What factors must be paid attention to when speculating in new shares?

The funds for speculating new shares only care about one question: will there be a fund relay in the future? When you start asking this question, you will know that the speculation funds of sub-new shares depend on the market besides the industry enthusiasm and individual stock qualification. With so much money in the bear market, there are only a few outlets for the industry. So how do funds make money, and how do those awesome hot money and institutions make big money? Just like a river, any boat can move in the sea, but you can only float it in a small river.

When investors see good sub-new shares or sub-new shares rising in the industry, some people will hold Buffett's brain powder high, which means high valuation, overdraft performance, high risk, or the MACD of technical analysts deviate from each other. These people may have overlooked that the second IPO is not about performance, valuation or technical analysis. The second IPO is about new or small, that is, the business is not in the limelight and the business is doing well. Leave the rest to the market. As long as the market does not collapse, the newly listed new shares will continue to rise after stabilization.

At present, the market is around 2000 points, and it has dropped by at most 2000 points. If it rises, it is estimated that it will not rise. The main reason is that the funds are not enough to drive the main index stocks to rise. Then, in this case, in the case of tepid index and sluggish trading volume, those sub-new shares that are in the forefront of the industry and have good performance will always be fired. Sub-new shares will never collapse, only continuous relay. The second IPO is a relay race. What we need to do is not to analyze when the IPO will collapse, but to analyze which IPO will relay.

The second IPO is a relay race, so it is decided that the time to participate in the second IPO cannot be too long. As for those sub-new shares with particularly good business, the second wave can only be launched when the market is bull, so the sub-new shares can't fall in love, and the sub-new shares are relay races rather than marathons.

Value investors like to buy at a low valuation and can endure a long time and a big decline until the valuation of their stocks exceeds their calculations. This is the universal truth of Buffett fans, which sounds wonderful. There is only one Buffett in the world because it is difficult to do so, but the value investment method of sub-new shares is to buy while speculating, and then sell when the market is risky, or sell when the industry changes or the company's performance changes, and then find another one. This is the way to invest in the value of sub-new shares. Maybe we should call it the way to hold sub-new shares.

Are you clear? There is no analysis such as value analysis and technical analysis. , are names that people define for convenience. You can call Buffett's value analysis fart analysis, shit analysis and so on. , are all defined concepts. We should not be bound by such conceptual things. The point is not the name of the method, but what is the essence of the method.

Why doesn't the value analysis method apply to sub-new shares? Because the essence of value analysis method has application premise. As long as its application premise has not changed, whatever name you give it is appropriate, just like your name. As long as you are an object, isn't it physiological to change your name and clothes? So, don't be superstitious about any analysis. The market is a simple capital game, forever and everywhere.

Therefore, the market will always be a teacher. This is nonsense. Shouting these slogans every day is nonsense. Why do stocks in the industry go up? It is because institutions, hot money and retail funds are concentrated here, and then the value analyst said that the performance exploded, the earnings per share exploded, and the P/E ratio was still high. These are often used by Public Offering of Fund who do a set of analysis, so when these stocks rise to a certain extent, they will fall or adjust sideways, and then a number of institutions will be driven by news from time to time. Therefore, the popular votes in the industry generally raise the valuation first, then improve the news, and finally return to performance. So you look at stocks such as lithium batteries, organic light-emitting diodes, new materials, the Internet of Things, and automobiles. So, is this also the case with sub-new shares?

The new shares started to look at the market, and the market was not good. No matter what stock you are, no matter what your performance is, it is falling; Look at the performance and business layout of individual stocks, so in the current low turnover of the market, the new ones will never fall and will only continue to relay.

If we want to study sub-new shares, where is the direction? Studying sub-IPO is the simplest way of value investment at present, and it is also the easiest way to make capital appreciate at present, because there are a steady stream of sub-IPO, many of which are emerging industries or industry leaders. The key is how to find out that all the highlights of the sub-new shares have been dug up by brokers and put in their prospectus, so you can download the prospectus and print it out and summarize it.

Where is the direction?

Firstly, summarize the characteristics of the second new bull stock. What is the second big bull stock? After the opening of the board, the decline rarely rose.

Second, the characteristics of junk new shares are summarized. What are junk new shares? Cut the waist after opening the board, or even cut it again.

By analyzing their characteristics, you will gradually find good business characteristics and good company characteristics, and then use this set to analyze whether other stocks in the market also have this phenomenon and whether it exists. Of course, when you do this, you only need to make a second IPO. What other technical analysis and value analysis need to be studied? Who said that stock trading can't be stupid? You can also laugh at the big V blowing water every day, or you can laugh at the stock market.

Why do so many people lose money by speculating in stocks?

First: don't look at the market, go into chaos.

Second: don't look at individual stocks, choose randomly.

Third: there is no logic, buying and selling indiscriminately.

Finally, regarding the operation logic of sub-new shares, see the following points specifically.

The first and second new shares are fresh.

I remember seeing a joke saying, "My wife asked me when the family was watching TV in the living room." Do you think men think their wives are kind to others? I didn't answer directly, so I turned to my son and asked him: There are so many toys at home, why do you want to play with the toys in Wang Xiaoming next door? The son replied: as long as you haven't played it, you feel fun! I turned to my wife and said: There is nothing wrong with this answer! "This joke shows our enthusiasm for new things in China or human beings. Other advantages of sub-new shares may be shared by other investors, but only the word "new" is used, and other stocks do not. Innovation is an advantage.

Second, there will always be gains from listing over-raised funds.

Some of the virtual advantages mentioned above are relatively real. The new shares have just been listed, and they often hold listed fundraising projects, and often have a large amount of over-raised funds. Stock speculation predicts that if there is a fundraising project, it will be possible for the project to be put into production and generate profits. Although fundraising projects may not all make money, they at least give everyone hope. This is the second time that new shares are expected to be hyped. The benefits of over-raising funds are easier to understand. Money is uncle, and Qian Shengqian is the most convenient. Over-raised funds can be deposited in banks, and wealth management products can generate income. It would be better if the super-raised funds were used for some capital operation.

Third, the controller has a strong impulse to manage the market value.

New shares have realistic advantages, but also have the inherent impulse to become bigger. As we all know, it often takes four or five years or even longer for a company to go public. The controller of a listed company has been wronged for so long and finally went public. How many people don't want something big to happen? How many don't have the impulse to make a big market value? We won't say much about this problem.

Fourth, the sub-IPO can tell many stories.

The sub-IPO has realistic conditions such as raising investment projects and over-raising funds, and the actual controller also has the impulse to make a big market value. So what stories can the new IPO expect?

So, what are the things worth looking forward to in the IPO?

The most common story told by sub-new shares is high delivery. You can observe whether there are the most secondary new shares in high-transfer stocks. Because the share capital is small, high turnover rate is the favorite story of new shares. In addition to high turnover, sub-IPOs often start the road of mergers and acquisitions soon after listing, and many companies go to mergers and acquisitions less than one year after listing.

Fifth, there are relatively few new shares.

Because the new shares are not listed, there are few locks on them. When pulling up, the resistance is relatively small, which is also one reason why the main force likes sub-new shares. Even those sub-new shares that fall back after the opening of the board, the locking disk that needs to be solved is also the chip on the first day of the opening of the board. If the board is still attacking after opening, the resistance will be smaller when it continues to break through the previous high point.

Sixth, most new shares are pocket-sized.

We can look at the current sub-new shares, and there are not a few with less than 30 million shares in circulation. The author found that the smaller the circulation, the more active the stock. Everyone knows this estimate, but the degree of attention is different.

Seventh, high turnover rate is conducive to the rapid opening of positions.

The advantages of many new shares have been mentioned above. Let's talk about the convenience of operation. As we all know, the turnover rate of small and medium-sized new shares is often very high, and it is common to change hands 40% a day. What are the advantages of such a high turnover rate? In addition to explaining that they are hot accidents in the market, there is another advantage that it is convenient for dealers to open positions quickly. If an ordinary stock only changes hands 3%-5% every day, it will take the banker about two months to open a position. And this kind of high turnover sub-new shares will greatly shorten the time of opening positions, shorten the operation cycle and improve the efficiency of capital utilization.