000133 CBS (B)

Hearing this price, Xiao Yifei's face suddenly smiled, which means that his original 80 million has become 160 million. 200 million plus Sotheby's 160 million, that's 360 million. But Sosby's stock is obviously a stock that he can control the price to a certain extent, and he has provided a lot of convenience for the museum to collect cultural relics, and he is really reluctant to sell it.

And even if it is sold, it can only buy more than half of the VIA or all of the CBS sold this time, and if it is not sold, then it will be even less, and it seems that I have to choose one of the two.

"You always have some information for me to refer to."

Another staff member hurriedly handed him a copy of the document:

"I'm sorry I forgot to give it to you."

It seems that this person is obviously not as attentive as the one just now, the customer enters the door, and it is a special investment meeting, and he can forget to give the customer information, and the customer has to ask for it himself.

Xiao Yifei couldn't care about the emotion that people's personalities determine their chances, and he was busy checking the information in his hands.

CBS and Viacom are both listed companies, and a lot of information must be made public, so Wells Fargo has successfully collected a thick stack of information.

The first page of the information is a very concise two stock price charts, which are very exquisite, and it allows customers to know at first glance that Viacom, CBS, and all U.S. stocks have been affected by the financial crisis.

Viacom's stock price was in the $40s in '07, but it bottomed out in March to close at $14.15. Now it's back to the $30 price. CBS is even worse, peaking at more than $30 in 2007, reaching as low as $3.06 this year, and now rising to more than $12.

Take a look at these two pictures. Xiao Yifei felt that CBS was better than Viacom. Although after the financial crisis, CBS has shrunk much more seriously than Viacom, but it is obvious that even if it returns to the original level of 07, then CBS will appreciate by 2 times, and Viacom's upside is not as good as CBS.

And with the same amount of money you can buy CBS, you can buy more in quantity. The proportion is larger, and the influence is greater. Moreover, CBS, as a television network, is better than Viacom in every way.

Viacom's most valuable thing is Paramount movies. But the movie is a big risk, and now the film investment is hundreds of millions or hundreds of millions of dollars in production and publicity costs, and if it is smashed, it will be troublesome. Isn't that what happened to be DreamWorks, which was once ambitious and was bought by Viacom? Despite the fact that it is now fashionable to make a coincidence. The risk is small, but the result is not always the same after the loss, and maybe because of copyright issues, there is no chance to get compensation from subsequent income such as film copyrights and DVDs.

And, far away, let's talk about the 21st century. In the new millennium, among the countless films produced by Hollywood over the years, are there more than 100 films that are really relying on box office revenue to recover and have huge profits?

The main business of CBS is TV, and TV is different from movies, American dramas are purchased by season, and if they are not filmed well, they will be cut later. At the beginning, Xiao Yifei complained that his favorite TV series was inexplicably gone, and now from the perspective of an investor. This is indeed a good way, which is equivalent to a stop loss for stocks or futures.

Plus, just put all your money into it. You can pocket all the 4.2% CBS this time, but if you buy Viacom, you can only buy less than 3%. Comparing these two proportions, although Lei Shidong holds the controlling stake, it is obvious that the weight of the two is different.

This is not the most important thing, the most important thing is Xiao Yifei, a newcomer to Chinese. How can you protect your interests when you come to the United States, where you are not familiar with your life? It's obvious. The right to speak, Viacom's market value is high. But do you expect a movie to help you at a critical moment? Like counting on movies to promote his wines?

If there is any help from the movie to wine, it must be, as can be seen from the obvious increase in sales of Pinot Noir since the release of the movie "A Glass of Wine Life". But when it comes to promoting the brand of the movie, it is clear from the aforementioned "Bottle Strike" that Beau does not feel that the movie has helped the Monterena winery much.

And, in case Xiao Yifei and Bo encounter someone who makes things difficult for him on issues such as TCA for wine, can you still expect to fight back with a movie? It is definitely faster and more advantageous to respond through CBS.

It would be great to really get a share of CBS and have a voice in CBS, one of the three major TV networks. CBS, one of the three major television networks, is much more useful to Xiao Yifei than Viacom. At the very least, it can be guaranteed that Xiao Yifei has the right to speak. In addition, TV stations are much more beneficial for promoting wine or other products in the future.

Think about what it would be like if Xiao Yifei owned CBS completely. As long as a small part of the prime time advertising is given to your own products, tens of millions of people can be guaranteed to see your product advertisements, which is unimaginable for the industry to improve. And from time to time, you can also make trouble for your competitors, even if you don't take the initiative to make trouble for your opponents, but when you encounter something like the TCA turmoil in the past, the other party will definitely give some face to the people who own the TV network, so as not to admit your mistakes when you are obviously justified like Bo.

However, Xiao Yifei knows that this can only be thought about, even if Lei Shidong has a big brain and sells all the CBS shares to him now, he has no money to buy them. Therefore, the most important thing now is to get part of the equity, and the rest will be discussed later.

Xiao Yifei basically didn't look at the information in the back, but just roughly flipped through it, probably the business, subordinate companies, equity structure, operating income and other data of the two companies.

The more he looked at these materials, the more determined Xiao Yifei became that he should hold CBS, but this thing was not something he could get by buying it if he wanted to. Television networks that can manipulate public opinion, especially CBS, is one of the three major television networks, which is one of the weapons that the United States has always controlled in the hands of the Jews. Xiao Yifei, as a yellow-skinned Chinese, is also a Chinese with a Chinese background, and more importantly, he still holds a green card, and he has not yet become a naturalized American. It's like there's a law that says you have to be an American to own the media.

Once Xiao Yifei and the other party reach an agreement, they must definitely go through the Securities Regulatory Commission, and the news that a Chinese person bought so many CBS shares at that time will definitely not be hidden. Xiao Yifei can imagine now that there will be a boycott at that time. Various countries must be strictly guarded against such things as the media, and the transaction of this stock transfer will definitely not be accessible to the Securities Regulatory Commission, even if the Securities Regulatory Commission comes, the Ministry of Commerce will not be able to pass it, and maybe even members of Congress will come out and make noise.

But since Fu Guo called Xiao Yifei back in a hurry, believing that Catherine and they already had a basic plan, Xiao Yifei planned to see if they could find a way to let themselves, a yellow-skinned person, obtain CBS shares.

"Let's talk about your plan first."

"There are a lot of options right now. The first plan is that we want to form a group of investors, gather the funds of a few or a dozen investors, and eat the stocks. Of course, whether to eat Viacom or CBS depends on everyone's opinions and the funds raised. ”

Xiao Yifei asked:

"What about the second one?"

Catherine asked rhetorically:

"Can you start by talking about your interest in Viacom or CBS?"

Xiao Yifei replied without hesitation:

"CBS, of course."

Catherine nodded:

"The second is what I just said, you withdraw all the funds and eat CBS."

"I don't want to sell Sotheby, I have other plans for it."

"Then either join our investor group, or Mr. Xiao will only be able to eat part of the stocks."

Marshall interjected at this point:

"There is a third way, our bank can lend you a loan, so that you can eat all the CBS."

Xiao Yifei really wants to kill someone, what does this rich country want to do, the winery has already loaned 200 million, and now supports him to take out a loan to buy CBS stocks, when did the bank become so generous? Although he is not afraid of having two spaces, and it is a big deal to sell oil paintings if he can't afford to repay the loan, but is there any ulterior secret behind the support of rich countries?

Xiao Yifei didn't care about the rich country's malicious intentions, believing that they were just trying to find a safe way out for their funds, or coveting those oil paintings.

Xiao Yifei's current concern is that he found that the other party obviously did not understand the fact that he was still a Chinese with a green card. Xiao Yifei felt that this problem was very serious, this was the premise of whether he could buy it or not, and he also hoped that the rich countries would have any way to avoid this pit, but obviously they didn't.

Didn't they realize that after buying the 4.2% CBS stock, Xiao Yifei could easily get 5% as long as he collected some CBS shares from the free market, which was enough to qualify for a seat on the board? No matter how you think about it, you can't leave such a big hole for him.

So he looked at CBS's shareholding ratio again, and after making sure that he was not mistaken, he asked curiously:

"Don't you think there's a serious problem?"

Catherine and his subordinates were stunned, and Vice President Marshall, who was in attendance, also looked at Xiao Yifei stupidly.

It took a long time for Catherine to quietly sniff Xiao Yifei:

"What does Mr. Xiao mean?"

"I mean, if I buy them all, I'll own 4.2% of CBS."

"yes."

"I looked at the shareholding ratio, and this 4.2% is the second largest shareholder."

"yes."

"If I buy some more shares in the secondary market, up to 5 percent, I'll be on the board. I don't think Lei Shidong and the CSRC will allow me, a Chinese who has not yet become a naturalized citizen, to become the second largest shareholder and possibly join the board of directors. ”

The conference room fell silent. Xiao Yifei glanced at them and found that except for Catherine and Marshall, who looked so-so, the other two looked like they couldn't hold back their laughter but didn't dare to laugh. (To be continued)