Chapter 1014 [Super large-cap stock WeChat goes public]

The next day, Monday, June 1st.

The A-share market has its first trading day in June today. WeChat, the country's largest mobile instant social messaging overlord and super large-cap stock, officially landed in the A-share market today. It can be said to be a moment of great concern.

Today's big A market trend has also attracted the attention of various funds. Last week's "528 tragedy" is still vivid in our minds. There are also various news on weekends and weekends to boost market confidence. Can we be stunned today? For the future market trend The long-short game is very critical.

In the morning call auction, the Shanghai Composite Index opened slightly higher.

The number one stock popularity index in the two cities is WeChat, closely followed by Toutiao, the most popular leader of the year, and closely followed by Quantitative Capital, the leader of the Chinese Army.

WeChat is the most popular today, and everyone is staring at this stock.

When the market opened at 9:30, WeChat's stock price hit the limit in seconds, hitting the largest increase of +44% on the first day of listing. The stock price rushed to 26.18 yuan, corresponding to a market value of 575.9 billion yuan.

The market index made a diving move at the opening and started a unilateral upward short-squeeze rebound. The three major indexes continued to rise sharply. The Shanghai Stock Index rose all the way and broke through the 4800 point mark again.

As the saying goes, one Yang changes three outlooks. This big Yang line is more effective than shouting on weekends and weekends, and your confidence will be full in place.

As of the close, the Shanghai Stock Exchange Index surged +4.71% to 4,828 points; the Shenzhen Component Index surged +5.07% to 16,917 points; the ChiNext Index surged +4.97% to 3,718 points. The combined turnover of the two cities reached 1.85 trillion. .

Judging from the market, all A-share sectors were in the red. Among them, coal, public transportation and other sectors led the gains in the two cities, soaring +9.48% and +7.73% respectively, while the Galaxy concept stocks also did not give up at all, with a comprehensive counter-insurance surge. .

Including WeChat, a total of 22 stocks listed today, 17 have reached daily limit. Among them, Toutiao reversed the daily limit, and the stock price rushed to 158.08 yuan, and the market value rose to 197.6 billion. Quantitative capital also reversed the daily limit, and the stock price rose to 814.51 yuan. The market value rose to 1.1386 billion.

Many investors thought that today's listing of WeChat, a super large-cap stock, would cause the market to plummet further. As a result, the stock price exceeded expectations by more than 5 percentage points.

The first trading day in June ushered in a heart-warming start. This negative positive line swept away the gloom of last week. Teachers from all walks of life, including analysts from some investment institutions, also jumped out to publish review analysis after the market closed.

For example, a strategist of a securities company said in an interview with a reporter from China Salary News that today's sharp rise in A-shares is mainly due to the technical rebound after oversold in the previous two trading days, especially considering that after the aforementioned plunge, market risks have been reduced. The release is conducive to the long-term trend of the market, including official media and management, etc. have released positive signals, which has a significant boosting effect on investor confidence.

After the "May 28 tragedy" plummeted last Thursday, mainstream media and major newspapers issued articles to comfort investors. For example, Xinhua News Agency issued an article saying that "the mid-term bull market pattern remains unchanged and the market will go further" and "shock adjustments will lengthen the bull market." "Timeline, the logic of Slow Bull has not changed in June", and called on everyone to use common rationality to protect and improve the stock market, and strive to promote the Slow Bull and Long Bull markets expected by the industry, so that it can become a normal social financing channel and investment A platform for investors to obtain the dividends of economic development.

Fang Hong had naturally seen these news, and he was speechless about it.

The so-called "slow bull logic has not changed in June", he knows that this sentence only applies to half a month, the current crazy market can continue for another half month, and late June is the time when everything will be over.

WeChat went public today, and the market index withstood the pressure and soared in a short-squeeze style. However, WeChat is not the only super large-cap stock that will be listed this month. There is also Zhongguo Nuclear Power, which is confirmed to be listed on the A-share market on June 10 and will be listed on June 26. A-share companies like Guotai Junan and others can be said to be quite a test of Big A’s endurance.

The stock investors changed their views and continued the carnival.

But at this time, the upper management has actually become more and more aware of the risks of the stock market, and has recently taken a high-pressure stance in cracking down on all types of illegal funds entering the market, especially over-the-counter capital allocations.

Fang Hong knew that the tragic trend ahead had entered the last half-month countdown, but he couldn't jump out and say anything. He could only keep everything in his stomach.

…

At about 16:00 in the afternoon, the operation team of "Honor of Kings", a game studio owned by WeChat, posted a blog post on its official blog, announcing the game's results for one month after its launch.

The game was launched on May 1st, and exactly one month has passed since today.

Data shows that the number of daily active players of "Honor of Kings" exceeded 28.7 million, of which female players accounted for 19.28%. In the first month, it earned a comprehensive revenue share of 622.05 million yuan.

Once this report card was announced, the industry and capital markets were shocked.

The report card for the first month directly accounted for more than 20% of the revenue of the national mobile game market in the same period. If this momentum is maintained, the annual revenue will reach 7 billion. Of course, this number will definitely not be reached today. After all, games are in It will be launched on May 1, but even so, according to this momentum, the revenue scale for the whole year this year will have to move towards the goal of 4 billion.

A mobile game has such a terrifying ability to attract money. The Game Box platform has more than 8,000 game contents, covering mobile phones, PCs and consoles. The new game "Honor of Kings" has become the most profitable game on the platform. It instantly killed Blizzard games such as "World of Warcraft" and AAA game masterpieces released by top game developers.

Currently, "Honor of Kings" is in the top ten in the three major lists of the game box platform: the overall list, the weekly list, and the rating list, and has topped the overall list and the weekly list for four consecutive weeks.

The number one spot on the overall list represents the current best-selling game on the platform, and the number one spot on the weekly list represents the best-selling and most acclaimed game currently.

"Honor of Kings" can continue to rank first on these two lists, which shows how popular the game is in the current national server.

Many players did not expect that with so many best-selling masterpieces on the PC and consoles, a newly launched mobile game would dominate the list for a month in a row, and it was far ahead. The momentum continued to rise, and the popularity did not diminish at all.

This game is a product developed by WeChat's game studio. Such a strong momentum will inevitably bring a new and powerful performance growth point for WeChat subsidiaries.

The impressive first-month results of "Honor of Kings" are undoubtedly good for WeChat's stock price, which has just landed on the A-share market. Tomorrow will be a full-digit daily limit. Even if there was no such good news just after it was listed, it would still be a daily limit tomorrow.

But this good news undoubtedly gives WeChat’s share price more room for imagination.

This game maintains this momentum and is expected to earn 4 billion yuan in revenue this year. It is expected to contribute about 2.2 billion net profits to WeChat. What’s more, WeChat is also one of the major shareholders of Mihayou. This area is another It can contribute a very considerable income to the company.

Some investment institutions estimate that in 2015, WeChat is expected to reach a net profit of 24.5 billion this year based on maintaining a growth rate of 40%. For an Internet company in such a rapid growth stage, a static price-to-earnings ratio of 40 times in the A-share market is not enough. Let's break it down. Calculate that the corresponding market value can reach 1 trillion, and the corresponding target price can be seen as 45.45 yuan per share.

…