This issue turned into a quarrel in the comment area.
Someone said, "The valuations of Tongce Medical and Pianzaihuang are no longer cheap, and Henglong Capital is likely to be a short-term operation.
They will run away once the benefits of the semi-annual report are realized."
Some people said, "No. Shunxin Agriculture is a staged opportunity, and the money you make is to repair the valuation."
Tongce Medical and Pianzaihuang are growth stocks, and Henglong Capital may be something you want to hold for the long term."
Some people also took advantage of Zhao Chen's previous statement:
"Zhao Chen said that buying stocks means buying companies. Shunxin Agriculture did it when there was a periodic opportunity, and left after making a profit.
Tongce Medical and Pianzaihuang, he may do it as a long-term opportunity.
Look at Tongce Medical--4.99%. If you buy the disclosure line, stop trading, and then lock up the position."
Shareholders are arguing over the amount of profit Henglong Capital made on Shunxin Agriculture.
Some people use public data to back-reveal that Henglong Capital held 5% of the shares when it entered Shunxin Agriculture in the first quarter. The cost was calculated based on the average price in the first quarter of about 18 yuan, and the investment was about 510 million.
Shunxin Agriculture's stock price rose to a maximum of 42 yuan in the second quarter. Based on the average clearance price of 35 yuan, the gross profit was approximately 480 million yuan.
This figure was quoted repeatedly, but was quickly questioned - "It is possible that their closing price is higher, and the actual return should be much higher than this number."
Some say it is 700 million, some say it is 900 million, and some say it is 1.2 billion.
In the end, no one had a definite answer.
Henglong Capital has not issued any announcement, the semi-annual report of Henglong Group has not been disclosed, and the semi-annual report of Shunxin Agriculture only shows that Henglong Capital has withdrawn, but does not show the specific time point and price of withdrawal.
The only thing investors can be sure of is that Henglong Capital made a huge profit on Shunxin Agriculture, and then used the money to buy Tongce Medical and Pianzaihuang.
While stockholders are arguing over the amount of profit Henglong Capital made on Shunxin Agriculture,
Someone with good intentions compiled a list of "Henglong Concept Stocks" on Snowball.
The post was pushed to the home page and the number of shares quickly exceeded 1,000.
The poster listed all the companies in which Henglong Capital or Henglong Group directly invested--
Shunxin Agriculture, Tongce Medical, Pianzaihuang, Yunnan Agriculture Group, Bubble Mary.
Among them, Yunnan Agriculture Group and Bubble Mary are included in this list although they are not yet on the market.
The text of the post reads, "Those who are favored by Henglong will at least double their value. Shunxin Agriculture has proven that it takes less than four months to go from 18 yuan to 41 yuan.
Believe me, Tongce Medical and Pianzaihuang are on the way to doubling. The semi-annual report results are there, and Henglong Capital has not gone away for ten Major Shareholder.
As for Yunnan Agriculture Group and Bubble Mary, when they are launched, you will regret not paying attention in advance today."
Someone joked in the comment area:
"Is this going to be 'Henglong System'? Zhao Chen is going to be Buffett of China?"
Some people also analyzed calmly. "Henglong's investment logic is very clear - consumption, medicine.
Bubble Mary is consumption, Yunnan Agriculture is the bottom of the cycle, general policy is medical care, and Pien Tze Huang is traditional Chinese medicine.
It's not a random purchase, it has a track layout."
Others questioned, "Yunnan Agriculture almost lost money in the first half of the year, and Bubble Mary hasn't even been listed yet, so why is it so popular? Let's wait until they really double."
But the voices of doubt were quickly drowned - more people began to look for whether Henglong Capital held other undisclosed stocks.
This list has been widely forwarded in the investment community, with some people calling it "Zhao Chen Concept Stocks" and others jokingly saying that "Henglong System" is taking shape.
Under the official WeChat account of Henglong, someone left a message asking:
"Zhao Zong, Henglong Concept Stocks What will be the next target?"
No one answered.
Henglong has no comment on this, and Zhao Chen has not come forward to clarify or confirm.
Speculations and discussions in the market, like the chirping of cicadas in summer, come one after another and cannot stop.
Zhao Chen didn't read those comments.
He put his cell phone on the coffee table and leaned on the sofa.
Chen Xi was sitting opposite him, holding a tablet in his hand. On the screen was the "Henglong Concept Stocks" list on Snowball that was on the front page.
"Zhao Zong, have you read this?"
Chen Xi turned the tablet over, and the names of five companies, Shunxin Agriculture, Tongce Medical, Pianzaihuang, Yunnan Agriculture Group, and Bubble Mary, were listed on the screen.
There is a line of comments attached below - "Those who are favored by Henglong will at least double their value."
Zhao Chen glanced at it and moved the corner of his mouth slightly. "There are so many good people."
Chen Xi flipped through the comment section and read a few things.
"Someone said something very interesting - 'Henglong's investment logic is very clear:
Consumption, medicine. Bubble Mary is consumption, Yunnan Agriculture is the bottom of the cycle, Tongce is medical treatment, and Pianzaihuang is traditional Chinese medicine.
It's not a random purchase, it has a track layout.' Some people say Zhao Zong, you want to be Buffett to China."
Zhao Chen picked up the tea cup and took a sip. "Buffett does not invest in Designer Toys, nor does he invest in raising pigs."
Chen Xi smiled.
"But the market has already regarded you as a bellwether. Some people call the stock Major Shareholder that Henglong Capital ranks among the top ten stocks 'Henglong Concept Stocks', saying that Henglong is interested in it at least twice as much.
Shunxin Agriculture has been verified, Tongce and Pianzaihuang are on the way. Some people are starting to dig out whether we have bought other undisclosed stocks."
Zhao Chen put down the tea cup. "Let them dig it out. It's better not to dig it out. Keep it mysterious, and the market will have imagination."
Chen Xi thought for a while and asked again, "Then Yunnan Agriculture and Bubble Mary are not yet on the market, so they are also listed.
Some people say that when they are launched, they will regret not paying attention in advance. Should we respond?"
Zhao Chen shook his head. "No response. Yunnan Agriculture and Bubble Mary are investments from Henglong Group, not Henglong Capital."
But the market mixes them up, and there is no need to clarify them. When they are listed, someone will naturally calculate how much Henglong has earned."
Su Wantang walked in with freshly brewed tea, put the tea cup on the coffee table, and asked softly:
"Will the statement Henglong Concept Stocks push the stock price too high? If someone follows the trend and buys, and then gets trapped, will they blame us in turn?"
Zhao Chen picked up the new tea and blew the hot air.
"Investment is your own business. If others follow the trend and lose money, it has nothing to do with us.
We do not recommend stocks, place orders, or predict stock prices. Whatever Henglong Capital buys or sells is based on our own judgment.
Whether the market is willing to use it as a weather vane is up to the market."
Zhang Qingxue walked in from the door, holding a folder in his hand.
"Novel, someone left a message on the official WeChat account, saying that Henglong Concept Stocks is a tool for cutting leeks. Let us give you an explanation. This message has thousands of likes."
Zhao Chen Put down the tea cup.
"No response. Our investment strategy does not need to be explained to the market.
If Shunxin Agriculture makes money, Tongce and Pianzaihuang will also make money. Our purpose is to make money and we don't need to explain it to others."
He stood up and walked to the window, turning his back to several people.
"They guess now that it's because they can't understand it. By the time they understand it, the stock price is no longer this price.
By that time, they are not guessing, they are chasing."
He turned around and looked at the three people in the office.
"So, don't respond and let them guess what we should do.
Over there, Bidiya, continue to buy. Tongce Medical locks up the position and Pianzaihuang continues to hold it.
Let the market digest the semi-annual report."
Chen Xi Close the tablet and stand up.
"I understand. Then I will continue to stare at Bidiya tomorrow."
Su Wantang picked up the teapot, poured out the herbal tea in the Zhao Chen cup, and poured another cup of hot tea.
Zhang Qingxue closed the folder, turned around and walked out.
Zhao Chen stood alone in front of the window, holding a cup of hot tea.
He knows that the label "Henglong Concept Stocks" will be posted more and more often.
Shunxin Agriculture, Tongce Medical, Pien Tze Huang, Yunnan Agriculture, Bubble Mary -- and maybe Bidiya, and maybe more.
The market will examine every investment of Henglong under a magnifying glass. If you guess it right, you will become a god, if you guess it wrong, you will be scolded.
But that's not his thing. He only needs to do one thing - continue to take action before others understand it.
As for how to interpret the market, that is a matter for the market.