Omniscient Investment Point - Chapter 282
Only Noblemtl
282 Clue – 3
(1)
It seemed that Japan was more shocked than our country by the news that a Chinese surveying ship had violated Japanese territorial waters.
No, Korean netizens actually seem to enjoy it.
Drop a few torpedoes, start fighting now, etc. Should I just say enjoy watching the fire across the water?
‘After all, Koreans hate both China and Japan.’
This is inevitable.
Historically, the memories of suffering from invasions from both countries are ingrained in the DNA of Koreans.
There are probably quite a few people who hope that the two countries will fight and that both sides will suffer great losses.
But that won’t work.
There are currently two wars raging on the planet, and another one is coming?
And there’s a war between two countries that has a huge impact on our shipping routes?
It was obvious that we would also suffer a huge blow.
It was already reflected in the stock price.
“Oh, I’m going crazy. There won’t be a war, right?”
Although he thought that it couldn’t be true, Tak Jun-seok seemed to secretly want to hear reassuring words from me.
So I told you.
“Never. Not even one degree.”
“Yeah, the possibility is zero. But why are you throwing away your stocks when you know all this?”
“You know, foreigners don’t know.”
To be exact, among foreigners who invested in the country, the possibility of war was always kept in mind.
The media also keeps fanning the flames.
If a local war breaks out between China and Japan, our country must also prepare for North Korea’s provocations.
“Then, should we throw it too?”
“I don’t think there is a need to cut losses. However, the decline could increase further over the next few days, so it would be better to refrain from buying.”
“Yes, I agree with you, sir.”
It seems that Tak Jun-seok knew this but still wanted confirmation from me.
By the way, I have been to China, but my company people did not know about secret diplomacy.
Some know it as a business trip.
I didn’t say anything.
One of them was Tak Jun-seok.
“By the way, did things not go well when you went to China this time?”
“No, it went really well.”
“Really? But why aren’t you saying anything?”
“I can’t reveal it yet.”
“Ah…, do I have to wait a little longer?”
To be exact, it means that I cannot reveal the details of the secret diplomacy at this time.
Also, since the Chinese surveying ship was negotiating a territory that was close to Japan’s territorial waters, I said that things went well.
‘I failed while aiming for the 7th light bulb, but if it’s that level of dreaminess, I can bear it.’
Moreover, if it was not a dream that was being harried in our country, and the target was Japan, then my first secret diplomacy would have ended with a great success.
In fact, the Chinese survey ship’s incursion into Japanese territorial waters did not escalate into a bigger problem, and soon after, South Korea and Japan signed a new joint development agreement, including fossil fuels in Block 7 and nearby hydrogen.
(2)
That evening, I welcomed Bang Jeong-hyeon to my mother-in-law’s house.
My mother-in-law had already received news about Choi Hoon-seop through me, but it seemed like she needed to cross-check.
So, as soon as Bang Jeong-hyeon recovered from his Chinese travel ban, he came up to Seoul from Jeju Island and had dinner with his mother-in-law, telling her the story of Choi Hoon-seop so that she would not be shocked.
“Sister, where is the child who is not hungry? Where is the child who is not worried? And maybe the second child can settle down properly in China.”
“Don’t say such horrible things.”
“Huh? Do you hate China too, Sister?”
“I’m more scared than I am disliking it. I’m also scared that I might get dragged away and end up in some kind of trouble.”
“Hey, that’s not possible. Don’t worry too much.”
That’s not possible.
There is no basis for this.
To be honest, China is a country where it wouldn’t be strange if you were to be dragged away anytime, anywhere.
Maybe that’s why Bang Jeong-hyeon nodded to me for help.
I had no choice but to quickly change the subject.
“By the way, I think I should congratulate Chairman Bang.”
“Me? Why?”
“Why? Finally, the two countries of Korea and Japan have signed an agreement on the development of seabed resources, including the 7 mining areas. Money will start pouring out soon, so buy a big safe.”
“What is this guy···, heh heh······.”
That’s not nonsense.
The funds I run were invested in the 7th mine and the nearby seabed.
And this gentleman will not stop investing in the future, so it is as good as having a firm grip on the money vein.
“This is just the first step. There’s still a long way to go.”
“No. Oil, gas, and even hydrogen resources have all been confirmed, and reserves have been estimated to be considerable. The only question is how much more can be extracted.”
In fact, I have already received estimated data on each fossil resource through robot exploration.
He secretly leaked the figures to his customer, Bang Jeong-hyeon.
“This morning, a new estimate came out that oil resources alone amount to 710 million tons.”
“What? Is that true?”
“Yes. If converted to current oil prices, it amounts to 1,000 trillion won.”
“Heh heh······.”
It’s such a huge amount of money that it’s hard to fathom it as reality.
Even if mining starts, it seems like you won’t feel it.
My mother-in-law was also surprised and asked me.
“So, does that mean our room president earns a trillion won?”
“No, no. It’s basically a business between countries. There are countless places with conflicting interests. Still, you can make a fortune of more than ten times the investment amount.”
“Oh? That’s great. Congratulations, Chairman Bang.”
“Heh heh heh.”
Bang Jeong-hyeon laughed, and I laughed too.
The diversion operation was a success.
From this point on, the story of the 7th district became the main topic, and naturally, it led to other topics.
But since it was a child’s job that could not be completely reversed, I heard my mother-in-law’s words at the end when she was breaking up.
“They are abandoned children, but that doesn’t mean I can’t keep in touch with them. Please come and talk to them often.”
“Yes, mother-in-law······.”
I ended up just smiling bitterly.
(3)
The stock price, which had been plummeting to the point of near-crash, confirmed its bottom with the 7-block agreement between Korea and Japan as a turning point.
In particular, stocks related to the 7th district rose significantly in the beginning, and then they formed theme stocks and experienced a volatile market trend.
Eventually, some media outlets mentioned me and our company.
This is probably because JTS is closely related to the 7th district.
The first stock that many securities firms chose was, of course, Daehyun Technology.
The place where our company acquired shares early on because of robots also saw a large increase in the market price due to defense industry, and this time it is showing an upward trend again, rising 120% compared to the beginning of the year.
As a result, a problem arose.
Daehyun Technology’s stock price has become burdensome because it is pushing forward future earnings too much compared to the money it is making now.
So the second target was stocks belonging to the Daehyun Group.
Since Daehyun Technology was also an affiliate and JTS was strategically positioned as a white knight, Daehyun Motors, Daehyun Mobis, and Gear Automobiles rose rapidly.
Once the amount becomes burdensome again, it starts to move to more ridiculous places.
『Soul Fashion, 7th District Related Stocks Rising Rapidly!』
『Forte Bio, stocks related to longevity skyrocket』
『Royal Landlord, JTS Theme Stocks Up 10% Today Only』
It was absurd. Where did you see that these three places were related to the 7th district?
‘Anyway, the stock market is unstoppable.’
I don’t think there are many people who don’t know that it’s actually not that related.
However, new theme stocks emerged every day with various logic attached.
Geopolitical risks, which have completely disappeared as if they had never happened, also played a role.
After a while, news began to appear in the media that the Korea Discount was slowly disappearing.
‘I really hope so.’
That damn word, Korea discount.
I’ve always wanted our companies to be evaluated, but I thought it would be nice to have this opportunity to get it cleanly erased, no matter what.
Of course it wasn’t easy.
Once KOSPI and KOSDAQ are listed to some extent, domestic and foreign negative news will pour in again.
This time it was the same, but with a slightly different nuance, I guess?
『The gloomy Korean economy, growth rate below 1% in 20 years』
Some economists are now projecting worst-case scenarios for long-term growth.
In the past, this would have been acceptable, but because KOSPI rose so much, this news caught my eye.
(4)
“I know this all, you know.”
Was it because the title of center director always weighed on my shoulders?
Whenever there is a change in the market situation, Tak Jun-seok always comes to see me.
I figured it was because I was frustrated, so I gave him the answer he wanted.
“That’s how people are. At first, they aren’t interested in grand narratives, but they become interested when they react to stock prices. Don’t worry too much. I think it will pass.”
“I don’t think it’s going to pass.”
“Really?”
“Actually, if you look at the issues that are coming up now, I don’t want to invest in Korea. Let’s change the situation and say that we are foreigners. Who would make a long-term investment in a country with the worst birth rate in the world?”
“what······.”
So, is this guy going to talk about grand discourse today?
But this part was a topic that left me speechless.
But let me say one thing.
“Aren’t you hesitating to invest simply because of the birth rate?”
“Of course. The problem is that we have all the bad things. The geopolitical risks that come up when the time comes are more prominent these days due to the power struggle between the US and China, and the household debt growth rate is at an all-time high. As a result, disposable income is at its worst. And with prices also skyrocketing, I don’t know if the economy will ever recover.”
At this point, I have nothing to say.
In fact, it was a reality that I tried hard to ignore.
Because I didn’t want to bring other concerns into the immediate task of extending life.
I had no choice but to bring up the complaint that was always on my lips.
“Politics is always the problem. It doesn’t solve everything, and there’s no sign of a turnaround.”
“Yes, that’s right. Political polarization is really the worst. But you can’t blame everything on politicians.”
“but······.”
We curse politicians, but I wanted to ask myself whether we did the right thing.
When they made a mistake of 10, we also failed to reflect.
And so we came this far.
“Oh, now that I think about it, I must have said something too negative.”
“No. That’s the reality. It’s something we should look back on at least once. In that sense, should we start something?”
“What should I start?”
“Yes, if there is no future and a bleak reality, then we have to come up with something. Let politicians do what needs to be done, and let businesspeople do what they can.”
“That sounds good. Hmm, what else do you have?”
“The first thing that comes to mind is to invite all the economists who have made gloomy predictions. They are the ones who know the problem best, and they will also know the clues to the turnaround.”
“Huh? I see.”
“Shall we proceed?”
“haha······.”
Tak Jun-seok smiles awkwardly.
In his own words, he probably didn’t expect things to expand to this extent.
But then I suddenly became serious.
Why?
‘For the sake of our child who will soon be born, the Republic of Korea cannot be gloomy.’
I can’t just worry about my own life anymore.
We should also set our children’s future as an area of interest.