The content of Li Kaiyuan's press conference was quickly transmitted to the headquarters of Jardine Matheson, and at this time, the board of directors had just arrived, so all the directors saw the transcript. Pen @ fun @ pavilion wWw. ｂｉｑUｇE。 ｉｎｆｏ

Niu Bijian usually gives people an aggressive posture, but that comes more from his superiority as an upper-class elite than his management and style of acting, so after reading Li Kaiyuan's accusations, he just smiled very gentlemanly and didn't say anything.

The South China Morning Post, Hong Kong's most influential English-language newspaper that sells throughout Southeast Asia, attracted the attention of Simmen, who worked in Jardine Matheson's Singapore branch, when the newspaper published a report analyzing the changes in Jardine Matheson's stock price on Sunday, he immediately got in touch with his eldest brother Henrik in London, and then rushed to Hong Kong early Monday morning, but he was not a member of the board of directors of Jardine Matheson, so he attended the meeting as Henrik's agent.

As the largest shareholder of Jardine Matheson, Simon paid the most attention to the numbers mentioned by Li Kaiyuan, and he asked Niu Bijian very nervously: "Mr. Niu Bijian, this lady claims that she has 15." Is it true that the shares of Jardine Matheson? ”

"This is nonsense, she will definitely not own more than 10 shares of Jardine Matheson." Having been supported by Henrik at the beginning, he had a lot of respect for the Keswick family, and he turned to O'Connor, who was attending the meeting for consultation, and said, "O'Connor, you explain it to Simon. ”

"Last week, the stock price fluctuations of Jardine Matheson were only this Miss Li Kaiyuan, who took the most shares from the exchange, according to the news we heard, she bought about the shares from several securities investment institutions, and today, she bought 50,000 shares in the morning market, about 0, and bought 4.75 million shares in the afternoon, about, so calculated, a total of Jardine shares."

"Are you sure she bought the shares from the securities investment institution, only?"

"From what I've got, it's like this." O'Connor said proudly: "In Hong Kong's financial community, there is nothing we at Jardine Matheson that we can't inquire about. ”

Simenck's appearance and temperament are the complete opposite of New's, like a bookish teacher, who is noncommittal to O'Connor's confident words, but asks: "How much money did this lady use up in the stock market today?" ”

"The average price per share in the morning was 34. 94uu was used, and the average price was 46 in the afternoon. Hundreds of millions were used. ”

"What about last week?"

"About 4100,000."

Simon Keswick calculated a little and asked, "This lady has used more than 700 million Hong Kong dollars, so how many assets does she have to use?" ”

"I don't know."

"You don't know?" Simon asked: "How many people in Hong Kong can use seven or eight billion dollars in a week?" Which of these people does we know the details of them? ”

"Simon, you never watch entertainment news, you probably don't know yet, right?" A director who knew him well explained: "This lady is Shen Chong's lover, and we have always believed that he was behind the scenes sniping at Jardine Matheson's stock. ”

"I see." Simonke's eyes flashed, and he apologized and said, "Mr. Newbijian, I'm sorry to interrupt you, please continue to preside over the meeting." ”

Niu Bijian nodded graciously, responded to his apology, and then looked around the office and said: "Today's board meeting is to discuss two topics, the first topic is Wharf, and the second topic is how to deal with Shen Chong's provocation to Jardine Matheson. ”

"We hold Wharf shares, Bao Yugang holds 30 Shen Chong holds about 10%, according to today's intelligence, Shen Chong is likely to sell his Wharf shares to Bao Yugang, so that Bao Yugang has about 40% of the shares, occupy an absolute dominant position, with the current Wharf stock price, we want to increase our holdings to 40 at least 1.5 billion Hong Kong dollars, note, this is only based on the current stock price, if Bao Yugang competes with us, the stock price will rise further, The final cost may exceed 3 billion Hong Kong dollars, and it should also be noted that once Pao Yugang increases his holdings to 49, we will completely lose the possibility of continuing to control Wharf. ”

"Jardine Securities analysis believes that increasing holdings of Wharf is a promising behavior, and we should take advantage of the current high price to get rid of Wharf's shares as soon as possible."

"How do you get out?" One of the directors immediately asked: "We hold too many Wharf shares, if we sell them publicly on the exchange, it will cause the stock price to plummet, and if we don't sell them publicly, who will take over?" ”

Niu Bijian frowned and said: "The cost of the Wharf shares we hold is very low, no more than 30 Hong Kong dollars per share, at 74 today. The closing price of 9, even if it is sold publicly, is still profitable. ”

"Too little, too little." The director shook his head and said, "If you turn over last year, you can sell more than 90 yuan per share, but once it is sold publicly, maybe in the end there will not even be a UU block, and once you go up, you will lose 30 yuan......"

"yes, yes."

"It would be nice if I got rid of it as soon as possible, Paul, I've always said that Wharf better strike early, you see......"

"In just three days, so much ...... has been lost"

Simon didn't say a word, quietly observed the directors at the meeting, and after a while, he said, "Mr. Niu Bijian, can you resell the shares of Wharf to Bao Yugang?" I think if we had withdrawn voluntarily, he would have been happy to take over a part of the stock at the current price, even if it was just a part, and it would have reduced his losses a lot. ”

His proposal immediately aroused discussion among the directors.

"This is a good proposal from Simon, and Pao should be happy to see us withdraw from the battle for Wharf......

"I don't think so, he can buy from the exchange when the price falls, why buy our shares at a high price?"

"From what I know about Pao, it's very likely that he will accept this deal......"

Niu Bijian felt a little frustrated, he clapped his hands, signaled quiet, and then said: "Since all the directors have agreed to give up Wharf, how to resell Wharf's shares, I will arrange for Jardine Securities to set up a special team to carry out." Let's talk about the second issue, for Shen Chong, no, how should we respond to this Miss Li's request? ”

"There's nothing to discuss about this, and we're not going to let a woman enter the board of directors of Jardine Matheson, let alone let her take control."

"Under the company law, with the shares in her hands, she has the right to be on the board of directors."

"Then buy all the stocks in her hands."

"Today's closing price of Jardine Matheson is as high as 53 yuan, and it takes more than a billion yuan to buy back her shares, and we can't take it out."

"Buying back her shares will make the outside world think that we are weak, and we should respond to her strongly and lock up all her funds"

"Simon, you are from the Keswick family, tell me your opinion."

Simon Keswick was very calm and said in a very calm tone: "I think we should first figure out two things, the first thing is how much money this Ms. Li has, and the second thing is what her real purpose is, it is impossible to control Jardine Matheson, she must have another purpose." ”

"I'm afraid it's hard to figure out the funds, because HSBC refuses to provide any information, and Shen Chong's assets are very complex, with investments in the United States, Japan, and Chinese mainland, and it is difficult to liquidate them in a short time."

"Then find out what her real purpose is."

"Isn't it just learning from Wall Street to engage in hostile takeovers? She must be here to make our money. ”

"Not necessarily." Simon shook his head and said: "If this lady is representing Shen Chong, then as far as I know, Shen Chong is a very shrewd investor, he almost never misses, if I were him, I would not choose Jardine Matheson, but will choose Landmark Group, because the equity of Landmark Group is more dispersed, the scale is smaller than Jardine Matheson, and there are many high-quality real estate, in case of hostile takeover, you can continue to increase your holdings until you are fully controlled, and then split and resell the industry to recover capital, so that the risk will be much lower."

"Simon has a point, so how can we know her true intentions?"

"I'm going to talk to her." Simon said with a gentle smile: "Chinese do things, always like to go from low to high, first send the lowest position to contact, and then slowly raise the level to prepare for the interaction between the high-level, I am not a director of Jardine Matheson, nor do I work in the headquarters, I think, I go to contact her first, maybe I can get useful information." ”

Niu Bijian has been watching from the sidelines, and only then did he speak up: "Ximen, I have talked to Shen Chong a few times, he is a very cunning person, I am afraid that your kind of thinking will be difficult to work, and the efficiency is too low, it is already very late, if the problem cannot be solved tonight, as soon as the stock market opens tomorrow, the stock price will rise further, which is very unfavorable to us, after all, we are short of cash now." And, Simon, do you know that this Lady Li already owns at least a stake in Jardine Matheson, and you, as a member of the Keswick family, are you not nervous about it at all? ”

"Of course I'm nervous." Simon Ke City Mansion was very deep, and said without changing his face: "However, the Keswick family has been running Jardine Matheson for decades and has been providing stable and lucrative profit returns for everyone, I think whether it is the directors or the small and medium-sized shareholders, they will have confidence in our Keswick family, and this will not change because of a few percentage points of shares." ”

He continued: "Of course, our family will also raise funds as soon as possible to increase our stake in Jardine Matheson, and will never let the title of the largest shareholder of Jardine Matheson be lost, and my eldest brother Henry is planning to visit Hong Kong in the next few days, he misses the directors very much, and he also misses life in Hong Kong." ”