"Ray, are you kidding" Leo's eyes widened and he said, "Agricultural stocks are high in chips" "Mr.
Lei, now the stock market funds in and out of the capital frequently, the trading volume is enlarged, the probability of the market rising in the future is indeed higher than the probability of falling, but in the case of agricultural stocks, the trading volume has shrunk, the data is in a downward trend, and the policy is not good."
Yu Rong analyzed.
Xia Yibei had been quietly observing beside him, and after he heard the words "high-level chips" in Lei Hao's mouth, he immediately thought about the reason why Lei Hao bought those convertible bonds.
"In order to choose the exercise price of Qiming shares is 4 yuan, and now the stock price is 372, that is, it has to rise by 75 to reach the exercise price, but even if it is reached, 20 million is converted into stocks, as long as it is thrown, it will definitely be an impact on the stock price."
"After deducting Qiming shares, the convertible bonds of other companies, the difference between the exercise purchase price and the stock price is also 4 to 5, if Lei is confident and directly raises it to this price, the difficulty of absorbing chips will be reduced."
"It's just that in this way, Mr.
Lei is not so much believing in me, but like-minded, but at which price he wants to use to absorb 123, it is impossible to raise it to 4 or 5."
"Manager Xia, Manager Xia" Xia Yibei was immersed in thinking, when he heard someone calling him, turned his head to look, and saw Lei Hao's somewhat serious expression, and his heart suddenly sank.
"Manager Xia has invested in so many convertible bonds, and if he wants to have a deep understanding of the companies in the agricultural sector, it is better to talk about his own analysis" Lei Hao repeated the question, and he brought Xia Yibei over for a meeting, which was exquisite.
"Then I'll talk about it briefly."
Xia Yibei has no stage fright, in terms of understanding the agricultural sector, he is the first person here, and his face is full of confidence when he speaks.
"Those who do securities are very clear that every 365 days, the state has 364 days to study how to support the primary industry, and the rest of the day is the Spring Festival break."
Xia Yibei made a joke.
This is not a lie, agriculture is the foundation of a country, any country, as long as there are conditions, will not ignore the primary industry, vigorously support is a very normal thing, China, with a population of 1.3 billion, of course, cannot run.
But the support is getting higher and higher, and the policy is studied every day, for people in the securities industry, this is the same as not studying the policy every day, because you don't know when he will come out with a policy, and it used to be good to say, but now the anti-corruption efforts are so great, the cost of financial corruption is too high, and the sources of information above have become fewer.
"The focus on the convertible bonds of agricultural companies is because my team and I believe that the policy is favorable and will be issued within half a year."
Xia Yibei said something about his own troubles, and said: "Of course, it has been a year since we made this decision."
"Haha, Xia, I like your humor, you have a saying in China called what is the festival mourning and change."
Leo joked with a smile, and after seeing that Lei Hao didn't agree, this guy immediately pretended to be serious again, and said, "Of course, what I'm more interested in is why you still insist" "Because when I was holding bonds, the stock market was falling."
Xia Yibei teased Leo and made the latter speechless, and then stopped, and continued: "During the year, the policy appeared, and the central government issued a document with a number of opinions, but there was no specific policy, the stock market went down, and our warrants were almost equivalent to waste paper. ” "Even so, I still think that there is a profit margin in this, as we all know, our country's policy operation is the first opinion, the law must appear, the central government has an opinion, the department has to react, the longer it is brewed, the greater the reaction must be" "As we all know in the industry, the draft of the Ministry of Agriculture has been made a long time ago, but it needs to be communicated with other ministries" "On the data side, stocks in the agriculture sector are undervalued" Listening to Xia Yibei's explanation, Lei Hao felt very relaxed, there were more and more people in the team, and there was less and less work he needed to do, and he could also learn knowledge from these people's analysis reports, which was really simple and easy.
Another point is that if there are many people, opinions will probably not be unified, at this time, Lei Laohu needs to come out to make ideas, and no matter whether Lei Hao is in favor or against, he is no longer the stubborn Lei Laohu.
Looking up at the time, he found that it was close to 12:50, Lei Hao signaled Xia Yibei to finish speaking quickly, and only after the latter quickly ended his speech did he stand up and began to arrange the trading plan.
"Leo, Qiming shares, pull up its stock price, as high as you want, go all out, other stocks in the agricultural sector, I will give you 5 permissions, tell me, how far you can go" Lei Hao looked at Leo, who nodded and said: "I don't know, because I need to try it, I'll give you the answer at 13:30." ” "Lao Zhao cooperates with Leo, Mr.
Yu and Manager Xia are here, if there is a new situation, give me an analysis report."
"Granny Jiang, you use the fastest speed to transfer the money to the account invested by Wanbei, issue a certificate, and then give these things to Yingfeng, Yingfeng, you go directly to Uncle Yang, I will see in the afternoon, those bonds must be in our company's account" Lei Hao quickly commanded, and the people in the original team were very suitable for this style, and they all responded immediately, only Xia Yibei was suspicious of his own ears.
Qiming shares, no matter how high you are, do you want to pull the price limit?
Other stocks give 5 permissions, which can reach the exercise price of convertible bonds, what kind of trouble is this to use the money of Sunshine Private Equity Fund, and their own account to reverse a position, will it be too blatant Xia Yibei's three views were almost subverted, he thought he was like-minded with Lei Hao, but he didn't expect Lei Hao to be more fierce than him, this kind of operation method is really the first time I have seen it after more than ten years in the industry.
What's even more unexpected is that after Lei Hao's order was issued, the team didn't think it was wrong, and they didn't even have the slightest intention of objecting.
This kind of execution just proves that they believe in Lei Hao's judgment, and Xia Yibei was amazed.
It's just that these decisions are correct, not only Xia Yibei does not approve of it, but it is impossible for anyone who comes to the team to be surprised.
It's just a matter of absorbing chips, why bother to be so fierce with the current market, raise it by one or two percentage points, and do it in ten days and half a month, but it will be more profitable.
Of course, Lei Hao can't wait for ten days and half a month, why did he wait until he took the convertible bonds to raise funds at a high level, because he was worried that Wanbei Investment would use the stock price to rip off.
Now that you have got this batch of convertible bonds, your profits should be in hand, so it's time for the fund to go all out.
Other people's opinions are fine, Lei Hao said that he has never been favored by outsiders, which time is not a heartbeat: