Wang Yawei's third quarter shareholding password)
This week, Huaxia Fund released its third quarter report, and Wang Yawei has once again become the focus of attention, and its status has undergone major changes. China's large-cap select fund has added four stocks, namely Pien Tze Huang (600436), China Construction Bank (60 1939), Xinghu Technology (600866) and Chongqing Development (0005 14), and Hainan Haiyao (000566) and Huaxia Strategic Fund have appeared.
In addition to the top ten stocks in Wang Yawei, among the tradable shareholders of listed companies in the two cities in the third quarter, the author also found many new Wang Yawei stocks in the third quarter. Although these stocks are not listed in the top ten positions, they have also attracted the attention of Wang Yawei. So what is the password of Wang Yawei's shareholding in the third quarter? Let's find out in this issue.
As of the third quarterly report published on October 28th, 65438/kloc-0, the author found that Huaxia Fund appeared among the top ten tradable shareholders with 35 stocks. Among these 35 stocks, the author divides Wang Yawei's fund actions into four categories, except those that have already appeared in the top ten positions. First, newly opened positions, including Digital Source Technology, Natural Forest Protection Infrastructure (000965) and Wan Wei Hi-tech.
The second category is stocks that have increased their positions in the second quarter, namely Lijiang Tourism (002033), Beiba Media (600386), Zhaowei Technology (600658), Hangdian Bai Jie (6008 14), Radio and Television Network (60083 1) and Guangzhou Iron and Steel Co., Ltd.
The third category is stocks that have not changed in the second quarter, including Emeishan A(000888), AVIC Seiki (0020 13) and Jilin Sengong (600 189).
The last category is the stocks of the top ten tradable shareholders who have reduced their positions or completely withdrawn from the stock in the second quarter. They are Meijin Energy (000723), Guitang (000833), Tianshan (000877), tianbao shares (002220), Tielong Logistics (600 125), Le Kai Film (600 135) and Great Wall Electric (600135). Fangxing Technology (600552), Zhujiang Industry (600684), Shang Petrochemical (600688), Xidan Shopping Mall (600723) 12 shares.
Through the above statistics, we can find that the turnover rate of two funds in Wang Yawei is very high, but they only hold a stock for three months. For example, Guitang shares, two funds led by Wang Yawei bought about 4.5 million shares in the second quarter, but in the third quarter, these two funds have disappeared. From the K-line chart, Guitang shares increased by 44.99 from July 1 to August 12 in 2009.
Besides, it is also popular to follow Wang Yawei closely. For example, the share price of Kunming Pharmaceutical soared due to the Wang Yawei effect. In addition, Hite Hi-tech also hit a record high this week due to Wang Yawei Masukura. So is it true that all the stocks involved in Wang Yawei will be hyped? I don't think so. For example, in the third quarter, six countries' chemical industry and Wang Yawei's two funds were involved in 5,999,900 shares and 2,499,900 shares respectively. Judging from the weighted average price, the cost of Wang Yawei may be around 10.88 yuan, but the stock only fluctuates around this price. Another example is Jilin forest industry. In the second quarter, Wang Yawei opened 5,009,900 shares, increasing its holdings by 3,009,500 shares. However, according to the third quarterly report of Jilin Forest Industry, the two funds in Wang Yawei still hold so many shares, and the stock price is also running in a fixed box.
Therefore, not all stocks with Wang Yawei concept have soared. Moreover, the author also speculates whether the speculation time of these stocks is not mature. Wang Yawei's intervention naturally has his reasons. For small and medium-sized investors like me, are those Wang Yawei concept stocks that have not skyrocketed worthy of attention? (financial management for one week)
What stocks do star fund managers buy?
Because of its unique market appeal, star fund managers' every move has a direct impact on the direction of retail investors' stock selection. The third quarterly report shows that Wang Yawei is keen on medicine, while Sun Jiandong of Huaxia Department has a soft spot for banks.
Wang Yawei, Manager of Huaxia Market and Huaxia Strategic Fund:
Due to the unsatisfactory stock market in the third quarter, Wang Yawei adjusted the attack and defense of the fund he was in charge of. The large position of Huaxia increased from 85.4 1% to 89.28%, while the strategic position of Huaxia decreased from 75.3% to 68.64%, a decrease of 6.66%. Wang Yawei clearly showed its preference for pharmaceutical stocks, and increased its positions in pharmaceutical and biological products to 12.66%, an increase of 10.7 1 percentage point compared with last quarter. Another Chinese strategy selection in charge of it also increased its holdings in the pharmaceutical and biological products industries by a large proportion. Judging from the shareholding situation, among the 10 stocks of the two funds before the third quarterly report, there are 7 stocks of Yang Guoxinneng (600348), Zhongheng Group (600252), Pien Tze Huang, China Construction Bank, Chongqing Development, China Unicom (600050) and Sinoma International.
Sun Jiandong, manager of Huaxia Fuxing and Huaxia Bonus Fund:
Sun Jiandong manages two funds, Huaxia Renaissance and Huaxia Dividend. In the first three quarters of this year, Huaxia Renaissance has been in the first echelon and is the best performing fund in the Huaxia Department. Sun Jiandong put forward a reverse investment strategy in the quarterly report, proposing to make money from trend investors. He believes that in the future, the macro policy will transition to the position of "camera choice" and the stock investment strategy will also transition to reverse investment.
Wang Weidong, Manager of Xinhua Preferred Growth Fund:
The fund is also the champion of long-distance running in the first three quarters of this year. Wang Weidong has 16 years experience. However, Xinhua's preferred growth in the third quarter only increased by 2.66%. It has not been squeezed out of the top ten of this year's fund performance list, which stems from the solid foundation in the first and second quarters. In the third quarterly report, Wang Weidong frankly underestimated the rapid decline of the market in August, and the adjustment was not strong enough. Regarding the market outlook, Wang Weidong is optimistic that with the improvement of corporate profits in the fourth quarter, the market will regain its upward momentum, and the investment strategy will change from defensive to offensive, so as to prepare for the cross-year market.
Wang Xiaoming, Manager of Xingye Trend Fund:
Wang Xiaoming is an old star, and the growth rate of the industry trend fund he manages exceeds 500%; Five of his top ten positions are new faces and his investment strategy tends to be defensive. Vanke A(000002), China Railway (60 1390), Industrial and Commercial Bank of China (60 1398), baoshan iron & steel (6000 19) and China Unicom among the top ten heavyweight stocks in the second quarter were abandoned, and ZTE (00000) was newly added. (Beijing Daily Messenger)
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The 2nd floor of Bengbu City, Anhui Province was released on 2009-11-0221:30.
Is Wang Yawei your ancestor? What are you promoting? His stock has reached its peak, and there is no way to fool retail investors into taking over! ! ! ! ! !
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2009- 1 1-03 06:29 released by netizens on the third floor of the financial department of Zhanjiang City, Guangdong Province.
Why is Wang Yawei so "anxious" recently? Is there a problem with the capital chain? Before the collapse of Southern Securities, there was a similar situation. They exaggerate their abilities and are eager to recover their losses in a short time. As a result, they suffered a huge loss of10 billion yuan. As a result, the strength of China may not be as good as that of Southern Securities. If Wang Yawei continues to go against the trend in this way, Huaxia Fund may really be running out of time, and its citizens still need to pay more attention. -True "trust" in sending messages
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On the 4th floor of Huangshan City, Anhui Province, users posted 2009- 1 1-25 05:54.
No performance. Why is it so high? You have more money.
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2009- 12-07 16:25 released by netizens on the 5th floor of Ningbo, Zhejiang.
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