blenderwars Chapter 207 Ah Li Is Not Wronged To Lose, Short Them!
Chapter 207 Ah Li Is Not Wronged To Lose, Short Them!
[Ahli Group] Next, there is a great possibility of splitting up?
"They are here to set you Jiaxing up?"
Hearing what Lin Fei said,
Wang Haiyang was stunned for a moment,
In the next second, his eyes instantly became a lot more dignified:
"Is this impossible?"
"How could [Ahli Group] split up?"
"Where did you get the news?"
Even Shen Huajun on the side cast serious eyes,
The words Lin Fei said are not trivial matters,
[Ahli Group] is one of the bellwethers of the Internet industry,
It has a decisive influence in the domestic market,
If it is said that they are about to usher in some great turmoil,
This is likely to affect the domestic economic situation.
Therefore, both Wang Haiyang and Shen Huajun wanted to know the basis for Lin Fei's judgment.
Seeing that the two of them looked at him solemnly,
The expression on Lin Fei's face was very calm,
In the eyes of outsiders, [Ahli Group] will split up, which may be a very incredible thing!
But in fact, in the future, it really happened.
Lin Fei raised his head and looked at Wang Haiyang:
"Wang Dong, what do you think is the most profitable business for [Ahli Group]?"
Most profitable business?
Hearing Lin Fei's question, Wang Haiyang didn't even think about it, so he said:
"It's [e-commerce business], right?"
Lin Fei nodded:
"That's right, for [Ahli Group], their most profitable business is the e-commerce Yata.
"However, for [Ahli Group], what is their most important business with the most potential for development, what do you think?"
What is the most important and most promising business?
Hearing this question, Wang Haiyang fell into deep thought for an instant.
A few seconds later, he didn't know what he thought of, and his face suddenly changed:
"Lin Fei, I roughly guessed what you were going to say.
"You want to say that [Ahli Group] will have huge turmoil in the [payment business] next, don't you?"
When others hear the name [Ah Li Group], they will subconsciously think of [Tao Bao]!
In the past, [Tao Bao] was indeed the brand name of [Ah Li Group], and it was also their most profitable business.
But in fact, it is no longer the case.
For [Ahli Group] at the current stage, their most influential business in the 890 market,
It is [Payment Business], which is also the famous [Zhifubao]!
And now, the root of all problems is born on this [Zhi Fu Bao]!
[Ahli Group] has a subsidiary named [Ant Group]
The predecessor of [Ant Group] was [Ant Finance] based on [Zhifubao]. 】
The so-called "split" refers to the separation of a business or a subsidiary,
It is not a correct business decision for a group to lose a subsidiary with good development momentum,
But in fact, even if it is not the right decision, what is the use,
Because there may be factors from the outside world that have affected 【Ahli Group】!
Hearing Wang Haiyang asking himself, is it the [payment business] under [Ah Li Group] that is about to cause turmoil,
Lin Fei directly gave an affirmative answer:
"If I'm not mistaken, [Zhifubao] is about to go out independently."
"[Ant Group] will formally separate from [Ahli Group]."
"And this is the key to their [Ahli Group] shares plummeting in the future.
Hearing what Lin Fei said,
Wang Haiyang took a deep breath, and then slowly raised a question:
"[Ahli Group], why do you want to separate [Ant Group]?"
"What is their purpose in doing this?"
"From this incident, I don't see that they [Ahli Group] can get any benefits?"
"Is the entire [Ahli Group] suffering from a cramp in the head?"
Lin Fei shook his head:
"It's not like they're having a cramp in their head."
"It's just right, in order to stabilize the form of [Ahli Group] and maintain the needs of future development.
"Wang Dong, I will ask you a question now."
"As long as you can answer it, you can probably understand what the [Ahli Group] is planning."
"The question I want to ask is, who is the largest shareholder of (Ahli Group) and where does it come from?"
Although I don't know why Lin Fei asked this question,
But Wang Haiyang still answered immediately:
"[Ahli Group]'s largest shareholder is Sun Zhengyi from [Softbank Group] of Japan!"
"They hold 33% of the shares in [Ah Li], and they are the largest in [Ah Li]...uh!"
Having said that, Wang Haiyang's voice stopped abruptly.
At this moment, he seemed to understand all the key points of the problem.
Indeed, for a company with a good development momentum, it is not a good decision to divest its most promising business.
However, what if there is a reason for separation?
It seems that [Ahli Group] will make such a decision, it seems not incomprehensible.
The crux of the problem finally appeared.
[Ant Group] What is the main business?
It's finance, it's payment business!
Payment business and financial business are related to the lifeline of the country's development,
How can such an important business be handed over to foreign institutions?
Understood!
Now I really understand.
Wang Haiyang instantly grasped the key point of the problem.
[Ahli Group] Although it is a domestic enterprise,
But in fact, almost all of the company's largest shareholders are from abroad.
The country will not look at these foreign investment institutions [to come to the main domestic financial market.
Therefore, if [Ant Group] is not cut out, let them operate independently, and let them have no foreign investment background,
In the next step, this company will definitely be "focused on"!
This is what Lin Fei wants to express,
"Unfixed factors from the outside world.
After taking a deep breath, Wang Haiyang was still in a state of shock,
He never dreamed,
Lin Fei even captured such a long-term thing,
The probability is almost 100%!
It turns out that [Ahli Group] is really about to split up.
No wonder they are willing to take such a high premium to carry out cross-shareholding with Jiaxing,
For a long time, I held back the "insidious trick" here!
Seeing Lin Fei and Wang Haiyang seem to be chatting about "very high-end" topics,
Boss Yang and Fatty were really confused,
After seeing Wang Haiyang's extremely serious face, Boss Yang couldn't help asking:
"Lin Fei, what do you mean by what you just said?"
"Why [Ahli Group] had to be split?"
Before Lin Fei could answer,
Wang Haiyang, who was sitting by the side, took the initiative to explain for Lin Fei:
"Mr. Yang, you may not know much about the financial market."
"[Ahli Group]'s payment business is getting bigger and bigger, and it is getting more and more successful."
"And their purpose of dismantling [Zhifubao] is precisely this!"
"[Ahli Group] is owned by foreign investment institutions."
"It is impossible for our country to allow a company with overseas investment institutions to dominate the domestic [financial business] and [payment business]!"
"If they are not split up, if they are not independent, then their business scope and scale will be limited.
"So in this case, they can only choose to cut off their wrists to survive."
After Wang Haiyang's voice fell,
Lin Fei looked at Boss Yang, and explained carefully to her again:
"Sister Mi, I don't know if you have heard of a word called [benign loss]!"
"[Ahli Group (ciag)] split the [payment business] out for this [benign loss!"
"It seems to be a loss, but in fact, this is just to allow their [financial business] and [payment business] to continue to grow bigger and stronger."
"So, generally speaking, their decision is still beneficial to the future development of [Ali Group]."
After explaining things to this point, all the problems began to become clear.
【Ahli Group】Where is the insidious move against Jiaxing? It is in this "split".
In fact, it is easy to explain this matter.
What is the current market value of [Ahli Group]?
It is 400 billion meters of gold, equivalent to RMB, which is 2.2 trillion.
If it is a cross-shareholding with [Jiaxing] now, on the surface, it is indeed Jiaxing who has taken advantage of it.
However, what if [Ahli Group] separates [Ant Group]?
The one that loses money will be Jiaxing.
Once [Ahli Group] splits up.
Then their market value will definitely plummet immediately,
At least, it is very possible to fall by half.
In the previous life, after [Ah Li Group] split off [Ant Group], what was their market value?
Falling down around 180 billion meters of gold!
180 billion meters of gold, equivalent to RMB, almost 1 trillion!
Calculated according to this amount, the so-called premium of [Ahli Group] is more than 20 times to replace the shares of Jiaxing,
It immediately fell to a 10 times premium.
In addition, [Ahli Group] put forward many small requests,
This is equivalent to the fact that the other party gave a premium of about 8 times.
And this is not the crux of the problem.
In fact, [Ahli Group] still wants to take advantage of Jiaxing!
What does this utilization mean?
very simple.
Some people will definitely be curious, since the [split] is about to be carried out, and they know that the market value of [Ah Li Group] will plummet,
Why didn't those shareholders choose to cash out and leave?
Because they are afraid that selling stocks in a big way will attract suspicion from outsiders,
Thus causing unnecessary trouble.
To give a very simple example, if an investment bank targets them in this matter,
To short the stock of【Ahli Group】,
Then [Ahli Group] is really losing money.
On the surface, it is to maintain in-depth cooperation with [Jiaxing], but in fact, it is to use [Jiaxing] to resist outside speculation.
When [Ah Li Group] is split, will Jiaxing, which is a shareholder of [Ah Li Group], also be affected?
If you really don't care about it, you will go to cooperate with 【Ahli Group】.
In the end, there will only be one result, that is, [Ah Li Group] will bite off a piece of fat on Jiaxing at the lowest price.
After understanding the crux of the problem,
In Boss Yang's heart, he couldn't help but get scared for a moment,
[Ahli Group] So insidious!
The old horse is also insidious!
How could they lay such a deep trap?
"Lin Fei, what should we do now? Just reject (Ali Group)?"
Seeing Boss Yang looking at him eagerly,
Lin Fei replied without thinking:
"Definitely refuse."
"Others want to put a knife on our necks, how can we still choose to cooperate with him?"
In fact, even if [Ah Li Group] did not play tricks, Lin Fei would not choose to cooperate with them,
He just thought about it for so long, and he just wanted to figure out whether [Ah Li Group] had malicious intentions or not.
Now that he has figured out all the ins and outs, Lin Fei judged in an instant that the other party is indeed not bad and kind.
After hearing Lin Fei's words, Wang Haiyang smiled wryly:
"You can even discover such a deep hidden trick."
"This time, Ah Li can't lose."
"Lin Fei, let me ask you, now that you have figured out the other party's purpose."
"Are you going to do something in response next?"
Hearing Wang Haiyang's question, Lin Fei nodded without thinking:
"The other party is clearly trying to trick us."
"Since that's the case, why can't I think about it and turn against them?"
"How about it, Director Wang, do we want to cooperate again this time?"
Wang Haiyang understood Lin Fei's implication,
The so-called cooperation should be short selling [Ahli Group] in the stock market!
Since it is going to be split, short selling is a big profit.
As for doing so, will it offend【Ahli Group】,
As a professional investment bank, Wang Haiyang would not worry about this.
If you have money and don’t earn it, it’s an insult to the identity of an investor, right?
As for Lin Fei, he wants to eat meat from [Ah Li Group],
This is also understandable.
Because the other party clearly set a trap for Jiaxing.
It's the other party who harbors ill intentions,
In this case, there is nothing to say about being retaliated, right?
What's more, this time I want to be empty, but 【Ah Li Group】!
Once it succeeds, the profit will be at least hundreds of billions.
After thinking about all this, Wang Haiyang instantly raised his head and looked at Lin Fei:
"Cooperation is fine."
"Since I can make money, why should I refuse?"
"However, there is still one problem that we must figure out."
"Lin Fei, can you judge the exact time when [Ahli Group] will split?"
The second more!!!
Please subscribe!!!.