I'm very optimistic about KOSI's future market, but I'm also optimistic about the Thai market, so I don't mind selling some of the chips in the Korean market to fill the gap in the company's investment in the Thai market.
This is the attitude that Lei Ting formulated and expressed to the outside world, when Lei Hao's words were finished, Ye Liu and Su Yongyan behind him immediately became serious, nodded solemnly, and stared at Li Enjing, Mayor and others with cold eyes.
You guys are too aggressive, our Thunder is not easy to bully, and if you only sell 3 percent of the chips, then you will definitely not sell one more contract.
However, in fact, not to mention Ye Liu and Su Yongyan, even Lei Hao had the urge to immediately throw all the contracts to the opponent.
With an overall position of tens of billions, it is not so simple to sell it.
Thunder only wants to sell 3 percent of the chips, Lei Hao himself put aside other affairs, ran to Thailand for a period of time, Thunder was also calculated in Thailand, combined with all the information, it is easy to draw a conclusion: Thunder is optimistic about the Korean market, but also optimistic about the Thai market.
Referring to the previous period, Lei Hao has been reluctant to sell his position in the South Korean capital market, and it is "very easy" to draw further conclusions: the prospects of the South Korean market are a little better than the Thai market, and the capacity of the South Korean market is objectively larger than that of the Thai market.
If it is just Thunder who looks at it this way, then there is still room for discussion, but whether it is Hanli Investment represented by Lee Eun-kyung, Goldman Sachs represented by Mayor, or IG, Wells Fargo, Siam, DVC and other institutions, they all feel that the Korean market is improving in the medium and long term.
The financial market is a blind market, and if all market participants are bullish on a security, it will inevitably rise, even if it is a plastic bag, it is a plastic bag that is bullish on the price.
If Lei Hao agrees to Mayor's request to sell all positions in the South Korean capital market, this matter may not be yellow, but at least it will make waves, and it will not be conducive to Thunder's follow-up operation.
Thunder's plan is to sell, but according to the analysis conclusion, Lei Hao will sell at most half of his position at this time, and this proportion is derived from reality and future information, because simply buying Thunder's holding position, for risk control and other factors, Mayor's group only wants to get half of it.
But there are also ways that are not simple, such as cooperation.
"Mr.
Lei, we are very interested in your Asian financial investment banking project."
Li Enjing suddenly interjected: "Han Li is willing to participate in the construction of this project. ” "Goldman Sachs has financial assets in various markets in the Asia-Pacific region, and we can share a portion of it in Thunder's new projects."
Mayor is also eager to take the plunge.
In addition to Li Enjing and Mayor, the others sitting opposite Lei Hao also looked eager.
"The Asian Financial Investment Bank project is in preparation and has not yet been fully decided."
Lei Hao was stunned for a moment, and then shirked without hesitation.
From the perspective of actual interests, Lei Hao will not refuse to come to Han Li and Goldman Sachs, but at the current stage of Lei Tingzhan, the Asian Financial and Investment Bank opened is political, and if he turns this project into a purely profit-seeking financial institution, Wang Huachen's group will immediately jump to their feet.
In the current financial world, the US dollar still guarantees its hegemony, but except for the US system, other financial institutions hold US dollars, and the ultimate goal is to remove the US dollar.
It's a complex financial concept, but there's no doubt that AIFM will have strong support from China, provided you don't let Goldman Sachs, a natural group of dollar champions, enter the market, and the shareholding structure is well controlled.
For example, if Lei Hao enters the Thai market, Lei Hao is the banner of the Asian Financial Investment Bank, and Chinese institutions will make up a sum of money if they sell blood and kidneys, provided that the equity structure is negotiated.
At present, private institutions such as Thunder, HSBC Holdings, Keda Investment, Qingyu, and Hanlong have been negotiating with state-owned institutions such as the Big Four Banks, Huijin, and the State Foreign Exchange Investment Corporation, and are slowly establishing new project attributes.
Under this premise, Lei Hao has three heads and six arms, and he doesn't dare to agree to let the group of newcomers in front of him enter, my big China's iron fist is not easy to mess with.
"Thunder, your thunder, plus HSBC Holdings, Keda Investment, Prudential Insurance Group Investment Company, Standard Chartered Bank, plus Hanley, Goldman Sachs, IG, Wells Fargo, Siam and other companies, what a wonderful thing to establish an Asian financial investment bank."
Mayor threw out an olive branch.
"It's an unstoppable force in Asia, and if the project is successful, we can prepare new projects and explore markets such as Europe, North and South America."
The sudden pull caught Lei Hao off guard.
What came out of Mayor's mouth was a great alliance between financial institutions, a series of glittering names, representing a huge force in the financial circle, and it is a pity that Chinese-funded institutions only have thunder.
From the point of interest, Lei Hao agreed, he believed that with his own ability, he would definitely be able to make a difference, but what was the result Conflicts of interest with Chinese-funded institutions and non-participating organizations are definitely more than worth the loss.
The financial circle is so big, and the interests that you unite to devour must be bitten off by others.
Top financial institutions must have a position in addition to interests.
"I refuse" Lei Hao did not struggle at all, and in Mayor's stunnedness, he directly said the word refusal.
"Ray, you have to think clearly about what my words mean."
Maillol's smile remained the same: "We can conquer the world." ” "Let's not digress."
Lei Hao shrugged his shoulders, and after saying these words, he could feel that even Ye Liu and Su Yongyan behind him were projecting surprised and hesitant eyes.
This is the first time that a North American institution has officially extended an olive branch, and it is a big move as soon as it is shot, this is the greatest pull for Thunder and Lei Hao, and Mayor's meaning is very simple: what others can give, they can also, and it is more powerful.
It would be a big oddity to unite the financial institutions in Mayor's mouth, apart from interests, if there is no political appeal.
If Lei Hao accepts this suggestion, if nothing else, Lei Ting will be able to compete with top institutions such as Goldman Sachs, on the condition that he give up getting close to Chinese capital.
Quietly, Ye Liu and Su Yongyan reacted that the answer they had just heard was likely to be an answer that affected the financial landscape
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