Drops account for more than a quick

Wen/Blue Whale media partner, Blue Whale TMT network editor-in-chief Rui Just

Whether it is easy to merge rumors, or drops of fast merger rumors, in fact, in the outside spread a key point of information, that is: drip is a benefit maximization. A summary of current reports, including well-known financial journals, portals, the Wall Street Journal and some of the country's most popular media outlets, have a few main messages:

1, drops occupy more than fast

One media pointed out that the drop in the rate of equity allocation is actually 52% to 48%, drop faster than 4%.

Rui observation Comments: pure from the market share, faster than the drop to big. So the question is, why is it that when fighting for rights and interests, fast will be at a disadvantage?

2, drop-leading joint venture company

Cheng Wei is the CEO of the new company, and the Fast Company executive has withdrawn.

Rui observation Comments: about this rumor, how vicious, do not repeat. Fast Corporate finance countless, listed in sight, the choice at this time to exit, is the media IQ of the problem, or fast executives IQ out of the problem?

Is this a merger or a cleaning?

3, the investors have agreed, on the two horses

Rui Observation Comments: This is the most artistic word, follow-up if this message becomes false news, then, foreshadowing the role appeared, two horses do not agree. So the question is, why should the second horse agree to this matter?

About the droplet fast merger this matter, the sharp observation view is: The merger is not impossible, but very little, my analysis judgment, mainly has 3:

1, Ma Yun and Ma Teng merger motives where?

Ali's market value is hundreds of millions of dollars, Tencent's market value is over the trillion Hong Kong dollars. So the question is, are these two big brothers short of money? Finally robbed a portal, in the blink of an eye to shake hands?

So the question is, Tencent and Ali want to merge? I looked at it and it was very complementary. Pay the red envelopes and the micro-credit red envelopes without burning the money. Label and Ogilvy Merge better, both resources can be shared.

I think it's a bit too much if I can't afford to burn money. The reason is that we don't burn together. This is not without precedent. Neither of them burned the money. When the time is broken, it is not impossible to agree.

After thinking, think Ma Yun and Ma Teng not agree with the reasons for the merger.

2, does the regulatory department agree?

First of all, I do not know whether the merger of private enterprises requires the supervision of the authorities to release. My judgment is this:

The emergence of online taxis and subversion of the traditional taxi market, by the two companies in an orderly market competition. Is it a bit far away from the merger of the money? Will the competitive vitality of a company be reduced?

3, why do you always become a victim?

Whether it's a combination of drops, or a quick merger, in the process, the drop is dressed as a winner, and fast is a weak role. But the results show that fast is better than drop.

All along, I think China's most cattle PR has three, is the blue standard big PR, Ali Big PR and 360 big PR. But recently, I was surprised to drop a taxi, is expected to enter the first four.

Written in the last words:

The merger is not entirely impossible, given the Liu of the drop-keeper and the circle of relationships. For example, Ma Yun opened thousands of people Taobao Congress, the most important guest position to a surname Liu's industry big guy. And the company that Ma Yun invests, happens to be fast.

But my personal judgment is that the likelihood of a quick and droplet merger is very small and slim.