The investment era of rebirth

Chapter 51 Lip Lighting
"Yes!" Su Yu nodded, "However, I can only guarantee that when I enter the market, I will try not to attract the attention of all parties in the market, but I cannot completely prevent the violent fluctuation of the stock price."

"After all, the 1 million-plus infusion you're asking for."

"For a small-ticket stock like Lipp Lighting, it is like a torrent, and it will be injected in a short period of time, and it is impossible to leave no trace at all."

"And, there is one more thing, I think, I need to remind you..."

Su Yu paused, and continued: "Stocks like Lipp Lighting have extremely poor liquidity. It is difficult to get funds in, but it is even more difficult to withdraw. Moreover, if more than 5 million funds are fully injected, it will not be a good deal for this stock. In terms of total market capitalization, whether it is the proportion of circulation or the proportion of total shares, it must exceed [-]%.”

"According to market regulations, if more than 5% of the shares are held, that is the company's major shareholder."

"Regardless of the increase or decrease in the secondary market, an announcement is required. That is to say, as long as the purchase volume in the secondary market exceeds the 5% shareholding red line, there is no way to hide."

"Can it be avoided?" Yang Hao asked.

Su Yu smiled and said: "Yes, but you need to distribute the funds in three or five unrelated accounts for scattered purchases."

"There is no problem." Yang Hao replied.

"What's more..." Su Yu stared into Yang Hao's eyes seriously, and asked again cautiously, "Are you sure it's the stock 'Lipp Lighting'?"

"Yes, what's the problem?" Yang Hao asked doubtfully.

Su Yu was silent for a while, speculated about Yang Hao's motives, and said, "No problem, I just think that from an investment point of view, the check from Lipp Lighting is very risky to invest in, even though you have already prepared to lose money." and the target is the equity of this company, but it still cannot conceal its characteristics of lack of liquidity, difficulty in getting funds out of the market, and great risk of loss. Under these characteristics, as your financial client, I naturally need to clarify repeatedly The investment goal you requested will avoid unnecessary disputes in the future."

"After all... in terms of this investment goal, I really don't have the confidence to make a profit."

"It doesn't matter." Yang Hao smiled and said, "I am a person who keeps my word and will not renege on my debts, and even if I lose money, I believe that with you, the God of Wealth, I will be able to help me in the secondary market sooner or later. Earn it back."

"I can find another opportunity for you to earn back, but the cost of hiring me to manage your financial management may only become more and more expensive in the future." Su Yu clinked glasses with him lightly, and then took a sip from the glass. Jiu said with a smile, "I'm afraid that after you lose a lot of money, you won't even be able to afford the cost of hiring me to trade for you."

Yang Hao chuckled and said, "Did you underestimate me? Anyway... I am also the young master of the Kumho Group, and I can't afford to hire you. Isn't that a joke?"

"I didn't underestimate you." Su Yu replied, "I'm just fully considering my own future'money', and I don't want to lose you, a big customer, in the short term. After all, it costs tens of millions or hundreds of millions of dollars. In the current market environment, it is still quite difficult to find customers of sufficient size.”

"Then help me get this done." Yang Hao said, "I will give you the trading account within three days."

"Okay!" Su Yu responded, "Anyway, I have fully warned you about the investment risks in the market, and the rest...except for market operations, it has nothing to do with me."

Yang Hao nodded slightly, and said: "Don't worry, as long as you can enter the market quietly, buy enough chips, and complete the trading task before this stock is suspended, I will not miss you with a reward of 1600 million. "

"With the good cooperation in the early stage, I still believe in Young Master Yang's reputation." Su Yu said with a smile.

After the two of them finished talking about the business, they chatted for a while, drank a lot of wine, and then dispersed. When Su Yu returned to the rental house again, it was already 12 o'clock in the morning.

Su Yu thought carefully about the conversation with Yang Hao tonight, and was not in a hurry to sleep.

Instead, he turned on the computer and began to check the information about the stock of Lipp Lighting.

Lipp Lighting, the main listed company, like Ancai Paper, is also a local enterprise in Yuhang, Zhejiang. Profits have fallen in both directions for four consecutive years, reaching the edge of ST.

It's just different from the asset-heavy road of Ancai Paper.

After the company's development entered a difficult situation, Lipp Lighting has long since shed the burden of heavy assets, and transformed the company from an independent production and sales model to a commissioned production and OEM sales model. Therefore, despite the impact of business, revenue, and brand All aspects of its strength are declining and it has lost its market competitiveness, but its internal debts and financial pressure are still much lighter than that of Ancai Paper.

And, in terms of asset restructuring...

That is to say, if the company cannot continue to operate and needs to sell its shell, compared with Ancai Paper, Lipp Lighting is undoubtedly cleaner and easier to carry out asset restructuring.

Let’s look at the overall market value and shareholding structure comparison of the two...

The market value of Lipu Lighting is lower than that of Ancai Paper, only 8.2 million, and because it was listed earlier, it has undergone equity reforms, and its shares are in a state of full circulation, with no restricted shares; and in terms of equity structure, institutions have completely withdrawn , Tong Changshun, the actual controller and chairman of the group, holds 28.7% of the shares, his daughter Tong Ruoling holds 5.23%, and the rest of the executives hold less than 6%. The rest of the shares are relatively concentrated, which is conducive to the advancement of the backdoor party's negotiations on asset restructuring.

In other words, no matter how you look at it.

If Kumho Group wants to choose the target of backdoor listing in this time window, Lipu Lighting is far more suitable than Ancai Paper.

and……

Su Yu guessed, seeing how anxious Yang Hao was.

Most likely, Kumho Group is already preparing to contact the actual controller of Lipp Lighting, which is the Tong family.

As for the original trajectory in his memory, why Kumho Group finally gave up the shell company Lipp Lighting and chose Ancai Paper, which cost more in asset restructuring and higher listing costs, he did not know.

"With a market value of 8.2 million, excluding Tong's father and daughter, as well as the senior executives, and the shares held by many small shareholders, only about half of the 4.1 million chips are actually circulating in the secondary market. " Su Yu stared at the situation of Lipp Lighting's stock market, and frowned, "It's really difficult to get 1600 million US dollars in a short period of time, which is almost 1.1 million funds, without attracting extreme attention from the market! "

Moreover, it is even more difficult for Su Yu...

It is this stock, after a continuous decline, the lock-up is endless, and the daily turnover has shrunk to below the tens of millions, basically losing liquidity completely.

Let alone 10 million funds, even [-] million funds go in.

That would have caused a shocking commotion.

What's more, with the passage of time, Su Yu estimated that the news of Kumho Group's contact with Lipu Lighting will definitely spread. After all, there is no strong force in the world.

In this way, at that time, there will definitely be other funds coming in to grab funds and bet on asset restructuring.

This even increased his admission pressure in disguise.

So, in general...he doesn't have much time to build a position, and there is very little room for maneuvering.

"Sure enough, the 1600 million trader's remuneration is not easy to get!" Su Yu sighed, thought for a moment, and secretly said, "With the information on the market and the historical trend of the early stage of Lipu Lighting, if you want to start from the inside, I'm afraid It is impossible to achieve the goal, so... then we can only try to cut in from the outside."

Such so-called market junk stocks have never been short of bad positions.

Su Yu thought for a long time, thinking that he could first collect some real bad information about this company, and then when the market rebound is over, or when the related industries and policies are obviously bad, he will cooperate with the bad news in the market, and then concentrate on manufacturing from outside the market. The company is negative, which creates a panic effect among the retail investors who hold shares in the market, enlarges the trading volume, and then enters the market to take the bargaining chips. There may be a chance to get huge funds in without anyone knowing it.

Of course, even with all kinds of unfavorable cooperation...

It is still extremely difficult to quietly and continuously take in 4.1 million chips in a circulation of only 1.1 million at most.

It’s just that, through this kind of bad news, combined with the harsh market environment, finding the right time, taking advantage of the panic in the market, and taking advantage of the rapid decline in stock prices, the method of passively taking orders and taking in chips is far more than direct and active buying. , is more confusing, and less likely to leave traces on the disk, causing more people to pay attention.

"The opportunity..."

After thinking about it carefully, Su Yu locked on to this trading method, and secretly said: "Even if you cut in this way, you still need to cooperate with the extreme macro-benefits of the market. It is best to have a continuous market plunge, so... …the money comes in, and it’s smooth and unobtrusive.”

Thinking about it, Su Yu stared at the historical K-line of the Shanghai Stock Exchange Index and the macro information of the market.

Relying on the past life memory in my mind, I recalled it carefully, trying to find out the slightest chance of success.

"Macro market bad will only happen at the end of June, and the end of the market rebound and the arrival of the second bottom will most likely happen in June. In the short term, there should be no chance." Su Yu rubbed Looking at his own temple, he secretly said, "Now, it seems that we can only take one step and look at one step."

After all, things are changing.

Moreover, the target of Kumho Group's final backdoor is not this stock.

Su Yu thought that if the timing was not ripe, or if Yang Hao changed his mind in advance, it would be fine for him not to earn the 1600 million trading rewards promised by the other party.

Thinking about it...

Su Yu turned his mind around, sorted out his thoughts, and decided to set the temporary goal on the stocks and funds he is currently operating, and make the money in front of him first.

(End of this chapter)