Chapter 248: It's still familiar

A research report is to analyze the fundamentals and data, and then put forward your own opinions.

It's like Zhang San is sick, when will he braid.

Li Si thinks that within a year, Wang Wu thinks that within half a year, whoever is right will be powerful.

In fact, the position of QFII is not very confidential data for people in the industry, and everyone has a rough guess and outline of the national policy and the direction of industry development, but the specific time is ...... That's the job of an analyst.

With the same data, analysts come up with a variety of opinions, but ...... The winner is king.

The arguments are correct, the arguments are correct, and the analyst's job is perfect.

Wang Nuo's analysis of the insurance industry undoubtedly hit the bull's-eye, he and many analysts analyzed the direction and time range of policy changes, and also saw the trend of QFII like many analysts, and then formed a report, if this is explained by luck, Wang Nuo agreed, and other analysts did not agree.

Whether this is a good thing or not, because the domestic insurance industry can't keep up due to policy restrictions, so there is nothing wrong with untying it a little.

Because we have seen this, and because we have a relatively mature insurance system, can the group of overseas investment institutions not see this?

In short, as long as the result has not come out, it is the public who says that the public is reasonable, and the mother says that the mother is reasonable, and as soon as the result appears, there must always be one between the in-laws that is correct, and that is the time to brush your face.

"The insurance industry is good, but you should be wrong to be bearish on Warburg Pincus. Shenghe Research Department, Huo Maoxiang sat in the office, looking at the latest information, with a hint of ominous premonition in his heart.

The insurance industry is good, insurance stocks are going to rise, Warburg Pincus is one of the heavyweight stocks, if it can fall, Huo Maoxiang will dare to shout...... Damn, what a fall.

"Warburg Pincus made a mistake in the layout of funds, and it is suspected that the stock market position is too high......"

The new news at the dinner moment almost made Huo Maoxiang spurt out a mouthful of old blood.

As a senior financial practitioner, whether it is Huo Maoxiang, Zhou Minghai and others, they can see that this information may not be groundless, and it is obvious that the insurance industry is fighting in the industry, and Warburg Pincus Insurance has been exposed.

It's very simple logic, the stock market was so crazy some time ago, where did the funds come from? Are there any insurance companies that are doing something? 100% yes.

Then it's interesting, it's normal for insurance capital to enter the stock holdings, the question is...... I opened a position at a high level, and now it has fallen to more than 3600 points and less than 3700 points, if I built a position some time ago, what kind of death do you want to choose?

Give a certain amount of time to adjust, and the institutions that enter the market, whether it is a brokerage or an insurance company, have a way to erase these book losses, at least wipe out most of them, but it is normal for others to stab you.

coincides with the favorable policy, and the purpose of Warburg Pincus's stabbing is self-evident.

"Why does it still feel so familiar?" Huo Maoxiang muttered to himself again, and then remembered.

Wang Nuo's research report is included.

"Warburg Pincus appears in the list of shareholders of a number of listed companies, and according to the information collected by the Manley Financial Research Institute, it is predicted that the position is too heavy, which may lead to some operational risks, or the possibility of an outbreak ......"

Huo Maoxiang had a thought in his mind at this time: how could there be Wang Nuo's research report everywhere.

Another thought was: Can I take back the order to withdraw from the research report?

There are a total of three research reports, and now one-third of them have been correct, and they are correct in the way of bullish industry and bearish industry weighted stocks, which is of course risky, but also profitable.

Shenghe has a large amount of investment in financial stocks, so it ...... Insurance stocks are also financial stocks, Warburg Pincus is a heavyweight stock, and it is strange that Shenghe does not have a position here, so things are interesting.

If they see Wang Nuo's research report, they will flip through the documents given by their company's research department...... Hehe, the research department is definitely going to take the blame.

Everyone happens to lose money and can't find the person who is behind it, your research department is so weak, of course you have to come out and die.

"Damn office politics. Huo Maoxiang sat in the office, not even in the mood to eat dinner, lit a cigarette and smoked, thinking about the solution.

"It's okay, the research department is also optimistic about the insurance industry, Warburg Pincus's negative is barely an uncontrollable factor, but it's just ......" Huo Maoxiang thought about it and made up his mind: "Tomorrow, I will send Wanli's research report to various fund managers, I don't believe they dare to believe the latter two." ”

Huo Maoxiang made a good idea, as an industry insider, he didn't believe that fund managers dared to accept Wang Nuo's research report, as long as no one believed it, then he would be stable, and everyone would carry the pot together.

However...... Wang Nuo himself didn't expect that the research report he tested with an honest pen would not affect Shenghe's position, and the reason was very simple...... Believe it or not, the bad and bad have exploded!

That night, China's stock market closed, but there were still things to break in Europe and the United States.

The European Union took the lead in filing an anti-dumping investigation against Made in China, and this time, they included drugs in the ranks of anti-dumping products.

Huo Maoxiang almost went crazy, because he felt very familiar.

"The cost of Chinese pharmaceutical companies is gradually decreasing, and the export volume continues to grow, but we must see the dumping attribute ......"

"Winbond Pharmaceutical's sales channels have not been laid abroad, and there is only one high-level ...... involved in the pharmaceutical bribery scandal"

"Shouldn't it be analyzed again?" Huo Maoxiang had just raised this thought, and as soon as the new information came out, he immediately became numb.

"Winbond Pharmaceuticals issued an announcement ......" It seems that the anti-dumping investigation made Winbond Pharmaceutical see some opportunities, and they immediately wiped the off their bodies, looking like they were about to enlarge their tricks.

"What's the third report?" Huo Maoxiang was already dead, but when he remembered Wang Nuo's analysis of the securities industry, he immediately widened his eyes and exclaimed: "Not good!

It was only now that Huo Maoxiang recalled Wang Nuo's analysis report on the securities industry, and the whole person sat back in his office chair like a deflated ball.

"The pharmaceutical industry has a safe haven attribute in the stock market, the stock market is not active, and the brokerage positions are too high, which are all factors for securities stocks to be shorted, and it should be seen that pharmaceutical stocks occupy a considerable proportion of the positions of brokers, or are dragged down......

What's more, this is a serial plan, a research report is not terrible to be proven by the market, two are very eye-catching, and what is even more eye-catching is that both reports have been proven, and the winning rate of the third has actually been raised.

"Both Tailong Securities and Beijiang Securities have a characteristic, that is, they have a heavy position in insurance stocks, and they are both major shareholders of Winbond Pharmaceutical...... They can attack and retreat, they can not only hold positions to enjoy the benefits of both sides, but also sell stocks to take the opportunity to buy the bottom......"

Huo Maoxiang thought of many things, but he found that no matter what, he was stabbed three times by Wang Nuo in the heart.