Chapter 113: Knife Tests Wharf
The stocks in Zhang Shaojie's hands are mainly concentrated in the "Hanmei Enterprise" invested at the beginning of the year, with a principal investment of about 2 million, and a valuation of 4.5 million Hong Kong dollars so far.
The rest, the shares of the "Hutchison Whampoa" company, Zhang Shaojie at a price of about 1.2 Hong Kong dollars, a large number of acquisitions in the market, 1 million shares of Hutchison Whampoa, with the bull market, the market value increased slightly, to 1.2 million Hong Kong dollars.
"Wharf" bought 20,000 shares at a price of 50 Hong Kong dollars, and the current market value is 1 million.
"HSBC" Zhang Shaojie also invested 1 million Hong Kong dollars, HSBC is a famous cash cow in Hong Kong. This is also a textbook stock that value investing enthusiasts talk about - every time it is the turn of an example, "10 times in 10 years", 100 times in 20 years, and 1000 times in 30 years. If you take Hong Kong stocks as an example, it will inevitably make people think of HSBC.
By 2010, some "afterthought stock gods" compared HSBC's investment income - "In 1980, 10,000 yuan was invested in HSBC, and by 1990, HSBC's annual dividends had exceeded 10,000 Hong Kong dollars, and by 2010, the market value of stocks had increased by 80 times, and HSBC's dividends had reached 500,000 Hong Kong dollars per year." At that time, Hong Kong shareholders looked down on HSBC, a big stupid elephant whose stock price did not rise, and held it for 30 years, the dividend income would be more than 700 times more than the principal they had invested, and the market value of the stocks they held was 100 times more than the original market value.
It can be said that HSBC's income in the next 30 years will be 800 times the return! Buffett's 30-year earnings from Coca-Cola may not be as optimistic as HSBC.
Of course, this is an afterthought 30 years later. In fact, in the '70s and '80s, HSBC was never popular with retail investors, despite its solid performance. Because the market value of HSBC's stock is so large that no market maker can afford to speculate
"Boss" Mei Qiming looked at the constantly beating electronic screen in the large room, looking very restrained.
Zhang Shaojie nodded and said: "Brother Qiming, Brother Qide, don't be restrained, they are all family." You can call me Shaojie, or Jie Shao. ”
At this time, Mei Qiming and Mei Qide began to let go, shouting: "Jie Shao! ”
Zhang Shaojie nodded and said, "Okay, in the past few days, you should already know something about securities, right?" ”
Mei Qiming said: "Well, I do understand!" You gave our brother 20,000 yuan to open an account, and we are all constantly learning to speculate in stocks! ”
Mei Qide said proudly: "Brother-in-law, I have not only mastered some procedures for stock speculation, but also made a lot of more than 3,000 yuan!" ”
Zhang Shaojie said: "Okay! Now that you know some common sense, I'm going to use you! If it can be of great use, I will guarantee you the wealth of the rest of your life in the future. If you disappoint me, I'll give you some little red envelopes during the holidays, but don't expect me to give you another chance! ”
The Mei brothers, a spirit, nodded one after another!
Seeing the more obedient appearance of the two, Zhang Shaojie nodded and said, "What stock is Jardine and Bao Yugang fighting for?" ”
The Mei brothers blurted out: "It's Wharf!" ”
Zhang Shaojie said with satisfaction: "Okay, since you know that it is Wharf, then it will be easy to do!" A few months ago, I bought 20,000 shares of Wharf at a cost of about HK$50 per share. ”
Mei Qiming gasped and said: "20,000 shares, when I bought it, it was 1 million Hong Kong dollars, and now I sell it to the Jardine system, at least I can cash out 40,000 shares of Hongkong Land shares and 1.5 million yuan of Hongkong Land bonds!" It's equivalent to earning twice as much! ”
Mei Qide said: "Brother-in-law, do you mean that you want us to help you go to the place where the land company can exchange shares and sell stocks?" I saw at least a few thousand people queuing up to sell Wharf shares to Hongkong Land in front of Hongkong Land! ”
Zhang Shaojie shook his head and said: "You can't be in a hurry, you have to wait for Bao Yugang's statement!" ”
Mei Qiming and Mei Qide said strangely: "Bao Yu just went to the UK, and he is not in Hong Kong, what attitude can he have." When Hongkong Land acquired a 49% stake, the dust was basically settled. There are at least 30 million shares held by small shareholders in other markets, scattered in the hands of tens of thousands of people, can Bao Yugang find those shareholders one by one, buy all the shares, and then control 51% of them? No, less than 25% of the outstanding retail shares in the market will be delisted! ”
Zhang Shaojie said: "Bao Yugang is determined to win the Wharf wharf!" As long as Bao Yugang does not change the original intention of abandoning the ship and landing, he will definitely buy the 'Wharf' at any cost! Wharf now has a market value of more than 6 billion, in fact, the price of land in some places is far underestimated. I don't know whether the value of Wharf is worth 10 billion or 15 billion, but at least it is worth more than 10 billion before Hongkong Land will increase its holdings at a price of 96 Hong Kong dollars per share! Then, I dare say that Pao Yugang will be back soon, and he is also tired of fighting with Jardine Matheson, and will eventually come up with a bottom-line price for his psychology."
"Oh, it turns out that my brother-in-law is going to wait for Bao Yugang to come back and sell the stock to Bao Yugang!" The Mei brothers' surname is very poor, and Zhang Shaojie will only understand Zhang Shaojie's intentions if he explains all the causes and consequences.
After understanding this relationship, the two brothers were thrilled!
Normally, in the market, you can hear such a large-scale capital battle. And after following his brother-in-law Zhang Shaojie, although he can't be as heroic as Bao Yugang and Hongkong Land, he also stands at a very high angle and sees a new world!
After listening to this lecture, the two brothers swore that they must follow Zhang Shaojie to mix well, and in the future, they will also mix up a wealth and wealth, and mix up the status that they envied before but never reached!
In fact, most people are willing to be motivated, but the vast majority of people will continue to degenerate, sink and become mediocre because they have no opportunities. The Mei brothers, who are only in their 20s, still have a little plastic surname.
With the continuous development of Zhang Shaojie's career, talent is an important factor restricting his development. It is precisely because Zhang Shaojie feels that he has fallen into a situation of lack of talents. Genius is hard to come by, so as long as he can use it, he will make do with it!
It is used by anyone, and there is nothing wrong with using it for your own family members.
In terms of speculating on stocks, this does not require too advanced knowledge, as long as the Mei brothers can completely follow Zhang Shaojie's instructions to do the work - a qualified player is a person who has no own ideas at all, and completely follows the instructions of the machine.
―――――――― from June 20, after the Jardine Matheson consortium issued a plan to offer to acquire the shares of Wharf, the whole market was boiling. The share price of Wharf in the market is 70 yuan, but Jardine Matheson is willing to buy it at a price close to 100 Hong Kong dollars, making a net profit of more than 20 yuan.
Bao Yugang was obviously caught off guard by the sudden attack of the Jardine Department!
His son-in-law, Wu Guangzheng, told Bao Yugang, who was in the UK, about this urgent news, and before Bao Yugang boarded the plane, he called Shen Congee, the chairman of HSBC, and said: "I need the full support of HSBC in this matter of Wharf!" ”
After the chairman of HSBC, Shen Congee, took office, unlike the previous chairman of HSBC, as long as Bao Yugang asked for money, HSBC would open banks to provide cash. However, after Shen Congee took office a few years ago, Bao Yugang's Universal Company wanted to continue shipbuilding, and Shen Congee, despite Bao Yugang's close cooperation with HSBC for more than 20 years, actually rejected Bao Yugang's loan money to build a ship for the first time.
Because HSBC professionals have long analyzed that the global shipping industry is oversupplied, the global tonnage of ships is more than double the tonnage actually needed by the shipping industry, and the shipping industry is about to face a cruel depression, so they refuse to lend money to Pao Yugang to continue shipbuilding.
After Bao Yugang was repeatedly rejected, he calmed down. It is also recognized that the windfall profits of the shipping industry may also come to an end.
As a result, contrary to the optimism of most ship kings in the world, Bao Yugang continued to sell ships in exchange for funds to increase his holdings of "Wharf" and other onshore assets.
The acquisition of Wharf is a multi-tasking affair. First, Wharf's container terminal complements Pao's shipping business. Second, Wharf has a large amount of land resources, and further development can enter the real estate industry. Compared with the oversupply of the shipping industry, if Hong Kong's situation of more people and less land is not completely changed, real estate will always be a profitable business.
At this time, in the face of Bao Yugang's request for help, Shen Congee, the chairman of HSBC, did not refuse as before, but said: "How much money do you want?" ”
Bao Yugang said: "More than 1.5 billion Hong Kong dollars! "Pao Yugang owns 30% of Wharf shares, and has more than 500 million Hong Kong dollars in cash in hand, if you add a loan of 1.5 billion. If the stock price is calculated at 100 Hong Kong dollars, Bao Yugang can also increase his holdings by 20 million shares at once. At that time, the Wharf controlled by Bao Yugang will exceed 50%, and there will be no suspense in the position of the largest shareholder!
HSBC Chairman Shen Congee said without hesitation: "Okay, this time HSBC will fully support you!" More than 1.5 billion loans! ”
Bao Yugang said: "Thank you! ”
"No, I support you, it's also for HSBC's own future!" Shen Congee is completely in business.
Soon after Pao returned to Hong Kong, HSBC's cash support arrived quickly.
Universal Group Building.
Pao Yugang consulted a financial advisor: "At what price can we buy Wharf shares?" ”
The adviser replied, "Hongkong Land's bonds, stocks, and interest on the bonds are worth HK$100. However, they are cashing out in the form of stocks and bonds. If we pay HK$90 in cash, there should be retail investors willing to sell to us! ”
Bao Yugang pondered: "The night is long and dreamy! Although 90 Hong Kong dollars can receive shares, but who knows whether Jardine Matheson will compete with each other, and must come up with a plan that is absolutely sure that it can acquire retail stocks as quickly as possible! ”
"If the price reaches between 101~105, you will be absolutely sure!" The advisor said.
Bao Yugang said categorically: "Then 105 Hong Kong dollars a share!" Quick! ”
―――――――― June 23rd, morning.
Mei Qiming said excitedly: "Brother-in-law! Your prophecy is really divine, Bao Yugang placed an advertisement in the newspaper to acquire "Wharf" for 105 Hong Kong dollars, with the goal of controlling 49% of Wharf's shares! ”
Zhang Shaojie took a bunch of news newspapers, looked at them, nodded and said, "Got it!" You two go to the securities brokerage company designated in the newspaper and sell all the 'Wharf' shares, and don't keep a single share!" Be sure to sell out in the morning! ”
Mei Qide said suspiciously: "Bao Yugang has already offered such a high price, why don't you wait for the Jardine Department to sell it at a high price again?" ”
Zhang Shaojie said: "Can't wait! Judging from Bao Yugang's style of acting, this is already his bottom line, and as long as he acquires 49% of the shares, surpasses Jardine Matheson, and becomes a major shareholder, he will stop the acquisition! The cash that Pao Yugang can use is also limited! ”
"Oh!" When the Mei brothers heard about Zhang Shaojie's dispatch, they quickly took the stocks and went to the brokerage company designated by Bao Yugang in the newspaper to sell the stocks.
The Mei brothers each hid 10,000 shares of "Wharf" on their bodies, for fear of being robbed!
Because, the price of 10,000 shares of Wharf in cash has reached 1.05 million Hong Kong dollars!
If they were really robbed, a tree as big as 1.05 million Hong Kong dollars would exceed their imagination, and they would have to die at that time
The flame shines.
One morning, the Mei brothers lined up outside the crowded Dolly Finance Company.
In the queue, the two of them also had a lot of thoughts in their hearts - stocks worth millions of Hong Kong dollars were wrapped around them. Moreover, along the way, they also saw some retail investors in front of the team cashing out tens of thousands of Hong Kong dollars, hundreds of thousands of Hong Kong dollars, and even millions of Hong Kong dollars from Dolly Finance. In one morning, they see more money than they see in a lifetime.
In the past, the Mei brothers, thinking about it, could have 100,000 yuan a year, which must be a huge number. However, today I drove to the financial company entrusted by Bao Yugang, who paid cash to retail investors with deep pockets, and HSBC's cash trucks were escorted down into the building by car!
"Big brother, we used to live in vain, it turns out that rich people can have so much money!" Mei Qide sighed.
"Well, second! It's a little person like us to be lucky to have such a talented brother-in-law as Zhang Shaojie! He wrote and drew casually, and soon the paper turned into gold. What's even more powerful is that he is also the reincarnation of the stock god for stock investment! The reaction of the Jardine Matheson, Bao Yugang's movements, he is accurate, the ancients had Zhuge Liang's clever calculations, and now there is Zhang Shaojie strategizing! Mei Qiming was very proud, although he was self-aware and knew that he was not a great genius. But now being able to run errands for his genius brother-in-law obviously makes him feel extremely proud!
Soon, Mei Qiming, Mei Qide, and finally it was the turn of the two brothers. They each handed the stock they were carrying to the front desk. After the employees of Dolly Company verified the authenticity of the physical shares and confirmed that they were genuine, the reluctant HSBC employees around them counted 2.1 million Hong Kong dollars in cash according to the face value of the shares and handed them to the two brothers.
The two brothers led a tin cash box, and they were nervous enough to get into a borrowed second-hand car and drive to Longteng Entertainment Agency.
―――――――― "Great work! ”
Zhang Shaojie opened the cash box and looked at it a little, each box contained 1.05 million in cash. That adds up to 2.1 million!
"It's not hard, it's just that the weather is hot and there are a lot of people!" The Mei brothers sweated profusely.
Zhang Shaojie asked the company's secretary, Su Xiaowan, to pour tea for the Mei brothers.
After that, under the great expectation of the Mei brothers, Zhang Shaojie took out two stacks of cash from the cash box, each stacked at 25,000 Hong Kong dollars, and said: "This is the hard-earned money of the two brothers!" ”
Mei Qiming and Mei Qide's eyes widened, and they said in surprise: "Brother-in-law, we are just running an errand, and 25,000 yuan is deserved!" ”
Zhang Shaojie shook his head and said, "I've always been a man of words!" The cost price of these stocks is HK$50 per share. You helped me to trade successfully, and I sold it to Bao Yugang for 105 Hong Kong dollars! So, I earned more than 1 million! According to the five percent dividend, the two of you will receive 25,000 yuan for each of you, which is as it should be! ”
Earned HK$25,000 so easily?
The two brothers are almost a little unbelievable!
However, the impression that Zhang Shaojie is a word is obviously beginning to be deeply remembered in their minds!
At 10 o'clock in the morning, the Mei brothers hurriedly sold the stock to Bao Yugang.
At 2 o'clock in the afternoon, the Universal Group announced through television, radio and other channels that it had increased its stake in Wharf by 20% throughout the morning, and that Universal Group and its subsidiaries held a total of 49% of Wharf's shares, far exceeding the 35% stake held by Hongkong Land. At the same time, Global Group announced that the 105 yuan tender offer has officially ended!
In fact, in the morning, when Jardine Matheson saw that the minority shareholders were selling shares to the Global Group one after another, they already knew that they could no match for Bao Yugang's wealth. If you continue to fight with Bao Yugang for financial resources, Jardine Matheson will not be able to bear it. Therefore, he also took advantage of the situation to sell 9 million shares of Wharf shares to Bao Yugang, which can be regarded as abandonment and surrender!
Of course, in the afternoon, not only Bao Yugang's 105 yuan cash tender offer came to an end. The tender offer for Jardine Matheson was also announced.
There are also some small shareholders who wait and see, trying to sell at a higher price are dumbfounded!
It's all over, and if you want to sell, you can only sell it at the market price of 70 Hong Kong dollars in Wharf through the stock market trading system.
Because of the wait-and-see attempt to take advantage of the fisherman's profits, the result was to miss the opportunity to sell the Wharf at a high price. Throughout Hong Kong, tens of thousands of small shareholders of Wharf have cursed!
In the next few days, Wharf resumed trading.
Pao Yugang perfectly controlled Wharf and stopped increasing its holdings after the news was released.
Small shareholders generally sell stocks in anger and generally!
Wharf's share price once fell below HK$50, and then fluctuated between HK$50~HK$60 for a period of time, and there was no sharp rise.
Zhang Shaojie understood it and laughed!
Mei Qiming said quietly: "Look, brother-in-law is like that, doesn't he look like Zhuge Liang?" When Mei Qide heard this, he looked at Zhang Shaojie's appearance, shook his head and said, "It's not like it!" I think he's like a movie star! ”
Regarding Mei Qide's reply, the boss Qiming was naturally unhappy, and said: "Celebrities have fart use, but they have some faces, and pretentious performances!" People like our brother-in-law are the ones who do great things! ”
(To be continued)