The next morning, Li Guangyu listened to Sun Jianping, Qin Yingqiang and others' reports on the Xiangjiang stock market at the Tianyu Investment Department.
This time it took a month, the investment amount was quite large, and the rewards were naturally great.
Sun Jianping was born and said: "Li Sheng, currently our harvest is mainly from futures. As for stocks, we control shares with a market value of more than 18 billion US dollars. In this regard, Li Sheng needs to decide which shares we will keep. We will slowly
Put unnecessary items back into the stock market and try to avoid causing major shocks to the stock market."
Now more than two-fifths of the circulating shares are in the hands of Tianyu Investment Company. In the future, we can only slowly release some shares that Li Guangyu does not pay special attention to. This will not only reduce the pressure on Tianyu Investment Company, but also increase the number of transactions on the Hong Kong Exchange.
of vitality.
If he held on to the shares, he estimated that Li Fuzhao would come to talk to him in person before long.
Li Guangyu himself did not intend to leave many shares. He said aloud: "This time you will only leave HSBC, Standard Chartered, Wharf, Hang Seng, China Power, Hopewell Holdings, Heungkong Dairy International Company, Jardine Land, Jardine
Just the holding shares will be enough, and the rest will be slowly released to the market starting next Monday."
Sun Jianping took special notes on the companies ordered by Li Guangyu, and then said: "Li Sheng, in addition to Xiangjiang Milk International Company, these groups already have directors, and the shares of our other companies have also exceeded 10% this time. Do we need it?"
Arrange for shareholders to come over, and which groups or funds hold these shares?"
In order to avoid some trouble, the Li Group will generally not control the shares of multiple listed companies with the same nature as a fund or group. This time there are several banks, and Tianyu Financial Group will not control these shares.
Li Guangyu thought for a while and then said: "The shares of HSBC Bank will be transferred to the South China Electrical Appliances Group, and they will arrange for people to serve as directors at HSBC. Standard Chartered Bank will be transferred to the Xiangjiang Air Transport Group, and Hang Seng Bank will be transferred to the Hengyu Supermarket Group and Wharf."
Arranged by your group, Hopewell Industrial is held by Chunghwa Electric, CLP Power is held by Xingyu Gaming Group, and Jardine Holdings and Jardine Land are controlled by two major funds."
The groups that control these shares are not listed companies, and Li Guangyu has no plans to list these groups for the time being. If they are listed in the future, they will first transfer these shares.
Anyway, these belong to him and are quite convenient to operate. In Li Guangyu's heart, the six major groups, Phoenix Group, Xingyu Game Group, Hengyu Supermarket Group, South China Electrical Appliance Chain Group, Tianyu Financial Group, and Oriental Semiconductor Group, are absolutely not the same.
It will be on the market.
These are also the six core pillars of the Li Group's future. As long as these six major groups are healthy and stable, the Li Group will not suffer a devastating blow.
Sun Jianping then reported on the situation of Hang Seng Index futures. This time they mainly received orders in two time periods. One time period was before the 15th. At that time, they took over 600,000 short orders with hot money, and the average point was 3852.
The second time period was last Monday, when the Hang Seng Index once again had a large number of short orders in the futures market. They took over 800,000 lots, with an average of 4,095 points.
At the end of yesterday's trading time, the Hang Seng Index reached a high of 4,468 points. Although it is still far from the highest peak of 4,536 points this week, this has already made Tianyu Investment Company gain a lot.
In the first period, Tianyu Investment Company made a profit of HK$18.25 billion after excluding various handling fees. In the second period, it made a profit of more than HK$14.75 billion after excluding various handling fees. The total profit in the two times was 33 billion Hong Kong dollars. When converted into U.S. dollars, it exceeded
4 billion US dollars.
This is enough to make the people on Wall Street in the United States feel heartache. Although it does not hurt the foundation of the American conglomerate, it is enough to make the people on Wall Street stay away from the Hong Kong stock market this time.
According to Sun Jianping's estimate, including various handling fees and the suppression of stock market securities, the loss this time will exceed US$7 billion.
Li Guangyu said: "You are now shipping goods while keeping a close eye on the layout of London gold and stock markets in various places. This money and the 8 billion US dollars I transferred before are all used as your margin, and the funds of the major banks that finance
The money has been returned, and now the major banks are not rich in funds."
Sun Jianping naturally has no objection. He now has very sufficient funds. Even if he is shorting stock markets in various places, he needs to cover his position at any time. However, the amount he entered is not large, so there is no need to worry there. The unit price of London gold is constantly rising, and he does not need to worry.
Not counting the US$20 billion in these two places, nor the US$15 billion worth of shares in his hand, after paying off the US$10 billion in loans and interest, he will still have more than US$8.2 billion left in his hand.
And he will start to slowly ship goods next week, and the funds in his hand will only increase, and he will not worry about insufficient reserves and liquidation.
If the funds he is currently operating are known to the outside world, it will probably cause a shock, and he will immediately become a global figure. It is estimated that he will be the cover person of Time Magazine next year.
However, he knows very well that he will never enjoy such treatment. The industry he is engaged in is destined to hide behind the scenes, and being in the limelight will only make him die faster.
Sun Jianping said aloud: "Li Sheng, I will settle the fees with several major banks in the afternoon and return the money to each major bank.
London gold has rebounded strongly this month, soaring from US$436 per ounce to US$463 per ounce. I predict that it will not be long before it breaks through this year's high of US$482 per ounce."
The semi-annual reports of European and American listed companies still have a great impact on the market. Stock markets in various places are also fluctuating these days, which does not appear to be very stable. There are also more and more short orders on stock market futures in various places, which has also contributed to the rebound and rise of gold prices.
Li Guangyu believes that October is the time for American consortiums to take action. With the pressure exerted by the fluctuations in the past few months, coupled with the layout of these consortiums in these months, once the financial reports for the first three quarters of October are released, the stock market will be hit again.
If they continue to add fuel to the fire, the panic that started in New York will be inevitable. By then, all places will be affected by the U.S. stock market, and no one will be immune, including the Hong Kong stock market.
At that time, Li Guangyu will only keep an eye on hot money. As for the normal decline of the stock market, he can only let it develop. The Hong Kong stock market is now very artificially high, especially this month due to the competition between Tianyu Investment Company and the game, the Hang Seng Index soared by 500
A little more, which is an increase of more than 10%, which is extremely abnormal.
He needs to wait for the artificially high water in the Xiangjiang stock market to be squeezed out before joining forces with his allies to protect the market so that the Xiangjiang stock market can develop in a healthy and orderly manner.
Li Guangyu said: "Don't rush out of the London Gold position for the time being. Just pay attention to the market price and wait until the end of October to see the situation. You must be cautious when entering stock markets in various places. Do more white gloves and try not to
Let local governments trace us, and the amount of funds must be allocated reasonably, and each stock market should not be too large."
Originally, Li Guangyu planned to direct the pursuit of attention to Eastern Europe, but then he thought about it and decided not to go there. Now Donghua Trading Company is cooperating very well with them, and the trade volume is getting bigger and bigger.
Although it was barter, the profits gained by the Li Group were not small at all.
He believes that if this development continues, within two years, the Lee Group will be among the top five trading partners of most Eastern European countries.