What are Thunder doing with the Thai market recently, and the answer is to hide it.
Stimulated by the expectation of interest rate cuts, the SET index rose, the stock market was optimistic, economic data took off, and Thunder and a series of large institutions also followed the trend, adding positions and grabbing chips.
However, just because financial institutions are doing something on the surface does not mean that they are actually aiming for it.
Thunder is scrambling on the surface, but secretly it is selling and selling short at a high level, and as soon as one side of the buy order is listed, the other side immediately sells more chips at a high level, and then, the research and analysis department has been silent about the changes in the Thai market.
You know, the research and analysis department is now the trump card department of Thunder, Yu Rong is now a leader in the field of financial research, with the help of Lei Hao, the research and analysis department of Thunder is not short of customers at all, and in the era when other financial research institutes also need to send money to send girls to beg customers to order their research and analysis reports, the research and analysis department of Thunder shows its arrogant side.
Yu Rong even began to implement an annual fee system, and then guaranteed the number of analysis documents in the year and for the corresponding field, and finally the group of scholars who were at least PhDs said that the research papers were not sent according to the frequency of time.
Even so, Thunder's research and analysis department has achieved nine-figure annual revenue figures, and the top number is not "1" because they are accurate.
As a result, the research and analysis department of Lei Ting in the financial circle was red-eyed, and even began to have a voice, saying that Lei Hao could be so powerful, completely because he had a group of powerful research and analysts who were working hard for him.
What makes people even more envious is that there was once a research institute that couldn't dig up the backbone of the Thunder Research and Analysis Department for ten times the salary, and this group of people was too "loyal" and too easy to "satisfy".
Only Yu Rong's group knows that if they dare to jump ship, not to mention that the thunder's fury can't be withstanded, even the aura on their bodies will be removed immediately.
The direction is pointed out by Lei Hao, everyone is actually in the case of Lei Hao pointing out the general direction, conducting complex research, taking out all the data and information, studying in accordance with a general direction, and then issuing a document that is affirmed by Lei Hao.
Working in the research and analysis department of Thunder, the income is not low, and you can usually brush up on papers or something, and then you are still recognized as a leader in the industry, and in the end, you only need to be affirmed by "Teacher Lei" like you go to school.
Only fools will change jobs, and fools will expand the circle of benefits.
Now the staff of the research and analysis department who can talk directly to Lei Hao are all controlled by the veterans of the department, and everyone has the meaning of working until they are eighty years old, anyway, they can't give up their positions.
Not to mention that other companies poached people, even Xia Yibei, who was about to go out to take charge of KH Guoyin, failed to attract half a person to follow.
Thunder's research and analysis department did not issue a research and analysis document for the Thai market, and Thunder has been absorbing and building a bullish set on the surface, but secretly began to reduce holdings and short selling, which is to hide from the world.
It's just a bit tragic that the research and analysis department of Thunder is the sky in the eyes of some institutions, so Yu Rong has been so sad that his head has turned white recently.
Their own institutions are bearish and think that interest rate cuts will not come out, but Lei Hao doesn't let them study the analysis documents, which is as if they are holding their pee.
"Ask again, tell them, we will not sell analysis reports on the Thai market" Yangcheng, Thunder Headquarters Research and Analysis Department, Yu Rongtou is as big as a fight, this is just some financial institutions with capital flows in Thailand, it is already annoying that he doesn't want to, if Thunder is starting to do something to the Chinese market, then the research and analysis department must not be blocked "It's a pity that we are a research and analysis department, not a research institute, we are just a research and analysis department of Thunder."
Yu Rong let the research and analysis department go out independently, but he was always at a loss in his heart, and he didn't know Lei Hao's attitude.
"Just take it."
Shanghai market, if Lei Hao knew Yu Rong's thoughts, he would definitely give the other party a negative answer, but he is now concerned about the matter of Thai government bonds.
CCB's foreign exchange and savings business department took over the thunderous trade offer, that is to say, everyone has directly rolled up their sleeves and worked hard, you are bullish and I am bearish, and as soon as the market changes come out, the slap will fall on the face of a certain party.
But both sides have maintained a minimum of respect for their opponents, and the over-the-counter trading methods adopted by the Thunder and CCB are impossible for outsiders to know as long as they don't say it.
"The positions that were slowly built up in the early stage will be reduced at this time, and if Thailand cuts interest rates, the money is easy to say, and there will be too much money left in the company's hands."
Inside the thunder, in fact, it is also gambling.
The argument that cash is king is not feasible in a clearly positive market, where financial institutions have too much money in their hands, indicating that they are too shallow to enter the market and will not enjoy the benefits of market shocks.
The short-selling mechanism of the Thai market is immature, and if the Thunder wants to sell short, the action of selling chips occupies a considerable proportion, that is, the positions established by the layout some time ago will be rapidly reduced.
However, if the interest rate cut comes to naught, the SET index will fall, and even at a low level, there will be a large number of selling orders, and the thunder can recover or even increase the position, which is equivalent to reducing the opening price.
Bangkok, Thailand.
"Interest rate cuts are inevitable, infrastructure projects are siphoning off too much money, and the market needs more money."
"The capital demand of enterprises is still strong, but the influx of foreign capital is too much, and the loan cost of local enterprises is too high, and the interest rate structure that favors foreign capital must be adjusted."
"Thailand is the Thailand of the Thais" The Financial Management Commission, a group of well-dressed people are expressing their opinions, but Kun Yu, who is sitting on the main seat, is full of black lines.
The so-called elite is a person who can speak loudly about issues that are beneficial to him.
The interest rate level in Thailand is very high, but this is because of the high inflation rate and the expected economic development, in this environment, if the bank cuts the interest rate, it is equivalent to losing as much as you lend out, what are you kidding if you ask them to cut the interest rate?
When the central bank cuts the benchmark interest rate, the private banks can not be birded, and the state-owned banks will immediately release the funds in their hands, and a large number of high-level people will benefit a lot in an instant.
It's real money, that's it.
"The SET index has risen to 13oo."
Kun Yu suddenly said something slowly, and the conference room was suddenly quiet.
Everyone felt a strong sense of malice, and it was Kun Yu who released the expectation of interest rate cuts in advance, and he let people from all walks of life not have too much time to open positions, and now look back at the market, even if it is an interest rate cut, how much benefit can the capital forces promoted "Personally, I am in favor of cutting interest rates, but this matter needs to be implemented more transparently, and it is better to let Odupong lead the working group, and some areas of the central bank also need to be reformed," Kun Yu said with a smile his plan, which can also be said to be a request.
It's okay to cut interest rates, and you can exchange things for things.
It's embarrassing, there's only so much interest left, and if you want me to exchange so many things, that's not okay.
"In fact, even at the current level of interest rates, banks still have no worries about funds being idle, and high interest rates help depositors enjoy higher deposit rates" The meeting changed direction in an instant
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