Chapter 245: Three Industries, Four Stocks
"Arnold. Lu Jianming almost vomited blood, looked at Wang Nuo, and said: "We only have the specific data information of less than thirty weighted stocks in our hands, and we haven't gone through preliminary research and analysis, and even the screening process hasn't started......
"It's okay, I know which stocks Shenghe Research Department is also working on. Wang Nuo looked at Lu Jianming confidently and said, "We can study the same target as them." ”
"Sheng He's research department's research objectives?" Bai Rong opened her mouth wide, and suddenly felt that Wang Nuo's connections were not as weak as everyone imagined.
The research target screened by the research department of a fund company is information that is more confidential than the stock pool, and Wang Nuo can know this, which is indeed a bit capable.
But the truth is......
"I asked Mr. Huo to take it. Wang Nuo smiled brightly, as if he had a close relationship with Huo Maoxiang.
Lu Jianming and the others suddenly felt their scalps tingle, and asked Huo Maoxiang for this kind of information...... Wang Nuo, you want to go to heaven.
Originally, the research department of Shenghe Fund did hope to find a research team to help study the target together, but after going through the contract, a fool would think that everyone had a good relationship.
In this case, Wang Nuo asked Huo Maoxiang for the research goal of the Shenghe Research Department, and it was self-evident what he wanted to do.
It's one word: than.
What the Shenghe Research Department researches, Wang Nuo also researches, and the content of the research report still needs to be said?
The same direction, compared to the accuracy, different directions, it is right and wrong, no party, no research report can coexist in harmony, the probability of winning or losing is almost 100%, only a small possibility is that everyone is right and wrong area equal.
The question is, how many analysts are there in Shenghe Research, and how much time does it take to research these industries or stocks?
It took half a month to count four people, and the data information has not been screened.
Lu Jianming is no longer under pressure, but a little desperate.
After experiencing the competition of double reports, Lu Jianming admitted that Wang Nuo had some ability, and after knowing Wang Nuo's investment results, he raised this recognition infinitely, but ...... It's not that high.
"Arnold......" Lu Jianming's lips were a little pale, if he knew that Wang Nuo's goal was so "grand", he would definitely admit defeat a long time ago, now...... After half a month of hard work, the research team has no way back.
Shenghe's business must be done, otherwise, half a month's hard work of the research team will come to naught, and the research institute will not be able to explain.
What to do, but Wang Nuo has the final say, Lu Jianming's eyes darkened.
"Maybe make a few portions and pick one out. Seeing Lu Jianming and Wang Nuo enter the small conference room, Bai Rong thought silently in her heart.
Lu Jianming originally had the same glimmer of hope as Bai Rong, but after two hours, he didn't have any hope, Wang Nuo's way was really ...... Big and complete.
"I don't think Warburg Pincus has digested the negative in the early stage, and the risk still exists. ”
"Brokerage stocks outperformed the market as a whole, and the Shanghai Stock Exchange fell from nearly 4,000 points to 3,600, do they have a corresponding decline of 10%?
"Compared with the inflation rate and economic growth data, the prospects of the pharmaceutical industry are promising, but the magnitude of the early digestion is also very large, don't you think, they should look back at the low? The so-called hot money haven has certain restrictions. ”
Lu Jianming has not been in vain in the past half a month, he has put forward a lot of opinions, some of which have been ignored by Wang Nuo, and directly omitted the reason of "Sheng He has not studied over there", some views have been recognized, but the strength is poor, and some views have been refuted so shamelessly.
In Lu Jianming's view, what Wang Nuo needed was not an assistant analyst, but a senior clerk, and he didn't give Lu Jianming much room to play at all, and every report and every data had to be done according to his intentions.
It's just that financial research is so helpless, a lot of data seems to be objective, but the analysis of these two words itself is full of subjective will, as long as any data has not happened, supported by the same arguments, Lu Jianming thinks that it is 1%, Wang Nuo said 2%, what can be done?
This is the difference between an analyst and an assistant analyst, the former is responsible for decision-making, and the latter is miscellaneous.
Lu Jianming is doing miscellaneous work, and what Wang Nuo needs, that is, his subordinates put out all the data and information, and then hand it over to him to make decisions, he will not be wrong, at least in this research and analysis, Wang Nuo does not think that he will make mistakes.
Wang Nuo's method is very simple, he has identified Sheng He's research target, so he can come up with the data of the same research target that the research team has collected, a total of 7.
Then Wang Nuo used an honest pen to predict the September trend of these 7 stocks and even the industries to which they belonged.
Then, Wang Nuo determined one thing, that is, whether his research report would be accepted by the Sheng He Research Department, and if so, then ...... Don't send it!
In the end, Wang Nuo still needs to reduce the variables, he just has the intention of brushing his face fiercely but not giving Shenghe Research Department a good fruit, and the energy consumption is naturally ...... 1 point per question.
It is Wang Nuo who finally circled four stocks and three industries, that is, he has to do three industry analyses and then push four votes.
The three industries are the familiar face pharmaceutical industry, the other is the insurance industry and the securities industry, and the four stocks are Winbond Pharmaceutical, Warburg Pincus, Tailong Securities and Beijiang Securities.
What's amazing is that Wang Nuo is bearish on the securities industry and the pharmaceutical industry, but bullish on the related three stocks, bullish on the insurance industry, but bearish on Warburg Pincus.
When this kind of research report was submitted in the past, Huo Maoxiang dared to believe it?
So Lu Jianming didn't dare to believe it, he felt that this was a mess, you are short on securities stocks and pharmaceutical stocks, you can pick a few stocks that are also bearish for analysis, and actually get three bullish stocks out, in the same way, bullish on insurance stocks, actually bearish on one of the weight leaders.
The market capitalization of the four stocks, ranging from 40 billion to 100 billion, which one is the trick? Which one will not cause corresponding changes in the sector and industry?
Wang Nuo is equivalent to saying that "the development prospects of this village are good, but the richest man will become poor", which is unreasonable.
But what Wang Nuo knows is that maybe it is precisely because it is unreasonable, so the group of people in the research department of Shenghe Fund must have been killed and dare not believe it, they are the buyer's research department, and they dare to show this kind of research report to the fund team, it is simply fatal.
It's just that the financial market is worthy of being a chaotic market, without an honest pen, Wang Nuo didn't dare to cut so many variables, he was speechless just to cut so many variables, and he was too lazy to do the corresponding investment, and the energy consumption ratio must be 100%.
Three industries, four votes, and three reports are slowly formed.