Chapter 1352: Winter is coming (part 2)

"Winter is coming. Now, we need to prepare for the blizzard." Tan Zhenhua said to Guo Zhaode and Yu Pengxia.
Guo and Yu looked at each other, and both saw the doubt in each other's eyes. After a moment of silence, Guo Zhaode asked: "Zhenhua, the blizzard you are talking about, does it mean that the Japanese country has been inflated to the extreme? Is the financial bubble about to collapse?"
"It's just the smallest snowflake in this blizzard." Tan Zhenhua replied, "Of course, for our "Red Flag Capital", this snowflake contains the long-awaited fruit. Now, the fruit is ripe, Zhao Germany, from now on, you need to gradually withdraw our investment in the country, which is all investment."
Guo Zhaode frowned and said, "I remember that I once asked you specifically about the timetable for the withdrawal of capital. You gave me "Showa curtain call", but..."
"However, the Showa is about to call for a curtain call." Tan Zhenhua replied, "Zhao De, you should know that I have many well-informed friends in the Japanese country. In this circle, some things are not secret. And, because of "Li Ku Due to the influence of the
Lute Scandal
, the current Japanese cabinet is facing a major political crisis. The prime minister and many important cabinet officials are likely to be affected. Therefore, the political and economic policies of the Japanese country may undergo major changes. At this time, we don’t need to Let's take the risk of high leverage, and Zhaode, we have earned enough in the past few years."
Guo Zhaode nodded silently. The "Riculut scandal" Tan Zhenhua said he certainly knew that this was a major political scandal that broke out in the Japanese political arena this year. The media involved it because of the huge amount of money involved and the large number of senior officials. The Showa Denko Incident, the Shipbuilding Scandal Incident, and the Lockheed Incident are also referred to as "one of the four major scandals after the Japanese War".
The matter is actually quite simple. It is nothing more than a Japanese real estate developer named "Likulu Te Co., Ltd." that bribed a large number of senior government officials in order to get various benefits and subsidies from the government. Well, this company’s bribery method is a little bit special. What they donate to these senior government officials is the company’s stock before it goes public.
The company later went public in October 1985, just in time for the time when the stock price of the country began to take off, so these dignitaries made a lot of money from these stocks-the recipients sold it. These stocks made a total profit of about 600 million yen, which was worth about 5 million US dollars at the exchange rate at the time.
I'm afraid that some students will have to lick their lips when they see this place. The total is only 5 million US dollars, which is far worse than the "cash wall" and "refrigerator hiding money". Well, Qian Zhiyu actually thinks so too. ...Cough cough cough.
But think about it, this was in the 1980s, and 5 million dollars is really a lot of money. Although the list of beneficiaries seems to be quite long, there is not much that everyone can actually get.
I didn’t get much money, but there were a lot of people who got into trouble. Most of the senior officials of the "Liberal Democratic Party" government in the entire Wa country were implicated. Since the case was exclusive by the Asahi Shimbun on June 18, 1988 After the report was exposed, the continued fermentation has led to the resignation of Deputy Prime Minister and Minister of Finance Kiichi Miyazawa, Chief Cabinet Secretary Takao Fujiba, Minister of Justice Hasegawa Jun, Chief of Economic Planning Agency Harada Ken, and Prime Minister Nori Takeshita’s secretary Aoki Ihei suicide... …
It can be said that the entire Takeshita cabinet is at stake, and even the dominance of the "Liberal Democratic Party" in the Japanese political arena may undergo fundamental changes.
Therefore, after Tan Zhenhua gave out this reason, Guo Zhaode also believed that his judgment on the future political and economic situation of the Japanese Kingdom was very reasonable. Under the current trend and uncertainties, he chose a low-risk operation strategy. It is a relatively safe practice.
Moreover, as Tan Zhenhua said, various investment and speculative institutions controlled by "Red Flag Capital" have made too much money in the country in recent years, because the leverage used by these institutions for investment in the country is at least ten times. From...
Since Guo Zhaode has been persuaded, Yu Pengxia naturally has no objection to the direction of this financial choice, but he also raised another crucial question: "But as we withdraw from the country, It will bring about two important impacts. One is that in addition to ourselves, there are also some small and medium-sized investment institutions that particularly like to study the investment strategy of "Red Flag Capital", which will also follow suit. This will inevitably lead to the price of some assets in the country. The second is that after the withdrawal, "Red Flag Capital" will accumulate a large amount of cash. For an investment-type enterprise, the meaning of cash is sometimes not just "money", it is also "inventory" "If it is not possible to circulate its turnover and use it to obtain profits, then for the company, a "backlog of inventory" will be formed, and it will need to be "depreciated from slow sales"."
Tan Zhenhua has obviously considered this, and for this he put forward several important strategies:
First, from now on, "Red Flag Capital" needs to change the previous model of focusing on financial investment and light asset investment, and shift to "holding both hands, and both hands must be hard." Specifically, it is to make good use of the cash in the hands of the company. The establishment of a new dedicated department internally aims to acquire and control the mining rights of various high-quality basic mineral deposits around the world, focusing on basic energy and non-ferrous metals such as oil, natural gas, iron ore, and nickel ore.
Second, increase equity investment in high-quality companies. These high-quality companies are not limited to companies that have a cooperative relationship with the "matrix", but are those that have been screened out on a global scale and have truly mastered core technologies and are already industry leaders. Companies that have issued shares on the open market make long-term value investments in a model that complies with the laws and policies of the country where the company is located. For example, West Hans’s Mann, Mercedes-Benz, BMW, and U.S. Apple hold their stocks for a long time; therefore, Tan Zhenhua also made a long list specifically.
Third, the acquisition of a "hyperbolic" investment fund for merger management, Vivian continued to serve as the manager of the fund, but the fund was also merged into the entire "Red Flag Capital" management and operation framework, while formalizing it, Expanding its scale, the fund will assume the responsibility of the company's full-time venture capital to explore more investment opportunities for emerging technology companies.
Fourth, increase industrial investment, give full play to the advantages of "Red Flag Capital", and support various real economy companies with China Mainland as their main base, focusing on basic materials and cutting-edge equipment and equipment manufacturing.
Fifth, prepare a large sum of cash that can be used at any time, because the second young master believes that in the near future, he may have a lot of money to spend.
Some of these strategies can be understood by Guo and Yu, and some may not fully understand their meaning. However, they have been cooperating with each other for so many years, and they all know that since Tan Zhenhua has suddenly made such a major adjustment to the company’s business direction at this time, it must be They saw a crisis or turning point close at hand, and at this time, they were willing to trust Tan Zhenhua's judgment.
At the same time, their hearts were involuntarily uneasy. Even the major adjustment of the Japanese kingdom was called "the smallest piece of snowflake" by Tan Zhenhua. How cold will this winter be, and the blizzard predicted by him will How terrible is it?