Winning the new financial era
Chapter 538 Steady
Chapter 538 Steady
Rocket Girls 101 official Weibo issued a statement, confirming that Meng Meiqi, Wu Xuanyi and Zhang Zining will return to the team, and the Rocket Girls 11-member combination will be reassembled.
Subsequently, the two entertainment agencies Lehua and Mai Rui issued a statement, apologizing to Rui publicly, expressing that they will respect the spirit of the contract and jointly abide by the signed contract.
The reversal of the plot came so quickly, Rui Xiangcai filed a lawsuit yesterday, and today the two entertainment brokerage companies have given up.
Some people who eat melons still don't let go, they ran to the official Weibo of the two entertainment brokerage companies, and continued to diss each other.
The rocket video side is still calm, and a fan meeting was held normally on the 18th.
However, there were only 8 people, and the 3 people who returned to the team did not show up.
Some people speculate that Ruixiang does not intend to let the two companies go.
Some fans complained to their idols and became victims of capital struggles.
Zhang Yida didn't continue to pay attention to this matter, so many things needed him to deal with, how could he have time to focus on these small things all the time.
However, Lehua and Mai Rui have already been arranged, and Ruixiang and Ruixiang's shareholding and investment companies, including content production companies, film and television investment companies, etc., will no longer cooperate with any of Lehua and Mai Rui.
In other words, he has already been blacklisted by the entire Ruixiang department.
No matter whether they cast film and television dramas or hire spokespersons, they will not use their artists.
At present, the impact on Lehua and McRae cannot be seen. As Sharp expands to the content sector, specific effects will gradually appear.
……
"Yida, I recently discovered a new economy company with great potential."
In the office of Huayi Capital, Lei Dongming preached to Zhang Yida energetically.
"What company?"
Zhang Yida put down the recent investment project report in his hand, picked up the cup on the coffee table, and took a sip of tea.
Lei Dongming made a fool of himself, pouted at the cup on the table.
"Do you like tea?"
Zhang Yida pointed to the report on the table and said with a smile, "I saw it, the original cheese tea brand, yes.
There are very few opportunities for Internet software innovation in China, and the next step is to adjust the direction of investment to new consumer brands, hardware, medical care and other fields. This step can be taken. "
Lei Dongming shook his head, "I'm not talking about that. Have you heard of car rental in Shenzhou?"
Zhang Yida looked at him and said in surprise, "Rui Xing's people came to you?"
Lei Dongming smiled and said, "You've also heard about this little blue cup? It's developing very fast, and it's on par with Starbucks."
Of course Zhang Yida has heard of the Little Blue Cup, which has set a new record for the listing speed of Chinese concept stocks. It only took 18 months from its establishment to its IPO.
Of course, in this, the capital contribution is not small, spending money like crazy, and opened more than 2000 stores in one and a half years.
Then "register to get a free cup", "1.8% discount coupons are flying all over the sky", and the elevators in office buildings are full of advertisements for small blue cups.
This is a company ripened by capital!
On the other hand, this is also a national coffee, spending American money to invite Chinese people to drink coffee.
Although the taste is not particularly good, but for free things, users will say "really fragrant" after drinking the tap water.
Ruixing's loss figures are also extremely terrifying, and it should be eager to scale.
This is Zhang Yida's impression of Ruixing before October 19, in his previous life.
Seeing Zhang Yida's thoughtful expression, Lei Dongming asked, "You have a good eye, what do you think of this company?"
Zhang Yida didn't answer this question directly, but asked Lei Dongming about other things.
"As far as I know, Lu Zhengyao, Lenovo Department, and Happy Capital Liu Dahai are in the same circle?
How did you find Huayi Capital?Have you ever thought about this question. "
Lei Dongming nodded, "That's true, they are the capital behind Shenzhou Car Rental.
Liu Dahai was responsible for the introduction. Didn't he vote for Bimo?
Later merged into Huimin, and I gradually established some friendship with him.
Sometimes, introduce some items to each other.This time, he was the one who introduced Ruixing. "
Lei Dongming thought for a while, and then said: "As for why you came to us, I guess you value your influence!"
Zhang Yida asked, "What about the valuation?"
Lei Dongming shook his head, "We didn't talk about the valuation, Ruixing only completed the A-round financing of 2 million US dollars last month, and has already entered the ranks of unicorns.
What Liu Dahai meant was that he hoped that we would join in the next round. "
"next round?"
Zhang Yida can’t remember the valuation of Ruixing’s B round, but he has the impression that the valuation of each round of financing is rolling upwards, and it is expected to be no less than 20 billion US dollars.
After listing, the market value was more than 40 billion US dollars, and the stock price fluctuated around this value in the past six months, which was generally stable.
"Is the A+ round not allowed to vote?"
Lei Dongming shook his head, "Lu Zhengyao has some wealth, the angel round is all settled by them themselves, and the A round is all the capital of close relationship.
We are not close to him, and he definitely wants to digest the A round of money to increase the valuation, and then put down a round of institutions to enter the market. "
Zhang Yida thought for a while, and replied: "Many unicorns on the market are actually filled with water.
The essence of business is still to make a profit, and a company that cannot make a profit is just beating drums and spreading flowers.
Whether Ruixing's expansion model can persist for a long time depends on profitability.
If it can’t make a profit, let alone overthrow Starbucks, how far it can go is a question mark. "
Zhang Yida thinks that the most criticized thing is Ruixing's expansion speed, which is too radical.
Once the subsidy is stopped, it is really hard to say what level the repurchase rate can maintain.
According to what we know, the B-round investment should still be profitable.
It will be listed in May next year, and the ban on stocks will be lifted in November. There will be a wave of cash out on the day of listing, and a wave of cash out after the lifting of the ban.
It is no problem to operate short-term and make a quick sum of money.
It's not bad to earn twice a year.
Zhang Yida has witnessed this point with his own eyes, so he can be sure.
But for long-term holding, Zhang Yida felt that there was a question mark.
He can't predict whether it will turn losses into profits or directly collapse, but he feels that the latter is more likely.
Even if there is no collapse, once the store is stopped, there is no revenue growth, and the profit margin does not increase, it will return to its original shape.
Maybe, by 2020, the stock price will not be as high as it was in 2019!
"You can contact them and see the specific situation."
Zhang Yida added, "However, I want to remind you that the stock price trend may be very similar to that of Yimindai."
Lei Dongming was stunned for a moment, "No way, Yimindai rose sharply last year, but this year it has plummeted all the way.
But this is affected by policies and industry regulation!I can't figure out what policy will affect coffee, banning coffee? "
Zhang Yida shook his head, "It's not a policy, it's because the company's style of play is too aggressive. It's likely that it made great strides in the early stage, but then fell into a slump after encountering setbacks in the later stage."
Lei Dongming understood now, and said, "That means the same as Yimindai, and you will start running after the ban is lifted?"
Zhang Yida nodded slightly, that's all he had to do, absolutely sure!
(End of this chapter)
Rocket Girls 101 official Weibo issued a statement, confirming that Meng Meiqi, Wu Xuanyi and Zhang Zining will return to the team, and the Rocket Girls 11-member combination will be reassembled.
Subsequently, the two entertainment agencies Lehua and Mai Rui issued a statement, apologizing to Rui publicly, expressing that they will respect the spirit of the contract and jointly abide by the signed contract.
The reversal of the plot came so quickly, Rui Xiangcai filed a lawsuit yesterday, and today the two entertainment brokerage companies have given up.
Some people who eat melons still don't let go, they ran to the official Weibo of the two entertainment brokerage companies, and continued to diss each other.
The rocket video side is still calm, and a fan meeting was held normally on the 18th.
However, there were only 8 people, and the 3 people who returned to the team did not show up.
Some people speculate that Ruixiang does not intend to let the two companies go.
Some fans complained to their idols and became victims of capital struggles.
Zhang Yida didn't continue to pay attention to this matter, so many things needed him to deal with, how could he have time to focus on these small things all the time.
However, Lehua and Mai Rui have already been arranged, and Ruixiang and Ruixiang's shareholding and investment companies, including content production companies, film and television investment companies, etc., will no longer cooperate with any of Lehua and Mai Rui.
In other words, he has already been blacklisted by the entire Ruixiang department.
No matter whether they cast film and television dramas or hire spokespersons, they will not use their artists.
At present, the impact on Lehua and McRae cannot be seen. As Sharp expands to the content sector, specific effects will gradually appear.
……
"Yida, I recently discovered a new economy company with great potential."
In the office of Huayi Capital, Lei Dongming preached to Zhang Yida energetically.
"What company?"
Zhang Yida put down the recent investment project report in his hand, picked up the cup on the coffee table, and took a sip of tea.
Lei Dongming made a fool of himself, pouted at the cup on the table.
"Do you like tea?"
Zhang Yida pointed to the report on the table and said with a smile, "I saw it, the original cheese tea brand, yes.
There are very few opportunities for Internet software innovation in China, and the next step is to adjust the direction of investment to new consumer brands, hardware, medical care and other fields. This step can be taken. "
Lei Dongming shook his head, "I'm not talking about that. Have you heard of car rental in Shenzhou?"
Zhang Yida looked at him and said in surprise, "Rui Xing's people came to you?"
Lei Dongming smiled and said, "You've also heard about this little blue cup? It's developing very fast, and it's on par with Starbucks."
Of course Zhang Yida has heard of the Little Blue Cup, which has set a new record for the listing speed of Chinese concept stocks. It only took 18 months from its establishment to its IPO.
Of course, in this, the capital contribution is not small, spending money like crazy, and opened more than 2000 stores in one and a half years.
Then "register to get a free cup", "1.8% discount coupons are flying all over the sky", and the elevators in office buildings are full of advertisements for small blue cups.
This is a company ripened by capital!
On the other hand, this is also a national coffee, spending American money to invite Chinese people to drink coffee.
Although the taste is not particularly good, but for free things, users will say "really fragrant" after drinking the tap water.
Ruixing's loss figures are also extremely terrifying, and it should be eager to scale.
This is Zhang Yida's impression of Ruixing before October 19, in his previous life.
Seeing Zhang Yida's thoughtful expression, Lei Dongming asked, "You have a good eye, what do you think of this company?"
Zhang Yida didn't answer this question directly, but asked Lei Dongming about other things.
"As far as I know, Lu Zhengyao, Lenovo Department, and Happy Capital Liu Dahai are in the same circle?
How did you find Huayi Capital?Have you ever thought about this question. "
Lei Dongming nodded, "That's true, they are the capital behind Shenzhou Car Rental.
Liu Dahai was responsible for the introduction. Didn't he vote for Bimo?
Later merged into Huimin, and I gradually established some friendship with him.
Sometimes, introduce some items to each other.This time, he was the one who introduced Ruixing. "
Lei Dongming thought for a while, and then said: "As for why you came to us, I guess you value your influence!"
Zhang Yida asked, "What about the valuation?"
Lei Dongming shook his head, "We didn't talk about the valuation, Ruixing only completed the A-round financing of 2 million US dollars last month, and has already entered the ranks of unicorns.
What Liu Dahai meant was that he hoped that we would join in the next round. "
"next round?"
Zhang Yida can’t remember the valuation of Ruixing’s B round, but he has the impression that the valuation of each round of financing is rolling upwards, and it is expected to be no less than 20 billion US dollars.
After listing, the market value was more than 40 billion US dollars, and the stock price fluctuated around this value in the past six months, which was generally stable.
"Is the A+ round not allowed to vote?"
Lei Dongming shook his head, "Lu Zhengyao has some wealth, the angel round is all settled by them themselves, and the A round is all the capital of close relationship.
We are not close to him, and he definitely wants to digest the A round of money to increase the valuation, and then put down a round of institutions to enter the market. "
Zhang Yida thought for a while, and replied: "Many unicorns on the market are actually filled with water.
The essence of business is still to make a profit, and a company that cannot make a profit is just beating drums and spreading flowers.
Whether Ruixing's expansion model can persist for a long time depends on profitability.
If it can’t make a profit, let alone overthrow Starbucks, how far it can go is a question mark. "
Zhang Yida thinks that the most criticized thing is Ruixing's expansion speed, which is too radical.
Once the subsidy is stopped, it is really hard to say what level the repurchase rate can maintain.
According to what we know, the B-round investment should still be profitable.
It will be listed in May next year, and the ban on stocks will be lifted in November. There will be a wave of cash out on the day of listing, and a wave of cash out after the lifting of the ban.
It is no problem to operate short-term and make a quick sum of money.
It's not bad to earn twice a year.
Zhang Yida has witnessed this point with his own eyes, so he can be sure.
But for long-term holding, Zhang Yida felt that there was a question mark.
He can't predict whether it will turn losses into profits or directly collapse, but he feels that the latter is more likely.
Even if there is no collapse, once the store is stopped, there is no revenue growth, and the profit margin does not increase, it will return to its original shape.
Maybe, by 2020, the stock price will not be as high as it was in 2019!
"You can contact them and see the specific situation."
Zhang Yida added, "However, I want to remind you that the stock price trend may be very similar to that of Yimindai."
Lei Dongming was stunned for a moment, "No way, Yimindai rose sharply last year, but this year it has plummeted all the way.
But this is affected by policies and industry regulation!I can't figure out what policy will affect coffee, banning coffee? "
Zhang Yida shook his head, "It's not a policy, it's because the company's style of play is too aggressive. It's likely that it made great strides in the early stage, but then fell into a slump after encountering setbacks in the later stage."
Lei Dongming understood now, and said, "That means the same as Yimindai, and you will start running after the ban is lifted?"
Zhang Yida nodded slightly, that's all he had to do, absolutely sure!
(End of this chapter)
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