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810, hands

[Host: Hello, Chinese viewers around the world, good morning everyone. This is Phoenix Financial Channel, and I am your old friend Lu Qiu.

The guest we invite today is Hongdu, an economist and chief analyst of Yanjing International Investment Group. Mr. Hongdu graduated from the School of Economics and Management of Tsinghua University. He is also a visiting professor at the School of Economics at the University of Haiti.

Hello, Teacher Hongdu!

Hongdu: Hello host, hello everyone!

Moderator: Mr. Hongdu, I believe you have also noticed the hottest financial news in the past two days [Hutchison Whampoa stock short selling incident]. Can you talk to the general public about stock investment and recent developments on this topic?

The performance of Hong Kong stocks?

Hongdu: OK, no problem!

I believe that the majority of stock investors have also noticed that since October last year, the famous mainland director Sun Hao has been short selling Mr. Li's Hutchison Whampoa Company.

What is short selling?

Director Sun Hao used the assets in his own name as a counterweight and borrowed Hutchison Whampoa stocks from several securities companies. It is said that the maximum amount was 40 million shares with a market value of more than 1.6 billion Hong Kong dollars for short-selling operations. When the price was high, he would sell the stocks.

Sell ​​it, then wait for the stock price to fall, and then buy it back and return it to the securities company when the stock price falls. Of course, you will have to pay a large amount of dividends and commissions during this period.

Moderator: Teacher Hongdu, how much did Director Sun Hao earn last year from doing this?

Hongdu: Because there was a dock workers' strike, director Sun Hao made about 250 million Hong Kong dollars, but later he stopped because it caused a large number of retail investors in the market to follow suit.

But this time, the comeback is very scary. It is said that Li Chaoren has summoned the best financial experts in Hong Kong to prepare for it.

Host: Oh, why is Mr. Li so nervous?

Hongdu: Because director Sun Hao brought his Damai Technology Investment Company this time.

I believe everyone is familiar with Damai Technology. The mobile phones produced by this company are currently on a par with Nokia, Motorola, and Samsung in terms of global sales, and they have a tendency to lead the innovation of mobile phone technology.

Damai Technology Investment Company is a wholly-owned subsidiary of this company, responsible for global strategic investments, and its investments are all in high-tech industries, such as Modu Microelectronics, Huaxin Technology, which has recently become famous, and Midea Technology.

△SpaceX, which was just established by Chinese young entrepreneur Musk last year...

Moderator: Mr. Hongdu, we are not insiders, and we are really unfamiliar with Damai Technology Investment Company, but please tell us how this company plans to short Hutchison Whampoa’s stock, um..., or let’s put it this way, Damai Technology Investment

How much capital does the company invest? How should we ordinary retail investors follow the trend in investing or hedging!

Hongdu: Under normal circumstances, if you want to short a certain company's stock, it is usually relatively covert and you can make some money and leave. After all, a single person is not like a capital tycoon like Soros who can short a certain country's stock market.

Director Sun Hao's behavior this time is more puzzling. He came directly with great fanfare, and it was also directly announced by Yinghuang Investment Company that the company would join forces with Damai Technology Investment Company to invest a huge sum of HK$40 billion in shorting Hutchison.

Huangpu stocks.

Host: Heh..., 40 billion Hong Kong dollars, if the leverage is increased by 2 times, Hutchison Whampoa may be wiped out.

Hongdu: Yes! This is almost a battle for management rights, because Mr. Li currently only holds a little more than 39% of the shares.

Moderator: So... Teacher Hongdu, do you think highly of Director Sun Hao’s action?

Hongdu: Not optimistic about it, very not optimistic about it.

Because there is no problem with Mr. Li's current cash flow, even if Director Sun Hao and Yinghuang sell all the 40 billion Hong Kong dollars of stocks to the market, Mr. Li will easily buy them under his name, and there will be no impact on the stock price at all.

A sharp decline causes investors to lose confidence and then collapse.

If the stock price cannot collapse, then Director Sun Hao will not be able to make money. Not only will his work be in vain, but he will also suffer huge losses.

Therefore, retail investors holding Hutchison Whampoa stocks, please hold on to the stocks in your hands and do not blindly follow the trend...

Moderator: Well, I'm sorry, Mr. Hongdu, let me interrupt. The news just came from the stock market. Due to the seriousness of the epidemic, Hong Kong has issued the latest epidemic prevention regulations. It is recommended that everyone should not go out unless necessary and gather less.

Therefore, as soon as the Hong Kong stock market opened today, the Hang Seng Index immediately fell by 11.4, and Hutchison Whampoa's stock, which mainly focuses on retail, ports, and petrochemical industries, fell by more than 31.6, so...]



Hong Kong Islanders basically only care about two things: one is the stock market, and the other is the gossip and scandals of celebrities.

After working continuously on Hong Kong Island for more than a month, Sun Hao has now learned from the locals, reading celebrity gossip weekly and appreciating Phoenix's financial news.

To be honest, the magnanimity of analyzing the stock market on TV is quite good. At least he analyzed his own psychological activities thoroughly.

It’s just that Hongdu didn’t expect that Hong Kong would take such a drastic measure to restrict travel and make consumers stay at home and not allowed to go out unless necessary!

"Boss, what should we do next?"

The person who asked the question was Li Xue, and she was in charge of the showdown between Sun Hao and Hutchison Whampoa.

"Tomorrow!

You start buying Hutchison Whampoa stocks from tomorrow."

"Well, how much do you want to buy?"

According to Li Xue's intention, we originally invested 1.4 billion shares, and now we can just buy another 1.4 billion shares and return them to the securities company. As for the extra money, that is our net profit this time.

But unexpectedly, Sun Hao only said two words.

“Buy them all!”

"Buy all...Boss, are you sure this stock will rise to its original price of 44 yuan?"

Sun Hao smiled, but did not answer.

how to say?

When my friend made the [63 predictions], he intentionally missed one. On March 20, 2003, the U.S. Congress attacked Yinlak, and crude oil futures would rise sharply by then.

The reason why Hutchison Whampoa is so powerful is because in December 1986, Li Chaoren acquired 52% of the equity of Husky Energy, an old Canadian oil company, through this company for HK$3.2 billion!

What's the number today?

March 14, 2003!



After saying that, Li Xue went to work.

Although she was not allowed to go out on the street, she could remotely control the stockbroker to help her buy stocks through the phone in her room.

Sitting in the presidential suite of Yinghuang Junjing Hotel, Sun Hao had nothing to do, so he planned to use a notebook to code words, not to write novels, but to write down his next work plan.

In April, I will shoot the comedy movie "A Bad Journey"; in May, I will go to the United States and Brazil to shoot the movie "Fast and Furious 2"; during the summer vacation in August, I will take students to shoot the romantic comedy "My Sassy Girl"; in September, I will film

I have to start teaching while preparing for the filming of the TV series "Latent"...

While Sun Hao was busy, he suddenly received a call from the king Andy Lau.

"Director, Hong Kong Island is currently in a difficult situation. In order to help everyone regain confidence in the situation, we have decided to hold a concert under the Lion Rock in May and donate all the proceeds to people in need.
Chapter completed!
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