A few days ago, he chatted with a familiar friend and suddenly mentioned a past event, which was the 2014 arbitrage Dalian Heavy Industry. He was very interested and said it was necessary to write it out and let everyone take a look.
1: Take less current specific stocks, only mention the logical analysis of previous stocks
In fact, I don’t want to say too much. If I talk about the past too much, I will say that you, an old guy, can think about it if you don’t brag.
and success cannot be copied, if arbitrage is considered successful.
Nike's founder, Phil Nike, once said: Those who have the desire to succeed, whether they win or fail, will say: Let's do it again!
Results Some time ago, I saw a stock friend leave a message saying that the ST stock you wrote was all at a high level . Why don’t you say it at the bottom?
Then I will say one, ST Da Ji, 0.89 yuan, A shares has the lowest face value and the lowest vote.
and used the title party style, and arbitrage of 10 points in 7 days. Do you dare to catch it? When I was writing the article, the stock price of was 0.89 yuan. I told you that you can arbitrage of 10 points in 7 trading days.
arbitrage logic is to continue to be less than 1 yuan. If it reaches 20 consecutive trading days, it will trigger the delisting of the face value in the Listing Rules. The restructuring party behind
is Supply and Marketing Group , state-owned assets, the state will will not fail to delist.
took several hours to write this article. When I was writing it, I thought to myself that this article will be scolded again.
This is the link to the article at that time:
Smart people who understand it in their hearts also complain.
Results, the ticket at the bottom tells you, may I ask you that you have made money, I probably didn’t dare to buy it.
After earning 10 points, he wrote another article:
However, the arbitrage opportunity of 10 points at that time existed objectively.
The so-called leek is because people can never make money beyond their cognition.
So, the existence of leeks is for the harvest of sickles.
2: Why don’t you mention it again? It’s useless to tell you
So why don’t I tell you directly what to buy? First, stock recommendations are illegal, and black mouth and banning votes everywhere.
You won’t give me any money when you make money, and you will scold me if you lose money.
I am a crazy person. Let me tell you, doing such a thankless thing.
Second, it is useless to tell.
includes the family around me, parents and mother-in-law, both stock trading, but they have never obtained information from me and made money.
Why? Is it because I don't give information?
is not, I gave it to them, and I analyzed it and immediately told them the results of the analysis, what price is in, what price is out, how long is it held, and what logic is.
The result is either a small loss or a small profit or a small profit or a dare not buy it.
In February this year, when I returned to my hometown, I couldn't help but tell my father the logic of ST National Medical Science. He was obedient and entered immediately. However, after a few days, I asked him again and said that it was sold for 7.51 yuan and 7.64 yuan.
says why, I am afraid of falling. Just put the bag immediately to ensure security. I won’t talk about the price in July next. After
, I won’t tell anyone, because it’s useless to tell, without logic or principles. I will fall down after riding on the back of a cow, and I don’t have the skills. As a result, you may also suffer a fall.
After all, if you get it in April, the stock price of ST Guoyi will still fall to more than 6 yuan.
Last night, my mother-in-law also asked me and said that I saw the ST movie that I once told Lianlian hit the daily limit , what is the next one? I refused
, and it was useless to say it. If there is no logic and principle, copying homework is likely to lose money.
And the risk of ST stocks is greater than that of other stocks. What if black swan flew over and gray rhino ran over?
And there is nothing 100% guaranteed in the world.
3: How to solve it? Ordinary people can only change their destiny through learning and independent thinking
Because of this market, if you do not have your own independent logic and principles, then you are the object of harvest, because even if you copy homework, you may copy it wrong.
Learning and thinking independently are the opportunities for you to change yourself.
Why is an opportunity? Because learning and independent thinking also depend on luck.
If you don’t have luck and can’t catch up with the market opportunity, or when the opportunity comes, you don’t have the ability to seize it.
also depends on the general trend,
Just like if you participated in the National Army in 1948, no matter how you love studying and thinking independently, it will be useless.
inevitably leads to the fate of being wiped out for 49 years.
Because the general trend is in front of you, the personal power is too small, you can only follow the trend and not move against the trend.
was off topic as he said that, so let’s continue to talk about today’s topic. What’s the matter with arbitrage in Dalian Heavy Industry in 2014?
At that time, I remember that in 2014, ST Zinc Industry was suspended from trading and was locked up for more than a year. There was no news. I was bored every day and read the announcement. I hope I could see the news that ST Zinc Industry resumed trading .
resulted in an announcement on June 24, 2014, which attracted attention.
is Dalian Heavy Industry's restructuring and acquired its own assets in 2012 and 2013. At that time, it had a performance commitment. If it could not be achieved, it would repurchase shares or give away shares without ex-rights.
Moreover, at that time, the performance commitment failed to meet the standards and the repurchase shareholders' meeting failed to pass, so the right would be exempted from the shares. 8.2 shares will be given away for 10 shares.
What else is there to say? Negate the repurchase of major shareholders. This is a post posted on a post bar at that time, calling on everyone to deny the repurchase of major shareholders. What about the final result of
? Small and medium shareholders who participated in the voting at the shareholders' meeting denied the proposal for the major shareholder's repurchase with 97.49% of the votes, which turned out to be given away 8.2 shares for every 10 shares.
is very simple afterwards. It took a week to calculate the income. I didn’t learn mathematics well when I was a child. Then the gift of equity is very brain-burning.
0 At the beginning of July, I finally calculated that this arbitrage is worth doing. There were two problems at that time. One was that the stock price was already high, so whether to follow it. The other was that ST Zinc Industry did not resume trading and there was no money in its account.
The issue of high stock price was considered like this at that time. There were still a few days to reach the equity registration date. As the date approached, there would be a bribery market.
and the account has no money, so I just raised funds. At that time, I really looked at this money and couldn’t make it in my pocket. It was too uncomfortable and too young.
If I were now, I would not have done this. After all, if the emotional impact was strong at that time, and there were a few hitting the limit and , the liquidation would come to you.
In July 2014, financing entered the high, and received bonus shares on July 25, and resumed trading on July 28. Because there is no ex-right for bonus shares this time, it means that whoever runs faster will make the profit higher.
Because everyone wants to make a profit and put it in a profitable way, they start to trample on the shipment.
During that time, before opened , the price of the limit down was full of orders, and I felt uneasy, like a seesaw, and I was in dire straits every day.
Because it is a financing plate, it feels completely different from your own money. Every day, my mood declines with the limit down. It seems like he has fallen into the eighteen levels of hell.
This is a thrilling thing!
7-28 18.90-17.01 limit down
7-29 17.01-15.31 limit down
7-30 15.31-13.78 limit down
7-31 13.78-12.40 limit down
8-11.16-11.99 limit down
finally opened and left the sixth limit down. I felt relieved. If there were 3 limit down, I would lose without making a profit.
has 28 points to be put into the pocket, plus financing leverage, and it should make a profit of about 57% per month.
Then we talk about why Dalian Heavy Industry's arbitrage was successful by luck.
Because for arbitrage, performance commitment compensation is an important low-risk arbitrage method. Of course, there are many other ways to make arbitrage, such as convertible bonds that are below the par value, mergers and absorb shares, tenders, shadow stocks for IPOs, performance commitment compensation, etc.
So what is arbitrage?
The essence of arbitrage is to find the difference between price and value, and the core is to calculate low-risk returns.
value and price, there is a classic dog walking theory:
The relationship between value and price is like the relationship between a person and a dog when walking a dog.
price is sometimes higher than value and sometimes lower than value.
But sooner or later it will return to value. Just like when walking a dog, the dog sometimes runs in front of a person and sometimes runs behind a person, but generally it is not too far away from the person. Because the owner has a rope in his hand and is holding the dog.
Just as the fluctuations in stock prices are much greater than the fluctuations in fundamental .
Trend investors like to chase dogs (price), and most retail investors are behaving.
Value investors like to intervene when the dog follows the person (value), wait patiently for the dog to get energetic and run back to the owner.
Sometimes, the dog runs far behind, far away from the owner and the long time, will exceed the range you can tolerate, and even make you wonder if the rope is broken.
In fact, the leash that leads the dog is sometimes longer than you think, but it never breaks.
At that time, Dalian Heavy Industry was the dog that ran behind the owner. What we had to do was wait patiently for the dog, run back to the owner from behind, and even continue to run to the front of the owner.
reiterate again that the author of this article is not very good and has a thick-skinned face. Currently, they are not involved in any stock investment. But the only valuable thing is real and objective.
This article does not constitute any investment advice. The data in this article may have errors and are only information sharing. "ST Stock Restructuring" and the author shall not bear any responsibility for any losses caused by citations of data or investment behaviors caused by this article.
I am a Fei coach, non-expert, non-scholar, non-teacher, and I have a little understanding of ST stocks in the middle.
I will step on a pitfall, and share your experience with your middle-aged boy!
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