"Ding Xu, I think you really have some talent for stock trading. I originally just thought it was big. Even the golden bull stock is a little interesting, and I am ready to make a two or three percent position to go in and play. But when you analyze it, I feel like I'm too conservative. ”

Hearing Ding Xu's analysis, Qi Fei was silent for a while, and said with emotion, "Since you are also so optimistic about it, I will find an opportunity to fill my position tomorrow, whether it is short-term or medium-term and long-term, I should not lose money." After all, it's big. Even Taurus has a restructuring theme, which can support the continuous rise of stock prices! ”

"Restructuring? What restructuring? I just briefly looked at the fundamental information, and I didn't even notice this important content! Ding Xu was a little ashamed, and hurriedly asked.

"This stock has a restructuring theme, it is a restructuring with a Zhongnan real estate company, if the restructuring is smooth, it is estimated that it will be transformed into a real estate company in the future. Although there are many themes of special steel, both aerospace and military, the performance is not good. These years are big. Even the performance of Taurus is relatively rubbish, and the net profit for the whole year this year is expected to be only more than 20 million. ”

Qi Fei said with a smile, "After experiencing twists and turns with Dahua Group, Da. Even the Golden Bull has become one of the most famous shell resources in the mainland capital market this year, and more than a dozen real estate companies have taken a fancy to this shell resource and want to go public through backdoor. If we are lucky and the restructuring is successful after buying, we may be able to continue to rise sharply. ”

According to Qi Fei, generally speaking, the ownership of shell resources depends on the wishes of all parties, and the key is to look at the way of backdoor acquisition, whether it is a cash acquisition or asset replacement. For the transferee. The most important thing is whether the backdoor financing can be completed smoothly. This mainly depends on the judgment of all parties on the future exhibition space of the transferee.

Real estate companies, on the other hand, mainly adopt the method of asset replacement. The key to this backdoor approach is to look at the quality of the assets (mainly land) and the future exhibition space.

Originally large. The transferee of Lian Jinniu is Dahua Group, which ranks among the top 10 real estate companies in China in terms of strength, and the land assets placed should not be a problem, but Dahua Group eventually chose to withdraw.

A senior executive of Dahua Group pointed out that the reason for the withdrawal was mainly based on evidence. According to the requirements of the Regulatory Commission, a large-scale asset divestiture must be carried out for backdoor listings. However, Dahua Group's own corporate background makes it difficult to divest and the cost of divestment is also very high.

After the withdrawal of Dahua Group, a new backdoor opportunity arose. As a result, 13 real estate companies are aiming at the big at the same time. Even the Golden Bull, including the industry's well-known and powerful businessmen, as above. Hai Sanxiang, Shang. Hai Pengxin, Bei. The capital is built and large. Lianyida and so on.

According to media reports, Zhongnan Holdings can only be regarded as a local company in the Jiangsu industry, and its development strength does not have a leading edge in the industry. With the north. Compared with several other intended transferees such as Jingcheng Construction, Zhongnan Holdings can only be regarded as a "little brother". But after the "shell grabbing" war of 13 real estate companies, the big . Even the shell resource of Taurus was finally won by the infamous Zhongnan Holdings.

January 21, 2oo8, Great. Lian Jinniubu announced that Zhongnan Holdings was determined to be the final transferee of 4o.67% of the company's state-owned shares, and Zhongnan Holding Group intends to inject the assets of its Zhongnan Real Estate Co., Ltd. into the company. The two sides signed a framework agreement on restructuring, and the restructuring work is currently being promoted.

"Oh. That's right. Actually I think it's big. Even Taurus is quite good at special steel, at least it is linked to military aerospace, and the subject matter is very rich. Although the performance is not good, the speculation in China's stock market has always been that the worse the performance, the better the speculation, because most of the retail investors did not dare to follow the trend in the early stage, which is the strange phenomenon that the more loss-making stocks rise. ”

Ding Xu suddenly understood, frowned and pondered for a moment, and then came to his own conclusion, "However, the real estate sector has now begun to become a hot spot, although our country has been regulating real estate in the first half of this year, but in the second half of the year, the wind has changed." Not only has interest rates been cut three times in a row, but a series of new policies have been introduced to support the real estate industry. This is obviously counting on the real estate industry to become a pillar industry, driving domestic consumption of steel, cement, furniture and household appliances, increasing employment opportunities, and getting out of the trough of the financial crisis. ”

"Yes, the government originally wanted to suppress the rising housing prices, but when it encountered a financial crisis, it saw that it couldn't be done, and rushed to rescue the market. For example, on November 1, a policy was introduced that if an individual buys an ordinary house below 9o square meters, the deed tax will be reduced to 1%, and stamp duty and land appreciation tax will be exempted. For the second purchase of housing and improved ordinary housing, the loan interest rate will be discounted by 7%, the minimum payment will be reduced to 2o%, and the interest rate of the personal housing provident fund loan will also be reduced at the same time. ”

Qi Fei nodded and said, "At the same time, it also stipulates that local governments can also formulate fee reduction and exemption policies to encourage housing consumption. For example, Hang. The state's 24 bailouts, including policies such as buying houses and households, have greatly contributed to the boom in the real estate market. I expect house prices to continue to rise in the future. Even after the transformation of Taurus into a real estate company, its performance will also be greatly improved. With such good expectations, there is no problem for this stock to invest in medium- and long-term stocks. It's just ......"

"Just what?" Ding Xu hurriedly asked.

"It's just that some securities companies, research institutions and people in the real estate industry are not optimistic that Zhongnan Holdings will eventually succeed in backdoor listing. According to them, the future of this restructuring is uncertain. Qi Fei smiled and replied.

According to media reports, the problem now is that Dahua's exit is mainly due to the complex equity relationships left over from the restructuring of its collective enterprises, and the cost of divestiture is too high. According to people familiar with the matter, Zhongnan Holdings has a similar background and came from the restructuring of local collective enterprises, with nearly 5o shareholders at present, and the equity is also more complex, so it is not excluded that there are similar equity problems.

A person in charge of a real estate company involved in the "backdoor grabbing" once said that according to his understanding of Zhongnan Holdings, it is very difficult for Zhongnan Holdings to finally achieve the success of asset injection and backdoor financing and future financing. In terms of assets, Zhongnan Holdings is a second-tier real estate company, and its core assets are commercial properties in second-tier cities, where the prices of commercial properties and residential properties are often inverted, and the investment prospects are uncertain.

However, Qi Fei believes that the views of these research institutions and people in the real estate industry are problematic. Because the difficulty of divesting assets of Zhongnan Holdings is just speculation. A fluttering sentence of "does not rule out the existence of similar equity problems". There is no evidence of the difficulty of this aspect. Moreover, since Zhongnan Holdings is a younger brother, it can win a big one from many real estate brothers. Even the shell resource of Taurus is enough to illustrate the problem - the background of Zhongnan Holdings must be very hard!

With such a major shareholder as a backer, coupled with the fact that housing prices will continue to rise, once the big . Even the Golden Bull has successfully restructured and transformed into a real estate company, and the stock price is likely to ride a rocket and rise to the sky!

So. Qi Fei thinks big. Even the Golden Bull is a rare good stock, which can not only be used for short-term purposes, but also for the short-term profits of the half-year line and the 453-day line, as well as for the medium and long term, and for the long-term opportunities after restructuring and transformation.

In short, big. Even the Golden Bull is a good stock that can be attacked and defended, no matter how the market fluctuates, it is likely to come out of the independent trend, and today's contrarian limit is a good example.

"Yes, Brother Qi. You have a point. Let's discuss it with the fat man, I think you can buy it directly tomorrow morning. Because it dares to pull the price limit against the market today. And it only pulled a wave to firmly seal the daily limit, and there were very few transactions after the closure, obviously preparing for tomorrow's half-year line and 453-day line. ”

Ding Xu nodded and said, "I have a feeling that when the market closes tomorrow, it is likely to pull out the second long white candle, and at the same time, stand on these two moving averages in one fell swoop." Of course, if this is not the case, then touching the moving average will fall. ”

"Miracle, are you going to sell the buns and exchange them for big. Even the Taurus? After hearing Ding Xu's words, Cherish asked in surprise.

"Nope." Ding Xu smiled and said, "It's just that I have a cooperative stock trading account with Brother Qi and Fat Man, and I'm going to do this stock." As for my private account, it is still full of rare earths. ”

"Oh." Cherish this and put your mind at ease, and couldn't help but admonish, "When you sell steamed buns, you must sue me, I have to follow you closely!" ”

"Don't worry." Ding Xu smiled.

Hearing this, the big meat bun sighed and interjected: "Alas, the house price has just fallen by 2o%, and it has risen again, and I still want to wait for the house price to fall to half and buy a big house, but the house price has risen back like a rocket." Nima, if it's really like what the gluttonous half-immortal said, it will continue to rise in the future, when will I be able to change to a big house? ”

"I'm rubbing, Guang. The house price in the east is so expensive, it's good if you have a house to live in, and you still want to change to a bigger house......" Zhao Zheyi said disdainfully.

Yuying said: "Big meat bun, you better hurry up and take out a loan to buy a set, just borrow more." I think the gluttonous half-immortal is reliable, the government has taken so many measures to save the market, real estate developers will definitely take advantage of this east wind and take the opportunity to speculate on housing prices. My small villa has risen a lot in recent years, it fell a little in the first half of this year, and it has risen back in the past few months, and it is estimated that it will rise in the future! The later you buy, the more money you'll need, so it's better to start early. ”

"Yes, from more than five years to now, more than fifty years have passed, and on the whole, housing prices have been rising, when have they fallen? Stretching out the head is a knife, shrinking the head is also a knife, it is better to buy late than early! Comrades, this is the valuable experience that this old comrade has gained through decades of experience! Buy it, you have to buy it even if you grit your teeth, buy it early and suffer it early, and it will be easy to repay the loan! Jiangchuan Yuhuo said earnestly.

China's housing prices in 2oo8 are at a crossroads, the first half of the year to regulate, the second half of the bailout, housing prices up and down, no one knows what will happen in the future. Therefore, once this topic was mentioned by Big Meat Bun Life, it attracted the attention of most group members, and everyone's topic quickly shifted from stocks to housing prices.

Seeing this scene, Qi Fei shrugged his shoulders and reluctantly gave Ding Xu a private message: "Ding Xu, they are basically full of buns, they have no money to buy other stocks, and they are not interested in buying other shares." It seems that the two of us can only take the golden calf home, and they are destined to have no such financial opportunity. ”

"Brother Qi, you can't say that. I think it's good to have a mentality like theirs, and I don't need to change it. Ding Xu smiled and replied.

"How?" Qi Fei asked suspiciously.

……………………

I don't know if it's because of the hard work of the code, in the past half a month, I feel itchy in the cervical spine, like ants crawling in the bones, and suddenly feel that the whole person is not good. Reduced to one more a day, it still hasn't been solved, and I feel itchy in my cervical spine after sitting in front of the computer for a long time. I couldn't stand it today, so I went to the hospital to have a look, but the doctor in the rehabilitation department said that my situation was very special and I hadn't seen it much, and said that I didn't need treatment and medicine for the time being. Well, I went to the clinic and private hospital again, and they all said that this is rare. So I bought some medicine and ate it, and did massage and acupuncture, but the effect was still not obvious, and I was entangled.

I would like to remind everyone not to watch computer TV for a long time and exercise more. Even if the work requires, you should move the cervical spine more, do cervical spine exercises if you have nothing to do, and write the word "rice" with your head, otherwise once the cervical spine has problems, you will feel that there is no fun in life at all, even if you are a billionaire, it is not interesting! Money can buy everything, but it can't buy health...... (To be continued!)

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