The Road to Rebirth Finance

Chapter 477 2019 starts with the announcement of shareholding reduction

Time flies slowly, and in the blink of an eye, the Spring Festival passes quickly during the holidays.

Even if they resist again, the workers have to return to their jobs again and bow down for five buckets of rice.

Returning to work, stimulated by the good news before the Spring Festival, the Shanghai and Shenzhen stock markets welcomed the first trading day after the new year with a sharp rise.

上证指数报2653.90点位，上涨1.36%，创2018月12月4日以来的新高。

Canceling the 130% liquidation line and encouraging brokerage firms to buy A-shares are all relatively substantial positive policies for the stock market.

But judging from today's trend, the three major indexes have maintained a steady upward trend, and the trend is very healthy.

In this regard, it can also be seen that the trend of the market has gradually stabilized and has come out of the previous extreme market conditions.

In extreme market conditions, whether they are retail investors or major institutions, most people's holdings are actually trapped.

The main institutions are also human beings, so there is no need to imagine them to be too high-end. They will also be confused if they hold shares. When encountering super good news, they also want to get out of the trap and make profits as soon as possible.

Therefore, there is a continuous trend of opening high and moving low in the bear market. It is normal for the main funds to take advantage of their capital and seek profits by opening high and moving low.

When the market is good, institutions naturally don't dare to do this. If you dare to sell, other institutions and retail investors will really dare to buy.

In 2020, when the GEM had just implemented 20CM, it was not unheard of for retail investors to wash out institutions.

On the first day after the year, Oriental shares once again jumped to the upper limit, returning to the sight of investors.

At this moment, no one knows that Oriental shares will start an extreme upward trend; the gears of fate will turn from this.

The timing is really just right. The 2018 annual report and this year’s first quarter report will be released at the end of March.

At this time, the final push began. By the end of March, some of the funds that held a larger shareholding and participated in the push had almost finished shipping.

This naturally includes the 4750 million shareholder shares held by Jun Real Price Investment. Within two months, these holdings will be sold one by one regardless of the stock price.

Based on today's closing price of 13.75 yuan, the market value of the Oriental shares held is 6.53 million yuan, and the profit is 3.62 million yuan.

Fortunately, if you had invested nearly 300 billion yuan at the actual price, Oriental Holdings would not be able to enter the top ten shareholding list with this market value.

Otherwise, the positions announced in January for the fourth quarter of 2018 would have been exposed long ago.

By the time Oriental Holdings' annual report and first quarter report were released, Jun Shi Price Investment had already sold its shares. In terms of time difference, it was just right.

Starting from the daily limit on the first trading day after the Spring Festival, Oriental shares experienced a jaw-dropping market performance in 11 trading days.

In the 11 trading days, there were 10 trading days with daily limit. Except for the shrinking straight board on February 2, the remaining nine daily limit were all changing hands.

Hot money, institutions, and retail investors are frantically speculating on this stock. Without the constraints of continuous trading suspension, it can be said that there is no reservation in raising it.

In 11 trading days, Oriental shares rose from the initial price of 12.50 yuan to 33.70 yuan. Calculated from the bottom of 3.7 yuan, Oriental shares are 10 times the highest share price and only need one daily limit.

It took Oriental Shares three months to raise funds from the bottom to the first stage. In these three months, Oriental Shares' stock price rose by a maximum of 4.85 times.

After half a month of adjustments, the range of Oriental shares narrowed to about 3.37 times. However, it only took 3.37 trading days for Oriental shares to rise from 10 times to nearly 11 times.

Obviously, as Tibetan Mastiff seats continue to appear on the dragon and tiger list, and the daily buying and selling volume can become larger and larger, the market control funds have obviously accelerated the stock price trend.

Yesterday's shrinkage change board and today's one-line daily limit, Oriental shares have clearly begun to deviate further from the [-]-day line, and the stock price has entered a high-risk range.

"How many shares do you still have?"

"More than 2800 million shares have been sold, and there are less than 2000 million shares left."

"Okay, let's speed up the selling. It's 10 times, and it's almost over."

So far, there seems to be very few A-share stocks that have risen by more than 10 times in the short term, especially for individual stocks with not very good fundamentals. So far, there seems to be no one.

Since the stock price of Dongfang Shares exceeded 2 yuan on February 18, Gu Junhao instructed traders to start selling gradually.

In the six trading days, Dongfang Shares' total transaction volume was 155 billion yuan, with an average daily trading volume of 25 billion yuan, and a daily turnover rate of more than 10%, which can be described as very crazy.

Huge trading volume and high turnover of hands. In six days, the trading volume of your real-price investment was nearly 7 million yuan, which can be said to be silent and breathless.

In the first year of 5G, the crazy hype was not only reflected in the stock of Oriental Shares. As a Chinese military company, China-Singapore Communications also saw its stock price skyrocket after the year.

From the closing price of 20.41 yuan before the holiday to today's closing price of 30.31 yuan, China-Singapore Communications' stock price has increased by nearly 11% in the 50 trading days.

The price of 30.31 yuan is just one yuan away from the closing price of 31.31 yuan before the thunderstorm. The stock price has basically returned to the price before the continuous lower limit.

It has been almost 10 months since the date of suspension of trading, and the stock price of Sino-Singapore Communications has returned to its original position. This is something no one expected.

Most of the time, a big theme concept can often change the fate of a stock. This is the case for Oriental Holdings and the same is true for China-Singapore Communications.

The stock price continues to rise sharply, and the shareholding proportion of China New Communications in Jun's real-price investment is naturally getting higher and higher, and there is a tendency to exceed the position limit.

Therefore, in addition to the shipment of Oriental shares, Sino-Singapore Communications, which currently holds 7.76% of the shares, has to put forward a proposal to reduce its holdings.

As of today, the total market value of Sino-Singapore Communications held by the Junshi Group is 112.55 billion yuan, making a profit of more than 128% compared to the original cost of establishing the position.

Its overall floating profit was nearly 64 billion yuan. Just this investment from China-Singapore Communications once again raised Gu Junhao's net worth to a new height.

On the evening of February 2, China-Singapore Communications issued an announcement: "After being notified by shareholder Junshi Capital Co., Ltd., Junshi Capital will conduct concentrated bidding and large-scale transactions within 25 trading days after the date of announcement and within six months. way of trading,
The number of shares held in the company planned to be reduced shall not exceed 1.36983 million shares.Accounting for approximately 2.77% of the company's total share capital; after the shareholding reduction is completed, the shareholding ratio of Junshi Capital Junyou Co., Ltd. will drop to 4.99% of the company's total share capital. "

"Damn it, Brother T is going to reduce his holdings in China-Singapore Communications. Is the 5G hype over?"

"Damn, if you reduce your holdings to less than 5% once, doesn't it mean you don't need to reduce your holdings if you sell them later?" "Gu Laoer's reason for reducing his holdings is really funny. The public fund's holdings have increased to exceed the 10% holding requirement. , it’s not that the stock price is too high and I want to sell it.”

"After some calculations, based on today's closing price, Gu Laoer's profit from reducing his holdings this time is almost 41.52 billion yuan; MD, his cost is only about 49.2 billion yuan."

"Gu Laoer made a big deal. After reducing his holdings, he bought almost 10% of the shares of China-Singapore Communications at a cost of less than 5 billion yuan. Based on the current market value of 1450 billion yuan, he really sold it with his eyes closed. "

"Awesome, it's been less than a year since I opened the position, and I've made more than 60 billion. This is the kind of person who plays with capital. Those hot money are so weak."

"Longjing Road bought more than RMB [-] million in one day and was blown up by the market. Look at Brother T, this is called a pattern. At the beginning, people in Peach Stock Bar thought that Brother T would do hot money, but now it seems that hot money is in Brother T's eyes It’s just bullshit.”

"You can't make that much. You can't sell it until half a month later. Why are you anxious? We have plenty of opportunities to run. The trend is still there and it won't stop because of a reduction in holdings."

"That's what I say, but it should still have some impact on the market. After all, the big boss is going to reduce his holdings."

"I hope there will be no impact on Dongfang Shares. I listed the shares yesterday and haven't sold them yet today."

"What's the point of running away from Dongfang Shares? What Brother T is selling is not Dongfang Shares. Besides, you have a profit of one board, so you can run away casually."

"It's the same sector. There should be a little impact, but I don't think it's a big problem. Oriental shares are played by hot money."

As soon as the evening announcement of China New Communications was issued, it shocked the entire A-share market. As the most popular concept speculation sector at the beginning of this year, the short-term leader Eastern Communications has already shown 10 times the signs.

As a Chinese military company, the stock price performance of Zhongxin Communications unexpectedly returned to the position at the beginning of the suspension in 2018. No one expected that at the time when the concept was the hottest, Gu Junhao would unexpectedly reduce his holdings in Zhongxin Communications.

This is the first public appearance of Junshi Capital in 2019. It can also be regarded as the first public operation of Junshi Capital in the capital market since moving into the new office building.

In the evening, the capital market was discussing what impact Gu Junhao's reduction of holdings would have on the 5G sector.

Whether it was bargain-hunting for the market or China-Singapore Communications last year, Gu Junhao has proven his strategic vision. Does this reduction mean that the first wave of hype on the 5G concept has reached a stage?

But in fact, the market seems to have forgotten that Gu Junhao rarely reduces his position at the highest position of a stock all at once. When the funds are small, he does not want to eat the fishtail market.

After the funds are large, one is to facilitate selling, and the second is to reserve a certain space for the market to avoid a one-time operation that will cause the stock price to drop sharply.

In this way, it seems a bit hated; as an organization, you still have to pay more or less attention to your appearance.

Tuesday, April 2019, 2.

At the end of the call auction, the stock price of China New Communications opened slightly lower at 30.18 yuan, and Oriental shares opened at 37.07 yuan. The stock price continued to open at the daily limit price.

One is a Chinese military and the other is a short-term leader. The two stocks have different performances. The price of Oriental shares of 37.07 yuan will also be officially upgraded to the ranks of stocks with a 10-fold increase. The sentiment has been raised to the extreme.

At this moment, it no longer matters what the consequences will be if the leading company is reduced by a large investor. For Oriental Shares, which Tibetan Mastiff is deeply involved in, the expected price of 50 yuan appears most frequently in the stock comment area!

At 9:30, the transaction officially began, and the situation on the court suddenly changed.

Whether it is the Chinese army that opens low or the short-term leader whose emotions have been raised to the extreme, super selling orders will hit the market at the same time as soon as the market opens.

中新通讯秒跌至5%以上，东方通信被近6亿元的卖单从37.07元的涨停价位砸至34.60元，股价下挫超过7%！

"What the hell, I haven't had time to cancel the order yet. Who did this?"

"Damn, I lost 7 points at the opening. I'm so disappointed. Where's the 50 yuan I promised?"

"Damn it, the China-Singapore communication belt collapsed. Mr. Gu is a fool. Why should he issue a shareholding reduction announcement at this time?"

"Hurry up and run. Damn it. I originally got two plates, but now it's just over one. If I had known about the call auction, I would have sold it."

"Don't talk about it. Brother T's influence now is really unparalleled. A market worth more than 1400 billion yuan hit more than 5 points in seconds after opening, and several billions were gone in an instant. It's really impressive."

"This is the big money inside that is rushing away. There is nothing we can do about it; hey, I hope I will lose less today."

With the massive selling orders of China-Singapore Communications and the plunge of Dongfang shares, the 5G concept has also entered an adjustment mode.

Throughout the day, Sino-Singapore Communications' willingness to flee was very strong, and its trading volume continued to increase. While Oriental shares were above 10 times the price, the difference was also very obvious.

Dongfang shares, which were also smashed immediately after opening, continued to have funds trying to seal the market throughout the day, but every time they were pulled up to the daily limit, they were quickly smashed down.

In the afternoon, as Oriental shares were closed again and low-priced 5G stocks rebounded, China-Singapore Communications, which had been fluctuating at low levels throughout the morning, tried to pull up, but the power of the short side was too strong.

At 14:30, Oriental shares, which had been closed for an hour in the afternoon, were once again opened by a sell order of 1.67 million yuan, and the stock price went straight to the lowest point in the morning.

With only half an hour until the close, the leading stocks plunged, which seriously affected the overall sentiment of the sector. In addition, China News Communications also continued to plummet.

Suddenly, there were so many stockholders following the trend, causing the trading volume of the two stocks to continue to rise in the last half hour.

At 15 o'clock, Sino-Singapore Communications' stock price closed at 29.90 yuan, a decrease of 1.35%. Dongfang Shares, which plunged sharply in late trading, closed at 30.67 yuan, with its stock price plummeting 8.99%!

Unfortunately, the funds that were allocated in the early trading were completely wiped out.

China-Singapore Communications' transaction volume today was 97 billion yuan, and Oriental shares' trading volume was as high as 19.32%, with a turnover of nearly 60 billion yuan throughout the day!Both of these two leading stocks have set new single-day trading volumes since their listing.

A high-level and huge-volume cross star, and a high-level and huge-volume bald-headed and barefooted negative line will bring immeasurable losses to investors who are chasing higher today.

Judging from the trading volume, the trading volume of the entire concept sector has reached a peak state today. The high and huge negative trend also means that a large number of funds have chosen to take profits today.

The trading volume of these two stocks alone today is equivalent to 10% of the GEM, and the trend of Oriental shares is even more bad.

After the market closed, Junshi Capital, which announced last night that it would reduce its holdings in China-Singapore Communications, and Gu Junhao himself, were pushed to the forefront.

　This is the first time I posted a single chapter asking for votes. I didn’t expect everyone to be so helpful. Thank you very much!This is today’s Chapter 2
　　
　
(End of this chapter)