Investor That Can See The Future

Chapter 306

The success of Carlos had long been predicted.

It is equipped with level 5 autonomous driving technology capable of unmanned driving and an OTK battery capable of driving more than 1,000 km.

However, the public reaction was far more enthusiastic than expected. The aftermath of the pre-sale jackpot appeared immediately.

The stock price of Seoseong SB, which owns a stake in TS Company, rose by more than 20 percent, and the stock prices of suppliers that supply parts to Karos also soared at once. And Seosung Electronics reached its upper limit as purchase orders from institutions and foreigners flocked to it.

– Wow! crazy In my lifetime, I see all the 30% increase in Seosung Electronics.

– Hahaha I sold it yesterday. Securities companies said that the stock price rose too much in a short period of time and said that it would be adjusted. Dogs ㅜㅜ

– Haha, the stock brokerage that you sold is sold out.

-Seosung Electronics is the only company with a stake in Karos and is the best company in the electronics business. The future growth potential is limitless.

– In one year, you’ll think the stock is cheap now.

– That’s funny. Is Seosung Electronics the best in the electronics business? Nvidia and Continental have better technology. The best thing about Seosung Electronics is the soup. tell me what you know

– Tell me about yourself or something. There are many companies in the world with technological prowess, but how many companies can handle the order volume? Suseong Electronics is the only company in the world that can produce electronic equipment to be installed on millions of vehicles annually.

-1 The ability to produce, sell, and manage 100 million smartphones per year shines.

-Isn’t it more important that Karos can produce that much? No matter how much Suseong Electronics adjusts the quantity, it is of no use if Carlos can’t make a lot of tea.

-If you do it wrong, you look like Nikola.

Now, the market’s eyes are focused on Karos’ production capacity.

Since production and quality are trade-offs, it is not easy to maintain quality while increasing production.

A sharp increase in production leads to a decrease in quality. This is a common problem for other companies as well.

Karos has also considered this problem from a long time ago, so he has been working steadily to establish a mass production system two years after acquiring Chrysler.

Although the fields are different, the company that shows the most strength here is Suseong Electronics. This is because the vertical integration is the best among all electronics companies. Unlike competitors who choose to produce on consignment or order parts, it produces all kinds of parts from APs to memory semiconductors and batteries, and assembles and sells them directly.

As seen in the Eunsung car airbag recall incident, the production of a car is disrupted even if only one out of tens of thousands of parts is missing. SCM (Supply Chain Management), which can systematically manage order quantity, production quantity, inventory quantity, defect rate, etc., can be said to be the know-how of the company.

Chairman Im Jin-yong was happy to help. It was natural that Seosung Electronics had a 24.5 percent stake in Karos, and that Seosung Group could make more money only if a lot of cars were sold.

The TS Company plant in the US poured out batteries, and the car assembly plant ran nonstop.

Daryl said confidently.

“Caros has already gained experience in selling AD1 and AD2. We plan to gradually stabilize production and increase it to 3 million units per year, and then to 5 million units thereafter. The first 1 million units will be shipped out within six months.”

* * *

Investment companies around the world paid attention to the impact of AD3 and AD4 sales, and poured out various forecasts. The fear was as great as the expectation, but the change had already begun.

I had a video call with Daryl. He looked tired, as if he hadn’t slept well for several days. His eyes were swollen and the dark circles were down to his cheeks.

“Are you very busy with work?”

“It’s not like that, I suffered from insomnia for a few days.”

“Now get some rest.”

As he was in charge of development from development to release, he must have been concerned about it.

Daryl shook his head.

“Now GM and Ford are fighting back. Driverless cars are still premature, and related deregulation measures are complaining that they are preferential treatment for Karos. We are still lobbying in the political arena, and we are putting pressure on our partners. The media is probably on their side.”

Unlike start-ups, Carlos, GM and Ford have a long history. In the meantime, he has built a deep relationship with politicians and the media. Thanks to that, we were able to receive a large-scale bailout during the financial crisis. There is a difference in degree, but in any country, connections and personal connections are important.

“There are rumors that both companies may undergo large-scale restructuring in the aftermath of the new car launch.”

As the primary seller of the Carlos is in the United States, GM and Ford are immediately on fire. In fact, sales of cars classified as competing models of AD3 and AD4 have significantly decreased.

Although Nikola had caused an electric car boom several years ago, both sales volume and production volume were not enough to threaten existing companies. However, Karos was different.

Carlos has obviously taken away GM and Ford customers, and will do more in the future. If Karos causes mass layoffs and layoffs at other American automakers, public opinion could deteriorate significantly.

Because of Big One, I became an American hero, and I am loved by many Americans. However, truck drivers who have lost their jobs due to the advent of driverless trucks will be resentful of me. The same will be true for the unemployed in the future.

“If possible, such a situation should be avoided.”

A solution to this problem has already been thought of.

It doesn’t necessarily have to compete with the big two. The global automobile market is wide. No single company can occupy this huge market, and if it does, a monopoly problem arises.

An oligopoly is an act that adversely affects the market. As a result, Standard Oil, made by Rockefeller, was forcibly dismantled under the Antitrust Law.

As the sales volume of Karos increases, the monopoly controversy will intensify. There is already talk of the Sherman Act in the US right now.

Then, how did companies such as Microsoft, Google, AMZ, and Disney, which monopolize the operating system, search market, online market, and content market, get out of this law?

Fortunately, there is a system in the United States that exempts people from applying antitrust laws if they do not impair public interest or competition. The above companies also circumvented the anti-monopoly law.

“I should talk to the CEOs over there.”

“Would you like to come to Detroit?”

I leaned back on the chair and crossed my legs.

“Do you have any reason to go? Those who feel sorry for this should come.”

At my words, Daryl burst into laughter.

“That is correct. I will tell you that.”

* * *

GM Chairman Teresa McFarland and Ford Chairman Hugo Petraeus arrived in Korea with their presidents and working staff, attracting global attention.

[GM Chairman and Ford Chairman Simultaneous Entry][It is known that there was a meeting between the two companies before departure][The CEO of Big 2 in the United States, why did he enter Korea?][Competition or cooperation?]

– It’s obvious. I came to meet you after Kang Jin-hoo.

– ㅋㅋㅋ When we have a situation assessment with Korea Development Bank to meet GM plant closing issues deoni how busy Saint, Om attract even presidents.

– Now that Carlos has acquired Chrysler, is it that the Big 3 of the United States are coming together in one place? -Chrysler.com.sauce.com/chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler/Chrysler

– Haha, but it’s a meeting in Korea.

– I wonder what you’re going to say.

-Isn’t this the one who has to hold onto the crotch of his pants?

* * *

OTK Company shareholders gathered in one place.

Hyun-joo’s older sister, who returned from maternity leave, looks almost the same as before. The body was still the same. Even when he was pregnant, he didn’t gain much weight, so I was worried about you.

If there’s one thing that has changed… … .

“Did you really quit smoking?”

Hyunjoo nodded her head.

“I’ve been smoking for over 15 years, so it’s time to quit.”

“Five! My sister has changed.”

“shut up.”

Before the meeting with Big 2, we talked while looking at the materials.

Hyunjoo’s older sister said as she drank her coffee.

“Even in the United States right now, there are concerns about Karos’ monopoly on driverless cars. Public opinion is also deteriorating, centering on the workers involved. The higher the sales volume, the greater the check will be.”

I nodded.

“No matter how good the car Karos makes, the whole world can’t ride the same car, right? Each country has different laws, each region has a different climate and road conditions, and each person has a different lifestyle.”

In some areas, it snows in sub-zero weather, and in some areas, a haze rises from the road in the scorching sun. Some travel short distances with their family, while others travel long distances alone. Naturally, there are differences in the size, shape, durability, and convenience of the desired vehicle.

Taegyu said.

“More than anything else, people have various signs.”

It is impossible to satisfy all those preferences with just a few car models. This is not the era of small-scale mass production, but the era of multi-variety small-scale production. ‘Everyone can buy a car in any color they want. As long as all he wants is black,” Henry Ford said, is now a thing of the past.

The bottom line is that each country needs a car that fits that country. That’s why global automakers are expanding their brands and launching multiple models.

While we were talking, the secretary came up and said,

“The meeting is ready.”

“Yes. I’m going down now.”

I headed to the conference room with Taek-gyu. Even though it was the largest conference room in the headquarters, the inside was full of people.

The faces of GM Chairman Theresa McFarland and Ford Chairman Hugo Petraeus were visible. Not only the two, but also GM and Ford executives were there.

“nice to meet you. This is Jinhoo Kang.”

we said goodbye We’ve known each other for a long time, but this is the first time we’ve met in person.

As the name of General Motors, GM can be said to be America’s national car. It entered Korea by acquiring Daehoo Motors, and once sold it under the brand GM Daehoo. Although now it has just been integrated into its own brand.

Theresa McFarland is the first female CEO in the automotive industry. The fact that she reached the top position in this male-dominated industry was enough to tell her what she was capable of.(Read more @ wuxiax.com)

Her actual management skills were also surprisingly good, and after she became CEO, GM was being praised for being completely revived.

It was welcomed by the shareholders, but not by the workers. Through a global restructuring strategy, she closed deficit brands and factories, and withdrew from less profitable markets. The closure of the Gunsan plant in South Korea was also one of them.

Thanks to this restructuring, the company’s profits increased significantly and the stock price rose significantly. And through extensive investment, it has been developing technology related to future cars.

Self-driving technology is also being evaluated at the highest level, but… … Of course, compared to other companies, this is not the case with Karos.

Ford, as we all know, is an automobile company founded by Henry Ford. He first devised a production system using a conveyor belt, which opened the era of mass production and mass consumption.

Until then, automobiles were a luxury for the wealthy, but due to mass production, their prices have dropped so much that even workers can afford them.

Had it not been for Henry Ford, the popularization of the automobile would have been delayed. In many ways, it can be said that he was a person who had a tremendous influence not only on automobiles but also on world history.

Current Ford CEO Hugo Petraeus invested a large amount in mergers and acquisitions with the ambition to lead the second conveyor belt revolution through the popularization of driverless and electric vehicles, just as founder Henry Ford led the popularization of automobiles.

As a result, the 2nd Conveyor Belt Revolution was created by us, so we spent a lot of money.

We sat down and the meeting began in earnest.

Karos’ estimated market cap is higher than that of GM and Ford combined. However, if the sales of the Big 2 are combined, it will rise to the global No. That is why it has enormous infrastructure and influence in the global automobile industry.

The presidents of both companies had the momentum to never be pushed back.

The two first raised the issue of TS Company’s exclusive supply of OTK batteries only to Karos. They mentioned the monopoly and expressed their desire to participate in joint development or projects.

I nodded.

“I am well aware of your concerns. The reason I am here is to discuss future partnerships.”

President Petraeus said.

“How are we going to cooperate?”

I replied as if waiting.

“We will supply autonomous driving OS and batteries. With that, you can make the car you want and sell it on the market.”

These two are the core technologies of future cars. If only these two are supplied, it is possible to create an unmanned electric vehicle at the same level as the AD series.

Perhaps it was an unexpected proposal, a light of surprise appeared on their faces.

I said looking at the CEOs of both companies.

“If possible, wouldn’t it be better for the big three Americans to join forces and pioneer the market?”