Chapter 874 (1/2)
In the afternoon after Chen Qing left, Simon's work was still related to China.
Charlotte Brittany conceals some of her thoughts, and Chen Qing can't be completely honest with Charlotte Brittany.
After returning from China this time, Chen Qing also brought back to Simon the latest research reports of cerxi capital economics research team on major Chinese enterprises. After Simon's first trip to China last year, he only sent a team of 15 analysts. After one year's continuous recruitment and local recruitment, the research team set up in Shanghai has expanded To the scale of more than 100 people.
Cersei Capital China Economic Research Institute was officially established.
For one year, Simon invested more than 20 million US dollars. His team traveled all over China and surveyed more than 2000 companies from all walks of life across the ocean. The information sent back from front to back was enough to fill a personal computer with ten gigabytes of capacity. Although Chen Qing is responsible for bringing back these materials, even Chen Qing is not qualified to view the notebook computer loaded with documents without Simon's permission.
Even though the Internet has been able to penetrate the world at this stage, the manual transmission of a lot of data is still a tradition of Simon's team.
Mainly for the sake of confidentiality.
Of course, this does not mean that this team is involved in illegal operations such as commercial espionage. Cerxi Capital China Institute of Economics (Shanghai) is a very formal registered enterprise, and there is no lack of such institutions and enterprises in China at this stage. The difference lies in the professionalism and research objectives.
At present, China's official economic research institutions basically focus on macroeconomic research.
Simon is too lazy to talk about it.
As for the private research team of service enterprises, the so-called Research Report, in which all kinds of public data are pieced together and sold for thousands of yuan, is even more flattering.
If you want to invest in a local market, the first thing you need to do is to have a full understanding of this market. The more large enterprises pay more attention to this kind of basic research. If we ignore this, the result will be even more disastrous.
China has no mature consulting and research industry in the west, so it can only do it by itself.
In fact, many international giants with a little ambition want to carry out layout in China.
Different from the castles in the air of China's official institutions and the patchwork of the private sector, the team of cerxi capital's China Economic Research Institute is very professional and has a strong purpose to focus on the layout of the Westeros system in China. Westero system focuses on entertainment, fashion, science and technology, finance and other fields. This team has a very deep research in China. At the same time, it focuses on the micro fields with strong reference, directly aiming at the actual enterprises in the relevant industries, whether positive or negative.
As a result, the team also plays a subsidiary role in headhunting.
Simon wants to make a wide distribution in China, but what he lacks most is talents. Therefore, while studying a large number of enterprises in various fields, cersei Capital China Institute of economics has quietly established the senior management files of many enterprises and carried out follow-up evaluation.
In the past few years, especially in the recent year, Simon's investment in China has actually far exceeded Chen Qing's several projects.
After returning from China last year, Simon asked all the core enterprises of westero system to send teams to China to carry out business, such as Denise entertainment, cersei capital, igrit, melisandro, Cisco, AOL, aliya, tincobail, Verizon, etc., as well as a larger number of subsidiaries directly or indirectly controlled by these core enterprises Companies.
Even if it was elite, a model economy giant who just won a few months ago, Simon didn't forget to remind grace to start the relevant business.
At the beginning, Simon didn't make a clear request for the task.
However, half a year later, Simon personally reviewed the business achievements of the teams dispatched by these enterprises one by one, rewarded them well, hesitated to give warnings, and directly used knives to deal with them passively, and then fired hundreds of people.
Overall, most of the core subsidiaries have established themselves in China.
Danilisi entertainment, cersei capital, Cisco, melisandro and other companies that have been in the layout for a long time have developed rapidly in China, and their related fields have occupied a considerable market share.
Just recently, Levinson group, controlled by westero system, has successfully captured a plot on the Bank of Huangpu River in Pudong New Area of Shanghai and started to plan the first large-scale real estate project of westero system in China. Among them is the close support of cerxi capital's China Economic Research Institute, including the Chinese local partners selected by Levison group, the voting price of the plot, the market positioning of the real estate development, and so on.
Without a series of accurate and reliable industry information support, even Simon, a layman, will not venture into China's real estate industry.
The water is too deep.
There are too many pits.
If you don't pay attention, you may lose everything.
Simon, a latecomer, has to admire the accurate analysis of Shanghai Pudong New Area's development potential in the relevant materials of cerxi Capital China Institute of economics. Although it has been five years since China started the development of Pudong New Area in Shanghai, there are still many people who are looking down on this plan. After all, at this stage, most people's eyes are on the Pearl River Delta, not the Yangtze River Delta.However, Simon is clear that more than a decade later, for various reasons, the economic size of the Yangtze River Delta will be far away from the Pearl River Delta, which has all kinds of favorable conditions at this time.
The team of cerxi Capital China Economic Research Institute did not have Simon's advantage as a prophet, but made a similar judgment based on various survey information. This alone convinced Simon that the more than 20 million dollars he burned in the past year were worth the money. So Simon has decided to continue to add to the team's budget.
Because it will not provide business services to the outside world, the research team will not be able to obtain direct revenue, and Simon will not allow the relevant research results to be shared with outsiders. However, according to the information provided by the Research Institute, the potential benefits of investment in various fields in China will definitely far exceed the expenditure of this sector.
On the afternoon of the same day, Simon also issued another instruction to cersei Capital China Research Institute according to Charlotte brenita's proposal: survey the private education industry in China.
Charlotte brenita's international student business comes second.
Simon mainly thinks of the vocational training schools that began to rise in China in the 1990s. In his memory, the advertisements of those vocational schools can be called brainwashing. In retrospect, we can also have a glimpse of the huge market scale of China's vocational training field.
There's no reason not to get a piece of it.
With the background of foreign investment, westero system has considerable advantages in this field.
Moreover, with all the subsidiaries of westero system setting up product factories in China one after another, Simon is planning to support a group of professional OEM manufacturers in the near future. Professional work will be handed over to professional people, and the low-end miscellaneous production links will be outsourced. This can optimize the asset structure of Nokia, tincobail and other companies.
On the other hand, Simon is also well aware of the importance of production links. Even if Nokia and other enterprises let go of outsourcing, he does not intend to support outsourcing manufacturers who are directly controlled by the westero system, which is the most sensible choice.
This program can be combined with investment vocational training.
After all, after participating in vocational training, there is always a need to work. Outsourcing enterprises just have a huge labor demand, which is completely complementary.
After the end of the week, the new week is December 11.
1995 came to an end.
On Monday, December 11, a sec report quickly spread to major newspapers, television networks and online media platforms in North America.
Westero announced that due to investment needs, it will reduce its holding of 20 million shares of Daniels Entertainment Group in the near future.
On the opening day of Monday, the share price of Denise entertainment was US $97.25, with a total market value of US $252.7 billion. A large number of Wall Street analysts and major North American financial media are generally optimistic that the market value of Denise Entertainment Group will break through the US $300 billion mark in a quarter at most. Therefore, the recent trading of Denise entertainment stock is very active.
Unexpectedly, suddenly ushered in a major shareholder most do not want to see the reduction.
20 million shares. According to the opening stock price on Monday, the total value is only $1.975 billion, which is only six thousandths of the 2.599 billion shares of Danieli entertainment. If other institutional holders reduce their holdings, as long as they operate properly, they will not cause market fluctuations.
But this time it was Simon westrow.
So, does a super tycoon also realize that the market has peaked and may turn at any time, so he can't help cashing in?
If you can know the inside story of the Westeros system, you will find that three months ago, cersei's hedge focused cersei fund management team had reduced its long position in the US stock market to less than US $5 billion, and generally only had two to three times of ultra-low leverage.
In the last three months, cersei's fund management team has been banned from establishing any short positions in the US stock market.
The two measures, on the one hand, are to minimize their own possible losses, on the other hand, are to avoid potential legal risks.
Because of the strict confidentiality of cersei fund management company, there are not many people who really know the inside information. Even if there will inevitably be some information leakage, the people who get the inside information will not be stupid enough to make it known everywhere. Of course, they will make a lot of money.