Based on asset injection, restructuring expected, private big brothers hold many "gold rush" ST unit, become a unique landscape in the market. Finance meeting statistics, more than a quarter of ST unit top flow appears in the list of shareholders of a private "phantom". Among them, *ST new material, long ST, *ST Heng, a unit is being hold private group holding, of his good heart is firm. Recommended reading
· Xia stage fengji investment policy · closed bond type fund large arena Fund then depression "1 quarter spot curse" private "Star" April collective fall Qian April a shares Fund bleak QDII Wansheng flagship small disk unit was Fund reduction six large fund company last week inverse city gallon private first quarter "dark horse" rampage established turned over [registration] listen to Wen Guoqing taught you copy end opportunity keen recombinant and assets integration, concept, is good at using "profiteering inflection point method", is new value of a large investment features. From the third quarter of last year, 4 private owned by the new value product holding mission stationed in the *ST new material, up to the first quarter of this year, all 4 products still only for *ST new material flow of top shareholders. With the warming of the macroeconomic situation, chemical market is gradually improving.
It is understood that the main product prices have risen this year *ST new material, resulting in the company's main business in the quarter increased dramatically. In addition, early in the last four quarters, 2 private holding group owned by new value entered ST Mount Everest, the unit was launched on March 10 this year suspended its reason is planning a major restructuring of assets.
However, ST Everest according to a quarterly, the new value in the circulation of early withdrawal of a top shareholder in the first quarter. Worth noting is that investment style has always been stable and follow value investing philosophy of Suzaku investment, has become in the last four quarter ST "specialized households", suddenly show up 3 ST unit.
Among them, Northwest ST long letters to achieve from medicine to "historical and cultural scenic Integrator" gorgeous transformation, as the unit out of a wave of strong rally, Suzaku is in the first quarter of this year on ST reduction of long letter, but is still ranked the sixth largest circulation of the unit shareholders. Furthermore, the four-quarter moving in of Suzaku ST kelong and minjiang hydropower (600,131, unit) (*ST Li-min), which *ST in Li-min has turn zhaimao.
These two units have a wave of good quotes in the first quarter of this year, Suzaku is high departure, exit the circulation of its top shareholder list. Most active on the market today Sun private Ze Hee investments, also serious cartridge out ST unit. Manipulation of flexible, fast forward fast is Ze Hee is a distinct investment style. ST Maia as Ze Hee latest assigned to the units in the first quarter of this year.
In addition, Ze Hee held by the four quarters last year bin ST Xiamen overseas Chinese and Chinese-language media (600,373, unit) (Xin *ST new), will be out of the top circulation lists of shareholders in the first quarter of this year. Turning to the easy investment, make people more "hunting" spirit.
A quarter of the year, take advantage and take advantage of the second period during a coming out *ST essential top ten shareholders out of circulation for the first time. The industry believes that private equity funds as "bottom up" investment style, more attention to the depth of research, advanced layout. Weight cartridge holds ST unit, private companies, and restructuring, asset injection, is inseparable from the performance point expected, it also reflected the flexibility of private equity and investment trends.
