Chapter 154: Stock God Carnival (Part 2)
Amidst the clamor, a somewhat arrogant young man in a suit stepped onto the stage, looked down at the audience, and said:
"Dear leaders, fellow stockholders... Hello everyone... Thank you, S City Metropolitan Newspaper, for providing such a great platform where I can discuss investment philosophy with you all..."
"A lot of people say I'm too arrogant and proud... I used to just laugh it off and never responded, but now, I want to say, the reason I'm arrogant and proud is because everything I said has come true!"
"I once said that the threshold for the top five real estate companies was 200 billion yuan! A year later, it was achieved. I also once said that Sunac China would break into the top five of the top 100 companies, and a year later, it was achieved. Now I can responsibly say that Sunac China's future is 88 yuan, with a market value of one trillion yuan! This will definitely come true!"
Having said that, Cheng Haifeng paused, pressed his finger lightly on the podium, and a PPT appeared on the huge LED screen behind him.
The PPT was very beautifully produced, with extremely detailed data and dozens of pages.
He continued while scrolling through the PPT:
"Because its land reserves are worth two trillion yuan, its sales this year are 362 billion yuan, its profit margin is around 12%, and its sales growth rate this year has reached 141.29%! We all know that sales are only settled two years later, so they are just cash in the pot. However, we can use this data to infer future performance... Its dynamic PE is currently in the single digits. Even with the most conservative estimate, if the real estate market does not grow in the future, this land reserve will be sufficient to support its development! These data are all real and verifiable, and these principles are universally recognized!"
“So, a trillion-dollar market capitalization is not a dream, but a destined reality!”
"In my investment career, I spent the first five years immersed in researching corporate fundamentals, reading at least 500 financial statements every year. The next five years, I surveyed A-share listed companies and narrowed my focus to the real estate sector..."
"This is because real estate is a pillar industry in every country. Buying a house is a gamble on the country's destiny. Buying a house is an investment in the future! I firmly believe that we were born in a great era, we were born in a great Guo Jia. I chose the best industry, which inevitably determines that I will achieve the best results!"
"Two years ago, my investment performance was 50%, and last year, my investment return rate reached 600%! I believe you can do it too! You definitely can!"
“Thank you everyone!”
Cheng Haifeng bowed and walked off the stage.
In the audience, stock investors stood up and applauded like thunderous applause.
“Buy China! Go all in on Sunac!”
"Support the stock god! Long-term investment!"
"Great times! Great investment! Buying stocks is investing in the nation's destiny!"
I don’t know who started it, but one after another, stockholders shouted out their insights, and in an instant, the entire conference room was filled with noise.
The host hurriedly stepped onto the stage, soothed her with both hands, and said:
"Everyone, please be quiet. Mr. Cheng's sharing is very helpful to everyone. If you have any questions, you can follow Mr. Cheng's account. If you are interested in Mr. Cheng's investment system, you can scan this QR code and buy a copy of his newly published book. As the saying goes, reading is beneficial. It's only a dozen yuan, not expensive."
As he spoke, he moved his finger and a huge QR code appeared on the LED screen. In an instant, dozens of investors stood up and held up their mobile phones to scan it.
Those who were able to come to the scene had a net worth of no less than one million or several hundred thousand, so they would not be stingy with the mere dozen yuan. They scanned the code to place orders, and a series of "beep" sounds were heard in the venue.
Lin Menghan also took a look and saw that the title of the book was "Great Era, Great Real Estate" and it was listed on JD.com.
Without hesitation, she also placed the order.
Afterwards, the host changed the background image to "Folk Stock God Carnival" and said:
"Next, we'd like to welcome our second guest today, Mr. He Wensheng. Mr. He has deep insights into finance, especially the banking sector. He's also a long-time influencer on Taobao.com. Two years ago, he discerned a bright spot in China Merchants Bank and invested heavily in it with leverage, earning him a return of over tenfold..."
Before the host finished speaking, another round of surprised sounds came from the audience.
"What? Even Teacher He is here!? If you ask who has the most profound research in the financial industry, it has to be Teacher He. I first got into investing by reading Teacher He's articles! I'm so lucky to be able to meet Teacher He today!"
"Yes, yes, yes! I have been following Mr. He's investment strategy. Not only did I avoid the 2015 stock market crash, I also avoided the sharp drop in the ChiNext market. My principal has tripled so far! If it weren't for Mr. He's articles, which encouraged and cheered me up, I wouldn't have been able to hold on for so long, nor would I have made so much money. Mr. He is a well-deserved stock god!"
"When investing, you should learn from Mr. He, who wields a heavy sword without a sharp edge. Bank stocks may seem slow to move, but they're steady and far-reaching. Up to now, their gains are no less than any other sector! The key is the high dividends, which offer peace of mind and worry-free investment!"
"Teacher He, where are you?!"
Everyone looked up and soon a middle-aged man in his forties came up. He was wearing a suit and glasses. He was well-mannered and spoke with full energy.
"Dear leaders, fellow investors, good morning... I'm delighted to be here sharing my investment experience with you, but also a bit nervous... Due to my work, I've chosen to invest in the financial sector, particularly bank stocks... While investing, I've also written some analysis articles, and I've been surprised how much everyone has enjoyed them... Thank you all..."
After saying that, He Wensheng stood beside the rostrum and bowed.
It attracted praise from many investors in the audience.
"Look at his magnanimity, look at his broad mind... He's truly a man of great generosity. No wonder he's such a successful stock trader."
"Oh my, so stock trading is someone's side hustle. I never thought someone could do their side hustle thousands or even tens of thousands of times better than my main job!"
"Because of this sincerity, I paid attention."
He Wensheng spoke slowly and modestly, and instantly gained a lot of fans.
Li Feng also felt a sense of closeness in his heart.
When it comes to stock trading, attitude is very important, and humility is a compulsory course for every successful stock investor.
Because in the stock market, individual power is really too small, one must learn to respect and fear the market.
Li Feng searched for He Wensheng's account and found that he was a big V with 500,000 followers. Looking at his past posts, each post had thousands of replies, hundreds of thousands, or even millions of views.
At this time, He Wensheng had returned to the podium. He moved the mouse with his right hand, and a set of PPTs appeared on the huge LED screen. The PPTs were full of text and tables.
Price-to-earnings ratio, dividend yield, interest rate spread, capital adequacy ratio, bad debt, capital cost, loan interest rate, cost-benefit ratio, current account interest rate... there are dozens of items in total.
"Hello fellow investors! Past performance is just a memory. We should invest with an eye toward the future. Bank stocks have indeed risen significantly, and many investors are feeling a bit overwhelmed. But let's look at this data: the average P/E ratio for banks in developed countries is around 15 times, while in China it's only around 8 times—less than half!"
"Looking at this set of data, the quality of our domestic and foreign banks is obviously better. This shows that our Guojia bank stocks are not only lower valued but also of better quality. There should be room for growth."
"In addition, to better analyze bank stocks, I compared nine domestic banks based on thirteen indicators, including PE, capital adequacy ratio, dividend yield, bad debt, and interest rate spread. I then quantified and scored them. I then selected the banks with the best scores and held them. I then rolled over my portfolio based on changes in the scores..."
"My strategy isn't based on idealism; it's based on strict criteria. I've backtested it, and holding bank stocks according to this strategy will yield double the returns of holding just one bank stock! You can follow my account now; I've just shared this PPT with everyone."
"Learning never ends, and the stock market is endless. I hope my speech today can be helpful to everyone."
“Thank you everyone!”
He Wensheng walked off the stage.
The stock investors in the audience were instantly shocked.
"Teacher He, you are so selfless! You shared the data you worked so hard to compile with us!"
"Teacher He is so humble and generous that he directly posted his investment strategy online. It is a blessing for us retail investors."
"Quick, pay attention to Teacher He!"
There was another round of noise from the audience.
Lin Menghan also searched for He Wensheng's account and followed it.
At this time, the host came on stage again.
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