The Son of Finance of the Great Age

  Chapter 644 The situation is urgent

   "The President of the United States has spoken out, it seems that they have indeed given up on bailing out the market!"

  Gao Dongfang gently shook the goblet in his hand, the **** red wine looked seductive and strange under the bright light, and the top-quality cigar in his hand was lit with green smoke, and his brows could not be covered by the puff of smoke.

   This is a high-end private club in Shenzhen and Hong Kong. Two days ago, when the news of Leimen Brothers' bankruptcy spread, Gao Dongfang held a two-day meeting in Yanjing, and then went south non-stop to ask Zhong Shi for advice. The venue was Shenzhen and Hong Kong, which is only one step away from Hong Kong.

  The two of them were wearing bathrobes. After a whole-body massage, they were led to a quiet room that only distinguished guests could enjoy. After igniting the calming sandalwood, the **** waiter retreated unwillingly, not forgetting to cast Zhong Shi and Gao Dongfang a resentful look.

   Being able to appear in this kind of place is naturally either rich or expensive, and these waiters naturally hope to be seen by the other party. It's just that they are destined to be disappointed today, because neither Zhong Shi nor Gao Dongfang has any intentions in this regard.

   Drinking red wine and tasting cigars, listening to the sound of the bamboo forest outside the window, this was originally a very pleasant thing. But Gao Dongfang, who was half lying on the bamboo chair, didn't have the heart to appreciate all this at all, "I said Zhong Sheng, don't you plan to give me some advice?"

"You have completely defeated Zhang Hang's department, and there are so many things to consider?" Zhong Shi rolled his eyes at the other party, slowly exhaled the smoke from his mouth, stretched his waist, and said teasingly, "I think the person behind you That seat should be given to you, you think more than him!"

"Hey, Zhong Sheng, stop joking!" Gao Dongfang didn't know whether to laugh or cry, and pointed at Zhong Shi and shook his head, "How much do I think about? Think about that one, everything in foreign countries and at home must be considered, and any details may go wrong. It is the livelihood of millions of people, but it is much more serious than my responsibility, how can I dare to compare with him?"

"Although Zhang Hang's family suffered heavy losses due to the failure of investing in Freddie Mac and Fannie Mae, they have not completely failed. You know that they still have an account that is profitable, and it is as high as 100%. It has reached a certain right to speak.”

  Because of buying the stocks of Freddie Mac and Fannie Mae, after the “F&F” was put into custody, these stocks were left with only two dollars per share, basically equivalent to losing most of their wealth. So Huatou was scolded to death by people who didn't know the truth, but in the eyes of those who knew the inside story, Zhang Hang and his team should bear full responsibility for this, so their internal status plummeted, if not in the German capital market Zhang Hang and his team may have been kicked out by now.

"I'm afraid that many American institutions have made wrong bets this time!" Gao Dongfang turned his body to a more comfortable position, still worried, "Which aspects of the market need government supervision, and which aspects of the market need to be supervised by the government?" It is not necessary. This has always been the focus of debate in the economics circle. Even in the United States, there is no conclusion on this. However, this time the US government gave up bailing out the Raymond Brothers, which has won a lot of praise. It seems that their government still respects economic liberalization."

   "Not necessarily!"

Zhong Shi snorted coldly, disapprovingly, "Although I don't know the specific situation, I can be sure that most of Leimen Brothers' transaction targets are for outside the United States. That is, they declared bankruptcy protection, and the investment in the United States Otherwise, the U.S. government will not let them go bankrupt so quickly. If it is another company with influence in the United States, I am afraid that the U.S. government will act desperately no matter what. help."

   "Really?" Gao Dongfang opened his mouth, wanting to say something, but he couldn't say anything after all.

"Recently there are rumors that American International Group is in crisis." Zhong Shi ignored him and continued, "This is a top insurance institution with extensive business in the United States and the world. According to the influential class of the financial ecological chain It is said that after the consequences of CDO’s huge harm are revealed, the consequences of CDS will soon surface. If Bear Stearns, Lehman Brothers, etc. are giants in the CDO market, then insurance giants like AIG are the biggest players in the CDS market. If there is a problem with such an institution, it will have a huge impact on the domestic insurance market in the United States, and I don’t think they will ignore it like they did with Raymond Brothers.”

"American International Group?" Gao Dongfang pondered for a moment, then suddenly said, "Zhong Sheng, since you are aware of the crisis of Leimen Brothers, you believe you have made a lot of money from it? Let me guess, is there 10 billion yuan?" Dollar?"

He was originally joking, but he didn’t want Zhong Shi to really snap his fingers seriously, “The income from short selling is between 4 billion and 5 billion US dollars, the income from short selling warrants is about 300 million US dollars, and the income from CDS is 1.2 billion. U.S. dollars, the sum of left and right is probably between 5.5 billion and 6.5 billion U.S. dollars.”

   "Unfortunately, the earning is still too little!" Zhong Shi finally grinned and said, with a regretful expression on his face.

   "..."

  Gao Dongfang took a deep breath, looked at Zhongshi incredulously, and was speechless for a while. Even for a sovereign fund like Huatou with a total capital of 100 billion U.S. dollars, this figure has reached a 2% rate of return, but Zhong Shi thinks it is too little. You must know that the money made by Huatou is the country's money, and most of the money Zhong Shi makes now goes into his own pocket.

   Maybe this is the difference between me and him, Gao Dongfang thought silently, completely unaware of the fundamental gap between the two sides.

   "By the way, John Mark came to me two days ago and asked me if I was interested in investing in Stanley Company. What do you think?" Zhong Shi took another puff of his cigar, and suddenly remembered something.

   "Injection into Stanley Company? 10% of the shares?" Gao Dongfang's nerves tensed all of a sudden, "What is your plan?"

  Because Huatou once bought Stanley’s stock in the market, and held convertible bonds some time ago, the combined shares of the two have exceeded 10%, and it has become one of the shareholders worthy of the name. Because holding more than 10% of the equity of a company registered in the United States will trigger additional information disclosure requirements, it is very likely that Huatou will choose to reduce its holdings in the market before these convertible bonds are converted into shares.

  The information disclosure in this part includes the investor's name, address, and benefits obtained from non-daily business activities. For sovereign funds, the content of this part cannot be announced to the public at all, so it is impossible for Huatou to increase its holdings to more than 10%.

   But the reality is that Huatou currently owns 2.49% of Stanley’s common stock and 9.86% of its common stock convertible bonds, and these bonds may not be executed until 2 years later. So so far, Huatou only owns 2.49% of ordinary shares on the books.

  This is an investment opportunity. The current Stanley stock has long-term investment value, and it is at least half cheaper than when Huatou first entered. If this part of the equity can be acquired at this time, it will not only help reduce the cost of building a warehouse for Huatou, but also benefit the investment within two years.

   In the blink of an eye, Gao Dongfang thought about these links clearly, and thus came to a conclusion: this would be a good long-term investment. But the problem is that Stanley did not ask for Huatou's opinion, but asked Zhong Shi, which made Gao Dongfang a little restless.

   In terms of strength, Tianyu Fund can be said to be comparable to Huatou. In terms of investment savvy, the other party is better, maybe more than that. If it wasn't for Zhong Shi deliberately keeping a certain distance from them, the two sides would probably have fought with each other in a certain market.

  Although there is the backing of the country, Gao Dongfang doesn't think that his team can defeat Zhong Shi's team.

"I have no idea about them!" Zhong Shi dispelled the other party's concerns with just one sentence, "First, I don't have a good impression of this company, even if it can make money, I'm not very interested. Second It was originally that you have already been involved in it, and I don't want to be your enemy."

"What I have never understood is, why do you have such thoughts?" Gao Dongfang finally couldn't help asking, "Although Huatou has not been established for a long time, we have not developed to the point where you are afraid? Of course , if it’s inconvenient for you, just pretend I didn’t ask.”

Zhong Shi smiled, "It's not you who I fear, but the forces behind you. Look at Huatou's internal struggles. If I, an outsider, get involved, I'm afraid I'll die in the end." Land. I just want to be a pure investor, not a white glove of some interest group. So whether I moved to Hong Kong at the beginning or avoided Huatou today, it is all out of my own safety considerations. To be honest You said, in the past few years alone, no less than ten forces have approached me, and either openly or implicitly expressed to me that as long as I can legalize their money and transfer it out of the country, they will give me at least 10% of the money. into."

   "There is such a thing?" Gao Dongfang's face changed instantly. Although these are not within the scope of his involvement, he still hates this kind of behavior. Of course, he also knew very well why Zhong Shi would tell him this, and naturally he wanted to pass it on to the person behind him through his mouth.

   "Not bad!" Zhong Shi looked at Gao Dongfang seriously, and said word by word, "And the position of this person is very high, so high that you can't imagine, almost equal to the person behind you."

   "I see!" Gao Dongfang nodded heavily, and did not continue to dwell on this issue. Both he and Zhong Shi knew that it was inappropriate to continue talking.

   "About Stanley Company, I will discuss it after I go back and give you an answer as soon as possible." Gao Dongfang thought for a while, but in the end he didn't make a decision on the spot, so as not to instruct others, "Within three days."

"Three days?" Zhong Shi sneered, "Gao Sheng, maybe you still don't understand how fast the market is changing now? Three days may be very efficient for you, but it may not be enough for the current market." Not enough. Know what happened last week? Bank of America was still swearing it was interested in Lehman Brothers on Friday, and they announced the acquisition of Merrill Lynch on Monday. If you really want three days, maybe Stanley & Co. They're going bankrupt."

   "What?" Gao Dongfang was confused, but immediately reacted, "Zhong Sheng, do you know something?"

"Of course, John Mark is in a hurry!" Zhong Shi said lightly, "Do you know what happened in the United States? To be precise, these things happened in Europe, not the United States. The London of Raymond Brothers Branch, some hedge funds put in their collateral and lent out, and because they entered bankruptcy proceedings, these collaterals were naturally frozen, which meant that those hedge funds suddenly lost their trading qualifications and were traded removed."

"Do you know what this means?" Zhong Shi said with a smile, "Although the market has lost billions of dollars in liquidity, the panic caused by this is simply disastrous. Stanley, withdrawing cash from institutions like Goodman, John Mark can't sit still now."

   "Huh?" Gao Dongfang turned pale with shock.

  It was only at this time that he truly realized that the gap between himself and Zhong Shi was simply incomparable.

I’m sorry to keep everyone waiting for a long time. It’s been so hot these days that I can’t breathe, and my thinking has slowed down a lot. It’s really hard to live in a room without air conditioning. Please understand that the author’s code words are not easy... Thanks for the two-day book Friends yuerwa, September's integration, and cpower voted for monthly tickets!

  (end of this chapter)