Chapter 272: Think

"I'm sure you've heard about Friday morning, right? It seems that not only do we want to short this stock, but there are also many latent bookmakers and bulls, and the most funny thing is that in the oolong incident of Dongfang Securities, the people who were invited at the beginning reversed the confession, and then on Friday, the media exposed the founder's smuggling of arms, and it has not been clarified for such a long time, presumably this matter cannot be faked. ”

Listening to Wu Jun's words, Lin Shi nodded, "There have been a lot of things that have happened recently, but it is a bit imaginary for the short-selling and short-selling companies to happen at the same time, could this be their game in the dark?" ”

Tomomi Mishima initially denied Lin Shi's words, and she said slowly: "Although I don't know much about the bureaucracy's part of the practice, but in Japan, if someone is at the top of society and does something bad, the local government generally does not disclose the matter, and at the same time, the media does not make it public......

"Like Masaharu Aoyagi?" Lin Shi smiled slightly.

"That's just an isolated phenomenon, and it's only in a fictional world, and there will be no excellent works like "Golden Dreamland" in China, and the national conditions don't allow it."

"Isn't this the time to talk about literature? It is a fact that the people and government bureaucrats in China generally have a good face, and neither the media nor anything can publish particularly explosive news, nor can it be said that the people in power are bad, this is a fact, but the smuggling of arms by the founder of Dongfang Securities has been exposed. ”

Tomomi Mishima responded to Wu Jun's words with a smile like a city: "There are two kinds of fate for news editors who publish such news now, one is to be killed by the people of Dongfang Securities, and the other is to be dismissed, as for the reason, you must know that the society is 95% bright, but this does not mean that the dark place is not terrible." ”

Lin Shi suddenly showed a playful smile and said: "In fact, the release of news is not the most important, the most important thing is who will get the most profit driven by this series?" Who shorted most of Dongfang Securities' shares? When I went to borrow it, I couldn't borrow a single one, so I guess this plan was well arranged beforehand. ”

While saying this, Lin Shi looked at Wu Jun intentionally or unintentionally, private equity funds generally do not announce their positions, but who can guarantee that the person in charge of the transaction will not disclose the position information? Even the inside information of a listed company cannot be guaranteed to be completely unleaked, let alone a capital management company.

Wu Jun's eyes flashed a little gloomy, but then he immediately covered it up, this time not only did not make money, but also fell into short-term losses, at the same time, the result was a significant decline in the performance of the second quarter, and the profit and loss of large funds, every point is fighting.

"Actually, I also want to know who it is, but except for the securities company that borrowed the securities and the short seller himself, it is generally difficult for others to obtain relevant information."

"Alright." Tomomi Mishima took a sip of milk tea, and then said, "This air battle should be coming to an end soon, right?" Don't know when you plan to open a short position? ”

"The expectation of restructuring means that there is 'imagination' space for arbitrage, and it is not a good time to open a position at this time."

"Oh?" Wu Jun's brows furrowed slightly, "Then when do you say it's best to establish?" Without waiting for Lin Shi to reply, Wu Jun said in an extremely cold tone: "Lin Shi, presumably you have established a short position a long time ago, right?" ”

Tomomi Mishima turned her gaze to Lin Shi, "Really? ”

Lin Shi's face was warm, like a lion about to explode, and he said indignantly: "How can you say that about me? Anyway, we're an alliance too, right? I said I wouldn't open a position without permission, then I wouldn't. I'm also waiting for a moment. As he spoke, Lin Shi's eyes dodged a few times, and then he regained firmness.

But all this can't escape Wu Jun's eyes, he firmly believes that Lin Shi must have established a short position in advance, after making money, the first thing people do is to treat themselves, and if the young people suddenly get a lot of money, a luxurious life will follow......

"Okay, your ability to lie is not even as good as that of a junior high school student, and you think that an ally like me has wronged you, then I'll go." With that, Wu Jun got up and left, and after pushing open the door of the restaurant, he drowned in the sea of people.

At the same time, a mysterious smile hung on the corner of Mishima's mouth......

Ou Yingqian sat on the sofa in the hall with a decadent face, she took away all the servants, including some of her father's staff, and at the moment when Ou Jiawen pushed the door open, Ou Yingqian said weakly: "Sister, come and sit first." ”

Ou Jiawen was slightly stunned, and sighed in her heart, thinking that she really knew about it......

The atmosphere suddenly became heavy, Ou Jiawen had to use a lot of strength every time she breathed, and she saw a trace of disappointment in the decadent look on her sister's face.

"Why don't you tell me about this, you should have known about Dad's disappearance, right?"

"Qianqian, I didn't want you to put too much pressure on you......"

Ou Yingqian slapped the table with her right hand, and blurted out in a sharp voice: "This is what you call protecting me?" Am I so unbearable, so like a weak flower in a greenhouse? ”

The conversation fell into the freezing point again, Ou Jiawen's previous prepared words were all suffocated by Ou Yingqian's words, and a grievance rushed up in her heart inexplicably, she didn't want to do this, she didn't want to take too much responsibility, but the reality forced her to do it......

"I will go to work in the company tomorrow, and the management of the company will be counted as my share in the future, and I will let Mr. Zhang teach me how to manage the company!" After speaking, Ou Yingqian got up and returned to the room, and then slammed the door shut, leaving a silent Ou Jiawen and an almost dead silence atmosphere.

The news of Qin Fang's death is still being spread by the media, Taihong shares as an 18-year construction industry white horse stock naturally attracted a lot of attention, the death of the founder inevitably made the public have a trace of suspicion about the company's later development, although it is not yet time to sell the stock......

Half an hour after the opening of trading on Monday morning, Yingqian Securities upgraded the rating of Taihong shares to "wait and see", which is the first time that the brokerage has adjusted the rating of Taihong shares after the death of the company's founder, and the previous ratings were almost unanimously "highly recommended".

The first person did such a thing, and someone will follow suit, and before the close of trading at noon, no less than five securities adjusted the rating of Taihong shares, and the worst rating was "recommended to reduce holdings." The rest is basically "wait and see." ”

The stock price of Taihong shares fluctuated during this period, rising five points at the opening, and then fluctuated all the way down to more than two points, and every time the brokerage adjusts the rating, there will be a related news in the news column of Taihong shares. Investors will inevitably be a little worried after seeing it: so many brokerages have lowered their ratings, is this stock still safe?

Some retail investors firmly believe that the company will be restructured in the near future, so they plan to lock up their positions and hold shares, and the sky will fall, and they still do not escape.

Lin Shi sat at his laptop and watched a series of actions of the brokerage, and at the same time looked at the time, May 9th, not far from the agreed day......

"Lin Shi, now the stock is falling endlessly, and it has broken 100 to 97.8 yuan a share. Are you sure you don't open a short position? ”

"How many times is the P/E ratio?"

"132 times ......"

"If the profit is not reached, the long position can only be untied by your grandson's son's generation. The premise is that the stock is not delisted during this period. ”

Wu Hong smiled and said: "Come on, of course I understand the price-earnings ratio, but their quarterly report is expected to be high, although we know their internal news, but it may not be effective in the capital market." ”

Lin Shi shook his head slightly, and patiently explained: "When you release news, you must resonate with other information channels, let others believe you, and let others spread it, so that the news will spread to retail investors. ”

Wu Hong stared at the computer and found that Taihong's shares have fallen to 97 yuan a whole share, and it is about to break 97 yuan and fall to the level of 96, "Looking at this stock price, my hands are a little itchy, if we are short at the highest point, we will already make a lot of money now." ”

"If I had borrowed 1 billion from a Bank of America to buy CDS in '08, I would have been a billionaire by now, and that's what the hell is doing now. Never think about escaping the top and copying the bottom, this is not realistic at all, although the current share price of Taihong shares has fallen, but there is no big single smashing, indicating that there are still funds lurking in it......"

At noon, Taihong announced that the company has hired a new executive president, whose identity and qualifications are also worthy of this position, and his resume clearly states that the male is 37 years old, a Californian, who served as vice president and CFO of Dodds Paint Company. He has a keen sense of smell for the construction industry and a visionary vision.

It was already half past one when Lin Shi read this news, the former CFO and vice president of Dodds, such a big title, and I don't know how they found such a person.

"Ding ......" The mobile phone rang suddenly, Lin Shi pushed open the screensaver and opened it, it was a message from Mishima Tomomi, the content was concise and to the point, but it made Lin Shi scratch his head: "I will give you a big gift, don't be surprised!" Remember. ”

Lin Shi wanted to ask what the gift was, but then he dispelled his mind to ask, no matter what it was, he didn't need to know......

(The trade war is omitted, not written.) Easy to seal the book. Don't put the large market in the book on the Shanghai Composite Index, the short-selling mechanism is borrowed from Hong Kong stocks, the large-market index is basically fictional, and at the same time, original elements are added to the short-selling case. )