Top Private Big Guys Holding Positions Exposure: Feng Liu'S New 7 Shares Zhao Jun Eyeing Huayu Software

What are the stars of the private sector buying?

With the announcement of the three quarterly disclosure of listed companies, the latest positions of top private equity fund managers, who have attracted much attention from market investors, are emerging.

According to the Wind data, the reporter combed the positions of famous private institutions such as freshwater springs, Gao Yi assets, Jing Lin investment and Chongyang investment. The results showed that some private placement positions in the three quarter changed significantly compared with the previous quarter. Among them, Feng Liu, known as the "folk master", entered 7 stocks in the three quarter.

However, there are also some private new stocks in the three quarter, still sticking to previous positions.

Feng Liu bag "super Bull Stock"

Feng Liu, who belonged to the "big God" class in the eyes of many old investors, joined gae Yi's assets at the end of 2015, and is now managing director of Gao Yi asset.

According to Wind data, as of the afternoon of October 30th, Feng Yu Liu managed the high hope mountain No. 1 Yuan Wang fund, which appeared in the top ten circulation shareholders of the three quarterly reports of the 21 listed companies, together with a stock market value of 6 billion 485 million yuan, which is currently the largest private product in the market with the largest market value of publicly listed companies.

From the change of positions, Feng Liu has entered 7 new stocks in the three quarter, namely lier chemistry, Hangzhou fork group, Zhongqi stock, Wanxing technology, sincerity pharmaceutical industry, long-time logistics and Xin Wanda. These 7 companies involve 6 different sub sectors, including chemical raw materials, general equipment, software and information technology, pharmaceutical manufacturing, business services, electrical machinery and so on.

The three quarterly reports of the 7 stocks are not absolutely brilliant. Among them, Hangzhou fork group, Wanxing science and technology, sincere medicine, Xin Wanda four companies in the three quarter operating income and net profit have achieved double growth year-on-year, the remaining three companies have seen a decline in revenue or profits.

Specifically, the three quarter operating income and net profit of Zhongqi stock fell 17.51% and 56.98% respectively, while the three quarter operating income of long term logistics dropped 12%, but the net profit increased 7.36% over the same period.

An analysis of a private person in Shenzhen said, "although some stocks have declined in the three quarter, but the overall performance is in line with expectations, and the future space is worth looking forward to. This kind of target also has the value of holding."

In the three quarter net profit fell significantly compared to the lean chemistry, many sellers shouted slogans, and many brokerages gave the stock a "buy" or "overweight" rating.

Among them, Wan Lian securities analysis pointed out that the decline of lier's profitability was mainly due to the sharp decline in the market price of the main product of ammonium phosphate, but optimistic about the company's capacity and cost competitive advantage.

In addition to the 7 new stocks mentioned above, Feng Liu increased the holdings of Long Ping hi tech, Qi Zheng Tibetan medicine and Dai Mei shares in the three quarter, and Long Ping tech won 12 million shares, but the company's performance was not brilliant. In the first three quarters of 2019, the business revenue of Long Ping tech was 1 billion 199 million yuan, down 17.66% from the same period last year. Net profit -2.69 billion yuan, down 447.90% compared to the same period last year.

It is worth mentioning that Feng Liu also reduced 5 stocks in the three quarter, including Jinyu medicine, Guang Tian shares, Kang Yuan pharmaceutical, Halliday, and Ling Rui pharmaceutical. Among them, Jinyu medicine is a famous Bull Stock, and the three quarterly report is also more colorful. Net profit increased by more than 100% over the same period. However, in the three quarter, Feng Liu reduced 13 million 500 thousand shares of Jinyu medicine and only 8 million 500 thousand shares. This is largely due to the demand for "bag for safety". Feng Liu bought gold domain medicine since the end of last year, and this year the ticket has risen by 140%.

In addition to Feng Liu, Deng Xiaofeng, another big trump fund manager of gayI asset, has launched Zijin Mining and Wandong Medical Care in the three quarter.

Overall, as of the afternoon of October 30th, gae assets were listed among the top ten largest shareholders of circulation in the 29 listed companies, and the total value of positions held at the end of the report reached 8 billion 944 million yuan.

Zhao Jun's new Huayu software

Compared with Feng Liu's new stock market, the movements of other private giants are relatively small.

With Zhao Jun's fresh water spring, three stocks in the first quarter were unchanged from the previous quarter. Among them, the first phase of the securities investment trust of the first phase of the investment spring trust, GoerTek shares, Puyang Huicheng, Qiming star, Chi Hong zinc and germanium, new world, dream lily, the number of positions held in the three quarter is the same as that of the two quarter. In addition, the fund has added the crystal optoelectronics, Sanhuan group and China Wuyi, and the number of opening positions is 2 million 851 thousand and 300 shares, 2 million 222 thousand and 500 shares and 1 million 413 thousand and 500 shares respectively.

One of the only new stocks in the three quarter is Hua Yu software, with the number of positions being 9 million 119 thousand and 700 shares, corresponding to the stock market value of 198 million yuan. From the quarterly report of Huayu software three, the company achieved a 2 billion 201 million operating income in the first three quarters, an increase of 37.44% over the same period last year, achieving a net profit of 335 million of its parent company, an increase of 9.63% over the same period last year, and achieved a relatively rapid growth overall.

Many brokerages also gave high expectations to the stock, giving the stock "buy" or "overweight" rating. Among them, CITIC Securities pointed out that the application of information technology services will be a rare opportunity for Huayu software. Taking this opportunity, it is expected that the company will continue to expand its market share in the dominant areas and expand the new subdivision of e-government. In the short term, we will gain rapid growth in performance and open up larger market space in the long run.

In addition to the Gao Yi assets mentioned above, fresh water springs, the reporter noted that in the current data, Jing Lin assets, thousands of capital, Chongyang investment and other well-known private placement in the three quarter no new stocks, only in the original position held some holdings or reduction actions.

Among them, Jing Lin Global Fund of Jing Lin asset holdings shares 2 million 258 thousand and 800 shares of Dahua in the three quarter. The number of shares held at the end of the report reaches 28 million 978 thousand and 400 shares, and its market capitalization is 500 million yuan. At the same time, under the king Lin's assets, Xinglin Lin 1 securities investment trust fund plans to reduce 1 million 63 thousand and 400 shares of the leading textile company fuanna and the remaining 6 million 838 thousand and 700 shares.

In addition, Wang Yawei held the Yun Feng securities investment trust for fourth consecutive quarters to reduce its heavily loaded trimester environmental protection. In the three quarter, 5 million 282 thousand and 500 shares were reduced, only 36 million 317 thousand and 500 shares were left, corresponding to the stock market value of 226 million yuan.