92 companies in the layout of position transfer through large volume transactions? 227 transactions this week

category:Finance
 92 companies in the layout of position transfer through large volume transactions? 227 transactions this week


Generally speaking, the discount transaction is the most common, and the discount is generally regarded as the compensation for the liquidity of the bidder; although the premium transaction is rare, it also happens occasionally, which represents that the buyer of the bulk transaction is willing to pay a higher cost than the market price to obtain the shares, or that it thinks the current stock price is undervalued, or that it urgently needs to obtain the shares.

Statistics show that since this week, the cumulative volume of bulk trading in Shanghai and Shenzhen has reached 6.59 billion yuan, with an average discount rate of 9.41%. Among them, the premium transaction amount is 166.7135 million yuan, the transaction proportion is 2.53%, the discount transaction amount is 6.113 billion yuan, and the discount transaction proportion is 92.81%.

Specifically, there are 27 premium or parity transactions. Among them, 8 transactions involving 4 companies were purchased by institutions at a premium. The highest premium rate of Dells shares is 11.11%, with a turnover of 12.4266 million yuan. Three companies, including Jiangyin bank, China Taibao and Zhuolang intelligent, were also bought at a premium.

In this regard, analysts said that one of the major characteristics of the bulk trading market is that large funds complete the sucking at one go, and if combined with conditions such as large premium, investment certainty will be stronger. This means that the buyer of block trading is still willing to buy at a premium when they can gradually buy through the secondary market or buy at a discount through block trading, which shows that the buyer is very optimistic about the future performance of relevant stocks.

Block trading has become a channel for capital layout to warm up the market, especially to enjoy a certain discount. Its a good choice to use batch configuration of block trading. Of course, short-term trading gains can also be obtained through block trading. There is a public fund manager said.

According to further analysis, on the one hand, public funds and securities companies asset management are supposed to build positions to buy stocks, but it is not a problem to buy stocks in a favorable range through the discount advantage of block trading, reduce the cost of building positions, and hold them for more than half a year; on the other hand, it is easy to get 10% to 15% profits by using block trading to exchange positions. At present, most of the domestic large-scale transactions in the lock-in period are public funds, securities companies and other institutions. The ability of fixed increase investment and stock research become the basic ability to do bulk trading investment well. For investment opportunities in the future, most fund companies have said that a shares still have investment value in the medium and long term, and investors do not need to be pessimistic about the future. According to China Southern Fund, the allocation of resident funds, institutional funds and overseas funds to A-share is a long-term trend, and the inflow of incremental funds brings fresh water to A-share. At the same time, Tianhong Fund believes that the core assets are not so-called gusts of wind, but the long-term main line of A-share investment. The core assets are not only limited to food and beverage and pharmaceutical biology, but also include high-quality enterprises in various industries. There will also be a systematic revaluation of Chinas core assets against overseas leading companies. Source: responsible editor of Securities Daily: Yang qian_nf4425

According to further analysis, on the one hand, public funds and securities companies asset management are supposed to build positions to buy stocks, but it is not a problem to buy stocks in a favorable range through the discount advantage of block trading, reduce the cost of building positions, and hold them for more than half a year; on the other hand, it is easy to get 10% to 15% profits by using block trading to exchange positions. At present, most of the domestic large-scale transactions in the lock-in period are public funds, securities companies and other institutions. The ability of fixed increase investment and stock research become the basic ability to do bulk trading investment well.

For investment opportunities in the future, most fund companies have said that a shares still have investment value in the medium and long term, and investors do not need to be pessimistic about the future.

According to China Southern Fund, the allocation of resident funds, institutional funds and overseas funds to A-share is a long-term trend, and the inflow of incremental funds brings fresh water to A-share.

At the same time, Tianhong Fund believes that the core assets are not so-called gusts of wind, but the long-term main line of A-share investment. The core assets are not only limited to food and beverage and pharmaceutical biology, but also include high-quality enterprises in various industries. There will also be a systematic revaluation of Chinas core assets against overseas leading companies.