I can see big data

Chapter 485

For brands like McDonald’s and KFC, except for bread and lettuce, most of its products, such as McNuggets and fried chicken wings, are frozen semi-finished products, which are sent from McDonald’s factories to the world. McDonald's, so the cost is the same, so the product pricing power is in their own hands.

Therefore, the prices of McDonald's and KFC stores across the country are the same, regardless of local income.

The same is true for many products of Liuli handmade burgers. As for the Hetian chicken series, because this kind of chicken is a specific domestic Hetian chicken, it also needs to obtain chicken from its own farm, which affects the interests of the agricultural association.

To put it bluntly, the Japanese Agricultural Association wanted to give Li Han a bad start and make him give up ordering semi-finished products and instead buy their products from the Agricultural Association so that they could make a fortune from it.

But this is unacceptable to Li Han. Originally, Liuli Burger is a handmade burger, and the income is basically manual expenses. If the price of these grains in Japan is used, the price of their products will be very high. It has lost its competitiveness with brands like KFC and McDonald's.

Besides, he just deflated the entire Wall Street elite. What is a small agricultural association?
Originally, Li Han planned to save this plan to delay the chaebols in Japan when he confronted Wall Street.But now Li Han has gained considerable popularity among retail investors all over the world after this confrontation with Wall Street's short sellers, and he can expand the effect of his plan.

And what he has to do is actually short the core companies of the top ten consortia in Japan to burst Japan's economic bubble.

It is unrealistic to directly attack the agricultural association, because the Japanese government has set extremely high tariffs on agricultural products in order to protect the interests of its own farmers and avoid being impacted by imported products from abroad.

For example, watermelon, Japan’s watermelon is converted into several hundred yuan, but China’s watermelon is only a few dozen yuan, so why doesn’t Japan import from China?Because the tariff is close to 900%, the 30 yuan watermelon will have to pay a tax of nearly 270 yuan when it arrives in Japan. After including the shipping and tax in the middle, it is still more expensive than the local watermelon in Japan.

The original intention of this policy is to protect the interests of the country's farmers, so as not to bankrupt the country's farmers, and eventually lead to complete dependence on imports of food.

But in the end, this gave the Japan Agricultural Association a chance to monopolize. They firmly control the agricultural products of the whole of Japan. Associations suck the blood of the nation.

Therefore, to let Liuli handmade burgers enter Japan, it can only be influenced from the side. The top ten chaebols who shorted it will burst the Japanese stock market bubble. At this time, the Japanese market will need more funds, and the Japanese government will also need more taxes. jobs.

Of course, if the economy is so bad that the Japanese government can still refuse their brand to settle in, then Li Han also admits it.

Anyway, he can also make a lot of money by shorting these chaebols, which is not a waste of time.

As for Liuli's handmade burgers, it's over if they don't open in Japan. Opening stores in Europe and South Korea is enough for them to make money. They don't have to open stores in Japan, or they will go bankrupt if they don't open a brand.

But looking at it the other way around, if Japan can't think of a way to alleviate the bursting of the domestic economic bubble, then the trouble will be big.

After this confrontation with short sellers, Li Han also applied for his own Youtube account.This account is actually of little significance, because at critical moments, Youtube can ban him at any time, which is just meaning.

When it is really necessary, Li Han will spread these key news through other means.

However, Li Han always felt a little upset that he couldn't give the Japanese Agricultural Association a hard lesson.

The Japanese stock market can be shorted just like the U.S. stock market, but the current status of the Agricultural Association is too high. With the help of national policies, it cannot be shaken at all. Li Han can't find any bad news that can short it.

There is only one way to attack this association, and that is for Li Han to invest tens of billions of dollars in Japan to establish a new agricultural cooperative association such as the Vegetable Market to compete with the Japan Agricultural Association.

But that would be too costly and time-consuming.

What's more, the price of vegetables in his own country has not yet come down, so what is he worrying about for the Japanese people?

After the decision was made, Li Han began to prepare for short selling this time.

Of course, this time the scope of short selling is relatively large, and it is carried out for the entire Japanese market, so the decline in individual stock prices is relatively small.

As for the method...it is to rely on the price increase of rare earths.

Because the top ten chaebols in Japan are either electrical companies that make semiconductors and electrical components or the automobile industry, these companies have a very large demand for rare earths.

With the help of Li Han, China's rare earth industry is rapidly unifying, and soon there will be only six major rare earth companies left. At this time, the domestic front is unified, and there will be pricing power for rare earths.

At this time, Japan was affected by the sharp drop in U.S. debt, and its economy was already unstable. At this time, it encountered a rise in the price of rare earths. The stocks of the top ten companies will definitely fall.

However, Li Han estimates that the decline in stock prices will probably be maintained at a range of 10 to 15%, which will not be too much, and will not cause Japan to enter the economic depression decades ago, or at most a recession.

Li Han can also accept this result. Only the rich will be affected by this magnitude, and the lives of ordinary people will not change.

Only at this time, the Japanese market will need more foreign capital.

On July [-], the six major rare earth groups issued a statement, stating that they had acquired most of the domestic rare earth mining companies and basically completed the strategic unification.

As soon as the news came out, the most direct reaction was that the price of rare earths in the world began to rise.

After all, nearly 80% of the world’s rare earths are exported from China, and in terms of storage capacity, China’s rare earths are also the largest in the world. This kind of resource is also a very important strategic resource, which is accumulated for any country. The more the better, especially in countries such as Japan and South Korea, where electronic components are the main trade.

On the same day, Li Han posted a message on his social account, saying that under the influence of the dual factors of rising rare earth prices and plummeting U.S. debt, Japan's electrical and automobile manufacturing industries will be affected, and the stock price will drop slightly. Interested Shareholders who are short can give it a try.

And just an hour after he released the news, the stock prices of all companies related to electrical appliances and manufacturing in Japan began to fall.Although the decline in individual stocks is small, the overall decline is quite a lot.

At this time, Li Han was sitting in the office of Qiaokou Company, took the coffee from Liu Jiana, and said with a smile, "Nana, let me test you, why do I know that the stock prices of these companies will definitely fall?"

Liu Jiana pondered for a while, and replied: "Because the price of rare earths has risen, these companies have to keep funds in their hands to maintain the company's operations, and there is no extra funds for stock repurchases. Moreover, the scale of the affected companies is too large and too expensive. Too many, at this time to stabilize the stock price, we can only rely on the country's tax cuts or subsidy policies, but the Japanese government's financial situation is also sluggish due to the plummeting U.S. debt..."

"Smart girl." Li Han snapped his fingers and said in satisfaction, "Besides, the drop in the stock price is not that big. It is a normal stock price fluctuation in the opinion of the board of directors. After the impact of this incident passes, their The stock price will go back up. Of course, that's the fact. But well, we'll have made the money by then."

Speaking of this, Li Han sighed: "It's a pity that the Agricultural Association escaped in the end..."

But Li Han thought about it carefully, and it seems that there is no way to deal with the cancer association. After the Liuli handmade burger is built in Japan, he can deal with the Japan Agricultural Association.

Semi-finished products such as McDonald's and KFC are not agricultural products or food when they enter the customs, but non-tradable goods, which can only be used internally by relevant stores, so they will not be taxed according to Japan's agricultural product tariffs. This tax will be calculated in In the tax paid by the burger restaurant itself.Therefore, Li Han can take advantage of this and transfer the corresponding ingredients from China.

As for ingredients such as lettuce and tomato that are not semi-finished products, Li Han directly established an agricultural cooperation association within the glass handmade burger, and then skipped the agricultural association and went directly to farmers to purchase.

Because of Liuli's handmade hamburger, he has the ability to internally digest agricultural products, and at this time he can fight against the Japan Agricultural Association.Otherwise, if an agricultural cooperative is established empty-handed, not only will no cooperative farmers be found, but even if they are found, the agricultural products received will not be sold.

Conversely, with Liuli handmade burgers, you can first establish an internal agricultural cooperative, and then slowly expand the scale until it can compete with the agricultural association.

At this time, in order to compete with them, the agricultural association will have to purchase ingredients from farmers at a higher price and then sell them at a lower price. This is a healthy market.

I believe the Japanese government will also support him. After all, the Japanese government has suffered from the Agricultural Association for a long time. It is because of this Agricultural Association that the government has to allocate a large amount of funds for agricultural subsidies every year, and the subsidies are still earned by the Agricultural Association.

"Just do it like this." Li Han nodded in satisfaction, stood up and told Liu Jiana, "Intensify the short-selling efforts these days, and I will send you the short-selling prices of these companies when I get back. Remember to send People spread around the world."

"Okay." Liu Jiana nodded, "I'll take you down."

"I didn't expect that." Li Han sighed slightly, "The real hard bone is actually this broken agricultural association in Japan...but no matter how hard it is, I can still chew it off."

(Thanks to the monthly ticket of the little monster in the lotus pond, and thanks to the 10 monthly tickets of Lazy Dragon)
(End of this chapter)