Rise of the Wasteland Chapter 1309: How about this kind of operation?
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The Peninsula Hotel, Hong Kong.
Yoshida from Nomura Securities of Japan is having afternoon tea on the balcony of the sea view room. He silently watches the sea water of Victoria Harbor, but his thoughts are divergent, thinking about many and many events.
The rabbit family is engaged in the "Western Development", and it has been effective for many years, but it has not been satisfactory. In recent years, they have engaged in the “Belt and Road” initiative, which seems to be unstoppable but also carries huge shackles, like a giant dancing with a chain.
Japan is extremely vigilant and opposed to the rabbit's Belt and Road Initiative. The reason is very simple. Japan is a maritime island country. All it has to do is use the ocean as much as possible. But in fact, if you open the world map, where is the center of the world?
It is Eurasia!
For a long time, Americans have been called scroungers. Why? Because the Americas are in a corner, far away from the center of civilization. If World War I and World War II had beaten Eurasia, the United States could not develop at all. At most, it was a large Saudi.
In the strong navy of the United States today, it is very difficult for the rabbit to compete with the ocean. But the rabbit has a huge advantage. The ancestors of the ancestors have left a unique geographical condition for the future generations-the best sites in Northeast Asia have been occupied by the Han people.
If Eurasia can be connected by land, there will be no American fart in future history. Why do Americans fiddle around in Central Asia and the Middle East? One of them does not want to see who can integrate the entire Eurasian continent.
And where is the center of Eurasia? Continue to look at the map in Xinjiang, the rabbit's home. Why is there a large airport in Wuxi, Xinjiang, where the economy is not well developed? It is because it is closest to any point in Europe and Asia.
The “Belt and Road” initiative is very grand, but it is also because of its great difficulty. Some difficulties are artificial, and some are brought about by the geographical environment. For example, the Sino-European train from Yiwu to London takes more than 12,000 kilometers, and it takes 18 days!
If you can use the aircraft, it will only take more than ten hours, but intercontinental flights require large aircraft, and the cost of large aircraft transportation is too expensive!
The ‘Western Development’ was extremely slow at that time because of the need to build a large number of railways. Large investments, long construction cycles, and complicated supporting facilities are not something that can be solved overnight.
In fact, Western countries are not interested in the Belt and Road Initiative, and Japan and the United States have always been confronting it. They all feel ‘Fuck forced, if such a difficult thing is done by the rabbit, and my way of life? ’
However, with the emergence of Singapore Airlines, the Japanese feel great pressure. Judging from the current popularity of the Zhonghua northwest to southeast route, those rabbits are really fearless and dare to think and do. The most important thing is that they really want to do it!
When Ichiro Sakamoto wandering in the northwest sent back the idea of shorting the shares of Singapore Airlines, the Japanese Cabinet attached great importance to it and made it feasible for the domestic financial community to investigate. If it can be destroyed, it must be destroyed.
After seeing Ichiro Sakamoto ’s report, Nomura Securities executives felt that there seemed to be a lot of oil in it. This is profitable and does not wake up early. Everyone sees the benefits before they rush out.
Several Japanese financial institutions want to organize groups to brush monsters. Yoshida from Nomura Securities is here to explore the way. To be honest, after roughly reading the listing information of Singapore Airlines, he also feels that this is a big fat sheep.
Singapore Airlines was recently split from China Southern Airlines, which was originally listed on Hong Kong stocks. After the split, Singapore Airlines retains the ability to raise funds in the Hong Kong stock market, which is still very beneficial to Singapore Airlines, which is extremely eager for big development.
Yoshida had an appointment with the executives of Cathay Securities in Hong Kong today, and would like to talk about the specific operation of borrowing short stocks. It's just that when both parties talk on the phone, the other party is not very optimistic about the prospect of shorting Singapore Airlines.
"Yoshida Sang, your idea is good, but mainland companies sometimes do not operate according to common sense. We can lend our SIA stock, but I do n’t think you can really short it. "
The communication on the phone made Yoshida very surprised. He again found all kinds of materials he had collected. After thinking about it, he did not understand that there was a mistake. He went to several other financial institutions and even paid for secret business intelligence obtained by certain investigative companies. result…….
"Singapore's restructuring suspension and resumption of trading, its asset information has changed many times. But it can still be profitable?" Yoshida is puzzled about this, "It's good not to lose money, how can there be profit ? "
Singapore Airlines seizes the freight market at ultra-low prices. It is not only profitable, but also extremely profitable. Yoshida has bank data from commercial spy spies. From a cash flow perspective, the daily gross profit of more than 100 large airliners of Singapore Airlines is more than 100 million.
How about this kind of operation? It's against the sky!
Not possible, this is absolutely impossible!
As a listed company actually discloses false data, it will be fined.
If the opponent is profitable, short selling is a joke. The annoyed Yoshida carefully studied the information obtained, and first of all determined that Singapore Airlines does not need to pay taxes, nor does it cost fuel, these are super preferential policies granted by the state.
"It is generous support!" Yoshida sighed. He knows that fuel costs account for about one-quarter to one-third of the operating costs of large passenger aircraft. The country bears this cost to suffer huge losses. "Sometimes I really envy the courage of the Chinese government, it is really ambitious!"
But even if the fuel is subsidized, you still have to lose money!
Yoshida continued to look for what he wanted in various reports, but he soon discovered another strange thing-in the operating reports disclosed by Singapore Airlines, there was no cost of depreciation of the body.
Hey ... this is not right!
Every company in the world will have equipment depreciation costs. How can Singapore Airlines not have them? This is not common sense!
What is this operation?
Yoshida was once again in doubt, and he had to call contacts everywhere, but no one in the entire financial industry could explain the problem. A huge fleet is equivalent to being used without spending money. Who would do such a silly thing?
Yoshida finally retrieved the top executives of Cathay Pacific who were willing to provide information to himself. The answer was ‘It ’s such a weird thing to grow a government. Now the financial industry is guessing, and there is no answer yet. ’
More than one hundred large passenger aircraft worth tens of billions of dollars. The annual depreciation during the entire operating period is more than a dozen or two billion dollars. You know, many big companies can't make more than a dozen or two billion dollars a year! Who counts the money?
The world's arms giant, the well-known Locke Sid Martin, sells arms and air. Without Lockheed Martin, the US military will no longer have to fight. But its annual sales volume of arms sales is more than 40 billion US dollars, and its profits are only several billion US dollars.
One year of depreciation on Singapore Airlines will kill Loma!
For this question, Singapore Airlines will not make any explanation or make any disclosure. And when all the vampires in the world feel baffled, the rabbit government said: Calculate the depreciation cost of Singapore Airlines on the annual public safety expenditure of nearly trillion RMB.
What? !
At the State Council ’s press conference, the spokesperson said publicly: "In the past, it was a loss to engage in agricultural and sideline businesses in the Northwest because of high logistics costs and low economic development. It is also because of this that a large number of Northwestern populations are outflowing The local separatist forces are rampant.
However, the low price policy of Singapore Airlines has opened up a new situation for the prosperity and stability of the entire northwest region. As the agricultural and sideline industries are once again profitable, and even profiteering, a large amount of inland investment and agricultural population have poured in.
The farmers in our country are the most hardworking in the world. To make a fortune, our farmers ran to Russia to plant land, to Africa to plant land, to South America to plant land. As long as we can make money, we are willing to go anywhere. There is no reason why we cannot go inside our country.
As long as population inflows and society is stable, the country ’s public safety expenditure will decline overall. It is very cost-effective to bear the operating expenses of Singapore Airlines in the long run. "
Once this statement was released, others were still lamenting that the rabbit government was really rich, but Ichiro Sakamoto, who had been at the rabbit ’s house for ten years, was shocked. The farmers of the rabbit family looked at each other honestly, but what did they do to make money Can do it all!
How did the ethnic minority of the rabbit family come from? It's not just that these seemingly weak peasants have become a minority!
Western countries have paid a huge price in order to disrupt the Zhonghua's northwest, but it is now cracked by an airline.
There is such an operation under the sun?