Chapter 491 [Stand out and support Brother Dongzi]
Tiansheng Capital has started to open long orders, which also means that the short orders held by Jingdong Company must be cashed out and left. There is no conflict between the two, because Tiansheng Capital has sufficient cash flow.
According to the report that Qi Wei subsequently submitted to Lu Ming, Tiansheng Capital made a net profit of US$1.3 billion from shorting Jingdong Company's stock this year. Of course, this figure does not include transaction costs.
This is also the maximum profit Tiansheng Capital can reap from this short selling of Jingdong. It is difficult to continue to expand profits. After all, the main force shorting the stock is Wall Street, and Lu Ming just got in and made a profit and ran away.
But a profit of US$1.3 billion is undoubtedly an astronomical figure.
Although compared with Tiansheng Capital’s current asset management scale and revenue scale, US$1.3 billion is relatively not a big number, but don’t forget that during the same period, Lu Ming was not just shorting Jingdong, a Zhonggai Internet company.
target.
Looking at the Zhonggai stocks, we can see that the Zhonggai stocks that are familiar to the majority of melon-eating netizens, including Jingdong, Wangzheng, Penguin, Ali, etc., are now turning downwards and maintaining a downward trend.
Tiansheng Capital's diving funds are currently shorting these targets, and they have already made considerable floating profits. As far as the total short-selling profits from Zhong concept stocks are concerned, as of last night's closing data, the total is 57.6 billion U.S. dollars.
To say that the target with the greatest profit from short selling is really not Jingdong, although the decline is deep enough and the total market value of more than 40 billion US dollars is not small, it is still a bit small.
The majority of the absolute profit of US$57.6 billion was contributed by super large-cap stocks such as Penguin and Ali. The market value of any one of these behemoths is more than ten times that of Jingdong.
In fact, Tiansheng Capital's short selling of Zhonggai stocks last night was a night of profit, because not only did the Jingdong flash crash wipe out 50 billion yuan in market value, but also Internet giants such as Penguin, Alibaba, and Baidu appeared.
Big drop.
The market value of the four BATJ giants has shrunk by hundreds of billions of yuan. Penguin, which is listed in Hong Kong, plunged -4.08% yesterday, with its market value shrinking by HK$131.4 billion that day.
Ali, which is listed in the United States, also fell sharply by -3.64%, and fell by 2.61% the day before yesterday. The decline in two days reached -6.16%. Its market value evaporated by US$27.7 billion, approximately 190 billion yuan, and the loss far exceeded that of Jingdong.
Baidu, which is also listed in the United States, also fell by 2.67%. Baidu had the smallest decline among BATJ, with a market value loss of about 25 billion yuan, and the smallest market value loss.
Lu Ming actually also knew that although Tiansheng Capital had made a profit of US$57.6 billion in this short-selling plan, the profits harvested were not all leeks from the United States.
There are not a few domestic institutional investors who hold Zhonggai stocks, and even the bulk of the gains are made by domestic institutional investors.
From the perspective of the overall national wealth, this wave of operations has offset the loss of domestic wealth, and the remaining half is harvesting leeks from the United States, which is already very good.
But then again, it's better than having everything cut off by Wall Street.
You know, in the past few years, even though domestic houses have gone up like crazy, the country's foreign exchange reserves have lost 1 trillion US dollars during this period. The loss of this wealth abroad is a truly astronomical figure.
Whenever he sees these data, Lu Ming is unambiguous when it comes to cutting the US stock market. He only hates that his sickle is not cutting hard enough. No matter how powerful Tiansheng Capital's sickle is, it cannot compare with the loss of 1 trillion US dollars.
…
But it is said that Brother Dongzi's matter is still continuing to ferment, and all kinds of bloody dramas are still being staged. People from all walks of life are competing to watch, and the Internet is very lively.
"I heard that some international bigwigs have long planned to short Dongzi Ge's company, and this time Dagua seems to be a boost."
"I guess the short sellers may be sighing at this moment: It fell down before even exerting any force, haha."
"Big Short Seller: I originally bet on it falling based on a series of high-level analysis and judgments, but now it has come true because of such a broken and low thing. I feel that my position as a short-seller has been lowered... [dog head]
"
"Not to mention, as early as the end of last year, Jingdong's short position had increased significantly. The international big guys must have planned to short Jingdong."
"Don't just open your mouth and follow what others say."
"Believe it or not, go outside and look at the data disclosed by the Financial Industry Regulatory Authority of the United States. Short Jingdong's stock position surged by nearly 20% in 15 days at the end of November and early November. Among all Jingdong's circulating stocks,
, 8.8% of the stocks are shorted... Forget it, if you can’t get out, I’ll take a screenshot for you.”
"Look, there is reason, evidence, pictures, and the truth. This is called professionalism!"
"This incident has made things worse for the already weak stock price of Jingdong. The most innocent people to be implicated are a large number of domestic and foreign investment institutions and basic citizens who hold related QDII."
"QDII fund? Who buys that thing? Only Brother Yi's Tiansheng Global Vanguard Hybrid QDII Fund can be bought. The others are all scum, I would say. It's a pity that beautiful countries can't afford it. Tiansheng Capital has never been replaced by beautiful countries.
After the ban, its QDII fund had no choice but to be liquidated."
…
As the popularity increased, all kinds of ghosts and monsters also came out. Of course, there were also experts who dug up relevant information, and a lot of the content was re-excavated and attracted more people's attention.
Especially the news that Jingdong was shorted.
For example, a research report released by Credit Suisse on April 20 this year was dug out. The report showed that in order to cope with the impact and impact of new retail, Jingdong is constantly increasing logistics, technology research and development and
Investment expenditures have led to an increase in its costs. Affected by this, Credit Suisse lowered Jingdong's profit forecast for 2018 to 33% and next year's profit forecast by 15%.
In addition, Morgan Stanley also previously downgraded Jingdong's stock rating from overweight to equal, and significantly lowered the target price from US$53 to US$45.
In addition, Shenwan Hongyuan also released a research report last month. The revenue for the second quarter of this year announced by Jingdong was in line with expectations, but the adjusted net profit was 487 million yuan, a year-on-year decrease of 51%, lower than expected, and also lowered the target.
The price was lowered from US$40 to US$35, maintaining a neutral rating.
These are very early bearish data, and Jingdong's current stock price has dropped to 26 US dollars.
What people are seeing now is that not only has Jingdong been short-sold, but institutions have also reduced their holdings.
As the third largest shareholder of Jingdong, Tiger Fund has long since disappeared from the list of major shareholders. Although Tiger Fund slightly increased its holdings of Jingdong's shares at the beginning of this year, it had sold them before March when Jingdong's stock price was relatively high.
of stocks held.
In addition to Tiger Fund, many Wall Street investment institutions have also reduced their holdings in Jingdong, including Fidelity Investments, one of the largest financial services and mutual fund companies in the country, which is also a shareholder of Apple and an investor in Google. This institution also
After reducing its holdings in Jingdong, Dodge Cox, a well-known fund company in China, also continued to sell Jingdong's shares in the first two quarters of this year.
…
Friday, September 7th.
At this moment, Lu Ming was sitting on the sofa in the rest area of his office, and Han Qiulin was also reading the latest news she had compiled for Lu Ming.
"It can be said that Jingdong Company is besieged on all sides these days, with negative impacts coming one after another, and various institutions are betting against the company." Han Qiulin said methodically: "The chief investment officer of APS Asset Management Company recently publicly stated: I think
All the evidence available shows that Jingdong is a stock that has been wildly hyped."
"Rob Sanderson, an analyst at MKM-Partne, a well-known U.S. investment research institution, also recently evaluated Jingdong. He claimed that negative publicity may damage Jingdong's ability to attract international brands into its market. In the past two years or so, Jingdong has...
The leader has always been the center of attention."
"Many people in the industry have a view that the founder of Jingdong has close to 80% of the voting rights and firmly controls the decision-making of this second largest e-commerce company in the country. Therefore, the future trend of the company's stock price will be very large.
tied to the fate of its founder."
At this time, Lu Ming suddenly asked: "Is there any organization that sings more songs now?"
Han Qiulin put down the materials, looked at Lu Ming and shook her head: "No, there is no organization with a certain influence."
Lu Ming said with a faint smile, "We don't even have a family. Brother Dongzi is miserable enough. He has the ability to defeat thousands of people."
After a moment, Lu Ming added: "Since no one has come out to support Brother Dongzi, let's stand up and support him. Have you finished the Jingdong Research Report that I asked my subordinates to prepare a few days ago?
"
At this time, Tiansheng Capital, which has huge domestic influence and even has a certain influence in the global investment community, comes out to be long, even if it does not actually buy a share, but is just publicly long, for Jingdong at this juncture
It's enough to be considered as a help in times of need. Why would Brother Dongzi miss Brother Yi's kindness?
