Rebirth 76: Industrial Internet Empire

Jonathan put down the phone angrily. This time he teamed up with Qianhai Asset Management to speculate in real estate stocks. He always felt like someone was plotting against him. He couldn't use his hands and feet at all. HSBC seemed to have become a bearer to help people carry the sedan chair. The most fatal thing was The holding cost is 40% higher than that of Qianhai Asset Management, which will inevitably constrain the company when it comes to shipments in the future.

The collective surge in real estate stocks suddenly attracted the attention of all investors, and funds following the trend poured into the real estate sector to raise funds...

As soon as the afternoon market opened, Yang Mo threw out all the stocks he had bought when the stock price had risen in the morning market, bringing the stock price back to near the opening price.

"It must be the dealer trying to boost shipments, and we were fooled..."

"How is that possible? The average increase in real estate stocks is less than 80%. Have you forgotten what the Tokyo Daily Economic Express said?"

"Real estate stocks are not very imaginative, so I'd better go after technology stocks..."

The buzzing discussion in the exchange hall shows that the investment philosophy of the real estate sector has begun to become polarized.

Since Yang Mo went to London, the trend of real estate stocks has been too stable, and the turnover rate is extremely low!HSBC, which was leading the market, did not have many chips in its hands and was afraid that it would lose everything if it smashed the market. Qianhai Asset Management, which held a large amount of chips, deliberately suppressed the start of the market and waited for the funds transferred to London to come back!

For several days in a row, the entire real estate sector was like riding a roller coaster. Investors with poor affordability began to make profits and leave the market. The mentality of settling for safety is a common problem among many investors.

Yang Mo's selling began to be irregular. Sometimes it went up for two consecutive days, and sometimes it went down for three days. Under the sharp fluctuations, the turnover rate of the entire real estate sector soared...

Because there are many related accounts, and the Tokyo Stock Exchange has not yet used the electronic trading system, Yang Mo did many of his push-ups and sell-offs by fighting with his left and right hands. He did not lose many positions, and even the cost of holding positions did not increase much.

The sharp rise and fall of real estate stocks attracted everyone's attention, but few people noticed that the trading volume of the financial sector was gradually increasing, especially leading stocks such as Mitsubishi Bank, Quanye Bank, Fuji Furong Bank, Sumitomo Bank, and Industrial Bank. With the volume gradually enlarging, there has been a lot of increase.

Not to mention ordinary investors, even professional bankers like Jonathan are focused on selling high and buying low real estate stocks.

After Qianhai Asset Management's return of overseas funds, it began to control the market. Qianhai Asset Management finally showed top-level control capabilities. Only then did Jonathan find some pleasure in being a black banker and felt that the cooperation with Qianhai Asset Management was worth the money!

In the Tokyo branch of Zongheng Investment, the phones were ringing one after another. Yang Mo stood in front of the floor-to-ceiling window, looking at the bustling flow of people in front of the Tokyo Stock Exchange opposite, with a hint of imperceptible mockery in the corner of his mouth...

"Kexin, how are the bank stock positions?" Yang Mo asked Guo Kexin, who was busy summarizing transaction records.

"It's still early! The position is less than [-]%. It will take at least a month to build a position at this speed..." Guo Kexin replied without looking back.

Yang Mo pondered for a moment and then said: "No, we can't wait so long! Speed ​​up the speed of building positions, expand the investment target to all financial securities stocks, and adjust the priority to securities, banks, insurance companies..."

Guo Kexin raised her head and said: "We have reached our limit. If we accelerate the speed of building positions, our investment intentions will be exposed. If it weren't for the cover up of the real estate sector jumping up and down, investors might have seen through it long ago..."

Yang Mo put out the cigarette in his hand hard, turned around and said: "We can't control that much anymore. Within a month, all the remaining funds in our hands will be invested in the stock market. The order of investment is financial sector, real estate sector, electronic communications, semiconductor, There is no leader in biopharmaceuticals, infrastructure, and mining resources, and there is no need to control the market. Within a month, all associated accounts are full!"

"Full position? Are you crazy? We never had full position during the most difficult financial times. Once any uncontrollable factors occur, we will be killed..." Guo Kexin looked at Yang Mo in disbelief and retorted.

"Soon, we will have billions of dollars of funds withdrawn from the London currency market. At the time when we withdraw funds, there should also be a large amount of international safe-haven funds entering Japan..." Yang Mo explained patiently.

"What does this mean? When we entered the Tokyo securities market a few years ago, the Nikkei index was at 6000 points. Now it is 12550 points, an increase of 109%. At this time, we entered with full positions. Once a policy reversal occurs, you know what will happen Are there any consequences?" Guo Kexin argued rationally.

Yang Mo said calmly: "What you said makes sense! But now please carry out my instructions first..."

At the HSBC Tokyo Branch, Jonathan was happily enjoying the coffee Elena had just ground.

Elena handed a folder to Jonathan and said: "Your Excellency, President, the Investment Department reports that through the violent fluctuations in real estate stocks during this period, we have initially completed the task of building a position and are waiting for your next instructions!"

Jonathan nodded with satisfaction: "Qianhai Asset Management still kept their promise and used their sufficient chips to help us complete the position building. Not bad!"

"One more thing. The Investment Department found that during the period of violent fluctuations in real estate stocks, the trading volume of the entire financial sector has been slowly increasing, and the stock price has risen steadily. It seems that large funds have entered. Preliminary estimates indicate that the scale of this fund even exceeds that of the real estate sector. Controlling funds..." Elena reported carefully.

Jonathan's face changed slightly, and he quickly picked up the investment report and looked through it...

By the end, even fools knew that Qianhai Asset Management was concealing their investment intentions by making waves in real estate stocks, but they were still immersed in the joy of finally getting the chips!

Jonathan, who has always thought highly of himself, has a sense of frustration. Every reaction is one step slower than others. This kind of frustration is undoubtedly fatal to an investor with tens of billions of funds. Once self-confidence is lost, everything will be lost. All decisions will become indecisive!

He can now almost confirm that there is an expert behind Qianhai Asset Management, and this expert has returned to Tokyo after moving to the London currency market. Jonathan has even considered poaching people.

……………………………………………………………

Under the intervention of various governments, the exchange rate of the US dollar continued to fall. By the end of 85, the exchange rate of the US dollar against the yen had fallen to 1:200, and the US dollar against the mark also fell from 1:3.6 to 1:2.7...

Just one year of hedging done by Zhiyuan International with Deutsche Bank is expected to make a huge profit of 8 million marks at maturity, which is almost more than Zhiyuan International's profit in the past two years.

This is the happiest thing for Qian Ning. Yang Mo promised that the 8 million marks will be independently controlled by Zhiyuan International, and most of them will be invested in the research and development of Xima Machine Tool Electronics Department...