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Chapter 311: Rebalancing Countercyclical Investments


In the next few days, Xiao Bai applied the mathematical model to analyze it, and felt that his and Liu Yixiong's judgment should be correct.This matter is more important, Xiao Bai called Tian Chunxiu and Liu Xiaoling, telling them that he was going to Xiangjiang to deal with some things, and he might not be able to go to ZH recently."

Brother Xiao, Xiuxiu can't leave here, I'll go back on the weekend."

Liu Xiaoling has two days off on the weekend, and she is ready to go back to Shencheng."

Well, then I'll call back later."

Xiao Bai didn't know if the weekend was in Xiangjiang or Shencheng, but it was also very convenient to travel between the two places, so he could talk about it then.Putting down the phone, Xiao Bai took Han Weiguo and others to Xiangjiang."

Let me start with the basic idea, I think the CSCO stock price may start to fall below $2 and enter a deep correction period.Yoshio, from now on, let's sell CSCO above $2.Sell as much as you can.As for the compensation, it is necessary to make a decision according to the actual situation. ”Xiao Bai convened a meeting of all the members of Yingsheng Investment and Financing Department, which was a good practical case, and he hoped that everyone could feel it."

Okay, Xiao Dong!

I'll go down and I'll assign tasks.I don't think there's too much to rush when selling, you can sell small and large orders slowly, and there should be plenty of time. ”Liu Yixiong will be in charge of the specific operation, and he will let his employees take turns to experience it, which is a rare opportunity to be honest.After the meeting, Xiao Bai returned to the office.Jiang Youwei then knocked on the door and came in, walked to the sofa and sat down: "Dong Xiao, I have been in contact with the Stock Exchange recently, and I am afraid that I am not optimistic about the listing of AUO Microelectronics." ”AUO Microelectronics is the most in need of listing, because the company's development requires a large amount of capital, and it is indeed a bit troublesome to rely on Xiao Bai's own investment.However, although AUO Microelectronics has developed rapidly, its performance has not been good.In particular, in terms of net profit, there has not been much improvement.There is really no way to do this, AUO Microelectronics has invested too much in talents, equipment and R&D.At present, the No. 2 purification plant of the integrated circuit manufacturing company is still under construction, and after this production line is put into operation, the profit situation will be improved.The listing of enterprises has clear requirements for revenue and net profit for three consecutive years.If one of these two indicators is unqualified, it is impossible to be approved for marketing."

Mr.

Jiang, take your time.Don't give up on your side, even if it's to gain experience. ”Xiao Bai is actually not in a hurry, at present, the funds of Shencheng Times Technology Group and Xiangjiang Yingsheng Investment are very abundant, and it doesn't matter if you wait for a while.Others, such as BOD companies, have no problem with revenue and performance, but they have been established for a short time, and they can't get the operating data for three consecutive years for the time being.As for Sihai Electronics and Times Communications, they will not consider listing for the time being.Both companies are not short of funds at the moment, and they will develop themselves for a few years first."

Okay, I'll try."

Jiang Youwei breathed a sigh of relief, he was really afraid that the boss would blame him for not doing things well.At night.After Xiao Bai ate, he came to Eddid Securities.He wanted to see the details of the market for tonight's trading, and the purpose was to upgrade his mathematical model.After ten o'clock in the evening, Liu Yixiong began to give instructions continuously.Several employees of the investment and financing department kept tapping on the keyboard, and there were many small orders and multiple pending orders."

Dong Xiao, the trend of CSCO looks very strong, but in fact, it has reached the end of the strong crossbow, and the upward rush is weak."

Liu Yixiong stood behind Xiao Bai and couldn't help but complain.Today, CSCO's stock price has been hovering between $2 and $210, and while many investors are still waiting for the stock price to hit a new high, Xiao Bai has begun to quietly sell."

That's right!

Yoshio, you keep an eye on it, I'll go back first. ”Xiao Bai stayed until 11 o'clock and felt a little sleepy, so he got up and planned to go back to rest.Before he could go out, Tang Ziyan, who got the news, ran over."

Xiao Dong, you won't call me when you come, it's not interesting enough.It's getting late, how about I invite you to a supper?

”Tang Ziyan smiled like a flower, and Xiao Bai was still embarrassed to refute her face in the end.So, Xiao Bai and Tang Ziyan left the securities company together and went to drink shark fin porridge."

Dong Xiao, I heard that Mr.

Jiang has been running the listing on his side, did he encounter any difficulties?

If you need help, don't hesitate, I can help you more or less. ”Tang Ziyan once introduced some contacts to Xiao Bai, but until today, Xiao Bai has not taken the initiative to find these people.For Xiao Bai, he is actually not afraid of owing favors, mainly because he feels that the time is not yet ripe."

Manager Tang, thank you very much!

I'm just thinking about exploring the path first, and I'll be looking for your help when I submit my application. ”Xiao Bai and Tang Ziyan are already very familiar, and he knows that the other party is very good.Therefore, his words today are not perfunctory.When the time comes, if he needs help, he and Tang Ziyan will not be polite."

That's right!

Would you like to find a place to have a drink or two?

”Tang Ziyan began to seduce Xiao Bai again, she actually still wanted to have some relationship with this young and handsome rich man that transcended distance.Xiao Bai couldn't help but shake his head again and again, and said with a smile: "Manager Tang, Sister Tang, my eyelids are starting to fight now, I really have to go back to sleep." ”"Okay, then I'll wait until next time I get a chance."

Tang Ziyan glanced at Xiao Bai charmingly, and she didn't entangle, she immediately paid the bill and left.Xiao Bai sat in the car, remembered Tian Chunxiu's evaluation of Tang Ziyan, and couldn't help but be happy: Isn't this Manager Tang a fox spirit?

To tell the truth, Tang Ziyan is the age when a woman is the most attractive, and her appearance and figure are impeccable.The reason why Xiao Bai avoided the other party was not because he was not chaotic, but because he never wanted to intertwine business and lust.Weekend.Xiao Bai returned to the deep city.Liu Xiaoling and Luo Wei also came back from ZH at the same time, and Xiao Bai simply took her to the beach for a vacation, just enough to relax."

Xiaoling, are you having a good time over there?"

In the evening, Xiao Bai and Liu Xiaoling sat on the reclining chairs on the balcony, facing the sea, with a touch of sunset on their bodies.Xiao Bai held a glass of red wine in his hand and turned his head to look at the other party."

Well, it's pretty much the same for me, I mean the work side.However, Xiuxiu is very happy in the company, and after the pharmaceutical factory is put into production at the end of the year, she and Meiling should be promoted. ”Liu Xiaoling is not so much to help Tian Chunxiu as to accompany her."

It's okay for you two to go over there and exercise, Cai Dong is very strong and capable, you can learn more from others under him."

Xiao Bai smiled slightly, he has figured it out now, let them toss, it's not a matter of always chaining people in front of their eyes."

Brother Xiao, let's go eat later, if you don't like to move, I'll let them send it over."

The two rented a holiday villa by the sea, and they could go to the restaurant for dinner, or they could have the restaurant bring it over."

Let them send it over."

Xiao Bai replied lazily, he really didn't want to move today.The two-day holiday passed quickly, Liu Xiaoling returned to ZH, and Xiao Bai also had to face tedious work.On this day, he was in the office and received a transatlantic phone call.The call came from North America from Wei Jianjun and Li Kai, who is now a master's student at the University of California, Berkeley, and happened to be an alumnus of Li Kai.The three of them exchanged a few words on the phone, and Xiao Bai smiled and said, "Okay, Lao Wei, you and Xiao Kai should pay attention to your body over there, and secondly, you must have a safe mind, and nothing else." ”Xiao Bai learned that everything was fine with the two of them over there, so he was relieved.Wei Jianjun did not sign an agreement with the company before leaving, and the funds to fund his education were paid by Yingsheng Investment.It can be regarded as Xiao Bai's personal sponsorship."

Brother Xiao, you have time to come to North America to have fun, and Lao Wei and I will be your guides when the time comes."

In the end, Li Kai snatched the phone and invited Xiao Bai to go around the United States."

Well, I'll talk about it when I'm free, I think I'll have a chance."

Xiao Bai immediately hung up the phone.He didn't have too much enthusiasm for going abroad.He is no stranger to foreign customs, so let's talk about it when I have time.As the temperature gradually rises, Shencheng ushers in the best season of the year.During this time, it was neither cold nor hot, and the sun was also abundant, Xiao Bai went to Xiangjiang to participate in two high-end customer activities held by Standard Chartered Bank.At both events, he met Li Longbin of Jucheng Real Estate, who has a strong interest in investing in the mainland."

Mr.

Li, with all due respect, the timing of investing in high-end office buildings in the mainland in the past two years is not right.In the past two years, a large number of such projects have been launched in several major cities in China, and they will be completed one after another from next year, and the domestic market will not be able to absorb more Grade A office area for the time being. ”Xiao Bai saw that Li Longbin was very sincere, and the other party was also quite good, so he revealed a few words to the other party.The construction period of office projects is generally 2 to 3 years, and many similar projects have been built in Shenzhen, Modu and Beijing in recent years.These projects will be completed and delivered in a concentrated period from 1995 to 1997, and latecomers will naturally be affected to a certain extent.The key point is that Xiao Bai cannot say that the Asian financial turmoil that will sweep the whole of Asia in a few years will have a greater impact on domestic Grade A office buildings.As a result, office vacancy rates have risen sharply and rents have fallen, so it is better to wait for countercyclical investment."

Xiao Dong, I believe in your vision.What other industries do you think are worth investing in in now?

”Li Longbin nodded, although he didn't see it as thoroughly as Xiao Bai, he wasn't ignorant.The vague ideas before were verified by Xiao Bai, and he felt that he was very rewarding."

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This topic is a bit big, and I can't say what it is."

Xiao Bai didn't answer Li Longbin's words, this kind of thing is not impossible to talk about, the key is that the relationship between the two has not reached that level.