Rebirth 79: I opened a bank in the United States

"Taco Bell!"

"Or the PepsiCo behind it!"

"Look at the location of the eye of the storm, California. It should be supported by Pepsi, an attack by Taco Bell."

Squeezing out the cigarette butt that was about to burn out in the ashtray on the desk, Carter's face showed no joy in locking his opponent.On the contrary, he looks even more sad:
"You said, what is the purpose of their doing this? Judging from this action, it doesn't look like they want to compete for the market. On the contrary, do you think Pepsi has the idea of ​​acquiring HT? Acquire HT's full ownership and then temporarily delist it. Merge with Taco Bell and then go public, or simply use TB and HT as two brands of the same category but with different customer groups, and operate independently to monopolize the Mexican food market?"

"Who knows then?"

Julian shrugged, in his eyes, although this wave of suppression was menacing.But in fact, the process is not responsible, and the other party didn't even think about hiding himself
Do you look down on HT, or think highly of yourself, who knows?
"I think you should think about your purpose and positioning now. The high-speed expansion period of HT is almost over, and its market share is not low. It is not easy to go further. In addition, you yourself It is often said that when the economy recovers, people's demand for cheap food will only decline. This has nothing to do with your materials, even if you use good materials, but low-priced food. People will always pursue better material enjoyment, This has never changed!"

"That's right, the domestic market in the United States is almost done. Instead of spending more to compete for it, it is better to consider taking the step of internationalization, which may be the next development direction of HT."

Carter nodded, bluntly stating that he has no intention of monopolizing the Mexican food market in the United States.

In fact, in the catering industry, monopoly is also very difficult.So what if they monopolize the Mexican food market?They still have countless food choices, and the pay is completely out of proportion to the benefit.

And this is also an important reason why Carter has always developed himself and has almost no competition against Taco Bell.I thought that the other party also had the same ideas as me, that everyone lived in peace, each doing their own things, and making money happily.
Who would have thought, this suddenly happened.
"Taco Bell's situation is very similar to ours, which is where my headache is. Mr. Rogers, and Mr. Robertson, I don't think they can't see that the benefits of monopolizing this niche food market are not great. But They are now."

"Are you in a hurry to raise money now?"

"I'm not in a hurry. Internationalization is just a concept, and it hasn't started yet. Even if it is to start, the supply relationship and market research in the early stage will take a while, and these costs are not large, so HT doesn't need financing for the time being. "

"Then don't worry about the stock market for the time being. Let them follow the trend of the stocks in the hands of retail investors. Of course, if you have more spare money in your hands, it is not impossible to take the opportunity to buy back some shares. Put the main energy on the market. , how to deal with the negative news, how to deal with it, and the appeasement of the major shareholders. As long as they don’t sell a lot of stocks, or give them enough confidence to increase the cost of the other party’s merger and acquisition! This is the best way for you to deal with it right now !"

"Well, that's what I thought just now. It's just the stock market, Mr. Rogers. I see you've been busy recently, and you've grown fat. Please help me keep an eye on it first, can you? After all, you also have HT stock! "

"Okay, okay, just watch it for you! You kid, don't try to tie me up"

The strategy is set, all that remains is execution.

Just when Carter boarded the flight to Memphis, in the New York Stock Exchange, seeing the abnormally increased selling orders of the HT stock on the market, even investors who did not own HT stock also focused their attention on it.
"Is this offending someone?!"

"It seems that I haven't heard any negative reports about them recently."

"Oh, what, haven't you read the California news? Does that mean there are no negative reports?"

"Can you trust the news in California? Isn't it normal to have cow dung in places where cattle are raised? Anyway, I'm from Illinois, and the corn produced by the corn farm next door to my house is mainly sold to HT. I don't see any problems." , must have been targeted!"

"Is there any big brother who can understand the financial report? Help me to read the financial report"

"Look at what you want, don't look at it! Believe me, this is a good thing. If it drops to $7, just enter directly, and you are guaranteed to make a lot of money!"

"Is 7 dollars low? 7.4 is very profitable!"

Amidst the divergent opinions, a large number of retail investors have only one idea: the opportunity to buy the bottom has arrived!
Different from the reaction of retail investors, institutional traders picked up the phone after seeing this scene of volatility.
There are many ways to attack the stock price, but the logic of the price remains the same: if the supply exceeds the demand, it will be cheap, and if the supply is less than the demand, it will be expensive.
From negative reports (dirty water), causing panic, arousing selling sentiment, to selling stocks (increasing supply), driving down stock prices.The core is the organic combination of the two, working together to suppress the stock price.

For the former, the rest of the financial institutions are not too worried.Anyway, it's not about yourself.But the latter.
Isn't this the opportunity to make a profit? !

The stability of the catering industry has also led to a result that the liquidity of stocks is not high.For institutional investors, many institutions hold a large number of long-term holdings, and only enjoy a stable dividend income and convenient services for their customers, nothing more.

Low liquidity means low cost of securities lending.Usually, even if someone wants to take a little bit of bad dividends and borrow stocks from them, their income is limited.However, in this obviously menacing time, it is foreseeable that the liquidity of HT stock will increase significantly, which means:

"Notice! From now on, lend HT shares, and the interest rate will be raised to 25%!"

"Dear shareholders and friends, long time no see, I miss you very much!"

Tennessee, Memphis.

Almost as soon as Carter got off the plane, he presided over the extraordinary shareholders meeting.
Standing in front of the conference room, Carter had a broad and indifferent smile on his face:

"At the beginning of the new year, there was a sudden incident. This is not a good sign. But I believe everyone has read our financial report. Our cash flow is stable, and it is not difficult to deal with this crisis."

"Next, on behalf of the HT Board of Directors, I will announce our response plan. I hope you can maintain your confidence in HT:"

"1. For the most serious topic in the market today, the raw material production place hygiene problem. Divert the topic of attention, start with pure natural and pollution-free, and increase publicity; in this step, you can find scientific research institutions to cooperate and publish such things as "Natural The nutritional value of farmed cattle, the taste of meat is higher than that of industrialized cattle' and other reports. Reverse the direction of public opinion!"

"2. In the financial market, after joint consultation with Fidelity Investments, when necessary, Fidelity Investments, State Street Bank, First National Bank of Boston, Mellon National Bank, Pittsburgh National Bank, and Black Flag Commercial Bank will jointly Repurchase of HT stock to ensure stock price stability. Massachusetts, John Hancock Mutual Life Insurance Company will also become our close partner.”