Time flies and we arrive in 2009 in a blink of an eye.
Friday, January 2nd.
In the office of New Era Group, Lin Zuhui leaned on his chair and thought. It turned out that he found that he couldn't spend the money.
After the financial crisis, New Era Group started a bargain hunting mode, mainly focusing on three areas: real estate, hotels, and mining.
In terms of real estate: office buildings, shopping malls, and commercial real estate management companies in Europe and the United States are all targets; in Asia, they are mainly concentrated in Hong Kong and the mainland, and have also entered the commercial real estate fields in South Korea, Singapore, and Southeast Asia.
In terms of hotels: Langham Hotel Group has shifted its development focus to Asia, and of course it does not rule out investing in luxury hotel projects in Europe and the United States. Overall, the hotel industry has entered a stable development stage and will no longer expand vigorously.
Mining: Taking advantage of the global financial crisis, New Era Group has increased its investment in the mining field. Of course, it is mainly based on shareholding and does not strive for controlling rights; the current investment direction is iron ore (Vale 5%, FMG12
.5%), lithium mines, and a small amount of investment in other mineral veins.
Especially in the layout of lithium ore, New Era Group has done very well. It has a lot of equity and voice in Chile, Argentina and other South American regions. With the development of Nanfu Power in the 'electric vehicle battery field', 'Era Mining
'The right to speak in the global lithium battery field will be even greater. It can be said that after planning many years in advance, before China and the United States have reacted, Times Mining has already established a huge network of relationships in the lithium battery field. As for whether it will
Facing government pressure, Lin Zuhui is not worried at all, because Times Mining is only a shareholder and director, not a controlling person, and it has also developed a deep friendship with local companies.
Lin Zuhui knocked on the table. He still felt that New Era Group was 'restricted' and couldn't help but compare it with Li Chaoren's current or future industries.
Just compare ‘New Era Group’ and ‘Changshi Group’:
Changshi Group's layout in the energy field is very terrifying and very proud, ranging from oil (Husky), electricity, to water treatment, etc., from the United Kingdom, Canada, to Australia, Israel, the United States, etc.
In these respects, Lam is at a disadvantage because he does not have the two trademarks of 'Hutchison Whampoa' and 'Husky', otherwise he could do better. After all, Hutchison Whampoa has British capital and Husky has Canadian capital.
Cheung Kong's retail layout is also very admirable. There are thousands of Watsons stores around the world, and the number of stores in the mainland alone is about to exceed 800. As the largest cash flow of Hutchison Whampoa, Watsons is a very huge company.
an asset.
The above are the areas where Changshi Group is better than New Era Group.
Of course, New Era Group also has more to be proud of:
In terms of real estate: 'Amazon Shopping Center' is the top three retail real estate companies in Europe and the United States; 'Canary Wharf Group' is the largest commercial real estate in Europe; 'Fully Real Estate' owns huge office buildings in North America and is also the best commercial real estate management company
One; 'New Era Commercial Management' is the largest commercial real estate company in Asia. It owns office buildings or shopping malls in Mainland China, Hong Kong, South Korea, Singapore, Malaysia, Thailand and other regions. Commercial real estate, as an industry with the lowest investment threshold in the world
, the return rate is not high, but with Lin Zuhui's "buying the bottom", "doing T" and other methods, as well as efficient management, New Era Group has achieved the highest return.
In terms of shipping: After selling a large number of "ships for leasing," Times Shipping is still a giant leading the Maersk Group. From container transportation, oil and gas transportation, ore transportation, to port/land transportation, logistics/tugboats, it has formed a
Huge group.
Beverage and food: This is the future of New Era Group. Jinmailang, Dicos, Wanglaoji, Red Bull, and Nongfu Spring have become the "early five tiger generals" in the mainland and can currently contribute billions of Hong Kong dollars in profits. Together with Totole,
Condiment brands such as Yang Xiecheng have huge assets. At the same time, 'Hengchang Beverage and Food Group' has acquired many brands overseas in recent years and expanded its business to the world.
Beer and spirits: Times \u0026amp; Newcastle Beer Group, this is a 100-billion-level beer group, ranking fifth in the world, ranking first in sales in India, Russia, the United Kingdom, and France, second in sales in China, and monopolizing the market in Xiangjiang
, also has a large share in Southeast Asia. As for spirits, we will seek investment opportunities in the future.
Telecommunications industry: Hong Kong Telecom and Australia Optus are the first and second local telecommunications brands respectively.
Mining energy: Vale 5% and FMG 12.5% in the iron ore field are very precious assets; lithium ore investment in the global field has been laid out very early and has a wide range; Nanfu Power may also become a global player
Lithium batteries' giant.
Biomedicine: Its 18 main drugs are included in the "National Essential Drug Catalog" by the Ministry of Health of China. The catalog has a total of 317 drug varieties. Great achievements have been made in the anti-cancer field; certain progress has also been made in the anti-aging field.
Progress.
The overall potential of New Era Group is very great!
In the end, Lin Zuhui gave up the idea of radical bargain hunting and planned to slowly distribute the cash flow on the account as dividends within three to five years, and only controlled the cash flow to less than 300 billion Hong Kong dollars.
Giving up aggressive bargain hunting does not mean that New Era Group has stopped developing. It can only be said to be moving forward steadily.
From now on, there will be no large acquisitions and no interruption of small acquisitions. This will be the norm for the New Era Group.
After the thought.
Lin Zuhui clicked on Sina on his computer and read the news.
"In 2008, the market value of the five richest people in Hong Kong evaporated by nearly 2 trillion yuan, and Lin Zuhui shrank by 930 billion yuan!"
This is about the shrinking market value of listed companies controlled by Lin Zuhui, Li Chaoren, the Guo Desheng family, Li Zhaoji, and Zheng Yutong.
Among them, the New Era Group controlled by Lin Zuhui has shrunk by 600 billion (peak 1.6 trillion), the media group has shrunk by 180 billion (peak 430 billion), Xiangjiang Telecom has shrunk by 100 billion (peak 200 billion in 2007), LEIT Group and Octopus Bank have shrunk by a total of 150 billion
.
This chapter is not over yet, please click on the next page to continue reading! Lin Zuhui smiled and shook his head. He did not care about the shrinking market value. After all, it had no impact on him.
What confused him the most was that New Era Group's cash flow was 500 to 600 billion, but those investors didn't hurry up and buy it, and the market value was only 1.02 trillion.
Sure enough, retail investors are leeks!
"The stock god taught me to buy gold, and 20,000 people in Hong Kong made profits, with profits reaching billions of Hong Kong dollars!"
This news is a bit interesting. It means that in October last year, gold dropped by 150 US dollars per ounce compared with September, or 730 US dollars per ounce. However, Lin Zuhui suggested that everyone buy spot gold, and asserted that the price of gold has risen to 1,000 in recent years.
There is absolutely no problem with the U.S. dollar per ounce. As soon as this statement came out, the next day all the people in Hong Kong started buying gold bars, gold jewelry, and even many people bought gold futures. There were also many local gold merchants and jewelers rushing to purchase goods.
It can be said that Lin Zuhui's influence is too great.
As a result, London gold soared by US$80 per ounce the next month (November), and rose by US$50 per ounce in December, reaching more than US$860 per ounce.
Something interesting!
........
Media Building.
Lin Zuhui was in the office, browsing Sina Video, and listening to the work report of Hao Dongjian, the president of Sina Video.
The reason why such a 'low-level' president can report to Lin Zuhui alone is obviously because it involves important business in the 'cultural industry'.
"Sina Video's current membership has exceeded 5 million. It has become the No. 1 streaming media website in Taiwan, Singapore, and Southeast Asia. It also has about 800,000 members in Japan and about 100,000 members in South Korea...
.”
"The filming of "Squid Game" has begun, using a simultaneous filming and broadcasting mode... As Sina Video's first 'self-made drama', we have invested heavily in filming, with a total investment of 60 million Hong Kong dollars expected...
..”
After listening to the report, Lin Zuhui commented: "Self-made programs are the only way for streaming media and the magic weapon for winning. The other two magic weapons are: first, combining streaming media with traditional TV, so that TV users can also become
Our members watch our programs; secondly, investing in local content is more conducive to local development. For example, to develop members in Thailand, you have to invest in Thai dramas. It can be said that by mastering these three magic weapons, Sina Video has become even more popular in Asia.
In Europe and the United States, both have good development potential."
Hao Dongjian's blood boiled when he heard this. This boss really had a long-term vision and was good at planning for the future.
"Okay, I remember what you said!"
The first good example of the three magic weapons of streaming media is Netflix's first self-produced program "House of Cards" in the previous life, which cost a huge investment of 100 million US dollars to shoot. When the media and television all ridiculed Netflix as seeking its own death,
"House of Cards" has brought unprecedented success to Netflix, with more than 3 million members in recent months.
The second magic weapon is the combination of streaming media and traditional TV. An example is Li Zekai's 'V Channel' in his previous life. Through the combination of traditional TV stations and the Internet, it has also developed very well in Southeast Asia. Of course, his one can only be classified as a small hit
It's a little fuss, and you brag to the heavens when you achieve a little bit of results. However, other people's methods are correct.
The third magic weapon is also the development strategy of Netflix in Asia in the previous life. At the beginning, Netflix was unable to open the Korean market (national cultural self-esteem). It was not until it invested in "Squid Game" that it opened the Korean market in one fell swoop.
The same is true in Japan. Netflix invests in the Japanese animation industry to open up the market.
Therefore, through these three magic weapons, Sina Video will definitely become a streaming media giant in Asia.
The only pity is that this streaming media giant cannot enter the mainland market, but outside the mainland and the Northern Dynasties, the global network is interconnected. Because of this, Sina webcomics and Sina videos have high hopes for Lin Zuhui.
Currently, Sina Video has purchased videos of Xiangjiang movies, variety shows, and drama series, as well as some local content, and is impeccable in terms of overall content.
More than 5 million members is definitely an amazing achievement. The reason for this is that many strategies were correct in the early stage, such as the 'Million Dollar Algorithm Competition' and the 'Network Speed Optimization Competition'. Although these competitions cost a lot of money,
With a lot of funding, it not only achieved technological sublimation, but also gained great fame in Asia and even the world.
To be honest, even Netflix is considered to be following the development of Sina Video.
Finally, Lin Zuhui said to Hao Dongjian: "Although Sina Video has been losing money for a long time, you don't need to worry about this. In short, our current task is to 'increase members' and develop into a streaming media giant in Asia. As for funding, Sina Video has Sina
There are also media groups on Sina.com and Sina.com, so there is no need to worry.”
Hao Dongjian said confidently: "Okay, we will work hard to spread the Hong Kong flow to the whole of Asia, and even the whole world." After saying that, he even felt a strong sense of pride. It has been nearly a year since the Hong Kong movie "Parasite" was released.
, has won many awards around the world, and some people predict that "Parasite" will hit the Oscars this year (2009).
This is Xiangjiang’s cultural industry!
After Hao Dongjian left, Lin Zuhui also recalled in his mind the achievements of "Parasite" in the past half year or so, which were indeed very impressive. As for whether the Oscar will award it or not, it no longer matters, at least at the Cannes International Film Festival in France.
Won the grand prize.
At this time, Lin Zuhui had almost plagiarized the Korean cultural industry.
Therefore, Xiangjiang Film can be brilliant in this life until 2010, and I believe it will not have low achievements in the future. In fact, it is very simple. Xiangjiang Film has the signature of DreamWorks, and DreamWorks will not make any compromises for the mainland box office.
(No one asked DreamWorks to compromise. It was just a question of whether it could be released locally.) Because the Media Group is a giant with an annual profit of 20 billion Hong Kong dollars, it will not hesitate to make some in-depth movies.
In the past few years, DreamWorks has shot 5 to 10 movies every year. These movies have deviated from the original style of Xiangjiang, but have depth and explore human nature from small characters. Of course, in the past seven or eight years, they have plagiarized Korean movies from the previous life.
Eight classic movies, even disaster movies like "Haeundae" are not spared.
Plagiarizing seven or eight movies may not change Xiangjiang movies for others, but for DreamWorks, it has changed the pattern of Xiangjiang movies. The directors and screenwriters trained by Xiangjiang have laid a great foundation for the future.
.
"There is nothing to plagiarize in the movie, let's stop here!" Lin Zuhui said softly to himself.
As for variety shows, I have already finished them all, including "X-Man", "Love Letter", "Infinite Challenge", "We Got Married", "The Birth of a Family", "I Am a Singer", "Idol 101", and "Running Man"
, "Here Comes the Refrigerator", "Law of the Jungle", etc., almost none of them are left.
Many variety shows do not have schedules on ATV Jade Channel, so they are directly arranged on other channels, including Asia Satellite TV.
Currently, Jade Channel has "Music Bank" on Friday, "Infinite Challenge" on Saturday, and "Running Man" on Sunday. There will be no problem with these three programs being broadcast for another seven or eight years. "Music Bank" is of course a long-term program.
"There is nothing to copy from variety shows!" Lin Zuhui sighed.
Fortunately, these variety shows will generate a large amount of copyright income in the future, which will be enough for the media group to sustain them for several more decades.
Of course, the most important thing is that ATV Group has trained a large number of excellent PDs and writers, who will also create new variety shows.
"In terms of drama series, "Squid Game" was handed over to Sina Video's self-produced program. ATV has been filming costume dramas and costume time-travel dramas in recent years, but it has also gained a lot, and it still has a huge influence in Asia."
"Descendants of the Sun, Crash Landing on You? Can this be adapted?" For a moment, Lin Zuhui thought in a daze.
"Descendants of the Sun" caused a huge Internet sensation in the Mainland in its previous life. As for the peacekeeping force, there are peacekeeping troops in the Mainland, but certainly not in Xiangjiang.
It looks like it can be photographed!
Thinking of this, Lin Zuhui quickly put together some outlines and put them up immediately.
There is no need for him to write a script. He only needs to talk about a theme, which is roughly what it means. Naturally, ATV writers will complete it, and the completion will be very good. Of course, if Lin Zuhui can remember some scenes, he will also write it down directly.
"The filming of this drama can also increase the pride and belonging of the Chinese people. It can be regarded as a cultural invasion. It can also make the relationship between Hong Kong and the mainland closer." Lin Zuhui showed a smile.
Because of his appearance, Xiangjiang's relationship with the mainland in this life does have a sense of belonging. After all, filming some costume dramas can also make local Chinese realize their ancestral culture.
.......
.........
March.
HSBC Holdings, which has been supported by thousands of shareholders for a long time, finally bowed to reality. On the 2nd, it announced a rights issue of 5 shares for every 12 shares at a price of 28 yuan per share, raising approximately 137.5 billion yuan. It is the largest fund-raising operation in the history of Hong Kong and the United Kingdom.
HSBC also announced its results on the 2nd, with net profit of approximately US$5.728 billion, equivalent to HK$44.7 billion, a 70% decline. HSBC also announced that it would withdraw from the mortgage and loan business in the United States, retaining only the local credit card business.
As rumors about HSBC's rights issue were flying everywhere, HSBC rarely suspended trading on the 2nd and pushed forward the time to announce its results. As for the much-anticipated rights issue plan, the rights price is 28 yuan, which is more than 50% discount to the closing price before the suspension.
, which means that shareholders can subscribe for new shares at half price; as for the number of shares involved, more than 5 billion new shares are issued, equivalent to 29% of the enlarged share capital.
Rich people in the city have expressed their willingness to sub-underwrite the rights issue for HSBC Bank. Among them, Lin Zuhui also expressed support.
Although he is also a banker, it does not prevent him from holding about 2% of HSBC shares, and he even plans to increase his holdings to 3% while taking advantage of the low price.
Just when citizens were focusing their attention on HSBC, Lam Cho-fai's four major listed companies released shocking performance announcements and dividend plans:
New Era Group: The profit in 2008 was HK$141 billion, of which non-recurring profits were HK$66 billion (from the sale of aircraft, ships, properties, and securities), involving a total dividend of 31 billion (market value of 1.050 billion).
Media Group: The profit in 2008 was HK$20.2 billion, involving a total dividend of HK$5.2 billion.
LEIT Group: The profit in 2008 was HK$12.1 billion, involving a total dividend of HK$3 billion.
Octopus Bank: 2008 annual profit was US$5.2 billion, non-recurring profit was US$3.5 billion (200 tons of gold was sold to private companies), and total dividends involved were US$800 million.
For a time, the Hong Kong stock market plummeted due to the sharp decline in the annual performance reports of large companies such as HSBC, Cheung Kong Holdings, and Sun Hung Kai. However, the four major listed companies under Lam Cho-fai (Hong Kong Telecom is considered a public listed company, not a direct holding company) issued one after another.
After the performance, the Xiangjiang stock market immediately stopped its downward trend and showed a rebound trend.
The citizens of Xiangjiang were all shocked and discussed a lot.
"It doesn't make sense. During the global financial crisis last year, why did New Era Group's profits still increase?"
"It's very simple. Didn't the report say that in the first half of last year, New Era Group sold a large number of leased ships and aircraft, cashed out some properties, and liquidated securities investments at the beginning of the year... Tell me, selling so many assets
, there is no reason why performance should not increase.”
"Lin Sheng is still amazing. With his keen observation of risks, he is worthy of being an invincible stock god."
"Not only is it amazing, Octopus Bank's annual profit is close to that of HSBC. The assets of the two companies are completely different, but others make a lot of money. I think I might as well invest in Octopus Bank in the future.
"
"You have to look at this rationally. Octopus Bank is a commercial bank after all, and investing in it is not a long-term solution!"
"Haha, others didn't invest randomly. What others bought was spot gold, a sound investment. What's more, behind Octopus Bank are New Era Group, Media Group, LEIT Group, and Xiaomi Technology as alliances. This bank is very stable.
, and they don’t expand blindly, they are very stable.”
"In this way, Octopus Bank is indeed a high-quality stock, and I plan to invest in it."
Octopus Bank's performance has slapped HSBC in the face and made HSBC's senior executives worried.
This is because Octopus Bank is a very big competitor to Hang Seng Bank in Asia. Both are positioned as 'personal retail banks' and mainly serve small and medium-sized enterprises. What's more, as Lam Cho-fai's influence in Hong Kong increases, Hong Kong citizens would rather put their deposits in
In Octopus Bank, as a result, the deposits of Hang Seng Bank and even HSBC Bank will naturally be greatly affected.
Worries are worries, HSBC has no good strategy, and Hong Kong is not the same as it was before the 1980s. It is not HSBC’s turn to show off its power in Hong Kong.
And Lin Zuhui's personal influence has long surpassed HSBC, so he naturally doesn't worry about offending HSBC.