Chapter 30 Ancai Paper
"Then you have to work hard."
Li Meng walked side by side with him, smiling and joking: "Don't lose all my money."
Su Yu smiled and said: "Don't worry, from an investment perspective, my 'potential stock' is definitely the one with the most investment value in the world."
Li Meng didn't know where he got such confidence. He smiled softly and said nothing.
The two walked through the narrow and dim corridor of the urban village and entered the dilapidated Huaiyin community. Su Yu looked around the surrounding environment, thinking about the mixed situation here. When they parted, he reminded: "If possible, it is better to do it as soon as possible." Change your living environment, there are still some safety risks for a single girl like you living here."
"Are you complimenting me on my beauty in disguise?"
Li Mengxiao looked at Su Yu, his bright eyes shining brightly in the night.
Su Yu lightly shrugged and said, "As a friend, I'm just kindly reminding you. It's up to you whether you listen or not."
After speaking, Su Yu turned and left.
"Thank you!" Li Meng replied seriously when Su Yu turned around, "I will consider what you said, pay attention to my own safety, and move out of here if conditions permit."
Su Yu said a faint 'hmm', and then disappeared into the corridor.
Back to the rental house...
After Su Yu finished washing, he began to lie on the bed and use his mobile phone to browse forums, browse financial websites, investment communities, and browse various financial information and news in the evening after the market closed.
Mid-to-late April is the time for the centralized disclosure of annual reports and first-quarter reports of domestic listed companies.
Su Yu looked through the annual reports and first quarter reports of many listed companies tonight and found that the performance of the entire mobile phone industry chain stocks, mobile Internet and its derivative concept stocks was significantly stronger than that of other traditional fields, which shows that the performance of the previous In the past two years, the so-called "future new economy" field, which is a purely conceptual hype, has indeed entered the performance cycle of "from virtual to real".
It also represents these concept stocks.
What started as pure concept stocks without performance support gradually evolved into high-quality growth stocks with performance support.
Under the huge wave of the era of 'mobile phone intelligence innovation', '4G comprehensive application' and 'mobile Internet explosion', Su Yu believes that these related enterprise stocks have first-mover advantages and unique competitiveness in the 'new economy' field. After entering the performance burst cycle, we will surely see the continuous increase of market funds and relay speculation, thus creating a brilliant bull market for the GEM.
"Wow...Hua Qingbao announced its results."
While Su Yu was casually browsing, he suddenly saw Hua Qingbao's annual report performance and first quarter report performance in the comment area, which were also announced tonight.
He clicked on Hua Qingbao's annual report and first quarter report on the web page and took a rough look.
I saw that this popular stock had low performance growth in the first three quarters of last year, but its performance in the fourth quarter of last year and the first quarter of this year also showed a trend of accelerating growth, benefiting from the improvement of the industry environment.
Although judging from the report, this stock's performance growth rate and profitability are not as good as Internet Speed Technology.
But its future imagination space is even higher than that of Internet speed technology in the context of the explosion of the entire "mobile game" incremental market.
As soon as this performance report comes out...
Hua Qingbao’s hype logic will be further affirmed by various funds.
This also means that Hua Qingbao's stock price, which has been hovering in the price range of 15.5 to 17.15 and fluctuated for almost half a month, will seek a breakthrough again.
After Su Yu had a general understanding of Hua Qingbao's performance, he continued to follow Hua Qingbao's stock comment section.
I saw...
"It has been going so poorly recently. I thought the performance was so bad, but I didn't expect..."
"Recently, the trend of the market is obviously biased towards high-quality growth stocks. It can be said that Hua Qingbao's performance report did not disappoint everyone. It should rise on Monday, right?"
"It has been turbulent for almost half a month. Since the performance is not bad, it is indeed time to rise."
"There is no surprise in performance, but there is some surprise in the market!"
"Judging from the recent market performance, basically the traders are retail investors who have taken orders at high levels, and the main funds have already made profits and left the market."
"No, if you really leave the market, Hua Qingbao's stock price should have gone down long ago, and it shouldn't be still here."
"The horizontal position is to ship goods slowly. After all, Hua Qingbao's market is not big and its liquidity is limited."
"That's right. Given the poor nature of A-shares, high-priced stocks that have been speculated often have good shipments. Although Hua Qingbao's performance report is not bad, it did not greatly exceed market expectations. The main players took this opportunity , it is not impossible to induce retail investors to take over orders and ship goods on a large scale.”
"It's a pity that this check has not been on the list of dragons and tigers in the past week. I don't know who is still in it."
"Short-term ups and downs are not important. In the long term... Hua Qingbao will definitely be able to rise. After all, there is still a lot of room for 'mobile online games'. Hua Qingbao's performance will definitely continue to accelerate in the future."
"From the perspective of the hype direction of concept stocks, Hua Qingbao's short-term gains are too large, and it will definitely take a long time to adjust."
"But judging from the current market preference for high-quality growth stocks, it is difficult to say that Hua Qingbao's performance report will not attract funds to build positions."
"If the fund can build a position and take over hot money chips, it will definitely continue to rise."
"Is it possible for the fund to receive hot money at a high level?"
"Netspeed Technology has been greatly favored by institutions. In addition to its future performance explosion and expectations, which are very clear and strong, its stock price is at a historically low level."
"Even if Hua Qingbao's performance growth rate doubles in the next few quarters, its valuation will be significantly higher than that of Netspeed Technology."
"If we follow the logic of high-quality growth stocks, I think Hua Qingbao really doesn't have much room."
"In comparison, I think Internet speed technology has more potential to continue to explode."
"Based on my many years of experience in stock trading, concept stocks should be speculated according to the logic of concept stocks. It depends on the funding, chip structure, performance, etc. It really doesn't matter."
"I'm afraid that what I was doing was short-term and I speculated on concepts, but I believed in the logic of performance growth."
"Based on my own experience, if you speculate in stocks from short-term to long-term, you will often lose a lot of money."
"I think whether Hua Qingbao will rise or not depends entirely on the willingness of the main players. At least in terms of the chip structure, it currently looks...stable."
“You can’t just focus on individual stocks and ignore the broader market, right?”
"The chip structure is stable and may not rise, but it just shows that the main force is still on the market and has not finished shipping."
"Yes, from a broader market analysis, it doesn't seem too optimistic."
"The Shanghai Stock Exchange Index and the Shenzhen Stock Exchange Index are indeed not optimistic. Even if they rebound, the space is estimated to be limited. However, the GEM has been doing very well recently, and it almost rebounded to a new high on Friday."
"Hua Qingbao is a GEM stock, so it naturally depends on the market conditions of the GEM."
"It still depends on what kind of logic the market recognizes. If it recognizes excellent growth, I think there is still a chance."
In the many comments and discussions about Hua Qingbao's performance and subsequent trends, Su Yu found that the market divergence is still large, which proves that Hua Qingbao's market pressure is not small, and there is a high probability that there will be a fierce washout.
That is to say...
In Su Yu's expectation, the stock's trend on Monday is not optimistic. It will most likely open higher and move lower, giving the market and many retail investors the illusion that the main force will use the good news to ship large-scale shipments, thereby achieving a washout. Purpose.
Su Yu thought about it secretly for a while.
Knowing that the time to re-invest in this stock had not yet come, I turned my attention to other stocks.
He was casually browsing, and suddenly...
Information about a stock called 'Ancai Paper' came to his attention.
This is a stock on the main board of the Shanghai Stock Exchange. It has been listed for some years. It is a local listed company in Yuhang and is a local leading enterprise in the traditional field.
This company had a great time.
But now, it has completely declined. The stock price has fallen for 4 consecutive years. The market value is below 1 billion. The main business has no prospects. Coupled with poor management, it has been in the red. Occasionally, it relies on selling assets to survive.
Tonight, this stock released its annual report and first quarter report.
Its report, as expected by the market... continued to lose money, and the loss was rapidly expanding, and its net assets were already negative.
Under the poor report, the stock comment area and the retail investors in the market were all scolding.
Because this is already the second year of consecutive losses after it briefly corrected its profits by selling assets the year before, it will be suspended from entering the ST trading sector in accordance with the listing system.
For investors who buy this stock, this will be another day of continuous declines.
Of course, Su Yu noticed this stock not because of it, but because in his memory, this stock eventually became the backdoor listing of Kumho Group when its IPO was stalled.
Also...
What this listed company on the verge of bankruptcy holds in its hands is a huge factory site occupying a prime riverside location on the Qianjiang River, not far from the core urban area of Yuhang.
That piece of land...
Su Yu remembered that shortly after Kumho Group merged and absorbed Ancai Paper, achieving the purpose of backdoor listing.
The city government's new city planning document has been released.
Later, that piece of land became the core piece of land planned for the new city and was converted to commercial development. Its value soared many times, making Kumho Group make a lot of money.
This gives Kumho Group an absolutely advantageous position in the development of Yuhang New City, a new economic zone.
In the end, it defeated its competitor Pengyuan Real Estate in one fell swoop and became the leading real estate company in Zhezhou.
Su Yu believed that Kumho Group's success in the development of Yuhang Economic New Zone, as well as its acquisition of 'Ancai Paper' and asset reorganization, would achieve the purpose of backdoor listing.
It's not just luck.
But basically all of this has nothing to do with him now.
Whether he was speculating on Ancai Paper or Kumho Group, his capital was too thin to participate in this level of business game.
Fortunately... there is still time.
There is still almost a year left before Kumho Group borrows money from Ancai Paper.
There is still a year and a half before the government document is issued to determine the urban development strategy of the new economic zone. He still has the opportunity to grow, and he will use this opportunity to make the first layout and establish a real foundation in Yuhang.
