Rebirth 76: Industrial Internet Empire

Guo Kexin nodded with a wry smile, and then said in a somewhat angry tone: "You don't know how annoying he is! He doesn't look like a rich man, but in his words and deeds, he has such a contempt for money. His dung-like aura and confident self-confidence are really irritating, and they piss me off to death!"

Only then did Lin Xi understand that this little girl felt that her IQ had been insulted. Especially for financial and securities practitioners, what they fear most is that this kind of crushing on IQ will make you constantly deny yourself.

Just imagine, if you can’t even understand your opponent’s operating logic, how can you take the most appropriate response?

For a proud and arrogant graduate from a prestigious school like Guo Kexin, there are only two types of people who can make her unable to understand the logic of operations: one is a gambler who loses his mind and loses his mind, and the other is a person who knows nothing about stocks. idiot...

Obviously, Yang Mo is not such a person. With Guo Kexin's professional knowledge, Yang Mo's first bet on Wharf was not a blind cat encountering a dead mouse. After his reminder, Guo Kexin instantly figured out the logic.

But Hutchison International is different. Although Hutchison also owns a lot of idle land, it has suffered from successive investment failures and it is hard to recover. It is on the verge of liquidation. Yang Mo has high-quality chips in his hands, but he has retreated bravely to pursue such a company that no one cares about. Stocks, if she cannot understand the logic, her pride will no longer exist, and she will even begin to suspect that she is in the wrong industry!

Lin Xi comforted: "Maybe I was right once, and I just got it wrong this time!"

Guo Kexin shook her head: "His investment logic seems unbelievable, but after careful analysis, it makes sense. It's just that it's hard for ordinary people to think of this level, but this time it left me completely confused..."

Although Lin Xi was not a financial practitioner, she understood Guo Kexin's mood. After pondering for a moment, she decided to follow Guo Kexin to see this strange young man!

At 05:30, Yang Mo appeared at the gate of the stock exchange on time. Guo Kexin took Lin Xi out of the gate and said apologetically: "Mr. Yang, I'm sorry, a friend came over temporarily. Let's meet tonight. Do you mind?" ?”

Yang Mo looked at the pretty Lin Xi and joked: "The more friends you have with such a beautiful girl, the better!"

Guo Kexin then asked: "How did Mr. Yang get here? Did he drive?"

Yang Mo laughed at himself: "I came here by tram, but now I can't even afford a wheel!"

Guo Kexin burst into laughter and said, "The money in your account is enough to buy a nice car!"

Yang Mo said seriously: "The money in the stock account is just a number. It doesn't belong to you until the game is over."

The three of them soon arrived at a high-end restaurant near Central. While waiting for the food, Guo Kexin couldn't wait to say: "Mr. Yang, I really want to know why you suddenly sold off Wharf and switched to Hutchison? I hope you will be generous. Please teach me!"

Yang Mo pondered for a moment and then asked: "What is the main business of Jardine Matheson?"

Guo Kexin replied: "Real estate, international trade, and retail are also involved."

Yang Mo smiled and said: "Jihe Matheson and Cheung Kong Holdings are leading British-funded and Chinese-owned companies respectively. Their main businesses have almost no complementarity. It is said that one mountain cannot accommodate two tigers and it is difficult to coexist. It is impossible for Li Chaoren to not have thought of this. , if they all want to control Wharf, they will fight to the death!"

Guo Kexin said in surprise: "Wouldn't it be better for you to continue to hold Wharf and wait for their subsequent fundraising?"

Yang Mo continued: "You should notice that in the past two years alone, Changjiang Industrial has joined forces with other Chinese real estate companies to acquire several pieces of land. If they want to establish their position in the real estate industry, they must build a representative It is a landmark building, and the battle line is very long. Their capital chain cannot actually support a tug-of-war with a leading British company like Jardine Matheson. The result of the fight between the two tigers can only be that both sides will lose, and there can only be one side. opt out!"

Guo Kexin asked: "I understand. As long as one party compromises and the acquisition is completed, Wharf's stock price will fall quickly. Who do you think will take the initiative to compromise?"

Yang Mo, however, raised his head and looked out the window, and answered the question unintentionally: "Has the land at Central Station entered the bidding process? Can you check which companies are bidding?"

Guo Kexin was very smart and blurted out: "Are you saying that Li Chaoren is preparing to find another battlefield? Withdraw from the battle for Wharf's equity?"

Yang Mo smiled and said: "Wharf is now a favorite in the eyes of major real estate developers. The dispute between Chinese businessmen and British capital has attracted the attention of most real estate developers. The best result is that both sides take a step back and let there be no interests." A third party with conflicting relationships controls Wharf!”

After Guo Kexin pondered for a long time, his beautiful eyes suddenly lit up and he blurted out: "King of Chartered Ships! In his eyes, the most valuable thing about Wharf is the Kowloon Pier. He can use the deep water port there to build a shipyard. There is no conflict of interest with either party. !”

Yang Mo smiled and said: "You can teach me! This is a perfect acquisition that can be written into a business case. Li Chaoren planned the Wharf in advance and hyped up the acquisition. Both parties rushed to raise funds at all costs. The shipping king with abundant cash flow was originally a Wharf. One of the shareholders saw the hope of taking over the Wharf. At this time, Li Chaoren retreated and transferred the chips he had "hard-earned" to any party at a premium. Not only did he make a lot of money, but the funds raised were also transferred to other parties. Participate in the bidding for the land in Central and win in one fell swoop!”

Guo Kexin also suddenly realized: "In this way, the Land Company under Jardine Matheson has been dragged into the anti-takeover war of Wharf. Lee Chaman's bidding for the Central land parcel has lost one of its strongest opponents!"

Yang Mo smiled and nodded...

After Guo Kexin cleared her mind, she continued to ask: "But what does this have to do with your heavy position in Hutchison? Regarding Hutchison, I heard a colleague talk about a senior named Cao. Mr. Cao was famous for successfully predicting the "stock market crash" in 74. After becoming famous, when the Hang Seng Index plummeted from more than 1700 points to around 290 points, he used all his wealth to buy Hutchison at the price of 5.8 yuan. However, it backfired. A few months after Mr. Cao bought Hutchison at the bottom, It plummeted to 1.1, and Mr. Cao was liquidated and out of the game!”

Yang Mo said: "Hutchison has indeed suffered losses in the past two years, but their self-rescue style has been very successful. Especially this year, they raised funds to purchase additional shares in Watsons and Huangpu Dockyard. These two potential companies have gained from related companies. The company has become a subsidiary, and as expected, Hutchison International will most likely turn losses into profits this year!”

At this point, the arrogant Guo Kexin was completely convinced. Yang Mo continued to talk: "After Hutchison International completes the capital increase in Huangpu Dockyard and Watsons, it will also be involved in the retail industry, finance industry, shipbuilding industry, and more importantly, , after this series of arm-breaking attempts to survive, Hutchison and Wharf have one more thing in common, what do you think it is?"

Guo Kexin blurted out without thinking: "Share ownership is dispersed!"