逍遥jc

The mining results came out today, and this time luck was good, with one tail-end and one mid-tier both winning one lot. Probably the earliest blogger to suggest rushing into mining. Will watch to sell tomorrow—if it opens high and closes low, will exit in the grey market (with a 10%+ pullback). If it doesn’t open too high, will hold until the first day. For this kind without inclusion expectations, it’s mostly just gambling on sentiment. Hashkey’s greenshoe on the first day was strong, basically predicted yesterday, so it won’t be too embarrassing. But if you really don’t exit, then getting trapped is your own fault. Hashkey forcing it at the wrong time just shows they can’t hold on much longer without financing...

First, let me talk about the complaint over the weekend, which has been settled tonight. Complaining about other big Vs is understandable, after all, they have more fans and influence, but for a personal account with less than a thousand followers like me to get a complaint is just bizarre. Fortunately, the public and the WeChat review team have sharp eyes—right and wrong are clear to all. Saying all this, of course, doesn’t mean Huaren Biotech is definitely going to break its issue price. I just mean that with Futu’s fragmented domestic allocation, the situation isn’t great. Of course, if Huaren Biotech really surges and gets included in the index, it won’t affect me much—just means my win rate drops a bit. Still, I’ll say it again...

This is the third article about the six stocks collision in this round, still providing an additional option to give an explanation to the fans of the Fujian series. The last new stock of the Fujian series was Lemo Technology, and everyone should have made some profits. The biggest highlight this time is also it. Fujian series + unpopular + small-cap stock, will it create a miracle again? The track is decent, and tourism has been recovering in recent years. Friends with some spare money will go out for a stroll. But its performance was decent in the past few years, and it's a bit sluggish this year. 63 million in 2022, 137 million in 2024, rapid growth, but 55.88 million in the first half of 2025...

It's the end of the year, and it's time for the Hong Kong Stock Exchange to frequently list new stocks again. Today, four new stocks came at once, and we finally witnessed the phenomenon of six stocks clashing again. I remember it was around this time last year when we saw the spectacular sight of eight stocks clashing led by Brook. Let's talk about the situation of Guoxia Technology today. The issuer played tricks again, implementing an average allocation method for Group A and Group B, resulting in big gains for the one-lot investors and Group B leaders, while Group A tail and hammerheads became the biggest losers. Group A tail didn't win and lost 180 (100 financing fee + 400,000 at 6.8% financing cost)...

Today's deadline for Guoxia Technology ultimately did not choose to fight for financing, just touched dozens of hands to try luck. This stock is unlikely to win without going to Group B, Group A tail has a high probability of winning one hand, ideal scenario would be a 25% profit after entering, deducting financing fees + potential interest + handling fees, estimated to have about 250 left. Group B head might earn more, estimated around 1000 to 1500. The risk-reward ratio for Group A financing isn't high, Group B head is still acceptable. The reason for not fighting is the overpricing, market-based issuance is bound to break the issue price. Of course, there were rumors beforehand that the issuing institution had strong intentions to enter, but I didn't quite dare to trust it...

Today, the grey market price of Baoji Pharmaceutical opened high, dipped slightly, and then rose again, basically meeting most people's expectations, with a 114% surge, just one step away from inclusion. Since the grey market price didn't drop sharply, it means the traders are still aiming for the inclusion line. The circulating market value for inclusion needs to be 10 billion+ or even 11 billion to be safe, roughly around 66 to 73. I didn't sell in the grey market, thinking it's highly likely to be included unless the grey market price drops too sharply, in which case I might sell first. Since it didn't drop sharply, I'll hold on a bit longer. The official opening tomorrow might see a slight dip, but it's unlikely to fall below the lowest grey market price. Hold firmly until before inclusion...

Today, let's talk about the last-minute market manipulation of Zhuoyue Ruixin and the lottery rate of Baoji Pharmaceutical. Today, let's talk about the last-minute market manipulation of Zhuoyue Ruixin and the lottery rate of Baoji Pharmaceutical. Everyone should have seen the national placement of Zhuoyue Ruixin, which was only a pitiful 2.33 times, even worse than Tianyu Semiconductor and Naxin Micro. This multiple almost rules out the possibility of long-term institutional holding. The last-minute manipulation seems more like a short-term act to inflate market capitalization. I can only say that the 🐶 market maker really does whatever it wants. I was tricked into selling by such a market maker, and I admit defeat. As for whether it can maintain around HKD 10 billion, it all depends on the ability of market cap management and has nothing to do with its fundamentals...

Unknowingly, it's already the end of November, and it's time for the Hong Kong Stock Exchange to get busy. This time, two listings came at once, but neither has much supply. We'll analyze them one by one over two days. Today, let's first take a look at the fundamentals of Lemo Technology. In short, Lemo Technology is a leading Chinese operator of shared massage chairs and smart massage services. Through a 'direct operation + partner' model, it has deployed over 530,000 devices nationwide, serving high-frequency scenarios such as cinemas, shopping malls, and transportation hubs. A deep dive into the fundamentals shows the company's main business is self-service massage chairs, with revenue primarily coming from user payments...

Earlier we were still talking about whether this meme stock Quant Group would have a conflict, and we didn't want to invest if there was a conflict. What a coincidence, just then Haiwei Stock came along, and there was a major capital conflict. How should we choose? Since it's here, let's make the best of it. We'll first analyze Haiwei Stock's fundamentals before making a decision. In short, Haiwei Stock is a leading Chinese manufacturer specializing in capacitor films, positioned in the midstream of the capacitor industry chain. It ranks second in China by sales volume of capacitor base films and is deeply tied to downstream demand from new energy vehicles and new energy power. A deep dive into the fundamentals: Haiwei Stock was founded in 2006...

Last Friday, an innovative industrial company issued 100,000 lots, and everyone disliked it for having too much supply and didn’t want to subscribe. Well, this time they directly gave you a 2,670-lot quantitative offering. Each of Party A and Party B got 1,335 lots, and the estimated hit rate for the hammer is less than 8%. Surprised? Excited? More excitement is coming. This quantitative offering raised a total of 117 to 131 million, with listing costs of 118 million. Moreover, the fundraising purpose states that 5.8 million was raised for R&D and promotion. Does this mean it won’t be issued at the upper limit? The total cost of listing + fundraising is about 124 million, which is exactly the median issuance...

After experiencing multiple new stock breaking issues, there is finally a non-second-marriage stock coming. This time the window period lasted for more than a week. To get back to the point, let's start by analyzing its fundamentals. In a nutshell, Innovation Industries is a comprehensive energy and aluminum company mainly engaged in the production and sales of electrolytic aluminum and alumina, with a deep layout in green energy. A deep analysis of the fundamentals shows that the company is mainly engaged in alumina refining and electrolytic aluminum smelting. By internally supplying electricity and alumina to reduce production costs, the smelted aluminum is sold to downstream companies, including aluminum processing enterprises, alloy plants, etc., mainly related to the company Innovation New Materials...