An Expert Is actually By My Side

Chapter 132: A true prophet?

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"Grass!!!"

A loud swear word resounded through the empty apartment.

Staring at the computer screen, looking at the pork futures price that was pulling upwards like an antenna, Gou Qiaozhong's eyes were bloodshot, his blood surged all over his body, and he almost sprayed a mouthful of blood on the screen.

About half a month ago at the dinner party, he received a call from Lin Jun and heard that this junior brother had bought 20,000 pigs. At that time, all the big guys at the wine table laughed and joked that if they did a reverse operation, they might make a lot of money.

Although it was just a joke, no one took it seriously at the time, but after he sobered up, Gou Qiaozhong was moved.

The import and export data for October are there. No matter how you look at the future, pork prices are bound to fall.

So, sensing a business opportunity, he immediately thought about it, took out all the 200,000 savings he had saved over the past few years, doubled his leverage, and started shorting pork futures.

Sure enough, the market verified his guess!

In just half a month, the market price of pork dropped from 10 yuan to 7 yuan. The price in the futures market even plunged again after going sideways at a low level. With his futures account full of short orders, the floating profit directly Breaking a hundred.

The break-a-hundred here is not a hundred dollars, but a hundred points!

400,000 instantly turned into 800,000. After excluding the leverage and interest of 200,000, his assets tripled from the initial deposit of 200,000! And all this took less than a week!

In those days, he felt as if he had reached the pinnacle of his life. He wished he could buy two cups of soy milk for breakfast, drink one cup and throw another cup away. There was wind in the soles of his shoes when he walked, and from time to time he would take steps that made him disown his relatives.

Unfortunately, however, the good times did not last long.

Starting a week ago, the price of pork and live pig futures markets suddenly changed from a unilateral decline to a sideways fluctuation. Finally, it increased by 10 points without warning during the session, and then stopped at a high level. The short sellers were caught off guard.

After losing tens of thousands in an instant, Gou Qiaozhong was of course not willing to just cut his flesh and leave the scene.

His rich investment experience told him that this kind of bottom volume increase without warning is mostly a technical rebound caused by oversoldness, and it will soon hit a new low after the increase in volume.

Therefore, without realizing that the risk was approaching, he immediately raised additional funds and added tens of thousands of short orders.

Then…

He was completely taught how to be a human being by the market.

Prices rose for three days in a row, leaving short sellers in the dark. Three days later, the epidemic on the West Coast of North America broke out, which directly doubled the price of Xiaguo pork and live pig futures and directly wiped out hundreds of thousands of short accounts. Buried alive.

Gou Qiaozhong's account is also one of these hundreds of thousands of accounts.

Although he is not the most miserable, this doubled leverage is enough for him to drink a pot.

Because the news happened so suddenly, he didn't even have time to close his position and stop the loss. He was directly pressed to the ceiling and his position was liquidated, and his account balance became a negative number.

Not only did he lose all his 200,000 yuan in savings, but he also owed nearly 50,000 yuan to the securities company for leverage, forcing him to borrow money here and there to fill the hole.

actually…

He has a chance to leave the market with his principal.

But human nature is often greedy.

When you make money, you want to make more. When you lose money, you always feel that you can make it back. It wasn't until the price of pork in the vegetable market rose to more than 10 yuan that he finally woke up.

But by then, it was too late.

The panic selling triggered when the news was fully announced made him unable to find a counterparty to close his position. He watched as his long-sold comrades went up all the way and their short-sellers liquidated their positions one after another.

Not to mention a little leek like him, even a big boss he and his mentor met at a dinner party last time was said to have suffered heavy losses, and the company's capital chain was almost broken.

The past few days have been like a dream. Gou Qiaozhong feels as if he has aged more than ten years overnight, and he can vaguely see a few strands of white hair in the mirror.

This is his savings over the past six years!

Among them are those earned from part-time jobs, money from mentors, and 50,000 earned from cheating juniors...

And now, it's all gone.

Staring at the screen in despair, he suddenly remembered the 20,000 pigs that his junior brother bought for Yunmeng Group.

Thinking that he had made this incident a joke at the wine table, his heart felt like a mixed bag of flavors had been thrown out of his head. The mixture of sour, sweet, bitter and spicy was not a good taste.

In fact, to be honest, Junior Brother Lin's professional level is actually very strong. He published many papers during his undergraduate period, and when he was studying for his master's degree, he was even scrambled by his tutors.

At that time, his status in the office was exactly the opposite of what it is now.

Although he is a little more capable than Lin Jun, his academic ability has always been crushed by this junior. It is precisely because of this that he has always been jealous of his junior brother, but he has not shown it particularly clearly in front of others, and it is impossible for Lin Jun, the person involved, to feel it.

Later, the incident with Xia Bei Animal Husbandry came out.

Because of the impact of that incident, Lin Jun's status in the mind of his mentor plummeted. It was only then that Gou Qiaozhong found an opportunity and stepped on him into the ground.

After all, investing is about winning rates and results. You can make your theories as wild as possible, and the data is clearly listed. If you can't show actual results, it's just empty talk.

And this is also the reason why many experienced veterans look down on fund managers.

Many fund managers who graduated from prestigious schools write beautiful research reports. However, when it comes to actual trading, they are as fierce as tigers. They can't even beat the index funds invested by fools. In the end, they may still be carrying money. The client loses everything.

In the end, his junior brother Lin may have become a little obsessed. As if he was possessed, he never published papers or wrote research reports. He completely overturned his own theory and kept numbing himself by looking for jobs. In the end, even his mentor gave up on him.

Regarding his ending, Gou Qiao Center was naturally extremely happy. In addition, during that time, he happened to make several successful investments, and his status in the mind of his mentor skyrocketed, directly replacing Lin Jun's position.

However, this thing of fate...

Sure enough, it never gets boring.

The nails penetrated deeply into the flesh, and the pain gradually caused Gou Qiaozhong's facial expression to change from numbness to distortion.

As his shoulders trembled, he punched the table hard.

"Why!"

"Why the hell is this?!"

Anger swept through every cell in his body.

At this moment, Gou Qiaozhong suddenly remembered something. He quickly grabbed the mouse and opened the folder, and pulled out the research report written by his junior brother before.

Xiabei Animal Husbandry!

The leading domestic enterprise in raising pork!

Swallowing, he opened the research report that he once scorned, and read it line by line, trying to find the answer to all this.

Finally, his eyes stopped on the last page of the research report—

[...] With the domestic demand for pork remaining stable, the surge in import volume will further reduce the gross profit margin of small and medium-sized breeding enterprises, forcing the domestic animal husbandry industry to shift from decentralization to concentration, and ultimately form a scale effect, effectively integrate social resources, and reduce Asset risk…

As a leading enterprise in the domestic animal husbandry industry, Xiabei Animal Husbandry has unique advantages in operating costs and is less sensitive to market price fluctuations. It is most likely to absorb the production materials of small and medium-sized breeding enterprises and become the ultimate driver of this industrial structural change. beneficiary.

In the short term, the impact of imported pork may have a certain impact on the net profit and gross profit margin of Xiabei Animal Husbandry. However, in the long term, the impact of imports will weaken the gross profit margin of the breeding industry and have a negative impact on the long-term prospects of leading domestic breeding companies. Development is beneficial.

Therefore, based on the evaluation of the recent four period report data, a target price rating of 100 yuan is given, corresponding to a market value of 300 billion...]

This is the research report that once made people laugh out loud!

At that time, the stock price of Xiabei Animal Husbandry was only 45 yuan, and the entire pork market was in a sluggish state. Someone actually prompted customers to buy the bottom? And it also gave a target price of 100 yuan

What is this if not a dream

But looking back now...

The outcome predicted in this research report seems to be becoming a reality. Xiabei Animal Husbandry is indeed taking the initiative to accept breeding pigs from bankrupt ranches, shouldering the social obligations of a state-owned enterprise, and doing this thing that is least favored by investors.

And swine fever…

It just speeds up the process.

Even without the plague, this company was destined to become the last hope for Xia's animal husbandry industry after completing the slow integration of resources.

Gou Qiaozhong swallowed and entered Xiabei Animal Husbandry's stock code on the web page.

Soon, the K-line chart appeared on the screen.

Compared with the stock price of 45 yuan when the research report was published, the stock price has increased by 15%, with a closing price of 51.75 yuan. Compared with the end of last month, this number has doubled directly from the bottom, showing a bullish trend...

A trace of regret flashed in his eyes, and it was only then that Gou Qiaozhong realized how excellent his junior brother's research report was, and how many mysteries were hidden in those unimportant data.

If, as this research report predicts, pork prices have bottomed out, they will reach 15 yuan or even 20 yuan within the year...

If we recalculate the valuation based on the operating data of Xiabei Animal Husbandry's first and second quarter reports, it is possible that the stock price may exceed 100!

The color on his face gradually lost, and Gou Qiaozhong seemed to have lost his soul, leaning on the chair slumped.

Now let’s see…

The shame of the master in everyone's eyes may be the real prophet!

And accepting this cruel reality was even more difficult for him to accept than the financial loss...