Time flies, and in the blink of an eye it is 2009.

Friday, January 2.

In the office of the New Era Group, Lin Zuhui leaned back in his chair and thought, it turned out that he found that 'money can't be spent'.

After the financial crisis, New Era Group started the bottom-buying mode, mainly focusing on three areas: real estate, hotels, and minerals.

Real estate: office buildings, shopping malls, and commercial real estate management companies in Europe and the United States are all targets; In Asia, it is mainly concentrated in Hong Kong and the mainland, and has also entered the commercial real estate sector in South Korea, Singapore and Southeast Asia.

In terms of hotels, Langham Hospitality Group has shifted its development focus to Asia, and of course, it does not rule out investing in luxury hotel projects in Europe and the United States.

Minerals: Taking advantage of the global financial crisis, New Era Group has increased its investment in the field of minerals, of course, mainly by holding shares, and does not strive for controlling rights; The current investment direction is iron ore (Vale 5%, FMG 12.5%), lithium ore, and a small amount of investment in the rest of the veins.

Especially in the layout of lithium ore, New Era Group has done a very good job, and has a lot of equity and voice in Chile, Argentina and other South American regions. With the development of Nanfu Power in the field of electric vehicle batteries, the voice of 'Times Mining' in the global lithium battery field will be even greater. It can be said that many years in advance, before China and the United States have reacted, Times Mining has laid out a huge network in the field of lithium batteries. As for whether he will encounter government pressure, Lin Zuhui is not worried at all, because Times Mining is only a shareholder director, not a controlling person, and has also achieved a deep friendship with local enterprises.

Lin Zuhui banged on the table, he still felt that the New Era Group was 'restricted', and couldn't help but compare it with Li Chaoren's current or future industries.

Only compare 'New Era Group' and 'Cheung Kong Series':

The layout of Cheung Kong in the energy field is very terrifying, but also very proud, from oil (Husky), electricity, to water treatment, etc., from the United Kingdom, Canada, to Australia, Israel, the United States, etc. In these respects, Lim is willing to bow down because he doesn't have the two signs of 'Hutchison Whampoa' and 'Husky', otherwise he could have done better. After all, Hutchison Whampoa has British capital, and Husky has Canadian capital.

The layout of Cheung Kong's retail field is also very respectable, with thousands of Watsons stores around the world, and the number of stores in mainland China alone is about to exceed 800. As Hutchison Whampoa's largest cash flow, A.S. Watson is a very large asset.

The above is the place where the Changshi system is more powerful than the New Era Group.

Of course, New Era Group also has more to be proud of:

In terms of real estate, 'Amazon Mall' is one of the top three retail real estate companies in Europe and the United States, 'Canary Wharf Group' is the largest commercial real estate company in Europe, 'Fuli Land' has a huge office building in North America and is one of the best commercial real estate management companies, and 'New Era Commercial Management' is the largest commercial real estate company in Asia, with office buildings or shopping malls in the mainland, Hong Kong, South Korea, Singapore, Malaysia, Thailand and other regions. Commercial real estate, as the industry with the lowest investment threshold in the world, does not have a high rate of return, but with Lin Zuhui's means of 'buying the bottom, 'doing T' and other means, as well as efficient management, New Era Group has achieved the highest return.

Shipping: After selling a large number of 'ships for chartering', 'Times Shipping' is still a giant leading Maersk Group, from container transportation, oil and gas transportation, ore transportation, to port/land transportation, logistics/tugboats, has formed a huge group.

Food & Beverage: This is the future of New Era Group. Jinmailang, Dekeshi, Wang Laoji, Red Bull, and Nongfu Spring have become the 'early five tiger generals' in the mainland, and they can also contribute billions of Hong Kong dollars in profits at present. Coupled with condiment brands such as Totole and Yang Xiecheng, it can be described as a huge asset. At the same time, in recent years, 'Hengchang Beverage & Food Group' has acquired many brands overseas and expanded its business to the world.

Beer & Spirits: Times & Newcastle Beer Group, which is a 100-billion-level beer group, ranks fifth in the world, is the first in sales in India, Russia, the United Kingdom, France, the second in China, the monopoly market in Hong Kong, and a lot of shares in Southeast Asia. As for spirits, we will seek opportunities to invest in the future.

Telecommunications industry: Hong Kong Telecom and Optus Australia are the No. 1 and No. 2 telecommunications brands in Hong Kong respectively.

Mining and energy: Vale 5% and FMG 12.5% in the iron ore field are very valuable assets; The investment in lithium ore in the global field is very early and wide-ranging; Nanfu Power may also become a giant of the world's 'lithium battery'.

Biomedicine: Its 18 main drugs are included in the National Essential Medicines List by the Ministry of Health of China, which has a total of 317 drug varieties. In the field of anti-cancer, great achievements have been made; In the field of anti-aging, some progress has also been made.

The overall potential of New Era Group is very large!

In the end, Lin Zuhui still gave up the idea of aggressive bottom-buying, and planned to slowly distribute dividends in three to five years with the cash flow on the account, and only control the cash flow below 300 billion Hong Kong dollars.

Giving up radical bottom-buying does not mean that New Era Group has stopped developing, but can only be said to be moving forward steadily.

From now on, there will be no big acquisitions, and small acquisitions will not be broken, which will be the norm for the New Era Group.

After the thoughts.

Lin Zuhui clicked on the Sina network on the computer and watched the news.

"In 2008, the market value of the five richest people in Xiangjiang evaporated by nearly 2 trillion, and Lin Zuhui shrank by 930 billion!"

This is talking about the shrinkage of the market value of listed companies controlled by Lin Zuhui, Li Chaoren, Guo Desheng's family, Li Zhaoji, and Zheng Yutong.

Among them, the New Era Group controlled by Lin Zuhui shrank by 600 billion yuan (peak 1.6 trillion yuan), the media group shrank by 180 billion yuan (peak 430 billion yuan), Heung Kong Telecom shrank by 100 billion yuan (peak 200 billion yuan in 2007), LEIT Group and Octopus Bank shrank by a total of 150 billion yuan.

Lin Zuhui smiled and shook his head, he didn't care about the shrinkage of the market value, after all, it had no effect on him.

What he didn't understand the most was that the cash flow of the New Era Group was five or six hundred billion, and those investors didn't hurry up to buy it, and the market value was only 1.02 trillion yuan.

Sure enough, retail investors are leeks!

"The god of stocks taught to buy gold, and 20,000 people in Hong Kong made a profit, with profits amounting to billions of Hong Kong dollars!"

This news is a bit interesting, meaning that in October last year, when gold was down $150 per ounce from September, or $730 per ounce for fish; But Lin advises everyone to buy spot gold, and asserts that there is absolutely no problem with the price of gold rising to $1,000 an ounce in recent years. As soon as this remark came out, on the second day, all Hong Kong citizens bought gold bars and gold jewellery, and even many people bought gold futures, and many local gold merchants and jewelers hurried to buy them.

It can be said that Lin Zuhui's influence is too great.

As a result, gold soared by $80 per ounce in the following month (November) and another $50 per ounce in December, reaching more than $860 per ounce.

Something interesting!

Media Building.

Lin Zuhui was in the office, browsing 'Sina Video' and listening to the work report of Hao Dongjian, president of 'Sina Video'.

Such a 'low-level' president can report to Lin Zuhui alone, obviously because it involves an important business in the 'cultural industry'.

"Sina Video currently has more than 5 million members, and has become the No. 1 streaming media site in Taiwan, Singapore, and Southeast Asia, with about 800,000 members in Japan and about 100,000 members in South Korea."

"Squid Game has already started filming, using the mode of filming and broadcasting. As Sina Video's first 'self-made drama', we invested a lot of money in filming, with an estimated total investment of 60 million Hong Kong dollars."

After listening to the report, Lin Zuhui commented: "Self-made programs are the only way for streaming media and a magic weapon to win." The other two magic weapons are: first, the combination of streaming media and traditional TV, so that TV users can also become our members and watch our programs; Second, investing in local content is more conducive to local development, for example, to develop members in Thailand, you have to invest in Thai dramas. It can be said that with these three magic weapons, Sina Video has good development potential in Asia, and even in Europe and the United States. ”

Hao Dongjian listened enthusiastically, this boss really has a long-term vision and is good at laying out the future.

"Okay, I remember your words!"

The three magic weapons of streaming media, the first good example is Netflix's first self-made program "House of Cards" in the previous life, which spent a huge amount of $100 million to shoot, and when the media and television ridiculed Netflix for killing themselves, "House of Cards" brought unprecedented success to Netflix, and the number of members opened in the past month reached more than 3 million.

The second magic weapon, the combination of streaming media and traditional TV, the example is Li Zekai's 'V channel' in the previous life, through the combination of traditional TV stations and the Internet, it has also developed very well in Southeast Asia. Of course, he can only be a small fight, and he brags about it after a little achievement. However, someone else's approach is the right one.

At the beginning, Netflix was unable to open the Korean market (national cultural pride), until it invested in "Squid Game" and opened the Korean market in one fell swoop; The same is true in Japan, where Netflix invests in the anime industry as a way to open up the market.

Therefore, through these three magic weapons, Sina Video will definitely become a streaming media giant in Asia.

The only pity is that this streaming giant can't enter the mainland market, but outside the mainland and the Northern Dynasty, the global network is interoperable. Because of this, Sina webtoon and Sina Video have high hopes for Lin Zuhui.

At present, Sina Video has purchased videos of Xiangjiang movies, variety shows, and dramas, as well as some local content, and it is impossible to find fault with the overall content.

And more than 5 million members, it is definitely a great achievement, and the reason for this is that there are many reasons for the correct strategy in the early stage, such as the "Million Dollar Algorithm Competition" and the "Network Speed Optimization Competition", although these competitions cost a lot of money, but not only achieved technical sublimation, but also gained great fame in Asia and even the world.

To be honest, even Netflix is considered to follow the development of Sina Video.

Finally, Lin Zuhui said to Hao Dongjian: "Although Sina Video has been losing money for a long time, you don't need to worry about this, in short, our task now is to 'increase members' and develop into a streaming media giant in Asia." As for the matter of funds, Sina Video has Sina.com, and there is also a media group on Sina.com, so there is no need to worry. ”

Hao Dongjian said confidently: "Okay, we will work hard to spread the port flow to the whole of Asia and even the whole world." After speaking, he even had a strong sense of pride, the Xiangjiang movie "Parasite" has won a lot of awards around the world since its release for nearly a year, and some people predict that "Parasite" will hit this year's (2009) Oscars.

This is the cultural industry of Hong Kong!

After Hao Dongjian left, Lin Zuhui's mind also remembered the achievements of "Parasite" in the past six months, which were indeed very eye-catching; As for whether the Oscars are awarded or not, it doesn't matter anymore, at least at the Cannes International Film Festival in France, the grand prize has been won.

At this time, Lin Zuhui has almost plagiarized the Korean cultural industry.

Therefore, Xiangjiang Films can be brilliant until 2010 in this life, and I believe that the future will not be low; In fact, it is very simple, Xiangjiang Films has the signboard of DreamWorks, and DreamWorks will not make any compromises for the mainland box office (and no one makes DreamWorks compromise, it is nothing more than a question of whether it can be released locally), because 'Media Group' is a giant with an annual profit of 20 billion Hong Kong dollars, and it will not hesitate to shoot some in-depth movies.

In the past few years, DreamWorks has shot 5~10 films every year, and these films have departed from the original style of Xiangjiang, but have depth, exploring human nature from small people and other styles. Of course, in the past seven or eight years, seven or eight classic Korean movies have been plagiarized from the previous life, and even disaster movies like "Haeundae" have not been spared.

Plagiarizing seven or eight movies, for others, may not be able to change the Xiangjiang movie, but for DreamWorks, it is to change the pattern of the Xiangjiang movie. The directors and screenwriters trained for Hong Kong have laid a great foundation for the future.

"There's nothing to plagiarize in the movie, so let's stop here!" Lin Zuhui said softly to himself.

As for variety shows, they have all been copied, "X-Man", "Love Letter", "Infinite Challenge", "We Are Married", "Family Birth", "I Am a Singer", "Idol 101", "Runningman", "The Refrigerator is Coming", "The Law of the Jungle", etc., almost none of them remained.

Many variety shows do not have schedules on ATV Jade Channel, so they are directly arranged on other channels, including Asia Satellite TV.

At present, Jade Channel's Friday is "Music Bank", Saturday is "Infinite Challenge", and Sunday is "Runningman", and there is no problem with these three programs to be broadcast for another seven or eight years, and "Music Bank" is of course a long-term program.

"There is nothing to copy in variety shows!" Lin Zuhui sighed.

Fortunately, these variety shows will generate a lot of copyright income in the future, which is enough for media groups to eat for another few decades.

Of course, the most important thing is that ATV Group has cultivated a large number of excellent PDs and writers, and they will also create new variety shows.

"In terms of dramas, "Squid Game" was handed over to Sina Video's self-made program, and ATV has also gained a lot from filming costume dramas and costume travel dramas in recent years, and it still has a huge influence in Asia."

"Descendants of the Sun", "Crash Landing of Love"? Can this be adapted" For a while, Lin Zuhui thought a little stunned.

"Descendants of the Sun" in the previous life could have caused a huge Internet sensation in the mainland, as for the peacekeeping forces, the mainland has them, but Xiangjiang definitely does not.

It seems that you can shoot!

Thinking of this, Lin Zuhui hurriedly put together some outlines and put them away.

He doesn't need to work on the script, he only needs to talk about a theme, which is probably what it means, naturally there will be an ATV screenwriter to complete it, and the completion will be very good. Of course, if Lin Zuhui can remember some sub-scenes, he will also write them down directly.

"This drama, filmed can also increase the pride and belonging of the Chinese, which can be regarded as a cultural invasion. It can also make the relationship between Hong Kong and the mainland closer. Lin Zuhui showed a hint of a smile.

Because of his appearance, Xiangjiang's relationship with the mainland in this life does have a sense of belonging, after all, filming some costume dramas or something can also make local Chinese realize their ancestral culture.

March.

HSBC Holdings, which has been supported by thousands of shareholders for a long time, finally bowed to reality and announced on the 2nd that it would issue 5 shares for every 12 shares, with a rights issue price of 28 yuan per share, raising about 137.5 billion yuan, which is the largest fundraising action in the history of Hong Kong and the United Kingdom.

HSBC also announced its results on the 2nd, with a net profit of about US$5.728 billion, equivalent to HK$44.7 billion, a decrease of 70%; HSBC also announced that it would withdraw from the mortgage and loan business in the United States, and only retain the local credit card business.

Due to the rumors involving the rights issue of HSBC, HSBC rarely suspended trading on the 2nd and postponed the time to announce the results; As for the much-anticipated rights issue, the rights issue price is $28, which is a discount of more than 50% to the closing price before the suspension, which means that shareholders can subscribe for new shares at half price; As for the number of shares involved, more than 5 billion new shares were issued, equivalent to 29% of the enlarged share capital.

The wealthy people in the city have expressed their full rights issue and are willing to sub-contract the rights issue of HSBC, among which Lin Zuhui also expressed his support.

Although he is also a banker, this does not prevent him from owning about 2% of HSBC shares, and he even intends to increase his holdings to 3% while the dip is low.

Just when the public focused on HSBC, Lin Zuhui's four major listed companies have released shocking performance announcements and dividend plans:

New Era Group: 2008 profit of 141 billion Hong Kong dollars, of which non-recurring profit of 66 billion Hong Kong dollars (from the sale of aircraft, ships, properties, securities), involving a total of 31 billion yuan of dividends (market value of 1.05 trillion yuan).

Media Group: The profit in 2008 was HK$20.2 billion, and the total dividends involved were HK$5.2 billion.

LEIT Group: The profit in 2008 was 12.1 billion Hong Kong dollars, and the total dividends involved were 3 billion Hong Kong dollars.

Octopus Bank: 2008 profit of US$5.2 billion, non-recurring profit of US$3.5 billion (sale of 200 tonnes of gold to private companies), total dividends of US$800 million.

For a time, the annual performance reports of large enterprises such as HSBC, Cheung Kong Industrial, and Sun Hung Kai fell sharply, causing the Hong Kong stock market to plummet; After Lin Zuhui's four major listed companies (Heung Kong Telecom Computing public listed companies, not direct holdings) released their results, the Heung Kong stock market immediately stopped its downward trend and rebounded.

The citizens of Xiangjiang were all shocked and discussed.

"It doesn't make sense, last year's global financial crisis, why did New Era Group's profits rise a little?"

"Quite simply, didn't the report say that in the first half of last year, New Era Group sold a large number of leased ships and aircraft, as well as cashed out some properties, and also emptied its securities investment at the beginning of the year. Tell me, if you sell so many assets, how can there be a reason why your performance will not rise. ”

"It's still Lin Sheng's strength, this keen observation of risks is worthy of being an invincible stock god."

"It's not just amazing, Octopus Bank's annual profit is close to HSBC's. The assets of the two companies are very different, but others make a lot of money, I see, in the future, I will simply invest in Octopus Bank. ”

"You have to look at this rationally, Octopus Bank is a commercial bank after all, and investing in those is not a long-term solution!"

"Hehe, others don't invest indiscriminately, others buy gold spot, steady investment. What's more, behind Octopus Bank, there are also New Era Group, Media Group, LEIT Group, and Xiaomi Technology as an alliance, this bank is very stable, and they are not blindly expanding, it is very stable. ”

"In this way, Octopus Bank is really a high-quality stock, and I plan to invest in it."

Octopus Bank's performance has slapped HSBC in the face and made HSBC's senior management even more worried.

This is because Octopus Bank is very competitive with Hang Seng Bank in Asia, both of which are positioned as 'personal retail banks' and mainly serve small and medium-sized enterprises, not to mention that with the increase of Lam's influence in Hong Kong, Hong Kong residents prefer to put their deposits in Octopus Bank, so that the deposits of Hang Seng Bank and even HSBC will naturally be greatly affected.

Worries are worries, HSBC has no good plan, and Xiangjiang is not before the 80s, and it is not HSBC's turn to show off its power in Xiangjiang.

And Lin Zuhui's personal influence has long surpassed HSBC, and he is naturally not worried about offending HSBC.

(End of chapter)