Reborn? The Kind You Can Choose!

ADM, Archer Daniels Midland Company!

Market value is US$6.618 billion.

Stock price: $11.47/share!

Bunge, Bunge Group.

Market value is US$4.087 billion.

Stock price: $29.228/share!

This is the market value and stock price of A and B, the top two of the world's four largest grain merchants. The other two CDs, Cargill and Louis Dreyfus, have not yet been listed.

Even in 2020, Cargill and Louis Dreyfus still have no idea of ​​going public.

Because they are really not short of money.

When ADM and Bunge went public, they never conducted any hype.

They have always been very low-key, adhering to the qualities of the big guys who control everything behind the scenes.

But in fact, most people have no idea how complex and intricate their secret layout is.

Each of the four major grain merchants has a business history of more than 100 years. After so many years of development, no one knows what kind of terrifying level their power has reached!

Take ADM for example, it is the world's largest grain and oilseed processing plant, the largest soybean crushing plant and corn additive manufacturing plant in the United States, the second largest flour mill in the United States, and the fifth largest grain export trading company in the world. .

There are more than 270 branch factories around the world. Although the current market value is only 6.6 billion, its annual sales reach hundreds of billions.

This is definitely an underrated business.

The same is true for Bunge. This company was founded in 1818 and is nearly 200 years old. At that time, China was still in the Jiaqing period of the Qing Dynasty, but this company had already been established.

To date, Bunge has more than 450 factories in 32 countries around the world and has developed into the world's fourth largest grain export company.

According to public reports, Bunge is currently the largest grain exporter in Pakistan, the second largest exporter of soybean products in the United States, the third largest grain exporter, the third largest soybean processor, the fourth largest grain exporter and the largest oilseeds processor in the world. Crop processors.

This is the terror of the four major grain merchants.

It is also the capital that enterprises with more than 100 years of history can continue to survive.

What many people see is just the tip of the iceberg.

What they showed to everyone was only a very subtle part of it.

However, Yuan Zhou still saw their vulnerabilities, or in other words, saw the vulnerabilities of ADM and Bunge.

The other two companies, Cargill and Louis Dreyfus, are not listed, and their assets and various sales are unknown. However, ADM and Bunge are operational.

As long as it is a listed company, it is possible to be sniped by short sellers.

Countless Chinese companies in previous lives were targeted by countless short sellers, such as Ruixing, who was directly delisted by short sellers.

This is also Wall Street’s favorite trick for Chinese concept stocks, which is a trick used by Chinese companies listed in the United States.

Check reports, check sales, get thunderous, then go short, and get rich instantly!

Almost any company that is targeted by these short sellers will have its skin peeled off if it is not delisted.

Now, Yuan Zhou is just doing the opposite.

Since Americans can short Chinese companies, they can also short American companies, provided that it is listed.

"11.98764 billion, discounted US dollars, that is 1.458 billion w.!"

This is all the funds currently on the account of Yunshi Fund.

These days, Yunshi Fund has issued another Yunshi currency wealth management fund in Jiangnan Bank, with a total issuance of 10 billion yuan and an annual return of 5.5%. It has sold 45 yuan so far!

This is of course for other fund companies to see.

If Yunshi Preferred continues to be issued with an annual return of 10%, it is estimated that fund giants such as E Fund will definitely attack Yunshi.

Destroying the industry is definitely something the industry cannot tolerate.

They can turn a blind eye once or twice, but if you keep doing this, you are breaking the rules and you will be expelled. It can be said that this has become some unspoken rules within the fund company.

Of course, Yunshi Fund must also comply.

"1.458 billion US dollars... is almost enough!"

"However, the account opening bank in Xiangjiang can only exchange it into Hong Kong dollars!"

In order to ensure the outflow of funds, although Xiangjiang stipulates that you can open an account for US stocks and trade, but the prerequisite is a Hong Kong dollar account.

So even if there is a transaction, money is still circulating in China.

However, when trading, Hong Kong dollars will be automatically converted into US dollars.

"ADM, the short-selling pool is greater than 1 billion... As expected, no one is optimistic that it will fall!"

Yuan Zhou was sitting in his dormitory, holding his laptop and clicking on the ADM page.

He glanced at the short-selling pool in the upper right corner. This is the amount of money that can be shorted directly.

Shorting U.S. stocks is even simpler than China Futures.

China Futures requires you to buy and then sell and sign a contract; however, U.S. stocks do not require this at all. The short-selling pool is a short-selling channel provided by major U.S. brokerage firms to investors. You can directly buy them all in one breath.

For example, ADM, the short-selling pool can now buy a total of 1.5 billion, which is 130 million shares and 1.3 million lots of ADM stocks; if you have 750 million US dollars, you can buy them all.

US stocks have a 50% margin mechanism.

This is equivalent to using a margin of 750 million to borrow 1.3 million shares from a brokerage; when the price falls, for example, it falls to 10 yuan per share, you only need to spend 1.3 billion to make up for the 1.3 million shares you borrowed before.

This time, I made 200 million US dollars.

In fact, ADM's stock price may have only fallen by 10%!

According to normal channels, 10% of 750 million yuan can actually only earn 75 million!

So this is where shorting U.S. stocks is comparable to futures. Although it is not as scary as 100 times leverage, there is actually a difference of nearly 3 times.

What Yuan Zhou has to do is to invest all 1.4 billion and then short these two companies.

~50% deposit, annual interest rate 3.15%, not expensive!”

Yuan Zhou quickly transferred the margin into his account, and then all ADM's short-selling pool of nearly 1.5 billion was wiped out by him.

The same goes for Bunge, 1.2 billion!

Yuan Zhou transferred a deposit of 600 million.

Yunshi Fund's account suddenly only had 108 million US dollars left!

With this remaining money, Yuan Zhou did not continue to invest in US stocks. After all, there was still some money left in the Yunshi Fund's account for turnover.

1.35 billion has flowed into the US stock channel.

Moreover, Yuan Zhou must also pay 3.15% interest. After all, he actually borrowed the 2.7 billion in equity from an American brokerage company.

This is the interest that the brokerage earns.

Anyway, his long-term holding of ADM shares is equivalent to lending it out (Wang Wang Zhao), and Yuan Zhou will eventually pay it back.

For securities companies, this is simply a no-cost transaction.

What does this equate to?

For example, if you have a certificate, you can lend it to others, and they will have to pay you the amount, but this certificate may appreciate or depreciate in value!

If it appreciates, you earn more; if it depreciates, the other party earns the difference.

And Yuan Zhou wants to make this difference.

Moreover, he had to make the price difference so big that even the securities companies couldn't bear it.

Ding! Ding!

Two successful purchase prompts sounded, and Yuan Zhou successfully purchased the stocks of ADM and Bunge, but they were stocks in the short-selling pool!

"Next, all we have to do is wait for its stock price to plummet!"

Yuan Zhou squinted his eyes slightly and subconsciously opened the Sina portal. What caught his eye was an extremely shocking piece of news.

The transnational soybean transaction purchase has finally come to an end.

[Considering the subsequent risks, Xia refused to sign an 8 million tons soybean purchase agreement with the United States!].