Chapter 51: Lip Lighting

"Yes!" Su Yu nodded and said, "But I can only guarantee that when I enter the market, I will try not to attract the attention of all parties in the market, but I can't completely put an end to the violent fluctuations in stock prices." ”

"After all, the injection of more than 100 million funds that you are asking for."

"For a small ticket stock like Lip Lighting, it's like a torrent that is injected into it in the short term, and it can't be completely without a trace."

"And, one more thing, I think, I need to remind you ......"

Su Yu paused and continued: "Stocks like Lip Lighting, the liquidity is extremely poor, it is difficult for funds to enter, but it is even more difficult to exit, and more than 100 million funds, if fully injected, for the total market value of this stock, whether it is the proportion of circulating disks or the proportion of total shares, it must be more than 5%. ”

"According to market regulations, if you hold more than 5% of the shares, you are the majority shareholder of the company."

"Regardless of the increase or decrease in the secondary market, it needs to be announced, that is to say, the purchase volume in the secondary market, as long as it exceeds the red line of 5% holdings, there is no way to hide the traces."

"Can it be avoided?" Yang Hao asked.

Su Yu smiled: "Yes, but you need to distribute the funds in three or five unrelated accounts for scattered buying." ”

"There's no problem with that." Yang Hao replied.

"And ......" Su Yu stared at Yang Hao's eyes seriously, and asked cautiously again, "Are you sure it's the stock 'Lip Lighting'?" ”

"yes, what's the problem?" Yang Hao wondered.

Su Yu was silent for a while, guessed Yang Hao's motives, and said: "No problem, I just think that from an investment point of view, the check of Lip Lighting is very risky to invest, although you are ready to lose money, and the goal is the equity of this company, but it still can't hide its lack of liquidity, difficulty in capital exit, and great risk of loss. ”

"After all...... I am not sure that I will make a profit on this investment objective. ”

"It doesn't matter." Yang Hao smiled and said, "I'm a man who does what he says, and I won't repay my debts, and even if I lose this money, I believe that with you, the God of Wealth, you can help me earn it back in the secondary market sooner or later." ”

"I can find another opportunity for you to earn it back, but I am afraid that the cost of hiring me to manage your financial management will only get more and more expensive in the future." Su Yu gently touched his glass, then took a sip of the wine in the glass, and said with a smile, "I'm afraid that after you lose a lot of capital, you won't even be able to pay the cost of hiring me to operate for you." ”

Yang Hao chuckled and said, "You underestimate me, don't you?" How can I say it...... I'm also the eldest young master of Kumho Group, and I can't afford to hire you, so isn't that a joke? ”

"I didn't underestimate you." Su Yu replied, "I'm just fully thinking about my own future 'money', and I don't want to lose your big customer in the short term, after all, customers with tens of millions or hundreds of millions of funds are still very difficult to find in the current market environment." ”

"Then help me get this done." Yang Hao said, "Within three days, I will give you the trading account." ”

"Good!" Su Yu responded, "The investment risk of the market, anyway, I have fully warned you, and the rest ...... Except for market operations, it has nothing to do with me. ”

Yang Hao nodded slightly and said: "Don't worry, as long as you can quietly enter the market, buy enough chips, and complete the trading task before the suspension of this stock, I will not miss you with a reward of 16 million." ”

"There has been good cooperation in the early stage, and Yang Shao's reputation, I still believe it." Su Yu said with a smile.

After the two finished talking, they chatted for a while, drank a lot of wine, and then dispersed, and by the time Su Yu returned to the rental house again, it was already 12 o'clock in the morning.

Su Yu pondered the conversation with Yang Hao tonight for a while, and was not in a hurry to sleep.

Instead, I turned on my computer and started looking at information about the stock of Lip Lighting.

Lipu Lighting, the main listed company, like 'Ancai Paper', is also a local enterprise in Yuhang, Zhejiang, in the early years, it was brilliant for a while, went to the scale of listing, and was successfully listed, but now it has declined, and revenue and profits have declined in both directions for four consecutive years, reaching the edge of ST.

It's just different from Ancai Paper's asset-heavy road.

After the development of the company into a predicament, Lip Lighting has long since faded the burden of heavy assets, and transformed the enterprise from independent production and sales mode to commissioned production and OEM sales model, so although its business, revenue, brand influence and other aspects are declining, losing market competitiveness, its internal liabilities, as well as financial pressure, compared with Ancai paper, is still a lot lighter.

Moreover, in terms of asset restructuring......

That is to say, if the company can't operate and wants to sell the shell, compared with Ancai Paper, there is no doubt that Lipu Lighting is cleaner and easier to restructure.

Let's look at the comparison of the overall market capitalization and equity structure of the two......

The market value of Lipu Lighting is lower than that of Ancai Paper, only 820 million, and due to the early listing time, it has undergone equity reform, and the shares are in full circulation, and there are no restricted shares; It is conducive to the negotiation of the backdoor party in terms of asset restructuring.

In other words, no matter which way you look at it.

If Kumho Group wants to choose the goal of backdoor listing in this time window, Lipu Lighting is far more suitable than Ancai Paper.

And......

Su Yu guessed, looking at Yang Hao's anxious appearance.

Most of Kumho Group is already preparing to contact the actual controller of Lipu Lighting, that is, the Tong family.

As for the original trajectory in his memory, he does not know why Kumho Group finally gave up the shell company of Lipu Lighting and chose Ancai Paper, which has a greater cost of asset restructuring and higher listing costs.

"With a market value of 820 million, excluding the Tong family's father and daughter, as well as the hands of the executives, there are also shares held by many small shareholders, and only about half of the 410 million chips are really circulating in the secondary market." Su Yu stared at the market situation of Lipu Lighting's stock, and frowned, "It's really difficult to get 16 million US dollars, almost 110 million funds, and not attract extreme attention from the market in the short term!" ”

Moreover, it makes Su Yu even more difficult......

It is this stock, after a continuous decline, the hedging disk is endless, and the daily turnover has shrunk to below 10 million, which is basically a complete loss of liquidity.

Not to mention 100 million funds, even if it is 10 million funds.

That's going to have to make a lot of noise, too.

What's more, with the passage of time, Su Yu estimates that the news of Kumho Group's contact with Lip Lighting will definitely come out, after all, there is no impermeable strength in the world.

In this way, at that time, there will definitely be other funds to come in and grab funds and gamble on asset restructuring.

This increased his pressure to enter the market even more in disguise.

So, in general...... He doesn't have much time to open a position, and there is very little room for maneuvering.

"Sure enough, the 16 million trading remuneration is not easy to get!" Su Yu sighed with emotion, thought for a moment, and said secretly, "With the disk information and the previous historical trend of Lipu Lighting, if you want to start from the field alone, I am afraid that you will not be able to achieve the goal, so ...... Then you can only try to cut in from the sidelines. ”

There is never a shortage of bearish stocks like this so-called market junk stock.

Su Yu thought for a long time, thinking that he could first collect some substantive negative information about the company, and then when the market rebound ended, or when there was obvious negative news in related industries and related policies, he would cooperate with the negative news in the market, and then concentrate on manufacturing enterprises from the over-the-counter, so as to cause the panic effect of the majority of retail investors holding shares in the market, amplify the trading volume, and then enter the market to receive chips.

Of course, even if there are all kinds of negative cooperation......

It is still extremely difficult to quietly eat 110 million chips in a row in a circulation of only 410 million at most.

It is just that through this kind of negative creation, combined with the harsh environment of the market, find the right time, take advantage of the panic in the market, in the rapid decline of stock prices, passively take over, and eat chips, far more confusing than direct active buying, and it is not easy to leave traces on the disk, resulting in more people's attention.

"...... opportunity"

After thinking about it carefully, Su Yu locked this set of trading methods, and said secretly: "Even if you cut in this way, you still have to cooperate with the extreme market macro bearishness, and it is best to have a continuous market crash, so as to ...... The money comes in, and it seems smooth and unobtrusive. ”

Thinking about it, Su Yu stared at the historical K-line of the Shanghai Composite Index and the market macro information.

According to the memories of the past life in my mind, I recalled it carefully, and I wanted to find that opportunity for success.

"The macro market is bearish, it will only happen at the end of June, and the end of the market rebound, the arrival of the second bottom, the probability will also occur in June, in the short term, there should be no chance." Su Yu rubbed his temples and said secretly, "Now, it seems that you can only take one step and see one step." ”

After all, things are changing.

Moreover, Kumho Group's final backdoor object is not this stock.

Su Yu thought that if the time was not ripe, or if Yang Hao changed his mind in advance, he could not earn the 16 million trading remuneration promised by the other party.

Thinking about it......

Su Yu turned his mind, sorted out his thoughts, and decided to put the temporary goal on the stocks and funds he was currently operating, and make the money in front of him first.