Sprinkle coins every day

Chapter 522 Pessimism for the second thunderstorm, winter-shocking ambitions, and budding calculations!

"Yes, yes!"

After hearing the good news about Weijing Semiconductor, his second uncle Tang Yi also specially called Zhang Shuo to congratulate him.

Compared with netizens simply watching the excitement, Tang Yi's understanding of the semiconductor industry is obviously deeper, and he can better understand the significance of Weijing Semiconductor's breakthrough.

It is not an exaggeration to say that it is a new milestone in China's semiconductor industry.

"From now on, the sea will be as wide as the fish, and the sky will be as high as the birds!" On the phone, the second uncle Tang Yi was also very generous, and he felt a little high-spirited.

It made Zhang Shuo feel warm in his heart.

.........

With the turmoil in the semiconductor industry, the time has quietly entered June.

The seaside city is extremely hot.

As hot as the weather is, it is the news that breaks out from all walks of life.

The time has just entered June, and I have already experienced the pessimism of a broken capital chain before, and once again encountered a serious debt default and a second thunderstorm.

aroused the attention of the industry.

The white knight who rescued the pessimistic before is still riding a tiger.

Unlike the previous understatement, this time, the old background of pessimism was almost completely revealed, and finally tasted the bitter fruit of the radical diversification expansion strategy.

The headquarters of Pessimism was once surrounded by debt collectors, while the founder of Pessimism fled overseas.

Um--

Still a familiar plot...

Different from the tragedy of pessimism, 71Tak was successfully listed in the beautiful country two days later, and its market value was close to 4 million US dollars at one point, becoming the first listed stock of Huaxia Online Education.

It also opened the prelude to the influx of capital into the education industry.

In the next few years, a large number of star start-up companies will emerge in the education and training industry, spending more money than each other, and even strongly boosting the advertising revenue of platforms such as Tengda.

Only Zhang Shuo knew that this track was destined to be a tragedy in the future.

Take 71Tak, which has just been listed, as an example. In the future, the market value will only be more than 3000 million US dollars, which is not even one-tenth of the market value at the time of listing.

The truth is embarrassing.

In addition to the shrinking market value, 71Tak will even completely divest its domestic business in the future and focus on overseas markets.

It's like a full retreat!

Of course, judging from the results, 71Tak is certainly a mess, but for the capital that favors it, it may not be a loser's game.

Not long after 71Tak was listed, smart investment institutions began to reduce their holdings and cash out.

It's hard to say how much you earn, at least you don't lose money.

This is also the evil of capital. From the very beginning, the original intention of investing is not for some lofty reasons. Telling a good story, promoting the listing of investment targets, and then cashing out are all of them.

Who cares if a tool lives or dies?
In such a capital game, the real losers are the leeks.

.........

Turn your gaze overseas.

Unlike Pessimism and 71Tak’s small fights, the super giant WeiRuan announced that it will officially acquire the social platform LinkedIn at a price of 262 billion US dollars, with a premium of 49.5%.

This transaction will also become the largest M&A transaction in the history of Weisoft.

The acquisition price is equivalent to three Nokia mobile phone businesses.

It is reported that as early as 11, that is, before LinkedIn’s IPO, Weiruan tried to acquire it many times. The initial quotation was 5 million U.S. dollars, and it was added all the way to 20 billion U.S. dollars.

As a result, at the last moment, the vice president in charge of Weiruan's strategy and cooperation at the time thought the offer was too high and retreated, which led to the final abandonment of the acquisition.

Five years later, Wei Ruan paid more than ten times the price.

There is no doubt that there is a big complaint.

Moreover, Weiruan's acquisition of LinkedIn is intended to use LinkedIn, a workplace social platform, to form a synergistic effect with its office and Weiruan Cloud.

But the future development is actually not very ideal.

It also reflects from the side that Wei Ruan, as a former giant, still has growing anxiety.

Constantly want to expand new business growth points.

In this life, the trident combination of Feixun + Weixin + Qingyun Service under the Qinghe Group is not only invincible in the Chinese market, but also constantly conquers the overseas market.

The chances and chances left to Wei Ruan are really running out.

.........

Monday, May 6.

Zhang Shuo was in the office and received the visiting Jing Dong founder Dong Ge.

"Sprout is booming now."

As soon as he entered the door, Brother Dong couldn't help being envious. When he visited the Germination Industrial Park just now, he had been longing in his heart to say that when Jing Dong could have a global headquarters of this scale.

Although Jingdong also opened a new headquarters building last year, it is completely incomparable with Germination.

"It's also a good time to catch up."

Zhang Shuo smiled and asked Brother Dong to sit on the sofa, and secretary Tang Lili offered tea.

"Yes."

Hearing this, Brother Dong was also very moved. If he hadn't caught up with the era of the Internet, he would not have come out of the countryside and become one of the best entrepreneurial stars in China.

Personal efforts are important, but the factors of the times cannot be ignored.

"Is such that…"

After exchanging pleasantries, Brother Dong expressed his intention for this visit, "Jingdong wants to invest in Yonghui Supermarket, and use Yonghui's channels, warehouses and offline physical stores to expand Jingdong's supply chain. What do you think?"

To this day, Sprout is still Jingdong's largest shareholder.

But in fact, for the daily operation of Jingdong, Germination basically does not intervene.Lu Kai, the president of Sprout Holdings, who also serves as a director on Jingdong's board of directors, also basically unconditionally supports Brother Dong's decision-making.

so.

Brother Dong came to the door in person today, asking for advice, rather than humbly asking for advice. Zhang Shuo's vision and extraordinary predictions have long been no secret in the industry.

"If you want to hear my opinion, then I can only say that I am cautiously optimistic about such an investment." Zhang Shuo did not go around in circles, and directly gave his own opinion.

This is also a fact of the future.

In the original time and space, whether it is Jingdong holding hands with Yonghui, Ahri's acquisition of RT-Mart, or Shuning's acquisition + Love, it is far from being successful, and it can even be said to be a failure.

Investigate its root.

It’s not that Jingdong, Ari, and Shu Ning are all bad, but that offline supermarket chains can’t keep up with the times.

"With the rapid development of e-commerce and the popularity of super comprehensive shopping malls, supermarket chains have increasingly lost their vitality. The way out in the future, I can think of, one is fresh food, and the other is membership."

Brother Dong came to the door with an open mind, so Zhang Shuo naturally couldn't be perfunctory.

It's very deep.

It even directly predicted the development trend of supermarket chains in the future.

"Fresh food, membership system..."

Brother Dong's eyes were also brightened. The more he thought about it, the more he felt that there was a deep doorway here, and it was very consistent with his observation and thinking about chain supermarkets all the time.

Just not as sure as Zhang Shuo.

"Then, after investing in Yonghui, can we transform to the fresh food and membership track?"

Brother Dong obviously still doesn't give up.

When he said this, he was also a little impatient. Gein, the two mountains that were pressing on Jingdong's head-Pin Xixi and Ari, left the field last year and began to lay out the fresh food track.

Obviously, it was another step faster than Jingdong.

"It's not completely impossible, but the operation will be very difficult, and it may not be successful."

A supermarket chain like Yonghui has existed for more than ten years, and its internal interests have long been intertwined. It is not so easy to succeed if you want to make a drastic restructuring.

The original time and space Ahri did not and could not revitalize RT-Mart.

On the contrary, the hippopotamus did it impressively.

It can be seen from this that, instead of coveting "convenience" and buying supermarket chains, it is better to start anew and re-establish a fresh food brand from scratch.

That would make it easier to succeed.

"Another point is that the membership system itself is for offline services, and it doesn't fit with e-commerce."

Zhang Shuo finally reminded.

"Yes."

Brother Dong agrees with his mouth, but his body is very honest, obviously not reconciled.

Seeing this, Zhang Shuo said with a smile: "Of course, the above are just my family's opinions. Jingdong wants to invest in Yonghui, and Germination still insists on the principle of non-intervention. I agree with it."

"It's just a sprout, and it won't participate in it."

Brother Dong came to visit in person this time, and he also wanted to invest in Yonghui together with Germination.It is also because Jingdong's own financial strength is insufficient, and it needs to attract partners.

Zhang Shuo's words undoubtedly blocked Brother Dong's mouth.

"Then I'll think about it."

Although Brother Dong has some regrets, he is obviously unwilling to admit defeat.

try.

Will definitely have to try again.

.........

After seeing off Brother Dong, Zhang Shuo came to the meeting room next door to attend the meeting.

It was also delayed by an hour.

"Can the new round of lawsuits filed against Samsung be handled?"

As soon as he came up, Zhang Shuo looked at Cheng Minghua, the legal director of the group.

With Weijing Semiconductor breaking through the 14nm advanced manufacturing process, Samsung Wafer can no longer sit still. A few days ago, it has officially launched a new round of lawsuits against Liang Song personally, including Weijing Semiconductor.

"no problem."

Cheng Minghua is very confident, "The previous dispute between Mr. Liang and Samsung Wafer has gone through the formal litigation mediation process, and the final conclusion has legal binding effect."

"Samsung Wafer wants to repeat the old tricks, it is simply making trouble for no reason."

What's more, the legal center under Germinal Holdings has long been different from what it used to be. It enjoys a high reputation not only in China, but also in the world.

There are many experts here, especially good at handling international intellectual property disputes.

After all, he has experienced many battles.

Moreover, before Weijing Semiconductor broke through the 14nm advanced manufacturing process, Cheng Minghua went to Jiangxia in person and had an in-depth exchange with Liang Song.

Basically, he predicted Sanxing's actions, and he had already started to be on guard.

"That's good!"

Zhang Shuo was worried that Samsung would jump over the wall in a hurry.

Subsequently.

Senior Vice President Lin Zhengdong reported the progress of Xinghai Group's participation in Vale's investment, "Because of the opposition of Vale's major shareholders, the progress of the negotiation is very slow, and even close to failure."

This undoubtedly made Lin Zhengdong somewhat frustrated.

"Chairman, do you want to invite Dream Fund to participate?" Lin Zhengdong suggested.

This is about to move the savior.

"No!"

Zhang Shuo shook his head, "Dream Fund has already passed me through, and plans to invest in Lituo Group, and will also invite Xinghai Group to participate."

Lituo, like Vale, is also one of the Big Three in the field of iron ore.

The headquarter is located in Daiying.

"Chairman, what do you mean, we give up Vale and turn to Lituo?" Lin Zhengdong's eyes flashed doubts, and he always felt that the big boss shouldn't be such a volatile person.

"No!"

Zhang Shuo shook his head again, "Participating in the investment in Lituo is just a cover. The fundamental purpose is to provoke Vale's nerves and lay the groundwork for a smooth investment in Vale."

The company under the banner is not so easy to control.

It's better to stay away.

"I understand!"

Only then did Lin Zhengdong suddenly realize that he dared to resort to a trick.

"By the way, chairman, the contact between Xianzhengda and Mengsandu is going very smoothly. I'm worried that it won't take too long." Lin Zhengdong immediately reported another news.

It is also related to overseas mergers and acquisitions.

"As long as you can delay it, don't force it, okay?"

Zhang Shuo also knows very well that all those overseas capitals are better than thieves.

Not so easy to fool.

Compared with blocking Bayer's acquisition of Monsanto, taking Vale's equity is the most important thing.

At the end of the meeting, Zhang Shuo looked at Lu Qi, the senior vice president, and said with a smile: "Being pessimistic about the second thunderstorm, I don't think there will be any white knights coming to rescue."

"Chairman, what do you mean, we can start now?"

Lu Qi is so clever, he immediately understood the meaning behind the words of the big boss.

"Ah."

Zhang Shuo also nodded slightly, and then added: "Remember, Qinghe Group is only interested in the fat of Pessimistic Video, and other businesses such as mobile phones, new energy vehicles, including Pessimistic Sports, Pessimistic TV, etc. All of them are not within the acquisition scope of Qinghe Group."

But he knew that up to now, the pessimistic Zhen Yaoting hadn't given up the idea of ​​fooling around.

"understand!"

Lu Qi also understood that once the Pessimistic Video was won, Qinghe Group's layout in the field of long-form video would be equivalent to another new force.

It is enough to surpass Tenda Video and Heyi Group.

But come to think of it, neither Ari nor Tengda would really look down on this piece of fat and ignore it.

Then we'll see whose purse is bigger!
.........

a.

Jingdong and Tengda have launched the investment process in Yonghui Supermarket.

Brother Dong still didn't give up after all.

And it's also very weird, just like the original time and space, it turned out to be mixed with Tengda again.

It's really frustrating.

Not only that, but two days later, Jingdong announced that it has reached a series of in-depth strategic cooperation with Erma, and issued an additional 5.75% of the equity in exchange for the core assets of No. 2 Store under the latter.

Based on the market value of Jingdong, Jingdong spent about 2 billion to take over the No. 98 store.

Strictly speaking, this is not "Jing Dong's acquisition of the No. 2 store", but Erma's strategic investment in Jing Dong, and at the same time, the No. 2 store is sold to Jing Dong in a "package" as an additional product.

So it is a strategic cooperation.

Vote for Yonghui first, and then win Erma over. It is not difficult to see that facing Mobao and Pin Xixi, Jingdong really wants to find a new way to achieve some results.

It can even be said to have gone all out.

No matter what Zhang Shuo thinks, at least the capital market is very appreciative of Jingdong's "aggressiveness".

It can be seen that Brother Dong made a good move.

(End of this chapter)