Rebirth 76: Industrial Internet Empire

Miyamoto Jiuzai suddenly felt a sense of melancholy for no reason. These are Saitama Bank's top quality customers. Are they all leaving Japan?Is Japan’s stock market and property market really coming to an end?

Even so, Miyamoto Jiuzai still did not notice any crisis. The rapid development of the stock market and property market has brought about the money-making effect. Saitama Bank has almost no bad debts, and every loan customer has a good reputation.

Saitama Bank's risk control department has conducted n stress tests this year. Even if housing prices and the stock market plummeted by 30%, Saitama Bank would not have any operating risks.

"Your Excellency, President, will you do it for them?" Michiko looked at Miyamoto Jiuzai with a complicated expression and asked again.

"Of course, how can the customer refuse the normal exchange business? Go ahead and handle it!" Miyamoto Jiucai waved his hand and said.

What Miyamoto Jiuzai didn't expect was that within one day, seven or eight long-term large customers requested that the funds stored in Saitama Bank accounts be transferred to foreign banks in one go.

Only then did Miyamoto Jiuzai realize that the matter was unusual and immediately reported it to the head office. At this time, the head office had received reports from branches in various places that multiple long-term partners had transferred funds from their accounts...

After the Saitama Bank board of directors smelled the danger, it immediately issued a verbal notice to branches in various places: suspending the approval of housing mortgage loans, slowing down the lending speed of all pledged loans, and seeking short-term lending business from other commercial banks...

The episode that happened at Saitama Bank did not have much impact on the game between the long and short parties. The wealthy Japanese chaebols once raised the Nikkei 225 Index to above 38800 points, and some of the Osaka Stock Exchange and SGX Short positions in the futures index contracts were liquidated, causing grief everywhere.

The short side followed the trend and began to flee in panic, and the Japanese consortium began to deliberately spread rumors: The bulls led by Japan's four major chaebols were invincible, and the global economy would enter an era dominated by Japan.

Some unscrupulous stock commentators began to clamor: 4 points this year, 5 points next year, and 10 points in three years will not be a problem...

Lin Xi also called from Singapore: "Yang Mo, our 225 stock index futures position is too heavy, and our book losses are huge. If it rises another 200-300 points, we need to replenish the margin. Should we temporarily cut off some positions?"

"No! I will replenish your margin immediately. Not only can I not close the position, but I will also continue to add short orders. Once the situation reverses, I will block it at all levels and not give the short side a chance to close the position and be eliminated..." Yang Mo refused without hesitation. !

"Yang Mo, we have gambled too much this time. Once the situation cannot be reversed, all the wealth we have accumulated in the SGX over the years will be wiped out. You must think clearly and must not act on impulse..." Lin Xi bitterly advised.

Yang Mo said in a deep voice: "Lin Xi, as a trader, the most taboo thing is half-heartedness and wavering beliefs. I can tell you responsibly that the Japanese stock market will definitely collapse! And this time point will come soon, you have to do What we want is to wait for this node to appear, trap the main forces of many parties, and not give them any chance to cut their positions and escape!"

After Lin Xi nodded in agreement and just put down the phone, Yang Mo suddenly had an idea in his mind. He suddenly figured out something that he had never understood: Why did Japan's major chaebols feel that after the stock market bubble burst and they were hunted by Wall Street hedge funds? They did not suffer any heavy losses and quickly regained their vitality. Especially Sumitomo and Mitsubishi, are they still continuing to dominate the capital market?

Judging from the current situation, there is only one possibility. At the most critical moment of the long-short war, these Japanese chaebols betrayed their allies and went short in the Nikkei 225 stock index futures market, closing their positions and gaining profits. Lee leaves.

Try your best to raise the Nikkei Index to above 38900 points, and then shout out the rumors of "225 points this year, [-] points next year" at the right time, tempting more follow-up funds to join the [-] stock index futures multi-party camp, and win yourself a counterattack. Opportunities to short-sell, close positions, and exit at a profit. The money earned from stock index futures is enough to make up for the losses in the stock market!

Japan's Ministry of Finance is watching the bubble being inflated step by step without taking any action. It is more likely that it has reached some kind of tacit agreement with these Japanese chaebols and is waiting for them to close their positions on the SGX and Osaka Futures Exchange before popping the bubble... …

The four major chaebols are the foundation of Japan. They cut a wave of leeks at critical moments to save their lives. This is indeed the trajectory of historical development. After the collapse of the stock market and property market, it was these Japanese chaebols who decisively transformed and deployed new materials, electronics and semiconductors and other emerging industries. In addition, The global buy-buy-buy strategy stopped the decline during the "lost 20 years"...

"Want to run away? There's no way!" Yang Mo snorted coldly and dialed Lin Xi's number again.

"Lin Xi, when the market opens tomorrow, if nothing unexpected happens, the Japanese chaebols will continue to push up the stock price. From the 37500-38900 point range, every ten points, place large short orders to grab funds, and don't let the main forces of the long side close their positions. opportunity, don’t worry about the deposit, I will give you enough deposit as soon as possible!" Yang Mo said solemnly.

"Many of the main forces are trying to escape? It's unlikely, right? Aren't they still having the upper hand now?" Lin Xi asked in surprise.

"Having the upper hand now is a return to glory! The Japanese stock market is in an obvious decline, and more international hot money will join in. Remember, don't give them any chance to escape by chance!" Yang Mo said categorically!

Guo Kexin also asked in confusion: "On what basis do you judge that Japanese chaebols will abandon their allies and close their positions?"

Yang Mo said in a deep voice: "Intuition, I can't give you a clear reason for the time being. From now on, we will suspend the short selling of real estate trust bonds, put most of the funds in the Osaka Futures Exchange and the SGX, and block the main positions of many parties." !”

After Yang Mo finished speaking, he turned to look at Li Heping and said: "Heping, sell a favor to HSBC and tell Jonathan our judgment. It's up to him to decide where to go..."

After receiving the call from Li Heping, Jonathan could hardly describe his shock. If the final trend of the long-short game is really as Li Heping said, Japan's major chaebols have lost their will to resist and are preparing to escape!

That is undoubtedly a great opportunity for HSBC to become the final winner of this capital feast!

Jonathan didn't believe that Li Heping could inform him, as he said, out of the friendship of many years of partnership!

There was only one possibility. Qianhai Asset Management and Zhiyuan Group made a full-scale attack on the stock market, futures market, and bond market. Their positions were extremely heavy and they were unable to stop the main players from using the futures market to liquidate their positions and flee. For the sake of safety, they sold this favor to HSBC. bank……

Of course, Jonathan also has his own channels. He knows that more and more international hot money is beginning to gather in Japan, and the balance of long and short forces is about to be broken. The board of directors is urging him to join this century war as soon as possible...