How do private placements generally buy stocks? Do you know which knowledge points are the most important in private placement now? The following is the private placement brought by Bian Xiao. Who can buy stocks? I hope I can help you to some extent.
Who can buy stocks in private placement?
Private equity is usually provided to qualified investors, not ordinary individual investors. According to the laws and regulations of different countries and regions, the definition of QFII may be different, but it usually includes the following types of investors:
Individual investors: Individual investors need to meet certain financial requirements, such as the minimum threshold of net assets or income. Some countries and regions will also conduct education and knowledge assessment for individual investors.
Institutional investors: including private equity funds, insurance companies, pension funds, banks, trusts and charities. These institutions usually have more funds and professional investment teams.
Ultra-high net worth person: refers to an individual with a certain wealth or asset scale, and usually requires an individual to have certain net assets or asset management experience.
How do you usually buy private equity?
The purchase of private equity is generally carried out by signing relevant investment agreements, subscription books or contracts with private equity institutions. The specific purchase process may vary by institution and region. The following is the general purchase method:
Choosing a private placement institution: Investors need to choose a suitable private placement institution and understand its investment strategy, risk management and performance.
Follow the fundraising plan: Private equity institutions usually publish fundraising plans on a regular basis, including information such as fund products, the amount of funds raised, and the duration. Investors can choose to participate according to their own needs and risk tolerance.
Investigation due diligence: Before deciding to buy private equity, investors can conduct due diligence, including evaluating the background, investment strategy, team experience and institutional governance of private equity institutions.
Investment confirmation and signing documents: According to the requirements of private equity institutions, investors need to confirm their investment and sign relevant documents and contracts, including subscription book, investment agreement or contract.
Fund transfer and investment start-up: After the investment is confirmed and the documents are signed, investors need to transfer the funds to the designated account according to the requirements of private equity institutions, and private equity institutions will start investment management.
Stocks make up their positions by time, one at a time.
The fund's cover position is not how much it has fallen. Investors can set targets to cover positions according to the situation (specific to investors). If the fund falls by 10% and begins to cover a third of the positions, then the second cover will be 10%, and so on. When the fund starts to rise, it will stop covering the position.
Covering the final cost of inventory
Generally speaking, buying after the stock price falls is called covering the position, so the falling stock price means that the cost price of the investor's account is higher than the current stock price at this time, so the cost of buying after falling is lower than that of buying before, so the cost will be reduced after covering the position. Cost price after covering positions = (total cost of first purchase+total cost of covering positions) ÷ total stocks held.
For example, an investor buys 1000 shares at the price of1000 yuan. Suppose the stock price falls to 8 yuan covering 1 0,000 shares, then the cost at this time is (10+8)÷2 = 9 yuan, in which 9 yuan does not include the handling fee. Therefore, investors do not need to calculate the cost price after covering their positions. When investors make up their positions, the system will automatically count the cost price, which is not included in the handling fee.
In addition, investors should also pay attention to the difference between adding positions and covering positions. If the cost of adding positions is higher than the cost of buying stocks for the first time, the cost will increase after adding positions.
Calculation method of stocks after covering positions
Cost price = (first purchase quantity _ purchase price+second purchase quantity _ purchase price+transaction cost)/(first purchase quantity+second purchase quantity).
The method of covering positions is mostly used in bull market or when the stock market prospect is optimistic. When the first bargain-hunting failed and the bottom form or key support level reappeared, buy the stock for the second time at a relatively low price. This can reduce the cost and price of buying stocks, and then sell all or part of the stocks after the stock price rebounds, and make up for the losses of high-level stocks with the proceeds of covering stocks.