Another stock has gone crazy.
Today Dongxu Optoelectronics issued an announcement: The first phase of 2016 medium-term notes should be paid on November 17, 2019. Due to tight liquidity, the company was unable to raise sufficient repayment funds as agreed, "16 Dongxu Optoelectronics MTN001B" Unable to repay the interest on the full amount due. Translated, it means that the debt I borrowed before has no money to pay back .
Dongxu Optoelectronics and Dongxu Lantian both chose to temporarily suspend trading for refuge this morning, but they will inevitably fall sharply after the resumption of trading. It depends on whether there are any revelations or clarifications during the suspension period.
New investors may not know much about Dongxu Optoelectronics . This stock once had a market value of hundreds of billions. When graphene was speculated in 2016, the speculation was very high. The company timely launched a product called "Rare King", which is actually a The power bank is not as easy to use as the ordinary power bank. Later, the hype boom ended, funds were withdrawn, and the stock price also fell. The stock price fell by more than 70% at its highest point.
According to the financial report data of Dongxu Optoelectronics , the company's book cash in the third quarter was 18.3 billion. It stands to reason that the debt of 1.8 billion cannot be repaid, so the money must be gone. The better situation is that it was illegally occupied by major shareholders. The worst-case scenario is financial fraud, and the 18.3 billion does not exist at all. At the beginning of this year, Kangdexin also defaulted on its bonds. Later, it was found that it had financial fraud and was ST. Then its performance was traced back and it was calculated that it had suffered losses in the past four years. Its stock price had fallen to the ground and was on the verge of delisting.
I don’t know if there are any fans who like Dongxu Optoelectronics , but I hope not. In fact, in May this year, the Shenzhen Stock Exchange asked Dongxu Optoelectronics , saying that if you have more than 10 billion in cash on your account, why do you need to borrow 20 billion in debt (of which 10 billion is interest-bearing debt). Can you explain? Is the reason for borrowing money? Later, Dongxu Optoelectronics responded to the inquiry letter and resolved the problem. Even the Shenzhen Stock Exchange can get away with it, let alone us Xiaosan.
The analysis of financial reports of listed companies is very complex, and it cannot be judged to have thunderstorm risks based on abnormal data in one or two items. I still repeat that sentence, white horse stocks will always be A shares the most worthy category of stocks for retail investors.
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continues to talk about the market.
Today, the market exceeded expectations. The Shanghai Stock Exchange Index rose 0.85%, and the GEM index rose 2.77%. I don’t know why there is a sudden surge today. In the morning, there was news about private equity position of 52%, setting a new low for the year. Today, foreign investors bought nearly 4 billion . These two funds should be the main long positions today. strength.
has risen too much today. Let’s see if the index can hold tomorrow. I don’t know what to do now. In terms of the
sector, the game sector exploded today. Dinglong Culture, Shengtian Network, Ren Zixing, Hot Money, Network, etc., have reached more than ten or twenty limits, which is considered the first large-scale hot spot after the blockchain. I didn't see any news on the
news page. The game sector has soared so much. I guess one reason is that Tencent Holdings in the Hong Kong stock market has risen by 5% in two days, and the other is cloud games. If I remember correctly, the last time Huawei launched VR glasses, game content providers also left. In the
4G era, due to bandwidth constraints, large-scale online games were stored locally. Now with 5G, the network speed has been improved, and VR games are finally possible. However, it is not realistic for a family to buy a VR console, so the following The development direction of VR must be cloud gaming. By deploying computing power on the cloud, a family can just buy one VR glasses. After the price comes down, the popularity will be very fast. So speculating on games is not just speculating on games, but cloud computing + 5G + VR + games.
Of course, these are things for later. 5G has not yet become popular, and cloud games are also castles in the air. However, funds like this hazy feeling, which is better than direct news stimulation such as blockchain.
There are also pharmaceutical stocks that have risen sharply today, such as AIER Ophthalmology, Wowu Biotech, Kangtai Biotech, Kailan , Changchun High-tech, etc., all of which are accelerating to new highs, and the slopes are getting steeper.In pharmaceutical stocks, especially innovative drugs, there have been many big bull stocks recently this year, such as Hengrui Pharmaceuticals, the leader in innovative drugs, Changchun High-tech, the leader in biovaccines, Tigermed, the leader in clinical CRO, etc. Institutions also invested heavily in pharmaceutical stocks in the third quarter. .
Then there is the new energy vehicle sector, which has always been in trouble. Ningde rarely rose by 5%. There has been debate about the timing of the reversal of the new energy industry, which basically revolves around topics such as battery energy density, the decline of industry subsidies, and the oppression of foreign major manufacturers. However, it is undeniable that the A-share new energy vehicle sector has Changes are indeed becoming more frequent. I have analyzed this sector many times before. I think if everyone takes a long-term view, pays attention to the development plan of new energy vehicles, pays attention to the electrification of global mainstream car manufacturers, and pays attention to the state's support for new energy car companies, then support There will also be less entanglement when buying stocks.
Let’s take a look at a few more messages.
1. The central bank held a symposium on the analysis of the currency and credit situation of financial institutions to study the current currency and credit situation and deploy the next step of currency and credit work.
I read the full text, and it probably means that the downward pressure on the economy is still great, and countercyclical adjustments should continue to be strengthened to enhance the support of credit to the real economy. Translated, the partial water release will not stop and continue to guide market interest rates downward, which is good news.
2, Zheshang Bank: 13.42 million new shares were abandoned, and the amount of abandoned purchases exceeded 66 million yuan.
The market is overly worried about Zheshang Bank's break. I feel that even if the price limit cannot be sealed on the first day, the possibility of a break immediately is very slim. It would be a pity to abandon the purchase.
3, CITIC Securities : A shares are expected to usher in a "well-off market" in 2-3 years.
The economy will always be the most difficult this year, and the stock market will always be the best next year. 2019 Fuxing cattle, 2020 well-off cattle, 2021 hot pot fat cattle, stock trading is so fun, I want to top up money~~~
4, Zhangzidao responded to the Shenzhen Stock Exchange’s letter of concern: there is no financial bath to reduce the scallop breeding area.
I didn’t go to Zhangzi Island to count scallops in the sea, so whatever the listed companies say is what it says, and I definitely won’t touch it anyway.
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In terms of operation, continue to lie down, eating meat today depends entirely on Ningde era . Awesome.
Bonus at the end of the article:
Two weeks ago, I asked a friend to help me compile a list of the eight most influential hot money trading techniques in A-shares, including Happy Coast, Foshan Shadowless Foot, Jintian Road, Little Crocodile, etc. The information is now available After sorting it out, if you search the gongzhong account "Mingshuo A shares" and reply "hot money", you can get the trading techniques of all eight major hot money.
[The above content only represents personal investment advice and does not constitute a basis for buying or selling. The stock market is risky, so investment needs to be cautious! 】
This article is from Mingshuo A shares
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