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Chapter 683 [A fake news will bring down a technology giant]

Wang Xin has been very excited recently because he received an important task assigned by the company's senior management, requiring at least 50% arbitrage in the azure-5 futures market in Mexico within three months. Shengfeng Capital gave him a principal of US$20 billion, and he took the leverage ratio himself. In short, Wang Xin and his team were fully managed.

This is the first time he independently traded a real-time trading of over 100 billion yuan without leverage in his career. It is not in China, but on the international stage, he is facing those wolves with a sharp sense of smell on Wall Street.

Wang Xin decided to go to Mexico in person and conduct real-time operations there directly. Of course, he was to hide his identity and go abroad in a low-key manner.

Wang Xin is now a well-known trader in the industry. Many private equity tycoons know that Shengfeng Capital has a trader named Wang Xin, so this trip must not be ostentatious. If the outside world knows that he appears in Mexico, then a big dealer suddenly appears in the azure-5 futures market there, all fools know that it is related to Shengfeng Capital.

By then, no one will play, because behind Shengfeng Capital is Luo Sheng, who is the creator of the Costa ça, and azure-5 is the flagship product of the Costa ça.

After looking at this information, the answer from other players, including those on Wall Street, was: You must lose.

That all had to be said to be disturbed.

...

Just as Wang Xin led the group to attack, a strange thing happened in the US stock market, attracting many attention. Muddy Waters, a world-renowned short agency, suddenly released a briefing on a short report for ansys, a leader and innovator in the global engineering simulation software industry.

How streamlined is the content?

This short-selling report by Muddy Waters pointed out that it is not optimistic that Ansys will usher in a turning point and will move towards recession.

That's it, it's gone!

At the same time, Muddy Waters Company pointed out that it will further release a detailed short-selling report.

When this short-selling report came out, other investors in the market were in a state of confusion and could not judge the authenticity of this short-selling report, which was a bit more funny.

But what is even more confusing is that Muddy Waters Company was really playing, and it really spent $2 billion to go into the bearish Ansys Company. At that time, the company's stock was $280.56 per share, with a total market value of $24.08 billion.

Jim Cassman, the head of the company, soon received the news that Cassman was also confused when he learned that the infamous Muddy Waters was shorting Ansys.

When I learned that this was the exact news, a thought came to my mind: Why?

Ansys Company has good performance, with net profit reported by Q3 this year of q3, an increase of 36.58% year-on-year, and operating income of US$280 million, an increase of 12.86% year-on-year. Its cfd software is a crown-level existence in the industry.

Why is your Muddy Waters company short?

However, at this moment, other investments in the market have not followed up. Muddy Waters' operations are so fascinating that they can't understand them at all.

Now we are waiting for his subsequent detailed short-selling report, and during this period, the outside world has begun to constantly analyze and interpret the basis for Muddy Waters' short-selling company.

Some information was quickly dug out, and Ansys has reached a final agreement to acquire Optis, a leading software provider in the field of optical, human vision and physical visual simulation. The transaction is expected to end in full in the second quarter of 2018.

Industry insiders immediately tried to analyze whether Ansys' acquisition of this French company was related to Muddy Waters' short selling. Ansys' merger case still has risks. Market investors and industry insiders also analyzed some specific potential risks.

Including the risks that Ansys and Optis business cannot be successfully merged or that the business merger takes too long and the cost is higher than expected; the risks that after the acquisition, the risks that operating costs, customer churn, business interruption exceed expectations, and the risks that overestimate its ability to maintain growth and profit to control costs; the risks that the company's demand for merged products and services; the risks that the combined products may not meet the expected sales volume; the risks that the uncertainty of quarterly performance fluctuations, etc.

I have to say that Wall Street's analysis institutions are quite professional and have just broken down this series of possible risk issues.

There are indeed certain risks, but these are risks that Ansys can bear. In the long run, it is not a big problem and is not a reason to bearishness, so it is still not enough to explain the strong short-sing behavior of Muddy Waters.

If you can't understand, then wait for Muddy Waters to report the subsequent short selling. Other investors choose to continue to wait and see. After all, the risk of following the trend is too great, far greater than going long.

The outside world didn't know that this was a premeditated insider transaction. Lowell found a transaction made by the founder of Muddy Waters and gave a non-public margin agreement. Muddy Waters made money at both ends, and there was no reason not to trade.

There are no more than twenty people who know the truth. At this moment, the management of Ansys Company has not realized the seriousness of the problem and has no idea that it has been jointly plotted by more than a dozen technology giants with a market value of 100 billion US dollars.

...

The western hemisphere enters the darkness and the eastern hemisphere enters the day.

In Luo Sheng's private office in the Technology Complex, he is currently reading an international news report, which is the news on the US stock market, and it is the short-selling report of Muddy Waters Company for Ansys Company.

Luo Sheng closed the page before he even finished reading the news and said, "Xiao Na, cooperate with Muddy Waters to release the bad news."

This step is a very critical step and plays a fuse.

After a while, Xiaona's response came: "The message has been posted online and has begun to spread."

Luo Sheng smiled comfortably and said, "Let's watch the fun next."

...

As time passed by, a news suddenly began to spread wildly on the Internet. A Costa à la Côte d'Azur engineer anonymously claimed online that Costa à la Côte d'Azur Laboratory made a revolutionary breakthrough in engineering simulation software, especially in computing fluid mechanics CFD, which broke the monopoly situation of Ansys, Siemens and Dassault, the three major giants in the industry, filling the gap in China's engineering simulation software field. Since then, the tight situation in this field has been controlled by Europe and the United States has become history.

The news spread wildly online, and then flew across the sea and spread to North America across the Pacific Ocean.

The next day, Muddy Waters Company issued the latest short selling report very decisively in response to it.

The report details the investment of Costa ça and Shengfeng Capital in industrial software has an average annual investment of US$1.472 billion in the past six years, while China's investment in industrial software throughout the year was only about RMB 100 million.

In the six years since Luo Sheng entered the market, regardless of exchange rate changes, the annual investment scale of China's industrial software has increased by more than 90 times.

No word in the short-selling report of Muddy Waters mentioned that the news of the Costa delta's breakthrough in engineering simulation software in China was circulating in China. Instead, these data were used to perform technical analysis trends, believing that the large-scale investment of Costa delta in the industrial software field of Costa delta and Luo Sheng will inevitably promote rapid technological progress.

As for the name Luo Sheng, who doesn’t know about the technology circle, who doesn’t know about the “Luo Sheng effect” and his ability to create miracles?

At this time, when U.S. stock investors saw this news, they had only one thought in their minds: it's over, the future of ansys company is to see the darkness of their hands and not see where the light is.

If you are targeted by Luo Sheng, you can just look at how miserable the lithography machine giant Asml was back then.

On the same day, the stock of Ansys Company directly plunged a cliff-like dive. After obtaining these "true" news, it triggered panic selling of Ansys Company's stock holders, and more investors participated in the short selling ranks.

The result was that the bears, who had absolute strength, had no power to fight back and directly surrendered.

-15.23%

-28.62%

-42.22%

The corresponding real-time market value also dived along the way.

$20.345 billion.

$17.131 billion.

$13.867 billion.

On that day, the market value of ansys plummeted from the highest point of US$24 billion to US$13.8 billion, evaporating more than US$10 billion, and was almost cut in half.

The short side of the US stock market, which is short-selling ansys stock, is enjoying the fruits of victory and is caring about it. There is no movement on the Costa à. For the news released by the anonymous engineer, if it is fake news, the Costa à did not come out to refute the rumors, and if it is true, it will not come out to confirm it.

Let the bullets fly for a while.

Luo Sheng has set the tone for this matter. The Costa delle of the Blue will never come out to make any comments in person, neither admitting nor denying it. Just pretend that this matter has not happened before, and letting go of the people outside. It doesn’t matter to hang up and do your own thing.

Luo Sheng doesn't do anything now, just sit and wait, waiting for the other party to present the cfd.

Although I have invested in engineering simulation software, it takes three or five years to catch up. Now that the industry's leading companies offer treasures, it means that the three or five years of catching up will save money. Spending the time and capital of birth and capital in further research and development will not take long to transform from a chasing player to a leader.

And the Ansys company that did not provoke anyone became the complete loser.

...
Chapter completed!
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