This A-share has been targeted by Wall Street tycoons as Jordan, a US hedge fund

category:Finance
 This A-share has been targeted by Wall Street tycoons as Jordan, a US hedge fund


Wall Street bigwigs are eyeing 10 times big bull stocks of a shares

On October 30, Jianlang hardware, a Guangdong enterprise engaged in construction hardware industry, organized a telephone conference with 24 institutional investors. According to the information disclosed by Jianlang hardware, the relevant persons named point 72 asset management were included in the transfer on the same day. Behind this commonplace name is the family office of Wall Street magnate Steve Cohen. Steve Cohen is the prototype of American TV series billions. He is praised as Michael Jordan in hedge fund industry by American media, and can be called a famous figure on Wall Street.

Although 72 oclock has not set up an office in mainland China, it is understood that it has already set up an office in Hong Kong. From January 1, 2019 to October 30, 2020, Jianlang hardware increased by 1198.38%. According to wind data, in November, the company turned its attention to Huichuan technology and meinian health, and 72 asset management figures appeared in the list of institutions investigating the two companies.

Stock price trend of Jianlang hardware

Source: wind

He believes that the shift has already taken place in May 2020. According to the index review results released by MSCI on May 13, Jianlang hardware was newly included in the MSCI China A-share onshore index. Although there is not much overseas funds to track the onshore index directly, this move of MSCI has been caught by some foreign institutions.

Yin Jianzhong found that after May, the scale of foreign investment research groups organized by overseas investment banks became larger and larger, and more and more institutions participated. According to choice data, on November 4, Jianlang hardware received surveys from 11 institutions, including international investment bank Goldman Sachs, well-known Asian hedge funds, and European well-known hedge funds.

Since the beginning of this year, Fuda international stock market

According to Fuda international, there have been hundreds of investigations on A-share listed companies this year. Compared with last year, the number of events increased significantly. On the one hand, the company has increased the number of A-share analysts, on the other hand, the number of research fields participated by individual analysts has also increased significantly.

A-share companies investigated by some foreign institutions since November

According to a person from the Investor Relations Department of a growing TMT listed company, foreign institutions generally pay close attention to the companys financial quality, including the companys assets and liabilities, cash flow, etc., and some will ask very detailed questions, such as the statistical caliber of the companys financial data.

It is understood that this year, the companys northbound capital shareholding ratio has doubled. The companys secretary thinks it is necessary to put the response to foreign investment research on the agenda, because long-term capital is helpful to the development of the company.

More and more foreign research on a shares is just a microcosm. With the opening of asset management market in China, foreign investment in A-share market is becoming more and more convenient. In order to make money, we must enhance our research ability.

In addition, the optimistic view of foreign institutions on A-share in 2021 may also explain the recent hot of foreign A-share research. Mike Shiao, chief investment officer of Jingshun investment Asia (excluding Japan), recently expressed his opinion that Chinas stock market will usher in a bumper year in 2021. Chinas economy continues to recover, and consumers play a key role in promoting economic recovery. The dual cycle helps China build a strong domestic market and open up to the outside world. Investors are expected to increase the structural allocation of Chinese stocks in view of Chinas market growth expectations, rising importance of the index and wider investment scope. With the increasing scale of Chinas market and more and more broad opportunities, more and more investors will focus on China. Editor: Li Ruoyu Wang Zhuying source: China Securities Journal Author: Wu JUANJUAN responsible editor: Zhong Qiming_ NF5619

In addition, the optimistic view of foreign institutions on A-share in 2021 may also explain the recent hot of foreign A-share research.

Mike Shiao, chief investment officer of Jingshun investment Asia (excluding Japan), recently expressed his opinion that Chinas stock market will usher in a bumper year in 2021. Chinas economy continues to recover, and consumers play a key role in promoting economic recovery. The dual cycle helps China build a strong domestic market and open up to the outside world. Investors are expected to increase the structural allocation of Chinese stocks in view of Chinas market growth expectations, rising importance of the index and wider investment scope. With the increasing scale of Chinas market and more and more broad opportunities, more and more investors will focus on China.

Editor: Li Ruoyu, Wang Zhuying