"Do you know how to massage?" Su Yu asked with a smile.

Li Meng sat beside him gently, put her slender white fingers on Su Yu's shoulder, gently rubbed it for him, and said with a smile: "Although I can't either, it's better than rubbing it yourself." ”

"Yes!" Su Yu smelled the elegant fragrance on her body and lay down on the sofa.

Li Meng found a proper position, continued to rub Su Yu for a while, and said, "Do you really want to buy the company 'Anzhao Fund'?" ”

"Hmm!" Su Yu lay on the sofa and said, "If Mr. Wu of the 'Oriental Group' is willing to sell." ”

"But our company, at present, the cash flow is tight, and there is not so much money that can be used for extension mergers and acquisitions!" Li Meng said, "And the assets of this company, as well as the volume of asset management, for us, in fact, is not of great significance, the acquisition of such a company, always feel that the development of our company is not very helpful, and the cost performance is not high." ”

Su Yu said: "At present, there is a risk of breaking the capital chain of the 'Oriental Group', at this time, we are acquiring the assets of its company, the other party's asking price will not be too high, at the same time, the reason why I want to acquire the company 'Anzhao Fund' is not to fancy its assets and future development potential, but the company's hands of several fund licenses, as well as the other party's mature trading team. ”

"We've analysed ...... before"

"I feel that the pace of the market bull market is getting closer and closer, and the development of the domestic asset management industry and financial industry has obviously reached an inflection point with the approach of the bull market."

"When the industry cycle is getting closer and closer, we are market participants."

"How to prepare in advance, prepare enough bullets, in order to seek more benefits and profits in the outbreak of the industry cycle, and with our 'Yuhang Investment' is now famous and influential in the domestic financial investment market, we are at this time to expand the scale of business, waiting for the market to reverse, is the most beneficial to the future development of our company a strategic preparation."

"You have to strike while the iron is hot!"

"Under the influence of sentiment, the change in the direction of the market wind is very fast."

"Our 'Yuhang Investment' is currently in the market in the vast number of investor groups, there is still this kind of appeal, so we must use the trust of investors in our institutions and the fanatical chasing effect, the scale of our company's asset management to raise again, and then develop and develop."

"The company's operation is like sailing against the current, and if you don't advance, you will retreat."

"Don't look at the fact that our institution currently has tens of billions of capital, the investor group that trusts us, and many people in the industry are on the altar, and their words and deeds have a huge impact on the market, but believe it or not...... As long as the net value of several core funds of our institution falls slightly, the trust and fanatical pursuit of investors in us will cease to exist in an instant. ”

"Therefore, the scale of 10 billion yuan is not the development goal of our institution, nor should it be the development goal of our institution."

"Continue to move upward, climb the threshold of 100 billion yuan of asset management scale, and truly achieve the two major businesses of fund management and private equity investment, when both legs can walk soundly, perhaps our institution's ability to take risks will have a significant improvement, and we will be able to relax a little."

"Now, it's not time for us to be complacent and to relax."

"As for what you just said, the problem of tight cash liquidity in our company ......"

Su Yu paused, and then said: "Not long ago, we applied for a loan of 1 billion yuan from Huashang Bank, although it was stuck by the Credit Risk Control Department at the Yanjing headquarters, but the loan was not canceled, and it will still be released to our company after the interruption." ”

"With this 1 billion loan, our company's current cash flow shortage problem will be greatly alleviated."

"Moreover, the overall scale of the company is not large, and the internal assets are extremely limited, and the acquisition of this company, even if there is a premium, the valuation will not exceed 100 million, and the current impact on our company is actually minimal."

"And when we actually buy it......"

"Several of the main funds of Anzhao Fund are fully incorporated into the management of our 'Yuhang Investment', and the meaning in the hearts of the majority of investors in the market is completely different."

"This company, in the hands of Mr. Wu of the 'Oriental Group', is only worth 100 million at most."

"But in our hands, the value presented is estimated to be more than 1 billion."

"Therefore, no matter which direction you analyze it, as long as the 'Eastern Group' is willing to sell this company, for us, we will not lose anything."

"Of course, the root cause is that our company is too slow in the training of traders."

"There is also the rapid expansion of our company's scale, the talent reserve is obviously not able to keep up, the extension of mergers and acquisitions of similar enterprises, the expansion of the talent pool, is our development, the fastest shortcut."

After listening to Su Yu's analysis, Li Meng suddenly became less resistant to his desire to acquire the 'Anzhao Fund', and said: "Okay, since that's the case, then I don't have any opinion." ”

"But ......"

Li Mengmeng thought for a while, and said: "The 1 billion funds of the bank loan, plus the 1 billion funds we borrowed from the 'Zhenhua Capital Group', the current debt ratio of our institution can be said to be soaring all the way, in case there is something unexpected in the follow-up market, the 'bull market' we expect will not come so soon, will there be any problems?" ”

After all, she knew that the 1 billion loan that the company applied for from Huashang Bank was not a long-term loan, but a short- and medium-term loan with a term of half a year.

And the 1 billion loan of 'Zhenhua Capital Group'.

Although the other party did not indicate a clear repayment date, its essence is also implied.

If their relationship with the Xie family of 'Zhenhua Capital' suddenly deteriorates, and the market changes and there is a little accident, then with the company's current situation, it will suddenly be impossible to solve the 2 billion capital gap.

"There is still one quarter, and the 'Yuhang No. 2' fund will reach the one-year net value settlement and opening time." Su Yu said, "At present, the net asset value of the 'Yuhang No. 2' fund has reached about 14 billion, according to the agreement when the fund was established, even if the 'Yuhang No. 2' fund is settled with the current net asset value, we can at least harvest more than 3 billion excess profits, which is enough to make up for the gap of 2 billion in arrears." “

Not to mention......

Su Yu knew that when the time really reached a quarter, the net value of the fund would be settled.

The net asset value of the 'Yuhang No. 2' fund can still rise a little higher when the main line of the market has been determined and the bull market is getting closer and closer, and the time will be ...... In the net value settlement, the excess profits they can obtain may be far more than 3 billion.

And, in addition to excess profits.

According to the 4% fund management fee, they can also get at least 5 or 600 million fixed management fee income.

In short, on the whole, in the face of the expected short- and medium-term income, the company's current liabilities are not large, and there is no excessive operating risk.

"Okay!" Li Meng nodded, "If you don't think there's a problem, that's fine." ”

Although Su Yu has always respected her opinions, in the final analysis, she only accounts for 1% of the company's substantive shares, and according to the company law, she cannot influence Su Yu's decision on the company's development.

"Hmm!" Su Yu responded, feeling a lot more relaxed, and couldn't help but say, "I feel better, you're tired, go to bed early!" ”

After speaking, Su Yu turned over and sat up.

But he didn't want him to get up suddenly, so that Li Meng, who was originally leaning on his body and massaging him, completely lost his center of gravity, and instantly planted the whole person into Su Yu's arms, causing Su Yu's warm fragrant nephrite to hug him.

"I ...... Went to bed. ”

The moment the skin touched, after a brief blank in the minds of the two, Li Meng said.

Su Yu let out a soft 'um', and then saw Li Meng in pajamas, got up and quickly drilled into his room.

After that, Su Yu couldn't help but cross the scene just now in his mind.

Sitting on the sofa, I thought about it for a while, and then I went into the bathroom, took a cold shower, and then went to sleep.

The next day, after waking up, after breakfast, Su Yu didn't let Dai Lingna drive to pick up, and directly took Li Meng's car, and the two of them came to the company together.

When he arrived at the company, Su Yu saw that the company's management had almost arrived.

So, as usual, I held a weekly morning meeting of the company's management, listened to the heads of various departments about the work arrangement of the week, and at the same time explained to a supervisor of the company's limelight department who stayed in the company, and asked him to follow up on the project of acquiring the 'Anzhao Fund' and try to contact the 'Oriental Group'.

After the morning meeting, Su Yu entered the trading room of the company's fund investment department.

Then, while checking the morning market announcements and important information, we listened to the trading arrangements of each trading group, as well as everyone's strategic ideas on trading.

According to the market sentiment reaction in the morning, as well as the popularity of the major stock discussion platforms on the Internet.

The core focus of the market is still the main line of "infrastructure" and "military industry" that changed across the board last Friday, and as for the hot stocks, "Fushun Special Steel", "Northern Xinjiang Communications Construction", "LeTV", "Huaguo Metallurgical", "Huaguo Railway Construction" The popularity of several stocks can be described as comparable.

"Mr. Su, the check of 'Chengfei Technology' feels like it's expected!"

At 9:10 a.m., in the trading room, Zhang Guobing, the leader of the third group, said: "It is rumored in the market that this check is in the stage of approval with the restructuring of a military industrial enterprise, and I feel that this check has become a leading concept stock in the field of 'military asset restructuring'." ”

"'Chengfei Technology'?" Su Yu's eyes swept the check, and in his memory, there were indeed some vague memories.

"And technically, the trend pattern, the degree of capital involvement, etc., are also not bad." Zhang Guobing continued, "I think it can be laid out and hyped up as an important fulcrum for the continuous divergence of the 'military industry' line, of course...... The point is not this stock, the key is that we can bring out the hot spot of the concept of 'military asset restructuring' by making this check. ”

"I think the national soldiers are right." Zhao Lijun also answered, "If the market of a big main line wants to continue longer, it is necessary to dig deep into its investment logic and hot concept direction, and there is no doubt that the "military asset restructuring" superimposed on the "reform and reorganization of state-owned enterprises and central enterprises" This big concept has a strong space for speculation and expected imagination, and we guide the market in this direction, which is completely promising." ”

"There is also a ...... in the direction of 'big infrastructure'" Liu Yuan saw the two of them put forward their opinions, and said not to be outdone, "Master, the line of 'big infrastructure', although the underlying expectation logic is 'the acceleration of urbanization' and the recovery of 'real estate and infrastructure', but in terms of hot spot direction and concept expansion, it can also be linked with the general policy direction of 'reform and reorganization of central enterprises and state-owned enterprises', and the expectation is expanded in depth." ”

"And ......"

Liu Yuan paused, and said: "The incremental expectation of the general direction of 'infrastructure', that is, the direction of the 'Silk Road in the New Era', can also be subdivided and expanded, which can link shipping and ports, so as to further expand the scope of the main line market, and fully maintain the depth of the money-making effect and the sustainability of market development." ”

"In fact, in the futures market recently, the 'black series' has continued to bottom out."

"Although the signal of bottoming out is not clear."

"But this can be used as an expectation of a cycle reversal, if we combine the trend of the futures market, the disk induction, should also be able to harvest some incremental funds to follow the trend, so as to further help us open up the market situation, lay the foundation of the market's speculation."

"Good!" Su Yu listened to everyone's suggestions and said with a smile, "It's all good, at present, we have mastered the initiative in the market, your ideas, as long as you think they are right, you can use the funds in your hands to verify the temptation, it's just ...... If the market trend reflected by the market, as well as the situation of the market funds following the trend, do not match your expectations, you still have to do a good job of stop loss, do not fall deeper and deeper in the wrong direction of the trading strategy. ”

With the company's asset management scale becoming larger and larger.

At the same time, with the operation of large funds, the actual combat again and again, in Su Yu's view, several core members of the trading team have now fully grown up and are enough to take charge of themselves.

"Good!" Several trading team leaders replied one after another, and then turned their eyes back to the trading board of the two cities.

When everyone's eyes returned to the trading disk of the two cities, the market trading time had come to 9:15, and the two cities ushered in the initial call auction.

I saw that the stagnant disk, in the eyes of countless investors in the entire market, began to beat again.

Among them, the two main lines of "infrastructure" and "military industry", as well as the core concept stocks, as well as a number of popular stocks with high market attention, instantly attracted funds from all walks of life in the market to take care of them, and the corresponding individual stock disk, at the moment of the start of the call auction, its trading situation was very intense.

(End of chapter)