Chapter 1: Overnight Poverty (To Be Continued)
Recently, in the A-share market, there is a good show at a wonderful moment, and a capital war is about to come to an end. www.biquge.info This is a war between vegetable sellers and wagon sellers, but that is their former identity, and the current name is much better.
Yao Zhenhua, graduated from South China University of Technology, double degree, it is said that he started by selling vegetables in his early years, and has become a famous bigwig, and he is also the honorary president of Chaoshan Chamber of Commerce. His Baoneng department controlled a 22 percent controlling stake in Vanke last year, and now the figure is 26 percent. Mr. Yao is not fighting alone, there are many, many teammates.
Wang Shi, graduated from Lanzhou Railway College with a major in water supply and drainage, is the founder of Vanke Co., Ltd., the current chairman of the board of directors of the group, and the executive director of the China Real Estate Association, the vice chairman of the Urban Residential Development Committee of the China Real Estate Association, the vice president of the Shenzhen Real Estate Association, and the vice president of the Shenzhen General Chamber of Commerce. At present, it only has a controlling stake of 0.016% in Vanke.
The inextricable intersection of these two cattle in the capital market, or the target of this war - Vanke Co., Ltd. (SZ000002).
Vanke is of great significance to Yao Zhenhua. Vanke's assets, brand and credit will undergo qualitative changes in the "Baoneng system"; The entry of the "Baoneng Department" into Vanke means that the "Baoneng Department" has evolved from a closed system to an open system, and the flow rate of funds has been improved and the efficiency of use has been improved. How could Yao Zhenhua miss such an opportunity.
For Wang Shi, Vanke is his "own son", although it is under the name of China Resources, it was raised by himself and is connected by blood. Now Boss Yao of the "Baoneng Department" is coming to snatch the child, and he is desperate to protect his "son".
The contradiction between vegetables and wagons is irreconcilable, and there can only be one winner. You might say that the greengrocer looks like he's going to win, but few in the industry hold that view.
According to the estimation of a professional investment institution, if Vanke's share price falls to 17.8 yuan and Jushenghua has no money to make up for the position, some asset management products will be at risk of liquidation. Today, the stock price continued to fall by 1.96%, and has fallen to 17.96 yuan, and the lowest is 17.92 yuan, which is only one step away from 17.8 yuan. At present, the Baoneng Department is still struggling and is trying to raise funds to replenish its position. In fact, the most terrible thing now is that Vanke's stock price continues to fall, and the trend shows Baoneng's weakness.
According to the prediction of the investment bank, there is no suspense about Baoneng's huge loss in this battle - Goldman Sachs gave Vanke A a sell rating with a target price of 15.6 yuan. Credit Suisse issued a report on July 12, rerating Vanke A (000002.SZ) to "underperform" and sharply lowering the target price to 10.1 yuan per share, a potential decline of 46%. At the same time, Credit Suisse lowered the target price of Vanke H (02202.HK) to HK$12.1 per share, a potential decline of 23.8%.
I like to see Baoneng liquidate, a gambler who takes other people's money to do crazy speculation, empty gloves and white wolves, if you don't blow up and control Vanke smoothly, then China's economy is finished, setting an example of crazy speculation, who will do research and development in a down-to-earth manner, enhance the competitiveness and profit margin of enterprises?
If it is Baoneng's own funds, the acquisition of Vanke is understandable; But most of Baoneng's money is borrowed leveraged funds, which need to pay huge interest; These huge interest, the only hope is that Vanke's share price rises, public news in recent days, a number of Baoneng's private placement bond issuance failed, facing an annual interest of 30~4 billion yuan, with the huge increase in the amount of pledged shares of Galaxy Securities Vanke, can be shorted by securities lending, Wang Shi can easily borrow securities Vanke short selling, completely defeat Yao Zhenhua, and send it to hell. The madness of capital can make Yao Yuanwai talk about bulldozing the down-to-earth Vanke management, which is the destruction of China's outstanding enterprises; The paleness of the policy was powerless to stop Yao Yuanwai's crazy ideas. The acquisition of Vanke's asset management plan began, and many people liked the icing on the cake; Now in the face of crisis, there is no one to help.
The unrighteous war of capital is just for money. Wang Shi is not a good bird, but at least this braised pork brother-in-law did not violate the rules of the game. Anyone in the capital market can happily play, there are many ways to play, it is very exciting and exciting, but if you want to do it for a long time and have great development, you must not violate the most basic bottom line of market morality.
In the world of the novel, a capital war is also on fire.
The main warring parties: Saxony-Windsor Imperial National Investment Company, Red Moon Imperial National Bank Investment Fund.
Battlefield: Central Continent Metal Futures Exchange, Copper Metal Futures Contract, Chromium Metal Futures Contract.
Here it is necessary to introduce this Red Moon Empire.
Tibet's mineral resources are relatively complete and widely distributed. By the end of 1999, a total of 100 kinds of minerals had been discovered in the whole region, and 36 kinds of minerals with resource reserves, including 4 kinds of energy minerals, 11 kinds of metal minerals and 21 kinds of non-metallic minerals. A total of 1,891 mineral deposits (ore deposits, ore points, mineralization points) have been discovered in the whole region, and 103 mining areas are listed in the upper reserve table, including 30 energy mining areas, 34 metal mining areas and 39 non-metallic mining areas. There are 19 large deposits, 18 medium-sized deposits and 66 small deposits in the mining areas of the upper reserve table. There are 11 mineral water producing areas and 4 geothermal reserves that have not been listed on the reserve table.
The geographical distribution characteristics of the identified resource reserves minerals: chrome ore is mainly distributed in Shannan and Nagqu areas; Non-ferrous metal minerals such as copper, lead and zinc are mainly distributed in Qamdo and Lhasa; The comprehensive minerals of salt lake salts, mainly boron-lithium, are distributed in the northern Tibet Plateau. Gold is found in the whole region, but the large-scale deposits are mainly concentrated in the Nagqu and Ali areas, mainly placer gold mines; Non-metallic minerals such as barite, magnesite, graphite, gypsum, sulfur and arsenic are mainly distributed in the Qamdo area. Cement limestone, granite, marble, ceramic clay and other building materials minerals and geothermal fields are widely distributed in the region.
It is rich in mineral resources and has great potential for development and utilization. According to the ranking of identified mineral resource reserves in the country, 12 kinds of minerals rank in the top 5 in the country, and 18 kinds rank in the top 10. Among them, chromium, high-temperature geothermal, craft crystal, and corundum rank first in the country; Copper, ceramic clay, and volcanic ash ranked second; magnesite ranked third; Boron, natural sulfur, and mica are in fourth place. According to the natural characteristics of mineral resources, the location conditions of development and the characteristics of market demand, chromium, copper, salt lake minerals (boron, lithium), mineral water, and high-temperature geothermal energy are determined to be the dominant minerals in the whole region. Other potentially advantageous minerals include iron, lead, zinc, gold, silver, antimony, molybdenum, rare metals (rubidium, cesium, strontium), potash, and construction minerals such as limestone and granite for cement. Energy minerals such as coal, oil and natural gas are in short supply.
Some characteristic mineral resources have large reserves and good quality. Chromium and copper, which are in short supply in Tibet, not only have large reserves, but also have high grades.
When the word "patriotic" comes out of someone's mouth, you can basically conclude that this is a ***, or a liar. Where the grass is fat, the sheep go up there to graze; Where life is good, people go up there, why do they stick to one place and don't move? Can you be characterized as a "traitor" after graduating from college and staying in the city? The word "patriotic" was invented specifically to prevent slaves from escaping from prison. The state is only a tool of the ruling class, and junior high school politics is talked about. Who will love tools? And the tool isn't mine. The bald head was also a pit of other warlords who pulled the patriotic banner back then, but President Shi's brain was not as good as that of the rural owner, and he gave the down-to-earth owner a lot of food. The bald country was basically gone decades ago, and now there is not even a hair left. If you don't do business, you always brag, and the cowhide will always break. This XXISM banner is being pulled around, and smart people have long felt disgusted and want to vomit. No matter how long the days are, those low-class fools can also see that for these people, "the golden ticket is great", this is the most real.
The ruler of the Red Moon Empire is not stupid, he was originally relying on religion and doctrine to fool the common people, which is why so many people have gathered, so there is this country. One of the human nature is to love enjoyment. After a long period of hard work, "religion" and "ism" will not move, and the leadership position of the ruling class will not be maintained. What to do?? War.