Chen Weitai
The November 26 election is finally over. In addition to the replacement of the blue-green layout, Toxin’s recent movement has also changed from the original “continuous overbuying” to “overselling”. Is this just a coincidence, or is it because Touxin really has some obvious changes in their holdings due to the change of blue and green territory?
When it comes to the development of the domestic political and economic situation, domestic investors will definitely be more sensitive than foreign investors. In particular, foreign capital mainly focuses on the global and international situation, and it may not necessarily change too obviously because of changes in the territory of domestic political parties. However, it is easier for domestic legal persons to understand the development of the domestic political and economic situation. Therefore, once the political parties begin to move their territory, it is likely to cause changes in their shareholdings.
In the two trading days after the election, we clearly found that in the centralized market, Toshin has been on the seller side for two consecutive days, and in the over-the-counter market, Toshin was slightly overbuyed on the first day, but the amount of overbuy It has obviously shrunk, so it will also turn into an oversell on the next day. So it can be seen that, in fact, in the part of domestic legal persons, they seem to be a little bit worried about the next reintegration of the blue-green territory. In addition to the need to exchange shares due to the change of the blue-green layout, the other part should also focus on the peak period of accounting in December. Therefore, according to past experience, usually in the first and second weeks of December, we will find that Toxin will be more active in exchanging shares. Why do you want to exchange shares? Because if you want to make accounts at the end of December, you need funds to make accounts, so now you are starting to take profits on some stocks that have risen for a while in the past, or whose current stock prices are relatively high. After the profit is settled, the money can be brought back to make the quarter-end accounting market at the end of December.
In the last 5 days, the investment letter has sold more than 500 stocks, and the number of consecutive days of selling more than 5 days of individual stocks, we found that there are a lot of value stocks in the transfer industry, including such as Huaxin, Uni-President, Taiwan Cement, Ya Cement , as well as Far Eastern New, and even Zhonghong, these are all property value stocks that have recently seen that Touxin is more obviously on the seller’s side. Then, in addition to equity stocks, there are also some small and medium-sized electronic stocks that have been bought by investors in the past quarter, including Catcher, Inventec, Winbond, Wistron, etc. These may be because they bought too much credit, so they are doing some shareholding adjustments here. Once there is an oversell and adjustment of investment credit, it is likely to last for a period of time. So if you also have similar stocks in your hands, remember to consider whether you should also follow the investment letter to carry out the stock exchange operation.
What stocks did Toxin trade in in the last 5 days? In the past 5 days, Toxin has bought more than 500 stocks, and has bought more than 3 consecutive days of individual stocks. This group is very obvious that it is Jin Holdings. There are Fubon Financial, Cathay Financial, Development Financial, Yuanta Financial, and CITIC Financial. So it is obvious that now Touxin has begun to actively cover “private financial holdings”. In fact, there are not as many electronic stocks as originally imagined, and the electronic stocks that Touxin has been replenishing recently are mainly from some downstream NB-related groups, including Synnex, ASUS and Acer. Then there are probably two reasons for overbuying these individual stocks. The first reason is that the inventory adjustment is coming to an end. The second reason is that the fourth quarter to the first quarter of the next year are traditional peak seasons for consumer electronics stocks, so there is a chance that revenue will increase in December and January of the following year. Well, in addition to the NB-related groups, in the semiconductor-related IC design stocks, in fact, Touxin is doing shareholding replenishment actions, including such as 2379 Realtek, 2454 MediaTek, and even 3035 in IP stocks. It turns out that there are signs of covering letters. Among the traditional industry stocks, the coverage of investment letters is relatively scattered, including such as Yulong, Nanya, Sinosteel, and Yumin. So on the whole, the current stocks that Touxin is covering are relatively “average distributed” shareholding covering. Usually starting from the third week, Touxin will focus on igniting and promoting the individual stocks that they will be accounting for at the end of the quarter.
Therefore, all investment friends, you must take advantage of this one or two weeks to especially check whether the holdings in your hands have been exchanged out by investment. If there are any, remember to reduce your weight in response, use the money you have withdrawn, and see which stocks Toxin is overbuying recently, because these stocks are likely to be the target of Toxin’s quarter-end accounting!
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Engaged in the financial securities industry for nearly 20 years, a qualified securities analyst, currently the chief investment officer of Zhongying Fortune, CMoney Quanyao financial consultant, financial chief writer, and a lecturer for the Securities Foundation, Zhongzheng Community University and Star Cloud Academy, Yahoo financial column, business Contributing author of Zhou Fortune Network.
The investment mentality first focuses on the long-short cycle of the overall economy, and combines fundamental stock selection and technical operations; it believes that “choosing the opportunity to enter the market” is the way to make profits in stock market investment. There are currently 2 books: “Trust me, you can’t make enough money”, “Taiwan stock market history”.