Rebirth: The Financial Giant

Tiansheng Capital has begun to open long orders, which also means that the empty orders held by Jingdong Company must be cashed out. There is no conflict between the entry and the exit, because Tiansheng Capital has abundant cash flow.

According to the report Qi Wei subsequently submitted to Lu Ming, Tiansheng Capital made a net profit of US$1.3 billion by shorting the shares of Jingdong Company this year. Of course, this is a figure excluding transaction costs.

This is also the biggest profit that Tiansheng Capital can reap from the shorting of Jingdong this time. It is difficult to continue to expand the profit. After all, the main force of shorting the stock is Wall Street, and Lu Ming just mixed in and made a fortune and ran away.

But the $1.3 billion profit is undoubtedly an astronomical figure.

Although 1.3 billion US dollars is not a big figure in terms of the asset management scale and revenue scale of Tiansheng Capital today, don't forget that at the same time, Lu Ming not only shorted Jingdong, a Zhonggai Internet target.

Looking at the Zhonggai stocks, the Zhonggai stocks, which are familiar to the majority of netizens who eat melons, including Jingdong, Wanghao, Penguin, Ari, etc., are now turning heads and falling, maintaining a downward trend.

And these targets are now shorted by Tiansheng Capital's diving funds, and they have obtained a considerable floating profit. As for the total short-selling profit of Zhonggao, the data as of last night's closing data is realistic, a total of 57.6 billion US dollars.

To say that the target with the most profit from shorting is really not Jingdong. Although the decline is deep enough, the total market value of more than 40 billion US dollars is not small, but it is still a little small.

The absolute profit of 57.6 billion US dollars is contributed by the super large-cap stocks such as Penguin and Ali, and the market value of these behemoths alone is more than ten times that of Jingdong.

In fact, Tiansheng Capital’s short-selling of Zhonggai stocks last night was a night of **** profits, because not only did the Jingdong flash crash evaporate the market value of 50 billion yuan, but also Internet giants such as Penguin, Ali, and Baidu also appeared. plummeted.

The market value of the four BATJ giants has shrunk by hundreds of billions of yuan. Penguin, which is listed in Hong Kong, fell by -4.08% yesterday, and its market value shrunk by 131.4 billion Hong Kong dollars that day.

Ari, which is listed in the United States, also fell by -3.64%, and fell by 2.61% the day before yesterday, and the decline reached -6.16% in two days. The market value has evaporated by 27.7 billion US dollars, or about 190 billion yuan, and the loss is far more than Jingdong.

Baidu, which is also listed in the United States, also fell by 2.67%. Baidu has the smallest decline in BATJ, with a market value loss of about 25 billion yuan and the smallest market value loss.

Lu Ming actually knew that although Tiansheng Capital had made a profit of 57.6 billion US dollars in this short-selling plan, the profits were not all the leeks of the old beauty.

There are not a few domestic institutional investors who hold Zhonggai shares, and even the majority of the harvest is domestic institutional investors.

From the perspective of the overall national wealth, this wave of operations offsets the loss of domestic wealth, and the remaining half is harvested from the leeks of Laomei, which is already very good.

But then again, it's better than all being mowed down by Wall Street.

You know, in the past few years, despite the fact that domestic houses have gone crazy, the country's foreign exchange reserves have lost 1 trillion US dollars during this period. The loss of these wealth abroad is a real astronomical figure.

Every time I see these data, Lu Ming is unequivocal in cutting the US stock market. He just hates that his sickle is not ruthless enough. No matter how fierce the sickle of Tiansheng Capital is, it can't compare with the loss of 1 trillion US dollars.

…

However, it is said that the matter of Brother Dongzi is still fermenting, all kinds of **** dramas are still being staged, and people from all walks of life are competing to watch.

"I heard that some international bigwigs have long planned to short Dongzi's company. This time the big melon seems to have become a boost."

"I guess the bears may be sighing at this moment: it fell before trying hard, haha"

"Short big guy: I originally bet on it falling based on a series of high-level analysis and judgments, but now it has come true because of this kind of broken and low thing, I feel that I have been pulled down as a bear... [dog head]"

"Not to mention, as early as the end of last year, Jingdong's short positions have increased significantly, and the international bigwigs must have plans to short Jingdong."

"Don't hesitate to open your mouth and come, and everyone will say what they say."

"Believe it or not, go outside the wall and look at the data disclosed by the Old American Financial Industry Regulatory Authority. The short-selling Jingdong stock position skyrocketed by nearly 20% within 15 days at the end of November and early November. Among all the circulating stocks in Jingdong , 8.8% of the stocks are in a state of being shorted... Forget it, if you can't get out, I'll take a picture for you."

"Look, there is reason, evidence, pictures and truth, this is called professionalism!"

"For Jingdong's stock price, which is already weak, this incident is tantamount to worsening the situation. The most innocent people involved are a large number of domestic and foreign investment institutions and Christian Democrats who hold related QDIIs."

"QDII fund? Who buys that stuff? Only the first brother's Tiansheng Global Pioneer Hybrid QDII Fund can be bought. The others are scumbags, but it's a pity that Beautiful Country can't afford it. Tiansheng Capital has never been bought by Beautiful Country Global. After the ban, its QDII fund was reluctantly liquidated."

…

As the popularity came up, all kinds of bulls, ghosts, snakes and gods also came out. Of course, there were also various excavation related information from the great gods, and a lot of content was re-excavated and attracted more attention.

Especially some news that Jingdong is bearish.

For example, a research report released by Credit Suisse on April 20 this year was dug up. This report shows that in order to cope with the impact and impact of new retail, Jingdong is constantly increasing logistics, technology research and development and investment expenditures, thereby causing their costs to rise. Affected by this, Credit Suisse lowered its 2018 profit forecast to 33% and next year's profit forecast by 15%.

In addition, Morgan Stanley previously downgraded Jingdong's stock rating from overweight to neutral, and the target price was sharply lowered from $53 to $45.

In addition, Shenwan Hongyuan also released a research report last month. The revenue for the second quarter of this year announced by Jingdong was in line with expectations, but the adjusted net profit was 487 million yuan, a year-on-year decrease of 51%, which was lower than expected. The price was cut to $35 from $40, maintaining a neutral rating.

These are very early short-selling data, and Jingdong's stock price has fallen to $26 now.

What people see now is that the company Jingdong has not only been sung, but also has been reduced by institutions.

As the former third largest shareholder of Jingdong, Tiger Fund has long since disappeared from the ranks of major shareholders. Although Tiger Fund slightly increased its holdings of Jingdong's shares at the beginning of this year, it had already sold off at the relatively high period of Jingdong's share price before March. holdings.

In addition to Tiger Fund, many Wall Street investment institutions have also reduced their holdings in Jingdong, including Fidelity Investments, the largest financial services company in Magnesium and one of the mutual fund companies. It is also a shareholder of Apple and an investor in Google. This institution also It has reduced its holdings in Jingdong, including Dodge Cox, a famous fund company in Magnesium, which also continuously sold Jingdong's shares in the first two quarters of this year.

…

Friday, September 7.

At this moment, Lu Ming was sitting on the sofa in the rest area of ​​his office, and Han Qiulin was also reading the latest information she had sorted out for Lu Ming.

"The Jingdong Company in the past few days can be said to be beleaguered on all sides, and the negative impacts are coming one after another, and various institutions are singing about the company." Han Qiulin said in an orderly manner: "The chief investment officer of APS Asset Management Company recently stated publicly: I think All the evidence I have come across shows that Jingdong is a wildly hyped stock."

"Rob Sanderson, an analyst at MKM-Partne, a well-known investment research institution in the United States, also commented on Jingdong recently. He claimed that negative publicity may damage Jingdong's ability to attract international brands into its market. In the past two years or so, Jingdong has The head man has always been the center of attention.”

"Many people in the industry have a view. UU Kanshu www.uukanshu.com is the founder of Jingdong who has nearly 80% of the voting rights and firmly controls the decision-making of the second largest e-commerce company in China. Therefore, the company's stock price Future moves will be largely tied to the fate of its founders."

At this time, Lu Ming suddenly asked, "Is there any organization that sings a lot now?"

Han Qiulin put down the materials, looked at Lu Ming and shook her head: "No, there is no institution with a certain influence."

With a faint smile, Lu Ming said with a faint smile, "I don't have a family, so Brother Dongzi is too miserable. He has the attitude of being beaten by thousands of people."

After a while, Lu Ming added: "Since no one has come out to support Brother Dongzi, then let's stand up and give a good one. Have you got the Jingdong research report prepared by your subordinates a few days ago? "

At this time, Tiansheng Capital, which has a huge domestic influence and even now has a certain influence in the global investment community, came out to sing more, even if it did not actually buy a share, but only sang more publicly. It's enough to be considered a help in the snow, how could Brother Dongzi think about the goodness of the first brother.

…