Rebirth Tokyo 1986

Chapter 386 Investment Strategies
"Huh, they actually agreed, and so quickly."

Upon returning to Tokyo, Masato Takeshita was greatly surprised when he saw the email sent by the American branch.

Texas Instruments built wafer fabs all over the world a few years ago, but the business was only so-so. He thought that even if they wanted to cooperate, it would take a long time.

Unexpectedly, Texas Instruments acted so decisively this time, reaching an agreement in less than half a month.

Yes, for a long-established publicly traded company like Texas Instruments, deciding on a large-scale investment in just half a month is an incredibly decisive action.

Texas Instruments' current market capitalization is barely over $90 billion.

This joint venture to build a factory will require at least 3% of the company's market value in shares, which is nearly 3 million yuan.

"Okay, let's cooperate then."

The young man then started calling Atsuyoshi Koike and asking him to take over the matter.

"Yes, that's good. The second wafer company can start now."

Masato Takeshita was delighted when he read the second email, because Texas Instruments readily agreed to Zhang Rujing's departure.

However, he first needs to take the company's private plane back to China to settle his parents' retirement home.

This was only natural, and the young man readily agreed in his reply email.

After quickly resolving the emails from North America, Masato Takeshita soon arrived at Xinghai Investment.

He suddenly remembered something: investing in Texas Instruments.

Texas Instruments' current market value is only this small, but its peak value is expected to be 1200 billion.

Even if Xinghai Investment's funds withdraw from the stock market in advance, they can still leave with a highly safe $900 billion balance.

In other words, four years later, Xinghai Fund could earn about 10 times the return through Texas Instruments, so it naturally couldn't miss out.

He quickly arrived at Xinghai Investment, and then, while flipping through the investment documents in his hand, he looked up and asked.

Has your company invested in Texas Instruments?

The young man did not see Texas Instruments among these investments, and he did not know whether he had missed it or the company had not invested.

"Texas Instruments has been expanding in many places recently, but its various businesses are performing worse and worse, so we have not chosen to invest."

Texas Instruments' investment strategy has been chaotic in recent years, and its core industries have hit a bottleneck. Naturally, it wouldn't choose a stock that doesn't look promising.

However, judging from the chairman's tone, Texas Instruments seems to have a promising future.

Therefore, he quickly added, "Does the chairman believe that Texas Instruments will not decline but will instead quickly regain its vitality?"

"That's right, Texas Instruments' mobile phone chip business is very promising, currently holding more than 50% of the global market share."

"With the continued explosive growth of mobile phones, Texas Instruments will also benefit."

In the 2G era, Texas Instruments' mobile phone chips held a similar position to Intel's CPU business in the PC market.

It not only designs mobile chip architectures but also manufactures related chips, making it far superior to ARM, the king of mobile chip architecture design companies in the mobile era.

With such a powerful weapon, Texas Instruments will soon rise rapidly alongside the explosive progress of the mobile phone industry.

After discussing mobile phone chips, Masato Takeshita then moved on to PC chips, which are of greatest global interest.

"Texas Instruments' memory chip business is probably going to be a long time coming, but that's just a side business. Texas Instruments has a good share of other chips used in computers."

"In addition, Texas Instruments has its own wafer fabs, so it will not be held hostage by wafer foundries, and its performance will soon see a surge."

Of course, these are just high-sounding excuses, mainly intended to shut up Kamoto Takamasa.

What Masato Takeshita truly believes in is Angell, the current Executive Vice President of Texas Instruments and the next President of Texas Instruments.

After joining Texas Instruments, he began to focus on key businesses, cutting all the unnecessary departments and subsidiaries.

In addition, his extreme emphasis on the company's R&D and his business philosophy of constantly pursuing the latest technologies directly propelled Texas Instruments to new heights.

That's how the world is; most of the time, things are accomplished because of people.

Nokia, which Xinghai Group invested in some time ago, was on the verge of bankruptcy but was saved by Ollila; IBM, not long ago, found Gerstner before it was to be broken up, and the company emerged from its struggles.

The same applies to Texas Instruments right now; they will soon put their chosen one, Angelber, on the CEO's throne.

Of course, most companies struggle to find suitable managers when they decline.

Japan is a typical example of a country where, after the bursting of the bubble economy, countless large companies were unable to find suitable managers.

Sharp, Toshiba, Sega...

One by one, companies went bankrupt or simply collapsed.

Even its own core business, the automotive industry, has fallen into operational difficulties, and Nissan, once Japan's number one automaker, could easily go bankrupt again.

Yes, Nissan has faced bankruptcy multiple times. Fortunately, it was saved by external forces each time.

Of course, those mentioned above aren't the worst off; at least the company is still around.

The worst off are financial companies like Shan Yi Securities and Changxin Bank, which are already in a frenzy and will soon destroy themselves.

Jia Benlongzheng was naturally unaware of the young man's true thoughts; he genuinely believed that his chairman was explaining investment rationale based on industry trends.

He then responded loudly, understanding, "Yes, I understand!"

"I wonder how much money the chairman is planning to invest?"

"Let's say $10 billion, and sell some of the seasonal fund, the poetic fund, and the zodiac fund."

Such a good thing should naturally be shared equally.

In this way, Takeshita Masato and the Seikai Group, who invested the most, will be able to earn more money.

In fact, Xinghai Investment's reforms weren't just about changing its name. The company's funds belonging to Masato Takeshita, as well as the employee fund, also underwent some reforms.

The solar term fund and the poem title fund eventually turned into private equity funds.

The mutual funds that Xinghai Group employees pay monthly to purchase are referred to by the numbers 1234.

This layout is simple and straightforward, avoiding too many problems.

In addition, the reformed fund has made things easier for Xinghai Investment's internal operations.

Of course, although both are funds invested by employees of Xinghai Group, the Solar Terms Fund and the Ci Poetry Fund are slightly different.

The assets of the Seasonal Fund mainly come from Xinghai Group itself and its employees other than young people. Masato Takeshita's personal wealth accounts for only 20%.

The Ci poem fund is different; the vast majority of its funds come from Takeshita Masato.

If he didn't want to hide his wealth more discreetly, he would even prefer to own it all by himself rather than having it shared among three parties.

"Yes, President!"

"Furthermore, the fund will further increase its investment in major companies in the communications and technology sectors."

"In other sectors of the US stock market, funds were all safely withdrawn and then invested in the technology industry."

The internet industry is about to explode, which will rapidly drive computer-related industries.

If Xinghai Investment misses this opportunity, it will lose a fortune.

"Understood, Chairman. This is the area we mainly invest in."

"Good, keep it up."

The young man nodded in satisfaction, and then wrote down several good technology companies he had found in the United States.

"We'll invest a little in all of these, but the total investment from all the company's funds shouldn't be too much; it shouldn't exceed 20%." The surge in US tech stocks requires the active involvement of countless investors. If Xinghai Investment has too many resources, people won't want to participate.

They won't compensate you for the losses, but your accumulated wealth will shrink significantly.

"Another thing is that the company needs to keep buying and selling on a small scale to create the scenario that the stock is very popular and make the stock we own extremely hot."

Stock liquidity is also a crucial factor in identifying highly popular stocks.

Xinghai Group aims to maintain this posture to create the illusion of frequent stock trading, thereby attracting more investors.

After all, no stock investor wants to buy shares that are absolutely controlled by a major shareholder.

If so, then they definitely have insider information about the stock, knowing whether the company's value is steadily increasing or steadily decreasing.

"Please rest assured, Chairman, we have been doing these things all along, and we will not let the stock market stagnate."

Stagnant stocks are very unfavorable for major clients to exit, and Jiabenlongzheng would certainly not make this mistake.

"Very good, as expected of the steady and reliable Mr. Jiaben."

"You flatter me, Chairman."

Besides US stocks, Masato Takeshita also inquired about the situation of Hong Kong stocks.

"It went very smoothly, and the company has made the investment as requested by the chairman."

"That's right. Hong Kong stocks are too easily affected by domestic and international situations. We can only invest in large companies and stock indices."

Star Sea Group has a very conservative investment strategy in Hong Kong stocks, only buying stocks of Chinese real estate tycoons and HSBC, the central bank of Hong Kong.

This way, you won't get rich overnight like in the US stock market, but you also won't be subject to manipulation by big players.

As for British-owned real estate, although it is also a good business, too many British investors are preparing to transfer their wealth out of the country.

Masato Takeshita didn't know if any British companies that hadn't originally planned to leave would suddenly start making moves.

Most of these British-owned companies that are preparing to leave will not have a good ending.

After all, a country's market share is limited, and with too many assets returning, it's impossible to find good projects in a short time.

Furthermore, British-owned businesses in Hong Kong have become accustomed to policies favoring them, resulting in relatively weak business management capabilities.

Returning to their home country or going to Australia wouldn't offer them this kind of favorable treatment; it would be difficult to outmaneuver local bullies in normal business operations.

Xinghai Group was naturally unwilling to invest.

Of course, if given the opportunity to acquire a controlling stake in a British-owned company, Xinghai Group would be very willing.

Because British companies usually occupy the best locations, buying one is basically a guaranteed profit.

For example, Hongkong Land owns numerous buildings in the most prosperous and central areas of Hong Kong Island, allowing them to make a fortune simply by earning rental income.

After reviewing everything, Masato Takeshita checked the time.

"Let's go and eat."

"Yeah, I am a little hungry."

Perhaps because he eats too much at home, the young man always eats simpler meals at the company.

This time was no exception; I only ordered a simple set meal of scallion and egg, potato and beef, seasonal vegetables, and miso soup.

"I heard that things aren't looking too good at Shanyi Securities. Do you know anything about it?"

"I'm sorry, Chairman, I don't have any connections with the senior management of Yamaichi Securities."

When Kamoto Takamasa, Kikuno Shinji, and others were in high positions at Yamaichi Securities, they were considered marginal figures by ordinary employees.

Most of the time, they are not as well-informed as journalists.

If their own chairman wants to learn about Yamaichi Securities through him, he might as well go through the Mainichi Shimbun route.

"It's okay, I'm just asking."

Since Kamoto Takamasa didn't know, the young man stopped talking about that and instead asked about the management situation of Nagasawa Masao, who had taken over Kikuno Shinji's position.

Indeed, after much deliberation, Masato Takeshita finally decided to let Masao Nagasawa take over the US stock investment business.

On one hand, he was a veteran of the company, and it was time for him to take over after Shinji Kikuno left.

On the other hand, there's the issue of trust, so he's prepared to wait a bit longer.

As for the new head of oversight at Xinghai Investment, he was naturally transferred from outside to avoid a breakdown in the oversight system.

Furthermore, it wasn't just one inspector transferred in; rather, two-thirds of the inspectors underwent a major reshuffle.

This will ensure the normal operation of the company's supervisory department to the greatest extent possible and prevent serious problems from occurring in the company.

As for the employees who are being transferred, they will be reassigned to various companies.

In short, the company's supervisory department should not be allowed to conduct long-term oversight in one place, nor should the company's supervisory personnel be allowed to easily form cliques.

They already have enough power; any more and problems will arise.

Then, Masato Takeshita, trying to make conversation, continued asking questions.

"The company is planning to expand its experience in the financial industry. Which industry do you think would be better to enter first?"

"Let's go with insurance; this is the most reliable option."

Kamoto Takamasa had thought about this issue long ago and had discussed it with Kikuno Shinji and others on several occasions.

With so many employees at Xinghai Group, and even more people relying on it for their livelihood, an insurance company should have been established long ago. However, despite his repeated proposals to the chairman, nothing came of it.

However, since the president asked, he naturally had to honestly state his thoughts.

Whether or not to do it is the chairman's business, but whether or not to say it is his business.

This time, Masato Takeshita didn't try to brush it off, but instead thought about it seriously for a moment.

"Insurance is indeed a very good business and it is also very suitable for our company."

By establishing an insurance company, Xinghai Group will not be targeted by Japanese financial groups.

Because companies like Panasonic and Sony have their own insurance businesses.

This is also a characteristic of Japanese companies.

Once a company reaches a certain number of employees, it will establish its own insurance company. The company's employees then become the cornerstone of its insurance business.

He didn't establish an insurance company before mainly because the group was growing too fast and there weren't enough people to manage it.

Things are different now; Xinghai Investment now has a sufficient number of financial management talents.

Besides, as long as the insurance industry doesn't think about expansion, it's the simplest company in Xinghai Group's business.

A few months is enough time to manage it clearly.

Of course, to avoid any problems, Masato Takeshita is still prepared to poach a senior figure in the industry from outside.

External expansion is not required; it is sufficient to operate the company within a general framework.

Having formed an idea in mind, the young man didn't mince words and simply explained his thoughts.

"Jiaben-san, I'll leave the matter to you."

"Yes, President!"

(End of this chapter)