Mu Chenhao's old friend is Su Yuting, the investment director of the nationally renowned Tianfu Fund Management Company and the fund manager of the Tianfu Stock Preferred Fund, who is known as the "Financial Wolf"!
It was quiet in her office at the moment, and the sound of typing on the keyboard seemed particularly clear and loud.
Beads of sweat were streaming down her face, falling on the document in her hand and soaking the two words in the title - value.
It was already half past two in the afternoon, and Su Yuting was staring at the monitor without blinking.
In fact, reputation also means pressure for financial practitioners. For example, in this fund today, one of the stocks with the best value has been sealed on the lower limit. The 70,000 selling orders mean that it may be difficult to open the lower limit today. .
Su Yuting tapped the keyboard a few times impatiently and aimlessly, wanting to smash the keys. Then she took off her gold-rimmed glasses and sighed deeply, "I didn't expect to fall into the hands of this thing today... "
At this moment, she suddenly received a call from Mu Chenhao. Last time, Mu Chenhao asked her to help find out who was short-selling Mu Group. Su Yuting agreed without any explanation. This time, she didn't know what kind of help Mu Chenhao needed from her.
Su Yuting's office is located on the 28th floor of the Financial Building. It overlooks all directions and looks spacious and bright. In the crowded urban environment, you can still enjoy the scenery from a distance.
Heming Park, Cuiping Lake Scenic Area, City Central Square, etc. all form a picture of mountains and waters, which indeed allows this noisy city to retain a few oases.
Usually, when taking a break after work, Su Yuting always likes to stand in front of the window and look into the distance, thinking about life and forgetting her worries.
As the investment director of Tianfu Fund Management Company, Su Yuting is only in her early thirties, and has only five or six years of experience in the securities industry since she graduated with a master's degree.
At this age, she can hold the important position of fund manager or even investment director. It must be said that she is outstanding.
Although our country's fund industry was born relatively late, and fund managers are generally occupied by young talents with high academic degrees who have received education in Western modern financial theory, the average age is still between 30 and 40 years old.
It is really rare to become a fund manager in the early 30s. To be precise, in the current fund industry, except for a few "returnees" with master's degrees who have studied abroad, there are only three or five "natives" like Su Yuting who started from scratch.
It was under such an environment that Mu Chenhao and Su Yuting met. When Mu Chenhao started his own business, he originally wanted to work with Su Yuting, but due to different directions and concepts, they eventually parted ways.
But this does not affect the relationship between them, but they are more sympathetic to each other in their respective fields.
Of course there is an element of luck involved in Su Yuting's achievements, but luck favors those with strength.
Su Yuting is the perfect combination of strength and luck. Faced with tremendous pressure, she was still able to maintain a good mood and watch the ups and downs of the stock market with a smile.
Indeed, if a fund manager is not in a good mental state to withstand the pressure around her, her investments will definitely be affected.
The ancients said, "Don't be happy with things, don't be sad with yourself." They believed that this was a transcendent state. For fund managers, "Don't be happy with things going up, and don't be sad with things going down." It's also a necessary quality for fund managers. and character.
However, in the past two days, Su Yuting did not seem to be very lucky. Although she was used to the ups and downs of the stock market, this was the first time that the fund's largest holding had dropped its limit for two consecutive trading days. This seemed to faze her. There is no time to enjoy the scenery outside the window.
"Chenhao, tell me, I'm busy, what's the matter?" Su Yuting asked, staring at the complex numbers and line charts on the screen.
"Old friend, what happened last time was all thanks to you. I don't know how to thank you enough!" Mu Chenhao said in greeting. Of course Su Yuting knew that Mu Chenhao's call was definitely not just to thank her, so she interrupted Mu Chenhao directly and said, "Okay, we are all old friends, we are fund managers, this information is easy I got it. Just tell me what happened. I've been very anxious these past two days.
, it’s also a bit annoying! "
Su Yuting is indeed quite embarrassed. This is already the second time that a heavily held stock has hit its limit. In the fund managed by Su Yuting, this stock originally only accounted for 6% of his position.
The sudden plunge yesterday afternoon caught him off guard. She immediately instructed the traders to increase their positions and buy. However, the short side seemed to be prepared. Several of the traders' large orders of 2,000 lots were easily eaten by the short side, which made the short side easily eat up. The proportion of funds holding heavy stocks has exceeded 8%!
If the position continues to increase significantly, it will hit the upper limit of 10%. As a last resort, Su Yuting stopped resisting. Having lost its resistance, this heavyweight stock ran towards the limit without hesitation. In the last half hour, there were no more surprises.
"Old friend, I know you are also very busy, but I can only ask you for this matter. After all, you are a professional!" Mu Chenhao joked.
"Now that you know I'm a professional? How come you didn't understand anything when we started the business together?"
Su Yuting also casually complained about something that happened back then. Mu Chenhao didn't take it to heart and talked to her about his plan for a long time.
After listening to Mu Chenhao's words, Su Yuting thought for a moment, and then said seriously into the phone, "Okay, happy cooperation!"
Then she hung up the phone call from Mu Chenhao. Thinking of Mu Chenhao's plan, Su Yuting, who usually prided herself on being calm and calm, felt a little overwhelmed.
After temporarily calming down, Su Yuting looked at her screen again.
The size of the Value Optimization Fund is not large, and its market value after the share-trading reform is only more than 2 billion.
The company belongs to the biopharmaceutical industry and has certain core competitiveness and independent innovation capabilities, and recently has a Class I new drug in the clinical stage.
Of course, this is not public news yet. In other words, the company is claiming that there are currently no matters that should be disclosed but have not yet been disclosed.
If a foreign listed pharmaceutical company has a new drug in clinical trials, its stock price will definitely have extraordinary performance. Although the reaction of the domestic stock market will be dull, it is natural for it to rise by at least 20 to 30%.
Su Yuting knew such inside information and naturally refused to miss it. Moreover, the company made a profit of 120 million yuan last year, and a price-to-earnings ratio of 20 times is not considered high among listed companies in the pharmaceutical industry. Another thing that attracts Su Yuting is that other funds don't pay much attention to this company. There is only one fund among the top ten shareholders, and the chips are relatively scattered.