With Tecent share price of this half an year drops to be followed all the way, it is the doubt that a lot of observer invest to Tecent and buys the strategy. And at the same time, what we see is " cast fiercer more " Tecent.
This year first half of the year, the total amount that Tecent is used at investment and buys is adjacent 80 billion, make Tecent successive two quarters occurrence debt, this also exceeded the total investment amount of Tecent annual.
Perhaps be not to want to let help Tecent " think over in the round " " dream " the person is more. Li Chaohui of person of management of Tecent investment partnership was accepted " commercial weekly publication " interview, be in print is sent today.
Regard media of ability of a criminal record as the reporter, [Penguin zoology] the content that read final print carefully also to go out. Although the problem is a little random,feel, but still include a few more interesting things. [Penguin zoology] the understanding according to oneself and acknowledge, unscramble simply below:
1. Tecent is basic not quite the bird is cast turn query all right
[Penguin zoology] also flank has understood Tecent top management layer to " did not dream " or " think over in the round " the view that and so on comments on, the highest controller that is Tecent people know these sound, but basic not quite care.
Accepting " commercial weekly publication " when interviewing, li Chaohui also gives out this on behalf of Tecent " cast change all right " the official attitude of doubt: It is misunderstanding.
Li Chaohui's view is: Mix investment outstanding achievement from business is put in contrary completely incorrect. What for instance investment does is good, brought about business to do bad, or a certain professional work is bad because Tecent turns more energy,be come above investment, this is the misunderstanding to us.
Tecent thinks strategic investment is right advocate the contribution of business Wu is very direct, and Tecent business and investment have very strong cooperate with and promote action each other, this is reflected not only how many money earned on financial forms for reporting statistics.
Li Chaohui cited case with game business, it is Tecent invested many game company, help Tecent is preferential took the sport with best whole world
In [penguin zoology] look, this logic is hold water of course, tecent is the company that loves to cast content CP most inside the whole world probably, and the strategic investment of a few keys is really right specific professional work helps Tecent very big. Be opposite for instance the investment of PUBG parent company, the development that helped Tecent take PUBG hand to swim counterpoises, "Authorised edition " the fight that this word helped Tecent beat Netease, millet to win hand eating chicken to swim directly.
What strategy invests in 2. and A is comparative.
[Penguin zoology] an argument has been raised 3 years ago probably, regard Chinese interconnection as two the most successful companies before mesh, there is disparate investment to buy a style with Tecent in A.
The concept in A is investment is inferior to accusing, accuse be inferior to and buy, all high grade items that its invest are bought almost in A. But very multiple gold purchases golden high grade company to merge into in A hind, leave as a result of virgin group or conformity does not become the matter such as result, final development situation is bad. For instance potato of cruel of public praise, actor.
The investment of Tecent buys a concept, namely not seek accuses equity, the fighting capacity that holds primitive and virgin group gives resource support. The result is a lot of projects grow very well, negative issue is Tecent not be the biggest be benefited square, also may not has to the project most substantial palm accuses force. For instance search dog, Beijing east, beautiful group is commented on.
To this, li Chaohui gave an answer actually. In short, tecent is opposite and buy conformity namely this thing has very strong awe-stricken heart, consider as very bad thing. And in A buy, also be the domain that is familiar with in its those who do is pretty good. Of Tecent be being bought also is the domain that is familiar with in its, for instance domain of game, literature.
In [penguin zoology] look, come down through competing 3 two years. The investment in Tecent A buys a style to also be the same as in hasten, for instance Ma Yun is after the awkwardness that experiences bureau of Guo Dongxing meal, the investment in A is bought also is no longer the sort of " nonego namely enemy " full all corners of the country is angry; And Tecent is in also be in in recent years palm of height of seek of a lot of crucial domains accuses.
For instance Tecent buys circuit of next whole game direct seeding with heavy gold almost, on the base that can control a tiger tooth in the future, q2 money newspaper shows Tecent already the share that hold fights a fish to exceed 43% . Calculate on the platform of pretty good still game direct seeding that Tecent does from some, you say Tecent is company of the biggest game direct seeding, also do not have what fault. In respect of movie and TV, tecent also is close to twice with not low excessive price early or late accuse a Xinli movie and TV. Drive read article is direct and wholy-owned buy.
With Tecent two tycoons are in in A have after be close to 20 years of histories, of Internet domain " the tycoon is bought history be equal to eliminate history " the convention is in by breach, be in in Tecent A ceaseless dilate at the same time, also arrive in understanding oneself core is attrib border: What domain must complete control accuses, what domain should rely on strategic co-worker, what domain can make financial investment only, what domain is touched do not touch.
This is a learning process, also be an interest the biggest the inevitable choice that influence.
3. invests and buy a ministry, it is not easy to be held out actually in Tecent interior.
[Penguin zoology] the news that knows is, tecent invests and buy the personnel fluidity of the ministry, still be quite tall actually.
If the perspective of practitioner looks, it is far that the investment of enterprise interior buys a ministry of not as congenial as exterior wind compose. Go all out great for exemple, if be to be in wind spec compose, such successful case enough lets handlers of a gleam of eat to fund controller full, but in Tecent such appearing on the market in the company, the allocation of accrual became an issue.
In enterprise interior, invest and buy a part that often holds the position of the person that business is assisted, beautiful money is like running water, do not need to consider collect endowment again, nature also need not bear LP expectation. Had been cast, everybody can say is company strategy success, company high level is brilliant know the business, relation reachs the designated position; Cast bad, be like Baidu, everybody says is choose and employ persons is no good, the group is no good.
And in Tecent, what you cast is pretty good, carry out to the strategy reach the designated position, complementary and as pretty good as business. The outside is fabulous still you do not have a dream. This feels no less than Bi dog.
Add, tecent invests besides his and buy a ministry, also establish fund in specific professional work. For instance before investment difference is judged, with respect to the investment that the fund that is business him section completes. But outside media can be not done divisional.
Accept the content that interview to look from Li Chaohui so, he also holds out bewilderment it seems that. For the group that nevertheless this kind of condition challenges to be happy to accept, also have fun quite actually.
Li Chaohui is in " commercial weekly publication " in namely so of the response: Our mission is possibility of exploration Tecent future, won't be him demarcate so in certain border, say I am to be service of a certain business with current Tecent, a certain strategy certainly. Or Tecent present share price dropped, so I am cast less a bit, circumstances of second half of the year differred, transform again politic. This is not the way that we run. In the meantime, we also are not one earns money merely, the group that sees financial redound only. This is right our too the acknowledge of simplification.
Never be told so, how does Tecent drive his to invest business development, it is actually very interesting the business that also deserves other company study very much.
