On the morning of July 16th, it was time for listed companies to announce their financial reports to the outside world. The development of Hong Kong enterprises in the past six months has been quite bad, especially these real estate groups. Since they have begun to withdraw from the Japanese property market, their financial statements this year are very impressive.
, and the profits are also very high.
This also caused the market value of real estate groups such as Sun Hung Kai, Cheung Kong, Zhaoji, New World Development, IWC, Hongji, Shun Tak, and Chinese Land to skyrocket again in the afternoon.
At the market close in the afternoon, Sun Hung Kai firmly held the number one position among the real estate groups in the Hong Kong stock market with a market value of HK$43.6 billion, followed closely by Cheung Kong Group, which ranked second in the real estate sector in the Hong Kong stock market with a market capitalization of HK$42.5 billion.
Of course, this is because Wheelock Group and Shin Kong Properties have not been listed. Otherwise, the market value of the two major groups would easily reach the top. Even Xiangjiang Communications Group, which currently has a market value of HK$113.6 billion, would be underwhelmed by the two major real estate groups.
Although nine months have passed, the Hong Kong stock market has still not recovered to its peak before the stock market crash last year. This morning, the Hang Seng Index was only hovering at 3,200 points.
Fortunately, in the afternoon, the half-year performance of the real estate department, light industrial manufacturing department and entertainment media department was very good, which led to the rise of the Hong Kong market. The Hang Seng Index rose by more than 5% in a single day, a strong increase of more than 160 points, and the Hang Seng Index closed at 3382 points.
Close.
At the same time, the total market value of the Hong Kong Stock Exchange has once again exceeded one trillion Hong Kong dollars. Before the stock market crash last year, the total market value of the Hong Kong Stock Exchange exceeded 12,000 Hong Kong dollars. Unfortunately, after the stock market crash, the total market value of listed companies fell by nearly half.
It took nearly nine months to climb from the lowest total market value of nearly HK$640 billion to the current level of over HK$1 trillion.
Xiangjiang is still relatively stable. Li Guangyu feels that the Japanese stock market is crazy. I wonder if the lessons learned to them last year were not too profound. In less than nine months, the Nikkei index there not only returned to last year's level, but also recovered.
It is rising rapidly, with an increase of more than 10% today, and the Nikkei Index has also exceeded the 20,000-point mark.
In Li Guangyu's office, Sun Jianping, vice president of Tianyu Group, reported to Li Guangyu in detail the situation of various stock markets in Asia, with the focus being the Japanese stock market.
He said to Li Guangyu: "Li Sheng, I don't know what the Japanese side is thinking. I think they are likely to follow the same path as ours in Xiangjiang. The most brilliant thing there now is the stock market and the property market. These two are now inextricably linked."
The sharp rise, if this continues, Japan’s economy will fall from heaven to hell in less than two years.”
Sun Jianping can guarantee that if this continues for less than two years, the group of people on Wall Street in the United States will come back. Even if they join forces with Asian capital, it will be useless. The Japanese stock market is soaring, and the market will be too big by then, and they will not be able to protect it at all.
When the Japanese stock market plummets, it will naturally affect the stock markets across Asia. I am afraid that they in Hong Kong will also be implicated, and the same will be true across Southeast Asia.
Li Guangyu doesn't know, but Japan's self-confidence is now swelling, and the top management and major financial groups are full of confidence in Japan's economy. Now he has no way to stop it.
Li Guangyu said: "Don't worry about the Japanese stock market for the time being. Just keep the shares in the Japanese stock market in your investment company account and wait until next year. As for Japanese futures, you can go long in a small amount, with 2 billion US dollars as the amount."
Limit, still 5 times leverage.”
Li Guangyu now has a lot of funds in his hands, and Tianyu Investment Company also has a lot of funds of its own. However, the Japanese stock market still cannot grow too big, otherwise it will be easy to be deceived by Japanese consortiums and hot money.
At present, investment companies are mainly long the Japanese yen and short London gold. Since the beginning of this year, the price of London gold has continued to fall. Although there was a brief rebound in March, it soon continued to decline.
Especially in June when the Soviet Union withdrew its troops from Afghanistan, London Gold also plummeted again. Now the global stock market is gradually recovering, the situation of two-level confrontation is gradually thawing, and major conflicts have ceased. In this relatively peaceful environment, London Gold
Prices are no longer strong either.
Moreover, the news coming back from the Political Research Office is that a ceasefire will be achieved between Iran and Iran, and the war between the two countries will also end. London gold and oil will be negative. You must know that both countries are important oil exporting countries.
However, Li Guangyu did not short-sell crude oil in a large amount. After all, the price of crude oil is already very low, and even if it continues to fall, it will not fall much.
On the contrary, London gold has been skyrocketing since 1986, rising from just US$300 per ounce to its peak of US$496 per ounce in early January this year.
Now the price of London gold has dropped to 438 US dollars per ounce. Li Guangyu believes that the price of London gold will continue to fall. This time in the London gold market, Tianyu Investment Company invested 10 billion US dollars in cash and shorted with five times leverage.
London gold.
The reason why we only use five times the leverage is because we are still worried about the sudden rebound of London Gold. The risk will be much less if the leverage is smaller.
The Chen family's long orders were traded as early as March when London gold rebounded. The Chen family suffered a loss of nearly 300 million Hong Kong dollars, which made Chen Xinglin very angry. This was almost the profit of their Xinglin Group in the past year.
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Now Chen Qiwen can only get 50,000 Hong Kong dollars in living expenses from the Chen family every month, and Chen Qiwu has fully taken over the Chen family's industry.
Sun Jianping spoke up and said: "Li Sheng, we are in the United States. It is becoming more and more difficult to invest in American Internet and high-tech companies. Only well-known companies have shut out our Tianyu Investment Company, even companies that are not well-known.
, after we raise funds, even if there is a slight development, we will not be allowed to continue to raise funds.”
Li Guangyu had received a similar report a long time ago. Li Guangyu knew that this was because the American consortium and Wall Street capital wanted to drive him out of the American market. With the development of technology, the prospects of the Internet industry and many technology companies are getting better and better, and Tianyu
Many of the companies that investment companies invest in are companies with very good prospects in the United States, and they are not willing to let outstanding companies from their own countries work for Li Guangyu.
The founders of major companies, whether considering the influence of Wall Street capital or the development of their own companies in their own countries, have tried to reduce Li Guangyu's shares in the company as much as possible.
Li Guangyu still holds 8% of Microsoft's shares, 15% of Apple's shares, 28% of Cisco's shares, 14% of Oracle's shares, 12% of Intel's shares, and other shares of some relatively good companies.
.
Among them, Microsoft, Apple, Intel, and Oracle have all been listed, and he is not afraid of his shares being diluted.
As for Cisco, even after several rounds of financing, he can control at least 15% of the shares. Not counting other shares, he can safely become the richest man with just the shares of these companies.
Although due to his influence, Microsoft was strongly impacted by Suzaku Software, Apple's current market is not that good, and Sun Hung Technology Co., Ltd. is also following the path of Cisco. However, the market value of these previously listed companies is still good, and Cisco is also
It is not comparable to Sun Hung Company.
An American consortium once wanted to force him to give up his shares, but he did not agree. That is why the current situation emerged. The other party tried every means to prevent him from making angel investments in Internet and high-tech companies there.
Li Guangyu also gave up on that place. He made first-round investments in some well-known companies and tried to get more shares, but there would be no future without him.