Becoming the King of Bottom Fishing After Going All-In on A-Shares

Chapter 122 First Meeting

I found a coffee shop, opened my computer, and took a look at my holdings.

Holding stock: China National Building Material (HK3323)

持股数量：11250万股成交均价：1.60港元收盘价：4.09港元持仓市值：46012.50万港元当日盈亏：+2475.00万港元（+5.68%）

Unrealized profit/loss: +28012.50 million HKD (+155.63%)

Holding 12.47% of the total H-share capital, triggering a disclosure requirement, with a six-month lock-up period. Target stock: Conch Cement (HK0914)

持股数量：2132.63万股成交均价：18.50港元收盘价：28.85港元持仓市值：61526.38万港元当日盈亏：+6601.16万港元（+12.04%）

Unrealized profit/loss: +22066.38 million HKD (+55.94%)

Holding approximately 4.93% of the total H-share capital, and not triggering a disclosure requirement for this holding: Galaxy Entertainment (HK0027)

持股数量：94500万股成交均价：0.70港元收盘价：0.65港元持仓市值：61425.00万港元当日盈亏：—5355.00万港元（—8.02%）

Unrealized profit/loss: -HKD 4756.50 million (-7.19%)

Holding approximately 24.01% of the total H-share capital, the target of which has triggered a disclosure requirement: SJM Holdings (HK0880).

持股数量：27500万股成交均价：1.275港元收盘价：1.39港元持仓市值：38225.00万港元当日盈亏：+2475.00万港元（+6.92%）

Unrealized profit/loss: +3162.50 million HKD (+9.02%)

Holding 4.99% of the total H-share capital.

合计持仓总市值：207188.88万港元帐上现金：约10.64亿港元总资产：313588.88万港元当日总盈亏：+6196.16万港元（+2.02%）

Total unrealized profit/loss: HK$48484.88 (+15.46%)

After glancing at the screen, Wen Zhiyu asked, "When will we announce that we hold 24.01% of Galaxy Entertainment's shares?"

After pondering for a moment, Lu Chenzhou replied, "Tomorrow!"

6 p.m., Mandarin Oriental Hotel, Mandarin Ballroom.

When Lu Chenzhou and Wen Zhiyu arrived, Assistant He was already waiting at the door.

He led the two into a private room, where there was only one person inside.

Lui Che-woo sat across the round table, wearing a dark jacket, with gray hair, and looked to be in good spirits.

Seeing Lu Chenzhou enter, he stood up and extended his hand.

"Mr. Lu? I've heard so much about you."

"Mr. Lü."

The two shook hands and sat down.

Wen Zhiyu sat next to Lu Chenzhou, and Assistant He stepped outside the door and gently closed it.

The private room fell silent.

Lui Che-woo did not speak immediately.

He picked up his teacup, took a sip, and then looked at Lu Chenzhou, remaining silent for a few seconds.

"Has Permira's contract been signed?"

"Signed."

0.72?

0.72.

Lui Che-woo nodded, without commenting on the price.

"You study in Beijing?"

"Renmin University, junior."

Lui Che-woo was silent for a few seconds, as if he was thinking about something.

"At 20 years old, you're the first person to dare to buy Galaxy Entertainment shares at this time."

Lu Chenzhou did not respond.

Lui Che-woo put down his teacup and looked at him.

"I heard you started trading stocks in September and have been doing so since you started with 10,000 yuan."

"Yes."

"How did you do that?"

"Look carefully, then place your bet."

Lui Che-woo paused for a moment, then laughed.

"Look carefully, then place your bet." These six words are easy to say but hard to do.

He paused for a moment: "Many people saw it clearly, but dared not place a bet."

Many more people didn't see clearly and placed bets haphazardly.

You can see it clearly, yet you still dare to place a bet.

It wasn't easy.

Lu Chenzhou picked up his teacup and took a sip: "Mr. Lü, you flatter me."

Lui Che-woo waved his hand.

"It's not an overstatement, it's the truth. I've been in business for decades and have met many people."

Those who can achieve this at this age can be counted on one hand.

He stood up and said, "I won't bother you anymore. If you need anything in Hong Kong, you can come to me."

Lu Chenzhou also stood up: "Thank you."

The two shook hands.

Lui Che-woo patted him on the shoulder, then turned and left.

As Lui Che-woo disappeared through the doorway of the private room, his assistant, He, entered and respectfully inquired, "Mr. Lui, Ms. Wen, shall we serve the dishes now?"

Lu Chenzhou shook his head, his gaze falling on Victoria Harbour outside the window. The setting sun had sunk below the horizon, and the neon lights along the shore lit up one after another, making the sea surface shimmer with color.

"No need, we have other things to do, we'll be going now."

Wen Zhiyu put away her notebook, got up after him, and couldn't help but ask as they left the private room, "Aren't you going to eat? Mr. Lü specially invited us; wouldn't that be too impolite?"

"Is it impolite? Our relationship with the Lü family is a cooperative one where each party gets what they need, not one of us trying to curry favor."

What he wanted was for someone to stabilize Galaxy Entertainment's shareholding; what I wanted was for him not to interfere with my shareholding. A meal was insignificant.

Stepping out of the Mandarin Oriental Hotel, the evening breeze, damp with sea air, hit her face. Wen Zhiyu wrapped her coat tighter around herself and looked at Lu Chenzhou with a hint of anticipation: "Where to next? Are we staying in Hong Kong tonight?"

Lu Chenzhou checked the time; it was just past six. "Let's go back!"

"Then why did you come?"

"I came here so that he could see me, not for food."

Wen Zhiyu opened her mouth as if to say something, but seeing that he was already hailing a taxi, she swallowed her words. What a blockhead.

The taxi headed towards the airport.

Wen Zhiyu leaned against the car window, watching the lights of Victoria Harbour recede one by one.

Lu Chenzhou.

"Um.

"You bought a public offering shell company this morning, flew from Beijing to Hong Kong this afternoon, signed a 6 million contract, met with Lui Che-woo, and then flew back to Beijing that night. Aren't you tired?"

Lu Chenzhou thought for a moment: "Tired."

"Then why not leave tomorrow?"

"The market will open tomorrow, with the A-shares index at 1700 points. Private and public funds have just started their operations, so there are many things to keep an eye on."

Wen Zhiyu remained silent for a few seconds.

"You're always so busy, you can't even sit still for a day."

Lu Chenzhou didn't reply. He looked at the night view outside the window, his mind preoccupied with tomorrow's events.

With the A-share market at 1700 points and Hong Kong stocks experiencing a correction, and still having cash on hand, the company will raise as much private equity funding as possible.

Wen Zhiyu looked at his profile and didn't ask any more questions.

9:30 PM, Beijing Capital International Airport.

Lu Chenzhou and Wen Zhiyu walked out of the arrival gate; the night breeze was much cooler than in Hong Kong.

Wen Zhiyu shrank her neck and zipped her coat all the way up.

Zhang Yixing stood at the exit, wearing a thin down jacket, holding up his phone with the screen lit up.

He waved when he saw the two of them come out.

"here."

Wen Zhiyu was taken aback for a moment: "Why are you here?"

Zhang Yixing put his phone in his pocket: "Xia Yaozong said you guys are coming back tonight and asked me to pick you up, but he's busy and went to see his dad's friend."

He glanced at Lu Chenzhou, then at Wen Zhiyu.

"Is everything settled in Hong Kong?"

"It's done," Lu Chenzhou said.

Zhang Yixing didn't ask any more questions and turned to walk towards the parking lot.

"Let's go, the car's over there. It's Xia Yaozong's Mercedes-Benz; it's the first time I've ever driven a luxury car."

In the car, Zhang Yixing glanced at Lu Chenzhou in the rearview mirror.

"Shenzhou, someone came to ask about private equity today."

How many people?

"Quite a bit. Guo Fansheng's side added 500 million, Qiu Guogen's side remained unchanged at 2000 million. There are also some alumni from Renmin University, and adding them up bit by bit, it's roughly..."

"How much?" Lu Chenzhou asked.

Zhang Yixing calculated: "Today, the intended funding is about 1 million yuan."

Wen Zhiyu gasped.

"one day?"

"One day," Zhang Yixing said. "And that doesn't even include the public funds. The old public fund products are still available, and the QDII quota is $3 million. Today, quite a few people came to ask how to subscribe."

Lu Chenzhou leaned back in his chair without saying a word.

Zhang Yixing glanced at him in the rearview mirror.

"Shenzhou, the A-share market is at 1700 points. Aren't you afraid to raise funds at this time?"

Lu Chenzhou opened his eyes: "What are you afraid of?"

"I'm afraid no one will invest, I'm afraid of losing money if I do invest, and I'm afraid of being criticized if I lose money. You have to understand that in the current market environment, you're the only one who dares to raise funds to enter the market."

Lu Chenzhou remained silent for a few seconds.

"You asked the same question on September 18th when the index was at 1900 points."

Zhang Yixing opened his mouth, but no words came out.

Wen Zhiyu sat in the back row, looking at the lights flowing outside the window.

The nights in Beijing are quieter than in Hong Kong.

There was no sea, no neon lights, only streetlights receding one by one.

She recalled how Lu Chenzhou signed the 6 million contract in the Permira conference room that afternoon.

His fingers didn't tremble, and his expression didn't change; it was just like getting a meal in the cafeteria.

She recalled that evening in the Mandarin Hall when Lui Che-woo stood up and said, "You're the first one," Lu Chenzhou simply picked up her teacup, took a sip, and said nothing.

She remembered that in the taxi earlier, he said he was "tired" and then continued thinking about tomorrow.

This person never stops.

10:30 PM, West Gate of Renmin University.

Zhang Yixing parked the car on the side of the road, and Lu Chenzhou got out of the car.

Wen Zhiyu followed behind him, and stopped at the school gate.

Lu Chenzhou.

"Um.

What time are we going to the science park tomorrow?

"7:30."

Wen Zhiyu nodded and turned to walk back to the dormitory.

After walking a few steps, she stopped and turned around.

"You landed a 6 million yuan contract with a mutual fund today, and you're flying back tonight. Don't you think you should celebrate?"

Lu Chenzhou thought for a moment. "What are we celebrating?"

"Congratulations on becoming the second-largest shareholder of Galaxy Entertainment."

Lu Chenzhou paused for a second, then stepped forward.

Wen Zhiyu stood there, stunned, watching him walk over.

The streetlight shone on his face, and his expression remained calm and composed, but his eyes were different.

There was something in those eyes that she had never seen before.

Before she could react, his hand was already on her waist.

It wasn't an embrace, but a gentle hold, as if afraid she would run away.

With his other hand, he brushed away the stray hairs from her cheek, his fingertips tracing her earlobe, the touch slightly cool.

Wen Zhiyu stopped breathing.

It was quiet all around. The ginkgo leaves shone golden under the streetlights. The wind blew from the west, swirling the leaves up and then letting them fall.

Students occasionally passed by the school gate; some glanced at it, some didn't notice, and some quickened their pace.

Lu Chenzhou lowered his head.

His lips landed on hers.

It's not a test, not a superficial attempt.

It was a definite decision, a serious one, and a bet placed only after careful calculation.

Wen Zhiyu's mind went completely blank.

She felt his hands tighten around her waist, felt his lips were a little cold, and felt her heart pounding as if it would jump out of her chest.

She didn't know where to put her hands, so she finally grabbed the hem of his coat.

It's neither pushing away nor pulling closer.

He just held on to it, like he was clutching a lifeline.

I don't know how much time passed; it could be a few seconds or a century.

Lu Chenzhou released her and took a half step back.

His expression remained the same, but the tips of his ears turned red.

Wen Zhiyu stared at him for two seconds, then lowered her head and buried her face in her scarf.

Her ears turned red, her neck turned red, and she looked like a boiled shrimp.

"You..." Her voice was muffled by the scarf, "You, even your kisses sound like you're placing an order."

Lu Chenzhou remained silent.

Wen Zhiyu looked up and glared at him.

But her eyes were wet, not from crying, but something indescribable.

It felt like something I'd been waiting for had finally arrived, yet also like something I hadn't expected to get so quickly.

"When did you make up your mind?" she asked.

Lu Chenzhou thought for a moment. "Just now."

"Just now?"

"You mean when we're celebrating?"

Wen Zhiyu stared at him for two seconds, then smiled.

She laughed softly, but her eyes were bright.

"You, you even need a reason to kiss."