Now the KOSI index is 2347, up more than 4O points in two days, and the Thunder sold about $4oo million in bullish positions by way of an over-the-counter agreement during this period, recovering $1.6o of funds, and about $1oo million after the replacement is still in the Korean market.
In the eyes of outsiders, these chips were snatched from the tiger's mouth and snatched from the thunder.
But when Thunder continued to sell their positions in the Korean capital market, there was a moment of silence in the market.
Transactions in the capital market, when the magnitude is too high, the cost you need to pay is not low at all, and if you want to get around those damn restrictions, you can't do it without huge ability.
If the Thunder were to deal with those chips in the secondary market, and then transfer and replace the proceeds, the time alone might need to span weeks in weeks.
Now that an opponent has come up, Xi Zizi took over the selling order and helped the Thunder make a layout.
If you know that the Thunder are going to sell these chips, and the opponent will give the corresponding preferential terms when the opponent is brainless, this matter will definitely have a twist and turn.
"Retreat or more extreme short selling" If the Thunder just exits, the rest of his contract will be taken over, and if it is a backhand short, then the problem will be serious.
"The Thunder has no intention of pumping money out of the Korean market."
South Korea, Er, Li Enjing hung up the phone, with a hint of trembling in his tone: "1oo0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 "This guy damn it, I knew it, I should have known" Maillol's expression was complicated, muttering in his mouth, but a smile slowly appeared on his face: "We were tricked." ” What bullshit to exchange the position of the Korean market for the Thai baht, what to transfer the investment direction of the comical comparison, all are fake, Thunder did not retreat, but took his fist back, Lei Hao's goal is to short the Korean market, manipulate the Thai baht exchange rate, and strive for a separate layout of the Thai market.
"We've been tricked."
Mayor's tone was a hint of heaviness, but also anticipation: "Don't worry about the baht, remember our conclusions, don't play any tricks and use our funds to crush the past" "Maybe they're just leaving."
Li Enjing was a little weak-hearted.
"No, so much money is placed in the Korean market, is Thunder ready to earn interest, he will definitely short" Mayor's premonition in his heart was extremely strong: "From the moment he rejected us, we should have known that he didn't want to bow his head" Judging from the confrontation on the capital side, Lei Hao is a counterattack, first making a posture that is also optimistic about the Korean market, and as soon as the chips are shot, he immediately begins to clear his position and start preparations for shorting.
In this way, Thunder must get the Thai baht, but also because of the bearish South Korean capital market, they have long been ready to turn the gun, when the chips are exchanged for funds, the Thunder will also break free from the shackles, and draw strength to begin to look at the Thai baht exchange rate, but also show the South Korean market.
"We didn't have that much money set aside for the Thai market, which means that if we operated on both sides, the leverage would be relatively higher."
"The bulls have grabbed a more concentrated amount of chips, which is equivalent to unleashing the power of other market participants, and from that point of view, the power we face is generally the same."
"The stock market crashed, funds either fled, or hedging, and the won exchange rate fell, which is the conclusion of our current analysis, but the exchange rate should not change very much, and South Korea has sufficient foreign exchange reserves to cope with these fluctuations."
"There is only one exchange rate for the Thai baht, but due to the unsmooth access channel, the central bank's approval of the capital account and the circulation of the baht have a greater impact on the exchange rate.
"We don't have monetary reserves of strategic magnitude, and I prefer to explain the plan in terms of guidance rather than manipulation."
Hong Kong Island, Thunder.
Lei Hao spit out the sullenness he had received during this time, and in his own territory, he could express his speech to his heart's content.
The plans of financial institutions will be relatively stable in the general direction, but the specific steps are changing all the time.
Up to now, Lei Hao is more about the general direction of analysis, specific to each step, will be made by Leo, Tao Liyu, Zhao Lichen and others according to all the documents, and the final plan signed by Lei Hao will be the day's trading plan.
When the plan is passed to the head of the trading department, it has a certain degree of flexibility, and when it is handed over to the trader through the head of the trading department, the flexibility will be further reduced, and finally the front-line traders are like soldiers, trying to complete the tasks assigned by their superiors.
If the flexibility of the plan does not cover the volatility of the market, the director of the trading department, the director of the investment department, and the general manager of the research and analysis department play a huge role, and they can meet at any time to adjust the trading plan.
For the Thunder on November 13, the trading plan is very straightforward: sell Follow the steps to exchange the chips in the Korean capital market for cash, and then start to open a small amount of short positions, and slowly, the overall short position will appear.
The plan is implemented, and the first question immediately arises, whether the KOSI index will fall, and whether there is enough to support the liquidation of the thunder.
"The correlation point for the bullish position is 234o, and if you don't maintain the selling volume in the rally, it is better to pursue the average position of 235o according to the original plan."
"But we can't wait too long, and it's impossible to leave the money alone."
"Selling bullish positions, selling short contracts, and starting to sell the won is a systematic operation, but for the time being, we have to expect a positive situation in the Korean market."
"It's an irony."
In order to build a position, financial institutions hope that the market will be good, stimulate the amount of energy, and raise the price that can be sold short, and when they are bullish, they hope that the market will be bearish, these two phenomena are very common, but relatively speaking, this mentality will appear more in the main force, because large funds can affect the market.
The Thunder wants to exchange more shorts, and in the early stage, all they hope for is that the index is high enough and the volume can be large enough.
However, judging from the economic data of South Korea, the index looks good, but the amount of energy cannot meet the demand of the thunder, that is, it has begun to shrink and rise in recent times.
This is a very dangerous sign, proving that both upward and downward forces are hesitating.
The second Monday of every month is the time when South Korea releases economic data, and in November, which is close to the end of the year, institutions are actually preparing to withdraw funds.
So the amount of energy will always appear, the difference is above or below, Thunder feels that it will be above, because it can't fall
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