Completed Salted Fish's Self-help Strategy

"Wait for me." Chuyuanxi first gave Feng Lin a warm hug, and then said in her ear, "I'll go back to wechat first. A group of big investors are cue me."

The reason why a group of big investors cue him is that recently, the market has been booming. At the beginning of this month, when he held the annual conference of the investment circle, Chu Yuanxi slapped Li Jingfei in the face of the public, which is called "the future will be better".

At that time, Li Jingfei ridiculed the difficulties of the game industry and told him to go back and play his games to harm the teenagers. So he vowed in front of a group of investors that I would like to expand. No matter the game or the whole economic field, it also includes investment and financing. The state will surely introduce favorable policies one after another to ease the huge pressure of various industries It is not always bad news that there will be positive new regulations or deregulation.

This multi angle is quite likable, so Li Jingfei is forced to become the most beautiful guy in the audience. In fact, this idea has always been believed by Chu Yuanxi, and later inspired Lu Yin and Yang Heng with the same reason.

As a result, this prediction was fulfilled during the period of Chuyuan Xi's southward journey, a total of one week later.

On December 13, China Securities Regulatory Commission (CSRC) announced at a press conference the pilot provisions on the splitting of subsidiaries of listed companies for listing in China, and once the news came out, the industry was boiling.

We should know that PE giants' participation in the spin off of subsidiaries of listed companies is almost a steady business, and domestic institutions also have very successful cases overseas, so they are very keen on it. This loose regulation simply let all kinds of pevc into my big A-share market to pick up their wallets. Even at that time, some big investors said excitedly: "this is a great benefit for the stock holders of the parent company to reduce their holdings and realize their cash flow. Moreover, if there is a lot of space for the spin off business itself, it will be another good project."

Words, as if to see the plate full of fat feeling.

Assuming that Ba Ren group is now a listed company, this clause corresponds to the split listing of Gobi network, Mediterranean Games, banana and peak vision. If Ba people group is willing to let Ba people media be independent, Ba people media can also be separated.

This operation space is a little big, although the above-mentioned subsidiaries and the Ba people's group have not met the most basic listing regulations due to the lack of time for establishment.

In the past, the comparable mode in China's big a shares was "overall listing". For example, Barin group does not go up, Gobi network goes up first, and then Barin group makes all the shares of its subsidiaries, such as Mediterranean Games, peak visual effects, Barin media, banana, etc., into an asset package, injects them into the listed companies through private placement, and then the listed company changes its name to Barin group. This process is called realizing the overall listing.

Obviously, capital has more room to operate under the new terms.

Then, however, BP does not write about risk, which is a potential industry rule. Otherwise, what should investors do?

When Yu Yanan came back, Chu Yuanxi was talking about the second part, that is, how to plan the next enterprise development with the current market situation of lucky coffee as the president.

So Yu Yanan also came over and heard Chu Yuanxi say: "Ruixing's boasting to investors last year has all come true. It has opened 4500 stores, with a peak market value of nearly $10 billion, and now it has more than $8 billion. So its credit is good in the capital market, whether it goes up or down. Now you bring yourself into the position of money, you should first understand that you have a great advantage. "

"Can I get money?" More than once, Feng Lin heard Chu Yuanxi nag about how to get a billion dollars of convertible bonds from the U.S. market at zero interest rate. Lucky if the credit is better, won't it be easy to get money?

"No, being able to get money is performance. The deep advantage is that you are flexible.". Flexibility means that everything you want to do next has a chance to achieve, and you don't have to be too cramped to do it. Do you understand? In business, we usually have to focus on the main business. If we want to do anything, we have to consider the cost and cash flow. But lucky is very flexible in this respect. Even if Ruixing opens a convenience store in the future, it's possible to have a positive PK with me. You need to plan according to that advantage. "

With that, Chu Yuanxi made a gesture of invitation to guide Feng Lin to think about planning. Unlike the first one, this one has to be heuristic rather than cramming. His other hand also asked Yanan to sit closer.

Yu Ya Nan went to gather together, and found that Chu Yuan Xi seemed to have less meat on his stomach. It can be seen that he was tired of running to the south these days. On the eve of Chuyuan, she saw that Feng Lin was very serious and said, "will Ruixing's convenience store become a capital story?"

The so-called capital story is to tell the market the future prospects. It is usually to open up a new business, cross boundary and seek higher profits, so as to improve the valuation.

Chuyuanxi thought for a moment, but he didn't have to tell Feng Lin what was too complicated, so he said: "it depends on whether Ruixing can get rid of the poison of coupons. If you think of it as a fresh TOC, once you don't issue coupons, Gmv will fall down immediately. If Ruixing does the same in the future, it is likely to tell a capital story. But now you don't have to think about it. When you do planning, you don't have to do cross-border categories. "Feng Lin has made several rounds of her own research information. At present, there are many kinds of lucky non coffee, such as juice and nuts, third-party FMCG products, and Xiaolu tea, which are open to franchise. What can we do now? In fact, there is a misunderstanding here. Ruixing can completely focus on consolidating and digesting the existing business without doing anything new. She feels that this is the correct solution.

But now is to do the paper, certainly can't so submit, so just need Chu Yuan Xi to carry on the point. Chuyuan Xi's way to point out is: "to think big, to consider upgrading their own dimensions, do not just focus on the immediate planning."

Yu Yanan with the side secretly smile, heart said Feng Lin also upgrade dimension? You can pull it down!

Unexpectedly, Feng Lin suddenly exclaimed, "do you think I can do that? I transplant to Ruixing according to the development model of Ba people and well-off society? "

Chu Yuan Xi was surprised: "what development model?"

"Traffic mode, as our professor said, with products and traffic, we can build a platform. Now that we have lucky products and traffic, we can develop into a platform? I remember you said many times, "it's better to be a platform than a product."

Yu Ya Nan Xin said that Feng Lin is a treacherous guy! The flattery of chuyuanxi is almost traceless! Why can't I think of such a good form?

"What else did your professor teach?" Chuyuanxi is quite curious. There is something about this professor. Some professors are not new, but those who know the usage of traffic are scarce.

"Also taught..." Feng Lin turned his eyes: "he also taught copy how to copy and who is the most important."

"Give me your contact information as a professor." Chuyuan Xixin said that as soon as he recruited Yang Heng to be a consultant, he let him go. Now the consultant has become vacant again. This professor seems to be very pragmatic and worth talking about. It is also a very reasonable choice to let him be a business consultant.

"As for the strategy you planned, it's very good, but it's not enough just to have a strategy. What about the specific tactics? How does the traffic come from, what mode is the platform built, and how can it better serve users? "

"Is that too hard for me? How does the flow come from? Lucky to have 40 million paying users, isn't it all traffic? "

Chuyuan Xixin said that this is too much, because few people can clearly realize what is flow. Let's use one sentence to explain that there is not flow when there are users. Flow can only be called flow when it flows. There must be content to drive users. Only when users are driven by content can they become flow. Otherwise, it is a flow without flow.

As for what is "content" and what content is suitable for Ruixing platform? That's the superclass thing.

, for the lucky situation, only 15 million of their official account can barely touch the traffic. However, for Feng Lin, it is probably impossible to clearly distinguish the characteristics of online traffic and offline traffic, so it is too much to discuss the nature and motivation of traffic with her. Chu Yuanxi decided to give the answer directly.

"If I make a simple plan, I can do this Well, just start a round of funding the layout of the coffee machine. Have you heard of self-service coffee machine entrepreneurship? "

Feng Lin nodded. Although Yu Yanan had never heard of it, he quickly nodded like a chicken.

Chuyuanxi said: "this entrepreneurial track is not particularly prosperous, but there are a few players who can do it, such as Chenxing coffee. It's more appropriate for lucky to do it. Although there will be losses, no one knows more about losses than lucky, and the tonality is quite matched. And lucky logistics and SKU are very strong, should be better than small players.

The most important thing is that the cost of the self-service coffee machine is much lower than that of the store. If we still apply their previous coupon policy, we should be able to get more offline traffic. It's just a matter of how much money we burn. "