Hand Tour concept shares in the two-level market crazy Dance

Abstract: Hand Tour concept shares in the two-level market crazy dance. September 6, the recent hot mobile phone game plate performance is still outstanding, Bo Rui spread continue to limit, in the green treasure plate at once touch high to 90.48 yuan, Huayi Brothers and north latitude communications are entering the stock price of 60 yuan line

Hand Tour concept shares in the two-level market crazy dance. September 6, the recent hot mobile phone game plate performance is still outstanding, Bo Rui spread continue to limit, in the green treasure plate at once touch high to 90.48 yuan, Huayi Brothers and northern latitude communications have entered the ranks of 60 yuan. Recently, the 4 trading days rose more than 40% of the extension of information, September 5 again after trading because of "verification of undisclosed matters" from 6th onwards.

Since August, hand-travel mergers and acquisitions are hot. China Resources Deep state investment-Kam Xin 2nd, two-quarter latent days boat culture harvest is quite abundant, and the hot money together to pull 9 trading board eye-catching.

Suspension of more than 50 days, August 26 evening Day boat culture bulletin thrown out, "1.254 billion yuan acquisition of the magical era of 100% equity" reorganization plan. August 27 to September 6, the days of the culture of the boat 9 consecutive, the stock price from the suspension of the July 1 closing 14.50 Yuan rose to 34.21 yuan.

Stunned not only "small partners", September 5, Tian Zhou Culture, deputy general Manager and Dong Yu Yuhan in the "Huaxia Times" reporter interview also said "worry", said that the two-level market speculation is too fierce, afraid of small investors blindly follow up.

Can you see the chance to be the pie you eat? Hand Tour is "false" or "spring", the industry people disagree about this.

JIU Lian Board

August 26 Night, the suspension of nearly 2 months of the days of the boat culture will finally be the reorganization plan thrown out, announced that will be 1.254 billion yuan acquisition of Beijing Magical Times Network Co., Ltd. 100% equity.

The scheme shows that the acquisition is intended to be carried out in the form of "issuing shares + cash payments". Plan to 12.74 yuan/share non-public offering 70 million shares, the shares of the total price of 892 million yuan to buy the magical era of 71% equity, 70 million shares, Li Guihua, Wang Yugang, lindane, Li Guanghin, Yangjin, Juandaping, Zhang Yu and magical powerzinc respectively 39.16 million, 8.5 million, 9.84 million shares, 3.5 million shares, 1.4 million shares, 1.4 million shares, 1.12 million shares and 5.08 million shares.

And the acquisition of cash to pay the total price of 362 million yuan, respectively, to Li Guihua, Wang Yugang, Li Guanghin, Yangjin, Juandaping, Zhang Woo and magical powerzinc pay 254 million, 43.97 million, 18.11 million, 7.24 million, 7.24 million, 5.8 million and 26.3 million.

The announcement also shows that the company will be issued to not more than 10 specific investors to raise supporting funds of 418 million yuan. The issue price is not less than 20 trading days before the benchmark price 90%, that is 11.47 yuan/share, the number of issued shares not more than 36.44 million shares.

Prior to the main business for the youth publication of the day boat culture, with the help of mobile gaming company magical times to kill to start the industry. Although the span is big, but the capital market is very hot. August 27 days after the day of the boat culture after the opening of the 15.95 Yuan to the opening of a word limit, and then staged 8 consecutive trading session a word limit, which in many hands tour concept possessed by the company is also rare.

Yu Yuhan said that the company entered the hand-travel industry, on the one hand, because of the existing business bottlenecks, on the other hand, is to see the future of the industry.

After landing the gem, the performance of the day boat culture has shown a downward trend. China reported that the first half of this year, its operating income of 128.77 million yuan, net profit of 8.2245 million yuan, the basic earnings per share of 0.05 yuan.

In the 2011 and 2012 annual reports, operating income, net profit and basic earnings per share were: 277.6 million yuan, 33.18 million yuan, 0.34 yuan and 279.9 million yuan, 19 million yuan, 0.15 yuan.

By contrast, in 2012, in addition to a weak increase in operating income in 2011, net profit and earnings per share fell significantly, the decline in the middle of this year still continued.

Pies or traps

It is not surprising that the main business is sluggish. Yu Yuhan said that the rapid development of the hand-travel industry benefited from the rapid development of smart phone terminals, but still in a relatively rough stage, relying on the quality of the game-driven stage has not come, the future of hand tour is worth watching.

Changsha, the founder of a hand-travel company, Mr. Zhou September 5 to our correspondent said that the days of the boat culture to choose the magical era of mergers and acquisitions, "still have vision." ”

He introduced, the current hand tour industry is still in the early days, or "Prosthetic hand Tour" stage, the interactive experience of the hands and the end of the tour and the page swim than there is a gap.

Mr. Zhou said that from the end of the tour and page tour, have experienced from the RPG to ARPG (Action role Playing Game) stage of development. If the RPG's three characteristics as follows: Story, artistry, interactivity, then ARPG is precisely in the interactive achieved great success.

In Mr Zhou's view, the pure RPG game is more focused on the development of the plot, the player's experience in the operation of less consideration. Do ARPG is the future of hand tour, can enhance the user's participation experience, but ARPG development is difficult, and the magical era is to do ARPG company.

The Magic Times reported that the company achieved revenue in 2012 65.75 million yuan, an increase of 1813%. Merger plan shows that the magical era of existing shareholders to ensure that the company from 2013 to 2015, the realization of the deduction after the net profit of not less than 86.15 million yuan, 120 million yuan and 150 million yuan, otherwise it will be compensated as required.

Mr. Zhou said that it is expected that the second half of next year to the following is the real climax of the hand tour industry. The Magic era to achieve the above profit target "there is pressure to catch up with a lot of companies, the bubble is not small."

Yu Yuhan to reporters that the hands of the industry is indeed "false", there are uncertainties, speculative capital into a lot of, but the future of mobile internet is worth watching, hand tour is the mobile Internet is a very good carrier.

As the industry, Mr. Zhou said, "The acquisition of Hand tour is the acquisition of the future, the team is the most important, hand-travel company Pure broken is people-oriented." "Yu Yuhan Introduction, if the final completion of mergers and acquisitions, the core members of the magical era will enter the day boat Culture board and executive team." The magical times of the team members will also have a lock-up period, and its shares have the nature of gambling, if not meet the promised profit target, there is a corresponding punishment.

Analysys International data show that the first half of this year's market scale has reached 5.013 billion yuan. Coincidentally, Huaxing Securities also forecast 2013 hand tour Market size will reach 10 billion yuan.

But the seemingly seductive pie data also lurks in the undercurrent. Another hand tour giant Blue Harbor online CEO Wang Feng said before the media interview, the monthly water million hand tour will not exceed 20, the distribution channel 91 wireless daily access 4-6 games, but most of them "Forever in the dark."

"Fishing Tatsu people" developers touch-control technology CEO Chenhao Cheese has also had a similar reminder, he revealed that the current development of the hands of nearly 5,000, into the test of about 3,000, and the total number of domestic mobile game players about 100 million people, each game on average to the user less than 30,000 people. Medium Green Treasure in the newspaper showed that its hand travel business to create only 9.9563 million yuan, the profit is only 4.933 million yuan.

But the market does not seem to be so calm in the industry, nine even plate of the days of the boat culture is proof. There are anecdotal reminders, Tian Zhou culture major shareholder of the 48.88 million shares will be lifted to lift the lifting of the ban on December 15, 2013, as well as in May this year, including Yu Yuhan and other senior executives have also had the move to reduce shares.