The company's position in Qiming shares is not large, but Lei Hao personally holds the original market value of 20 million shares, which is really the top priority.
At a glance, the current price of Qiming shares is 429, which has been up and down, and more than a dozen stocks such as China Seed and China Animal Husbandry have also been blocked, and all the underlying stocks of Lei Hao's heavy position are in it.
However, with the deeper interpretation of the policy, the market has become much more rational, and part of the buying orders of the up-limit line have been withdrawn, and the funds have been invested in other related stock targets.
At 11:30, in addition to Qiming shares, the rest of the stocks are no longer blocked by the price limit, due to the participation of Lei Hao, the closing price of several stocks such as the seed and animal husbandry yesterday was nearly 5 higher than the original time and space, their stock prices began to loosen, but still stood firm at the limit.
"Go bring something to the conference room, we're going to have a meeting while we eat."
The market closed at noon, Lei Hao walked out of the trading room and instructed Li Yingfeng.
The stock is rising, and how to operate next, how much can the policy be good for, how many figures can be contributed to the valuation, and whether to take the opportunity to exit these things will have to be decided by Lei Hao.
The financial industry is like this when it is busy, and it is impossible to eat at ease, Zhao Lichen and Leo and others also understand and show no complaints.
As for Lin Lirui, Yu Rong and Xia Yibei, they are already busy at this time, they are in charge of information collection and information analysis, and now is an extremely tense moment.
"I suggest closing the position," compared to the few people who stayed in the trading room, Yu Rong and Xia Yibei had already read some analysis documents, and Yu Rong stood up first and said: "We have to consider the speed and timing of exiting." ” "Yes."
Xia Yibei also quickly added: "After the big rise, it is likely to be an adjustment period, and now at this point in time, it is conducive to our exit, and I personally feel that after the two days of good digestion over the weekend, the valuation of the agricultural sector will be stabilized, and it will be slightly lower than the current price." ” After briefly talking about the suggestion, Yu Rong and Xia Yibei looked at Lei Hao very nervously, like students waiting for the verdict to be announced.
It's no wonder that during this period of time, Lei Hao has put too much pressure on his subordinates.
Yu Rong, as a subordinate, saw that his boss could make the right decision every time, and he simply became an echo worm, if he didn't make some achievements, how would he mix in the future Xia Yibei was almost knocked out by Lei Hao when he first arrived, and he had to work hard in order to express himself and get a better environment and treatment for his future work.
Leo and Zhao Lichen are silent, the two of them are traders, and they feel that they can't be sure of the market outlook for the time being, so they can only secretly make up their minds to do their best in trading.
The audience just watched Lei Hao sit there and flip through the documents, and when Lei Hao asked questions casually from time to time, whether it was Yu Rong, or Xia Yibei, or Leo, they would clearly give answers in their field of work.
"In addition to Qiming shares, other stocks related to this good news, clear the position, and transfer the funds to the weighted stocks."
Referring to the opinions of his subordinates, after reading the key analysis report documents, Lei Hao made a decision.
Liquidation is definitely about finding the right price, and the same is true for Lei Hao, but he has the advantage that the expected profit for the coming week has been locked.
For example, if you sell the stock in your hand for 100 yuan now, if the underlying stock rises to 101 by then, it means that you will earn 1 yuan less, but Lei Hao also earned 1 yuan with this 100 yuan, so what is he afraid of "Qiming shares" Yu Rong and Xia Yibei and others exchanged glances with each other, the fund held very little in this stock, but the account representing Lei Hao's private property had a very high position.
Although there was some incomprehension of Lei Hao's practice of clearing other stocks and leaving only Qiming shares, everyone didn't say anything.
Or to be more precise, when the proposal to clear the warehouse could be affirmed by Lei Hao, Yu Rong and the others seemed to have a feeling of tears in their eyes.
It's not easy, this is the first time that Lei Hao has almost accepted the opinions of his subordinates, and this can be celebrated with a firecracker.
"Qiming's market is a little weird, and it's okay if you don't clear your position."
Xia Yibei said with a clear conscience, in fact, he felt that the stock price of Qiming Group was too high, and it was too weird to have too many buying orders to close the price limit at this moment, but it was the stock that should be cleared the most.
"Sycophants."
Listening to Xia Yibei's words, Yu Rong scolded in his heart, and he felt the pressure of competition, and immediately said: "According to the actual valuation of this stock, the current market is indeed very weird, I feel that the market will either rise or fall sharply, it doesn't matter if Lei always wants to take a small gamble, anyway, our company's profit margin is huge." ” "Hahaha."
There was laughter in the room.
Indeed, with the current results of Thunder Investment, Lei Hao wants to have a small gamble, and anyone can only admit it obediently, isn't it a big deal if it is a profit or loss within one million.
"Tell me about the stock of Qiming shares in detail."
Lei Hao was very happy by Yu Rong and Xia Yibei's sycophants, but he still asked.
Yu Rong and Xia Yibei also explained seriously.
With the in-depth analysis of Qiming shares, Lei Hao felt a little surprised, the business prospects of this stock showed no signs of improvement, even if it has the benefits given by the Ministry of Agriculture, it should not have so many buying orders even if the limit is up.
"The contract between Qiming Group and South Korea, which of you knows the details," Lei Hao asked.
"South Korea" Yu Rong and Xia Yibei both frowned, and then Xia Yibei, who understood the details better, said: "Obviously, this kind of contract involving politics cannot be terminated at will even if it suffers losses, and Qiming's valuation has been dragged down a lot by this contract." ” "If the contract is voided, how much can its valuation be increased?"
asked Lei Hao.
"My team and I had actuarial calculations on this point," Xia Yibei said: "If today's new policy of the Ministry of Agriculture is favorable, according to the exercise price of the debt-to-bond swap, it will be about 265." ” "Isn't 265 divided by 115 to be 10, which happens to be today's increase."
After calculating the number of 15, Lei Hao was suddenly shocked, this is the number estimated by Leo.
"There may be changes in the contract of the Korean side, does Manager Xia have anything to do with Qiming Group, can you help me call and ask," Lei Hao asked with a smile.
The boss has a request, of course Xia Yibei can't refute it, he took out his mobile phone that had been adjusted to conference mode, and made a few calls, the more he contacted, the more strange his face became.
After making all the calls, Xia Yibei looked at Lei Hao with admiration in his eyes.
At this time, in Bac Ha Province, in the chairman's office of Qiming Group, several directors looked at the person who had just hung up the phone, and their nervousness was beyond words.
"Why would anyone know this information?"
"Has anyone leaked the news from our side?"
"Damn traitor" The director who hung up the call with Xia Yibei wiped his sweat and said helplessly: "I don't know, Lao Xia said that it was speculated by their boss." ” There was silence in the office: