Hollywood Hunter

Chapter 235 The last straw?

Remember in one second [End of the God Station] Mobile phone user input address: m.xinwanben.com

New York.

At four o'clock in the afternoon, another day of trading in the North American stock market ended on time, and it was also the last trading day of the week.

As Wall Street's elite pondered how to spend the coming weekend, a sudden announcement from Westeros shattered everyone's just-relaxed mood.

The announcement of Westeros is not long, to the effect that for the needs of corporate development, the company will reduce its holdings in six technology companies including Apple in the near future.

Westeros hasn't made any big public moves for a year after it liquidated Motorola shares early last year. Moreover, the total value of the six stocks that Westeros is about to reduce this time is not too large. According to the stock price before the market closes today, even if all positions are liquidated, the cash-out scale will only be about 500 million US dollars, of which only Apple’s Stocks accounted for more than half.

However, no one will forget the investment frenzy in technology stocks triggered by the "Westeros Combination", let alone the young man behind the scenes of the Westeros Company who has created a series of miracles of wealth in just two years.

Does the reduction of six technology stocks at one time mean that Simon Westeros is no longer optimistic about the technology stocks sector? Or, is there something unknown going on within the six companies? Or maybe Simon Westeros is raising money to do something else?

With a flurry of questions, many investment banks and securities firms have held impromptu emergency meetings to discuss the possible impact of Westeros' announcement on the stock market next week. The phone in the office of Westeros President James Redbold was also blown out for the first time.

Six companies, including Apple, became the object of close scrutiny by many in the following days.

The Westeros company chose to issue a reduction announcement after the market closed on Friday, in fact, it was giving everyone time to prepare to avoid panic selling in the technology sector and causing a sharp drop.

After the news was announced, Apple, the core company for the reduction, held a high-level meeting overnight.

In recent years, Apple's market share, revenue scale and profit have continued to rise, and the company's CEO John Sculley is not too worried about the sudden reduction of Westeros.

After an emergency meeting, Apple released its 1988 annual earnings report ahead of schedule on Saturday afternoon.

As of December 31, 1988, Apple's total annual revenue was 2.661 billion US dollars, compared with 1.901 billion US dollars in 1987, an increase of 39.9%. Net profit for the year was US$218 million, an increase of 41.5% compared to US$154 million in 1987.

At the same time, Apple's market share also increased from 9.3% in 1987 to 12.1%.

Apple's dazzling annual financial data has reassured many investors, and the other five companies have also taken corresponding measures under the influence of Apple.

In an interview with The Wall Street Journal on Saturday, James Raybold also publicly expressed his support, saying that Westeros is still optimistic about the prospects of these technology companies, and it is only for the needs of the company's development that it has to take measures to reduce its holdings .

However, when asked by the "Wall Street Journal" reporter where the cash from Westeros will go, James Raybold did not give a clear answer.

This kind of evasiveness immediately caused a lot of media speculation, and began to further chase the insider.

New Monday.

Among the discussions in many media around the announcement of the reduction of Westeros Company, an article on the front page of the "Wall Street Journal" immediately attracted everyone's attention.

"Beware, there's going to be a big move in Westeros! 》

"At this year's joking Golden Globes, Daenerys Entertainment's series of outstanding films last year won only two awards for Best Director for Dead Poets Society and Best Supporting Actress for "Steel Magnolia." "

"I have no intention to discuss the intense controversy caused by the 46th Golden Globe Awards. I am more curious about how much money Daenerys Entertainment made last year?"

"As a private company, Daenerys Entertainment has no obligation to publish financial reports. However, we can make a rough estimate based on public data."

"According to industry sources, Daenerys Entertainment and the abc network have reopened negotiations for a second season of 'Who Will Be a Millionaire' as Daenerys Entertainment has moved from this phenomenal puzzle-type reality The revenue from the show goes way beyond the abc network."

"It is rumored that the pre-tax profit scale of the first season of 'Who Will Be a Millionaire' alone will reach a staggering $250 million!"

“Furthermore, Daenerys Entertainment TV’s reality shows like Survivor, Big Brother and The Beverly Wife last year have also been lucrative for the company.” "Lee Meets Sally", "Pulp Fiction", "Instinct" and many other blockbuster films have made Daenerys Entertainment a lot of money."

"The domestic and overseas box office and videotape releases of films such as Dead Poets Society and Rain Man will not contribute to Daenerys Entertainment's profits this year and next."

"However, even if you only calculate the income obtained by Daenerys Entertainment from the film, television and other business fields in 1988, minus the company's various expenses, debts due and taxes payable, the final net profit scale, Still no less than $200 million.”

"Many people may have begun to wonder, why do I want to talk about this?"

"Because this is the most critical basis for the conclusion of this paper."

"It's just that Daenerys Entertainment made $200 million for Simon Westeros last year, and the series of technology stocks invested by Westeros Company also received very substantial dividends throughout the year. In this way, Simon Westeros is clearly not short of money."

"However, Simon Westeros's recent series of big investments has been financed by bank loans."

"According to the investigation, in recent months, Simon Westeros first obtained a loan of 200 million US dollars from the French Lyon credit, rumored to be used for European real estate investment (failure, but, who knows, this is Westeros) Then, Daenerys Entertainment took a stake in Blockbuster, Melisandre acquired Gucci, and Simon Westeros once again raised $250 million from Citibank.”

"Two new debts, and excluding a small number of paid installments, Simon Westeros' personal debt remains close to $900 million."

"Such a huge debt scale obviously means huge interest expenses. Even if Simon Westeros has enough strength to repay, it is obviously not a wise move to rashly increase personal debt when he has sufficient funds."

"Is Simon Westeros an unwise man?"

"The answer is obvious."

"So, here comes the problem."

"Daenerys Entertainment has hoarded a lot of cash, and Westeros has begun to cash out technology stocks held by Westeros, and even sell stocks with great growth potential like Apple. But in the company In foreign investment behavior, we still continue to choose loans.”

"So, what exactly does Simon Westeros want to do when he keeps accumulating cash?"

"I can't help thinking that in 1987, "Lola Run" continued to boom at the box office, and Simon Westeros, who held all the copyrights of the film except the North American local theatrical distribution rights, did not choose to seriously manage the film, but hurriedly Low price."

"It is said that the follow-up copyrights only brought in 80 million US dollars for Simon Westeros. Warner Bros. obtained 35 million US dollars for overseas distribution rights, of which only 200 million US dollars at the overseas box office allowed Warner to double the income. , Simon Westeros' sell-out is stupid."

"However."

"Everyone knows what happened next."

"What Simon Westerose is doing now is very similar to what he was doing two years ago."

"At the same time, in Japan, on the other side of the ocean, the Nikkei 225 index has exceeded the 31,000-point mark, an increase of 138% in just three years. The performance of the Japanese stock market at this time is exactly the same as the madness of the North American stock market in 1987."

"The author boldly guesses that the next target of Simon Westeros is Japan."

"Even when this article was published, Simon Westeros may have already started his own layout of the Japanese stock market."

"Finally, let's wait and see."

The most immediate consequence of the publication of the "Wall Street Journal" front-page article was to successfully divert most people's attention from Westeros' reduction in technology stocks. At the opening of the day, the North American stock market technology sector did not experience the sharp decline that many investors worried about.

Apple's stock rose 1.7% on Monday's session, supported by strong earnings results released on Saturday.

On the other hand, the view expressed in the Wall Street Journal article is clearly that Simon Westeros is shorting the Japanese stock market, and most people obviously share this view. Simon, however, is actually long.

Because of the time difference, when the article was published, it was already Monday night in Tokyo, and it temporarily escaped disaster.

However, if this view is allowed to spread, it is not difficult to imagine that Simon's already established long position in Nikkei 225 futures will usher in a huge loss tomorrow.

Simon even thinks that this article is likely to be secretly promoted by some hedge funds shorting the Japanese stock market.

After the short-term decline in 1987, it continued to soar for more than a year. The bubble component of the Japanese stock market has far exceeded that of North America at the beginning, and a large number of short-selling forces have already entered the market.

Although he doesn't have a favorable impression of Japan in his bones, out of his own interests, Simon can't be the "straw that breaks the camel's back".

Shorts make money and don't share their benefits.

Therefore, after discussing urgently with James Raybold on the phone, in the afternoon, several mainstream evening newspapers in North America published some insider information: Simon Westeros has indeed entered the Japanese stock market, but not shorting, but doing many.

To Simon's surprise, in addition to the arrangement between him and Raybould, a well-known analyst of Lehman Brothers also said in an interview on a financial talk show on CNN that afternoon that according to reliable sources, West Lowe is indeed doing more.

Obviously, the news of Simon's previous entry has long been leaked.

Before, everyone just followed Simon quietly and 'entered the village', and even actively limited the spread of news. Without this unpredictable article in The Wall Street Journal, some people would have been following Simon's muffled riches.

However, plans can never keep up with changes.

At this critical moment, those who also placed heavy bets on the bulls may be worried that Simon’s reaction is too slow, and can only jump out to help him ‘clarify’.

Lehman.

Simon could only smile bitterly when he heard the news.

After those incidents, Simon never had contact with Lehman Brothers again, but he witnessed Simon's miraculous operation of stock index futures in 1987. Lehman Brothers obviously

He never gave up trying to get some more opportunities out of him.

When the trouble reaches this level, there is no need to hide things.

James Leibold simply contacted the nbc financial channel, and was interviewed that evening, and publicly stated that 'Westeros is still very optimistic about the growth potential of the Japanese stock market', which is equivalent to officially acknowledging the fact that Westeros is going long. .

In Japan, after the "Wall Street Journal" article was published, all circles of Japanese politics and business were affected.

In fact, the negative comments on the Japanese stock market have never stopped. The Japanese government is of course aware of the serious bubbles in its own stock market. For more than a year after the 87th stock market disaster, it has been introducing various policies to limit the blind growth of the stock market.

If other media and individuals are bad-mouthing, the Japanese government will only choose to ignore or routinely refute based on the influence of the other party.

However.

Simon Westeros.

Although the "Wall Street Journal" article predicts that Simon Westeros can use only hundreds of millions of dollars, it is completely insignificant in the face of the huge volume of the Japanese stock market. However, whether it is the entertainment industry or the financial industry, what Simon Westeros has done in recent years can only be described as "miracle".

This strange and strange demon star that suddenly rises is really making people dare not be careless.

At the emergency meeting of the Japanese authorities, some officials even began to ask major consortia to prepare funds to take rescue measures.

In this way, after a few hours, the situation suddenly reversed.

Simon Westeros isn't shorting the Japanese stock market, he's going long.

Overjoyed.

After suffering all night, a group of Japanese political and business tycoons with dark circles watched the interview and report of Westeros President James Raybold through live TV, and finally breathed a sigh of relief.

However, it seems that something more could be done.

Since Simon Westeros is optimistic about the Japanese stock market, there must be many benefits to win over at this time.

Tokyo is only an hour ahead of Melbourne.

Monday night was still an eight-hour night shoot. Simon had just woken up in the morning when Jennifer told him that the Japanese ambassador to Melbourne arrived at the Kendall Hotel before eight o’clock and had been waiting in the restaurant, hoping to talk to him talk.

Simon understands that the Japanese simply hope that he can make a public statement in person, which is not a problem. Anyway, it is necessary to turn when the bulls turn to the shorts.

Going downstairs to the restaurant, in addition to self-introduction of the Japanese ambassador to Melbourne named Takagi Tsutomu, there are two other people, a man and a woman. The middle-aged man is a reporter from Japan's "Asahi Shimbun". He looks beautiful and his teeth are unexpectedly very strange when he smiles. The neat girl is the translator, named Kosugi Yoko.

Simon actually knows some Japanese that can satisfy daily conversations, but Takagi Tsutomu and the reporter from the Asahi Shimbun with a somewhat uncommon surname are very fluent in English, and Simon communicates directly with them in English.

So, the translator named Yoko Kosugi seemed a bit redundant, but the girl took the initiative to sit next to Simon while everyone had breakfast together, looking very attentive.

During the meal, I briefly answered a few questions from the "Asahi Shimbun" reporter, and finally took a photo with Takagi Maki, which was obviously used as a picture for the interview article, which is probably the most important.

Then, when Tsutomu Takagi left, he naturally suggested that Miss Kosugi could stay and help Simon take care of daily trivial matters. He also said that the girl is actually a Japanese student at the University of Melbourne. If Simon wants to, he can take this as a work-study opportunity for the girl.

Simon had some doubts before. The Japanese have always been very polite, and this time they obviously asked for themselves. It was too abnormal to come empty-handed.

It turned out to be a 'gift'.

However, although Jennifer beside her looked as if nothing had happened, this 'gift' obviously still couldn't be accepted.

Rejecting the Japanese's kindness, Janet's eldest brother, Anthony Johnston, called and invited Simon to Johnston's house for lunch at noon, and Simon agreed directly.

Now that the news has been released, these things cannot be avoided.

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