58 is the same as the city? NET want to be in the same?

　The two days around 58 with the city to get Tencent 736 million dollar investment debate intensified, and 58 with the city CEO Yiu Jingbo and Net CEO Yang Hao-hu also issued an internal letter, "row theory" to become the industry and two big guy's core focus. Now, 58 with the city is not counted as a net, do not want to be in the same, how do you think?

Stand in the paradox or not?

To Zhan, or isn't to zhan:that be a question, Yiu Jingbo and Yang Hao are very interesting discussions about "the theory of".

"Not to go public is because we don't want the market to get too early on Wall Street and lose the flexibility to implement the strategy," Yang Hao said in an internal letter. Not to be in the same way because we do not want to lose our independence because of blind choice. ”

"Tencent has gained about 15% of the voting rights and management has maintained absolute control over the company, and as an independent company, we are open to the whole market," Yiu Jingbo said in an internal letter. And Baidu, 360, Ali and other companies to cooperate, I hope you continue to advance. ”

The two big guys are something, Yang Hao-hu that the choice of cooperation with the Giants will lose independence, and Yiu Jingbo want as much as possible with a number of giants cooperation. Yang is worried about losing control of the company, while Yao says Tencent has only 15% of the voting rights, and corporate control is still in its own hands.

Different horizons, the view of the difference, resulting in today's 58 and the market two kinds of fate. After announcing the Tencent investment, Yiu Jingbo not only once in public to Baidu, Ali and so on, showing that Tencent and 58 are only investment relations, 58 remain independent, but also welcomed the BA investment 58 with the city. It seems Yao is very confident and not at all worried about Tencent's dissatisfaction.

In the end will not lose independence, control of the right? Yangfang: Yiaofang: We don't stand, we just invest in partnership, we are still independent and have control.

Not being in a stand doesn't mean you don't.

In fact, standing still depends on whether the time is right and whether the benefits are adequate. Yang Hao-hu said do not want to blindly choose a team, more like sour grapes for the group cheer, and did not say absolutely not stand, and one months ago Yiu Jingbo also talk about 58 with the city does not rely on bat how to live, less than two months time, the wind direction has changed.

Yiu Jingbo in the mail hint, in Tencent investment 58 with the city before, net has been active contact with Tencent for a long time, but eventually Tencent only spent 10 days time to choose 58, which makes old Yao very proud. Perhaps Yiu Jingbo's one-month-old "no Bat-how-live" speech puzzled net, making him think it was in a good position to negotiate with Tencent (individual speculation). However, not being in a stand does not mean there will be no investment relationship, and access to investment does not mean loss of independence.

If 58 of the city resolutely do not accept Tencent's investment, that net and Tencent negotiations have a greater bargaining chip, because Tencent has no choice, so that the market can gain greater benefits. However, Yiu Jingbo is cop-out, let Yang Hao flood wrong estimate market situation, so that Tencent turned to 58 with the city.

Of course, investment involves funds, shares, control rights and other issues, Yang Hao-hu to net have self-confidence, so it is necessary to protect their own interests, and net also some election, the market is not only Tencent a giant, even miss Tencent, there are BA, Tencent Investment 58 with the city, fried this market, to promote the value of the fair is also beneficial.

58 with the city has Tencent market also insist not to stand?

However, there are not too many opportunities for net to choose. Tencent 736 million dollar huge investment 58 with the city, the basic is to be completely out of the battle for net, then perhaps there is a BA willing to take over net, but the bid is certainly not too high, so Tencent chose 58 after, let net become passive, BA has reason to low prices.

In addition, also depends on how much net willing to give up shares, will lose control. Ali and Baidu are inclined to holding, this is the most unwilling to accept the Yang Hao-hu, or maybe now from Tencent, of course, bat Holdings may not be able to do better.

Now, 58 with the city has the flow of money, Yiu Jingbo also said to speed up the progress of investment acquisition, and vigorously build a life service industry, in addition, Tencent's flow support, not only can reduce the flow cost of 58 city, but also provide more use of the scene, especially after joining social relations, 58 The city has a better chance to solve the problem of trust of classified information websites. These net can not be broken at all, "the market is always the market, 58 seems to be not that 58", in the current situation, how many people think that net continue to develop independently will achieve the reverse attack?

58 has entered the rising fast lane, now left to the market time is not much, the choice is only a matter of time. Compared to Ali, Baidu's search flow is more suitable for the market, but the giant trench Ali may give a higher price, it depends on the market is to ask for money or traffic.

Ali, Baidu really will cast net?

When we invest in the market for the BA worry, analysis of the market in the future is to marry a Baidu or Ali, you have thought of Ali and Baidu feel it? Why should BA invest in the market?

For Ali, the market is concerned about the real estate, the recruitment field is not Ali's food, and Baidu has a recruitment business, and invested in the real estate site, this and net's main business conflict.

Beginning of the year, net has made it clear that recruitment, real estate is the main direction of net, and 58 of the city is planning to use the listed financing and Tencent investment money used to buy mobile terminals, car rental, looking for domestic, looking for more subdivision of life services, such as the company, the strategic direction has been obvious differences. And for, bat, they are not too concerned about recruitment, the real estate industry, more concerned about the local life service market, perhaps this is Tencent abandoned the fair to choose one of the reasons for 58.

Well, go to the market to get Baidu or Ali favor, it is necessary to return to the Life service information markets, but the constant adjustment of strategic direction is more likely to be criticized by the industry's strategic wavering, if not let the BA feel market in the life of service markets have advantages, the value of the investment is greatly discounted to the current BA will not give too high a price. I need the life service you did not do, I do not need the recruitment, the real estate is your main direction, the difference is some big.

In addition, has been abandoned by Tencent, BA who will be willing to take over the high price? Pick up Tencent? Of course, can not say net a little value is not, after all, is classified information second, also accumulated a lot of life service market data, strategic value or some, but the price is too high certainly no one dared to take over.