Hong Kong's new giants

Chapter 763 [2009 Years]

Time flies, and it is 2009 in a blink of an eye.

Friday, April 1.

In the office of New Era Group, Lin Zuhui leaned on a chair and thought. It turned out that he found that 'money can't be spent'.

After the financial crisis, New Era Group launched a bargain-hunting model, mainly focusing on three areas: real estate, hotels, and mining.

In terms of real estate: office buildings, shopping centers, and commercial real estate management companies in Europe and the United States are all targets; in Asia, they are mainly concentrated in Hong Kong and the mainland, and have also entered the commercial real estate fields in South Korea, Singapore, and Southeast Asia.

In terms of hotels: Langham Hospitality Group will shift its development focus to Asia. Of course, it does not rule out investing in luxury hotel projects in Europe and the United States. Generally speaking, the hotel industry has entered a stage of stable development and will no longer vigorously expand.

Mining: Taking advantage of the global financial crisis, New Era Group has increased its investment in the mining sector. Of course, it is mainly based on holding shares and does not strive for controlling rights; the current investment direction is iron ore (Vale 5%, FMG12.5 .[-]%), lithium mines, and a small amount of investment in other veins.

Especially in the layout of lithium ore, New Era Group has done a very good job. It has a lot of equity and voice in Chile, Argentina and other South American regions.With the development of Nanfu Power in the "electric vehicle battery field", "Times Mining" will have a greater say in the global lithium battery field.It can be said that the layout has been made many years in advance, and before China and the United States have reacted, Times Mining has already established a huge network of relationships in the field of lithium batteries.As for whether he will encounter pressure from the government, Lin Zuhui is not worried at all, because Times Mining is only a shareholder director, not a controlling person, and has also established a deep friendship with local companies.

Lin Zuhui tapped on the table, he still felt that the New Era Group was "restricted", and couldn't help but compare it with Li Chaoren's current or future industries.

Only compare with 'New Era Group' and 'Changshi Group':

The layout of the Changshi Department in the energy field is very scary and very proud, from oil (Husky), electricity, to water treatment, etc., from the United Kingdom, Canada, to Australia, Israel, the United States, etc.In these aspects, Lin Zuhui is willing to bow down, because he does not have the two signs of 'Hutchison Whampoa' and 'Husky', otherwise he can do better.After all, Hutchison has British capital, and Husky has Canadian capital.

The layout of Changshi's retail field is also very respectable. There are thousands of Watsons stores around the world, and the number of stores in the mainland alone is about to break through 800.As the largest cash flow of Hutchison Whampoa, Watsons is a very huge asset.

The above is the Changshi system, which is more powerful than the New Era Group.

Of course, New Era Group also has more to be proud of:
In terms of real estate: 'Amazon Shopping Center' is the top three retail real estate companies in Europe and America; 'Canary Wharf Group' is the largest commercial real estate company in Europe; 'Futura Real Estate' has a large office building in North America and is also the best commercial real estate management company One of them; 'New Era Business Management' is the largest commercial real estate company in Asia. It owns office buildings or shopping centers in mainland China, Hong Kong, South Korea, Singapore, Malaysia, Thailand and other regions.Commercial real estate, as the industry with the lowest investment threshold in the world, does not have a high rate of return. However, with Lin Zuhui's methods of "buying bottoms, "doing T" and efficient management, New Era Group has achieved the highest return.

Shipping: After selling a large number of "ships for leasing", "Times Shipping" is still the leading giant of Maersk Group. From container transportation, oil and gas transportation, ore transportation, to port/land transportation, logistics/tugboat, it has formed a Huge group.

Beverage and Food: This is the future of New Era Group.Jinmailang, Dicos, Wanglaoji, Red Bull, and Nongfu Spring have become the "early five tigers" in the mainland, and they can also contribute billions of Hong Kong dollars in profits.Coupled with condiment brands such as Totole and Yeoh Hiep Seng, it can be said that the assets are huge.At the same time, in recent years, 'Hengchang Beverage and Food Group' has acquired many overseas brands and expanded its business to the world.

Beer and spirits: Times & Newcastle Beer Group, this is a [-]-billion-level beer group, ranked fifth in the world, the sales volume is the first in India, Russia, the United Kingdom, and France, the sales volume is the second in China, and it monopolizes the market in Xiangjiang. Southeast Asia also has a large share.As for spirits, investment opportunities will be sought in the future.

Telecommunications industry: Hong Kong Telecom and Australia optus are respectively the number one and number two telecommunications brands in Hong Kong.

Mining energy: 5% of Vale and 12.5% ​​of FMG in the field of iron ore are very precious assets; investment in lithium ore in the global field has been deployed very early and in a wide range; Nanfu Power may also become a global Lithium batteries' giant.

Biomedicine: Its 18 main drugs are included in the "National Essential Drug Catalog" by the Ministry of Health of China. The catalog has a total of 317 drug varieties.Great achievements have been made in the field of anti-cancer; certain progress has been made in the field of anti-aging.

The overall potential of New Era Group is very great!
In the end, Lin Zuhui gave up the idea of ​​aggressive bottom-hunting, and planned to distribute the cash flow on the account slowly within three to five years, and only control the cash flow below 3000 billion Hong Kong dollars.

Abandoning radical bottom-hunting does not mean that New Era Group will stop developing, but it can only be said to be moving forward steadily.

From now on, there will be no major acquisitions, and there will be no interruption of small acquisitions, which will be the norm for New Era Group.

After thinking.

Lin Zuhui clicked on Sina.com on the computer to read the news.

"In 2008, the market value of the five richest people in Hong Kong evaporated by nearly two trillion yuan, and Lin Zuhui shrank by 9300 billion yuan!"

This is about the shrinking market value of listed companies controlled by Lin Zuhui, Li Chaoren, Guo Desheng's family, Li Zhaoji, and Zheng Yutong.

其中林祖辉控制的新时代集团缩水6000亿（巅峰1.6万亿）、传媒集团缩水1800亿（巅峰4300亿）、香江电讯缩水1000亿（2007年巅峰2000亿）、LEIT集团和八达通银行一共缩水1500亿。

Lin Zuhui shook his head with a smile. He didn't care about the shrinking market value, after all, it had no effect on him.

What he didn't understand the most was that the cash flow of New Era Group was 6000 billion, and those investors didn't hurry up to buy it, and the market value was only 10200 trillion.

Sure enough, retail investors are leeks!

"Professed by the stock god to buy gold, 2 people in Hong Kong have made profits, and the profits have reached billions of Hong Kong dollars!"

This news is a bit interesting. It means that in October last year, gold fell by US$150 per ounce compared to September, that is, US$730 per ounce. There is absolutely no problem with dollars per ounce.As soon as this remark came out, the next day all citizens in Hong Kong bought gold bars and gold jewelry, and even many people bought gold futures, and many local gold merchants and jewelers rushed to buy.

It can be said that Lin Zuhui's influence is too great.

As a result, in the following month (November), London gold surged by US$11 per ounce, and in December rose by another US$80 per ounce, reaching more than US$12 per ounce.

Something interesting!
Media Building.

Lin Zuhui was in the office, browsing the 'Sina Video', while listening to the work report of Hao Dongjian, the president of 'Sina Video'.

Such a 'low-level' president can report to Lin Zuhui alone, obviously because he is involved in the important business of the 'cultural industry'.

"Sina Video's current membership has exceeded 500 million, and it has become the No. 1 streaming media website in Taiwan, Singapore, and Southeast Asia. It also has about 80 members in Japan and about 10 members in South Korea."

""Squid Game" has started filming, adopting the mode of filming and broadcasting at the same time. As the first 'self-made drama' of Sina Video, we have invested a huge amount of money in filming, and the total investment is estimated to be 6000 million Hong Kong dollars."

After listening to the report, Lin Zuhui commented: "Self-made programs are the only way for streaming media and a magic weapon to win. The other two magic weapons are: [-]. Combining streaming media and traditional TV, so that TV users can also become Our members, watch our programs; [-]. Investing in local content is more conducive to local development. For example, to develop members in Thailand, you have to invest in Thai dramas. It can be said that if you master these three magic weapons, Sina Video will be even more popular in Asia. In Europe and the United States, there are good development potentials.”

Hao Dongjian's blood was boiling with enthusiasm. This boss really has a long-term vision and is good at planning for the future.

"Okay, I remember your words!"

The first good example of the three magic weapons of streaming media is Netflix’s first self-produced program "House of Cards" in the previous life, which cost a huge sum of 1 million US dollars to film. However, "House of Cards" has brought unprecedented success to Netflix, and its membership has reached more than 300 million in the next month.

The second magic weapon is the combination of streaming media and traditional TV. An example is Li Zekai's "V Channel" in his previous life. Through the combination of traditional TV and the Internet, it has also developed very well in Southeast Asia.Of course, his can only belong to small troubles, and he can brag to the sky with a little achievement.However, other people's methods are used correctly.

The third magic weapon is also the strategy of Netflix’s development in Asia in the previous life. At the beginning, Netflix was unable to open the Korean market (national cultural self-esteem), until it invested in “Squid Game” and opened the Korean market in one fell swoop. The same is true in Japan. Netflix invests in Japan's animation industry to open up the market.

Therefore, through these three magic weapons, Sina Video will definitely become a streaming media giant in Asia.

The only pity is that this streaming media giant cannot enter the mainland market, but outside the mainland and Northern Dynasties, the global network is interoperable.Because of this, Lin Zuhui placed high hopes on Sina Webman and Sina Video.

At present, Sina Video has purchased videos of Xiangjiang movies, variety shows, and drama series, as well as some local content, and it is impeccable in terms of overall content.

And more than 500 million members are definitely a great achievement. The reason for this is that there are many reasons for the correct strategy in the early stage, such as the "Million Dollar Algorithm Competition" and the "Network Speed ​​Optimization Competition". Although these competitions cost a lot Funds, but not only technical sublimation, but also a great reputation in Asia and even the world.

To be honest, even Netflix is ​​considered to follow the development of Sina Video.

Finally, Lin Zuhui said to Hao Dongjian: "Although Sina Video has been in the red for a long time, you don't need to worry about it. In short, our current task is to 'increase members' and develop into a streaming media giant in Asia. As for the funding, Sina Video has Sina There are also media groups on Sina.com, so there is no need to worry.”

Hao Dongjian said confidently: "Okay, we will work hard to spread Hong Kong news to the whole of Asia, and even the whole world." , has won a lot of awards around the world, and some people even predict that "Parasite" will hit this year's (2009) Oscars.

This is the cultural industry of Xiangjiang!

After Hao Dongjian left, Lin Zuhui also thought of the achievements of "Parasite" in the past half a year, which were indeed very impressive; as for whether the Oscar will be awarded, it is no longer important, at least at the Cannes International Film Festival in France. won the grand prize.

At this time, Lin Zuhui has almost copied the Korean cultural industry.

Therefore, Hong Kong Films can be brilliant until 2010, and I believe it will not achieve low achievements in the future; in fact, it is very simple, Hong Kong Films has the signature of DreamWorks, and DreamWorks will not make any compromises for the mainland box office. (No one asked DreamWorks to compromise, it was nothing more than a question of whether it could be released locally), because 'Media Group' is a giant with an annual profit of 200 billion Hong Kong dollars, and it will not hesitate to shoot some in-depth movies.

In the past few years, DreamWorks has shot 5 to 10 films every year. These films have deviated from Hong Kong's original style, but have depth, discovering human nature from small characters, and other styles.Of course, in the last seven or eight years, it has copied seven or eight classic Korean movies from its previous life, and even disaster movies like "Haeundae" have not been let go.

Copying seven or eight films may not change Xiangjiang Films for others, but for DreamWorks, it has changed the structure of Xiangjiang Films.The directors and screenwriters trained by Xiangjiang have laid a great foundation for the future.

"There is nothing to plagiarize in movies, let's stop here!" Lin Zuhui said softly to himself.

As for variety shows, I have already copied all of them, such as "x-man", "Love Letter", "Infinite Challenge", "We Got Married", "The Birth of a Family", "I Am a Singer", "Idol 101", "runningman" , "Here Comes the Refrigerator", "Law of the Jungle", etc., almost none of them are left.

Many variety shows have no schedule on ATV's Jade Channel, so they are directly arranged on other channels, including Asia Satellite TV.

Currently, Jade Channel has "Music Bank" on Fridays, "Infinite Challenge" on Saturdays, and "Runningman" on Sundays. These three programs will be broadcast for another seven or eight years. Of course, "Music Bank" is a long-term program.

"There is nothing to copy in variety shows!" Lin Zuhui sighed.

Fortunately, these variety shows will generate a lot of copyright income in the future, enough for the media group to eat for decades.

Of course, the most important thing is that ATV Group has cultivated a large number of excellent PDs and writers, and they will also create new variety shows.

"In terms of drama series, "Squid Game" was handed over to Sina Video's self-produced program. ATV has filmed costume dramas and costume time-travel dramas in the past few years, but it has also gained a lot, and it still has a huge influence in Asia."

""Descendants of the Sun", "Crash Landing on You"? Can this be adapted?" For a while, Lin Zuhui thought in a daze.

"Descendants of the Sun" caused a huge Internet sensation in the mainland in its previous life. As for the peacekeeping force, there are in the mainland, but Xiangjiang certainly does not.

It seems to be able to shoot!
Thinking of this, Lin Zuhui quickly put together some outlines and put them away.

He doesn't need to write scripts, he only needs to talk about a theme, which probably means that, of course ATV screenwriters will complete it, and the completion will be very good.Of course, if Lin Zuhui could memorize some shots, he would write them down directly.

"The filming of this drama can also increase the pride and belonging of the Chinese people. It can be regarded as a cultural invasion. It can also make the relationship between Xiangjiang and the mainland closer." Lin Zuhui smiled.

Because of his appearance, Xiangjiang's relationship with the mainland in this life does have a sense of belonging. After all, filming some costume dramas can also make local Chinese realize their ancestral culture.

3 month.

HSBC Holdings, which has been supported by thousands of shareholders for a long time, finally bowed to reality. On the 2nd, it announced the rights issue of 12 shares for every 5 shares, at a price of 28 yuan per share, raising about 1375 billion yuan.

HSBC also announced its results on the 2nd, with a net profit of approximately US$57.28 billion, equivalent to HK$447 billion, a 70% decline; HSBC also announced that it would withdraw from the mortgage and loan business in the United States, and only retain the local credit card business.

Due to the rumors of HSBC’s rights issue flying everywhere, HSBC rarely suspended trading on the 2nd, and pushed forward the time to announce its results; as for the much-anticipated rights issue plan, the rights issue price is 28 yuan, a discount of more than 50% from the closing price before the suspension , that is to say, shareholders can subscribe for new shares at half price; as for the number of shares involved, the issuance of more than 50 billion new shares is equivalent to 29% of the enlarged share capital.

Rich people in the city have expressed their willingness to sub-underwrite the rights issue for HSBC Bank, among which Lin Zuhui also expressed his support.

Although he is also a banker, it does not prevent him from holding about 2% of HSBC shares, and he even plans to increase his holdings to 3% at a low price.

Just when the citizens were concentrating on HSBC, Lin Zuhui's four major listed companies released shocking performance announcements and dividend plans:
新时代集团：2008年度利润为1410亿港币，其中非经常性盈利为660亿港币（来自出售飞机、船只、物业、证券），涉及分红总额为310亿（市值为10500亿）。

Media Group: The profit in 2008 was 202 billion Hong Kong dollars, involving a total of 52 billion Hong Kong dollars in dividends.

LEIT Group: The profit in 2008 was 121 billion Hong Kong dollars, involving a total of 30 billion Hong Kong dollars in dividends.

八达通银行：2008年度利润为52亿美金，非经常性盈利为35亿美金（将200吨黄金出售给私人公司），涉及分红总额为8亿美金。

For a while, the Hong Kong stock market plummeted due to the sharp decline in the annual performance reports of large companies such as HSBC, Cheung Kong Assets, and Sun Hung Kai; while the four major listed companies under Lin Zuhui (Heung Kong Telecom is a public listed company, not a direct holding company) have released After the performance, the Xiangjiang stock market immediately stopped the downward trend and showed a tendency to rebound.

The citizens of Xiangjiang were all shocked and talked about it.

"It doesn't make sense. In the global financial crisis last year, why did New Era Group's profits increase?"

"It's very simple. Didn't the report say that in the first half of last year, the New Times Group sold a large number of leased ships and aircraft, and cashed out some properties, and also emptied its securities investment at the beginning of the year. Tell me, how can the performance be good after selling so many assets?" The reason for the rise."

"It's still Lin Sheng who is amazing. This keen observation of risks is worthy of being an invincible stock god."

"It's more than amazing. The annual profit of Octopus Bank is almost equal to that of HSBC. The assets of the two companies are very different, and the others make a lot of money. I think I will invest in Octopus Bank in the future." "

"You have to look at this rationally. Octopus Bank is a commercial bank after all. Investing in those is not a long-term solution!"

"Hehe, others didn't invest randomly. They bought spot gold, which is a steady investment. What's more, behind Octopus Bank there are New Times Group, Media Group, LEIT Group, and Xiaomi Technology as alliances. This bank is very stable. , and they don’t expand blindly, they are very stable.”

"Speaking of which, Octopus Bank is really a high-quality stock, and I plan to invest in it."

The performance of Octopus Bank has slapped HSBC in the face, and made HSBC executives worried.

Because Octopus Bank is a very big competition to Hang Seng Bank in Asia. Both are positioned as "personal retail banks" and mainly serve small and medium-sized enterprises; In Octopus Bank, in this way, the deposits of Hang Seng Bank and even HSBC will naturally be greatly affected.

Worries are worries, HSBC has no good strategy, and Xiangjiang was not before the 80s, and it was not the turn of HSBC to show off in Xiangjiang.

And Lin Zuhui's personal influence has long surpassed HSBC, so naturally he is not worried about offending HSBC.

(End of this chapter)