Bargain-hunting farmer: Dong mingzhu, gree shares it had bought two years a total of 29 times-Dong mingzhu, stock-IT information
2016 will soon be over, this year, a-share market turmoil, most investors might not make any money, and lost faith in the investment. At this point, take a look at how some star entrepreneurs on stocks, can have a reference point? ? E company of the securities times reporters comb through the Shenzhen Stock Exchange's "directors, and personnel changes in the shareholding of" content, find Dong, Yu Liang, Jia Yue-Ting, Wang, MA and other celebrity entrepreneurs are in the secondary market trading stocks.
And these entrepreneurs also have different characteristics. Among them, Dong mingzhu scattered buying choice at the gree electric appliances dropped continues to increase its stake; Yu only have a big buy; Jia Yue Ting, Wang, then sold at higher prices; Ma way underweight. In terms of the timing of, that a few people have different abilities, Dong, Yu Liang on the purchase timing good, Jia Yue Ting on the selling timing was a success.
Dong Feng dropped to buy
Shenzhen Stock Exchange released information shows that Dong first "auction" approach to buying gree electric appliances on March 7, 2014, then got out of hand. Up to now more than two years, the cumulative buy 29, buy dedication comparable to their current obsession. Buying in quantity, while Dong will buy more than 200,000, when there are few, only bought thousands of shares, and even bought 100 shares at a time. Meanwhile, in more than two years, Dong mingzhu of gree electric appliances sold the number zero.
On March 7, 2014, Dong mingzhu "balances on the day shares" for 21.1543 million shares, after its holdings in July 2015 and gree electric appliances after every 10 shares 10 shares ex-rights, as of December 20, 2016, Dong mingzhu "balances on the day shares" has been as high as 44.3185 million shares. Judging by market value, increased 587 million yuan from March 7, 2014 to December 20, 2016, 1.064 billion yuan. In more than two years in the rehabilitation of gree electric appliances stock shocks all the way up, significantly outperformed.
Double Dong two years time to buy, you can see that its timing was very successful, most of the trading is in shares of gree electric appliances back sharply when buying on the cheap. Buy 29 trading days at the Dong mingzhu, gree's share price had 22 trading days down, no trade day share price is soaring.
On the whole, Dong mingzhu, mainly in the two time-intensive buying gree electric appliances: one is that after the end of the bull market last year. After two rounds of crash, Dong in September of that year intensive hand, buying 13 times a month, total buying quantities of 1.4 million shares. Then the gree electric appliance shares also followed the broader market had stabilised. Second, in January this year when the stock market crash. Dong mingzhu, started buying in mid-month, in early February, accumulated 9 shots in total buy 458,000. Then the gree electric appliance shares also stabilised.
In addition to the two time periods, Dong also decentralized purchases at other times, while their choice is buying time at the gree electric appliance shares slump at the time. Such as its most recent release was on December 20, bought 20,000 shares. Risk capital is not supported because of tough regulatory leverage news effects such as fund raising, gree collective together with other Chinese stocks plunged.
Then, Dong mingzhu, why such an eager buyer of gree electric appliances? From the remarks of Dong mingzhu, maybe we can see some clues. Held in mid-December "2016 CCTV financial Summit Forum of China listed companies" on, Dong said, "investment gree, you've got to be investment, not speculation." In addition, in March this year, Dong mingzhu, even on television made a bold assumption that "If the Commission rules, executives can buy shares of listed companies, not to sell the stock, when you retire can be sold. ”
Yu precision hunters spent a
Investment styles slightly different from Dong Yu. Shenzhen Stock Exchange Web site data, Yu Liang to "auction" buy China vanke a, only on March 10, 2014. Buy investment tactics over the Dong, Yu is a shot is a big, 7.26 million Yuan to buy 1 million shares of vanke a hand. 2014, according to media reports, Yu Liang was "almost all of them over the past year, vanke, has bought a stock. ”
In hindsight, this investment buy point depression called precision. Vanke a down after more than a year, rebounded sharply on March 6, 2014, followed by small callback. Yu Liang on March 10, 2014 buying shots. Yu Liang after buying, vanke a-share prices soared, leading the market strengthens. As of now, vanke a shares are still high. Yu about 3 times the return on investment. Combined shares of vanke a, and gree electric appliances, Yu and Dong investment techniques have similarities, that are in quality of bargain-hunting buying after shares in listed companies.
Jia Yue Ting Wang high sold
Is an accurate copy of the Dong and Yu Liang to show investors buying at the end of practices, and accurate grasp of Jia Yue Ting to sell time is amazing. In addition, Wang chuanfu, BYD's shares at a relatively high success when selling.
Shenzhen Stock Exchange Web site according to Jia Yue Ting bulk transactions sold separately on June 1, 2015, June 3, 2015 with 17.51 million shares, 17.73 million units, as the network, 68.50 Yuan per unit prices respectively, 73.33 Yuan per unit, total reduction of 35.24 million shares 1.9% per cent of total equity of the company as of June 3, 2015, cashed about $2.5 billion. In hindsight, Jia Yue Ting, the two deals are successfully sold in a relatively high, then, as the network plunged began to tour. Judging from the market, the end of the bull market of the last year on June 15 of that year, Jia Yue Ting is successfully sold these stocks before the end of the bull market. In addition, according to the announcement, Jia Yue Ting will reduce as the net proceeds from the stock to lend music video network, used in the daily operations of the company, free of interest.
As with Jia Yue Ting, Wang last June to block trade reduced holdings of shares. On June 17, June 23 respectively reduction of 25.65 million shares, 32.59 million shares in BYD, reduction of price is 68.06, 55.71 Yuan Yuan/share/share. However, Jia Yue Ting in front of the stock holdings of different, Wang holdings when the stock market has been falling. But on the whole, Wang chuanfu in BYD's share price is still at a relatively high reduction. Reduction of use, according to the announcement, Wang on June 17 reduction is in line with the implementation of employee stock ownership plans, funds generated from the reduction of the full interest-free loan to the employee stock ownership plan holders. Wang chuanfu June 23 when the reduction of, the transferee BYD 1th aggregate asset management plan for the country, BYD's employee stock ownership plan owns stock through the aggregate asset management plans. In addition, Wang on July 15, 2015 auction holdings 230,000 shares of BYD, BYD's stock price fell on the day, Wang was buying on the cheap.
Reduction of Ma huayi brothers
Buying gree electric appliances and Dong all the way different, MA sold huayi brothers. Specifically, MA on November 26, 2010, May 6, 2011 and June 3, 2013, October 28, 2013 to block trade huayi brothers sold four times.
Ma for huayi brothers co-founder. Huayi brothers listed 13.824 million shares (huayi brothers a few years launched high taken turn, MA number of holdings increases), the stake is 10.97%. On November 1, 2010, MA shares lifted, there are 6.91 million shares actually traded. On November 26, 2010, Jack Ma, the reduction of 3 million shares. On May 6, 2011, MA again reducing 11.09 million shares. When Ma both underweight, huayi brothers stock is still low, reduction of time is not too bad. Subsequent to 2013, gem opened the great bull market, huayi brothers all the way up, MA on June 3, 2013, October 28 high sold 3.08 million shares, to 10.46 million shares.
抄底专业户：董明珠两年共29次买入格力股票 - 董明珠,股票 - IT资讯
2016年即将过去，这一年，A股大幅震荡，大多数投资者可能都没有赚到钱，进而对投资失去了信心。此时，不妨看看一些明星企业家是如何炒股的，可有值得借鉴之处？证券时报·e公司记者通过梳理深交所公布的“董监高及相关人员股份变动”的内容，发现董明珠、郁亮、贾跃亭、王传福、马云等明星企业家均在二级市场交易过股票。
而这些企业家们的交易也各有特点。其中，董明珠分散买入，选择在格力电器股价下跌之时持续增持；郁亮仅有一次大手笔买入；贾跃亭、王传福则在高位卖出；马云一路减持。而在时机的把握上，这几个人的能力则各有不同，董明珠、郁亮对买入时机把握较好，贾跃亭则对卖出时机的把握很成功。
董明珠逢大跌就买
深交所公布的资料显示，董明珠最早以“竞价交易”的方式买入格力电器是在2014年3月7日，随后就一发不可收拾。在截至目前的两年多时间里，累计买入29次，买入之执着堪比其目前对造车的执着。买入数量上，多的时候，董明珠会买入20多万股，少的时候，则仅买入数千股，甚至有一次只买入100股。同时，在这两年多，董明珠对格力电器的卖出次数则为零。
2014年3月7日，董明珠的“当日结存股数”为2115.43万股，经过其不断增持以及格力电器在2015年7月每10股转增10股除权后，截至2016年12月20日，董明珠的“当日结存股数”已高达4431.85万股。按持股市值来看，则从2014年3月7日的5.87亿元增至2016年12月20日的10.64亿元。而在这两年多的时间里，格力电器的复权股价也一路震荡上行，明显跑赢大盘。
复盘董明珠这两年多时间的买入时机，可以发现其对时机的把握非常成功，大多数交易是在格力电器股价大幅回调之时逢低买入。在董明珠买入的29个交易日，格力电器的股价有22个交易日是下跌的，没有一个交易日股价是大涨的。
总体上看，董明珠主要是在两个时间段密集买入格力电器：一是去年牛市结束后。经过两轮暴跌，董明珠于当年9月份密集出手，全月买入13次，累计买入数量达140万股。随后格力电器股价也跟随大盘企稳回升。二是今年1月份股市暴跌时。董明珠于当月中旬开始买入，到2月初，累计出手9次，合计买入45.8万股。随后格力电器股价也企稳回升。
除了上述两个时间段，董明珠在其他时期也分散买入，而其买入时机也选择在格力电器股价低迷之时。例如其最近一次出手是在12月20日买入2万股。当时因受监管层强硬表态不支持险资杠杆资金举牌等消息面影响，格力电器与其他险资举牌概念股一起集体大跌。
那么，董明珠为何如此热衷于买入格力电器呢？从董明珠此前的一些言论或许可以看出些端倪。在12月中旬举行的“2016央视财经论坛暨中国上市公司峰会”上，董明珠称，“投资格力，你一定是投资，不是投机”。另外，在今年3月份，董明珠甚至在电视节目中提出一个大胆的假设，即“如果证监会规定，上市公司的高管只能买股票，不能卖股票，当你退休以后才能卖。”
郁亮精准抄底万科A
郁亮的投资风格与董明珠略有不同。深交所网站的数据显示，郁亮以“竞价交易”的方式买入万科A，仅有2014年3月10日一次。与董明珠分多次买入的投资手法不同，郁亮则一出手就是大手笔，一次出手726万元买入100万股万科A。根据媒体2014年的报道，郁亮当时“将其过去一年的几乎全部收入，都买了万科A股票。”
从事后来看，郁亮的这一笔投资的买入时点堪称精准。万科A在下跌一年多后，在2014年3月6日大幅反弹，随后小幅回调。郁亮于2014年3月10日出手买入。郁亮买入后，万科A股价一路上涨，领先大盘走强。截至目前，万科A的股价仍在高位。郁亮这一笔投资的收益约有3倍。而结合万科A与格力电器的股价来看，郁亮与董明珠的投资手法其实也有相似之处，即均是在优质的上市公司股价大跌后抄底买入。
贾跃亭王传福高位卖出
董明珠和郁亮向投资者展示的是准确抄底的买入手法，而贾跃亭对卖出时机的精准把握也令人惊叹。另外，王传福也在比亚迪股价处于相对高位时成功卖出。
深交所网站的数据显示，贾跃亭在2015年6月1日、2015年6月3日以大宗交易方式分别卖出1751万股、1773万股乐视网，成交均价分别为68.50元/股、73.33元/股，合计减持3524万股，占公司截至2015年6月3日总股本的1.90%，套现金额约为25亿元。从事后来看，贾跃亭的这两笔交易均成功地卖在较高位，随后乐视网股价就开始大幅下跌之旅。从大盘来看，去年的牛市结束于当年的6月15日，贾跃亭可谓是在牛市结束之前成功卖出上述股票。另外，根据公告，贾跃亭将在减持乐视网股票后以所得款项借给乐视网，用于公司日常经营，免收利息。
与贾跃亭一样，王传福也在去年6月份以大宗交易方式减持了部分股票。6月17日、6月23日分别减持了2565万股、3259万股比亚迪，减持价格分别为68.06元/股、55.71元/股。不过，与贾跃亭在股市下跌前减持不同，王传福减持时股市已开始下跌。但总体上，王传福仍然是在比亚迪股价处于相对高位时减持的。减持用途方面，根据公告，王传福6月17日的减持是为配合实施员工持股计划，减持所得资金全额无息借予员工持股计划持有人。王传福6月23日减持时，受让方为国联比亚迪1号集合资产管理计划，比亚迪的员工持股计划通过该集合资产管理计划持有比亚迪股票。另外，王传福在2015年7月15日以竞价交易增持23万股比亚迪，当日比亚迪股价跌停，王传福则是逢低买入。
马云一路减持华谊兄弟
与董明珠一路买入格力电器不同，马云则一路卖出华谊兄弟。具体来看，马云在2010年11月26日、2011年5月6日、2013年6月3日、2013年10月28日以大宗交易方式四次卖出华谊兄弟。
马云为华谊兄弟的发起人之一。华谊兄弟上市时其持有1382.40万股（华谊兄弟随后有几年推出高送转，马云持股数量也随之增加），持股比例为10.97%。2010年11月1日，马云所持股份解禁，有691万股可实际上市流通。随后在2010年11月26日，马云减持300万股。2011年5月6日，马云再度减持1109万股。马云这两次减持时，华谊兄弟股价仍在低位，减持时机并不算太好。随后到2013年，创业板率先开启大牛市，华谊兄弟一路大涨，马云于2013年6月3日、10月28日逢高卖出308万股、1046万股。