Dong Mingzhu's Theory of "Long-term Investment": Increased Gree Holding in 32 Times in 3 Years

OFweek smart home network news Shenzhen Stock Exchange website disclosed, Dong Mingzhu in May 9 through the bidding transaction to increase holdings of Gree Electric 10,000 shares. And just the day before, she added 30,000 Gree shares. This two-time increase means that Dong Mingzhu has completed her 32nd holding of Gree Electric Appliances.

With the 32 holdings of Dong Mingzhu, Gree's share price has been rising. Investment Gree Electric made Dong Mingzhu's worth worth 1.46 billion yuan. However, Zhuhai Yinlong shares held only last year still have higher market value.

32 times holdings

He twice held a total of 40,000 shares of Gree Electric Appliances and spent RMB 1.26 million in Dong Mingzhu.

The information disclosed by the Shenzhen Stock Exchange shows that Dong Mingzhu’s 30,000 Gree Electric Appliances shares, which were increased on May 8th, had an average transaction price of 31.76 yuan per share and a total of 952,800 yuan. The 10,000 Gree stocks bought on May 9 were sold at a price of 30.73 yuan and cost 307,300 yuan.

40,000 shares of Dong Mingzhu added 0.0067 shares. Taking the 44.8885 million shares owned by Dong Mingzhu after the increase in holding on May 9th, its shareholding ratio is still around 0.74%. This figure is basically the same as that of Gree Electric in its quarterly report. In the first quarterly report of 2017, Dong Mingzhu’s shareholding ratio was also 0.74%, making it the ninth largest shareholder of Gree Electric Appliances.

Dong Mingzhu has made 3 overweight holdings of Gree Electric in 2017.

Her first increase this year occurred in January. On January 18, the Shenzhen Stock Exchange website disclosed that on January 16, 2017, Dong Mingzhu added 130,000 shares of Gree Electric Appliances Co., Ltd. at an average transaction price of 23.58 yuan. She got 0.0216 per cent of the total share capital of Gree Electric with a total transaction volume of 3.0654 million yuan.

Since Dong Mingzhu’s first increase in holdings of 5,500 Gree Electric Appliances shares since March 7, 2014, she has completed 32 stock holdings in more than three years. According to the calculation of the average transaction price disclosed by the Shenzhen Stock Exchange, Dong Mingzhu’s 32 holdings totaled nearly 38.6 million yuan.

Dong Mingzhu’s increase in holdings has two intense periods. She intensively increased holdings of Gree Electric Appliances 9 times in January-February 2016, accumulatively buying 458,000 shares and spending approximately RMB 8.22 million, which accounted for 21.3% of its total investment in holdings. Dong Mingzhu also intensively increased holdings of Gree Electric Appliances 13 times in September 2015, accumulatively buying 1.4 million shares at a cost of about 20 million yuan, which accounted for 52% of its total investment in holdings.

Dong Mingzhu’s time to hold Gree Electric shares goes back to 1996. When Gree was listed in 1996, Dong Mingzhu only held 500 shares of Gree Electric. Her shares held by Gree Electric mainly come from equity incentives implemented by Gree Electric in 10 years.

Gree Financial Report disclosed that Dong Mingzhu had obtained 6.26 million shares of Gree Electric Appliances in 2006, 2007 and 2009 through equity incentives. The subscription prices for the three equity incentives were 5.07 yuan, 3.87 yuan, and 4.49 yuan, respectively, costing 27,436,400 yuan. The information disclosed by the Shenzhen Stock Exchange revealed that only the last two equity incentives allowed Dong Mingzhu to obtain approximately 0.48% of Gree Electric's shares, which accounted for 65% of its shareholding.

Market value has reached 22 times investment

As an iconic figure with Gree painting, Dong Mingzhu has never reduced Gree's shares in his hands even when he was externally called debt investing in Yinlong. Liu Buchen, a veteran household appliance industry observer, told the China Times reporter that Dong Mingzhu’s increase in Gree Electric Appliances’ share of confidence in the capital market is beneficial to the stock price growth.

On the other hand, Dong Mingzhu’s huge profits from holding Gree stocks cannot be ignored.

On May 11, Gree's closing price was 32.88 yuan, up 4.45% from the previous day. At roughly this price, the value of Gree's shares held by Dong Mingzhu has reached RMB 1.46 billion. This figure is 22 times that of Dong Mingzhu’s investment in Gree Electric.

Dong Mingzhu has also talked about the high returns on investment in Gree Electric.

At the end of April this year, she responded to the outside world's response to Gree's high dividend payout plan: “Gree is the best listed company as an investment. I was 10,000 yuan at the time,” she said in 2014. In December, he also stated to the public: “For example, the market value of my investment of 10,000 yuan in 1996 is now 18 million yuan, so do you think it is good for long-term investment or short-term speculation?”

Behind the soaring stock market value, Gree's stock price continued to rise. After announcing the acquisition and resumption of the acquisition of Zhuhai Yinlong in September 2016, Gree’s share price rose from 19.22 yuan at the time of resumption to 32.88 yuan at the close of May 11th. The increase was as high as 71%.

In addition, Dong Mingzhu's many shots are all at the low point of Gree's stock price. According to the “Huaxia Times” reporter’s statistics, of the 32 holdings of Dong Mingzhu’s, there were 23 holdings of prices that were below 19 yuan. In September 2015, the lowest average transaction price in its holding history was 15.83 yuan. According to the “Huaxia Shibao” reporter, the A-share bull market ended June 2015 and September 2015 with a “share hit” and a thousand-dollar limit-down.

In addition to the stock market value soaring in the hands of the stock price rise, Dong Mingzhu also got a dividend of over 200 million yuan from Gree.

Gree Electric Appliances 2016 annual report announced that it will take out 10.828 billion yuan dividends to shareholders. At the time, Dong Mingzhu, who held Gree Electric's 4,411,850 shares, received a total of 79.97 million yuan (before taxes). This figure is nearly 13 times that of Gree Electric's 2016.67 million yuan in salary before getting tax.

Even in 2015, when revenue was reduced by 40 billion yuan, Gree Electric Appliances still launched a dividend payment plan of 15 yuan per 10 shares. Dong Mingzhu received a profit of 65.73 million yuan. Gree Electric's bonus plan in 2014 was 10 to 10 pay 30 yuan, and Dong Mingzhu received more than 60 million yuan.

It is worth noting that Gree Electric's stock is not Dong Mingzhu's largest asset in its hands. The value of Zhuhai Yinlong’s stock in its hands is greater than that of Gree Electric.

Business information shows that Dong Mingzhu had previously become the second shareholder of Zhuhai Yinlong with a shareholding ratio of 17.46%. The actual capital contribution corresponding to the registered capital of 190 million yuan is about 2.3 billion yuan. The company name of Zhuhai Yinlong changed from a limited liability company to a joint stock limited company means its goal of listing. Liu Buchen told reporters that Zhuhai Yinlong may seek a listing within two years. "The value of personal investment has been raised. This is a visible benefit."

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