Chapter 089
Zhou Yang is a nameless person and is too lazy to consume brain cells. He directly called his joint venture animation company East Dream Works, or EDW company, which translates it into Chinese as Oriental Dream Factory.
Zhou Yang is not sure whether the two IPs, Transformers and Peppa Pig, can release bright light.
Anyway, he threw down a idle guy first, just regarded it as a venture capital, and if he failed, he would only lose several million Hong Kong dollars. If it exploded, he would make a fortune.
After leaving the daily management of EDW company to Ding Wushou, Zhou Yang's recent work focus is still on the Hong Kong stock market.
After the Lunar New Year, the Hong Kong stock market began to fall as Zhou Yang expected. In just one month, the Hang Seng Index quickly fell below the 1,300 point mark from the high of 1,650 points.
Although Zhou Yang made short-selling arrangements in advance, his position was not high, and he could only say he made a small profit. On the contrary, the Hang Seng Index fell below 1,300 points, and when a new round of bear market panic occurred in the Hong Kong stock market, he began to buy stocks in large quantities because the last wave of surge in this bull market was about to come.
“…
The decline of Hong Kong stocks after the Spring Festival is not because of major changes in fundamentals, but mainly because of frequent fundraising activities by listed companies, and a large number of blood drawn from the market through additional issuance of new shares has caused a certain blow to the confidence of investors.
I believe that after April, as major companies release their performance reports for last year, investors will soon regain their confidence in the market.
…”
This is Zhou Yang's prediction of the subsequent trend of Hong Kong stocks in a written interview with Xinbao. Since becoming famous for gossip news, he and Xinbao have also begun to cooperate a little.
Zhou Yang occasionally writes a short article on the stock market review in Xinbao. Of course, Zhou Yang only appears when he is bullish every time, and if he is bearish, he will not show up.
Moreover, he has a very professional ethics. He sings in the newspaper, and he invests in and buys the price and has never done the disgusting thing about singing the price and selling short.
However, after Zhou Yang made a big bullish price on Hong Kong stocks this time, the Hang Seng Index did not immediately rise, but only after a small surge in mid-March, it quickly fell back.
The main reason for this is that HSBC adheres to the original plan to issue new stocks, which not only absorbs a large amount of funds from the market, but also further damages market confidence. The rise and fall of stocks is based on the supply and demand relationship. If the buying order is more than the selling order, the stock price will definitely rise, and vice versa will fall.
It is reflected in the capital side. If more funds flow into the stock market than outflows over a period of time, the market will definitely rise, and vice versa.
The issuance of new shares means that listed companies will withdraw money from the market in addition to large amounts of money. When a large number of companies do this at the same time, it will have a chilling effect on the market.
Although Hong Kong stocks are still weak after April, Zhou Yang did not change his judgment. The recent weakness of Hong Kong stocks has given him the opportunity to continue to build positions.
It may be because of Zhou Yang's fame bonus, or it may be because the sign of Merrill Lynch Bank is more attractive to Hong Kong investors, or it may be because the story at the promotion meeting was told well. In short, Zhou Yang's asset management plan promoted by Hong Kong was smoother than he expected.
When the time came to early April 1981, the total amount of funds raised by the asset management plan had reached US$15 million, which greatly exceeded the original goal. Of course, Zhou Yang still did not choose to close the fund pool in advance. After all, who would think of too much money?
Although all so much money has not been invested in Hong Kong stocks, after adding leverage, Zhou Yang's actual funds invested in the Hong Kong stock market have exceeded HK$100 million.
What is the concept of 100 million Hong Kong dollars in cash for the Hong Kong stock market in the early 1980s?
The total transaction volume of Hong Kong stocks last year was HK$70 billion, while the transaction volume in 2020 was HK$29 trillion. This means that the fluctuations caused by investing 100 million Hong Kong dollars on the market are similar to the 40 billion funds in 40 years later.
It is definitely not easy to buy so many stocks at once and avoid causing severe market fluctuations as much as possible. Fortunately, the additional issuance of new stocks by HSBC Bank gave Zhou Yang the best cover.
After completing the stock position building, Zhou Yang only needs to wait quietly, and the Hong Kong stock market will usher in the last wave of surge in this bull market.
He has even started thinking in advance how to continue to make profits when the bull market ends and turns into a bear market plummet. And the Jianing Group, which he was targeted by him a long time ago, is obviously a good tool.
If God wants to destroy people, he must first make them crazy!
Since Zhou Yang successfully speculated on the stock of Jianing Real Estate last year, Chen Songqing has been making great moves, and there are big news about him and Jianing Group almost every month.
In September last year, Chen Songqing bought a 30,000-ton dry cargo ship for HK$61 million, and formed Jianing Shipping. He ordered four new ships from RB and Europe in one go, preparing to enter the shipping industry in large numbers.
According to market rumors, Chen Songqing is already in contact with the major shareholders of Hong Kong Vida Shipping, hoping to inject Jianing Shipping's assets into Vida Company and use a portion of Jianing Real Estate's shares in exchange for a full controlling stake in the listed company.
The ship disaster is near, and the world's ship kings like Bao Yugang are actively abandoning their boats to land. It can only be said that Chen Songqing's investment vision is not very good.
In addition to Vader Shipping, Chen Songqing also controlled three listed companies, Rama Tower, ZIP Enterprise and Overseas Chinese Real Estate last year.
The purpose of his series of operations is very obvious, which is to replay the game he played last year on Jianing Real Estate, to increase the market value of listed companies, then issue new shares to raise funds, or to mortgage shares of listed companies to borrow from banks.
The funds raised by Chen Songqing were mainly invested in real estate, in addition to maintaining stock prices and acquiring and expansion. For example, he purchased the land of the United Soda Factory from Lu Yanqun and was said to be preparing to build an industrial building.
In addition, Chen Songqing also cooperated with Land and Xinjingfeng and other companies to form a new consortium, preparing to acquire the land of Miramar Hotel for HK$2.8 billion to develop a comprehensive commercial center similar to Land and Plaza.
The big collapse of Hong Kong's real estate industry is also right in front of us. It can be said that Chen Songqing's business operations are indeed very powerful, but unfortunately he stepped on the wrong market.
If he had started playing this game at 5 o'clock in advance, relying on this round of real estate market, the stock market surged, which was enough to flatten all the early bank loans and become a veritable wealthy man in Xiangjiang, unlike now that he was just an empty arsenal.
"Hill, how is Jianing's information collected?" Zhou Yang talked to him on the phone about the problem with Jianing Group when Naoki Naoki was still in New York and had not come to Hong Kong.
After he formed his own team, Zhou Yang did not suspend the collection of all information from Jianing Group and Chen Songqing. Naoki Naoki Naoki was the person in charge of recommending this matter.
"Boss, only if you need it, I can write a bearish report of tens of thousands of words at any time to ensure the information is detailed and the logic is smooth." Naoki Nakagawa said confidently.
"Just write me a brief internal report first. Now is not the time to release this bombshell." Zhou Yang asked.
Naoki Nakagawa is the "short-minded king" he is working hard to cultivate recently. Making money by bent on the short is a very hateful thing. For example, Soros' short-selling exchange rates and stock markets of Southeast Asian countries that year directly triggered the Asian financial crisis, and countless people wanted to tear him to pieces.
Zhou Yang naturally doesn't want to be missed by countless Hong Kong stock investors who have suffered heavy losses, so he has to find someone to attract fire. Naoki Nakagawa, who likes to show off, is a good choice. As the saying goes, foreign monks are good at chanting scriptures, and this sentence also applies to Hong Kong.
So recently, Zhou Yang's team's predictions on Hong Kong stocks, the bullish news will be made by Zhou Yang himself, and the bearish bad news will be posted by Naoki Nakagawa. Because he has made accurate predictions several times, Naoki Nakagawa, the RB investment master, has also become famous among Hong Kong stock investors.
Chapter completed!