Overseas Investment
An hour later, Nakayama Atsuo convened another meeting with the core investment decision-making team, including Hoshino and Sugiura.
The atmosphere in the conference room was somewhat eerie.
Hoshino and Sugiura thought the president was going to make trouble, and were prepared to fight back again.
However, Nakayama Hayao's opening remarks took them by surprise.
"Hoshino -kun, Sugiura- kun, I know you both have a great passion and talent for the financial markets, and I admire that very much."
The two were taken aback, somewhat confused.
Nakayama Hayao changed the subject and gestured to Takuya beside him.
"However, true top hunters shouldn't limit their sights to their own backyard."
Takuya stood up and projected Buffett's report onto the screen.
He didn't launch into a long explanation, but calmly analyzed, "Director Hoshino Director Sugiura are both experts in financial investment. However, the Japan market is overheated and fraught with unpredictable policy risks."
He then projected a second report, which showed the recent exchange rate trend of the Japanese yen against the US dollar.
"Since the Federal Reserve raised interest rates for three consecutive times in February, the Japanese yen's attractiveness has been waning. You two know better than I how risky it is to continue putting all your eggs in one basket of Japanese yen assets."
"Moreover, once the Japanese yen depreciates, the high profits in the domestic market will be greatly diluted in the face of exchange rate fluctuations."
Diluted profits will also cause domestic hot money to flee, and market enthusiasm will naturally decline rapidly. Those high profits will no longer be so high.
"Right now, the Japanese yen is at its highest point against the US dollar."
"Like Mr. Buffett, finding undervalued assets globally and using a strong US dollar to buy up undervalued quality assets—that's true mastery, a world-class strategy!"
Every word Takuya was like a bullet, piercing precisely into the hearts of Hoshino and Sugiura.
He paused, then unleashed his final trump card.
"I propose that the first batch of funds raised after the company's cash-out be immediately converted into US dollar to establish a ' Sega Overseas Value Investment Fund,' specifically for investing in United States blue-chip stocks such as Berkshire Hathaway and Coca-Cola."
"And I propose that the person in charge of this fund, Director Hoshino, who has the keenest understanding of the financial markets, personally lead the team!"
This suggestion struck Hoshino and Sugiura like a silent but devastating blow.
They instantly fell into a logical loop from which they could not escape.
be opposed to?
To object is to admit one's narrow-mindedness, incompetence, and inability to navigate the world-class capital game, only fit to fumble in Koike. For these proud and arrogant individuals, this is a greater insult than losing money!
Agree?
Those who agree must personally and expeditedly liquidate those highly leveraged domestic assets, converting the money into US dollar and investing it overseas.
This... isn't this exactly the result that Nakayama Takuya wanted from the very beginning?!
Hoshino's face turned a deep purplish-red, his mouth opened and closed repeatedly, but he couldn't utter a single word.
He was frozen in place by what seemed like a brilliant opportunity.
This was a calculated scheme that he couldn't refuse, nor could he find any reason to refuse!
Seeing Nakayama Atsuo Jixiong's sharp gaze swept across the entire room, and he made the final decision.
"It's settled then! Hoshino, I'm giving you a week to liquidate the first batch of high-risk assets. This is both the seed money for the overseas investment fund and your opportunity to prove your abilities to the board!"
"Yes, President." Hoshino practically spat out those words through clenched teeth.
At the end of the meeting, Nakayama Atsuo seemed to have just remembered something and casually remarked:
"Oh, by the way, let's also allocate funds from this initial capital to invest in Argonaut Software in the United Kingdom, which will be one of the first investment targets in our 'overseas strategic investment' program."
"Nobody has any objections, right?"
This time, the meeting room was completely silent.
After the meeting, the atmosphere in the Asset Management Department was as oppressive as the sea before a storm.
The office of Hoshino and Sugiura was filled with smoke.
"That brat, he's making a fool of us!" Hoshino slammed a newspaper on the table, his face full of anger at being fooled.
Sugiura, holding his coffee, his face equally grim, said, "This is utterly absurd! Giving up our domestic gold mines to send money to the United States? It's ridiculous!"
That being said, Nakayama Atsuo's unquestionable gaze and that damned title of "head of overseas investment fund" were like a shackle tightly around Hoshino's neck.
"Investigate!" A ruthless glint flashed in Hoshino's eyes. "I refuse to believe that this young punk can see further than those of us who have spent half our lives navigating the financial markets!"
"Investigate every single piece of data he mentioned! I need to find evidence to prove he's talking nonsense!"
This was both a form of resistance and their last vestige of dignity as seasoned financial professionals.
They used all their private channels to obtain the most original and up-to-date international capital flow data and exchange rate trading information from major banks, securities companies, and even overseas intelligence brokers.
At first, they wore mocking sneers, focused solely on finding loopholes in Nakayama Takuya's report.
However, as faxes arrived from overseas, the air in the office began to freeze.
Sugiura was in charge of analyzing the Japanese yen exchange rate. On the chart in front of him, the line representing Japanese yen sell orders showed small but decisive peaks at several unnoticed points in time.
These funds are not large in amount, but they all come from the top hedge funds on Wall Street.
"Hoshino— " Sugiura's voice was a little hoarse, "Look at this— Tiger Fund, starting last week, has been gradually liquidating its Japanese yen assets in small batches."
Hoshino's heart sank.
He snatched the data and stared intently at it.
If one case is a coincidence, what about three or five?
These international financial giants are like sharks that have smelled blood; their actions are silent yet deadly!
Those of them, still caught up in the frenzy of asset appreciation in Japan, were completely unaware of this!
"Let's look at Buffett!" Hoshino, as if grasping at the last straw, frantically flipped through Berkshire Hathaway's documents.
Takuya had given him this information, but he had taken it as a joke at the time.
But now, when he talks about Berkshire Hathaway's stable growth curve that has spanned more than a decade...
A chill ran through him from the depths of his soul, leaving him feeling icy cold.
That was a higher, more terrifying kind of wisdom that crushed these so-called "speculative geniuses"!
"Clatter."
The coffee cup slipped from Sugiura's hand and slammed onto the expensive carpet with a dull thud.
His face was ashen, his lips trembled, and he pointed to a line of small print on the report.
"Hoshino -kun - we - we seem to be the frogs in the well -"
Hoshino did not answer.
He slowly leaned back in his chair, feeling as if all the strength had been drained from his body.
Cold sweat poured from his forehead and back, instantly soaking his expensive shirt.
He finally understood.
The "overseas investment fund" that Nakayama Takuya proposed was neither an opportunity nor an appreciation.
That was a ticket for Noah's Ark.
A ticket won by gambling with their arrogance and prejudice—the only ticket they could ever have!
From the very beginning, the young man stood in God's eye, coldly watching these self-important clowns frantically scrambling for gold coins on a sinking ship.
An unprecedented fear gripped Hoshino's heart.
This is not just fear of market risks, but fear of Nakayama Takuya's almost supernatural, all-seeing wisdom!
The two exchanged a glance and immediately reached a consensus.
"Liquidate immediately! Start cashing out all highly leveraged assets in batches, without letting other familiar companies find out!"