Rebirth: The Financial Giant

Li Mingyang went to Tiansheng Value Growth Mixed Fund Management Department to deal with the affairs instructed by BOSS, while Lu Ming came to the trading room. The fund suddenly increased by more than 30 billion, and he had to enter the upper position as soon as possible, otherwise it would affect the net worth income.

It is worth mentioning that although the manager of Tiansheng Value Growth Mixed Fund is under the name of Lu Ming, Li Mingyang spends most of his time in the management. The assistant, Li, is in charge and is already the de facto fund manager.

Lu Ming can only hold the post of Tiansheng Value Growth Mixed Fund Manager for a long time. His name and this fund have been tied together in a sense, and it is already a kind of belief. Investors are blind and superstitious.

As long as Lu Ming's name is not in the position of the fund manager, believe it or not, it will flash to you in minutes, and there will be a large wave of redemptions.

In the minds of the majority of Jimin, the reason why Tiansheng Enchantress is a monster is because of Lu Ming. Without him, she is an ordinary chicken, which has formed an anchoring psychology in Jimin's mind.

But it doesn't matter, it's just a name, then hang it up, the other five closed funds with flexible allocation are not also listed as investment advisors.

...

trading room.

There were less than ten minutes before the call auction time. Lu Ming scanned the major markets and glanced at his own company, Tiansheng Holdings.

The annual report that exceeded expectations was released at the close of the market last Friday. Investors all felt that the market would rise sharply yesterday, but the result was the opposite of the investors' prediction. Instead of rising, it fell slightly and adjusted.

Tiansheng Holdings is an institutional ticket and the ballast stone of the brokerage sector. Its special attributes are destined to not rise randomly, and now it is being strongly suppressed by institutions.

The current circulating market is still too small, and the institution has a strong ability to control the market. After the release of the fixed increase shares in April and the release of more than double the circulating market, the control of the market will be relatively weak.

Lu Ming glanced at the top ten stocks with heavy holdings in the fund. Zhongguo Construction, which was full of 10% of its holdings, is no longer there. It ran out as early as the high point at the end of November last year. It took almost half a year to eat nearly double the income.

"Haitian An's Maowulu" is still full of positions. These six votes currently account for 70% of the fund's total stock position, which has already exceeded the full position. The reason is that Lu Ming has not moved and these stocks continue to record more and more. The high floating profit has led to a premium of the market value of its positions to the proportion of fund positions.

After the fund is full, because the premium exceeds the top level of the position, it can not sell but cannot continue to increase the position. Only by reducing the position to less than 10% can the position be increased. Lu Ming chose to lie still.

This is the "Six Meridians Divine Sword", the ballast stone of the Tiansheng Enchantress, and they will not easily move their positions until the market collapses completely.

After the call auction ended, and the continuous bidding started at 9:30, Lu Ming immediately issued the first order of the day: "Open Fenjiu and add Yanghe shares."

In the morning, come two bottles of wine to suppress the shock and refresh the mind...

I have more than 30 billion in my hand, but the current transaction volume of these tickets is not large, so I can only accumulate funds slowly, otherwise, the daily limit will be raised every minute to carry the sedan chair to other funds.

The secondary market obviously can't meet Lu Ming's needs for opening a position today, but it doesn't matter. After the market closes at 15:00, he will continue to buy and buy through the bulk trading channel.

While the traders were executing the trading orders, Lu Ming continued to issue new orders: "Haier Home, Gerry Electric, and Magnesium Group continued to take positions and open positions in Zhongguo Shenhua, Muyuan, Zhongguo Pacific Insurance, and Jingdong. Fang, Hilo Cement, Pian Tze Huang, Changchun High-tech, Zhifei Bio, oh and Yili and Aier Ophthalmology continue to increase their positions.”

I ordered 15 votes in one go, all of which are blue-chip heavyweights, but they are not enough. Just these 15 votes can’t be finished with 32 billion yuan today.

These 15 votes are all constituent stocks in the "Tiansheng 150" investment portfolio without exception. Lu Ming is now selecting and adding positions from the "Tiansheng 150", because Big A has no more investment return than these 150 constituent stocks. It is a fund of this size and scale that is in line with Tiansheng's value growth mix.

Lu Ming glanced at the market and saw Huiding Technology, a stock in the semiconductor sector.

This ticket is a new stock, and it is also an enterprise invested by Tiansheng Capital in the primary market. It holds 10% of the equity. The company went public last year and went out of the 19 one-word daily limit. %, and then the opening board was the limit of the dark cloud cover, and then it fell all the way. The stock price fell to 96 yuan now, which is basically cut from the high point.

Tiansheng Capital didn't move. It's not that Lu Ming didn't want to move, but that he couldn't move. Otherwise, this wave of cuts would definitely be a big T, but this round of killing is destined to be unavoidable, because the primary market investment and as a major shareholder, The lock-up period is three years from the first day of listing.

However, Tiansheng Capital's low-cost floor price of 17.26 yuan is still profitable even if it falls below the issue price in the secondary market. This is a cost price that investors in the secondary market can never get.

Even if it is cut in half, Tiansheng Capital's investment in Huiding Technology still has a floating profit of +456.2%. This ticket is expected to give Tiansheng Capital a return on investment of more than 20 times in 2020, and it will basically reach the peak in 2020. , the ban was lifted by then, just enough to cash out the full profit near the top.

At this moment, Lu Ming glanced at the ticket of Huiding Technology and ignored it. This ticket is now all IPO offline subscription funds are being sold to cash in profits, and now it was just last year that new funds were released.

Although the ban has been lifted from the high point, there is still a floating profit of more than 3 times for new funds, and the sale is the real profit.

Lu Ming did not intend to open a position on this ticket. It will trade sideways for a year in the future. After the trading, it will rise a little and then fall for a year until it hits the huge market of semiconductors. what does it do?

It is one thing to have a floor price and a limited sale period for venture capital in the primary market. The timing of investment in the secondary market is the key. This ticket will not be touched in the next two years.

...

When the market opened in the afternoon, Lu Ming finally confirmed that he had selected the investment targets he liked. It took a lot of energy to screen the targets, because he had to consider the problem of raising the placard, otherwise the third placard would be triggered accidentally.

Most of the constituent stocks of Tiansheng 150 already hold more than 10% of the shares, and some of them are about to reach the water level of three placards. Although Tiansheng Value Growth Mixed has different subordinate institutions, they are all acting in concert. To put it bluntly One point is that the shares held are all voted by Lu Ming or Tiansheng Capital, that is, people acting in concert.

At 13:26, Lu Ming issued another transaction order: "Buy Zhaoshang Bank, Ningbo Bank, and Ping'an Bank."

There are so many bank stocks in Big A, Lu Ming only allocates these three, because there are really only these three in bank stocks. Although playing with other stocks will not make you lose money, you will not lose much, but don't think about it. There is a huge return on investment, which is equivalent to playing a lonely game, and even inflation may underperform.

For Lu Ming, not making money is a huge loss, because time cost is the biggest loss~www.novelmt.com~ Among bank stocks, Ningbo Bank is Lu Ming's favorite, and there is no way anyone can make this bank bad The loan ratio is the lowest among all listed banks, and the provision ratio is the highest. The market value is not high among bank stocks. The excellent fundamentals make Ningbo Bank the only big A with the potential to double every year, five years and ten times. of bank stocks.

Lu Ming continued to issue instructions: "Zhongguo Zhongmao, Haikang Microvision, Wanghua Chemical, Baogang Co., Ltd., Weichai Power, Beifang Huachuang, Ganfeng Lithium Industry, Luoyang Molybdenum Industry, continue to accumulate and buy!"

Traders assigned to trading orders on the trading floor strictly followed the quotations and positions given by Lu Ming.

Today, 26 stocks were added or opened, and the current holdings of Tiansheng Value Growth Mix have also reached 37, and the positions of the top ten stocks with heavy holdings have been reduced to below 80%.

Relatively speaking, it has been scattered a little more than before.

For the 26 constituent stocks that were operated today, there were not many transactions in the secondary market. The amount of funds exceeded 30 billion. This is not a small amount.

...