Chapter 132 Time Window(2/2)
The concept of 'Internet finance', the concept of 'mobile games', the concept of 'electronic information', the concept of 'film and television media'... have exploded across the board. The core holdings of the entire 'Yuhang No. 1' fund have reversed sharply from the index on June 25.
Counting from that day, the bottom rebounded, and the last time it rose was 45%, especially among them, such as Hua Qingbao, Shanghai Steel Union, Oriental Fortune, and Wangsu Technology, the increase exceeded 65%, which became a continuous market trend.
core popular stocks.
And thanks to the performance of these stocks that far exceed the market average growth.
The newly established 'Yuhang No. 1' private equity fund has naturally become the most beautiful scenery in the entire private equity fund market, which has greatly boosted the more than 100 investors who invested in this private equity fund.
Confidence also made this fund famous.
"You can achieve this kind of performance without much operation, which shows how powerful Brother Su is!" Mr. Qian happily praised, "It's true that I have been optimistic about Brother Su's investment ability all the time, haha... with you helping me manage my finances,
From now on, I will really have nothing to worry about."
"Oh, right……"
"Brother Su, your reputation is getting bigger and bigger now, aren't you considering opening another private equity fund?"
"I'm going to invest another 100 million, but I don't know if you will accept it or not?"
"Uh..." Su Yu heard him talking about the number of 100 million, and couldn't help but sigh that this man really had some deep pockets, and said, "Although the market has rebounded a lot during this period, the bottom around 2000 points is considered solid.
However, the overall market sentiment has not recovered much. The trading volume in the two cities is still limited, and the liquidity is still very expensive and scarce. It cannot support too much, and there is too much capital to flow freely. Therefore, the company currently has no plans to open a new fund. Mr. Qian can rest assured.
...If the company has any ideas in this regard and is a big customer like you, it will definitely notify you as soon as possible."
"Then Brother Su's call today was..." Mr. Qian asked tentatively.
Su Yu was silent for a moment and said, "To be fair, Mr. Qian, I'm looking for you...to borrow some money from you."
The time window to acquire the Ancai Paper land has reached the final moment, but he currently does not have that much of his own capital to leverage the land.
And bank loans...
Given the conditions under which 'Yuhang Investment' has just been established, it may be difficult to lend a huge amount.
Therefore, he had no choice but to start from the outside and had to borrow debt to leverage this project that would become extremely valuable a year later.
"Borrow money?" Mr. Qian was very surprised.
Based on his understanding of Su Yu's abilities, the domestic stock market is Su Yu's cash machine.
He didn't expect that Su Yu would still be short of money.
Of course, after being briefly surprised, he roughly guessed that what Su Yu was planning to do by borrowing money from him was definitely not a trivial matter.
"How much does Brother Su want?" Mr. Qian asked after a pause.
After seeing Su Yu's investment ability, in his eyes, Su Yu was also a high-quality borrower in terms of the borrowers and housing loans.
If he can rely on a loan, he can bind Su Yu to have full financial management authority for him.
That would be a huge profit.
"One hundred million." Su Yu said.
"One hundred million?" Mr. Qian was shocked, "Brother Su wants so much money?"
"Yes!" Su Yu said, "To others, such a sum of money is an absolutely huge amount, but to Mr. Qian, it shouldn't count, right?"
Mr. Qian coughed slightly and said: "Brother Su still thinks too highly of me. One hundred million in cash is a large amount for me. But if Brother Su wants to use it, if it is a short-term loan within half a year, I will
We can still think of a way, but...what does Brother Su plan to use this money for?"
"Investment in a project." Su Yu said, "It may not be convenient to tell Mr. Qian the details, but since I have spoken to Mr. Qian, I can guarantee Mr. Qian's interests."
"It is not a small project that requires such a large amount of funds!" Mr. Qian said, "Brother Su, I understand that it is not convenient to inform you. Let's do this... When I come back, how about we discuss this matter in detail? Brother Su,
I’m not worried about your ability to borrow money but you won’t be able to pay it back, but I’m worried about you failing in such a large physical project.”
"Okay!" Su Yu nodded.
He knew that the other party must have wanted to know about the project he invested in at this moment, and even wanted to get a share of the pie.
Su Yu is not worried that after telling Mr. Qian about the project, the other party will become his competitor. After all, if there is no rearview mirror for rebirth, looking at the current situation, the vast wasteland that Ancai Paper has occupied for almost 13 years is on the outskirts of the city.
That place is indeed of little value and not worth fighting for.
After the initial exchange and discussion, the two hung up the phone.
Afterwards, Su Yu walked out of the office and came to the trading room.
Seeing that the trading team had grown to four people, Su Yu asked Li Meng with a smile, "How is it?"
"The market trend and the fund's stock holdings are both very good." Li Meng replied, "And according to your instructions, our purchase volume of Huachuang Xinte's stock has reached about 30 million.
It occupies close to 5% of the fund’s total position, do you still want to continue buying?”
"Buy!" Su Yu said, "Minghui Capital has such a heavy position in this stock, it is worthy of trust."
"But the market news about this stock is almost silent." Li Meng said, "In a sense, our entry into the stock of Huachuang Information Testing is simply to support Minghui Capital.
In the past week, we should have increased the net value of their positions by about 15%."
Su Yu nodded and said, "It doesn't matter. Next time, just let Mr. Xu treat us to a dinner worth hundreds of thousands. In fact... you didn't see them destroying the dishes in the venue, right?"
"That's not true." Li Meng said, "The more than 30 million chips are basically chips thrown by retail investors during the extremely rapid expansion and rapid decline."
"In that case, don't think too much about it."
Su Yu said: "According to the plan, just establish a fund holding of 10%.
With that said, Su Yu sat down at the computer next to Li Meng, turned on the computer, and began to check the core position data of several major funds invested by Jingda that Lin Antu sent him.
Huaguo Baosteel, China Commercial Bank, Shenhua Coal, Jincheng Fenjiu, LeTV, Shanghai-Hong Kong Group, Waigaoqiao...
Su Yu looked all the way and found that except for the core low-valued blue chips held by this private equity institution, the other stocks were somewhat irregular.
And due to recent changes in market trends.
The other party's position in low-valued blue chips has already been reduced.
The main core positions are concentrated in Jincheng Fenjiu, LeTV, Shanghai-Hong Kong Group and Waigaoqiao.
"Fenjiu is obviously gradually covering its positions." Su Yu compared the position change data of Jingda Investment in the past two months and secretly said, "As for LeTV's new entry, it is also the only GEM stock in the overall position. It should be
In order to make up for the lack of layout on the GEM, but at the same time because LeTV did not provide a good buying point, among the four core holding stocks, this one has the lightest position."
"As for Shanghai-Hong Kong Group and Waigaoqiao..."
Su Yu couldn't figure out the logic of the other party's previous intervention in these two checks.
But he knew that the other party made a mistake and actually bet on the core stocks of the "Shanghai Free Trade Zone", a major hot spot in the second half of the year.
If he doesn't snipe Jingda, invest in this opponent.
Then, according to the position results of the other party, in August, when the country's economic strategy document on the "Shanghai Free Trade Zone" is released, the other party will usher in a comprehensive surge in the net value of the fund and completely turn over.
However, now, Jingda Investment cannot wait until the dawn of time to turn over.
"According to this position situation..."
Su Yu thought for a while and said to himself: "We have to divert the other party's positions to Jincheng Fenjiu, and we have to take the opportunity to wash out the other party's positions in the Shanghai-Hong Kong Group and Waigaoqiao."
Now that we have decided to attack this opponent.
Chapter completed!