Future chat group

"How many positions did Mark help us establish?" On Friday, when the stock market closed, Lei Haocai called Ye Liu to a specific area and asked in a lowered voice.

"We are still half way from the amount we require. Mr. Lei, with the trading volume of the Thai stock market, it is not easy to achieve such a speed of attracting funds." Ye Liu was looking forward to it, but there was also some anxiety on his face. .

"A handling fee of two thousandths and a double annual interest rate of 10%. If things don't go as expected, we will suffer a huge loss this time." Ye Liu thought secretly in his heart.

Lei Hao's mind was filled with information about the Thai stock market. The index of the Thai stock market is called the SET index. There are also derivatives of underlying indices such as SET50 and SET100. What is the trading volume of the stock market? That's an average of less than $2 billion a day.

Compared with the total market capitalization of the Thai stock market of almost 600 billion US dollars, the trading volume of 2 billion can only be said to be shrinking. The level of activity is certainly not as high as that of the largest A-shares in the world. It is ordinary to the point of being ordinary.

And don’t look at the Thai financial elites like Kun Yu who are strictly guarding against the thunder. In fact, about 35% of the stocks in the Thai stock market are held by foreign financial institutions. It’s just that after Thailand closed the door and did not allow the outflow of funds, the Thai baht and the US dollar It's just that it can't circulate freely at full speed.

Thailand’s financial supervision is tight on the outside and loose on the inside. Of the energy that breaks out in the stock market every day, 25% is occupied by foreign institutions, 10% is created by local Thai institutional investors, and of the remaining 65%, 50% is retail investors. contribution, and the rest is other data.

It seems that 50% of retail investors are already a lot, but in fact there are a large number of three types of accounts, and the rich and privileged classes control this country's capital market.

Before the Asian financial turmoil, Thailand's capital market was quite open. But after the crisis, Thai people were also smart. They didn't care what your regulations were. They just controlled the convection between the Thai baht and other currencies, and everything was over.

You are awesome, you took my baht and ran out of Thailand! Currency is king. If you seize currency, you will control the financial market.

There are many reasons why Kun Yu dare not speak to Lei Lei, but he cannot escape the fact that the share of foreign capital holdings is too scary. Looking at the problem from this perspective, Kun Yu is worthy of being a person with political ambitions.

But if Lei Hao is willing to pay US dollars and allocate the proportion of funds Lei Hao invests in Thailand's industrial and financial industries, Kunyu will definitely let him go.

With the extra US dollars, Thailand can squeeze out some of the local foreign investment and make room for the Thunder to settle in. Then it will get the development of the real economy in vain. Finally, some of the benefits of cooperation will be distributed to various big shots. How can it be described that everyone is happy?

Lei Hao is too "stingy". He doesn't want to contribute to Thailand's foreign exchange reserves. Exchange US dollars for Thai baht? Do we also need to allocate some funds into the real economy?

If I do this, I might as well go to Japan, Australia, Europe, or even just stay in China.

However, there is a difference between issuing bonds to raise funds and loans. Thunder does not have many assets in Thailand and is not qualified to issue bonds. However, China came forward to endorse it and signed terms with HSBC and Prudential, so it became qualified, plus a lot of With high coupon rates, the source of funds should not be a problem.

After such development, Thai Thunder is almost an independent subsidiary, and it also takes on the attributes of a local Thai company, which is equivalent to borrowing money to start a business.

"The Thunder and Thailand are just fighting over ideas for the time being. We both hope to invest and develop in our own way." Lei Hao's thoughts were flying in his mind: "They will set up obstacles for me before they can suppress the other party. "

"Then, I will show you that following my method can be mutually beneficial." A firm look flashed in his eyes, and Lei Hao slowly calmed down.

"Our bonds are underwritten by Kun Yu, and I expect it will only take him a week to get it done, which means..." Lei Hao turned his head and told Ye Liu: "In the next week, you will be responsible for contacting Mark. "

"Okay." Ye Liu replied seemingly calmly.

That's right, Lei Hao's plan is to hold positions first and then raise funds.

Looking around the world, there are not many people who can make HSBC Thailand do this, but Lei Hao is one of them. Wang Huachen is right, Lei Hao is a system in itself. Even if he doesn’t bring a dime, his name is Already have the right to call funds.

If it were anyone else, let alone whether funds could be mobilized, it would be strange that the plan was not leaked, but HSBC, Mark, Su Yiwen, and business rules, these things are entangled together, and things become wonderful.

What people like Ye Liu don't understand is why Lei Hao thinks this will be effective? You know, the contract signed between Thunder and HSBC applies to Thailand, which means Lei Hao has to use Thai baht to pay the principal and interest. If something goes wrong, the 10 billion baht he borrowed will end up losing 1.8 billion in the blink of an eye.

When losses occur, it's not so easy for the Thunder in Thailand. Money doesn't matter, and the loss of reputation can be tolerated, but losing the initiative is unacceptable.

Just thinking about the day when they accepted the command of Kun Yu and others, Ye Liu and the others felt uncomfortable. Their idea was... to pay the money and then follow Lei Hao and leave. Of course, What everyone knows is that the "compensation" given by the group will definitely not be small.

Bangkok.

"The SET index is now 1241, and it is currently the stage of pressure and accumulation." Kunyu sat in his office and opened the documents: "The strange thing is that it has been rising continuously in the past few days, and the volume and energy are somewhat abnormal, but in short, There is not enough space going down, and there is not enough kinetic energy going up. If..."

"That's not right. 10 billion baht is not enough money to influence the situation in the market. The main force of a single heavyweight stock is still enough, but it is far from controlling the entire SET index."

"But what if the person who operates these funds is called Lei Hao? The European and American factions in Thailand's capital market have been divided, but will they unite when facing outsiders?"

"Even if they don't unite, as long as one party of capital objects, the Thunder will have no room to intervene in the short term at least."

Messages passed through his mind one after another, and a smile appeared on Kunyu's face: "If you want money, I will give it to you in your own way, but you must accept my supervision, then let me tell you, Thailand There are differences between capital markets and other places.”

HSBC Thailand.

"Sir, our operating methods are illegal, and the contracts we sign may not be protected by local laws and regulations. My opinion is..." As the vice president of HSBC Thailand and the director of corporate business, Mark's recent actions are very disappointing. Subordinates cannot understand.

"In fact, from the company's perspective, I hope that the other party will breach the contract, I hope that the other party will fail, and I hope that Thailand will find out these things and then punish the other party." Mark said several affirmative sentences in a row, but in the end he still shook his head , said: "But you have to know that wrong and right are relative terms."

In financial markets, the winner takes all! You win, but sometimes the mistakes you make are not mistakes. Sometimes, interests and laws need to be avoided.

What worries people like Ye Liu, Mark, and Su Yongyan is that Lei Hao is undoubtedly bullish. At this time when there is no upward momentum, he is bullish on the Thailand SET Composite Index.

Moreover, Lei Hao's operation was suspected of violating regulations, which meant that even Xiao Zhang would not have enough interests to involve Kun Yu and others.

The Thunder not only have to win, they have to win beautifully.