Seeing Chu Jungui's unchanging expression, the girl said, "You don't think I have nothing to do every day, do you?"
"Oh, what do you do?"
"I haven't thought about it yet. My family wants me to inherit some property, but I don't like it. I want to do something I like."
"for example?"
"Investment, I've been very interested in Lightyear's projects recently."
Chu Jungui said calmly, "You have a wide range of interests."
The girl said: "I know that this project itself has big problems, but after a series of packaging, its problems are not that big. And at this time, its real advantages appear. This is a company that will wage war. company of."
"War is not a good thing."
The girl said: "We have always opposed war, but has the war ever stopped? Regarding Light Year, I think what needs to be concerned about is whether it can win."
"It seems... makes sense."
"Since you are also reading its report, can you tell me your opinion?"
To be honest, Chu Jungui, what can he think of his army? He has always been passively responding to external situations. The so-called development strategy is nothing more than having more people and more guns; when it comes to the long-term goal, it is to survive on Planet 4.
However, after Chu Jungui systematically studied relevant knowledge, he already knew that the capital market has its own set of rhetorical methods. If you want to integrate into this market, it is very important and necessary to master this set of rhetorical methods.
So he adjusted his vocabulary and said: "Actually, I think this company is very simple. Its development strategy is to acquire and control as many core resources as possible in order to win in an increasingly fierce competitive environment. Of course, its primary goal now It is to consolidate its market position.”
The girl thought thoughtfully, "So that's the case, it makes sense. I didn't think about it as clearly as you. I originally thought that its goal should be to win the war."
"War always means risks, and you may win or lose. The consequences of losing are not generally serious, so war should be avoided as much as possible. Besides, isn't there an ancient wisdom? Gamblers are always It’s not as profitable as a casino. So I think it’s good to sell starships in light years.”
"Wouldn't it just turn into a shipyard?" The girl looked a little disappointed.
“In fact, the focus of this project is not what Lightyear does, but whether it can pay back the money.”
"Oh?" The girl listened attentively.
Chu Jungui shook his head secretly, but still explained patiently: "I think the market's judgment on Lightyear's repayment ability is biased and it should be seriously underestimated, so its bond price should still have a lot of room to rise."
“Will yields go down a point?”
"I think 2 points or more." Chu Jungui actually wanted to say 5 points. In that case, the yield of Lightyear Bonds would be less than 4%, but this is already the return of the top bonds.
The girl was already very surprised and said: "You are so confident... maybe we can cooperate?"
Without waiting for Chu Jungui to answer, the girl said to the communication channel: "Shen, come to the restaurant where I have breakfast."
After giving the instructions, the girl looked at Chu Jungui and said, "Sorry, I should ask for your permission first. Shen is the family's senior investment manager, and now he is helping me handle some investment business."
"It doesn't matter. I'm willing to talk to him. But it might not take long."
"Thank you very much." The girl smiled.
After a while, a young man with a mixed-race face hurried over and said, "I'm really sorry. I just had an argument with the waiter at the door of the restaurant. They had to give me your detailed information before they would let me in."
The girl nodded and said, "This is Mr. Chu. He has very unique insights into the research of the Lightyear project. You can discuss it. I want to expand investment in this project."
Shen sat down next to the girl, glanced at Chu Jungui, and said with a smile: "Mr. Chu is able to pay attention to the Lightyear project, and his vision is really unique. But to be honest, among the many types of asset pools, Lightyear is just It's quite an ordinary one. What's special about it is its business. The lady likes it because of its business, not because of anything special about its bonds. If you analyze it carefully, I'm afraid you will draw some unpleasant conclusions. . Of course, most people in the market are actually not very professional, and it is normal not to see it. From another perspective, a risk is just a risk when it does not explode, so we actually don’t need to pay too much attention to its fundamentals. Under normal circumstances, it generally won’t be a problem during this time period.”
Shen raised his head slightly and showed a see-through smile: "Knowing the problem and choosing to ignore it is the same as not knowing the problem at all, but they are actually two different things, aren't they?"
The girl vaguely felt that something was wrong with the taste, and she felt a little unhappy.
Shen looked at Chu Jungui's young and flawless face, and then looked at the seat by the window where he was sitting, feeling anger slowly growing in his heart. He had spent a lot of effort to enter this restaurant, but how could this guy with no hair in front of him get in and sit in the best seat?
Chu Jungui also felt Shen's inexplicable hostility, but because the guy in front of him was far from being a threat, the hostility was automatically ignored by Chu Jungui. Therefore, instead of being angry, Chu Jungui asked seriously: "What's the problem with Light Years?"
Shen perked up and said proudly: "I have been studying Light Years for two full days. You must know that the asset portfolio I cover has more than 500 of the highest quality securities. It is very rare to be able to give it two days. In this No one in the market knows Light Years better than me.”
Next, Shen's talk gradually turned into a eloquent talk, and he made a eloquent analysis of the environment, history, challenges and opportunities of Light Year.
Chu Jungui listened carefully. This was the first time I heard an evaluation of my own legion from others, and it was a rare experience. The girl originally seemed very displeased, but Chu Jungui's reaction was beyond her expectation. She just sat quietly, looked at Chu Jungui, and listened to the conversation attentively.
Shen was talking with great interest, but Chu Jungui began to feel that continuing to listen was just a waste of time. He looked at the time and said: "Mr. Shen, your insights just now are very insightful. However, my time is limited, and there are still 5 minutes left. Can you briefly talk about the light year itself? I just heard you analyze a lot, but it seems It doesn’t talk about light years itself.”
Shen opened his mouth, and his smile instantly became a little awkward.
When Chu Jun came back to see you, he stood up and said, "Thank you for sharing, I'll leave first."
The girl also stood up and said, "I'm Serena, keep in touch."
"Okay." Chu Jungui nodded and left the restaurant.
When Chu Jungui disappeared, Shen Cai said angrily: "Are all unlearned and unskilled guys so arrogant these days?"
"He never said a word from the beginning to the end, why do you say he is unlearned and incompetent?" The girl's dissatisfaction finally broke out.
