Chapter 587: Self-Exposed

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"The Thai baht in the spot market broke 26.94!" Ye Jianbin pushed the door in, his voice was suppressed, but his excitement couldn't be suppressed, and he said quickly, "The forward contract has fallen deeper, and the selling is surging within ten minutes, and it will pierce the previous low......"

The second wave of attacks on the Thai baht caused by the second wave of international travel capital on the Thai baht caused by the low point of the Thai baht exchange rate is 26.94, which can be said to be the last psychological defense point of investors against the Thai baht. Pen & Fun & Pavilion www.biquge.info

Even if you carry it today, what can you do? Zhang Ke put the "Hong Kong Economic Times" in his hand on the corner of the table.

This morning, the financial column of the Hong Kong Economic Times pointed out that the resignation of the Thai finance minister at this moment last night and the increase in the proportion of bad debt reserves by the Bank of Thailand are to stimulate everyone to jump off the building, predicting that the emergence of Thai baht selling orders will stimulate the Asia-Pacific stock market to fall under the gold line, and the Thai stock market will be the first to rush.

Zhang Ke took the coffee on the corner of the table and asked Ye Jianbin: "Do you want a cup of coffee to refresh yourself?" ”

Ye Jianbin had some bloodshot eyes, it seemed that he didn't sleep well last night or didn't sleep at all staring at the handicap of the New York foreign exchange market in Nick Leeson's room.

Ye Jianbin smiled dumbly, Zhang Ke's abrasive temper really wants to slow down other people's temperament.

"The Bank of Thailand will make a move later, the exchange rate will beat up and down, and your heart can stand it if you stay there?" Zhang Ke asked Ye Jianbin with a smile, "Up and down is a beating of millions of dollars......"

Ye Jianbin patted the back of his head, thinking about it, it seems that he shouldn't be so excited about what he expected, and staying in Nick Leesen's hands will hinder their operation; Smelling the aroma of coffee, he walked to the bar and poured himself a cup of coffee, Zhang Ke's indifference to wealth is indeed not something anyone can have.

Ye Jianbin divided half of the newspaper from Zhang Ke's hand and turned to the financial page, which contained the news released by Aida Electronics through the Hong Kong Economic Times.

After the merger and acquisition, Jiaxin Industrial changed its name to AIDA Electronics to be listed and traded on the Hong Kong Stock Exchange, and the board of directors and the company's management were reorganized in order to fully integrate the disc player business into the listed company; The Ye family, Sun, and Ge have completely dissociated themselves from Aida Electronics after reducing their stock holdings. Even if you want to re-participate in the operation of Aida Electronics, you must wait for the Asian financial turmoil to blow the most crazy and hold shares in a posture of bailing out the market.

Ye Jianbin now generally does not take the initiative to ask about Aida Electronics, the time is really coincidental, today released the news, Ye Jianbin took a serious look, but Aida Electronics expects the Southeast Asian market to shrink due to the economic recession for a long time in the future, Aida Electronics will shrink the disc machine business in Southeast Asia, so to lower the profit expectation of Aida Electronics in the second half of the year.

"Ah, expose yourself ugly!" Ye Jianbin pointed to the news in the newspaper and asked Zhang Ke, "Do you want to pull down the stock price of Aida Electronics, or do you want to take the opportunity to remind some people?" ”

"If you can take advantage of the fact that those financial giants have not yet entered Hong Kong and start to build short positions, the destructive power in the future will not be so great," Zhang Ke said. It is foreseeable that Hong Kong stocks will fall for a long time for a long time, and may have to go through an adjustment period of more than a year...... So I didn't mention this bad idea to my second uncle yesterday. ”

Ye Jianbin smiled and said: "The Hong Kong government authorities directly intervene in the stock market, I am afraid that they will also be attacked, not to mention the Liaison Office of the Central People's Government, it's okay if you don't mention it, bring it up, the second uncle will indeed be more tricky......"

"Today, the Hong Kong stock market should fall sharply, and I arranged this to let those investors who are a little more sensitive know the reason for the big fall, not only because the Thai baht is being attacked, but because Asia is facing a very deep economic crisis...... It's out, it's out, and the love stack is reluctant, maybe the corpse doesn't exist. ”

"If all the domestic companies listed in Hong Kong make similar announcements, will this basin of cold water be poured too strongly?" Ye Jianbin asked.

"Wouldn't the traces of manipulation be too obvious?" Zhang Ke was a little hesitant.

"This is not afraid, perhaps it is more appropriate for domestic listed companies with business in Southeast Asia to issue relevant announcements, and do not concentrate on one day to announce, and strive to pour this basin of cold water within a week; There may be some criticism, but if you want to do something, how can you be afraid of others pointing fingers? In this regard, Ye Jianbin is more straightforward than Zhang Ke, after all, there is no barrier between him and Ye Zhenmin, "I'll talk to the second uncle first, and see what he thinks......"

Ye Jianbin took out his mobile phone and called his second uncle Ye Zhenmin, and before he connected the phone, he covered the microphone, pointed to the newspaper on the table and said to Zhang Ke: "Second uncle, he saw this newspaper and said that you were ...... to give him a raid."

Zhang Ke smiled bitterly, he didn't mean to raid Ye Zhenmin, the status of the Liaison Office in Hong Kong is relatively embarrassing, and he can still understand Ye Zhenmin's situation in Hong Kong - he can only be regarded as a consultant, so when he gives Ye Zhenmin any advice, he will also take his situation into account as much as possible, and will not give too drastic suggestions.

He just wanted to do as much as he could.

The soaring of the Hong Kong stock market since mid-March is actually the investment institutions are speculating on the theme of Hong Kong's return, with the red chips of domestic capital participating or controlling by as much as 80%, and the shares of other listed companies have risen by only half. The stock markets of the rest of Southeast Asia were relatively dismal during the same period. Before international funds enter the Hong Kong stock market and the futures index market to establish a large number of short positions, pouring cold water on the overheated red chips and letting the Hong Kong stock index fall sharply first, can reduce the super destructive power contained in the Hong Kong stock index.

"The second uncle will discuss it within the Liaison Office of the Central People's Government first, but in the end, he will only implement the ...... after greeting the Hong Kong authorities," Ye Jianbin said, putting his phone on the corner of the table.

Chen Jing returned to the hotel, Zijia stared at the computer screen, as if she was leaving the hotel in the morning, she was also in this posture, and asked her, "Didn't move the nest for a day?" ”

"Oh......" Xie Zijia replied, but his eyes didn't move the computer screen.

Chen Jing walked in and moved the notebook to the corner of the table, the Hong Kong stock index on the screen oscillated violently, compared with the dismal stock index performance of other countries in Southeast Asia today, it was already much better, and said: "It's all at this point, what else to watch?" You're really a freak of the Xie family. ”

"The baht has suffered a heavy blow today!" Xie Zijia looked up at Chen Jing, "Did you say that guy came for the baht?" If he came for the baht, it seemed too late to start; Or were they prepared? ”

"How do I know this? I couldn't grab him and pull the words out of his stomach. Chen Jing smiled slightly.

"You seem to know him well!" Xie Zijia glanced at Chen Jing suspiciously.

"Where?" Chen Jing patted her forehead, and took the opportunity to flash Zijia's suspicious eyes, "Oh, by the way, you care so much about this guy," she also deliberately accentuated the word "guy", "The newspaper just published the news of this guy, you take it and take a look......" took out today's Hong Kong Economic Daily from the notebook bag and handed it to Zijia, "Aida Electronics released a message through the Hong Kong Economic Times that there will be an economic recession in Southeast Asia that will last at least a year, and they will shrink their business in Southeast Asia, It also lowered its operating profit forecast for the second half of the year ......"

"It's strange...... Xie Zijia bit his fingers, looked up and looked at Chen Jing, his eyes were puzzled.

Chen Jing smiled slightly, Zhang Ke himself is a person who is difficult to figure out.

This is probably the first listed company to make its own judgment on the macro economy in advance, right? Today, Hong Kong stocks fluctuated violently, but the share price of Aida Electronics fell deeply because of this news of pouring cold water.

Today's situation seems to have suddenly become worse, and Ye Zhenmin's prediction as early as a year ago seems to be about to come true. If we shrink our business in Southeast Asia after AIDA Electronics, Kewang will not be able to reach the profit target set before this year, and if we do not adjust our business in Southeast Asia in time, there may be additional risks of inventory backlog; Of course, overseas companies will take more risks here, and the key depends on Ge Yinjun's attitude.

Ge Yin has bitterness and can't say it.

It should be said that the economic situation in Southeast Asia became clear after the second wave of attacks on the Thai baht, which was already in mid-to-late June, but the adjustment of the shares of overseas companies was carried out in early April, and in just two months, Ge Yinjun's shares in overseas companies in his personal name increased from 40% to 85%, and an additional nearly 200 million Hong Kong dollars were injected.