Chapter 765 – Throne
Wavelength.
Korea Newspaper−「Decision to sell BJ Korea Express… The seller is “Food Market”
Fact News− “BJ Group completely denies crisis rumors… “We just came together for the Korean Wave”
Daily News− 「Fair Trade Commission approves Food Market’s acquisition of Korea Express without conditions」
It’s worth turning the Republic of Korea upside down.
News of the sale of BJ Korea Express.
〈 Viewers, you like delivery, right? The excitement of waiting for the delivery man…, You must have felt it at least once. It is said that BJ Korea Express, synonymous with the delivery man, has been sold to a food market! 〉
Even ordinary citizens are familiar with it.
If you say you don’t use it, you’re a spy.
The owner of the industry’s leading delivery company has changed.
It is natural for it to become an issue.
〈BJ Korea Express would be an important affiliate within the BJ Group…〉
〈That’s right.〉
〈I think you need to explain why you suddenly decided to sell? 〉
It is also highlighted in the news.
You are bound to be curious about the inside story.
An economic expert takes the microphone.
About the background of the incident.
〈There are various interpretations about that. BJ Group sold it to overcome financial difficulties and strengthen its cooperative relationship with the food market. BJ Group headquarters is taking the latter position. 〉
It is laid out here and there.
It is not a story of much interest to viewers.
It is important from a business standpoint.
This is because it is directly related to the trust of the company.
〈What do you think, Professor? 〉
〈I would like to offer a third interpretation.〉
〈Third interpretation?! 〉
Financial difficulties?
Aren’t companies going bankrupt?
Investment funds may escape.
‘I guess I can roughly wrap it around like this.’
We are receiving support from BJ Group.
Professor Kim Moon-cheol of Baekje University gives the answer he has prepared.
〈BJ Group is having friction with Lupine. Isn’t it to sort out the fundamental cause? By selling Korea Express, BJ Group can be said to have gained a double benefit. 〉
A story that can now be solved.
It prevents BJ Group’s financial difficulties from being highlighted.
Likes: 6,974 Angry: 892
[Comments on the article]: 1,892
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Lws1****
That’s why BJ CheilJedang and Lupine were fighting…
If there is no BJ Korea Express, there is no need to fight with each other?
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Khw0****
Wow, so now Lupine is fighting the food market?
The battle of wits between companies is exciting.
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Yong****
BJ CheilJedang’s Viego dumplings are doing well
Food markets are also doing well overseas!
I hope the two companies demonstrate synergy and promote national prestige!!
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Ordinary citizens roughly agree.
It’s just going to be interesting news, though.
〔Korea Stock Gallery〕
─Lupin short selling report has appeared
─Plaster Lupine falls apart ㄷㄷㄷㄷㄷ
─The food market seems like a huge boon.
─A review of the sale of Korea Express from an equity perspective. Txt
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Investors.
Consider it more seriously.
About the impact of this M&A.
─A review of the sale of Korea Express from an equity perspective. Txt
1. Money transfusion
For short-term purposes, I would have only done TRS
It is a contract that guarantees the principal and pays interest even if the value of the stock falls.
Instead, they take the voting rights
Strategies to defend management rights of conglomerates
2. Corporate cooperation
If it was a collaboration, there would usually be an exchange of shares…
However, in this sale, only the shares of Korea Express were sold unilaterally.
3. Conclusion
BJ Group appears to be in financial trouble
I don’t know if it’s real cooperation?
└You idiot, you’re good at analysis. What’s your return rate?
Author− 80,000 Electronics
└You’re wasting so much money in Türkiye haha
└How urgent would it be to sell Korea Express?
There is no choice but to argue.
It is impossible to know the true circumstances of the company.
One thing is certain.
What this means is that Korea Express was sold to Food Market.
─The food market seems like a huge boon.
[Article about acquisition of BJ Korea Express. News]
If Korea Express is acquired
Doesn’t that mean you can even do e-commerce like Lupine?
└True
└I already have a shipping fee ㄷㄷ
└Logistics will become the strongest
└I will do all the production, logistics and sales. Chew. LOL
Expectation.
It is natural that it is created.
I don’t know if it will really come true.
It is preemptively reflected in the stock price.
This is how the company will grow in the future.
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『Lupin』
8.20＄ ▼59.69＄ (−87.92%)
[Graph plummeting since listing. Jpg]
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There are bound to be cases of the opposite.
Companies that face headwinds.
─Plaster Lupine falls apart ㄷㄷㄷㄷㄷ
[Lupin daily chart. Jpg]
Plunged by more than 40% in one day
We’ve been stuck for a whole year already. Shareholders are going to cry.
└How dare you buy dog miscellaneous liquor? LOL
└Big picture of profit and loss account
└It’s a Yankee company anyway
└I invested so much in celebrities, but they are not as good as Joo-Bung
The logic of capitalism without blood or tears is applied.
Stock prices plummet.
It’s not something to look at with excitement.
Global funds that manage tens or hundreds of trillions of won.
─Lupin short selling report has appeared
[Lupin short selling report capture. Jpg]
Lupine’s current missile delivery, missile flash, subscription economy, etc.
It is said that the food market can be upwardly compatible
Lupine is heading down a path of guaranteed failure
All investments worth over billions of dollars will be wasted, and it will eventually go bankrupt.
└Wow, you speak scary words
└I heard that Softbank, the company behind Lupine, is having a hard time these days.
└ㄹㅇ It seems like that
└Jeong-eun was the originator of the missile delivery, this bastard haha
Evaluate corporate value.
The moment you deviate from the standards, it hits you like a knife.
It’s too cruel.
It’s a calculation.
It may seem that way.
─Foreigners are buying at a scary pace in the food market…
[Trading trends by food market investors. Jpg]
Net purchase for two consecutive months
This is madness, madness
└Where on earth are you going?
└It was no joke to be ranked #1 in KOSPI
└I heard foreigners really like it
└It is the only stock in the bureau that allows value investment
Stock market.
It was originally that kind of place.
You must move according to the company’s values.
‘…’
It’s just that it wasn’t followed.
A few forces are tightly controlling the movements of the market.
“If you review recent foreign reports, the food market’s overvaluation does not seem to be an exaggeration. This is reflected in the aggressive short selling of Lupine…”
Hyundai Asset Securities CEO Yoo Yeon-tak is out of breath.
A tower built over decades.
‘Does this, this, this make sense?’
Everything seems to be falling apart.
I have no choice but to listen to the executive’s briefing with mixed feelings.
“Food Market is entering e-commerce?”
“No, if that becomes a reality…”
“How much are you trying to raise the target price!”
Short selling.
It doesn’t end after you hit it.
You have to pick it up again later.
In most cases, no problems arise.
A chart that reaches a high point is bound to collapse.
Crack!
Not so.
It continues to rise.
Something ridiculous is happening.
“So?”
“Yes, analysts’ opinions are divided into two. They are of the opinion that if the food market really enters e-commerce, it will exceed the market value. On the other hand, the risk of this is…”
“No, how much does a short squeeze cost!!”
In the Korean stock market.
Short selling is sure to win.
‘It doesn’t matter whether you really do it or not!’
97.5%.
The secret to short selling’s high winning rate is not that the direction is always right.
As a result, you win.
The market system and their financial power make it that way.
“At this point, I don’t dare to guess. I don’t know if foreigners willingly sell 20% of the volume…”
I got away with it.
It is showing growth potential that far exceeds the forecasts of securities companies.
Yu Yeon-tak also knows.
It is no longer possible to just say that the food market’s stock price is a bubble.
“What is the other way?”
“It is possible to fall for monopoly… But it is not easy because Korea Express has only a 30% market share and there are also competitors such as Lupine.”
I want to be unreasonable.
It has definitely worked so far.
The thought that it won’t work doesn’t work.
‘…’
It is even more difficult to understand that something that has been in place for decades is no longer possible.
Humans believe in their own experiences.
The time has come to believe in something else.
The reality before our eyes cannot be denied, even if we try to deny it.
“Representative Yoo, the story is wrong!”
“I pushed ahead because you said you were sure…”
“No, why did you ask me to live alone?”
“This person’s mouth is now pierced.”
Astronomical losses.
It is natural that it leads to internal strife.
Representatives of the top 10 securities companies are going wild.
I want to avoid responsibility.
They become more emotional because they know they can’t.
“For now, let’s proceed with the briefing! The fundamental cause… Is that the market highly evaluates the corporate value of the food market. There must be an unexpected accident, but since it is literally an accident, I cannot dare to predict it and tell you this. Please forgive me.”
Even executives giving briefings are embarrassed.
This is the first time I have seen hair growing on my head.
‘With one pure corporate value.’
The rulers of Yeouido.
It brought those who could be called that to their knees.
I don’t know how this situation will play out.
It’s not something you can predict, though.
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『Food Market』
4,210,000 won ▲2,420,000 won (+135.19%)
[Graph rising as if it will pierce the sky. Jpg]
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One thing is certain.
There comes a moment when we have to admit that the throne has changed.
