RSS订阅 加入收藏  设为首页
澳门线上赌博平台
当前位置:首页 > 澳门线上赌博平台

澳门线上赌博平台:Qi Yao investment founding partner Tan Qi: patiently waiting for selected stocks to do time friends

时间:2018/1/6 14:34:26  作者:  来源:  浏览:0  评论:0
内容摘要: "We want to wait patiently for the emergence of a good ball and be willing to be a friend of time," said Tan Qi, founding partner...

"We want to wait patiently for the emergence of a good ball and be willing to be a friend of time," said Tan Qi, founding partner and investment director of Qi Yao Investment. He served for 7 years at Huaxia Fund for 12 years running in 2014, private equity arena.

Reverse investment, buying unpopular stocks, do not participate in speculation in the market, insist on doing something for nothing, is a significant label Tan Qi, "We hope that with the fundamentals, liquidity is the same, but in the market sentiment, I hope to achieve a certain degree of adverse. "Private equity 3 years, Tan Qi made a good investment performance.

Tan Qi has more than 10 years of experience in fund management. After graduating from Xi'an Jiaotong University in 2003, he worked for Huaxia Fund. Bachelor, master's are computer science, would have become a "yard", but Tan Qi embarked on the road to investment, there is a story behind. He recalled Buffett's book, "From $ 100 to $ 16 Billion," in 2000, when he considered the future direction of his career and hoped to balance social values ??and wealth with speculative approaches. He saw Buffett's work on it Determined to enter the financial industry, also adopted the CFA (Chartered Financial Analyst ) exam. In the 12 years of Huaxia, Tanqi started his career as an industry researcher and went to the head of industry research and assistant to fund manager. Until the second half of 2007, Tan Qi was the fund manager of Huaxia Blue-chip Fund. "At that time, the market was at a high level. How to vote .I am responsible for doing strategic analysis, the market of major industries, companies, profits and other conditions are listed and found that cycle there is a significant underestimation of the industry, performance growth is good, find the offensive direction. "Read the report can be found , The fund through large-scale Jiancang iron and other related industries, and achieved good returns.

In 2009, Tan Qi started to manage the Huaxia dividend fund, which was the largest public fund in the market at the time. Many of the targets he selected were over-heated. "In other words, reaching a consensus in the market will come to the wrong edge This has a huge impact on me, and in Huaxia, I learned to think independently, do not invest in the group, do not chase some hot stocks, "said Tan Qi.

In July 2014, Tan Qi left Huaxia Fund's "Private Run" and founded Qi Yao Investment. "After the private placement, my first great feeling was the control of the risk." Tan Qi said that as the private equity products have an early warning and open line, the more they fall, the more they can not afford to retreat, while the Chinese stock market each year More than 30% of the fluctuations, how to deal with, private equity need to consider the core issue is how to control the risk of profit, as Napoleon said, "the greatest generals make the least mistakes." Tan Qi believes that a better coping strategy is to use reverse investment strategy in the more popular, but the value can be seen clearly inside the plate to do the key research. "Records of Historical Biography" said: you extremely anti-cheap, cheap under the very anti-expensive; expensive as dirt, cheap to take, such as beads jade. Means to sell at a very expensive time, buy cheap when it is simple investment reason. At the same time, Tan Qi also feels that although private equity products appear to be vulnerable, private equity work is also somewhat anti-vulnerable. "Private equity managers are in a big platform and ready to accept high-frequency assessment at any time. However, private-equity executives, shareholders and fund managers are three-in-one. We can not make short-term goals when making decisions. In the long run, Better Achievement. The emphasis on long-term goals is the source of private equity to achieve anti-fragility. "

Tan Qi insisted on the" reverse + value "approach, pay attention to follow the fundamentals, but do reverse market sentiment. He summed up the investment as a five-stage model: first, the profound logic was established to reverse the investor's entry; secondly, the bearish profit was more intertwined and the band operator was present during the shock period; third, the catalysts, inflection points appeared and the trend traders came into the market; Fourth, the stock rose, follow the trend disk, short-term buy; fifth, Mianhuo off, the stock plunged, a lot of money shipments.

"A lot of people want to buy in the third and fourth phases, and the stock price is going to show very quickly, but we are more inclined to make the first phase of the layout and tap the stocks at the wrong price," said Tan Qi. In the second half of 2016, he gradually bought stocks of Jiancang Plasterboard. At that time the market there is some inherent bias in the stock that the market share is high, the remaining space is not large. But in his opinion, the subject company is a leading company in the industry, and the company's team is capable and carries out mixed-ownership reforms. In April this year riding on the wind, the relevant subject of the sharp gains, but soon have sharp fluctuations, Tanqi Fancy where the value is still choose to stick to, bear the short-term fluctuations in the recent related industry chain price increases, the stock soon rose up , Even beyond the performance of the male security.

Optimistic about the trend of industrial upgrading, 2018 selected stocks play down the macro. This year by early layout of home appliances, finance, science and technology and other industries, seven Yao investment to obtain better returns. However, in fact, including insurance , home appliances, security and other industries performed well this year, the stock positions, Tan Qi layout from the left are earlier. Tan Qi analysis, the individual insurance industry standard issued in October 2016 announcement, to introduce their own value composition, the remaining margin of life insurance is 4000 billion, while the market capitalization of the company was only 600 billion, he was aware of its value after the layout , But before the second quarter of this year, the stock did not rise until the yield curve of the Treasury upward, the insurance sector appeared good performance began. Looking ahead to the A-share market in 2018, Tan Qi said that the starting point for 2018 will be more emphasis on those companies that have some growth in various economic environments, preferring to select stocks and leaving the macro focus on the secondary market. "Our assumption is that rising good stocks may be less than this year, and we do not particularly want to forecast the 2018 economy, the trend of CPI,PPI, because the change of policy takes the annual cycle as the current policy is more Flexibility. "Tan Qi said investment is not only a year's opportunity. They are optimistic about the opportunities and opportunities China will certainly make toward the developed countries in the future." In this trend, we see the emergence of industrial upgrading in all walks of life. At the same time, China's Internet giant in the world, China became the Internet in place; in the field of artificial intelligence, we are more optimistic about the scene, and now Ali, Tencent are engaged in the line is to grasp the user In addition, the long-term opportunities for the PV industry are very good. The PV industry needs to be able to access the Internet at a parity. It is also cheaper than thermal power. The current share of the photovoltaic industry will have a great improvement due to the significant cost reduction. This is a revolution that mankind can create Sex Energy. "


相关评论

本类更新

本类推荐

本类排行

本站所有站内信息仅供娱乐参考,不作任何商业用途,不以营利为目的,专注分享快乐,欢迎收藏本站!
所有信息均来自:百度一下 (赌博平台官方网站)
苏ICP备134566543号