Omniscient Investment Point - Chapter 259



Only Noblemtl

259. Whip and Carrot – 5

(1)

The reason why Na Bok-chun mentioned ‘greater profits’ is, of course, because of the value of my name and that of JTS Partners.

Currently, I am called the God of Investment in the stock market, and JTS Partners is known as a financial investment company that guarantees high returns.

A place like that bought Daehyun Mobis for a lot of money?

Perhaps as soon as the news spread, the aftermath was no joke.

In a good way, of course.

‘But what I’m saying is that we managed the National Pension Fund very well.’

At that time, the amount of money entrusted by the National Pension Service was 200 billion won.

Na Bok-chun suddenly contacted me and told me to figure it out without asking any questions.

I invested the money in a diversified manner, putting some of it in Neo Open and the rest in Daehyun Technology, like a seed sprouting.

Naturally, both were huge hits.

The former was on a roll and preparing to list on the Japanese stock market, while the latter was fully on board with its newly-empowered robotics theme.

In fact, the most notable items last year were robotics and defense, and Daehyun Technology has both.

How could it not be ‘a hit’?

As of now, Daehyun Technology’s return rate is 128%, but the market is evaluating that there is still room for growth.

‘Honestly, that’s just a joke.’

The yield of Neo Open is so low that it is hard to tell at 128%.

It was basically unlisted.

So it wasn’t easy to properly evaluate its value.

This will only be noticeable when it is listed on the Japanese stock market later, but the prevailing internal expectation is that it will reach at least Tenbagger.

Naturally, the National Pension Service, which invested 200 billion won, would have earned a return in the trillions of won just by combining these two companies.

“Oh, it’s late, but I just wanted to say thank you.”

“Thank you?”

“Oh my, look at my mind. Didn’t I give you my business card?”

Na Bok-chun takes out his wallet from his pocket one by one.

Then he handed me a business card.

“uh?”

I accepted it and opened my eyes.

“Are you grateful?”

“That’s what happened.”

You might ask, what’s so great about being the National Pension Service auditor? But in reality, it’s an incredibly important position.

Because he was the second in command right after the chairman.

“Congratulations. Hahaha.”

“Hey, no.”

In particular, the chairman and auditor of the National Pension Service are directly appointed by the president.

“I have to show myself better from now on.”

“What are you talking about? I have to look good to the CEO.”

This gentleman will be in charge of the overall operations of the National Pension Service, financial accounting, fund management, and auditing.

In other words, if the chairman was the face of the company, the auditor could be said to be the most powerful person within the company.

‘I think I know why this guy came out today.’

Now that Na Bok-chun has risen to the position of Chairman of the National Pension Service, will he be able to achieve everything he wants to achieve within the organization?

For that reason, this investment seemed like the biggest challenge in its own right, and it was only natural that I had to take on the task myself.

‘We help each other.’

Since I’ve taken the initiative myself, I hope I can make a lot of profit.

(2)

After returning to the company, I called Choi Soo-ri and told her what I had agreed to with Na Bok-chun.

“Oh, so then we just need to form a working-level team and meet with the National Pension Service?”

“Yes. We have to write a contract.”

That came first in order to push for a block deal.

However, since I met with the National Pension Service auditor and reached a verbal agreement, things progressed quickly.

“Originally, it was okay to announce block deals on the trading day, but since it is a national pension, they say it needs to be announced in advance.”

“okay.”

It seemed like there would be a lot of news breaking in the future.

As expected,

『JTS Partners and National Pension Service, a surprise block deal for Daehyun Mobis shares?』

『Why did JTS acquire Daehyun Mobis shares?』

When I looked at it, the media started picking titles that seemed to surprise them more than the public.

But the market was several times more surprised.

On the day this news broke, Daehyun Mobis’ stock price suddenly began to soar.

The comments were no joke.

– What is this?

– No, what happened?

– Godjang is investing in Daehyun Mobis?

– If it’s a block deal, how big is it?

Since there seemed to be a lot of questions, I kindly went to the press conference.

Of course, this was after informing the National Pension Service and Daehyun Motors, and he said this with the intention of answering reporters’ questions honestly that evening.

“I will tell you everything except what was privately agreed upon between the National Pension Service and Daehyun Motors. Feel free to ask questions.”

Questions came pouring in like a flood.

“I am a reporter for the Hangang Economic Daily. How should I interpret the acquisition of shares in Daehyun Mobis?”

“It’s true. We are investing in the future of Daewoo Mobis.”

“Is there no other meaning to it?”

“What does it mean?”

These days, there aren’t any reporters I really like.

Leave no room for damage.

It means that I don’t want to be cursed at or take responsibility.

At least Lim Hong-cheol was different.

“This is Hong-cheol Lim from Financial Story. Is Daehyun Mobis planning to convert to a holding company?”

Even though it was a rigged game of Go-Stop, he intended to take responsibility for what he said.

I nodded.

“That’s what I know.”

“Then, can we assume that this was proposed directly by Daehyun Motors?”

“Of course. I met with the respected Chairman Park Hee-sun and heard her vision. I also confirmed Daehyun Motors’ will to solve ESG. Finally, I was asked to become the white knight of Daehyun Mobis. I agreed and contacted the National Pension Service.”

There were some hidden details, but it was all true.

The reporters were naturally surprised and started gossiping among themselves.

“What’s going on here?”

“Right. Shouldn’t you check with Daehyuncha?”

“Hey, there’s no way that CEO Jang would lie?”

“Even so, isn’t that the case? Wasn’t JTS on the anti-chaebol side?”

I was writing a novel.

I’ve never said anything like that.

“Are there any further questions?”

Someone else raised their hand.

“What did the national pension say?”

“I said I was looking forward to it.”

“What about expectations?”

“It’s the rate of return.”

I also answer like that to people who ask questions like Twenty Questions.

‘Oh, you guys, that’s why they’re called rags.’

As time passed, it remained the same.

I continued to be reluctant to ask questions directly.

Was it frustrating?

Lim Hong-cheol has stepped forward again.

“How much do you plan to block deal?”

“It’s 4.25%.”

Once again, the room was in turmoil.

‘No, why aren’t you asking this?’

They were either fools or cowards.

But I can’t just whip them, so I explained the details as if I was giving them a carrot.

“It’s worth 1.3 trillion won. It went up sharply at the end today, but it’s still slightly over 1.1 trillion won at 4.25%. In other words, most block deals are discounted transactions, but we believe in the future value of Daewoo Mobis and have added a bit more premium.”

As I was talking, I felt that, contrary to my intention, I was actually a person who stimulated other people’s desire to invest.

Buying block deals that are mostly discounted deals at a premium price?

That too, JTS Partners, the most successful financial investment company these days······.

‘Isn’t this going to really hit the mark starting tomorrow?’

Actually, there was a adjustment period recently.

Not just Daehyun Mobis, but the market as a whole.

The stock market cannot always go up, so market participants will start taking profits as soon as a single excuse is presented.

It was the same this time too.

The rate of inflation, which felt like a murderous rise with an apple costing over ten thousand won, seemed like something the government probably couldn’t control.

As prices rise, expectations of interest rate cuts are bound to be dashed.

And in an era of high interest rates, stock price increases were bound to be limited.

“Then, how far do you see Daehyun Mobis’ growth going?”

As I briefly went through the stream of consciousness, another foolish question came to me.

No matter how kind you are, do you really have to answer such a stupid question in detail?

“Daehyun Mobis will become the holding company of Daehyun Motor Group. Will this be the answer?”

He didn’t look very satisfied.

It can’t be helped.

It seems like you want to know the stock price or market capitalization.

‘Then, is that what you were asking?’

Fortunately, a brave man finally appeared.

“This is Jonathan from the Capital Economic Daily. Daehyun Mobis’ current market capitalization is 26 trillion won. If it becomes a holding company, how far will it go?”

“As far as I know, the highest ever was 45 trillion. Shouldn’t it be easy to get there?”

“······!”

Ask and be surprised. From 26 trillion to 45 trillion, it’s almost double.

“So again, I don’t think I made that much of a block deal. Of course, the market will be the judge.”

From this point on, some more courageous questions arise.

“You mentioned up to Article 45, but how long do you think the period will be?”

“Stocks are like the Miss Korea contest. Once people start to notice them, they start to receive investment. If they are undervalued stocks, they are not just value stocks, they should be classified as growth stocks. If they are value stocks? I am looking at them for a month.”

“······!”

It seemed like he realized that the more specific the questions I asked, the more specific my answers would become.

Now, they even ask counter questions.

“It is difficult for holding companies to avoid discounts. Isn’t 45 trillion too much?”

“I welcome that question. However, I think Daehyun Mobis is not just a holding company. It is a company that operates a business. It is also a powertrain parts company. In particular, it has a bright future in the electric vehicle sector.”

“······.”

“As you reporters know, I am a person who is serious about the environment. No wonder I decided to acquire Magnetic, a Japanese electric car parts company.”

Reporters were slowly nodding their heads one after another.

That’s why past actions are important.

“Unlisted companies are also investing in Eco & F, and are also pursuing a NASDAQ listing. In Block 7, they are more excited about hydrogen reserves than oil or gas resources.”

I’m also trying to defend myself in advance, in case I’m asked later why I invested in fossil fuels.

“The conclusion is that we at JTS Partners will invest primarily in ESG. In other words, we will invest based on how environmentally friendly a company is, how positively it affects our society, and how transparent its governance structure is. In that sense, I hope that members of the National Assembly in the upcoming extraordinary session will participate in revising the Commercial Act.”

The last one was turned around and broken.

Because the National Assembly’s recent movements have been unusual, I’ve heard that they are lukewarm about revising the Commercial Act.

This is, of course, a whip.

‘I’m glad I did the interview today.’

And the next day, the heavy Daehyun Mobis started at the upper limit and did not slip even once until the end.

‘It turns out that I ended up acquiring Daewoo Mobis’ shares at a cheaper price.’

From now on, I need to start managing my facial expressions.