Rebirth: The Financial Giant

Chapter 145 [Expanding the layout (673)]

In the conference room, Lu Ming seemed to be a little tired from standing. He moved a chair and sat down, holding the wireless microphone and said:

Listed companies in the concept of photovoltaics focus on LONGi, Xiandao Intelligence, Yangshangdianyuan, Zhengtai Electric, Zhonghuan, Shanan Optoelectronics, Huichuang Technology, Tongwei, and Guodian Nanrui. These listed companies are all It is the core asset target of the industry with high growth potential that I am very optimistic about.”

Several fund managers in the conference hall who were in charge of Tiansheng's flexible allocation of these five closed-end funds were very serious, and Lu Ming's votes were all focused on memos.

This is a series of targets that have been screened and filtered by BOSS, including the previous semiconductor-related industries. At the level of BOSS, these targets have to be valued, which has great reference value for the next trading of closed funds.

Even this is the code of wealth.

In the operation of the five closed funds, especially the trading operation, Lu Ming will not forcefully interfere with the fund manager's decision, but will provide his own views and suggestions to the trading fund manager in the form of a consultant.

In the end, it is the fund managers who make up their minds.

For unlisted companies in this industry... When Lu Ming said here, the people from the PE and VC investment and research departments who attended the meeting began to focus on recording. Lu Ming continued: Mingyang Intelligent, Jiejia Weichuang, Fulai Special, Shangji Numerical Control, Nanwang Energy, these five targets I want to enter in Tiansheng, and other non-listed companies can’t look at the scale.”

People in the PE and VC investment and research departments have memorized it. The BOSS, a non-listed company named, clearly said that it will get on the primary market.

Lu Ming looked around the crowd: As for the new energy sector, listed companies focus on Biyadi, Ganfeng Lithium, Tianqi Lithium, Huayou Cobalt...

The fund managers made key notes one after another. Lu Ming ordered more than 20 companies. The people present were very impressed with the five bodies that BOSS had already admired. They really knew all the listed companies in Big A. Are you done?

No, there are also unlisted companies.

Everyone is very curious, how did Lu Ming finish his homework? If you click on a company, you can explain its fundamentals, industry status, and so on.

BOSS is only 24 years old, this is too scary.

What everyone was thinking about Lu Ming didn't know and didn't care.

It is worth mentioning that Lu Ming is not worried that the votes he ordered to invest will be leaked, and someone will definitely leak it out in an anonymous way.

But it doesn't matter, it's a good thing.

Because before others are ready to enter the market, they will definitely do their own research. Lu Ming is optimistic that it is just an important reference. When they understand it, Tiansheng Capital has already lurked in and let them in. Why not lift the sedan chair?

Moreover, Lu Ming has ordered so many votes, listed and unlisted ones, others will be dizzy when they see it, and the research can't be adjusted.

Although Lu Ming has a lot of influence now, he has not yet reached the level of influence of the stock god Buffett. The stock god is a real god, because it is the belief of too many investors, any junk stock can take off in minutes. .

Of course, the stock gods don't dare to mess around casually, and it's not worthwhile to destroy their beliefs.

Lu Ming: As for the non-listed companies in the new energy sector, it seems that three votes are important, Ningde Times, Enjie and Pu Shi Lai, especially Ning De Times, although it has only been established for five years, this new The energy startup company, Tiansheng Capital, must get more than 20% of the equity.

Everyone is quite surprised, BOSS is so optimistic about this company?

At this time, Li Mingyang couldn't help saying: Mr. Lu, so many companies have to invest, our company's cash flow is not enough...

Lu Ming said calmly: Money is not a problem, as long as I open my voice and shout that the money is spent... someone will send the money right away.

Confident and domineering!

The crowd couldn't help but burst into laughter.

During this time, Lu Ming received many private calls from investors asking if they were short of money. Among them, Chaoyun Trust, Wanxiang Group, and especially Chaoyun Trust, which had tasted the benefits, Lin Qiang called every two weeks to ask. The liquidity of Tiansheng Capital is tight, and Chaoyun has tens of billions of funds. I don’t know where to live, and I want to live in Tiansheng Capital.

In short, Lu Ming really has no shortage of LPs now, and a large number of big customers are waving their banknotes and wanting to give him management.

Although he is too young, people who are unfamiliar may have concerns, but Wang Yue and Lin Qiang, who were the first to deal with him, the more they have dealt with him, the more they realize that Lu Ming cannot be treated as a peer. This is a top player who appears to be young but is shrewd to the core, the kind that is no less than an old fox in his 70s or 80s.

After understanding, hand over the money to such people, Chaoyun, Wanxiang and other institutions can rest assured and steadfast.

In the conference hall, Lu Ming looked at the time and unknowingly had been talking for more than an hour. He picked up the microphone and said again: Let's talk about the domestic consumer goods that are necessary. This is a good track and is not affected by the international environment. , I speak quickly!

Lu Ming paused for a while and then said: Bearing the brunt of the big consumer category is baijiu. The leader of baijiu is undoubtedly Maotai, with a market value of more than 300 billion. Some people say that Maotai is about to collapse, and its value cannot support the huge 350 billion yuan. Market value, which I strongly disagree with.”

If you say that Maotai has no value, is LV valuable? Why is a bag so expensive? Maotai is not wrong with wine, and there is nothing wrong with high gross profit margin! But this is our culture, the more you save, the more valuable the market recognizes. Is it not recognized by the world market that LV bags are so expensive? Mao Ti is also the same. What he drinks is not alcohol, but what he drinks is the so-called taste, what he drinks is the so-called common belief, and what he drinks is the so-called status of the 1%. .

So Maotai is a luxury, not a consumer product for ordinary people, and luxury goods are often very profitable in the world. The rise of Maotai, the leader, will drive the rise of high-end liquor companies such as Wuliangye in the country. Why? ? As long as the price of liquor does not fall across the country, there will be an anchor, and what is the reason and logic for the decline of other liquors? Right!

Another internal logic to be optimistic about high-end liquor is the continuous amplification of world inflation. High-end liquors like Mao Ti and Wu Liangye are more valuable the longer they are aged, so to a certain extent, they can fight inflation and play a role in preserving asset value. The market must also accept this logic.”

Li Mingyang and others who were present did not forget that the BOSS Tiansheng value growth mix is ​​Zuo Maotai and right Laojiao, with Wu Liangye in the middle, that is appropriate.

...

(Ps: In order to thank the leader of Learning is boundless and the book is boundless [4/5]...Help me up (wipe the blood from the corners of my mouth. See if you can change the mantissa 73 to 100...)