The concept of hand tour in the current capital market heat than dog days of burning people

Editor's note: The concept of hand tour in the current capital market heat than dog days of burning people. As long as the "hand swim" word, regardless of the previous main business with the Internet, the game has no relationship, stock prices are "showered", all the way up. Not only that, but also a large number of companies are gearing up to join the hands of the army, for example, the main industry for real estate, Philip shares yesterday evening said it will set up a subsidiary involved in hand-tour and online development. This is really a bustling, all for the benefit. And then the question is, how long can the story of hand-swim be able to speak?

Hand tour leading stock dynamic P/E ratio of the screen why a lot of "chip"

But some analysts point out that, with the development of mobile Internet, the "story" can be talked about for a long time.

Once upon a time, if a VC even a home appliance dealers have not invested, go out are embarrassed to say that they are VC. Now, such scenes are reproduced in "hand-swimming". From 2012 onwards, all the way VC speed to the hands of the industry injection, such as the June-Lian Capital investment music excellence and fun games, rich funds, qiming venture investment, such as the music network, Jingwei Create Investment cube network. In the capital of the winter has not faded today, the hand tour industry is absolutely qualified to "secretly happy."

However, with the original investment in the electricity business is different, in the investment in hand travel, the movement of industrial capital is not less than the slow, the strength is not worse than financial capital. And it is the industrial capital of the big intervention, so that the hands of the industry is not only a joy, but also can laugh.

The concept of hand tour stirs a-share market

Due to policy constraints, the industrial capital of the display of space more focused on a-share market. However, in the lackluster a-share market, the concept of a small mobile game is enough to set off a stormy sea. and fancy green Treasure, Palm technology, Zhejiang Newspaper media, north latitude Communications, extension information, Huayi Brothers, The Times published, High-joy shares, such as shares of the company's share price performance can be tasted.

In the rapid expansion of the concept of hand tour of the army, some from the PC game to mobile gaming transformation, some from the IT business to increase the hand tour, there are a lot of the main industry with the Internet, games and so completely unrelated to the "rookie" status of the army. However, the current market competition concept of the pursuit, has reached the "hero does not ask the source" situation, as long as the "hand swim" word, the share price must skyrocket, get the relevant listed companies are flattered.

July 25, has two consecutive limit of the joy of the joy of the shares issued a notice that the company's hand tour products are currently in the research and development phase, is expected to be at the end of 2013 or 2014 before the market to launch products, short-term failure to contribute to the company profits.

At the same time, the company risk hints that the success of hand-travel product projects and whether the market can be successfully carried out will be affected by a lot of uncertainties, the main risks include the development of the content of uncertainty, sales uncertainty, and technical difficulties.

However, three consecutive trading of Hong Bo shares as at the time of press did not send any risk notification notice. The company is only on the July 22 panoramic network interactive platform for rumors that the company's subsidiary Hombo (Fujian) Data Network Technology Co., Ltd. ("Hong Bo number Network" currently has a number of new mobile phone games are testing, has not yet officially online. Hung Bo Network has developed mobile phone games for lottery game categories, including five-element Yun Cai, Magic 13, Chicken run, stormy treasure.

The above two companies, the joy of the shares is from making toys to test sailors swim, Hung Bo shares is from the printing lottery to the test water games. The same is true of the Huayi brothers who are trying to get to the derivative field.

July 24, 25th Huayi Brothers stock price for two consecutive days, the reason is that the company intends to acquire Guangzhou Silverside Technology Co., Ltd. (hereinafter referred to as "Silverside technology") 50.88% of the equity, by the issue of shares and payment of cash to purchase assets, issued shares raised supporting funds two content. The 50.88% stake was originally held by Liu Changju, Mookie Creative and Tencent.

Earlier, Datang Telecom acquisition to play Entertainment, Bo Rui spread of the acquisition of Roaming Valley, Zhejiang newspaper Media bought a grand two games companies, just mergers and acquisitions of the vanguard of the technology is also said to seek new acquisitions target.

"Hand Tour is the only successful business model in the mobile internet industry," AI Media Consulting CEO Zhang said, listed companies scramble to buy game companies are mainly valued two aspects, one of these game company performance is better, can support the performance of listed companies; the second is the continuous development of mobile Internet, The story can be spoken longer.

Although the stock price of the concept shares rose alarmingly, but the current earnings are much more shabby, a number of companies a quarterly earnings per share less than 0.1 yuan, dynamic P/E ratio of more than 100. such as the first quarterly earnings per share of 0.030 yuan, dynamic P/E 326.6; one quarterly earnings per share 0.047 yuan, dynamic price-to-earnings ratio 217.9; latitude Communication quarterly 0.089 yuan, dynamic P/E 114.9; the quarterly earnings per share 0.032 yuan, dynamic P/E 128.4. The Huayi brothers, by contrast, have a low dynamic P/e ratio of 32.5.

Chinese concept stocks are relatively real

Compared to the halfway of many a-share companies, many Chinese concept stocks have been immersed in the hand-travel industry earlier and the new products have been introduced faster. But market valuations are "tears of Desire"

For example, the recent continuous rise in the grand game of high innovation, the current share price of 5.7 U.S. dollars, p/E ratio of 9. As a veteran of the gaming industry, its valuations are in the sky, compared with those of "epigenetic learning".

However, regardless of valuations, the pace of running forward cannot stop. In the July 24 ChinaJoy Summit Forum, Shanda game CEO Zhang revealed that the first quarter of 2013, the company's mobile game revenue over 100 million yuan. And just launched the "Million King Arthur" on the day of the July 18 survey, won the Apple App Store best-selling list second, free download the first results of the list.

Zhang also revealed that the next grand game will be through independent research and development, agent introduction and cooperation in the development of the way to launch new hand products, is expected to have more than 30 games in the second half of the game waiting for testing and on-line. At the same time, Shanda Games has launched a special hand travel fund in Korea, the development of Investment hand Tour team, the same function in the domestic fund is also actively preparing.

The perfect World, which is also the latest in recent stock prices, is only 12. July 24, H., CEO of the company, said in ChinaJoy that it would invest in games around the world, especially the mobile-end products and technologies of mobile phones as their core terminals.

In addition to professional games listed companies, the face of the hand tour industry, search big Boss Baidu also lonely. July 24, Baidu on the ChinaJoy launched the exclusive agent of the Hand Tour "Heroes biography." This, also means that Baidu began to play the idea of starting a swim.

More can prove the hand swims an example of hot, is main page swims of company "restrain". Once to "steal vegetables", "steal Parking" and other pages of fame happy net greatly improve the weight of the hand tour business, the company's CEO Cheng on the ChinaJoy revealed that the framework has been adjusted for three of the majority, respectively, is happy, mobile games and innovative business. Happy net inside already have Austrian God, open Teng two game development studio, expect to launch 10 hand tour in the year. In addition to self-learning game, happy Net also invested three game development team, in the next year will also use 100 million yuan-200 million yuan investment 5 to 10 teams.

According to media reports, only in Hangzhou, there are more than 6,000 hand Tour team. "' Fast ' word in the hands of the circle is very obvious, research and development fast, fast, plagiarism fast, change skin fast, but also the fastest failure," some analysts think so.