Chapter 87, the plasticization turmoil

After the integration of China's stock market with the international market, foreign capital faced with the situation of high stock prices of many high-quality liquor companies in China, suffering from not being able to buy enough chips at low prices, so they resorted to all kinds of means. The purpose is to achieve the effect of pulling out the radish and bringing out the mud by shorting junk stocks, so that the stock prices of high-quality stocks and problematic companies will fall together, and then, they will laugh at the high-quality stocks that have been mistakenly killed at a low price, so as to achieve the purpose of building a position.

The liquor plasticizer incident, which originated in 2012, is a typical case. Although the incident at that time revealed the problem of adding liquor plasticizers to alcoholic liquor in the brewing process, it finally hit the entire liquor industry. Even international brands such as Moutai and Wuliangye have been hit to varying degrees, and the liquor industry has fallen into a trough since then.

After entering 2018, as the state intensified its efforts to crack down on the consumption of public funds, the first victim was the high-end liquor industry, especially the two leading companies, one is Kweichow Moutai and the other is Wuliangye. Who made the liquor brewed by these two liquor companies taste good? However, some good deeds began to bring up the old things again, setting off a topic about plasticizers in the liquor industry on the Internet, and there was a great deal of continuing to hold the liquor industry accountable for the integrity of the operation, and for a time the liquor stocks in the market began to dive. Even the Wuliangye that Zuo Yuliang and the others bought also fell all the way.

The sudden drop in Wuliangye's stock price was unexpected by Zuo Yuliang. The old thing of a few years ago has long passed, and the major liquor companies have already made clarifications and explanations, and the turmoil of plasticizers has long passed, but some people in the market are still grasping this point, which makes Zuo Yuliang feel that the ulterior motives for suppressing stock prices here are obvious! What kind of person or group are keen to take the opportunity to short China's major liquor industries? Zuo Yuliang thinks about this question from time to time when he is faced with the killing and falling of Wuliangye.

Originally, the stock price of liquor stocks had begun to show a trend of a top correction, but under the blow of these negative news, the original strong liquor stocks also embarked on a long bear road. In particular, it is also rumored that the state will increase high consumption taxes on liquor production enterprises to further crack down on extravagance and waste in unreasonable high-consumption industries. As soon as the liquor stocks entered 2018, they embarked on a road of adjustment that lasted for more than a year. For this reason, Zuo Yuliang's Wuliangye fell by 40 yuan per share, 5,000 shares of the bottom position, and the market value shrank by 200,000. Although Zuo Yuliang has been in the stock market for a long time, he is still a little unexpected in the face of such a huge pullback in liquor stocks.

A piece of news about the expiration of plasticizers knocked down a dry liquor stock, and a rumor of an increase in high consumption tax made it difficult for liquor stocks to raise their heads. As a result, liquor stocks also fell to the kite of the broken line, falling in February and March, falling in March and April, and falling endlessly along the way. Although Zuo Yuliang's 5,000 shares of Wuliangye are already negative costs, he is also a little sad to lose so much market value. The real money of 200,000 yuan was dropped day by day.

Fortunately, there is another relatively comfortable stock rising, that is, CTI. This somewhat comforted Zuo Yuliang's heart. It seems that when he was at a high point, he should have cleared all the Wuliangye! But he always had a certain reluctance in his heart, after all, it was a famous wine in China! Even if he lost money, as long as he had a share in hand, he would be more down-to-earth in his heart!

"Brother Zuo, the liquor stocks have been falling for two months in a row, and they have basically adjusted to near the annual line, do you want to buy some in?"

"Hu Weiyong, you bought Sany Heavy Industry again, bought CTI again, and now you are going to buy Wuliangye again, isn't it ordinary rich?" Liu Pengfei said in a message.

"CTI made 20 points and threw it away, and now there is only Sany Heavy Industry, hehehe. Hu Weiyong sent a message and said.

"Earn twenty points and throw it away, you're too anxious, aren't you? Didn't I say that it would rise tenfold?" Zuo Yuliang sent a message and said.

"Brother Zuo, even Liu Pengfei doesn't believe what you say, and I doubt it! You see that since I got out, hasn't it been sideways every day?

"You underestimate the ambition of foreign capital, right? Are they out at twenty o'clock? This profit is not enough to even cover the operating costs!" Zuo Yuliang said in a message.

"Brother Zuo, don't I want to buy Wuliangye?" Hu Weiyong said in a message.

"According to the law of killing and falling, it is generally three waves of killing and falling, and now Wuliangye has basically completed the first wave of killing and falling, and it has fallen by 40 points, and the stock price has touched the support of the annual line for the first time, and there should be a strong rebound. Cao Yinqiu sent a message and said.

"Cao Yinqiu, are you saying that Wuliangye will come out of the three-wave killing pattern?" Zuo Yuliang asked.

"The trend of such high-performing stocks is often decent, and it will generally go out of the standard three-wave killing trend, and is now in the first wave of killing and falling, and then there should be a second-wave rebound, and the rebound high should be lower than the previous high of 93 yuan. Cao Yinqiu sent a message and said.

"Well, Yinqiu's analysis makes sense, but the current stock price of more than 60 yuan is not a good position to open a position, if you want to buy, it is best to operate with the attitude of grabbing the rebound. According to my symmetry theory adjustment window, this Wuliangye pullback is a large-level pullback, and his goal should be the golden section position of the high point of this wave of market, I estimate that it will fall by at least 60 points, and the time will be one to two years. It's too early to buy. Zuo Yuliang sent a message and said.

"Brother Zuo, you're not so pessimistic, are you? If it falls by 60 points, the stock price will only be more than 40 yuan?" Hu Weiyong said in a message.

"Only such an adjustment can be regarded as sufficient and in place! Only in this way can it attract the favor of over-the-counter bottom-buying funds!" Zuo Yuliang said in a message.

"Also, when it falls, there is news to help, and when it rises, there should definitely be news to help, but we can't guess it now!

"Brother Zuo is a veteran of stock speculation and careful! I am beyond reach, and I have no courage? Right now, without your guidance, even my courage has disappeared, and I am afraid!" Hu Weiyong said in a message.

"It's everyone's luck to buy CTI in this market, and it's a disaster to buy other stocks!" Zuo Yuliang said in a message.

"Especially junk loss-making stocks, you must remember not to touch them? Chen Menglong didn't know where to send the message from.

"Could it be that Menglong was choked?" Zuo Yuliang asked with a message.

"It's a big loss. Chen Menglong sent a message and said.

"I bought Jiangte Motor with 12 fast money, and it has been falling all the way since March? Brother Zuo might as well help take a look and give some advice?" Cao Yinqiu sent a message and said.

"Loss-making stocks! Basically, the trend of killing and falling has been formed, and the market will fall in the future, and the performance is not in charge! I still advise you to break it off as soon as possible, otherwise you will lose money. Zuo Yuliang sent a message and said.

"I've eaten from a heavy position? 30,000 shares have already lost nearly 10,000 yuan? It's really distressing to cut the meat!" Cao Yinqiu sent a message and said.

"When I bought it, I also saw that there were several bank funds holding shares, so I followed in, and it seems disappointing now!" Cao Yinqiu sent a message.

"Didn't we analyze it before? This kind of fund should belong to the kind of fund that is aware of the hindsight, if they also start to reduce their positions, then the market will fall even worse. Zuo Yuliang sent a message and said.

"I'll wait and see, and if there's a rebound, I'll consider reducing my position. Cao Yinqiu sent a message and said.

"If you want to do this, you will lose money in the future. Zuo Yuliang sent a message and said.

"Brother Zuo, your statement is a bit absolute, right? I don't believe it. Du Wenfeng sent a message and said.

"There is an old Chinese saying that when there is a constant decision, you will suffer from it. You yourself are the boss who buys stocks! The boss has no bottom in his heart about the rise and fall of stocks, so can he still win the battle?" Zuo Yuliang asked in a message.

"The judgment of stock speculation is very important, and the decision is also very important, and the execution is even more important!" Zuo Yuliang added in a message.

"However, I also lost a lot of 5,000 shares of Wuliangye, and I also misjudged the sharp decline in the market!" Zuo Yuliang sighed in a message.

"It seems that sometimes it's really hard to make a decision on the spot! Cao Yinqiu sent a message and said.

"However, Yinqiu, after Wuliangye falls, he will rise back one day, and once Jiangte Motor falls, it is estimated that it will fall forever. It's the same fall, but the end may be different!" Zuo Yuliang said in a message.

It is not easy to survive in the stock market, and it is even more difficult to make money in the stock market! Therefore, anyone who speculates in stocks must have extraordinary vision and bold decisiveness! This is a quotation summed up by Zuo Yuliang for stock speculation.