Omniscient Investment Point - Chapter 265



Only Noblemtl

265. We are fighting an economic war – 2

(1)

Seeing Oh Si-young’s face full of expressions of surprise, disappointment, frustration, bewilderment, and countless other expressions a human can make, Oh Seung-hoon stood up from his seat.

“I will go.”

“No, this kid······.”

“Leave him alone! He is not my son anymore!”

Oh Si-young’s voice struck Oh Seung-hoon’s eardrums.

‘Okay, then I’ll see you when I acknowledge you as my child.’

Oh Seung-hoon nodded and left.

I let my mother’s earnest voice from behind me drift into my ears.

“Seunghoon! Seunghoon! You have to take the kimchi!”

On the other hand, the remaining O Si-young’s lips trembled.

“You, don’t ever call that guy!”

“honey!”

“You won’t listen to me?”

“Ugh, I don’t know. Now it’s up to you to figure it out.”

“What is the solution… Even if you beg me to do anything, I will never accept that guy as my child again. I will immediately remove him from the family register. He seems like a bad guy.”

Oh Si-young, respected by the academic world, was known for being cool-headed.

But the problem of children is different.

I was so excited that no one could stop me.

“Bad guy! No, who are you blaming? I raised my child wrong!”

My anger rose to the top of my head, but this was only for a moment.

I got a call from someone.

– Senior, I’m leaving.

Oh Si-young’s most beloved junior was Heo Yeong-pung.

He was once the chairman of a venture capital firm, and he even took in his son who ran away to run YPH Partners.

Then, during the last presidential election, he served as an economic advisor to the ruling party candidate, but when the presidential candidate he was supporting lost, he had no choice but to return to YPH Partners.

Now, I will go find Oh Si-young and ask if she has anything to say.

After telling him to do so, I met Heo Yeong-pung a little while later.

“The government seems to be going crazy. Amending the Commercial Act?”

“Do you know that if that passes, it will be difficult for companies to compete freely?”

“Is that all? I think we’ll be held back by small shareholders in the future.”

The two men, seemingly dissatisfied with the new government’s actions, began to criticize each other one by one.

“That’s not all. Don’t you have shares in Skynix’s Doshia Memory? You have to give that up to solve the deficit······.”

“Could it be that the government is involved in this?”

“As far as I know, the government met with the chairman of Sky Group and told him never to sell his stake.”

“This is absurd. Why is the government interfering with corporate affairs?”

“That’s right. NAND flash is actually one of the less profitable parts of the semiconductor industry, so there’s no need for Skynix to get a hold of it, right?”

“Of course. Skynix should focus more on its current successful HBM investment. This is how a company’s main industry restructuring naturally happens······. Hey, tsk tsk tsk.”

Oh Si-young clicked his tongue, and it was the moment when Skynix’s actions were finally understood.

Heo Yeong-pung also plays the janggu.

“That’s right. How much is a 20% stake in Doshia Memory? Since it’s a company with a market capitalization of 15 trillion won, you can secure a whopping 3 trillion won.”

“I’ll even get a premium.”

“Yes. I also calculated that we can secure at least 5 trillion won in real money. If we can completely solidify our position as a strong HBM with that money, Skynix’s corporate value will more than triple from its current value.”

“That’s basic. I believe I can go further. Moreover, I can show off to the US and Japan.”

“Yes, that’s right.”

Heo Yeong-pung nods his head in agreement.

In fact, from now on, he was the one who started to really say what he wanted.

“I think that in order to pressure the government, you, my senior, need to step forward.”

“Well, that’s the way it should be. If things continue like this, the country will become a mess. I was planning on meeting with the press soon anyway.”

“Thank you. It helps me a lot. Thank you so much.”

“What do you have to be thankful for? Your concern for the country is the same.”

“Is that so? Hahaha.”

“ha ha ha.”

Oh Seung-hoon’s twisted heart is finally starting to unravel because of his son.

The next day, I appeared on a radio program early.

It was a program called ‘Good Morning Economy!’ on terrestrial broadcaster KSB, and it was also the first program he appeared on after being out of the closet.

However, today’s issue was not the revision of the Commercial Act.

“Think about Block 7 right now. Can we really protect this place?”

“Oh, Professor, do you think it’s impossible?”

“Japan will never give up. Knowing that, they gave the people false hope in the last presidential election.”

While talking about the illusion of negotiations for the 7th light district, he focused on flank attacks.

The anchor, who had naturally taken advantage of the prey, asked a question.

“Eventually, the 7th mine joint development agreement will expire?”

“That’s right. Last time, we slightly widened the gap between the US and Japan and brought Japan to the negotiating table. In the end, we’ll just do that show, and the 7th Block Joint Development Agreement will go into the final stages.”

“Oh my, I had high expectations.”

“Well, I guess there is at least something we can hope for.”

“Huh? What is that?”

“It is a strategy to satisfy the interests of the United States and Japan while getting what we need.”

“Specifically······.”

Oh Seung-hoon smiled and quickly unwrapped one of the packages he had brought with him today.

“The industry that the United States is most interested in these days is semiconductors.”

“Oh, that’s right. They are giving a lot of subsidies and pressuring the US to produce semiconductors on the mainland.”

“Yes. There is nothing we can do about it. The United States has no choice but to continue to check China, which has been chasing us to the chin. To that end, we believe that advanced technology security is the most important. Furthermore, more than 70% of the world’s semiconductors are produced in Korea, Taiwan, and Japan. Japan is relatively safe, but what about Korea and Taiwan? They are always suffering from geopolitical risks.”

“So you’re thinking of moving your production base to the safer US?”

“That’s right. But we can’t move everything like that, right? We need domestic production facilities, and we have to consider labor-management interests. I understand that the third plan was introduced because we had no choice.”

“What is that?”

“Korea, Japan, and Taiwan are each specializing in the semiconductor sectors that they excel in. For example, we are taking DRAM, Taiwan is taking foundries, and Japan is taking NAND flash.”

“ah······.”

From here on, we start getting into a more professional explanation.

And since Oh Si-young had more relevant knowledge than the anchor, he explained the three semiconductor sectors in detail.

What’s funny is that Seunghoon Oh and Sumyung Jang are currently listening to the content in the airport lounge.

(2)

Before Hyun Ki-hyuk, who said he would take the afternoon flight, I decided to take the flight to Japan first with Chief Secretary Kwak Hyun-woo and Oh Seung-hoon.

I don’t know why, but the face of Oh Seung-hoon that I met at the airport looked quite determined.

He didn’t say much.

However, when I listened to the radio program called ‘Good Morning Economy’ that the guy had been playing in the airport lounge, I started cursing inside.

‘What, this?’

Even though our values ​​are different, I don’t know what country Oh Si-young is from.

In his view, the 7th mining area termination agreement is unlikely to be postponed in the end, so we should take what we can and give what we have to give through the semiconductor tripartite system of Korea, Japan, and Taiwan.

I am Seunghoon Oh’s father, so I didn’t show it on the outside.

“hmm······.”

Rather, I felt annoyed by the guy’s silence.

Even Seunghoon Oh started criticizing his father.

“Do you really have to go this far?”

“That’s right. Professor Oh in particular has quite a bit of influence, so we could turn this into an article all day long······.”

“It’s not that much. My father is sending a message to his people right now.”

“okay?”

When I opened my eyes, Seunghoon Oh nodded with a frown.

“Yes. The juniors and disciples in the political world, the media, the business world, and especially the financial world, etc. They will probably listen to my father’s words and start taking action in earnest to pressure the government.”

“hmm······.”

This time I let out a displeased grumble.

“This is going to be a tough fight for Chief Song.”

“Skynix would be the same.”

“Huh? You know that too?”

“Of course. What do you think Father meant by what he just said? He meant to hand over Skynix’s shares of Doshia Memory to Digital West.”

“yes.”

This guy also had a good grasp of the context.

So I asked the guy what he was thinking.

“What do you think?”

“As my father said, are we negotiating with Japan for the 7 mining areas through the semiconductor tripartite system?”

“Yeah. Do you think it will be successful?”

“Does that make sense? Honestly, I don’t trust the US more than Japan. Capitalist markets tend to trust money more. Moreover, these days, the US is America First.”

Should I say that I’m lucky?

This guy had different ideas from his father.

“The problem is that the country will be in turmoil for a while because of this topic raised by my father.”

“I guess so.”

The country, or rather the economic world, seemed to be in an uproar.

But even if they make such a fuss, I thought I should quietly go my own way.

“The media is probably the biggest problem.”

“It’s the biggest problem and it’s the one that will be most severely restricted. I don’t know about other places, but the economic newspapers in particular.”

“Well, I guess so.”

“By the time we return from Japan, public opinion may have already turned around······.”

“How could that be?”

“You don’t know the power of your father. To be exact, you don’t know the power of the people who move by putting your father forward.”

“No, I know very well.”

I continued speaking, raising the corners of my lips.

“But I feel like those people don’t know me very well.”

“huh?”

“Yeah, something like that. Oh, it’s time to board the plane.”

I stood up from my seat, leaving Seunghoon Oh’s eyes filled with curiosity.

‘Well, if you ask, I’ll tell you······.’

Then, the surprise effect disappears.

Personally, I enjoy seeing people’s surprised expressions······.

Fortunately, Seunghoon Oh did not express any curiosity even on the plane.

Instead, O2 Partners focused on Magnetic, which it invested in.

However, when I heard that Myung Joo-won had been appointed as the new representative, I looked intimidated.

‘Child, you did a good job, didn’t you?’

I’ve heard a lot about the bad relationship between Myung Joo-won and Oh Seung-hoon, so I guess he’ll have to bend on his own when he goes to Japan this time?

Before, when I said I met someone at Narita Airport, another expression came up.

“Who are you?”

“Chairman Bang Jeong-hyeon. Oh, you don’t know the name? You must have heard of it. He was originally from Yoo Sung Material, but was later bought by a company that operated a copper mine and listed in London.”

“······!”

As expected, when I told him the details, an earthquake occurred in the boy’s pupils.

And after a while, I met Bang Jeong-hyeon and exchanged greetings and found out who I was going to meet.

“I think we should hurry. The Japanese Prime Minister is waiting.”

Oh Seung-hoon’s expression was in standstill mode itself.