The reasons behind the soaring price of Macaulay and the biggest winners

The recent surge in the price of Macaulay has been followed by a sharp drop, while earnings reports are still losing and expanding. But what is behind the price boom? is Ali the value of the wave after the rise or the acquisition of the stock price up before? It's worth thinking about!

It is interesting to analyze the share-moving of listed companies, especially for http://www.aliyun.com/zixun/aggregation/7578.html ">" Enterprises such as Mecoxlane. Its share price hovers around 2 yuan time, the friend asked me whether can buy, with I at that time to the Mai Lin's understanding and the analysis, very affirmative to give the buying rating, therefore finally this friend was stuck tightly! At that time, I found that only from a professional point of view of a company, especially the electric Company's stock buying is an extremely unreliable thing, at least not only from the company's professional level, staff composition, profitability of these dimensions to simple analysis. Of course, recently, the price of the Mai-Lin went up to about 7 yuan, yesterday's earnings release, also fell sharply, if my stranded friend did not worry about cutting meat, now he is not hate me is to thank me ...

Macaulay, the home appliance Business Company, I've always been bullish on several reasons:

First, and the same period of every guest, Dream Bazaar and Masamaso compared to its supply chain professional degree and the degree of stability is obviously higher than these three, the positioning of its own brand is also very accurate and firm, jewelry and women's two products line to go very stable, the back-end of the cooperative factory more and more stable, DM promotion Way of Word-of-mouth is excellent, circulation rate is very high, The conversion rate is also very good, the commodity profit is very considerable. Later, the expansion of the home category also appeared in several classic explosions, itself with a certain amount of buying the foundation and the design and development of goods.

Second, keep up with the development of the Internet, not like the red child as the death bites DM's promotion way not to put, in 2008 years or so the line of m18.com into independent, in marketing promotion is not the practice of burning money.

Based on these two points, when Wal-Mart had just left, I would, of course, decide it was a reliable and stable long-term profitability of the electric companies, although the hundreds of stores opened before the market seriously affected its performance, but in 2010 I strongly believe that O2O is the future of the retail industry in the background, Still firmly believe that through the rectification of O2O will become China's leading electric power companies, it is regrettable that this is not the case.

Only a year after the listing, the price of Macaulay fell to the valley low, continued below 1 yuan, facing the risk of delisting, the same year in March, Sina announced to spend 66 million U.S. dollars Macaulay 19% shares, only 0.8571 U.S. dollars per share. (China moves to buy 10% shares) the acquisition was in Sina because of the heyday of Weibo's share price, but the acquisition did not boost the price of the MAI, but because Sina Weibo earnings is not clear, Mai Lin's performance is very poor, so that Sina is dragged down, the stock price both continue to explore. Although the follow-up back to about 1 yuan, but Macaulay seems to have faded out of people's vision, after all, suning easy to buy and Gome online increased investment, only the goods will be listed, Ali's retreat and Beijing East's huge financing more attention.

If it does not happen Ali to buy Sina Weibo and continue to accelerate the depth of Ali wave cooperation, perhaps Macaulay in such a large pattern of electric quotient will also face the fate of the acquisition or withdrawal of the city disappeared. Ali waves of cooperation under the operation of Ali, it seems to be increasing the prospects and earnings forecasts for social dealers and mobile operators, and as for Sina, which owns 19% Macquarie, is it not too much information to sell the hot and persistent losses to Ali in the deal? But the nearly 7 times-fold jump in the price of Macaulay has had to be reminiscent. After all, Macaulay in the supply chain to provide the core advantages still exist, but in marketing more conservative.

If that's the reason, it's undeniable that Aribu's bureau has a bit of a mantis taste, in the competition with Jingdong, the supply chain is too light management is Ali's mishap, on the procurement, commodity design, manufacturing, warehousing process familiarity with weak lead to the warehouse logistics in the field of frustration seriously, Ma Yun, although the "rookie" Self-Knowledge to enter warehousing logistics, but this mishap is still difficult to break, Macaulay is not an important part of the overall situation, so low-key treatment is indeed easy to ignore. However, as a value investor, if it does become an important link in the distribution of Ali's industrial chain, the value of Macaulay will of course be reassessed, and the price rise is not a move but a reflection of value.

Maybe this idea of positive energy is in line with business rules. You listen to me and buy the McCoy stock. Maybe you hate me again. Because from the additional information to analyze, through the way the capital works (how do I work in detail) to uplift the stock price, and then resell the solution is another possibility, After all, Macaulay after the listing with South Korea fun Skynet (Giosisgroup) cooperation by senior executives to the media as a business cooperation project is not an acquisition, South Korean enterprises to enter China's electricity market once the martyrs of South Korea SK Group Investment in the early years of "Chihiro Net" After burning 20 million of dollars to sell 4 million U.S. dollars to the east after the snow to let South Korean companies in China's electric trade routes are frustrated, but this does not affect the South Korea, the closest to China's imminent return to the country. August 2012 SK invested in China's light luxury electricity business-gathers still net, the same year November: South Korea SK Group injected 30 million yuan, set up Chengdu Eskaishing Technology Co., Ltd., and recently outgoing with the Yiwu government to set up a power company to build the electrical business team! This series of actions means that one of the South Korea's biggest group has not dissipated its enthusiasm for doing electricity in China.

Perhaps such a linkage analysis is somewhat far-fetched, but judging by the value of investment, the likelihood that Macaulay will take the maximum value of the acquisition by raising its share price and then returning to the market is still a big deal ...

In any case, for Sina and China, they are the biggest winners in the stock price BOOM!