Chapter 683： [1 fake news destroys a technology giant]

Wang Xin is very excited recently because he received an important task assigned by the company’s top management to require at least 50% arbitrage within three months in the Azure-5 futures market in Mexico. The principal of Shengfeng Capital is 20 billion. The dollar, the leverage ratio is up to him. In short, Wang Xin and his team are in full charge.

This is the first time that he has independently traded more than 100 billion yuan without leveraging his career. It is not domestic, but on the international stage, he is faced with the sharp-sounding wolf on Wall Street.

Wang Xin decided to go to Mexico in person to conduct firm operations there. Of course, he concealed his identity and went abroad.

Nowadays, Wang Xin is already a well-known trader in the industry. Many private equity tycoons know that there is a trader named Wang Xin under Shengfeng Capital, so this trip must not be publicized. If the outside world knows him Appeared in Mexico, then the Azure-5 futures market over there suddenly appeared a big bank, the fool knew that it was related to Shengfeng Capital.

By then, no one will play, because Shengfeng Capital is behind Luo Sheng, and Luo Sheng is the creator of the Côte d’Azur, and Azure-5 is the flagship product of the Côte d’Azur.

Looking at the information, other players, including those on Wall Street, came up with the answer: must lose.

That all has to say bother bother.

...

At about the same time that Wang Xin led the group to attack, a strange thing appeared in the US stock market, which attracted many eyes. The world-renowned bearish organization Muddy Water Company suddenly released Ansys, a leader and innovator in the global engineering simulation software industry. Short report briefing.

How streamlined is the content?

The short-selling report of Muddy Water pointed out that Ansys is not optimistic about the inflection point that is about to usher in and will go into recession.

That's it, it's gone!

At the same time muddy water company pointed out that it will further release a detailed short report.

When this short-selling report came out, other investors in the market were in a state of coercion, and it was impossible to judge the authenticity of this short-selling report.

What's even more embarrassing is that the Muddy Water Company is really playing, and it really smashed $2 billion into the bearish Ansys company. At that time, the company's stock was $280.56 per share and the total market value was $24.08 billion.

The head of the company, Jim Kasman, soon received the news that the infamous muddy water was shorting Ansys, and Kasman was also stunned.

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

Ansys has a good performance. This year's Q3 financial report net profit was 82.48 million US dollars, an increase of 36.58% year-on-year, and operating income was 280 million US dollars, an increase of 12.86% year-on-year. Its CFD software is the crown of the industry.

Why is your muddy water company singing empty?

But at this moment, other investments in the market have not followed up, and the operation of the muddy water company is too fascinating to understand at all.

Now he is waiting for his follow-up detailed short report, and during this time, the outside world has also begun to continuously analyze and interpret the basis of the muddy company short.

Some information was quickly dug out. Ansys has reached a final agreement to acquire OPTIS, a leading software supplier in the fields of optics, human vision and physical visualization simulation. The transaction is expected to be fully concluded in the second quarter of 2018.

Industry insiders immediately tried to analyze whether the acquisition of this French company by Ansys was related to muddy water short selling. The merger of Ansys was still risky. Market investors and industry insiders also analyzed some specific potential risks.

Including the risk that Ansys and OPTIS business cannot be successfully merged or the business merger takes too long and the cost is higher than expected; the risk of operating costs, customer churn, business interruption exceeds expectations after the acquisition, overestimating its growth and profitability to control costs The risk of the ability of the company; the uncertainty risk of the company's demand for merged products and services; the risk of the merged product may not reach the expected sales volume; the uncertainty risk of quarterly performance fluctuations, etc.

It must be said that Wall Street's analysis agencies are quite professional, and this series of possible risk issues is broken.

There are certain risks, but these are the risks that Ansys can bear. In the long run, it is not a big problem, and it is not a reason for short-selling.

Unable to understand, then wait for the subsequent short report of muddy water, other investors choose to continue to wait and see, after all, the risk of following the short is too great, far greater than long.

The outside world didn't even know that this was a premeditated insider deal. Lowell found a deal made by the founder of the muddy water company and gave an undisclosed margin agreement. The muddy water made money at both ends, and there was no non-dealing. Reason.

There are no more than twenty people who know the truth, and the management of Ansys at this moment has not realized the seriousness of the problem. It is not clear that they have been jointly secreted by more than a dozen technology giants with a market value of hundreds of billions of dollars. .

...

The western hemisphere entered the night, and the eastern hemisphere entered the day.

In Luo Sheng's private office in the Science and Technology Complex Building, he was watching an international news report at the moment, which was news from the US stocks, and it was a muddy water company's short report to Ansys.

Luo Sheng closed the page without even reading the news, and said, "Xiao Na, cooperate with the muddy water to let out the bad news."

This step is a very critical step and serves as a fuse.

After a while, Xiao Na's response came: "The news has been posted online and started to spread."

Luo Sheng smiled comfortably: "Let's watch the excitement next."

...

In the past of one minute and one second, a sudden news began to spread on the Internet. An Azure Coast engineer anonymously claimed on the Internet that the Azure Coast Laboratory has made a revolutionary breakthrough in engineering simulation software, especially in CFD. In one fell swoop, it broke the monopoly of the three giants in the industry, Ansys, Siemens and Dassault, and filled the gap in the field of engineering simulation software in China. From then on, the situation in this field that was dominated by Europe and America became history.

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

The next day, the muddy water company very decisively released the latest short report echoed with it.

The report detailed the average investment of the Côte d'Azur and Shengfeng Capital in industrial software in the past six years, with an average of 1.472 billion US dollars per year. Prior to this, Huaguo's annual investment in industrial software was only about 100 million yuan. .

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

There is no word in the muddy water company’s short report mentioning the news of the great breakthrough in the engineering simulation software of the Côte d’Azur Laboratory on the Chinese side. Instead, these data are used to make a technical analysis of the general trend. Large investments in the field of industrial software will inevitably promote rapid technological advancement.

And the name Luo Sheng, who does not know the people in the science and technology circle, who does not know the "Luo Sheng effect" and his ability to create miracles?

When American investors saw these news at this time, there was only one thought in their minds: finished, Ansys's future is the darkness where you can't see your fingers, and you can't see where the light is.

Luo Sheng was eyeing, just look at how tragic the lithography machine giant ASML was.

On the same day, US stocks opened Ansys’ stocks directly in a cliff-diving situation. After getting these “real hammer” news, it triggered panic selling of Ansys stock holders, and more investors participated in the short list Come.

The result is that the air party, who has absolute strength, has no power to fight back the multi-faceted blaster and directly surrenders.

-15.23%

-28.62%

-42.22%

The corresponding real-time market value also dives along.

USD 20.345 billion.

$17.131 billion.

$13.866 billion.

On the same day, the market value of Ansys plunged from US$24 billion at its highest point to US$13.8 billion, evaporating more than US$10 billion, and was almost cut.

The U.S. stocks who sang empty Ansys stocks are enjoying the fruits of victory and carnival There is no movement on the Côte d’Azur. For the news released by the anonymous engineer, if it is false news, the Côte d’Azur did not come out to dispel rumors. If it is true, it has not been confirmed.

Let the bullets fly for a while.

Luo Sheng has set the tone for this matter, and the Côte d’Azur will never come out to make any evaluations personally, neither admit nor deny it, just because this has not happened, how can the outsiders toss with them, and it’s none of their business Hang high and do your own thing with a dull head.

Luo Sheng does nothing now, just sit and wait, waiting for the other party to offer CFD.

Although engineering simulation software has its own investment, it can take three to five years to catch up with itself. Now that some leading companies in the industry are offering their treasures, it means that the catching time of these three to five years is saved and the money is saved. Using the time and capital that was born for further research and development, it will not take long to change from a chaser to a leader.

Ansys, who didn't provoke anyone, became a complete loser.

...