· Xia stage fengji investment policy · fengji Forum investment real disk summary Fund positions then p 88 red line Fund yuze 22nd terminated listed go open 2011 spring private equity Tsim peak Forum Star Fund Manager "group buy" a unit Fund insurance funded surround seven only chemical unit (schedule) Fund first quarter love chemical lazy "medicine" [hexun know] seeking Fund will cast recommended worth a to of is, Wang yawei of series of investment reflect its very concern those fundamentals has may occurs reverse of listed company. In fact, including Coke, *ST mountain Emei mountain, ST Zhangjiajie is such a. *ST Coke is expectations of possible asset injection and emeishan a, ST Zhangjiajie performance either in the first quarter of the millions of dollars in low-profit or loss of millions, but this does not affect the income of the Fund.
*ST Coke, for example, have risen this year 50%. Wang yawei such investment logic, in the first quarter of this year the most obvious example appears in the wivar shares (002240 shares). The engaged in the timber industry company, little in the a-share market, but a star Fund Manager Wang yawei investment in the first quarter of this year. Wivar shares performance losses over $ 26 million in the first quarter of this year, and a projection of performance loss of 38 million to $ 43 million in the first half of this year.
Wang yawei Chinese fund market fund, China policy of the management of intervention, held 1.8 million shares of the total, Huaxia Huaxia Renaissance dividend Fund, will together hold more than 4 million shares of the Fund. In most of the listed company's performance in the first quarter of this year under the background of happy, why performance sustained losses of wivar shares into shares of Huaxia fund pooling, and become Wang yawei two objectives of the Fund Unit? The industry believes that Huaxia Fund has a strong research platform and rich research resources, seems to mean that the Chinese group buy of the unit is not caused by negligence, Wang yawei's involvement in wivar shares is likely to imply inversion of the fundamentals of the unit could face.
It is worth mentioning is that in addition to Wang yawei managed fund, QFII "UBS" also buy 860,000 units in the first quarter of this year. Very strong in this year, the Guangdong Pearl is the target of some star Fund Manager unit.
Guangdong Pearl this year shares surging more than 41%, Dacheng Fund stock investment Department director Yang Jianhua, China Merchants Fund Management Fund is the Assistant General Manager Zhang Bing shares diwu、Liu shares shareholders in the first quarter, the two star Fund Manager together hold 12 million shares of Guangdong Pearl. Shares of giant recently disclosed a quarterly bulletin also opened a number of Star Fund Manager's behavior. Giant of up to 97% shares per cent this year, which settled in which fund managers bring huge benefits in the short term. Intervention of the unit fund managers in the three star Fund Manager, the most interesting is the champion-public placement fund performance last year China Fund investment management Deputy General Manager of Sun Jianbo. Sun Jianbo Chinese merchants of peace and prosperity in the management of growth (630,002, Fund) funds to 5.85 million share float was ranked the fourth largest trading stock shareholders, Sun Jianbo during the first quarter of this year to increase its stake in giant more than 1.8 million shares of stock. Furthermore, BOCOM Schroeder interest Li Li, Deputy General Manager of the Department of management selected bank (519,688, Fund) funds buying about 3.9 million in the first quarter, Invesco great wall fund investment Deputy Director Zhang Jirong Invesco great wall dingyi funds also bought 2.8 million units over the same period. In fact, the star Fund Manager's investment in shares of giant also appear to be moving towards fundamental improvements in path. Company admits in a quarterly growth of performance because of induced by fluorine chemical industry boom appears reversed, and giant share experiences of doubling stock has further revealed the star Fund Manager "group purchase effect".
