58 whether the magic of the city can continue

Wen/Shanhai

58 the same city, a website called http://www.aliyun.com/zixun/aggregation/10224.html "> Magic." Now faced with awkward, contradictory situation. Do not know is listed as a cause of false prosperity, or competition in reality too bone sense, in short, now 58 with the city, even Yiu Jingbo himself are very annoyed, annoyed and some confused.

Put the time back two days ago, 58 with the city in Shanghai issued 3721.html ">2014 year overall development strategy, announced will be around" with, city, move, move "four core strategies, explore more localized characteristics of the platform development model. Special emphasis will be placed on speeding up the layout of the mobile end, which is one of the contents of the 58 city when it is listed. At the same time, 58 of the same city app was again off the line, the industry has classified this phenomenon as a brush list.

In peak brother's view, these two things together more like a face of action, it can be said that this is a farce. One side is to convey the bright future, the other side of the internal desperate to let the future gradually shattered. Perhaps say a bit too much, but the situation is so, estimated that this will be 58 of the city's competitors, net CEO Yang Hao Chung should be happy.

The fight with the market never stops

Although 58 with the city declared, has not regarded the market as a competitor (eye). But from the pre-IPO advertising war, to the listing of customers after the war, capital war, or even another latitude of the mobile end of the battle, 58 with the city and net struggle has never stopped. Even in the 58 of the city to catch up with the market a large section of the case, 58 with the city or stare at the market every move, you launch the real Estate Festival, I will follow the launch of the real estate season, you push recruitment festival, I pushed the recruitment season, in short, in the gas field and scale is bigger than you.

Peak brother guessed that there should be some kind of personal factors inside, otherwise it is not necessary. Aside from personal factors, there is also the pressure to increase the performance of listed companies behind the debate. Before the two focus is very clear, 58 with the city's main housing intermediary market, net main recruitment market. However, 58 of the city after the listing of the six months, it gradually will reach net, forcing net counterattack 58 with the city, the competition is thus intensified. (If I were a Yiu Jingbo, I would also choose to cut into the market because it was the least risky and the way to get growth.)

On the other hand is the lack of product, model innovation, is the same quality of helplessness. By looking at these two companies, you will find that they have not changed much in the last six months, and some are just changing at the operational level. Not only that, they are almost consistent with the mobile side, and are copying PC products to the mobile end.

As for many people said (may be the public relations of the market, the current fair may be a problem in the capital chain, demand financing), recently net on the PC side has already surpassed 58 with the city. Peak brother just want to say that this is not the point, the focus is on their PC side of the market share is shrinking, the entire classified information market, the PC end of the market is shrinking.

At such times, the significance of competing for the boss is less important. Like the functional mobile phone market, Nokia is now the market's first and what is the point, and now who is using the functional mobile phone. In his opinion, the most important thing now is how to break the bureau, not to fight for who is the boss. (At present, we all hope and move the end, but only the product migration may not be enough to achieve the purpose of the break)

Magical stock price, ceiling mapping

58 The magic of the city, not just advertising, even their share price is very magical. From the IPO price of 21 U.S. dollars soared, just 3 months, its shares rose to 58 dollars. The reason for the rise was largely due to its turnaround in the fourth quarter of last year. However, such a turnaround is based on cutting market input and boosting advertising sales.

So the share price did not stick too long, then there came a fall. Today, 58 shares in the same city have fallen to 36 dollars (36.2 US dollars per share at press time). As for the roller-coaster-like share price volatility, the study of investment bank JG Capital seems to be more descriptive.

The report said that "in the next few quarters, 58 of the same city revenue will continue to grow steadily, mainly thanks to further business penetration and commercial capacity of the promotion." But at the same time, we are worried about the profit margin pressure and the competitive pressure of the 58 city. To this end, we gave 58 shares of the same city to reduce the initial rating, the target price set to 32 U.S. dollars. ”

In peak brother's view, behind the successive fall in share prices, investors were too high expectations dashed. Now investors, perhaps, have seen 58 of the city's ceilings, coupled with the weakness of their mobile terminals (not making products that match the moving end), so selling stocks is a matter of course. In other words, 58 of the city's current business, there is no too much "stimulus point", there is no room for imagination, so investors choose to see the empty.

In this respect, 58 and the city also made corresponding efforts. A few months ago, they had a media conference, the 58 with the city of Xiaohua (just promoted 58 CSO) said that the next 58 of the same city will infiltrate the driving, Home economics field. At the same time, it will raise the threshold of information release and illegal costs, establish a credit system. And hope to use this to open up the gap with competitors, the construction of competition barriers.

Unfortunately, these measures can not solve the 58 of the city in the mobile end of the problem, the most can only let him off the market, people and other classified information website. To know that even he has been imitating Ali, and currently does not solve the problem of mobile end entrance, not to mention 58 of the same city.

Conclusion

58 The magic of the city can continue, depending on the next 58 of the city's mobile strategy, is to replicate the PC, or to seek to meet the user's habits of products. and find areas that use more frequently, to address the difficulties of entry.