Rebirth of the Capital Legend

Chapter 210: Build a large position in 'Kewan Real Estate'!
In his eyes, the current share price of 'Kewan Real Estate' is already around 14.20 yuan, with a market value of more than 1600 billion.

Due to the country's strict macro-control of the property market in the past few years, as well as the relative downturn of the real estate market, and the management of the 'Kewan Real Estate' Group deliberately suppressed the stock price, this leading stock in the real estate industry experienced a decline in the previous bull market. , it did not create such a beautiful stock price increase.

Of course, it is also because of its severely undervalued market valuation and its strong fundamental support.

This check has not suffered too serious a stock price retracement in the two consecutive rounds of stock market crashes since late June.

As a result, under the recent concentrated attack by big funds to build positions, this check has fully recovered the decline in the two rounds of stock market crashes without encountering excessive market selling pressure, and further launched a charge towards the peak of the bull market stock price in mid-June. There is a trend of hitting new highs, leading the entire real estate sector, and embarking on another big market trend.

Holding 20 billion financing funds.

Su Yi basically didn't consider any cost of opening a warehouse.

As long as there is an active selling order for the stock 'Kewan Real Estate' on the market, he will accept the purchase without hesitation. No matter how much the selling order is, he will accept all the orders.

Fortunately, the stock circulation volume of 'Kewan Real Estate' is large enough.

There are more than 1000 billion in circulating chips.

This makes it relatively easy for him to scan for goods on the market and avoid being trapped by liquidity.

As he continued to buy the stock of 'Kewan Real Estate' without any concealment...

Soon, inside a company called "Rongke Investment Company" controlled by the "Baoneng Department" in the Shenzhen Stock Exchange.

Having already prepared considerable capital reserves, under the instruction of Boss Yao, Yang Chenghao, the head of the trading team, who was continuing to secretly increase his holdings in the stock of 'Kewan Real Estate', noticed that there was a sudden change in the stock market of 'Kewan Real Estate'. A major force of buying funds entered, and his brows furrowed involuntarily.

"What's going on? Are institutions eyeing the stock of 'Kewan Real Estate'?" Yang Chenghao asked in confusion.

"Mr. Yang, we are always passively placing orders and accepting orders, so we can't buy many chips." When Yang Chenghao was wondering, Wang Hao, the trading team leader of the trading team, also noticed the "Kewan Real Estate" stock on the market. Seeing the abnormal movement, he hurriedly said, "Look...should we take the initiative to sweep up the goods to take over the market and further stimulate selling?"

Yang Chenghao thought for a while and said, "Let's take a look at the specific motivations of this capital."

Because 'Rongke Investment Company' and 'Baoneng Group' insurance institutions are obviously different business companies, and their apparent correlation is not strong.

Therefore, insurance institutions in the 'Baoneng Group' have already invested in the stock of 'Kewan Real Estate'.

During the two previous rounds of stock market crashes.

In response to the call of 'Certificate Financial', 'Huijin' and the regulatory authorities, a huge amount of money was invested in the stock of 'Kewan Real Estate'.

Boss Yao used "Rongke Investment Company" to continue to buy "Kewan Real Estate" stocks and swept up the stock in the secondary market, without violating the regulatory rules that required disclosure of the progress of the increase in holdings.

Moreover, at this time, the 'Baoneng Department' already had thoughts on joining 'Kewan Real Estate'.

But with the chips in hand, it’s not yet time to decide the winner.

They will not reveal their motives and thoughts easily.

This is also the reason why 'Rongke Investment Company', with relatively sufficient funds in hand, did not extremely increase the stock price of 'Kewan Real Estate' in a short period of time, thus attracting the attention of the entire market.

in a sense……

At this time, in addition to Su Yi, he knew the fundamental reason why the stock volume of "Kewan Real Estate" has continued to increase significantly recently.

It is the financial power related to the 'Baoneng series' that is involved in sweeping goods.

Other market institutional groups, as well as the current management of the 'Kewan Real Estate' Group, as well as the group's major shareholders, are simply not aware of this.

Of course, if the management of 'Kewan Real Estate' Group.

Alerts were raised at this time.

There is a high probability that there will be no follow-up dispute over 'Baowan Equity'.

"Okay." Wang Hao, the trading team leader, nodded, "Then I will continue to place orders first."

Before the big leaders decided to 'openly declare war', as a trader, he could only follow a certain trading strategy.

As the market trading time goes by.

The two found the stock market of 'Kewan Real Estate'.

The buying funds that have been placing orders and sweeping goods since the beginning of the market have no intention of stopping at all.

"This fund must have bought at least 1 million chips on the market today." At around 1:20 p.m., Wang Hao, who had been observing the changes in the market trend and volume of 'Kewan Real Estate', said, " Judging from the overall market trend, this stock is being bought quite aggressively. Could it be that...an institution like an industrial investment fund has entered the market?”

"It's possible to complete it," Yang Chenghao said.

"Then Mr. Yang..." Wang Hao asked, "What should we do now?"

Yang Chenghao looked at the trend of the two cities' market, the trend of the entire real estate sector index, and the overall bullish sentiment of the market. He pondered for a moment and said: "Follow the trend and buy orders appropriately, but be careful not to raise the stock price too quickly." We can't send the check from 'Kewan Real Estate' to the Dragon and Tiger List.

At this time, we cannot expose our trading seats.

Nor can we put the check of 'Kewan Real Estate' on the list of popular stocks that market investors are paying attention to. "

In their hands, the current chips for the stock of 'Kewan Real Estate' are still seriously insufficient.

If the motives and ideas are exposed in advance at this time, it will destroy the overall situation that the leaders have worked hard to plan, and at the same time, their buying costs and the amount of funds invested will increase rapidly.

After all, it doesn’t matter what the stock price is rising for.

As long as buying funds continue to flow in, stock prices continue to rise, and the profit-making effect of the market continues to expand.

Then, even if there is no good news related to this stock that continues to move, the group of investors who are paying attention and participating will automatically come up with many good things.

As a result, selling orders on the market weakened and buying orders increased.

This will be quite disadvantageous for the buyer.

Therefore, at this time, they even noticed that there was a major force of funds competing with them on the market.

They also have no way to rely on their capital advantage to compete with each other on the market and continue to push up the stock price of 'Kewan Real Estate'.

"Okay." Wang Hao then responded.

Then, he began to instruct traders to operate according to the corresponding trading strategy.

And when the traders within 'Rongke Investment Company' followed the trend and accepted the purchase on the 'Kewan Real Estate' stock market.

As the stock of 'Kewan Real Estate', it is the main buyer's power today.

Su Yi also noticed this capital instantly.

Of course, it's the same as the traders from 'Rongke Investment Company'. Faced with the continued buying of funds related to the 'Baoneng series', he was not in a hurry to boost the market.

Because the stock of 'Kewan Real Estate' is not exposed to the market's hot stock list, it will not attract the participation of more active main funds.

It is good for him and the increase of funds related to the 'Baoneng Department'.

However, although the two parties have a corresponding tacit understanding in the buying operation behavior.

But when the market indexes in the two cities gradually fell, and even plunged at 2 o'clock in the afternoon, 'Kewan Real Estate', the leading stock in the real estate sector, clearly bucked the trend and strengthened.

It still attracted the attention of many interested investors.

Among them, Yu Zeming, the fund product manager of "Noan Real Estate Mixed Selection", a company called "Noan Capital" that is one of the well-known public equity institutions in Shanghai and has a deep research on the real estate industry, also discovered the stock of "Kewan Real Estate". Changes in stock market trends.

"The check of 'Kewan Real Estate' seems to have obvious signs of large-scale capital building a position recently!"

Yu Zeming stared at the market trend of 'Kewan Real Estate' and said with emotion.

Hearing Yu Zeming's emotion, Zhou Yue, as the fund trading team leader, hurriedly turned his attention to the stock of 'Kewan Real Estate', observed it carefully for a while, and responded: "Today, the main buyer of the stock of 'Kewan Real Estate' The net inflow of large funds has exceeded 1 million. It feels like there are indeed large funds building positions, but... looking at the trading traces of the funds for building positions, its willingness to pull orders is not strong. It should be that it has just opened a position. soon."

"There are basically no big buying orders that actively pull the market upwards. It is true that the willingness to pull the market is not strong." Yu Zeming nodded slightly, "However, there are changes in the industry leaders, and there are obvious signs of big funds building positions, so we should still pay attention!"

Zhou Yue nodded and said: "It seems that the major financial groups in the market are gradually changing their understanding of the real estate sector."

"It has been almost a year since the macroeconomic policies of the property market were loosened." Yu Zeming said, "Everyone's expectation of a recovery in the property market has indeed become stronger recently."

"I heard that in our magical city, the prices of newly launched properties have been increasing," Zhou Yue said.

Yu Zeming smiled and said, "Isn't that right? The opening price of real estate in the core area has obviously increased compared to half a year ago, and sales have continued to rise. It is estimated that the bull market in the real estate market... is about to begin."

"However, the performance of the real estate sector and related real estate stocks should lag behind the recovery of the real estate industry and housing prices for at least half a year, right?" Zhou Yue said, "Based on this lag time, it stands to reason... that it will not be until the first half of next year. This is the best time to invest in the real estate sector.”

Yu Zeming said: "That's not necessarily the case. As long as expectations are raised, stock prices will always respond before performance feedback."

"Then...should we continue to increase positions at this position?" Zhou Yue asked.

Yu Zeming thought about it for a while and said: "Don't worry. Judging from the current market trend and main capital intervention, the entire real estate sector is still at the vassal of the 'big financial' sector. In the recovery of the real estate industry, the property market, and housing prices, expectations are not further enhanced.

It is still difficult for the entire real estate sector to move independently from the broader market.

Moreover, in terms of the market performance of the entire sector.

At present, only one stock, 'Kewan Real Estate', has shown some signs of independent strength and the continued involvement of large funds in building positions.

Others include core industry stocks such as 'Poly Real Estate', 'China Land Development', and 'Gemdale Group'.

There are no obvious changes at present.

At this time, if we increase our positions on a large scale, the time is still early.

At the same time, judging from the overall market sentiment feedback and capital situation, the tightening of capital at the end of the year will also have a great impact on the overall market trend.

In other words, the Shanghai Index is here.

It is still difficult to completely stand at 3500 points.

There is also the core line of 'big finance'. After two rounds of stock market crashes, after the 'national team' continued to increase its positions and go long, the current valuation and stock price level are still in a position with a high degree of risk. If it becomes tighter, there is a high probability that it will go out of adjustment.

And under the influence of the main line of 'big finance'.

The 'real estate industry sector' that is temporarily unable to move out of independent market trends will definitely be greatly affected.

Therefore, on the whole, it would be better for us to watch more and move less. It would be better to maintain the current position level of the fund and the balanced allocation of individual stocks. "

"Okay!" Although Zhou Yue's idea is more radical than Yu Zeming's, he feels that it may be official time to increase the stakes in the real estate sector at this time, but since Yu Zeming feels that the time has not come yet, and the risk and return ratio are still He didn't reach the point of a definite buying point. He thought about it for a while and did not rush to refute. Instead, he nodded slightly and continued, "Then let's observe it for a while."

However, despite the exchange of opinions between the two, they were not in a hurry to increase their positions in corresponding core stock chips in the real estate sector.

However, many short-term active speculative funds attracted by the obviously stronger trend of the stock of 'Kewan Real Estate' than the market, but in the late trading stage, when the market of the two cities continued to fall, and even panicked concentrated selling occurred, The idea of ​​'risk-off' comes into play.

And these speculative and active capital groups follow the trend and participate.

This also led to the stock of 'Kewan Real Estate' maintaining a strong situation at the close of the market.

While the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index all fell sharply by more than 1%, they bucked the trend and closed with a gain of nearly 3%.

And amid the surge, its intraday trading volume also increased significantly.

Compared with yesterday, it was enlarged by almost 30%.

Of course, this stock is obviously stronger than other real estate stocks and the trend of the market.

Everyone didn't think much about it. They just felt that the main funds of the institutions with foresight were speculating on the recovery of the 'real estate industry'.

However, no matter what everyone thinks.

Thanks to the decline in the market and the large volume of 'Kewan Real Estate' during the day.

In Su Yi's first operation of opening a position and purchasing this stock, he was satisfied with getting nearly 2.5 million low-cost chips.

According to this speed of building a position.

If he wants to invest all 20 billion in the stock of 'Kewan Real Estate'.

It is estimated that half a month will be enough.

This was faster than he expected to open the position.

However, although he got a relatively satisfactory low-price bargaining chip on the stock of 'Kewan Real Estate'.

However, several core leading stocks that he heavily invested in the main line of 'lithium batteries' were destroyed by his easily exposed trading seat on 'Financial Street Fuxing Road'.

Because he took advantage of the trading seat of 'Financial Street Fuxing Road'.

The impact of large-scale reduction of positions and profit taking on stocks such as 'Tianqi Lithium', 'Ganfeng Lithium' and 'Duofuoduo'.

Today, these core leading stocks all closed with a sharp drop of 5% to 7%, and the entire 'lithium battery' mainline sector also suffered a huge adjustment due to heavy volume.

This led to a sharp correction in the overall market.

This also made his position size reach more than 1 million, and his daily loss exceeded million.

(End of this chapter)