Omniscient Investment Point - Chapter 255
Only Noblemtl
255. Whip and Carrot – 1
(1)
The 1.5 trillion here wasn’t cash.
Taking over the loan received by Suwon ENC.
– The original loan was well over 2 trillion won, but I think it was paid off by selling golf courses and valuable subsidiaries. However, the value of the real estate we still own is over 4 trillion won, so depending on how we utilize it, I think we will be able to turn a profit faster.
Kim Kyung-jin hung up the phone after speaking with the same expression on his face.
I went to see Kyungsoo Kim to tell him this news.
“Really? Wow, you’re going too far. You have a younger sibling, and you called and told me first?”
“It means that a debt collector is more important than your own younger sibling.”
“Huh? You lent money to your brother? You’re not talking about the money you invested in Good Day Cam, are you?”
“No. If Good Day embraces Su-seong ENC, it means they are conscious of us, who were the original creditors.”
“ah······.”
In fact, approximately 100 billion won of Suwon ENC’s PF was tied up in JTS Securities.
Perhaps the interest would have to be forgiven to some extent, but it would be better than not receiving it at all.
Of course, Kim Kyung-jin also needs to get along well with me later, if only to get the interest forgiven.
“By the way, I’m so glad things have turned out this way. Now, I think the Jeju Island issue can be resolved, right?”
“Huh? I see.”
Kyungsoo Kim liked it, but I was happy too.
‘Is the 100-day life extension finally happening?’
As I waited for a long time, I thought I would be able to enjoy it sweetly.
The same goes for the rest of the time.
Continuing from the day before, I thoroughly inspected the hotel’s construction.
“It went up much faster than expected?”
“That’s right. I said next year at the latest, but in reality, it’s certain to be completed by the end of this year. That is, unless it’s eco-friendly electricity.”
“Green power?”
“Yes. Our hotel plans to run on 100% green energy.”
I was a little surprised when I heard Kim Kyung-soo’s plan.
Does this mean that the hotel, which is not a manufacturing business, will implement RE 100?
“Does your child have any sense?”
“Rather than conceptually, in the long run, that’s a way to save more money.”
“Oh, really?”
“Yes. There will be national support, and there will be separate support from the provinces and cities, and above all, Saemangeum has a lot of sunlight.”
“That’s right.”
Insolation refers to the amount of sunlight shining on the surface of the earth.
Saemangeum is known as the birthplace of domestic solar energy because of its uniquely high amount.
“Not only that, we can also harness the wind energy from the sea in front of Saemangeum. Solar power before and after the summer, and wind power before and after the winter. That’s our goal.”
“I see. You are a true eco-friendly pioneer.”
“That’s about it, what is it? Hahaha.”
Kim Kyung-soo with a pleasant smile.
The time is June.
The sun was shining down from the sky.
‘It’s going to be particularly hot this year.’
Was that why?
The future of Good Day Hotel, which supplies electricity based on solar energy, seemed very bright.
(2)
“It’s really hot today.”
As soon as he gets in the car, Kwak Hyun-woo starts the engine, sweating profusely.
“That’s right. Is it because it’s Saemangeum?”
“Rather, it’s because our country is gradually turning into a subtropical region. This year, the apple harvest may be a failure again.”
“Damn, come to think of it, I’ll be getting another golden apple next year too.”
It’s not that it’s hard to make a living, but I come from a poor family.
Maybe that’s why I was sensitive to the prices around me.
Needless to say, Kang Hyun-ji, who grew up in an orphanage, was also close to being a stingy person.
– Phew, apples are so expensive, so I just bought ugly apples.
The reason apples are as expensive as gold is because they are greatly affected by the weather.
As the car starts to move, Kwak Hyun-woo talks about the content like a scholar.
“Climate change has been a threat to apples for a long time. My parents are from Daegu, and apple cultivation has recently decreased significantly in Daegu and Gyeongbuk.”
“okay?”
“Yes, the cooler regions where apples are grown are moving higher due to global warming. So the area of apple cultivation in Gangwon Province is increasing, but it is expected that this will move to North Korea over time.”
“nice······.”
Should we ever import and eat apples from North Korea?
Then, prices may fall again······.
“On the other hand, the amount of sunlight will increase.”
“Huh? I thought about that too when you two were talking earlier.”
I chuckled.
These days, Kwak Hyun-woo seems to be good at distinguishing when to step forward and when not to.
Especially after he became my chief of staff, he rarely opens his mouth when I talk to someone.
I knew that we could talk comfortably without revealing our presence.
“Wouldn’t the analysis that our country’s solar energy efficiency would be low because of the limited amount of sunlight turn out to be wrong someday?”
“Well, maybe. But I don’t think it would be a good thing.”
“Yes. It’s too hot. Because it’s hot, we turn on the air conditioner, which then leads to air pollution, and then we bring back the subtropical weather.”
“Hahaha, what are you studying about eco-friendliness these days?”
“Isn’t that obvious? I listened to RE 100 last time and dug into it all weekend.”
“I see.”
“In that sense, issuing token securities related to RE 100 seems like an excellent choice. In my personal opinion, it has a 100% success rate.”
“Yeah, I think I’ll be okay.”
Now, RE 100 is not an option, it is a must.
I haven’t felt it on my skin yet, but I thought that its effectiveness would be known soon.
In fact, as soon as it came up, several related articles appeared.
『Meteor Electronic Emergency! Super ALMS Requests Power Supply Plan for the Next 10 Years!』
I opened my eyes wide.
The sternness of ALMS that I felt.
The companies that buy my equipment should also join RE100.
If you don’t join, we won’t sell you any gear.
It was as if he was spitting out something like this.
‘This is seriously a big deal.’
I had heard it before, but I never thought it would come to my skin like this.
Immediately, he called Tak Jun-seok.
“Have you seen the article?”
“What kind?”
“RE 100, ALMS, Meteor Electronics.”
“Oh, that? It’s not just Yoo Sung Electronics that’s having problems. The top two semiconductor companies in Korea, as well as POSTECH and Daehyun Motors, are also in trouble.”
“Then what is the direction of the stock price?”
We are no longer a little-known financial investment company.
Perhaps the most influential investment firm for individual investors, so it couldn’t help but include large cap stocks.
This is because it could easily have given the impression that it only deals with theme stocks and miscellaneous stocks.
“Let’s go to supply and demand right now. There are too many good news from the new government. But at some point, they’ll start withdrawing money from abroad.”
“hmm······.”
“Why? Do you think it will come sooner?”
“You should come faster.”
“what?”
“Why wait until you get beaten up by foreigners? We should step forward and send a shareholder letter instead.”
“haha······.”
For once, a look of confusion is visible on Tak Jun-seok’s face.
That would be the case, as this could easily offend the conglomerate group.
But there was something he overlooked.
It was highly likely that the conglomerate groups already viewed us as a thorn in their side.
I reminded him of the contents.
“Don’t you remember? It’s the revision of the Commercial Act. I am the vice-chairman of the Shareholders’ Rights Protection Committee, and I will pressure you to pass it during this extraordinary session of the National Assembly.”
“Ah, right. We’ve already been caught, right?”
“It would be better if you expressed it the other way around. We voted for the conglomerates. If they don’t change, they will collapse later. Furthermore, the country’s future driving force could be drastically reduced.”
I used to only look at the near future, but now I started talking about the distant future.
It is an expression that proves that one is confident that one will live a long life.
“Okay, I got it. Then, I should send the shareholder letter and let the press know, right?”
“It might be better to notify the press first, and if that doesn’t work, send a letter to shareholders.”
“Yeah, yeah. Phew, if you’re going to work under our CEO, cardio training is a must, it’s a must. Hehehe.”
Tak Jun-seok says things like that, but he always does what he has to do.
The next day, JTS’s threat(?) appeared in the economic newspaper.
『JTS is putting pressure on domestic manufacturers by bending the arm inward』
『Yoo Sung Electronics, unable to cover DRAM deficit, suffers double from pressure from financial investment firms』
Am I becoming more and more of a pervert?
Article titles like this just make me chuckle.
‘They are turning the conglomerates into enemies and dividing us from those who support them.’
In fact, there are now people starting to leave comments criticizing us.
No, there were quite a few.
– Which country’s investment company is JTS?
– Who doesn’t know that eco-friendly things are good? But there’s something called speed control.
N Yeah, what good is it for our economy to put pressure on Yoo Sung Electronics, which isn’t even making much money right now?
ㄴ The KOSPI mood is finally getting better, but they’re hitting the bullseye, hitting the bullseye.
– I will not be investing money in funds run by JTS in the future.
n I’m going to withdraw the money I already put in.
I asked Kwak Hyun-woo, who was watching with me.
“Have there been a lot of fund cancellations?”
“Not yet.”
“If there are a lot of them, don’t miss them and report them.”
“Yes, I will. But I don’t think there will be many. If you look at the comments here, you can see that they are refuting all of these people’s logic.”
That’s actually the case.
– The internal reserves of Yoo Sung Electronics, which is currently in the red, exceed 100 trillion won.
ㄴ However, it does not mean that they are good at returning dividends to shareholders or managing their stock prices well.
ㄴ The current KOSPI sentiment is that it is rising under government leadership, so now is the perfect time to prepare for the future.
– Why does ESG exist? Isn’t it because our country’s conglomerates are not good at it that they have been ignored by foreigners so far?
– I personally didn’t like JTS because it felt too new, but I’m going to start putting my money in it from now on.
N 22222
“At this point, aren’t there a lot of concepts loaded?”
“That’s right.”
“Just push on. The trend is moving in that direction, so there’s no reason to stop.”
“Okay then. Hahaha.”
Anyway, the reason I was asked to report was for confirmation purposes.
Without even knowing it, Kwak Hyun-woo pushes ahead.
“Oh, should we have another press conference?”
“Huh? Hey, that’s a bit······. The media doesn’t really like our company these days.”
“That’s why we have to do it. Or, let’s go with a meeting format.”
“What do you mean, after you’ve had a little fun, let’s talk things through?”
“yes.”
“Okay, I’ll get on with it soon.”
So, I called the press conference to Ocheon, Chungcheong Province, where Good Day Cam is located.
That day, he specially asked Chef Jeong Pyeong-ho to cook a delicious meal, and he said this to the reporters who enjoyed the food and drank alcohol.
“Reporters, let’s be honest. RE 100, isn’t this the path we have to take someday?”
They were reporters who were sensitive to information.
It’s not like I didn’t study.
He knows what I mean, so an awkward look crosses his face.
This is enough.
Since I couldn’t openly take our company’s side, I raised my glass and shouted again.
“If you could just create a little atmosphere for the major listed companies in Korea to move a little, I would do my best to help them. I am already preparing to do so.”
I used the whip first, but today it’s the carrot.
This was my strategy.