The Son of Finance of the Great Age

  Chapter 592 Introducing the King into the Urn (Part 2)

"good!"

Seeing that his boss figured out the joints so quickly, Daniel Johnson secretly felt admiration for Soros. At this time, he really wanted to compliment his boss, but on second thought, it is not yet During the compliment, he immediately put away his compliments, nodded solemnly, and continued, "There is another point that cannot be ignored, that is, the Volkswagen Group and the Porsche family have inextricably linked grievances. Now, what is the specific intention of the Porsche family to acquire the Volkswagen Group, I am afraid it is difficult for the outside world to know. However, since the goal of holding half of the shares has been released, there is absolutely no reason to take it back. However, as long as the government of Lower Saxony can be persuaded, the holding If it reaches 50%, or even less than this number of shares, the entire acquisition process is considered to be completely completed. Before that, they have to spend a lot of money to acquire the shares of the Volkswagen Group."

"As for the appearance of Zhongshi, in my opinion, there are only two possibilities. The first is to attend Wolfgang Porsche's birthday party as a celebrity. After all, he is now a world-class rich man. It is also a good idea to invite him to attend the banquet. A kind of honor. Another possibility is that Wolfgang Porsche put the financing plan on the other party. After all, Zhongshi is worth tens of billions, and most of them are in cash. This kind of cash cow naturally becomes Porsche. The first choice for financing. But something happened at the birthday party that day, which greatly reduced the possibility of the former.”

   "Oh?" Hearing this, Soros' eyes suddenly lit up, and he hurriedly asked, "What happened? How can the possibility of the former be greatly reduced?"

Daniel Johnson did not answer immediately, but lowered his head and pondered for a while, and after silently organizing the words in his heart for a long time, he said carefully: "The thing is like this, it is said that Zhongshi and Adolph Merck There was a little conflict in Leh. According to the description of the people present, the Porsche family firmly stood on the side of Zhongshi and drove Adolf Merkle out mercilessly. By the way, Adolf Merkle It is not a simple role either, he is the fifth richest man in Germany, and it is said that the assets under his name have reached tens of billions of dollars."

"It's obviously unreasonable for the Porsche family to offend such a rich man for the sake of Zhongshi!" A puzzled look flashed in Soros' eyes, but he regained his usual calm in an instant. Chin, head began to turn rapidly, "It seems that the Porsche family really has a different view of Zhongshi. As for the purpose, it is naturally because of the cash on hand of the other party. Interesting, really interesting."

"Boss, I think we can take advantage of this to do something?" Seeing that he has successfully persuaded Soros, Daniel Johnson will naturally not let go of this great opportunity to express himself, "For example, Taking advantage of the opportunity of the stock of Volkswagen Group to rise, take the opportunity to go long on the stocks of both parties, and you will definitely make a lot of money in this way.”

  For this kind of acquisition in the secondary market, the stock price rise is inevitable, and the more dispersed the equity, the greater the stock price rise. Because for the acquirer, the game is long-lasting and lengthy, and under the influence of the herd effect, the stock price will only get higher and higher. On the contrary, for those companies with relatively concentrated equity, as long as a premium agreement is negotiated with major shareholders, the rest is a matter of procedures.

  Volkswagen Group now has a total share capital of about 310 million shares. Excluding the Lower Saxony state government and the current Porsche and Volkswagen board of directors, there are still nearly 30% of the share capital flowing in the market. In this case, there is no way to buy the shares of the Lower Saxony state government and the Volkswagen board of directors for the time being, and the floating shares on the market need to be sold by Porsche. In this process of slowly absorbing chips, the stock price will only be pushed higher and higher.

   "No, we don't go long, we go short!" Amidst Daniel Johnson's dumbfounded, Soros said slowly.

  Generally speaking, in the foreseeable market, following expectations is the correct way to invest. Just like the current Volkswagen Group stock price, everyone can foresee that it will rise, so in this case, it is undoubtedly the best way to go long. But at this time, Soros said that he should go short when he knew that it would rise, which made Daniel Johnson very puzzled.

"Since even you know that the stock price of Volkswagen Group will rise, the entire market will definitely realize that their stock price will rise. If we choose to go long at this time, not only will our cost of opening positions increase, but also whether we can absorb enough In addition, after the announcement of this news, I believe that the stock price of Volkswagen Group will soon deviate from the fundamentals, and it is not my style to go long under such circumstances.”

  Soros looked at Daniel Johnson's puzzled eyes, and explained inwardly.

"There is also a very important point. If the acquisition can really be completed, it will be useless for the Lower Saxony state government to object at that time. And once Porsche stops absorbing chips in the market and achieves its goal, then the stock price of the Volkswagen Group It is bound to return to the normal price. Therefore, all we need to do now is to wait for the market's expectations to push the stock price of Volkswagen Group to a high level before shorting, and then quietly wait for the final completion of this transaction."

   "So it is!"

  After such an explanation, Daniel Johnson finally realized, and the way he looked at Soros was different. This way of thinking, which is very different from that of ordinary people, opened his eyes. Only then did he truly realize that his boss is indeed extraordinary.

At this time, formulating a strategy of shorting Volkswagen Group stocks has another advantage, that is, entering the market first before the entire peers may not realize it, and it is very likely to grab the largest bargaining chip in the market. Get the most benefit in the future.

  For a while, Daniel Johnson's admiration for Soros was like a torrent of water, endlessly flowing...

At this time, Soros was also complacent about his excellent eyesight, but what he never expected was that all of this was a trap set by Zhongshi for him, and even his reaction today was also influenced by Zhongshi. calculating. And soon in the future, he will pay a heavy price for today's self-righteous decision-making.

   Thanks to book friends Xiao Qi for the miracle of civilization and carlwang for voting monthly! I hope that friends who have monthly tickets and recommendation tickets can vote more. Thank you very much for your strong support, and I look forward to more book friends paying attention to this book~!

  (end of this chapter)