Financial News
Author: Zhan Yongyu
2021-01-06 07:00
Last update date: 2021-01-06 09:10
Hong Kong stocks fluctuated like a roller coaster last year. The annual bill fell by 958 points or 3.4%. However, there are many multiplying stocks, such as Xiaomi (1810) and BYD (1211), which have doubled and quadrupled.
In addition to attracting retail investors to settle down, even many listed companies are all starting to trade stocks to "make extra money". New stocks, short-term speculation, and long-term speculation are all available!
Among them, CASH Financial (0510) can be regarded as a tech speculator, and there are no shortage of strong stocks. Among the "ATMXJ", all except Alibaba have made a profit by selling goods. In the real economy, there are also companies such as professionals. Luyun (1235) borrowed stocks to "make foreign exchange".
BYD's share price rose fourfold last year.
(VCG)
Technet speculators: CASH made more than five goals quickly
Retail investors are keen to speculate in stocks, and short-term speculation is very common. Some listed companies took advantage of the boom last year to "show their talents". Among them, the most hotly speculative non-CSF Finance is none other than the information disclosed by the company. Last year they bought 5 When speculating in Hong Kong stocks, including Tencent (0700), Meituan (3690), JD (9618), Xiaomi and BYD, the buying prices are 571 yuan, 289.4 yuan, 327.3 yuan, 25.79 yuan and 185 yuan respectively.
Looking at the information, the above five stocks were all bought in November last year and sold in December. They made a quick profit of 5.35 million yuan in just one month. It is no exaggeration to describe it as a "technet speculator".
Taking Meituan as an example, CASH Financial bought 66,000 shares in stages from November 9 to 11 last year, and sold them on November 16, quickly earning 2 million yuan within 10 days.
In November last year, CASH Financial made a quick profit of 2 million yuan by speculating on Meituan.
(Screenshot of CSF Financial Notice)
After having tasted the sweetness of the short-term speculation, CSF re-purchased Tencent and Meituan in December last year, buying 53,500 shares and 69,000 shares at cost prices of 575.7 yuan and 301.45 yuan, respectively, at the closing price on December 31 last year. In total, the two shares currently have a combined book loss of nearly 1.1 million yuan.
However, taking into account the profits that have already been pocketed earlier, the bill still makes 4.25 million yuan.
Interestingly, CSF changed its "taste" yesterday (5th) and bought stocks of the old economy. It announced that it would spend about 9.9 million yuan and purchase 210,000 shares of China Mobile (0941).
It is worth mentioning that in the first half of last year, CASH had an income of 50.502 million yuan and a loss of 28.124 million yuan. The stocks have been good for the industry.
Yaocai's short-term speculation in Ali lost more than 50 million yuan
It is unknown whether it is "near the water." Another brokerage stock Yaocai Securities (1428) has short-term speculation in new economic stocks. In February and March last year, it bought 500,000 shares of Alibaba (9988) at an average price of 19.44 yuan, but in March last year By May, it sold 439,600 shares at an average price of 198.39 yuan, earning about 1.75 million yuan.
However, afterwards, Alibaba had risen to a historical high of 309 yuan at the end of October. Based on the 500,000 shares held by Yaocai, it could earn up to 57.295 million yuan!
Even with the closing price of 232.6 yuan on December 31 last year, if the 500,000 shares are not sold, the book still earns 19.095 million yuan.
Affected by the epidemic, Professional Travel (1235) had a performance for the six months ended September, and its loss expanded to 19.42 million yuan.
(Professional travel facebook)
Professional Travel and Food Hong Kong Stock Exchange
Affected by the epidemic, the professional travel (1235) business was greatly affected. For the six months ended September last year, it only recorded revenue of 2.58 million yuan, a year-on-year decrease of 98.4%.
The loss during the period expanded to 19.42 million yuan, and a loss of 12.19 million yuan in the same period in 2019.
Traveling has nothing to do, but short-term speculation can be profitable.
At the beginning of December last year, the company bought 13,500 shares of the Hong Kong Stock Exchange for 5.3 million yuan at a cost of 396.3 yuan per share. At the end of the month, it sold 7,500 shares for 414 yuan, with a profit of 132,000 yuan.
However, the professional travel industry has not sold the Hong Kong Stock Exchange. It also added 4,000 shares to 425.9 yuan at a cost of 1,703,600 yuan.
Recently, the Hong Kong Stock Exchange continued to break the top,
with the current holding of 10,000 shares and the closing price of 457 yuan on Tuesday (5th), with a market value of 4.57 million yuan.
The holding cost of the 10,000 shares is 4.0814 million yuan, the average price per share is about 408.14 yuan, and the book makes a temporary profit of 488,600 yuan.
JD Group has been in the field of pharmaceutical e-commerce and Internet medical care for many years, and now it is entering the harvest period.
(Jingdong Health Official Website)
IPO Party: Chuangzai's 5-ball draw for JD Health only won 4 hands
In addition, last year's new stocks "open P", there is no lack of multiplying stocks, such as Simer (6969) and Mingyuanyun (0909), attracting some listed companies to target the same hot new stock market.
Last year, the "Frozen Capital King" Ant Group's listing hit the rocks, but the IPO craze has attracted the favor of at least five listed companies, including Hong An (1222), Leading Financial (8163), Maochen Group (0273), Future Development (1259) and Astron Financial (8333).
Among them, Maochen and Hongan are the most "brave", spending 240 million yuan and 160 million yuan to subscribe for ants respectively.
Leading Financial can be regarded as a "new stock player". In addition to subscribing to Ant, it also subscribed to JD Health (6618) and Evergrande Property (6666), using 4.99 million yuan and 4.92 million yuan respectively.
However, the success rate of new shares was low, and only 200 shares of JD Health and 18,000 shares of Evergrande were awarded.
In other words, if you spend 5 million yuan to subscribe for JD Health, you have only won four hands. Even if JD Health’s listed stock price has more than doubled, the holdings have only earned about 14,000 yuan so far.
New Century spent 8 million yuan to buy 160,000 shares of Changhe Changlu to receive interest.
(Profile picture)
Love forever: Buying the old economy in the new century to collect interest
Some people love short-term speculation and some people love long-term speculation. Listed companies are no exception. New Century (0234) and Bishou Station (1830) hold a basket of old economy dividend stocks and new economic growth stocks respectively.
The new century may be a bit unfamiliar to young investors. The main business is property rental collection, investment and securities trading, cruise leasing, and money lending business.
However, the major shareholder Huang Zhaolin is not an idle person. According to reports, he was born in Singapore and was originally an ordinary tour guide. Later, he moved to Macau for development. He was favored by "gambling king" Stanley Ho, earning his first pot of gold and starting his business. The chief of the hall has become the chairman of the listed company.
In the new century, stocks of old economic stocks inevitably underperformed the market last year.
(Screenshot of New Century Annual Report)
New Century disclosed buying stocks for the first time in 2016. At that time, it only held Tracker Fund (2800), Evergrande Real Estate (3333), Agile (3383) and Bank of China (3988).
As of the 2020 interim results, the company’s shareholding list has expanded a lot, but all of them are still "old economy stocks", including CKH Holdings (0001), Gas (0003), Henderson Land (0012), Xindi (0016), Hong Kong Stock Exchange The cost per share is 50 yuan, 11.92 yuan, 34.23 yuan, 106.65 yuan, 264 yuan, 5.83 yuan, 54.93 yuan and 82.12 yuan, respectively, for the stock exchange (0388), China Construction Bank (0939), China Mobile (0941), and Ping An Insurance (2318). , The total purchase cost reached 70 million yuan.
Affected by the epidemic this year, old economic stocks underperformed the market. Although the purchase price was low, at the closing price on December 31 last year, the book still lost 2.6 million yuan.
Beshou Station is in love with the growth stocks of China and the United States.
(Picture from the official website of Bishou Station)
Ai Changyu: Beshou Station bets on new economic growth stocks
Beshou Station disclosed for the first time in 2018 that it holds 80,000 shares of Tencent, with an investment cost of RMB 30,224,000, which means the purchase price is approximately RMB 377.8.
In addition to Hong Kong stocks, there are also US stocks that are fond of technology stocks. The first purchase in 2018 was Microsoft (MSFT), and then gradually increased its holdings. Four of the "FAANG" were bought, including Facebook (FB) and Amazon. (AMZN), Apple (AAPL), Alphabet (GOOG).
Beshou Station loves technology stocks.
(Screenshot of the annual report of Bishou Station)
In addition to US stocks, according to the company's interim report (as of September last year), Beshou Station currently holds MTR (0066), Hang Seng (0011), Tencent and Alibaba.
Due to the low purchase price of Tencent in the early years, the book still made money, but the remaining MTR, Hang Seng and Alibaba all lost money. Based on the closing price on December 31 last year, they were still diving, and the book lost 5.45 million yuan for the whole year.
Beshou Station bought Hang Seng and MTR to collect interest.
(Screenshot of the annual report of Bishou Station)
Liang Jiewen: There is no big problem if you buy less without disclosing
In addition to the above shares, according to company disclosures, Huatai UBS (8006), Overseas Chinese Town (3366), Xinwei International (0058), Century Construction (0079), Gaoshan Enterprise (0616), Zhongyu Group (0985), etc. in the past year All stocks are bought and sold. Among them, Zhongyu spent 40.7 million yuan to buy 3.0975 million shares of China Shenhua (1088) in June last year. The investment cost was 13.14 yuan. The market value was 45.22 million yuan at the end of December last year. It earned 5 goals in half a year.
According to Article 14 of the Listing Rules, currently listed companies buy unconnected listed securities with a capital ratio of more than 5%, but less than 25% must be disclosed.
In other words, if the amount is less than 5% of the asset ratio, no disclosure is required.
Honggao Securities Investment Manager Liang Jiewen said that if the relevant amount is less than 5% of the asset ratio, it is believed to be a small amount. "Even if a listed company buys stocks, it does not always invest millions of dollars to buy stocks, sometimes tens of thousands. There is no big problem if the number is too small to disclose. Is it that every time you buy tens of thousands of mosquito stocks, you will be notified!" He said with a smile, under the epidemic, buying less and "losing" may not be enough for the industry to lose much .
Honggao Securities Investment Manager Liang Jiewen believes that if listed companies really have spare money for no use, they are willing to pay dividends to shareholders.
(Photo by Zhang Haowei)
If you have spare money, it's better to pay dividends
He believes that if a listed company has excess money, it is understandable to buy stocks for investment appreciation. However, it is necessary to pay attention to what shares the listed company buys. If you buy penny stocks such as "mystery.com", you need to pay attention.
Liang Jiewen continued that if a listed company uses capital to "short-term speculate" and draw new shares, it will give people a sense of "not doing business properly." "Recently, how much money can you make when you don’t draw a lot of new shares?" As for short-term speculation, the same is not true. It will make a lot of money. He described the management's focus on stocks, which is a "time-consuming accident." It is better to return to the industry.
In addition, if the listed company really has spare money for no use, it is willing to pay dividends to shareholders.
Liang Jiewen added that even if a listed company really buys good stocks at a low price to make money, the market will only recognize that this is a one-time return, and will not increase the value of the company because of this. To put it bluntly, it will be harmless but not profitable. Add points, but you will lose points if you lose money!"
Xiaomi, Tencent, Alibaba, Meituan Dianping Jingtokyo East Health, BYD Professional Travel, Yaocai Securities, Hong Kong Stock Exchange, Ant Group, Must Thin Webmaster and China Gas Xindi China Mobile Ping An/Pingbao Microsoft MicrosoftfacebookAmazon
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