Internet companies, why frequently involved in the medical industry?

21 Green Boot Capital reporter Xu Shan

Intern reporter Ma Chundi Beijing reported

Internet companies, why frequently involved in the medical industry?

Whether it is foreign Internet giant Google, Microsoft, or the domestic electricity supplier big data Alibaba, in recent years are intensively enter the medical industry, the behind, the huge investment opportunities in the medical field has become a key factor competing Internet companies compete .

According to the statistics of 21 Green Boot Reporters, among the 38 cases of mergers and acquisitions promulgated by the pharmaceutical industry in the first half of this year, there are also "foreign" trades in addition to mainstream large fish swallowing or listed companies based on the industrial chain, Public companies are involved in the cross-border integration of pharmaceutical companies.

Recently, a just listed 2-year-long computer application product Shangrang Information Disclosure 650 million merger program to be 22 times the premium incorporated Health Information Network's 39 health net, and to be planned non-public offering fund-raising does not exceed 216.6 million yuan. As soon as the plan came out, the stock price of the company quickly encountered capital speculation and continuously out of five daily limit boards. As of July 10, the stock price rose as high as 52.92%.

The Law of Attraction tells us that there must be a deep-seated reason behind every "capital marriage." Different from the strong big data resources and integration prospects of the bigwigs of the Internet, from the operation practices and historical experience, in recent years, they have successively dealt with the Longma information such as mobile games and mobile resale hotspots and so on. , More like a market speculation. Company executives have also repeatedly said in public that the company will strive to enter the first camp of China's Internet industry within 5 years, the company's market value of more than 10 billion US dollars.

The 21 green boots reporter further found that behind the vigorous cross-border mergers and acquisitions, or Langma information to reverse the decline in earnings a new round of mergers and acquisitions attempt.

Matthew effect of the Internet inherent strong over strong, weaker weaker. Langma, which successfully listed on the explosive growth of a single product, soon clings to the bottleneck of its main business ceiling after its peak, and has to rely on the massive cash mergers and acquisitions that have been raised through the IPO. However, since 2012, many exploration mergers and acquisitions based on the upstream and downstream of the industry chain have not been successful.

As a result, cross-border mergers and acquisitions become a new round of information Langma attempt, and in the selection of the subject of the mergers and acquisitions, medical and pharmaceutical industry will undoubtedly bring a high gross margin considerable cash flow, and 39 Health Net is behind the big data resources and medicine Mary Information their own big data business complement each other. Follow-up broad space for development is expected to continue the continuous growth performance.

With the Langma information represented by the Internet medical mergers and acquisitions, is a capital speculation or depth study? Everything still needs time to prove.

M & A background

Longma information, with a computer application products - "phone right touch" business successfully landed GEM companies in the market the market the next year, that is, "ceiling" situation. In the year of listing in 2012, the Company disclosed 2.88 million calls against its touch subscribers. However, the number of members in 2013 increased by only 20,000. As a result, the main business increased only 0.75% in 2013 and the net profit dropped by 33.06%.

Over the same period, the Company also failed to expand upstream and downstream. Its subsidiary, which has been established in the area of ​​triple play (including call products, mobile games and television clouds), only made a net profit of 520,000 in 2013, leaving all of the remaining losses to fall.

M & A detailed