focus on petty profits. At present, the overall profit of the second product has not reached more than 20%. Maybe some people redeemed it in order to save the 1% management fee."

"Then I don't care about it. The redemption is their loss. There is also a cash flow of 15 billion in the account. It is just to prevent this, and it is enough."

"Come on! The future tens of billions of private equity bosses, I'm going to eat first, and go home and sleep after dinner!" Xu Jianqing patted Wang Ruoyu on the shoulder carelessly and said.

"What do you think you are? The annual salary is almost one million, and you still eat the company's lunch box every day." Wang Ruoyu said a little dumbfounded.

"This has something to do with money. I love the company. Besides, my parents have gone back. I'm going back to eat fast food." Xu Jianqing said indifferently.

In fact, as Xu Jianqing said, after today's close, the redemption channel officially opened, and many customers did have such plans before, thinking that it would be safe, and at the same time, they also wanted to pay less management fees.

However, the NAV rate of 4.8768 made them dumbfounded. The rate of return of more than 15% in a month obviously has great stamina. Do you want to redeem it?

Ordinarily speaking, if the product of the fund manager is changed normally, the new fund manager will switch positions and swap shares at the beginning, and the uncertainty of the follow-up investment direction will always make people worry.

However, Junshi No. [-], Manager Wang, is still immature and not enough to be independent. It is obviously a shadow of Gu Junhao. Junshi No. [-] is still operating according to the established policy of taking care of Junhao.

At this time, the management fee is only 2% for redemption, but the income is as high as more than 16%. If it rises to more than 20%, the management fee will be 3%.

The current investment environment is not good. From the opening of the subscription to the present, the rate of return of 15% is not a lot in five months, but it is also significantly behind Gu Junhao who was in the bull market.

If the revenue in the next few quarters of this year decreases, but the management rate still needs to pay 2%, wouldn't it be a loss and vomiting blood?
(End of this chapter)