Hello friends, this article has prepared 4 important news for you, covering industry trends, individual stock conditions and practical trading reference methods. Let’s take a look.
1. Introduction to Important News
- Tencent has joined forces with PayPal and other parties to launch an inbound payment convenience upgrade. U.S. PayPal users can directly make purchases at domestic WeChat payment merchants, and more areas will be covered in the future.
- The dispute over the control of Tuori Xinneng’s actual controlling family has eased. The founder has stated that he will retain his daughter’s seat on the board of directors, and all parties are negotiating to re-sign the concerted action agreement.
- Three board proposals of Hanshang Group were opposed by three state-owned directors, involving financial assistance and guarantee issues related to the transfer of control after the subsidiary’s capital increase.
- See the truth of current transactions from a quantitative perspective.
2. Hot Spots
1. This cross-border payment upgrade can be said to be very practical. In the future, foreign tourists will not need to download a new APP or bind a new card when traveling in China. They can use their usual PayPal to scan the WeChat payment code to pay. Even the payment codes of small vendors in third- and fourth-tier cities and counties can be recognized normally, and departure tax refunds can be credited in seconds, which is equivalent to completely opening up the entire closed payment loop for inbound consumption.
Not only does it facilitate inbound tourists, it is also a real benefit to the domestic consumer market. The smoother payment process will naturally drive more consumer willingness.
2.
The Tuori Xinneng family control dispute that previously attracted market attention has now shown signs of easing. As the patriarch, the founder took the initiative to retain his daughter’s board seat and made it clear that internal conflicts should not affect the company’s operations.
All parties are currently negotiating to re-sign the concerted action agreement. The company also publicly responded that the current overall operations are stable. Although there were periodic losses last year due to the overall adjustment of the photovoltaic industry, it has maintained positive operating cash flow for 12 consecutive years and has adequate risk resistance. There is still good room for development after the subsequent industry adjustment is completed.
3. The disagreements on the board of directors of Hanshang Group this time mainly stem from the capital increase of the subsidiary. After the capital increase, investors with a state-owned background obtained controlling rights in the subsidiary, and the shareholding ratio of the listed company decreased. Three directors with a state-owned background were worried that the original loans and guarantees would not be released simultaneously, which would increase the financial burden of the listed company, so they voted against it.
The company’s secretary of the board of directors also publicly responded that there was no real conflict between the two parties, but their stances and perspectives on the issue were different, and further negotiations would be conducted to come up with a more secure plan.
3. Quantitative skills
Information creates value, and quantitative discovery of the truth.
If you think stock trading is difficult, it must be because you haven’t found the right general direction. In fact, stock trading is not that complicated. Just find the right core logic. This core logic is: see the industry trends through news, and see the real situation behind the transaction through quantitative big data. For so many years of trading, I have always relied on quantitative data to assist judgment. It just so happens that big data combined with news complements each other and is very useful for reference, so I share it with everyone.
1. A common problem encountered by many friends now is that they blindly follow good news when they see it. As a result, they find that some stocks in the same sector have eye-catching trends, while others rise for a few days and then fall back. There is no pattern at all.
2. The reason for this problem is also very simple, that is, everyone only looks at the superficial good news and performance data, and does not see the willingness of big funds to participate behind the scenes. For the same good news, some stocks have big funds actively participating, while others do not, and the trends are naturally very different.
3. For example, in the previous big financial market, for some stocks, the “institutional inventory” data continued to be active several months before the market started, indicating that big funds had already begun to actively participate, and the subsequent natural trend was eye-catching.
4. Looking at the previous price increases of vitamins, we can see that the same stocks have benefited. Some stocks had “institutional stocks” except for the first few days of the increase, but they have disappeared since then, indicating that the willingness of big funds to participate is very low, and the subsequent trend will naturally be weak.
5. So when we watch the news, don’t just focus on the good and the bad, but combine it with quantitative data to see the participation of big funds, so that we can have a better understanding.
I hope that the tips shared today can inspire everyone. In the next issue, we will continue to help you sort out key news and common reference ideas in trading.
Finally, I would like to thank the platform for its support, and thank all new and old fans for their support.
I would also like to express my opinion here. The important news guide series will always be updated on time. If you think the content is helpful to you, please like and follow it.
You like it, and I work, sorting out all kinds of really useful news for you every day.
