Rebirth: The Financial Giant

Lu Ming finished talking about wine, but the big consumer category is not just liquor, but liquor is the king of the big consumer category.

"There is an important category of condiments in consumer necessities. I only look at one target, Haitian Weiye!" Lu Ming looked around the audience and said, "Haitian Weiye has basically not risen much this year and has been in a long-term consolidation state. Should we own this bottle of soy sauce? It’s enough to understand one question, should our billions of people eat soy sauce?”

The answer to this question is obvious.

Lu Ming: "In the consumer category, there is still a focus on medicine and medical care. In the pharmaceutical field, such as Hengrui Medicine, which has a market value of 90 billion yuan, and Pianzihuang, which has a market value of 35 billion, we should pay more attention, especially Pianzihuang. 100 yuan a pill, everyone, the world's pharmaceutical luxury goods; medical companies that have already been listed should focus on Aier Ophthalmology, and the current market value should be around 32 billion."

"Companies like Aier Ophthalmology have infinite room for imagination in the future. Why? The logic is very simple. The tide of the mobile Internet is coming. This is an unstoppable trend. Then it will cause a consequence. The frequency of young people using mobile phones in the future. It will be higher and higher, and the resulting myopia rate will be higher and higher, so the future opportunities for companies like Aier Ophthalmology are not big!"

"There is also Tongce Medical. The dental industry is hugely profitable, so I won't go into details. In addition, there is a non-listed company, Mai Rui Medical, which is a leading company that is expected to become a medical device manufacturer. Tiansheng Capital must be in the primary market. Participate in investing in the company. And Anshi shares, the company doesn’t need to talk more.”

There is no need to say more about Anshi Group. This is the company that Tiansheng Capital has analyzed and researched the most. Last year's "Antian War" is still vivid in our minds. Everyone has not forgotten that BOSS forcibly subverted the company's underlying logic. It has become the current leader of white horse stocks. BOSS once said in an internal seminar that he saw at least 1.8 trillion in the valuation of Anshi's shares, and the current market value has just risen to 1 trillion.

This internal investment and research exchange meeting lasted for nearly three hours before it ended. Lu Ming conducted deconstruction analysis and discussions in semiconductor, photovoltaic, new energy, medicine, medical, liquor, food processing and other industries.

Li Mingyang and others did not know that the corporate targets that Lu Ming pointed at the meeting would become the most valuable core asset targets of Big A in the near future. The fundamentals of these companies are reflected in the capital market. In a sense, they are Part of the fundamentals of the country's economic transformation and upgrading is reflected in the capital market.

The total market value of companies such as Pien Tze Huang and Aier Ophthalmology is only more than 30 billion yuan. Five years later, they have grown to more than 200 billion yuan and more than 400 billion yuan.

Companies such as the unlisted Ningde Times have grown to a market value of more than 700 billion in five years, as well as Biyadi, etc. Lu Ming's votes at the meeting are basically more than ten times in five years. The ten times is not the ten times of the small-cap stocks, but the white horse stocks with hundreds of billions of heavyweights.

Whether these companies are listed or non-listed, Lu Ming has to participate. If they don't give, they have to be strong. Only children can make choices. Of course, adults need all of them~www.novelmt.com~Receive a red envelope] Pay attention to the public No. [Book Friends Base Camp~www.novelmt.com~ Draw up to 888 cash red envelopes!

If you want to take all these core high-quality assets that represent the future of Huaguo under your command, all of them must be invested. The current liquidity of Tiansheng Capital is simply not enough.

Even if the liquidity is sufficient, you can't do this, it will provoke public anger, and it is not in line with Tiansheng Capital's positioning.

Tiansheng Capital is positioned as an asset management institution, helping others to do asset management and charging management fees, and helping LPs manage money seems to be a super worker who helps others make money.

But if you think so, it is obviously a big mistake. BlackRock Group, the world's largest asset management institution, the market value of this company itself is only 100 billion US dollars, but the assets under management are now more than 6 trillion US dollars, it is conceivable What a monstrous power the CEO of a $6 trillion BlackRock Group has.

From the moment an LP brings 5 ​​billion yuan of funds to Tiansheng Capital for management, it means that the control of the 5 billion yuan in the next 15 years will be completely used by Tiansheng Capital.

How to spend this money and where to use it, Lu Ming has almost absolute power.

At present, Tiansheng Capital's assets of more than 300 billion yuan are not owned by Tiansheng Capital, but are owned by major LPs, but major LPs will not have the right to control this 300 billion wealth for a long time in the future. The dominance is in the hands of Tiansheng Capital, and Lu Ming has absolute control over Tiansheng Capital.

It's not owned by me but it's all for my use. It's not a big problem if the LP has to redeem when the closing period is over in the future, because when someone redeems, new funds will be invested, and Tiansheng Capital's capital pool will only be The reason is that when the scale of funds is too large, LPs actually don’t know where to put their money safely.

In the end, it will be handed over to Tiansheng Capital to continue the management, so that my wealth will continue to increase, and it will be reassuring and reassuring to leave it to a professional asset manager to take care of it.

Tiansheng Capital currently manages a total of more than 500 billion yuan, which means that Lu Ming's current influence, if he enters an industry, can cause a major earthquake in an industry, and even reshuffle the cards.

As the size of his assets expands, so will his influence.

...

the next day.

When Lu Ming came to the company, there was a report on the company's financial information on his desk. An Yirou just sent it over not long ago.

This is what was explained yesterday.

Looking at the materials at a glance, Tiansheng Capital's current book cash flow is about 75 billion yuan, of which its own cash flow is 35 billion yuan, which is the money belonging to Tiansheng Capital, and the rest belongs to LPs.

There is no doubt that this is an astronomical sum, and few companies across the country have such ample liquidity.

What can you do with so much money?

Although you can't do whatever you want, you can basically do whatever you want.

However, Lu Ming was still dissatisfied, the amount of funds was still too small, and the amount of funds he needed to deploy was far from enough.

What Lu Ming wants to lay out is to strive to get all the core Chaoyang assets in the domestic capital market. Those core high-quality assets must have a bottom position of about 5%. This 5% position will not be held for more than 30 years. It can be easily thrown away, but it can't be thrown away. At that time, the assets of hundreds of billions and trillions of dollars will all be realized. Lu Ming doesn't know how to find a place for the money.

For high-quality asset targets such as "Haitian's Maowulu", Lu Ming will not consider withdrawing from these companies in the next 20 to 30 years.

However, the current situation is that at present, we have the control of 75 billion liquidity, which is certainly not a small amount, but it is not enough. The liquidity that does not exceed 200 billion is far from enough.

Now that the IPO is accelerating, Ningde Times, Mai Rui Medical, Zhaoyi Innovation and other non-listed companies will land on the Big A in the next two or three years. They are all good companies.

And at this point in time, even for listed companies, the core assets of Haitian Weiye, Pianzihuang, Hengrui Medicine, Maotai, Wuliangye, etc. are now at a low level.

The current share price of Mao Ti is more than 240 yuan, and five years later, it is more than 2,700 yuan, which is nearly ten times higher, and 13 times after the restoration of rights; Wu Liangye is 15 times as much.

The ROI is pretty amazing.

The most important thing is that these assets are subject to large weights, often tens of millions, trillions or even trillions.

Those demon stocks with more than 20 times a year seem to have an amazing rate of return, but they can't make sense, and for real big institutions, they basically don't even look at them.

The reason is also very simple. The plate is too small. The absolute number of 20 times the investment of 500 million is 10 billion, and the absolute number of 5 times of 10 billion is 50 billion, which is 40 billion more.

It is absolutely impossible for those demon stocks to carry such a huge scale of funds, but Mao Ti can, Wu Liangye can, Anshi shares can, Hengrui Medicine, Ningde Times can, and Tiansheng Holdings can!

No matter how the demon stocks go up, they will come down in the end, but a core asset like Mao Ti rose from 240 yuan to 2,400 yuan and then tried to fall back to 240 yuan.

"Let the investors hurry up and make money!" Lu Ming said to himself~www.novelmt.com~ already made a decision in his heart.

Lu Ming is also very anxious now, even if these core assets rise, no matter how hard they drop, they will not be able to return to where they are today.

In fact, the real floor price was when the market crashed last year, and Mao Ti was beaten to a price of more than 160 yuan, but it is still not too late, but the daylily has been cold for a year or two in Moji.

In the current situation, Mao Ti is about to break through last year's high of 290 yuan and rush all the way to a new high.

Now we have to quickly make money from LPs, and then buy these core assets without thinking. Tiansheng Capital will charge an astronomical amount of management fees in the future. What is it to win by lying down?

This is the lie to win!

...

(Ps: In order to thank the leader of "Learning is boundless and the book is boundless" [5/5]... The debt of the first leader has finally been repaid. Once kicked off, it is time to pay it back to the next leader. Who should pay it first? ...I feel like I'm flipping the brand 2333~~)