Rebirth 76: Industrial Internet Empire

Wednesday, November 1985, 5.

The Tokyo Daily Economic Express published a special commentator's article on the front page: The real estate feast is about to begin, are you ready?

"Let's look at a set of data first. In 1979, Japan's foreign trade surplus was US$19 billion. This year, its foreign trade surplus has reached nearly US$600 billion, surpassing the Federal Republic of Germany and Saudi Arabia, becoming the world's largest creditor nation!"

"The Japanese stock market rose from 6000 points to 1250 points during this period, while the real estate index only rose by less than 5 percentage points during the same period, still hovering in the 105-110 range. It is even more incredible that urbanization has only increased in 10 years. 1.5 percentage points..."

"Are our houses enough to live in? Obviously not. Japan's land area is only 37.8 square kilometers, but its population is close to 1.2 million, with a population density of 320 people/square kilometer, far exceeding that of developed economies such as the United Kingdom and Germany, with a per capita area of ​​17 square kilometers. Housing is far lower than that in developed countries in Europe and the United States..."

"In the past ten years, Japan's economy has ushered in a period of rapid growth, becoming the second largest economy in the world. However, investment in the entire construction industry has only increased by 15%. It is obvious that in the next few years, the real estate industry will become Japan's new economic engine. As the real estate industry takes off, the distribution of social wealth will also be reshuffled. This is an opportunity given to everyone by the times, are you ready?"

……………………………………………………………

The extremely provocative article, coupled with the long-awaited signature of "I am not a stock god", suddenly reminded readers of the accurate prediction of the Japanese stock market a few years ago. The stocks that this mysterious commentator said would definitely rise are now The growth rate exceeded 300%, with the highest growth rate of Sumitomo Metal Mining reaching an astounding 1500%...

Yang Mo took advantage of the situation and began to pull up the three leading stocks such as Sumitomo Real Estate, Mitsubishi Estate, and Mitsui Fudosan. Other Zhiyuan affiliated companies also began to make efforts to pull up representative stocks such as Tokyo Kyuko, Daiwa House, Nomura Real Estate, Tokyo Estate, and Ginza Real Estate. Real estate stocks.

A large amount of follow-up funds immediately entered the real estate sector to compete for funds. The real estate sector, which had been dormant for many years, suddenly made large-scale collective changes, attracting the attention of all investors.

Senior investors immediately linked to the linkage between the semiconductor sector and the biopharmaceutical sector a few years ago, and began to enter the real estate-related sector to compete for chips.

Kumagai Corporation happened to issue a board announcement at this juncture: Kumagai Corporation has developed well after completing its asset reorganization. During the Tokyo Real Estate Development Salon, it received multiple commercial and residential design and construction orders!With the unanimous approval of the board of directors, the company has recently made major strategic adjustments and plans to raise 48 billion yen through private placement to acquire the entire equity of Nagano Construction Co., Ltd....

HSBC Bank Tokyo Branch.

As usual, CEO Jonathan, the first thing he does when he comes to work every day is to read the newspapers on his desk while holding a steaming cup of coffee.

To Jonathan's surprise, in the past few days, major newspapers were full of news about real estate. Jonathan raised his head and looked at his secretary Elena, and asked in surprise: "Elena, what happened? Why is everyone Is it real estate news?”

"Your Excellency, President, this is an article published in the Tokyo Daily Economic Express a few days ago. All the hot discussions about the real estate market started from this article..." Elena turned and took it from the newspaper rack. Jonathan said after handing a newspaper to him.

After Jonathan took the newspaper and read it carefully, he asked even more puzzledly: "There is nothing special about this article! It just simply listed some data and then added some subjective conjectures of his own. Why did it cause such an uproar?" Woolen cloth?"

"Your Excellency, please take a look at the signature of this article..." Elena prompted.

"I'm not a stock god? I seem to have seen this name somewhere?" Jonathan muttered to himself.

Elena nodded and said: "Yes, Mr. President, it was this newspaper that accurately predicted the surge in the biopharmaceutical and integrated circuit sectors twice in a row. The author of the article happened to be this. I am not a stock god, but now that several years have passed, he The predicted stock price increases are basically more than 300%, with Sumitomo Metal Mining having the highest price increase of 15 times..."

Jonathan fell into deep thought. After a moment, he raised his head and said thoughtfully: "Elena, I remember that before the collective change in integrated circuit stocks, it happened that Li Heping, the president of Qianhai Asset Management Company, held 30% of the shares of Zhiyuan Steel Company. , borrowed US$1.5 million from us, and most of the funds were invested in the stock account of the Tokyo Stock Exchange..."

"No? Are you saying that Mr. Li Heping from Qianhai Asset Management Company is the driving force behind the surge in the integrated circuit sector?" Elena said with her eyes widened.

"I can't tell, it's just an intuition, maybe it's just a coincidence!" Jonathan said.

"Mr. President, when you say this, I think of one thing. Ms. Kishida Mie, the president and editor-in-chief of the Tokyo Mainichi Business News, happens to be the lover of Mr. Li Heping, and the popular Japanese game company Kishida is This was founded by Mr. Li Heping and the family of President Mie Kishida..." Elena continued.

"So it is possible that Qianhai Asset Management is the driving force behind the collective surge in integrated circuit stocks! Do they want to repeat such a miracle in the real estate sector this time?" Jonathan said to himself.

Thinking of this, Jonathan's thoughts gradually became clearer. He stood up suddenly and issued a series of instructions: "Elena, ask the investment department to pay close attention to the real estate sector, take advantage of dips and wait for opportunities to build positions. The credit department will increase investment in the real estate industry. Optimize the financing approval process for real estate companies, and shift the business focus to personal real estate mortgage loans and the issuance of trust funds for real estate companies. In addition, make an appointment for me with Mr. Li Heping, I want to meet with him as soon as possible..."

Chiyoda-ku, Tokyo, Qianhai Asset Management Co., Ltd.

Jonathan took Elena to visit him in person. Looking at the hurried staff and the ringing of phones, Jonathan couldn't help but feel alarmed. In just a few years, the development speed of Qianhai Asset Management was really astonishing.

After receiving Elena's call to make an appointment to meet, Li Heping and Yang Mo analyzed Jonathan's intention and discussed the next plan...

After a simple exchange of polite greetings, Jonathan gently raised his palms and praised: "Mr. Li's series of operations are breathtaking. What a generous move!"

"Big deal?" Li Heping asked in surprise.

Jonathan chuckled and said: "The land auction market frequently competes for land at premium prices, acquires construction companies Kumagai Shoji, sets up real estate development salons to integrate suppliers, and the royal writer Tokyo Daily Economic Express builds momentum... If I guessed correctly, Qianhai The asset management investment team should have already established a large-scale position in the real estate sector, right?"