One of China's most potential electric business companies

One of China's most potential power companies, one of China's largest internet companies, if they are together, who might they be? Jingdong and Tencent? Yes, you heard me right.

Right now, gossip is happening. News that after the previous Tencent failed to enter the capital East, is considering a return to the Beijing-east, and Beijing East CEO Liu recently from Shenzhen back to Beijing, its south of the important consideration is the East China equity issue. This is the number one in the electricity business big big thing Ah, might as well imagine, if, Jingdong and Tencent together, Su Ning will think, when will how to think? By the Xun, is it going to hurt?

"The high profile of the electric dealer is the financing precursor".

North America "return to study" after Liu recent frequent exposure, old friends, Dangdang guoqing to evaluate the recent performance of Liu. These days the rumors of the electric circle seems to be in the active proof of guoqing prophecy--someone revealed, Tencent and Beijing east to negotiate a stake, as to who initiative, who passive, it is unknown.

This rumor, involving both sides remain silent. The outside world is how much show great enthusiasm and interest, collect and don't accept, buy and not sell, opinions vary.

The negative person says, Jing Dong Liu acts the sturdy, the hero is dogmatic, refuses to commit, is dependant. What's more, Tencent also holding Xun, Xun small, and jingdong scale difference 10 times times, but Xun and Jing Dong face competition, is the mini version of Beijing East. A senior electric dealer estimates that Tencent in the Xun at least 1 billion, which is somewhat worthless, not to mention, Tencent recently in the strategic planning, plans next year Xun in 3C to do with the east, the size of 20 billion.

The denying has the logic of the negation, and the person who finds it has a set of justification. The so-called, groundless, is bound to have a reason.

People who believe this rumor is possible say there are three reasons.

First of all, Liu may not be willing to sell, but Jingdong investors have set out demand. For example, at the end of 2012, the new shareholder, Ontario Teacher Pension Fund, is not VC-style, seeking a steady return, even Tiger Fund, 2012 through a Shanghai financial investigation company to define its exit risk. At the end of 2013, Liu also said that the Beijing-East temporarily does not consider listing, if you want to be anxious to stabilize, the whole body and retreat, investors quit, Tencent, also may not be.

Secondly, under the strong resources of micro-trust, including Xun, Tencent has grown more than 100% this year, which is a gratifying situation. But with Taobao, the cat, and even the Beijing-east comparison, but is dwarfed. In the first half of 2013, Tencent Electric business income 4.113 billion yuan, even if 2013 full year breakthrough 10 billion, with the east of billions of billion scale, still dwarfed, not to mention Taobao and the cat 2012 years will trade trillion. Electric business structure has been set, Tencent, in addition to Xun, good buy and so few achievements, to Tiger, catching up, must be large-scale mergers and acquisitions. To burn their bridges, old combined with the second, chasing eldest brother, may not.

Finally, from the strategic point of view, and the Beijing-East Alliance, Tencent is the only choice to enter the electricity business. Benefiting from mobile strategy, especially the success of micro-letter, Tencent's market value is close to 120 billion U.S. dollars, jingdong valuations at 10.03 trillion U.S. dollars, Tencent is not short of money, but also to raise new shares raised money. Some people say that Tencent take 20 billion dollars direct acquisition, and then Tencent market value can be at least another 10 billion dollars, the sale, value!

Behind any rumours, there is a demand for their interests. Rumours may be that some people may be seeking a change, or a competitor may be mixing water, but there is not much practical significance in exploring the source of hearsay and the appeal of interest.

BEIJING-East and Tencent company, the source is quite deep. Xun before, Tencent had tried to invest in Jingdong, but Tencent is intended to hold, Liu after all is a strong founder CEO, refused to compromise. Holding Beijing East is not, Tencent will be transferred to Xun, shares before the Xun business situation, Tencent Investment Department has consulted many insiders, including Taobao, but did not ask Jingdong. This means that "provocative smells are very strong".

September 16, 2010, sent on behalf of the network in Beijing Hna Marriott Hotel held a grand summit of the Electric business (sent on behalf of the business note: About 2010 years, please click here to understand the annual meeting, Tencent has identified investment Xun, in this meeting, Tencent Electric Business and Beijing east of the people met, Jingdong staff very blunt to ask, " Why do you invest in Xun? The party recalls that the atmosphere was rather tense.

Tencent has tried to hold Beijing east, but also logically for this rumor buried foreshadowing.

In fact, Tencent Electric business, Jing Dong Hao, Taobao, cat or PC, the pattern has been set, monolithic, impregnable, but is the mobile internet in the ascendant, gave the mobile power to the opportunity to reconsider the seniority window. For example, the Beijing-East mobile end users broken billion, such as last year began a surge of micro-trust, which gave the Beijing-east and Tencent to catch up with the new opportunity, who would not miss.

A friend of mine, a senior electric trader, said, "It's different now, Tencent has a lot of resources, plus the ability to do well in Beijing and east." ”

Indeed, "Jing-dong + micro-letter", or "Xun + micro-letter + Beijing-east", in Beijing and east, the Tencent Electric business, are very imaginative, is to play a turnaround opportunity. Times have changed, and there are many opportunities for mobile electric operators.

Some people say that the cold weapons era, war is an art, but modern warfare has become a repetitive press button boring procedures, the Internet, electricity, like, back then, the PC era, multifaceted, that is how interesting, the mobile internet era eventually become an oligopoly Shichong of the conference room dispute, the repeated check procedures.

Early in the morning, the cable person newspaper, last night in Shenzhen flew to Beijing flight encounter Liu. This time, such encounters, it is a daydream.

The above content, pure deduction, reasonable, starting in this, only for reference, entertain, hope June smile.