Strategy (1)
When Xu Feng found Ye Zifeng, Ye Zifeng was playing blue ball. Ye Zifeng, who was sweating profusely, saw Xu Feng at the school gate, Xu Feng asked Ye Zifeng to go with him to see Wang Xiaoman, and tomorrow the first-level and a half market will start trading, and before trading, they must discuss the trading strategy.
Ye Zifeng went back to the dormitory to take a shower, and then went to the girls' dormitory to find Su Xiaojuan, but saw the Zeng Min, Zeng Min told him that Su Xiaojuan had not returned to school yet, and Ye Zifeng had to leave in a huff.
Wang Xiaoman and her family stayed at the Maple Leaf Hotel in Xiang City, which is the only three-star hotel in Xiang City. When Ye Zifeng and Xu Feng came in, they saw that Wang Xiaoman and Wang Yong were already waiting for him in the room.
"This is your account."
Wang Xiaoman gave him Ye Zifeng's securities account, which Ye Zifeng asked her to do half a month ago, including Shenzhen Stock Exchange and Shanghai Stock Exchange accounts and capital accounts. Shenzhen and Shanghai accounts can directly participate in Shenzhen and Shanghai stock market transactions, and capital accounts can participate in primary and semi-market transactions, that is, over-the-counter transactions.
"Everyone has arrived, that is, the four of us. The commissioning of the over-the-counter trading equipment has been completed this morning, and the official over-the-counter trading will begin tomorrow. Now let's talk about what we're going to do tomorrow. Wang Xiaoman said first. Now let me talk about our current situation, it is certain that Xiang Feilong will be listed in Shanghai at the end of this year, so the object of our trading on the counter is Xiang Feilong, and we do not participate in the trading of other stocks, we must concentrate on collecting Xiang Feilong shares, which is our goal. ”
"The situation of Xiang Feilong's shares is like this, in addition to corporate shares, Xiang Feilong's ordinary tradable shares are 2.8 million shares, with a par value of one yuan per share, and these 2.8 million shares can theoretically all be traded in the market. In the black market, Xiang Feilong is now trading at 1.85 yuan per share, and when the stock street was banned, Xiang Feilong's price was 1.30 yuan per share. In just three weeks, Xiangfeilong rose by 0.55 yuan. This shows that some people are still optimistic about Xiangfeilong, and the opening price of tomorrow's over-the-counter trading is 1.50 yuan per share. Now we're going to talk about how we're going to trade tomorrow? ”
After Wang Xiaoman finished speaking, he looked at Ye Zifeng, Wang Xiaoman and Xu Feng should have ventilated these situations, and only Ye Zifeng didn't understand.
"This is Xiang Feilong's situation, what about your situation?" Ye Zifeng thought that since everyone was discussing trading strategies, they should know the basic situation of their side, and only in this way could they formulate corresponding countermeasures. "I mean, how many Xiangfeilong shares do we have in our hands now? How much does it cost? How much cash do you have available now? At least how much money can be mobilized? These are all important! ”
Wang Xiaoman and the others glanced at each other, and then said: "Our current situation is like this, I now own more than 50 shares of Xiangfeilong shares, accounting for about 18% of the total outstanding shares. Our average cost is $1.45. Slightly lower than tomorrow's listing price. We now have about 1.8 million yuan in capital, and we can acquire more than 1 million shares at the listing price. But this is only a theoretical matter, because we estimate that tomorrow Xiang Feilong will open to jump to about 2 yuan, if we put money into a rush to buy, Xiang Feilong shares will soar, we will lose more than we lose. The amount of money we can mobilize in the future is about 1 million, but it will take time. ”
Ye Zifeng listened to Wang Xiaoman's introduction, and quickly recorded with the pen and paper in the hotel: "Then you must have your own trading ideas?" ”
"We have a preliminary idea for the time being, which is that after the market opens tomorrow, we will gradually absorb it at the market price, so that we can reduce the cost and not show it, and our goal is to absorb at least 30% of the chips, preferably 50%."
"How much do you know about Zhong Yu?" Ye Zifeng asked suddenly.
"Does it matter?" Wang Xiaoman couldn't help blushing.
"Of course it's important, as far as I know, there are very few people in Xiangshi who have a capital level of 100,000, and the most are tens of thousands or thousands of retail investors like the stock street, so your main opponent is Zhong Yu. So, I want to know more about him, including personality, finance, and so on. ”
Wang Xiaoman thought for a while and said, "I grew up with Zhong Yu since I was a child, and I know him well. Because of family reasons, he has never suffered setbacks, so he is a little pampered in his personality, in addition to this personality problem, other personal abilities are not bad, and he is not the kind of person who has a low eye. His existing funds should be around 1.5 million to 2 million. Because of the ban on black market trading, he was unable to collect stocks in a centralized manner, so he only had about 50,000 shares of Xiangfeilong in his hands. Because he caught up with Secretary Lei, he should know the information that Xiang Feilong will be listed in Shanghai in the second half of the year. ”
"You're done? What else do you have to say? Seeing that Wang Xiaoman finished speaking, Ye Zifeng asked Wang Yong and Xu Feng, who were sitting next to him who had not spoken, and when they saw that they both shook their heads, he continued: "After you finish, then I will tell you your opinion." ”
"First of all, you came to Xiangshi because Xiangfeilong will be listed and traded on the Shanghai Stock Exchange in the second half of the year. You collect enough chips in the primary and semi-markets and then trade them on the secondary market to make the difference, so your important goal is to collect enough chips. Second, Xiang Feilong was listed in Shanghai in the second half of this year, you know the news, and Zhong Yu also knows. In Huaxia, as long as someone knows something, it will not be a secret, and I dare say that within three days, the news will spread all over the stock market. At that time, you have not collected many chips, but the stock price has gone up, and when you want to collect at a high price, you will find that the stock price has risen to a point that you cannot afford. Third, you know Zhong Yu, I think Zhong Yu knows you better. No matter how many years you can't get rid of his entanglement, it shows that his character just restrains your character. Therefore, as you have now discussed, you will surely be defeated. ”
"I'm sorry to talk about your personal business." Ye Zifeng looked at Wang Xiaoman and said.
"It's okay, but please pay attention, don't talk about you, it should be us, we are a team, and we are talking about team strategy now." Wang Xiaoman said.
"Well, what I want to say now is that we are targeting the secondary market, so let's not care too much about the price of the primary and semi-market, but the chips, and if we have enough chips, we can go to the secondary market and make money. As far as I know, the Shanghai index is now more than 400 points, the Shenzhen composite index is more than 300 points, and the opening price of new stocks listed in Shenzhen and Shanghai is now about 6-8 yuan. A month later, these new shares will rise to more than $10. If the market is good, it will be much more than that. If the cost price of our acquisition of Xiangfeilong remains at 5 yuan, it will double to 10 yuan in the secondary market. ”
"So our strategy should be: as long as the price of Xiangfeilong is less than 5 yuan, we will eat it all. Considering that we have more than 50 shares, the price is only 1.45 yuan of the bottom position. If we can, we can also eat a part of the chips under $6, or even $7. We just need to firmly grasp the cost red line of 5 yuan."
"When it comes to specific trading strategies, we mainly focus on Zhong Yu. I think Zhong Yu will also formulate a trading strategy for Wang Xiaoman. In his eyes, he naturally thinks that Wang Xiaoman is our leader, and all strategies should be formulated by her, so we have to do the opposite. From now on, Wang Xiaoman, please keep silent, leave all trading strategies to me, of course, how you trust my words. ”
"It's no problem, I'm silent, I'll leave everything to you, the three of us are all wild people, only you are from a financial class." Wang Xiaoman said that Wang Yong and Xu Feng also hurriedly agreed. In fact, they had long been subdued by Ye Zifeng's analysis. Xu Feng, in particular, even began to worship Ye Zifeng.
"Okay, I'll talk about my trading strategy, everyone predicts that the opening price of Xiang Feilong will be about 2 yuan tomorrow, I think Zhong Yu will also predict that Zhong Yu will think that Wang Xiaoman is a cautious person according to his understanding of Wang Xiaoman, and after she has some low-priced chips, she will conclude that Wang Xiaoman will not significantly increase the stock price to absorb it. According to the trading method of the primary and semi-market, which is matched every half an hour, and matched with the principle of price priority and time priority, Zhong Yu will increase the price to absorb chips, so the strategy of absorbing according to the market price mentioned earlier will definitely make us short. ”
But Zhong Yu's personality is more conceited, so the price he offered will not be too high, it will be 30% higher, that is, 2.6 yuan is very good. Considering other factors, the price of the first half hour matching will be within 2.8 yuan. And what we have to do is to sweep the goods in the first half hour and a half, and eat everything and sell everything. If we want to do this, we must buy at $3. If we take into account the principle of matching the highest price and the lowest price, some of our quotations can reach about 3.1. ”
"This is on the price side, if we want to make sure that we eat all the sellings in the first trade, we have to have some volume support. Because of the first transaction matching, many people are on the sidelines, so the trading volume will not be too large, I estimate that it should be about 100,000 shares, that is, 300,000 yuan of trading volume, so we must quote a large purchase order of about 500,000 yuan to ensure that the chips are swept away. ”
Ye Zifeng waved his arm, as if commanding thousands of troops, some people are born with a leader trait, and Ye Zifeng is one of them. Ye Zifeng's professional knowledge and natural instinct remembered that he analyzed things at the head of the way, which made them admire.