Su Wantang whispered behind him:
"Henglong still has about one billion in cash on his account, and the real estate company National Day has withdrawn 750 million from promotions.
If you want Add Position again, you can transfer funds from the group to Henglong Capital."
"This matter needs to be slowed down. Always transferring funds from the group will affect cash flow."
Zhao Chen thought for a while, "Henglong Real Estate, how is the stock removal going?"
"Chen Wei is making good progress. After National Day has a 15% discount, a wave of low-priced houses will be launched in November. By the end of the year, it is expected to earn another 500 to 600 million yuan."
Su Wantang knows these numbers by heart and does not need to turn over any files.
"In addition, the 648 million that Shunxin Agriculture cleared has all been collected into Henglong Capital after deducting taxes and fees.
About 40% of the 11 billion used to build the position this time was self-owned funds, and the remaining 60% was leverage added through stock pledge financing."
"The leverage ratio has not exceeded the resolution limit of Board of Directors, right?"
"About one point and five times." Su Wantang replied.
Zhao Chen is very satisfied with this number.
The biggest advantage of a reborn person is not knowing which stock will rise, but knowing when it will fall.
He clearly remembers that from the end of 2018 to the beginning of 2019, A-share had its last drop.
If the leverage is too high, a drop will be very painful.
The bottom line of leverage is 1.5 times, which is safe enough as long as it does not break through.
"Chen Xi, your work focus needs to shift next." Zhao Chen put down the tea cup and said seriously.
Chen Xi immediately sat up straight.
"Building a position is complete, but holding it is the hardest part."
Zhao Chen's eyes are calm and profound,
"In the next few months, the market may still fluctuate. The impact of Baijiu Q3 Report has not been fully digested, and the impact of the subsidy reduction policy for New Energy cars is also fermenting.
Stock prices will fluctuate, and what you have to do is not to focus on the daily rise and fall, but to continue to track the Fundamentals changes of these five companies."
"Understood." Chen Xi nodded seriously,
"I will continue to track Tongce's dental chain expansion speed, Pianzaihuang's raw medicinal material prices and price increase pace, Fenjiu's channel reform progress, Bidiya's new car delivery volume and battery external supply progress, and Wuliangye's wholesale price trends."
"One more thing."
Chen Xi listened attentively.
"Henglong Capital's team will continue to expand."
Zhao Chen tapped his fingers on the table twice.
"You are now in charge of tens of billions of dollars in assets, and you only have a dozen or so people under your control. It's too thin.
The allocation of researchers should keep up, with at least two to three senior analysts in each direction including consumer, pharmaceutical, and New Energy.
In addition, the risk control position should be set up separately and report directly to Wantang."
Su Wantang's hand movements paused slightly, then returned to normal.
The risk control reported to her, which means that Zhao Chen handed over the last gate of Henglong Capital to her hands.
Chen Xi has no objections:
"I will arrange recruitment immediately. However, it is difficult to find good researchers, especially those with in-depth understanding of consumption and medicine. They are very popular in the market."
"Release salary, benchmark Top Public Funds."
Zhao Chen made the final decision, "In addition, you can consider poaching people from industry.
For example, at Bidiya, if we can recruit someone who really knows the power battery industry chain, it will be more useful than recruiting three financial analysts who only look at Financial Report."
Chen Xi's eyes lit up. "This is a good idea. I happen to know a friend who is doing research and development at Dening Times.
Although he is not a core technician, he has a deep understanding of the upstream materials, midstream manufacturing, and downstream vehicles of the entire industry chain.
If he would come..."
"You are responsible for the negotiation." Zhao Chen made the decision directly, "You decide the treatment, you don't have to repay me."
Chen Xi took a deep breath and stood up. "Then I will make arrangements right now."
She packed up the documents on the table, bowed slightly to Zhao Chen, nodded to Su Wantang, turned and left the office.
The moment the door closed, the office became quiet.
Su Wantang's hand slid from the back of Zhao Chen's neck to his temple, and his fingertips gently moved in circles.
Zhao Chen closed his eyes and leaned his whole weight on the back of the chair.
"Are you tired?" Su Wantang's voice was very soft.
"It's okay." Zhao Chen closed his eyes, "It's just that there are too many things in my mind."
"With a position of 11 billion, no one can stop it in their mind."
Su Wantang smiled and said, "Xi Xi is really capable. He can shoulder the entire Henglong Capital by himself."
"You also contributed a lot." Zhao Chen stretched out his hand and held her hand on his shoulder.
"Fund allocation, compliance control, leverage management, without you taking care of everything, she wouldn't dare to let go so much."
Su Wantang did not withdraw his hand and let him hold it. The other hand continued to rub his temple:
"Zhiyi has called you in the past two days?"
"Hit." Zhao Chen's tone was flat,
"She found an internship at Jiangbeizui, a law firm, doing non-litigation business. She said she wanted to start from the grassroots level and did not plan to come to Henglong."
"She is quite stubborn."
"Let her go." Zhao Chen opened his eyes and looked at the tall buildings outside the window.
"She has her own way to go."
Su Wantang was silent for a while and said softly:
"Xiao Chen, have you ever thought... what are these money, these stocks, and these companies for in the end?"
Zhao Chen did not answer immediately.
Outside the window, Jiangbeizui, the sunlight is refracting from a glass-walled building, casting a warm golden light and shadow in the office.
There is a constant flow of people and cars downstairs. Everyone has their own direction, and every car has its own destination.
It's been two years since he was reborn.
From the poor student who raised Sanjiang Shopping by selling cars, to the current leader with tens of billions of assets and control of two investment platforms--
He has completed a journey that may take others twenty years to complete.
But he really didn't think about Su Wantang's problem seriously.
For what?
In order not to be picked on anymore?
In order to take Henglong back from his father?
To make the lives of those around you better?
These answers are all correct, but they are not enough.
"I don't know either." Zhao Chen finally told the truth,
"Maybe it's because, since God has given me a chance, I have to see how far I can go."
What he actually wants to say is that since God has given him a chance to be reborn, he will not give up.
Su Wantang bent down, resting her chin gently on the top of his head, and her voice was as soft as the sunshine outside the window:
"No matter how far you go, I will keep an eye on you from behind."
Zhao Chen didn't say anything, he just held her hand a little tighter.
The phone on the table lit up, and it was a message from Chen Xi.
"Zhao Zong, Bidiya's Blade Battery technology, my friend said there may be major breakthroughs in the near future. It is recommended to pay close attention."
Zhao Chen's eyes fell on this line of words, and the corners of his mouth raised slightly.
In November 2018, Blade Battery had not been officially released.
But soon.
By next spring, the entire New Energy car world will be turned upside down by this battery.
And his 136 million shares of BYD will ride on the wind in that storm.
In mid-November, another investment opportunity he had been waiting for was about to arrive.