Omniscient Investment Point - Chapter 260



Only Noblemtl

260. Whip and Carrot – 6

(1)

As the media covered the strategic alliance between JTS Partners and Daewoo Motors Group, or the formation of a mid- to long-term partnership, the conglomerate was in a state of confusion.

How do you know this?

– I went to a meeting recently, and Chairman Cho reacted particularly sensitively.

I have a chaebol brother.

It was none other than the leader of Royal, Choi Young-min.

I asked him a question that I already knew the answer to, even though he had thrown me a piece of bait like this.

“Why me?”

– You’re neutralizing the conglomerates right now. That’s a really good strategy.

It’s a strategy to neutralize the conglomerates.

In other words, I am removing the obstacles that are putting pressure on the revision of the Commercial Act.

I answered with a snicker.

“Hey, this wasn’t planned.”

– Whatever, it’s a success. The conglomerates are panicking now.

“Your brother is also a tycoon.”

– That’s right. But I’m a tycoon with a lot of influence. And I tend to stick to the strong side. So, I’m going to slowly change my stance and try to stick to your side.

I laughed bitterly.

He was a very honest chaebol brother.

This guy even asks to see me.

– How about Royal Jamsil?

“Isn’t this too public? The reporters are already keeping a close eye on me.”

– Okay. See you there. I need to get some attention too.

I was about to ask what he meant, but then it suddenly occurred to me.

‘This gentleman also has the will to support the stock price?’

As everyone knows, the conglomerate that joined hands with me was Royal before Daehyun Motors.

Now that time has passed, it has been forgotten by the public.

“Okay, I understand.”

I realized that I wanted to focus my eyes and ears again.

– I’ve been really enjoying hamburgers lately.

“Yes, hahaha. Okay, then. While we’re at it, let’s have a Royal Burger.”

Eventually, after a while, I arrived at Royal Jamsil, and since I had already openly informed the press room, I felt people following me and went into Royal Burger in the basement.

The reporters are buzzing as they see us.

“What? You’re supposed to meet Choi Young-min here?”

“You’re not going to buy a hamburger, are you?”

“Hey, how can that be? Are those rich people going to eat just a Royal Burger?”

“Furthermore, Jang Su-myeong is the largest shareholder of Wellness Burger.”

Their predictions were spectacularly wrong.

As soon as Choi Young-min and I met, we shook hands and stood in front of the kiosk.

“What do you want to eat?”

“It’s a proxy burger.”

“Huh? Should I choose something a little more expensive?”

“I’ve only eaten the 1,000 won burgers since I was little, so strangely enough, I think they taste the best.”

“Okay, okay. I’ll take this.”

“Isn’t that too salty?”

“Sorry. I’m a bit broke these days. Hahaha.”

The two of us talked comfortably, whether the reporters were listening or not.

No, there are countless eyes watching us.

We’re young people, we don’t know who we are.

“Huh? Isn’t that a long life?”

“Who is Jang Su-myeong?”

“My investment mentor.”

People who recognized me first approached me, and then······.

“Did you meet Choi Young-min?”

“That’s right. You’re the Royal Commander, right?”

After a while, we sat down and started talking freely again.

“JTS, you’re doing so well these days. If you keep doing this, you’ll swallow up all of South Korea.”

“You’re talking nonsense. There are many people watching and listening, brother. Don’t be so blatant and put me in a pit of despair.”

“What are you talking about? What’s wrong with what I said? Honestly, even the reporters here know this. In the past few years, how many houses have you bought if you had invested only by following your example?”

This guy is praising me openly.

I was dumbfounded, but I heard from here and there that Choi Young-min was not wrong.

“It’s the same with Daehyun Mobis this time. If I had bought it as soon as the news came out that it was related to JTS, I would have made a lot of money by now.”

“Is that so?”

“For your information, our Royal Landlord owns quite a large share of JTS. I don’t know if people will know about this.”

“haha······.”

Who would have thought they would prop up the stock price so blatantly?

But this wasn’t illegal.

It has been a long time since JTS joined hands with the Royal Landlord, and our current conversation is not in an official setting, so there is nothing to nitpick about.

Just, even my thick face feels hot.

Without even knowing my mind, this guy goes one step further.

“Oh, is Magnetic’s acquisition preparations going well?”

“Well, it’s being investigated.”

“Yeah, I’m watching the news. They’re almost ready to sign the acquisition contract.”

“······.”

“By the way, we have Royal Materials, right? It’s the company that makes copper foil and copper foil. Our younger brother shouldn’t forget it.”

The absurd exclamation, ‘Wow······.’ almost came out of my mouth.

Why don’t you know?

In fact, Royal Materials was a mess created by his older brother, Choi Young-jae, who is currently on trial for a long time.

At that time, riding the secondary battery boom, a copper foil company that was rising at an incredible rate was acquired for nearly 3 trillion won.

Of course, Dongbak’s prospects were bright, but anything that was bought at a high price was bound to have aftereffects.

Royal, famous for having a lot of cash, has made several absurd contracts.

‘Hey, are you a little short on money?’

That may be the case, but I don’t believe he’s a fraudulent brother.

“Don’t look at me like that. I know that. Dongbak is still in the midst of a severe cold spell. The operating rate has also fallen below 50%. But you know, this is an industry that can’t be given up on just because its performance is poor right now. Absolutely not.”

“Well, I agree.”

I nodded.

I don’t know about anything else, but Dongbak’s outlook wasn’t all that bleak.

At least in North America, the copper isn’t bad.

This is because there was a trend of Chinese copper foil being excluded from the US secondary battery value chain.

“That’s why I’m also looking at Soros’ cutting-edge materials.”

“Wow, little brother, that’s too much. Soros Advanced Materials? You’re talking about the third-ranked company, while our Royal is the number one company in the country?”

“Of course. Soros Advanced Materials is the most active in advancing into North America, and has already built a copper foil plant in Quebec, Canada. A second plant is being built in the same location.”

“We also recently finalized the paper in North America and are on the verge of breaking ground. In addition, our main clients are LZ Energy and Yooseong SDI.”

I chuckled and looked around.

Everyone was listening to our conversation as if they were dead mice.

In particular, the reporters appeared to be recording with their smartphones.

‘Wow, can I say this so openly?’

Era, I don’t know.

“But isn’t the deficit a problem? Is cash okay?”

“It’s not enough. That’s why we have to keep issuing bonds. Oh, then, do you want to buy some bonds instead of stocks?”

“Oh, bro. I don’t think that’s right.”

“Why? Bond interest rates aren’t bad these days.”

“Royal Materials’ credit rating is a problem. It was recently downgraded by an American credit rating agency.”

“So bond interest rates have no choice but to rise further.”

“But that won’t work. There are so many places to invest, why bother······. Well, I’ll keep it in the list of stocks I’m interested in.”

“Tch, it comes out like this, is this it?”

“I’m sorry. No matter how close you and I are, you have to be cool-headed when it comes to investing.”

At this point our conversation stopped.

Because the hamburger came out.

Here I am grumbling again.

“You’re really late. I should have just gotten the health burger.”

“Wow, you’re really no help at all. Are you really going to do this?”

I smiled to myself and took a bite of the proxy burger, exclaiming, “Wow!”

And then, after giving the service a thumbs up, he swallowed and said.

“Fortunately, the taste of the proxy burger hasn’t changed.”

“The more you sell that, the more you lose. Plus, it’s cheap because it’s a lunch special.”

“Yes, yes, I will definitely take advantage of the lunch special from now on.”

Choi Young-min’s face frowns.

Complaining while doing so.

“I called you for nothing······.”

Surely, you wouldn’t have called me for nothing?

Perhaps Royal Land’s stock price would have gone up quite a bit by now?

Let me guess.

(2)

At that moment, Lee Hwan-won, a trader working at O2 Partners, shouted “Manse!”

“nice!”

Oh Seung-hoon, who was about to go out for lunch, was so surprised when he passed by.

“what?”

“Oh, I’m sorry.”

“No, it’s okay. What’s wrong?”

“that is······.”

Hwanwon Lee, who had been silent for a moment, opened his mouth while scratching the back of his head.

“Actually, I invested in Royal Land a while ago.”

“Oh, I know. I saw the report. But?”

“It’s been wiggling since a while ago, and now it’s at 15%.”

“Huh? Really?”

Oh Seung-hoon opened his eyes wide as he looked at Lee Han-won’s HTS.

“No, it’s close to 20%. What’s going on here?”

Even while asking, I was able to get the answer out of my mind.

‘I wonder if the market was aware that JTS had invested in Royal Land?’

Frankly, unless you are a complete novice, there are not many market participants who do not know that JTS has invested in Royal Land.

However, humans are forgetful creatures, and even investors who have been looking at JTS all year long tend to forget after a while.

Then, they become sensitive to the good news from JTS and tend to wander around other places.

It seemed like Lee Hwan-won also had that style.

Now, among the JTS packages grouped by theme, I boldly chose Royal Land.

I asked why just now.

“Did you know this was going to happen?”

“No. It’s a feeling.”

“Wow, that feels good.”

“Well, to be exact, Jang Su-myeong joined hands with the conglomerate this time, right? According to the articles, JTS was also called an anti-conglomerate private equity fund. It was just too much. Clearly, JTS helped Royal’s Choi Young-min and won the shareholders’ meeting.”

“but······.”

Now that I think about it, I remember.

At that time, Choi Young-jae and Choi Young-min started a fight between brothers, and the market and the media took Choi Young-jae’s side.

But as soon as Jang Su-myeong helped Choi Yeong-min, the balance of the scale gradually became horizontal.

‘Choi Young-min, who you gave strength to in the end, became the group’s leader.’

It was a surprising upset victory at the time, and there seemed to be no brakes on Royal Land’s meteoric rise.

Then, people’s interest waned again, and especially when news came that the revision of the Commercial Act had been postponed, the long-stagnant Royal Land Shares plummeted, and shareholders’ complaints grew louder.

“Huh? Choi Young-min is meeting Jang Su-myeong right now?”

“okay?”

“Yes, but strangely enough, they’re eating burgers together at Royal Burger. This won’t do. I’ll have to watch it on YouTube.”

Young trader Lee Han-won, perhaps because he was only twenty-eight, was quick to act.

Thanks to that, Seunghoon Oh was also able to watch YouTube together.

‘Wow, this is an era where they even broadcast things like this live······.’

That was surprising, and it was surprising that WeTube had longevity as its main character, to the point that people even talked about the phenomenon of longevity.

Oh Seung-hoon was a little jealous, but decided to only have friendly competition with the guy.

– Please reconsider one more time. Royal Materials, please invest in JTS.

What is this?

– I said no. Rather than investing there, I would rather invest in Soros’s advanced materials.

Is this a world where such explicit conversations are allowed?

“haha······.”

Oh Seung-hoon smiled awkwardly.

‘This won’t work. I need to do something with that guy.’

Market investors must follow the trend.

Oh Seung-hoon decided to meet Jang Su-myeong sooner or later, with the intention of doing something.

‘By the way, there was a bet, right?’

We even found an excuse to meet up.

I made a bet on longevity and profitability, but the period has already passed.

Oh Seung-hoon is, of course, confident of victory.

That evening, I called Jang Su-myeong.

“Let’s meet up sometime soon.”

– call.

Longevity is indeed refreshing.