One, the beautiful group that is heated up to discuss by the market is commented on
Recently, the news that beautiful group appears on the market has brushed screen in my friend circle ceaseless, each media reporters also often seek advice from me about the topic of beautiful group, actually, almost the heat that everybody pays close attention to is centered quite relatively, is this beautiful group is worth undeserved investment after all? Does the United States appear on the market roundly it is good to invest an opportunity after all?
To Internet orgnaization, the choice chance with ordinary people only investor is its become public company. In the PE process before becoming public company, of the mark that is equity investment orgnaization then, short of of actual strength of fund of general public investor asks. After waiting for an orgnaization to appear on the market only, become the masses to appear on the market company, ability brings investment opportunity to investor.
After the company appears on the market, masses investor opportunity puts in an opportunity 's charge, but whether be worth to seize this opportunity, whether be worth investment, need in a way has the analysis of bit of professional knowledge. No matter be beautiful group or other Internet enterprise, mode of its appraise value and appear on the market means is as disparate as traditional orgnaization, dare be average investor bought can you buy its share? This still needs say say really.
Actually, appear on the market in the United States, Hong Kong to the enterprise whether gain does not have a requirement, of particular demand profit appear on the market the concept is Chinese A the distinguishing feature with particular place, in develop stock market of the beautiful Europe of body, Hong Kong, all information that to appearing on the market the requirement of the company discloses the market and investor namely must be true, transparent, comprehensive, complete. You cannot deceive investor. Come to negate gain then, want true exposure state only can. Investment, let him investor go decision-making judgement.
For the point of view that learns from investment, have not be over more very much the company of total profit should have very expensive growing space only, so future will have very tall get one's own back, the latent capacity of the company often very tremendous, beautiful group is commented on is such super company.
Is super expression in where? Sell outside beautiful group jump the market sells the first outside house. Report according to Ai Rui, the market share that sells outside beautiful group 31.7% from 2015, had added to up to on March 31, 2018 59.1% of 3 months. What calls bibcock the enterprise? This is bibcock enterprise. I once had said, wh whichever industry, want him to lie only the first position, can be at ease commonly investment.
To an investor, observe the outstanding achievement data that has formed, forecast sexual thing than paying close attention to what appraise is worth and so on more rely on chart. Especially Internet company. Value of Internet company estimate is difficulty all the time, traditional industry is filled with the value that lead appraise with city, but Internet enterprise cannot. Nevertheless, held investor to recommend the beautiful group of the meeting to comment on on September 5, match carry out to already obtained subscribe of full specified amount at the international before 5 days midday, and have in the evening pass match carry out to already was obtained multiple subscribe. On September 7, beautiful round international matchs carry out part to obtain Li Jiacheng, Liu Luanhong and Zheng Zhigang subscribe, become anchor to decide investor, obtain namely preferential allocate share.
This plan to issue 480 million new B, among them 5% to make public put on sale, solid is dialed come at most 10% . The analysis thinks, partial orgnaization investor or fight in some places one by one make public part of put on sale to grab goods. Early before the message points to, as IPO bear the Gao Cheng that sells one of business, give beautiful group to comment on appraise to be worth lowest to amount to 57 billion dollar, in the meantime, magenshidanli expresses, value beautiful group to comment on the development latent capacity that serves a field in the life and banner market position, because this gives its value of appraise of 58 billion dollar.
2, does beautiful round harbor hand in place to appear on the market what to hotspot have after all?
Beautiful group is commented on why such fire, to why be chased after so by investor to hold in both hands with favour? Although at present the market is unscrambled to what beautiful group appears on the market,analyse already special much, very comprehensive also. Nevertheless, I want to be in already some, reach every aspect of a matter reports the analysis that investor looks drowse on, make the finishing point " compensatory " at 3 o'clock:
The ability winning a customer that is beautiful group how strong? Undeserved to value of large Internet company investment should see his obtain passenger capacity to include C end and B end, this are the most important. So, is beautiful group commented on how? The data of manual of raise capital by floating shares that beautiful group just updates shows, in April 2017 - in April 2018, beautiful round year trades the user is amounted to 340 million; In April 2017 - April 2018, the United States is round businessman of year of online and active user 4.7 million, relatively the 4.4 million growth of 2017 annual 6.8% . These data that put an amount still are not crucial, the key depends on " the ability that win a customer " on. Attention, be " the ability that win a customer " is not " the client puts an amount " , this is quite important.
We review the ability performance of beautiful group, have 3 big features, 1. The client puts quantity magnanimity: Change a group to buy big war accumulated user, fast, the market sells outside be being cut without what seam; 2. This locality dominant position is powerful, bought the people with this locality very powerful attribute to comment on 2015, with outside those who sell deserve to send attribute photograph be identical with Cheng, stone's throw, provided tremendous discharge entry; 3. Discharge entrance is pretty good, by 2015, tecent is entered bureau, provide entry of super discharge of small letter, QQ;
So far, the discharge of beautiful group enters the mouth, formed " APP+ masses sells to comment on APP to enter the mouth outside beautiful group of beautiful round APP+ + small letter, QQ enters the mouth " situation. Only the super entrance of a small letter obtained a guest to provide powerful capability with respect to the group that it is the United States. This is hungry probably oath defeats beautiful group not to have the reason of fruit up to now.
Such OK telling, the competitive in the final analysis of large Internet tycoon is competitive client, it is the competition of the ability that win a customer.
The 2 innovation ability that are beautiful group how not common? Innovation ability is to prop up what large Internet company grows to support power the most by force. All without exception such as malic company, Yamaxun, Facebook, Gu Ge, Microsoft is such, beautiful group also cannot " free from vulgarity " .
Arrived 2015 2017, the expenditure of research and development of beautiful group is 1.204 billion yuan, 2.367 billion yuan, 3.647 billion yuan, maintain higher level. Up to on April 30, 2018, personnel of its research and development is 10343 people, the proportion that holds faculty exceeds 1/5. According to exposure, use magnanimity data and have algorithm only, beautiful group is commented on use big data analysis extensively in all service category. Below the support of AI technology, the intelligence that beautiful group comments on attempers what systematic basis deserves to send the real time position of caballero to have order is best match, daily height period of time carries out the method program algorithm that makes an appointment with 2.9 billion times hourly. Future continues possibly still to expand net of couplet of intelligent hardware, content, robot, image reachs speech recognition, still intelligence deserves to send equipment.
The focal point that Internet business research and development throws is big data, cloud net of couplet of catenary of science and technology of computation, artificial intelligence, finance, area piece, content. Retaining person with ability of high-tech research and development is devoted one chunk. These throw a bottomless pit of it may be said, but a little investment is reduced or research and development puts delay to be able to be fallen into disuse to go out bureau. This is destined.
2017, before ranking pop chart of amount of expenditure of completely beautiful research and development 5 company still comes from industry of science and technology. Data shows, before this 5 company spent the spending total of ongoing hair respect to reach 76 billion dollar last year. Among them, yamaxun with 22.6 billion dollar (141.9 billion RMB) expenditure ranks head of a list of names posted up, this also is the closest Yamaxun can make a whole world the reason that the 2nd market prise breaks through the enterprise of -727379968.
Beautiful group all the time by industry similar the Yamaxun that is China, the ability of innovation of research and development that shows level beautiful group had had good base, after believing to appear on the market, its still can be in this respect continues to send force, the innovation difference that forms beautiful group thereby changes competitive dominant position.
3 be beautiful group how do the transition that comment on upgrades succeed? Internet company has the dear sex of transition, the Alibaba that includes traditional cable business, Beijing east had faced transition, beautiful group comments on transition to succeed relatively.
At present component of Internet business company is two kinds: It is platform model, 2 it is functional sex. And alone one kind has drawback. Platform although discharge has a client, but because the function is lacked, go down for a long time to be able to drop to client appeal. Pure function attract client ability inadequacy. If transition becomes a function model with the platform company that have both, that will be fierce clinking. Yamaxun is the company with most at present successful transition. On September 4, yamaxun becomes afterwards on August 2 after the apple, the 2nd market prise of American is broken of -727379968 appear on the market company, also be the 2nd to show level whole world.
Same, we come analogy beauty is round, according to coverage of hunt cloud network, through investment position of several years, wang Xing of person of door of beautiful round palm joined 60 companies 5 years, beautiful group had been formed actually from businessman optional location, drainage, outside sell / deserve to send, management, supply promotion of catenary finance, sale to wait for system of zoology of one whole meal. For instance, platform of life of bright bee of love of community advantage inn, campus curtilage another rice, red, beautiful dish... and hardware serves science and technology of Shang Bing core, software to serve business eat to go be good at, dragon of business of money of day of business of meal ERP service, and join inside the boss of perpendicular media meal of deflection meal content... 2017, beautiful group establishs beautiful group to comment on industrial fund, hind more the name is " Long Zhu capital " , undertake living serving the investment position of the domain. Can say these layout had formed a massive beautiful round strategy affined, and what beautiful group is becoming platform to add a function is integrated model enterprise, still go up in the road when other company transition when, the transition of beautiful group had stepped solid pace actually.
Review the 3 big hotspots of beautiful group, the enterprise that letting a person believe beautiful group is value of investment of one furniture equipment is very significant, the growing sex that sees a company of course also cannot smooth trend judgement, take data to talk even. We analyse the data of beautiful group finally:
2017, the electron that the life serves trades market dimensions is 2.7 trillion, the industry that comes nearly 5 years is complex add fast for 58% . In the meantime, predict industry dimensions can be amounted to 2023 8 trillion, add fast can maintain in 19.8% .
Eating scope is 1.16 trillion, among them, sell outside occupy 300 billion, have 100 billion only to inn meal. And the dimensions that live is 576 billion, among them, dimensions of online hotel industry is about 180 billion.
2017, whole outside sell the market to be 300 billion yuan, have fivefold space 6 since 2018 years, namely 1.5 trillion yuan, at present only remnant beautiful group and hungry two tycoons, add from dimensions fast on look, with " of great momentum " the posture that will describe this market is not beyond the mark. In the meantime, must see eating scope sells outwards change rate still increasing, the market sells outside coming 6 years that is to say more than 1.5 trillion cake.
On March 31, 2018, sell outside beautiful group occupy than achieving 59.1% , look from optimistic point of view, of beautiful group outside sell occupy than achieving 60% hind can tend stable, to 2023 hopeful comes true at least 900 billion of the left and right sides trade amount.
2017, beautiful group comments on implementation 357 billion yuan of GMV, corresponding 4.5 billion advocate business Wu deficit. In hopeful anticipate below, when beautiful group realizes 1 trillion GMV, its manage net profit hopeful to had crossed 10 billion yuan. In order to have business plan, its hopeful realizes 20 billion yuan of above to manage gain after 5 years.
Become a basis with solid data, such company has not needed too much and luxuriant spiel.
