Capital hunting:AStocks falling below10Billion, do we still need to go down - Deng Xiaochen

Maintaining a calm mind is a huge challenge. Investment is a long-term process, and maintaining a calm mindset in a short period of time is far from enough. What's important is persistence.

AThe stock shell price has already fallen to10a hundred million along withIPONormalization of distribution speed (basically every week5-10Home,AThe stock shell price varies from2016Exceeding at the beginning of the year20Yiyi has already fallen by half. According to multiple market insiders, the psychological price range of sellers who plan to sell shells has recently dropped to10Billions, some even lower.

Daily stock market analysis, preferred stock recommendation, can follow the public "Zhong" number [Deng Xiaochen]

The business of stir frying shells is becoming increasingly difficult to do, and even the tycoon Zhongzhi Group, who excels in capital operations, has taken advantage of the hard won Meier Ya 600107,Controlling shares, with15Sold at a price of one billion yuan24A young man named Song Eddie. This price includes5A debt of billions. Considering the stock price premium, the shell price is lower than10Billions.

And the Ningbo boss Zheng Yonggang, who specializes in stir frying shells, has recently also2last year6Jiangquan Industry, bought by billions（600212）The shell of the10.6It was sold to a company in Shenzhen for a price of one billion yuan.

These two recent transactions indicate that capital giants are all exiting the shell market, and the exit prices are not too high now.

The supply of shells continues to rise Continuous decline in demand

We have talked about it so farIPOThe issuance of so many marks the marketAThere are more and more listed companies. The best way for companies with assets, profits, and competitiveness now is to choose to go their own wayIPO. The investment bank has currently revealed that the issuance of the ChiNext board has been delayed from the submission of materials to the meeting1For many companies, this time is already worth queuing up, why spend a lot of money to buy a shell?

High quality assets with standardized operations are no longer willing to buy shells, while the supply of shells continues to increase.

According to statistics,2013Year by yearSTThe individual stocks include23Home, to2016Year, bySTThe individual stocks reached58Home. and2017Since the beginning of the year, I have beenSTThe individual stocks have reached53Home, equaled the whole year of last year.

AMany companies have poor performance and high debt ratios, and these companies cannot be saved by themselves. They will all turn into shells. Now it can be sold, and it's already considered good to be able to sell for over a billion. Wait until2In the new year, even if you want to sell shells, you may not necessarily find a good buyer.

Appreciate the trend of Xintai's retreat:

When investing, the most taboo things are hesitation and emotion. If you happen to have both, then I also advise you to withdraw from the investment path as soon as possible. Teaching people to fish is better than teaching them to fish. Xiaochen hopes that what you learn from me is not obedience, but thinking.

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The above content is for reference only. Investment carries risks, and caution is required when entering the market. If the operation of hedging and locking orders is not ideal, please communicate with me.

Author: Deng Xiaochen