He Jun's investigative report is very detailed, not only collecting the development history of the free element, but also listing the company's repertoire, the current cast and crew, and even the non-professional background of the founder.

On this cast and crew list, Ding Le saw a lot of familiar names, they are still unknown and unknown at the moment, but in a few years, they will all become hot comedy stars.

Based on the current actual operation of Free Element, He Jun's investment conclusion tends to be conservative. However, after reading this report, Ding Le shouted lucky.

He Jun's conclusion is only that, given the current situation, he can't imagine what will happen to this company in the future. In fact, even the company's two founders weren't sure what the future holds.

The free elements of the present and the happy twist of the future are very similar to the penguins that Brother Xiao Ma asked for 1 million back then.

In the 2000 Internet bubble, all Internet companies faced a cold winter, and penguins were no exception.

At that time, the penguins had not yet found a way to make a profit, so they could only continue to burn money, and the harsh environment of the Internet winter made all Internet investors tremble, and Xiao Ma wanted to sell the penguins to ensure that the company could survive.

Penguin's team first found the newly established Lenovo investment preparatory team, but the following employees sent them away on the grounds that they didn't understand it.

Then Brother Xiao Ma found the pig farm again, but Ding Sanshi didn't like it, he thought that the penguin's technical content was too low, and he was more optimistic about the mailbox.

In the end, they found Nanyue Telecom again, when the two sides talked about the price, Nanyue Telecom was only willing to pay 600,000 to buy, but Xiao Ma insisted on selling it for 1 million, and the two sides did not reach an agreement in the end.

Penguin can't be sold, but the user growth is very fast, with the investment required for operation is getting bigger and bigger, Xiao Ma has to go around to raise money, he even went abroad to look for venture capital, which led to IDG and Yingke Digital.

At this moment, in Ding Le's eyes, the free element that has not yet been officially renamed Happy Twist is just like the penguin back then, so he has to seize this golden opportunity no matter what happens and take it into his pocket.

Whether it is as a middle-level bank in his past life or as a professional investor now, Ding Le has always adhered to one point of view.

As the helmsman, he doesn't have to do everything, he just needs to make the right decisions, and the team with strong execution will execute them and lead everyone in the right direction.

So he sent the investigation report he had annotated, along with the "original" script, to Liang Xiao by email, and let the energetic beautiful girl contact He Jun to operate the rest. Then, he turned his attention to Galaxy Investment.

Previously, Cao Shengyuan submitted an investment report on the GEM to him through Xia Xiao, and Cao Shengyuan believed that the opening of the GEM market would be an excellent investment opportunity, and the company should be fully prepared in advance.

At that time, after reading the report, Ding Le did not completely agree with Cao Shengyuan's views, but proposed that the theme of asset restructuring in the A-share market was the hot topic this year.

At present, it will take at least 2 to 3 years to successfully operate the issuance and listing of new shares in China, and if it is done through backdoor trading, it can be completed within 1 year at the earliest. There are many companies that have not been listed that will bypass the issuance of new shares through "backdoor", which will not only save more resources and time, but also take the opportunity to speculate and greatly increase the market value of their companies.

At the beginning of May, the Ministry of Finance and the State Administration of Taxation issued the Notice on Several Issues Concerning the Treatment of Enterprise Income Tax on Enterprise Restructuring Business, which clarified the income tax policy for enterprise restructuring and did not recognize the income paid by the equity of enterprise mergers and acquisitions, that is, tax exemption treatment was granted.

At present, the A-share market has not been directly delisted, and now the government has introduced policies to vigorously promote mergers and acquisitions, and stocks related to restructuring in the secondary market have suddenly become popular.

Those shell resources whose performance has been losing money year after year and have been marginalized step by step, and have no investment value have immediately become "fragrant and sweet", and even many ST stocks that have been "honorably hatted" have also turned into "noble ladies".

Seeing that the theme of restructuring was sought after, Cao Shengyuan sent three emails to Ding Le in a row, analyzing all the more than 30 stocks with the concept of restructuring in Shanghai and Shenzhen.

In fact, as early as the end of last year, at the Central Economic Work Conference, the top level clearly pointed out that one of the priorities of work in 2009 is to speed up the merger and reorganization of enterprises.

At the beginning of this year, the State Council also issued a document entitled "Several Opinions on the Current Financial Promotion of Economic Development" and put forward 30 financial policies to clearly support qualified enterprises to use the capital market to carry out mergers and acquisitions, and promote the industry integration and industrial upgrading of listed companies.

The introduction of this series of policies is enough to reflect the strong support of senior management for enterprise mergers and acquisitions in the real economic environment.

From the top-level policy to the formation of effective feedback from the capital market, four or five months have passed, and Ding Le knows that this wave of market has only begun, and the third and fourth quarters are the peak.

This is also in line with the market situation, institutions are assessed on an annual basis, so they are looking for themes at the beginning of the year to build positions, ferment in the middle of the year, harvest at the end of the year, and the routines of large capital operations are always strikingly similar.

In these days, value investing is still a concept that few people believe in, and cutting leeks is everyone's favorite to do so.

Relying on the memory of rebirth, Ding Le ordered several stocks that were selected as the top ten bull stocks in 2009 among the stocks analyzed by Cao Shengyuan.

Since they are all within the scope of Chief Cao's analysis, no matter how he opens the golden finger, there is a good cover-up.

Su Changchai A, the company is the largest manufacturer of small and medium-power diesel engines in China's agricultural machinery industry.

The company holds shares in two listed companies, Foton Motor and Nanjing-Shanghai Expressway, and the current book value has reached 20% of the company's market capitalization. The company also holds shares in the unlisted Bank of Jiangsu, and it can be judged from the value of these two parts of the equity that the company is seriously undervalued.

The stock compound price of Su Changchai A has risen from the lowest 1.48 yuan in November last year to about 4.5 yuan at present, but this is only the beginning.

Ding Le remembers that this stock is the only stock in the Shanghai and Shenzhen stock markets that has risen more than tenfold since bottoming out in October 2008. Galaxy Investment now has at least 2 times more investment income when opening a position.

In addition, there are Galaxy Power, Zhongheng Group, Zhongtian Urban Investment, Neptunus Biotechnology, and Dayuan Shares......

"The market value of these restructuring concepts is not large, which is not conducive to the entry and exit of large funds, we can only diversify our investments, and it is best to build a portfolio!"

Ding Le circled a few stocks with his impression, and he called Xia Xiao again.

After Xia Xiao took over the company, Ding Le decided to let go gradually, and even if he had new ideas and decisions about the company, he always passed them on through Xia Xiao.

Cao Shengyuan's separate report is not a situation he wants to see, if everyone is like this, it is not conducive to Xia Xiao's management of Galaxy Investment. Ding Le wanted to establish Xia Xiao's prestige as soon as possible, and he hoped that his tactfulness could be understood by Cao Shengyuan.

"How much money are you going to spend to participate?"

Xia Xiao asked the question she was most concerned about, and after she took over Galaxy Investment, she felt pity when she saw a large amount of idle funds in the company's account.

With so much money, even if she buys the most bonds and financial management, the income can maintain the company's expenses, and she can't help but feel annoyed by Ding Tuhao's wealth.

She wants to use all the knowledge she has learned in her MBA to create a comprehensive and three-dimensional financial investment system for Galaxy Investment.

"It's up to you to decide, I believe in you!"

Ding Le waved his hand at the air across the phone, and said confidently, as if Xia Xiao was standing in front of him......

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