Chapter 56 Chapter fifty-six
Yang Liu sensitively noticed the continuous plunge of Beichai's stock price.Yesterday, the entire machinery and equipment sector consolidated strongly. Northern Heavy Industry closed at a high of 56 yuan, while Beichai fell by the limit all day, and the closing price was only more than 41 yuan.What's even more strange is that there was another limit-down at the opening of the market today, which fell to 37.5 cents, and nearly 4 million shares were sold in a call auction.Yang Liu felt that something was wrong, so he called the director of the securities department of the group, and asked them to find out whether the equity of Zhengda Heavy Machinery was really going to be taken back by the provincial SASAC?At the same time, make a serious analysis, assuming that the equity of Zhengda Heavy Machinery is taken back, but there are no other new negatives, what should be the reasonable market price of Beichai shares?Ask the securities department to give him a report immediately, the sooner the better.
As soon as he finished the call, Pei Xiaojun arrived. Seeing the time-sharing trend chart of Beichai on his computer screen, he stretched his head to look at it, gloated and said, yo, is it another limit down?Now the descendants and monkeys are miserable. The fire on Beichaihou Mountain seems to be very serious, and there is no sign of extinguishing it yet!
Yang Liu happily discussed with Pei Xiaojun, hey, do you think the articles in the "Financial Morning Post" and the Internet were inspired by the provincial SASAC?By the way, is there any news from the province?
Pei Xiaojun said that there were many things in the past two days, and he didn't care to contact the province, but he should have the background of the provincial SASAC.Otherwise, how dare Qi Ming and those two famous stock critics talk so nonsense?Mr. Yang, don't worry about it, Sun Houzi did it to himself, anyway, we don't have his Beichai anymore!
Yang Liu smiled and said, Xiao Pei, you are not mean enough, are you a grandson of Monkey?Have you never thought about helping others in disaster relief?Beichai has fallen from more than 60 yuan to more than 37 yuan today, has it not fallen completely?Even if the transfer of Zhengda Heavy Machinery is really invalid, Beichai shouldn't have plummeted like this!Others don't understand, as practitioners of heavy truck machinery, don't we know the situation in the industry?The performance of Beichai has been growing significantly, and the growth rate is more than 20 percentage points higher than that of NHI. The stock price should not be lower than ours!
Pei Xiaojun was startled, yes!Busily called up the NHI trend chart from the computer.While looking at it, he said, oh, our NHI has also fallen a little bit, and it is currently consolidating at 55 yuan.Teacher Yang, from what you mean, do you want to make a quick attack and take the opportunity to copy the bottom of Beichai?
Yang Liu thought, why not?Beichai, which we sold at a high price, seems to be time to buy some back.However, risks must be fully considered. I just issued an order for the securities department to study urgently.
Pei Xiaojun responded quickly and promptly, so I'll go to Wang Rucheng's secretary right now to see what's new in the province, shall I?With that said, he took out his phone and dialed it.The phone was connected, but the other party did not answer, so Pei Xiaojun sent another message, saying that he had something important to ask for advice, and asked the other party to return to the phone at a convenient time.
At this time, it was ten fifteen.Beichai's lower limit has been loosened, and from time to time, four-digit large orders enter the market to eat.Judging from the time-sharing chart, the competition between longs and shorts is quite fierce. Only forty-five minutes after the opening of the market, the trading volume has reached more than 14 million shares, and the selling orders placed at the limit position are less than 2 million shares.After all, it is a big bull market, and Beichai's stock price has experienced a sharp drop again, and it should be the final bottom.Yang Liu felt itchy in her heart, she really wanted to pick up the phone and let the securities department take it in immediately.But after hesitating for a long time, he still didn't dare to give this order.There is a saying that a gentleman does not stand under a dangerous wall unless he can prove that the dangerous wall has been supported.However, the research report from the securities department hadn't been sent yet. Pei Xiaojun sent a message, but the provincial side didn't reply. Out of prudence, he could only wait.
Pei Xiaojun made an appointment to talk about the group's strategic planning, and he has been preparing for this for several days. Seeing him staring at the computer all the time, he probably felt uncomfortable.The young man didn’t say it clearly, he just said, Mr. Yang, don’t look at the market, Beichai’s decline today is definitely not a good thing. Do some research!
Yang Liu didn't take Pei Xiaojun's so-called "major matter" seriously, especially when it involved the group's strategic planning.The president shouldn't have to worry about such a big event, it's mainly about him and the board of directors, but Pei Xiaojun insisted on talking about it, and he couldn't deal with it.Yang Liu looked away from the computer, looked at Pei Xiaojun with a smile and said, "Xiao Pei, let's get started, I'll tell you, I won't see anyone today, so I just listen to you!"Oh, if you want to drink tea, pour it yourself, the tea is in the cabinet next to the water dispenser.
Pei Xiaojun stood up from the high-back sofa opposite, Yang Liu thought that Pei Xiaojun was going to make tea.Unexpectedly, Pei Xiaojun stretched out his hand and turned the computer screen on his desk around.It’s half-true, my dear teacher Yang, can you put down Beichai, a little sesame seed that fell into the mud, for a while, and let me talk to you about the big watermelon in the future?This is the crystallization of my wisdom!
Yang Liu was displeased, still smiling, okay, okay, Xiao Pei, talk, talk!
Pei Xiaojun talked about the positive changes in the capital market in recent years, and the limitations of the original plan of the group; from the leapfrog development achieved by Sun Heping and Beichai through capital operation, to Beizhong's taking advantage of the fire to take over Pingzhou Iron and Steel Holdings in one fell swoop. It is a classic example of the right to fight; it is ambitious to propose that taking advantage of the current hot market, bullishness, and high stock price of NHI, it will issue 8 to one billion shares, and put all the assets of the group except Ningchuan Road Machinery into the overall listing of NHI.
...Mr. Yang, such a good market opportunity, do you think, is it a pity that we did not seize it in time?The basic idea of the group's original strategic plan was the self-development of industrial capital, which is not wrong, as there was no such a good capital market at that time.Now the situation has changed. Financial capital sees such a bright future and is willing to buy our company at a price-earnings ratio of dozens or even hundreds of times. Why don't we sell it immediately?The industrial value that can only be realized decades or even hundreds of years later can be realized in one fell swoop in the madness of financial capital today, which is simply unimaginable!
Yang Liu had to admit that Pei Xiaojun had a brain and saw through the essence of the matter.Ma Yi was also seen through.Ma Yi has a deep understanding of the relationship between industrial capital and financial capital. When the stock market fell into a frenzy, Ma Yi sold all his stocks and quit this irrational game.So, I said, Xiao Pei, I have already thought of what you are thinking, otherwise there would be no two listings of NHI in Hong Kong and the Mainland, and there would not be a bundled listing of Ningchuan Road Machinery and Wenchai!
Pei Xiaojun is happy, Mr. Yang, I noticed this!When NHI went public in the two places, a lot of group assets were put into it, and Ningchuan Road Machinery bundled Wenchai, which is a good job!That's why I followed your general idea and put forward further suggestions.For the specific plan, I think of it this way: half of the additional issuance of eight to one billion shares will be subscribed by the group's assets, and half will be publicly issued to the market.The stock price of NHI is currently 55 yuan, and it will even rise to 70 or 80 yuan in the future. Even if we issue additional shares at 50 yuan, we will still make crazy profits.Not only did the group go public as a whole, but it also raised more than 20 billion in one fell swoop.With this more than 20 billion, we are enough to rebuild a Beizhong Group.Oh, that's right, that's right, Teacher Yang, I just got a piece of information: Jane Jack holds a heavy machinery equipment company in Europe, which is a listed company in Frankfurt, and is about to transfer the controlling stake...
Yang Liu interrupted Pei Xiaojun, I knew about it, Jane Jack mentioned it to me, but I ignored him.Little Pei, you may not be very clear about what Jane Jack and He do.What they do is to buy in a certain company when it encounters difficulties and its value is greatly underestimated. After cleaning up, the market is good, and they sell it to others at a high price. Let’s not take it for granted!
Pei Xiaojun argued, Teacher Yang, but have you thought about another question?This company has markets in many European countries, and its share is not much smaller.If the price is more reasonable, we won this company, and we will easily win these market shares!
Yang Liu didn't say yes or no, just asked, hey, Xiao Pei, have you finished?Continue to talk without finishing!
Pei Xiaojun said, let's talk so much first!I explained it again. Regarding the matter of European companies, I just said it in passing. The main issue is that internationalization needs to be considered. You and the board of directors can refer to it.
Only then did Yang Liu smile, and slowly opened his mouth, Xiao Pei, you are not simple, you have a good brain!What you said is right, the overall idea is very good, but there is a problem: it is too impatient, and I want to eat it in one bite and become a fat man.It is impossible and unrealistic to make a charge tonight and wipe out Chiang Kai-shek's millions of troops tomorrow morning.Please answer me a few questions: First of all, haven't other industrial capitals seen this great opportunity to sell tomorrow at a high price?Please answer.
Pei Xiaojun said with a smile, of course he also saw that many listed companies want to issue additional shares at a high price!Didn't Sun Heping's Beichai issue an announcement to issue an additional 100 million shares?Who is more stupid these days? !
Yang Liu shook his head. Some are stupid, that is, irrational financial capital. They foolishly calculate the value decades or even hundreds of years later, let’s not talk about it.The second question: If we all open our mouths like us, can the current market bear it?
Pei Xiaojun clapped his hands, of course he couldn't bear it.Hey, Mr. Yang, let me clarify, I never thought that the capital market would be so hot for a long time, so we have to hurry up!Before the market collapses and the stock market enters the next round of bear market, it must be circled cleanly and hard.
Yang Liu smiled wryly. There was an emperor in France named Louis Shishi, I don’t remember clearly, once said something like this: I don’t care about the flood after I die.Your idea is quite similar to his, so don't care about the market crash after the circle is over.Don't forget, if the market really crashes, everyone should stop playing!
Pei Xiaojun was stunned, hey, Teacher Yang, you... what do you mean?Not ready to make a move?
Only then did Yang Liu say that the board of directors of NHI is ready to study the issue of additional issuance, but it is not the eight to one billion shares you hoped for, but 80 million shares, and the funds raised will be used for the acquisition of Pingzhou Iron and Steel.
Pei Xiaojun was very disappointed, Mr. Yang, this... this, you are too impatient, right? !
Yang Liu didn't want to talk any more, and moved the computer screen to the right, Xiao Pei, this is not a question of courage, but a question of strategy and tactics. We have to judge the situation and take it step by step!After all, I looked at the time-sharing chart of Beichai, and I couldn’t help being shocked: During the more than an hour of his conversation with Pei Xiaojun, the stock price of Beichai was pulled up, and it rose rapidly from the lower limit position. Gong, unexpectedly rose by 8% in one fell swoop, and reached 45 yuan at the close.So he called, Xiao Pei, hurry up, call the province again, and ask Beichai what's new?Why did it turn from falling to rising, such a change!
Pei Xiaojun's ambitious suggestion was rejected, and he was not in a high mood, but he still called, but still didn't get through.At this time, the securities department called and gave the latest research conclusion: Assuming that Zhengda Heavy Machinery's equity is taken back by the provincial SASAC, compared with the current market index points and machinery sector index points, the reasonable market price of Beichai should be Between forty-three and forty-six yuan.The director of the securities department also noticed the change in the market, and speculated that the equity crisis of Beichai may have been eliminated.If this is the case, the stock price should return to above NHI, reaching around 60 yuan.The director suggested that when the market opens in the afternoon, wait for an opportunity to buy in, and wait for the good news to be released on rallies.Yang Liu thought for a while, but didn't dare to agree, and asked the securities department not to act rashly, and wait patiently for his next order...
While having lunch in the cafeteria with Pei Xiaojun, Secretary Wang Rucheng called back.Pei Xiaojun asked about Zhengda Heavy Machinery's equity, and the other party talked for a long time, but he didn't know what to say.At the end of the call, Pei Xiaojun cursed and said, Teacher Yang, Monkey Sun is fucking lucky again!Wang Rucheng and the provincial government did not approve the SASAC's report to take back the shares of Zhengda Heavy Machinery. Instead, they asked the SASAC to cooperate with Beichai Group to clarify the relevant rumors and stabilize the market. Can Beichai's stock price not rise!
Yang Liuming sighed wistfully, look, look, how good is it to eat at the limit in the morning?I felt something was wrong at the time, and suspected that some institutions suppressed the purchase of goods, and it was true!After finishing speaking, he hurriedly took out his mobile phone and sent an instruction message to the director of the securities department: chase the high and enter the market immediately, and try to eat Beichai.
With this order, within fifteen minutes after the market opened in the afternoon, Beichai rushed to 45.84 yuan, and the daily limit was sealed.Afterwards, there were more and more buying orders at the daily limit position, and there were still nearly 10 million shares piled up at the close.Fortunately, because the province's information came in a timely manner, and because of his immediate decision, the group's securities department finally got more than two million shares near the daily limit.On this day, the daily turnover rate of Beichai reached 23%, setting a new high since the merger and listing.
That night, the announcement of the Board of Directors of Beichai Group and the statement of the Provincial State-owned Assets Supervision and Administration Commission were posted on the websites of various financial media at the same time.Both parties unanimously declared that the equity transfer of Chia Tai Heavy Machinery is legal and valid, and there is no possibility of any change.Relevant online rumors and articles in the "Financial Morning Post" are irresponsible subjective assumptions, and the two sides do not rule out legal investigations against the "Financial Morning Post" and the relevant responsible persons.
The next day, Beichai opened for trading at a new price limit of 50.42 yuan after a one-hour suspension in accordance with the regulations of the exchange, and less than 2 million shares were traded throughout the day.Next came two daily limits with increased volume. After a full change of hands, Beichai regained the high of 60 yuan. When the market closed on Friday, the stock price was already 61 yuan.
The target price locked by the securities department is 60 yuan. Once the target price is reached, it is recommended to ship.Yang Liu agreed, and as a result, made a small profit of more than 30 million in three days.After get off work that day, when I saw Pei Xiaojun talking about this in the foyer of the group building, Yang Liu joked, Mr. Pei, if you don’t come to make trouble for me that day, I might let the securities department make a sale around 37 yuan, which can earn about the same Fifty million!
Pei Xiaojun frowned, even fifty million is still sesame.Mr. Yang, my suggestion for additional issuance is that you'd better think about it again.Oh, by the way, I have changed my mind. Since you have repeatedly suggested, I think I should take a part-time job in a listed company, and I will also be the vice chairman of Northern Heavy Industries.
Yang Liu knew what Pei Xiaojun was thinking, and said with a smile, what's wrong, you still remember to promote your watermelon at the board of directors of Northern Heavy Industries?Xiao Pei, don't argue about this anymore, okay?What should be said, I told you everything, you should still be the same as Zhou Zhou, go to Ningchuan Luji and the chairman!
Pei Xiaojun waved his hand, forget it!After all, without waiting for Yang Liu to react, he quickly walked out the door and walked in front of his car.When he was about to get in the car, he seemed to feel that something was wrong, so he turned around and said to Yang Liu, "Mr. Yang, don't think too much, I'm not being angry!"
Although Yang Liu was not very happy, she waved her hand at Pei Xiaojun, okay, okay, Xiao Pei, let's communicate more in time if we have ideas!After all, I also got on the special car and went home from get off work.
This matter is over, it's over, Yang Liu didn't take it to heart.Until he got off work that day, Yang Liu thought that because of Pei Xiaojun's respect for him, he could basically put himself in the right position.He never imagined that this son of a powerful man would go to Governor Zhao Anbang and Secretary of the Provincial Party Committee He Xinzhao to "report"...