Hearing Su Yu's words, Yang Hao's expression gradually became solemn.

He hadn't thought about his problems before, but at the moment.... After Su Yu's reminder, he thought about it carefully and found that this was indeed the case. After his break with his father, as one of the major shareholders of the group, and after his mother's death, a group of elderly people who remained in the group rebelled against the banner of the uneven distribution of interests of the existing group board of directors, and he has indeed become the biggest obstacle to the core interests of some people.

"You used to say that, too

Su Yu paused for a moment and continued: "Chen Qingnian of Raytheon Security Company, in the nineties to the new century, was a ruthless person, for such a person... Many bottom lines may be breachable, and now that you have publicly broken with your father, I think you should pay more attention to your own safety in order to avoid any accidents.

"Thank you Brother Su for the reminder." Yang Hao pondered for a while and replied, "But if Chen Qingnian can really stand up against me, I think... I am very happy to see it, after all, this really confirms my guess, the so-called 'don't enter the tiger's den, you can get the tiger', this risk, I am willing to bear. ”

Among Yang Hao's practical demands, his core target appeal is actually not the control of Kumho Group.

It's about finding out the truth about his mother's death in a car accident, avenging his dead mother and his loved ones, and giving them justice.

As for the disputes of the group, the wins and losses at the shareholders' meeting, he did not take it so seriously.

Of course, if it can be followed by his speculation

In order to force out the Chen family forces hiding behind his father and figure out the truth of what happened back then, he didn't mind using himself as a 'bait' to catch the big fish of 'Chen Qingnian'.

"Okay!" Su Yu bowed his head slightly and said, "I have also said everything that should be said, you just need to know how to do it." ”

"Hmm." Yang Hao nodded in response.

Afterwards, the two continued to talk for a while, and after lunch, they dispersed.

By the time Su Yu returned to the company, the time had reached 1:32 p.m., and the three major indexes had regained their upward trend today after the continuous pullback and shrinkage in the past few days.

"How?" Su Yu came to the trading day and asked Li Meng.

Li Meng saw him sit down on the computer workstation next to him, and said with a smile: "The upward trend of the index has continued the strong trend in the morning, and whether it is the main board or the gem index, it is a large-scale upward trend, and the major hot sectors and conceptual hotspots that have pulled back in the early stage are also rebounding sharply, and it seems that the adjustment of the index should be over in the short term."

"And as you guessed

"Let's build a position in each stock, the maximum callback range of this round, is about 20%, including network speed technology, LETV, Fenda technology three, by the continuous attack of market funds, this round of adjustment, are within 10%, now... These stocks are about to reach a new high in the previous period.

"It seems that institutional funds are accelerating the inflow into the core constituent stocks of the GEM with good expectations in the future, and it has not stopped." Su Yu listened to Li Meng's report, hurriedly turned on the computer, switched the interface to the stock market trading market, and continued with a smile, "What about the future 'Shanghai Free Trade Zone' concept stocks that we have a position in?" What's been the latest news?'

Li Meng replied: "No, Lujiazui, Shanghai Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment... It has been almost a week since we first opened a position to intervene in these concept stocks related to the 'Shanghai Free Trade Zone', but the entire market, except for the traces of our capital intervention, is basically ..... No other main capital actions were found, and Mr. Su... About this news:

Li Meng kept thinking in his heart.

Regarding the major strategic news of the macroeconomic layout of the country's 'Shanghai Free Trade Zone', small private equity institutions like them can get some rumors in advance, so.... There must have been people in all the institutions in the country who have received this kind of rumor, and naturally there will be large financial institutions that have made the same layout and choice as them.

But now... It doesn't seem to be the case.

They have been involved for a week, but all the main funds in the entire market have not paid any attention to the main line of the 'Shanghai Free Trade Zone'

This made Li Meng begin to seriously suspect that the news that Su Yu got was a pure rumor.

"It's okay, wait patiently." Su Yu said, "Now there is half a month before August, the truth of the news, when it comes to the time of cashing, it will always become clearer and clearer, now.... Don't worry, just follow the investment strategy we formulated at the beginning and just continue to execute.

"Okay!" Li Meng saw Su Yu insisting, so he didn't say anything.

"Now that the positions of each stock have been opened, have they all been completed?" Su Yu stared at Waigaoqiao, who was still fluctuating with the index, and continued to ask.

Li Meng replied: "The three checks of Lujiazui, Shanghai Trade and Shanghai-Hong Kong Group have established positions of 50 million each, and Pudong Jinqiao and Jinjiang Investment have established 30 million chips each, with a total of 210 million new positions.

"Good!" Su Yu replied, "The rest of the funds will not be added to it." ”

"Hmm." Li Meng responded, stared at the market to do intraday trading operations, and no longer continued to increase positions in the 'Shanghai Free Trade Zone' related concept stocks.

Su Yu's eyes were locked on the three stocks of Shanghai Ganglian, Jincheng Fenjiu and Waigaoqiao.

looked at the three stocks in the account, a total of 120 million positions, and the remaining more than 30 million cash, and there was no action.

He was waiting, waiting for a new market opportunity to arise.

Then use the holding chips in his hand to launch a sniper attack on the main position of Jingda Investment, the private equity institution.

In his patient waiting and watching.

At three o'clock in the afternoon, the Shanghai Index finally returned to the 2030 point mark, while the GEM Index rose more than 3% again, returning to 1100 points. and many other core constituent stocks, which have risen by more than 5%, and several have set new highs in the early rebound in one fell swoop, refreshing history.

And Su Yu is concerned about the stocks

Shanghai Ganglian in the floor out of the sky, and suffered two consecutive down limit, after a few days of sluggish adjustment, today finally a snow before the shame, arrived at the limit, closed at 21.73 yuan; Jincheng Fenjiu's share price closed at 13.36 yuan, up 2.13%, similar to the Shanghai Index, and the trading volume was still sluggish, with a daily turnover of only more than 70 million; Waigaoqiao's share price closed at 13.15 yuan, the increase was similar to the rise of the Shanghai Index, there was no independent trend of its own, and the intraday turnover was also sluggish, and there was no trace of other major capital attacks.

After closing, five p.m.

Before the announcement of the new dragon and tiger list, Su Yu paid attention to and held a position of more than 40 million Jincheng Fenjiu, released a semi-annual performance report, according to the report, the company suffered from the "plasticizer" crisis in the entire liquor industry, and the performance showed a certain decline compared with the previous year, but the company also said in the statement that this impact is temporary, and in the second half of the year, after the "plasticizer" crisis subsides, the performance will definitely improve.

Faced with such a report..... Su Yu was happy in his heart.

Of course, his joy is not that the fundamentals of Jincheng Fenjiu have improved and the stock price is expected to reverse, but that he feels that with this not too bad report, it is enough to make Jingda Investment, which is heavily positioned, have a little hope and will not cut its position, which is more conducive to him to use this stock to snipe Jingda Investment This private equity institution.

After the 'plasticizer' crisis, after more than half a year of decline.

The entire liquor sector, in fact, the valuation is already quite low, such as Qianzhou Moutai, the leading stock in the liquor sector, has fallen within 15 times of PE, and according to last year's profits, dividends, even if the profit does not grow, the dividend yield has been greater than 5%, which can be described as underestimated.

But Su Yu knows that when the market expects, that is, the fundamentals of the industry, completely change and deteriorate.

In fact, the undervaluation of stock prices is a valuation trap.

He knows that in the future, with the further tightening of the 'three public consumption', with the widespread implementation of the 'drunk driving sentence', and with the 'plasticizer' crisis, the performance of the liquor sector will continue to be under pressure, and due to the subconscious evasion of the entire market funds for the liquor sector, the current 15 times PE liquor sector, the valuation will continue to be compressed, and even many third, fourth, and fifth-tier liquor brands are losing money in a series and entering the edge of ST's delisting.

In this situation of future expectations

At present, the liquor consumption sector, which seems to be seriously undervalued, no matter how good the current performance is, is a proper investment trap.

After the release of Jincheng Fenjiu's semi-annual report, in the discussion of the entire market, the core managers of the main fund also had a wave of heated discussions within Jingda Investment, which is a heavy position in this stock.

Eventually, everyone came together.

said that the valuation of Jincheng Fenjiu has dropped to 12 times PE, and the profitability is not bad, and the impact of the 'plasticizer' crisis is also slowly dissipating, and the stock price has no room to fall, so it is decided to continue to hold the position, waiting for the synchronous reversal of performance and stock price.

And two hours after Jincheng Fenjiu announced its half-year performance report, that is, at 7 o'clock in the evening.

In the heated discussion of the performance of Netspeed Technology, Fenda Technology, Huaqingbao, and Changqu Technology, and the future can be expected, Waigaoqiao, Shanghai-Hong Kong Group, Shanghai Ganglian and other stocks also released semi-annual results.

It's just different from the beautiful financial reports of Netspeed Technology, Fenda Technology, Huaqingbao, and Changqu Technology.

The semi-annual report performance of Waigaoqiao, Shanghai-Hong Kong Group, and Shanghai Ganglian was bad, down a lot from last year.

Of course, this is the financial report of the Shanghai Iron and Steel Federation, everyone discusses the heat and passion is the highest, after all, this check has been hyped by the market for a month and a half, and the trend is either up or down, compared with the lowest point in May, it has risen almost 1.5 times, regardless of popularity and heat, it is extremely high.