Chapter 51 Lip Lighting

"Okay!" Su Yu nodded, "But I can only guarantee that when entering the market, I will try not to attract the attention of funds from all parties in the market, but I cannot completely prevent violent fluctuations in the stock price."

"After all, you are asking for this capital injection of more than 100 million."

"For a small-ticket stock like Lip Lighting, it is like a torrent. If it is injected in the short term, it is impossible to leave no trace at all."

"Besides, there is one more thing. I think I need to remind you..."

Su Yu paused and continued: "Stocks like Lip Lighting have extremely poor liquidity. It is difficult to get funds in, but it is even harder to withdraw. Moreover, if more than 100 million funds are fully injected, it will be very difficult for this stock." In terms of total market capitalization, whether it is the proportion of circulating shares or the proportion of total shares, it must be more than 5%."

"According to market regulations, if you hold more than 5% of the shares, you are the company's major shareholder."

"Both the increase or decrease in holdings in the secondary market needs to be announced, that is to say, as long as the purchase volume in the secondary market exceeds the 5% shareholding red line, it can no longer hide its traces."

"Can it be avoided?" Yang Hao asked.

Su Yu smiled and said: "Yes, but you need to distribute the funds in three or five unrelated accounts for diversified purchases."

"That's no problem." Yang Hao replied.

"And..." Su Yu stared at Yang Hao's eyes seriously and asked carefully again, "Are you sure it's the stock 'Lipu Lighting'?"

"Yes, is there any problem?" Yang Hao asked doubtfully.

Su Yu was silent for a while, guessed Yang Hao's motives, and said: "No problem, I just think that from an investment point of view, Lip Lighting's check is very risky, even though you are prepared to lose money. preparation, and the target is the equity of this company, but it still cannot cover up its characteristics of lack of liquidity, difficulty in capital exit, and huge risk of loss. Under these characteristics, as your financial client, I naturally need to make it clear again and again The investment goals you require will avoid unnecessary disputes in the future.”

"After all... I really have no confidence in making a profit on this investment goal."

"It doesn't matter." Yang Hao smiled and said, "I keep my word and will not default on my debts. And even if I lose this money, I believe that with you, the God of Wealth, you will be able to help me in the secondary market sooner or later." Make money back."

"I can find another opportunity for you to make money back, but the cost of hiring me to manage your finances will probably only become more and more expensive in the future." Su Yu clinked the glasses with him gently, and then took a sip of the glass. Liquor, with a smile, said, "I'm afraid that after you lose a lot of capital, you won't even be able to afford the cost of hiring me to trade for you."

Yang Hao chuckled and said, "You underestimate me, don't you? After all... I am also the eldest son of Kumho Group. I can't afford to hire you. Isn't that a joke?"

"I'm not looking down on you." Su Yu replied, "I'm just fully considering my own future 'money path' and don't want to lose you as a big customer in the short term. After all, it can cost tens of millions or hundreds of millions." Customers of this size are still hard to find in the current market environment.”

"Then help me get this done." Yang Hao said, "Within three days, I will give you the trading account."

"Okay!" Su Yu responded, "Anyway, I have fully warned you about the investment risks in the market. The rest...except for market operations, it has nothing to do with me."

Yang Hao nodded slightly and said: "Don't worry, as long as you can quietly enter the market before the stock is suspended, buy enough chips, and complete the trading task, I will not give you less than 16 million yuan in reward. "

"After the good cooperation in the early stage, I still believe in Mr. Yang's credibility." Su Yu said with a smile.

After the two of them finished talking, they chatted for a while, drank a lot of wine, and then dispersed. By the time Su Yu returned to the rental house again, it was already 12 o'clock in the morning.

Su Yu carefully thought about tonight's conversation with Yang Hao for a while, and was not in a hurry to sleep.

Instead, he turned on his computer and started checking information about the stock of Lip Lighting.

Lipu Lighting, a major listed company, like Ancai Paper, is also a local enterprise in Yuhang, Zhezhou. It had a period of glory in the early years and reached the scale of listing, and successfully went public, but now it has declined, with revenue, Profits have declined in both directions for four consecutive years, reaching the edge of ST.

It’s just different from Ancai Paper’s asset-heavy path.

After the company's development entered difficulties, Lip Lighting had long since shed its heavy asset burden and transformed the company from an independent production and sales model to a commissioned production and OEM sales model. Therefore, despite its business, revenue, and brand influence Although its strength is declining in all aspects and it has lost its market competitiveness, its internal liabilities and financial pressure are still much lighter than those of Ancai Paper.

Moreover, in terms of asset restructuring...

In other words, if the company cannot continue to operate and needs to be sold, Lipu Lighting will undoubtedly be cleaner and easier to reorganize assets than Ancai Paper.

Let’s look at the comparison of the overall market value and equity structure of the two...

The market value of Lip Lighting is lower than that of Ancai Paper, only 820 million. Since it was listed earlier, it has already undergone equity reform, and its shares are fully circulated, with no restricted shares; and in terms of equity structure, the institution has completely withdrawn. , the actual controller and chairman of the group Tong Changshun holds 28.7% of the shares, his daughter Tong Ruoling holds 5.23% of the shares, and the remaining senior executives hold less than 6% of the shares in total. In other words, in addition to a large number of circulating shares in the secondary market, the stock's The remaining shares are relatively concentrated, which is conducive to the advancement of negotiations on asset restructuring by the backdoor party.

In other words, no matter which way you look at it.

If Kumho Group wants to choose the target of backdoor listing in this time window, Lipu Lighting is far more suitable than Ancai Paper.

and……

Su Yu guessed, seeing how anxious Yang Hao was.

Most likely Kumho Group is already preparing to contact the actual controller of the Lipu Lighting company, which is the Tong family.

As for the original trajectory in his memory, he didn't know why Kumho Group finally gave up on the shell company Lipu Lighting and chose Ancai Paper, which was more expensive to reorganize assets and have higher listing costs.

"With a market value of 820 million, excluding the Tong family, father and daughter, and many senior executives, as well as the shares held by many small shareholders, only about half of the 410 million chips are actually circulating in the secondary market. ." Su Yu stared at the market situation of Lip Lighting's stock and frowned, "It's really difficult to invest 16 million US dollars, almost 110 million in capital, in a short period of time without attracting extreme attention from the market! "

Moreover, what made it even more difficult for Su Yu...

This stock has experienced continuous declines and endless hold-ups. The daily turnover has shrunk to less than 10 million, and it has basically lost its liquidity completely.

Not to mention 100 million in funds, even 10 million in funds.

That would have to make a shocking noise.

What's more, as time goes by, Su Yu estimates that the news of Kumho Group's contact with Lip Lighting will definitely spread. After all, there is no strong force in the world that is airtight.

In this way, by that time, there will definitely be other funds coming in to raise funds and bet on asset restructuring.

This further increased the pressure on him to enter the market.

So, in general... he doesn't have much time to open a position, and he has very little room for maneuver.

"Sure enough, this 16 million trading reward is not easy to get!" Su Yu sighed, thought for a moment, and said to himself, "With Lip Lighting's disk information and early historical trends, if you want to start from the market alone, I'm afraid It’s impossible to achieve the goal, so...then we can only try to cut in from the outside.”

So-called market junk stocks like this are never short of bad news.

Su Yu thought for a long time, thinking that he could first collect some substantive negative information about this company, and then when the market rebound ends, or when the relevant industries and policies are obviously negative, he would cooperate with the negative market information and then focus on manufacturing from the sidelines. The negative impact of the company will cause a panic effect among the majority of retail investors who hold shares on the market, amplifying the trading volume, and then entering the market to take chips. Only then may there be a chance to invest huge funds without knowing it.

Of course, even if there are various unfavorable cooperation...

It is still extremely difficult to quietly and continuously acquire 110 million chips in a circulation market with a maximum of 410 million.

I just want to say that by creating bad news, combined with the harsh market environment, finding the right time, taking advantage of the panic in the market, passively taking orders and buying chips when the stock price is falling rapidly, it is far better than direct and active buying. , more confusing and less likely to leave traces on the disk, causing more people to pay attention.

"What's the opportunity..."

After thinking carefully, Su Yu locked in this trading method and thought to himself: "Even if you enter in this way, you still have to have extreme market macro-negatives to match it. It is best to have a continuous market crash, so... …The entry of funds will appear smooth and unobtrusive.”

Thinking about it, Su Yu stared at the historical K-line of the Shanghai Stock Exchange Index and the market macro information.

Relying on the past life memories in my mind, I recalled carefully, trying to find the slightest opportunity for success.

"The macro-negative market will only happen at the end of June. The end of the market rebound and the arrival of the second bottom will most likely happen in June. In the short term, there should be no chance." Su Yu rubbed his hands. He looked at his temples and said secretly, "Now, it seems that we can only take one step and watch one step."

After all, things are changing.

Moreover, Kumho Group’s final backdoor target was not this stock.

Su Yu thought that if the time was not ripe, or if Yang Hao changed his mind in advance, he would be fine without earning the 16 million trading remuneration promised by the other party.

Thinking about this...

Su Yu changed his mind, sorted out his thoughts, and decided to set his temporary goal on the stocks and funds he was currently operating, and make the immediate money first.