Chapter 422: Pushing on the nose and getting into the face
“Yutao, what do you think?”
Lu Liang told Sun Yutao that Wilson planned to take over from them.
Sun Yutao is 40 years old. Before coming to private equity, he had thirteen years of experience in the securities industry at CITIC and Cathay Pacific.
I have a lot of practical trading experience, but in the past two companies, I have always followed the style of not seeking merit, but seeking no faults.
At the beginning, Lu Liang was interested in him and Zhang Jing, and he also valued their attributes as top tool men. However, his plan could not keep up with the changes, and he was a little unsure about speculating on monster stocks without relying on plug-ins.
So I plan to keep silent and pretend to be an expert.
In the name of a test, I will listen to his opinion.
Sun Yutao suppressed his excitement and thought for a long time: "Mr. Lu, I don't know how the U.S. stocks create a monster, but if it is A-shares, as long as the popularity rises, it depends on the mutual relay between institutional hot money."
“Take our cost of US$4.95 and the current price of US$6.12 as an example. If the other party is willing to take over at a high price, we can completely let it go.”
"Firstly, Panda's market value has exceeded 10 billion US dollars, but the market is overheated and investors have not yet reacted. Once they react, they will think about, is this company worth the price?"
"Secondly, Although we have the strength to be the banker, in the final analysis we are still playing away from home. We are just a newcomer to Nasdaq and have already made face and money. If it continues to maintain its past strength, it is easy to be isolated.”
“Investment is not like speculation. No one will take over the market in the future, and the market enthusiasm will drop easily. What’s more, the half-year lifting period is like a Dharma hanging over your head. The sword of Sri Lanka will fall sooner or later.”
Lu Liang is well-known in the international market, but his fame largely comes from speculation.
Investment is long-term, speculation is short-term. No matter how famous Soros is, his influence cannot compare with Buffett.
Berkshire went public last year, with an issue price of US$210,000 per share and a market value of 320 billion, which is enough to explain everything.
In his opinion, if someone is willing to take over, they will move in and out quickly, treating this time as a speculation.
The market will stop here today. When the market opens tomorrow night, it will rise by about ten points and change dealers at a high level.
They can sell 80% of their positions, cash out their funds, and follow the trend of the remaining 20%, selling high and buying low.
Although we can no longer become the dominant bookmaker, we can become one of the follow-up institutions if we have the opportunity.
By retaining a certain position, they can also reassure the relay that everyone is still prosperous, but the primary and secondary identities have changed.
Hearing this, Lu Liang thought for a long time.
If Sun Yutao's plan is implemented and the banker is changed at US$6.732, the profit per share will be US$1.78.
A total of 58.53 million shares, 80% of the position, the profit of this wave is about more than 80 million US dollars, and 350 million US dollars have been invested, with a profit rate of 23.5%.
Lu Liang looked up at the stock chart on the wall. It rose 178% on the first day and had a market value of US$11.7 billion.
He has already made a decision in his mind.
The listing of Panda is just a process, not a result.
If no one plays with him because of greed, then the panda will be on the market for nothing.
At four o'clock in the morning, the US stock market closed.
Panda’s market value is US$11.616 billion, an increase of 175%, perfect data, ending the Nasdaq’s debut.
After walking out of the trading room, Lu Liang called Wilson, who answered immediately. As he said, he had been waiting for the call.
Lu Liang said: "Open ten points higher tomorrow and change the dealer."
"Okay."
Wilson smiled and agreed without thinking. , and asked: "Lu, how many percent of the warehouse do you plan to keep?"
He is willing and hopes that Lu Liang can join, but he does not want him to turn against Tiangang and focus on customers.
If Lu Liang completely liquidates his position, it will not be conducive to Panda’s subsequent hype.
Because Panda has such high popularity, Lu Liang’s assistance is indispensable.
One of the factors for becoming a monster is firstly the popularity of the market, and secondly the diversification of investors, including speculators, investors, short sellers, long sellers, institutional hot money retail investors, and all kinds of people.
The demon represents elusiveness and extremely active nature. To create a demon stock, no one can do it without it.
"Two percent of the warehouse." Lu Liang glanced at Sun Yutao. He had been immersed in this industry for more than ten years. He was indeed experienced. He still needed to learn.
"Lu, this is normal risk control."
Wilson's tone was full of sincerity,
Didn't ask how much a 20% position was, and how much a 80% position was. .
Panda currently has only 382 million shares in circulation. Even if it accounts for more than 10%, even if it is 20%, it will only be more than 70 million shares, less than 500 million US dollars.
Tomorrow, the more chips they have to take over, the more they will make when they create market trends later.
He just hoped that Lu Liang wouldn't mind. They had been playing this way for the past few decades and did the same.
Creating a demon requires a lot of effort and effort. Wilson believes in Lu Liang, but that does not mean that other organizations believe in him.
Only by allowing Xiaomo to be the referee of this market, can various institutions enter the market with confidence and become the next one, or even the next successor.
Lu Liang smiled and said: "Mr. Wilson, I trust you, just like you trust me, no need to say more."
Wilson also laughed, thinking that this was a symbol of the further development of their relationship, and informed him of tomorrow's plan: "Tomorrow we will raise the price by ten points, you can sell, don't worry about no one taking over."
The two talked. After more than half an hour, he finally said: "It should be almost dawn now at Dongda University, so I won't disturb your rest. I wish you a wonderful dream."
"Thank you."
End After the call with Wilson, Lu Liang returned to the trading room and informed Sun Yutao of tomorrow's arrangements.
"Okay, Mr. Lu." Lao Sun's eyes were full of excitement, indicating that his opinion was adopted and passed the assessment set by Lu Liang.
Lu Liang smiled, patted his shoulder, and said noncommittally: "After you finish your work later, go back and rest early."
Just after walking out of the trading room, he received a call from Xiao Wang: "Old Lu , have you seen it, the market value is 11.6 billion US dollars!”
Lu Liang smiled, and through the phone, he seemed to be able to see him roaring excitedly.
Xiao Wang holds 31.55% of the shares, worth US$3.66 billion, equivalent to RMB 24.5 billion.
Last year on the Hurun Rich List, the Geng family of Rongsheng Real Estate ranked last with a wealth of 26.5 billion yuan.
Pandas are not the only industry under Xiao Wang's name. There is also Pus Investment, so it shouldn't be a problem to raise 2 billion.
No surprise, it will be on the list next year.
Lu Liang hesitated to speak, and finally said with a smile: "I saw it, I'm sleepy, go home and sleep."
He actually wanted to say that after half a year, as long as he can still keep 50 A market value of US$100 million is considered successful.
When new stocks are listed, shareholders have a lock-in period of half a year, and ticket-holding institutions will not be so kind as to stand up to them.
As long as it gets tired of playing and loses popularity, Panda will definitely experience a plunge, thus trapping a group of final takers.
Today's high market value and high stock price are all mirages. When the wind blows, they will disappear with the wind sooner or later.
But after thinking about it, I forgot about it and said no more.
Throwing cold water all the time is a bit like a disappointing parent, which is not conducive to the growth of the child.
Let him drift away.
However, Xiao Wang put his nose on his face, and the sun shone brightly. He said happily: "Why don't you sleep? Wake up and be happy!" , give me a big show, I want to be high until dawn."
"Hi, uncle, let's talk about it in the evening. I have something to tell you." Lu Liang's face darkened and he hung up the phone.
Looks like I need to find some time tonight to hammer it out, so as not to make any mistakes and ruin the plan of creating a demon.
He sighed helplessly: "I don't want to be disappointed, but I can't stand it. This guy always wants to be a monster."
There’s still ten o’clock
(End of this chapter)