Chapter 465: The first batch of 28 companies on the GEM
In China's capital market, every new thing appears, and those who dare to taste the first crab can often make money. Pen @ fun @ pavilion wWw. ļ½ļ½ļ½Uļ½Eć ļ½ļ½ļ½ļ½ā¦ ā¦ļ¼
For example, at the beginning of the launch of the GEM that has been brewing for many years, the first batch of listed companies have been carefully selected, and many companies do have some real materials.
For example, Huayi Brothers is indeed a good company and a good industry with rapid growth, as long as the price is relatively low, it is naturally easy to have a good rate of return. Investors in the original shares, who sell them after the expiration of the lock-up period at the beginning of the listing, will have a return on investment of one or two hundred times. Even if you buy in the secondary market, the time to buy is relatively early, and you can get a return of several times or even more than ten times in the next few years.
Of course, it's not just Huayi Brothers that has investment value before and in the early stages of listing. At present, the first batch of 28 companies listed on the GEM is still a bonanza that may not be deeply excavated.
Wang Qinian casually swept the list inside - the first batch of 28 listed companies include: Truide, Shenzhou Taiyue, Lepu Medical, Nanfeng Co., Ltd., Pathfinder, Laimei Pharmaceutical, Hanwei Electronics, Shanghai Jiahao, Anke Biotechnology, Lisichen, Dinghan Technology, CTI, Xinning Logistics, EVE Lithium Energy, Aier Ophthalmology, Beilu Pharmaceutical, Wangsu Technology, Zhongyuan Huadian, Silicon Treasure Technology, Yinjiang Co., Ltd., Dayu Water Saving, Jifeng Agricultural Machinery, Baode Co., Ltd., Robot, Huaxing Entrepreneurship, Hongri Pharmaceutical, Huayi Brothers, Geeya Technology......
Although there are some enterprises in traditional industries, there are also many emerging industries.
Next, after Wang Qinian returned to the company, he began to let the financial part of the partner company input 500 million new funds to the small partner value investment branch.
The injection of this capital has made financial investment companies very excited. After all, the performance of the investment department in recent years has been good, but the boss Wang Qinian always directly swept away the surplus cash of the investment department. It is handed over to the financial department of the parent company as a dividend.
This is undoubtedly frustrating for the employees of the value investing branch, who want to snowball and replicate a Chinese Berkshire Hathaway.
But the reality is cruel, a large amount of surplus is handed over to the parent company, so that the scale of funds under its direct management has not been able to rise. Over the years, the investment branch has successively paid dividends to the head office. are approaching 5 billion yuan.
As for the initial investment of the investment company, it does not exceed 800,000 yuan, which is less than 700 times the yield in ten years.
After talking about the return on investment, it is said that it is value investment, not to mention that the believers of value investment do not want to believe it, even the Simmons god of quantitative investment has to kneel.
But Wang Qinian will definitely say innocently: "I really agree with the concept of value investment, but I know some more things than others and see the value that others don't see." ā
Of course, almost all investors. Compared with Wang Qinian, the rate of return also has to kneel!
Even though, after Wang Yawei, the first brother of the public fund who has earned ten times in a few years, the more godly private equity brother Xu Xiang has to kneel!
Xu Xiang is very godly, his private equity products have been issued for several years, whether the market is a bull market or a bear market, the net value is growing every year, and there is no loss in any year. The annualized rate of return is more than 200%. According to this rate of return on investment. Assuming that it can be maintained, it is expected that Xu Xiang will earn all the money in the universe in the future.
But. In the later stock market crash, coinciding with financial anti-corruption, Xu Xiang boldly speculated the junk stocks in his hands to sky-high prices, and then contacted the public funds and brokerages operated by the national team with a phone call, and asked them to take over the junk stocks that were speculated at sky-high prices in his private placement, and bought the junk stocks in Xu Xiang's hands at a sky-high price. Continue to allow Xu Xiang to maintain a high and amazing yield in the stock market crash.
The national team's bailout funds are naturally lost. Moreover, the black pot of the national team's rescue funds is on Xu Xiang's back, as if Xu Xiang has earned all the funds lost by the national team. But it seems that Xu Xiang's private placement scale is only a few billion yuan, and he has lost hundreds of billions of yuan compared to the national team's rescue funds. What Xu Xiang earned was a drop in the bucket. Even so...... But this first brother is too bold, which is worse than the nature of shorting. Therefore, in order to satisfy the grievances of shareholders about the stock market crash, and in addition to the national team's loss of money, it is natural to arrest batch after batch of people. Xu Xiang, it is normal to be arrested in this environment.
The essence of financial speculation is to make other people's money. After greed has the upper hand, it is naturally easy to get dizzy and take risks.
It is precisely for this reason that Wang Qinian's operations in the domestic A-share market are all long-term investments, and there are no short-term speculative operations. This kind of practice is a stain that is above board and no one can blame it.
However, Wang Qinian is not a fool, even if he takes a long-term investment in the domestic A-share market, only buys and hardly sells, but he also invests specifically for the purpose of making money. Therefore, he will only buy companies with a high probability of making money.
For example, the first batch of 28 companies on the GEM, Wang Qinian said directly: "Different analysis, even the listing prospectus of these companies is not the same, and the 28 companies that were listed at the beginning are the gifts and sweetness that the GEM gives to everyone." If these companies don't have a money-making effect, do they still want to build up the GEM and make it a Chinese version of the NASDAQ market? ā
"Mr. Wang, what insider information do you have?" Zhang Wei was surprised.
"Just judging from public information and looking at the direction of public opinion, you will know that the GEM is currently supported by the will of the state, and it will inevitably be sweetened at the beginning before it can be done. It's like opening a supermarket mall, you always have to make profits at the beginning to attract consumers to come shopping, right? Wang Qinian said with a smile.
In fact, Wang Qinian agrees with the value of some better companies, such as Aier Ophthalmology, robots, etc., just by listening to the name.
Well, they are indeed awesome, and the future growth is very high, but after countless investors agree with the "value" of the entrepreneurial version, these high-quality companies in the GEM will naturally be hyped into a bubble price.
In the years to come, these good companies will never be cheaper!
"What kind of companies do you buy? You can't really buy them all, can you? ā
"No need to analyze, everyone buys!"
"No need to analyze, 28 buy all? Indexed investing? Zhang Wei was obviously dumbfounded, isn't this just investing in the GEM index?
"Well, you can use it as an indexation investment!" Wang Qinian said indifferently, "Each company invests 1 million shares!" It is also announced that we index our investment in the GEM. The name of the index is called the entrepreneurial version of the 28 index! One keeps these 28 stocks, each with 1 million shares, and in another five years, consider changing the constituent stocks. ā
The so-called conversion to constituent stocks after five years, because ...... Wang Qinian at least knows that this investment will not lose money in five years, even if it falls temporarily, it will pave the way for the subsequent crazy surge.
The GEM was only not welcomed by investors at the beginning, but then it was wildly sought after by investors from all walks of life! All the stocks of GEM companies have almost been speculated! (To be continued.) )u