Chapter 522: Sad look at the second thunderstorm, winter-shocked ambition, and budding calculations!
Chapter 522: Sending Money Every Day, Sadness for the Second Thunderstorm, Winter-Shocking Ambition, and budding Schemes!
"Yes, yes!"
After learning the good news about Weijing Semiconductor, his second uncle Tang Yi also called Zhang Shuo to congratulate him.
Compared with netizens who simply watch the excitement, Tang Yi obviously has a deeper understanding of the semiconductor industry and can better understand the significance of Weijing Semiconductor's breakthrough.
It is no exaggeration to say that this is a new milestone for China's semiconductor industry.
"From now on, the sea is as wide as the fish can leap, and the sky is as high as the birds can fly!" On the phone, my second uncle Tang Yi was also very excited and full of enthusiasm.
This made Zhang Shuo feel warm in his heart.
………
With the semiconductor industry experiencing constant turmoil, time has quietly entered June.
It’s already unbearably hot in Binhai City.
As hot as the weather is the news breaking out from all walks of life.
The time has just entered June, and we have already experienced the tragedy of a broken capital chain, once again suffered a serious debt default, and suffered a second thunderstorm.
Attracting industry attention.
As a result, the white knight who rescued Desperation before is now riding a tiger.
Different from the light writing last time, this time, the root of the tragedy was almost completely exposed, and the bitter fruit of the radical diversified expansion strategy was finally tasted.
The headquarters of Sadish was once surrounded by debt collectors, and the founder of Sadish fled overseas.
Um--
It’s still a familiar plot…
Different from the tragic tragedy, 71tak was successfully listed in the United States two days later, with a market value of nearly US$400 million, becoming the first Chinese online education stock to be listed.
It also kicked off the influx of capital into gold mining in the education industry.
In the next few years, a large number of star startups will emerge in the education and training industry, each spending more money than the last, and even strongly boosting the advertising revenue of platforms such as Tenda.
Only Zhang Shuo knows that this track is destined to be a tragedy in the future.
Take 71tak, which has just been listed, as an example. Its future market value will only be over US$30 million, which is not even one-tenth of the market value when it was listed.
It's really sad.
In addition to shrinking market value, 71tak will even completely divest its domestic business in the future and focus on overseas markets.
It's tantamount to a full retreat!
Of course, judging from the results, 71tak is certainly a piece of cake, but for the capital that favors it, it may not be a loser's game.
Smart investment institutions began to reduce their holdings and cash out soon after 71tak was listed.
It’s hard to say how much you’ll earn, but at least you won’t lose money.
This is also the evil of capital. From the very beginning, the original intention of investing was not to tell a good story, promote the listing of investment targets, and then cash out, that is all.
Who cares about the life or death of a tool?
In such a capital game, the only real losers are the leeks.
………
Turn your attention overseas.
Different from Beishi and 71tak, the super giant Weiruan announced that it will officially acquire the social platform LED for US$26.2 billion, with a premium of up to US$495.
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 2011, before Lked’s p-plan, WeiRuan tried to acquire it many times. The initial offer was US$500 million, which was later increased to US$2 billion.
As a result, at the last moment, the vice president in charge of Weisoft's strategy and cooperation believed that the offer was too high and backed down, resulting in the acquisition being abandoned.
Five years later, Weiruan has paid more than ten times the price.
There is no doubt that it is a serious source of resentment.
Moreover, WeiRuan’s acquisition of lked was intended to use lked, a workplace social platform, to create synergy with its ce and WeiRuan Cloud.
But future development is actually not very ideal.
It also reflects from the side that Weiruan, as a former giant, still has growing anxiety.
Constantly want to explore new business growth points.
In this life, the trident combination of Feixun, Weixin and Qingyun Services under Qinghe Group is not only invincible in the Chinese market, but is also constantly conquering cities and territories in overseas markets.
There are really not many opportunities left for Weiruan.
………
Monday, June 13th.
Zhang Shuo met Dong Ge, the founder of Jingdong, who was visiting in his office.
"The sprouts are flourishing now."
As soon as he entered the door, Brother Dong couldn't help but be envious. When he visited the Germination Industrial Park just now, he had been longing in his heart to ask when Jingdong would have a global headquarters of this size.
Although Jingdong also opened a new headquarters building last year, it is completely incomparable with Sprout.
"It's also a good time to catch up."
Zhang Shuo smiled and asked Brother Dong to sit on the sofa, and his secretary Tang Lili served him some fragrant tea.
"yes."
Hearing this, Brother Dong was also very emotional. If he had not caught up with the Internet era, he would not have come out of the countryside and become one of the top entrepreneurial stars in China.
While personal efforts are important, the factors of the times cannot be ignored either.
"Is such that…"
After a brief exchange of greetings, Brother Dong revealed his intention, "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 the largest shareholder of Jingdong.
But in fact, Meiya has basically no interference in the daily operations of Jingdong. Lu Kai, the president of Meiya Holdings who also serves as a director on Jingdong's board of directors, basically supports Brother Dong's decisions unconditionally.
so.
Brother Dong came to the door in person today, saying it was to ask for instructions, but it was better to say he was asking for advice humbly. Zhang Shuo's vision and extraordinary predictions are no secret in the industry.
"If you want to listen to my opinion, then I can only say that I am cautiously optimistic about such an investment." Zhang Shuo did not beat around the bush and directly gave his opinion.
This is also a fact of the future.
In the original time and space, whether it was Jingdong joining hands with Yonghui, Ahli acquiring RT-Mart, or Shuning acquiring Carrefour, it was far from being called a success, and could even be called a failure.
Get to the root of it.
It’s not that Jingdong, Ahri, and Shuning are not good, but offline supermarket chains have failed to keep up with the times.
"With the rapid development of e-commerce and the popularity of super shopping malls, supermarket chains have increasingly lost their vitality. The only way out for the future that I can think of is fresh food and membership systems."
Brother Dong came to the door with an open mind, so Zhang Shuo naturally couldn't do it perfunctorily.
The conversation was very deep.
It even directly predicted the future development trend of supermarket chains.
“Fresh food, membership only…”
Brother Dong's eyes also lit up. The more he thought about it, the more he felt that the doorway here was very deep, and it was very consistent with his long-standing observations and thinking about supermarket chains.
Just not as sure as Zhang Shuo.
"Then, after investing in Yonghui, can we transform to the fresh food and membership-based tracks?"
Brother Dong obviously still doesn’t give up.
When he said this, he was also a little impatient, because the two big mountains that were pressing down on Jingdong's head - Pinxixi and Ahli, had left the market one after another last year and started to lay out the fresh food track.
Obviously it is one step ahead of Jing Dong.
"It's not impossible, it's just that 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 easy to succeed if it wants to undergo drastic restructuring.
Ahri in the original time and space also failed to revitalize RT-Mart.
On the contrary, it was the hippopotamus who did an impressive job.
It can be seen from this that instead of acquiring supermarket chains for the sake of "convenience", it is better to start from scratch 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 is not compatible with e-commerce."
Zhang Shuo’s final reminder.
"yes."
Brother Dong agreed with his words, but his body was very honest, and he was obviously not willing to give in.
Seeing this, Zhang Shuo smiled and said: "Of course, the above are just my personal opinions. Jingdong wants to invest in Yonghui, but Meiya still adheres to the principle of non-intervention, and I personally agree."
"It's just a sprout, I won't get involved."
Brother Dong came to visit in person this time, and he also wanted to invest in Yonghui together with Moya. It was also because Jingdong's own financial strength was insufficient, and he needed to recruit partners.
Zhang Shuo's words undoubtedly blocked Brother Dong's mouth.
"Then I'll think about it carefully."
Although Brother Dong has some regrets, he obviously has a temper that refuses to admit defeat.
try.
Definitely still have to try it again.
………
After seeing Brother Dong off, Zhang Shuo came to the conference room next door to attend the meeting.
It was also postponed for an hour.
"Can it handle the new round of lawsuits filed against Samsung?"
As soon as he came up, Zhang Shuo looked at Cheng Minghua, the group's legal director.
As Weijing Semiconductor breaks through the 14nm advanced process, Samsung Wafer can finally sit still. Recently, it has officially launched a new round of lawsuits against Liang Song personally, including Weijing Semiconductor.
"no problem."
Cheng Minghua is extremely confident, "The previous dispute between Mr. Liang and Samsung Wafer has gone through the formal litigation adjustment process and has been concluded, and has legal binding effect."
"It is simply unreasonable for Samsung Wafer to repeat its old tricks."
What's more, the legal center under Sprout Holdings has long been different from what it used to be. It enjoys a high reputation not only in China, but also around the world.
There are many experts inside, who are particularly good at handling international intellectual property disputes.
After all, he has experienced many battles.
Moreover, before Weijing Semiconductor broke through the 14-nanometer advanced process, Cheng Minghua personally rushed to Jiangxia and had in-depth exchanges with Liang Song.
Basically, he had predicted Samsung’s actions and had already started to be wary of it.
"That's good!"
Zhang Shuo was worried that Samsung would jump over the wall.
Later.
Senior Vice President Lin Zhengdong reported on the progress of Xinghai Group’s investment in the Danshui River Valley. “Due to the opposition of the major shareholders of the Danshui River Valley, the negotiations are progressing very slowly and are even close to failure.”
This undoubtedly made Lin Zhengdong a little frustrated.
"Chairman, how about inviting the Dream Fund to participate?" Lin Zhengdong suggested.
This is about bringing in a savior.
"No!"
Zhang Shuo shook his head, "Dream Fund has communicated with me and plans to invest in Lituo Group and will also invite Xinghai Group to participate."
Lituo, like Danshui River Valley, is also one of the three giants in the iron ore field.
The headquarters is located in Daiying.
"Chairman, what do you mean, we give up the Danshui River Valley and turn to Lituo?" A trace of doubt flashed in Lin Zhengdong's eyes. He always felt that the big boss shouldn't be such a fast-paced person.
"No!"
Zhang Shuo shook his head again, "Participating in the investment in Li Tuo is just a cover. The fundamental purpose is to stir up the nerves of the Danshui River Valley and lay the groundwork for a smooth investment in the Danshui River Valley."
The companies under Dai Ying are not so easy to control.
It's better to avoid it.
"I see!"
Lin Zhengdong suddenly realized that he had the courage to use a move to attack the east and the west.
"By the way, Chairman, the contact between Xian Zhengda and Mengsandu is going extremely smoothly. I'm worried that it won't take too long." Lin Zhengdong immediately reported another piece of news.
It is also related to overseas mergers and acquisitions.
"Just take as long as you can, don't force it, okay?"
Zhang Shuo also knows very well that all those overseas capitals are more sophisticated than thieves.
Not that easy to fool.
Compared with blocking Bayer's acquisition of Monsanto, winning the equity in Danshui Valley is the top priority.
At the end of the meeting, Zhang Shuo looked at Senior Vice President Lu Qi and said with a smile: "It is sad to see a second thunderstorm. It is estimated that no white knight will come to rescue him."
"Chairman, do you mean that we can take action?"
Lu Qi was so smart, he immediately understood the hidden meaning of the big boss's words.
"Um."
Zhang Shuo also nodded slightly, and then added: "Remember, Qinghe Group is only interested in the fat piece of Beshi Video. Other businesses such as mobile phones, new energy vehicles, including Beshi Sports, Beshi TV, etc.
None of them are within the acquisition scope of Qinghe Group."
He knew that until now, Sadness Zhen Yaoting had not given up on his deception.
"clear!"
Lu Qi also understands it well. Once we win Beishi Video, Qinghe Group’s layout in the long video field will be equivalent to adding a new force.
It is enough to surpass Tenda Video and Heyi Group.
But come to think of it, neither Ahri nor Tengda would really look down on this piece of fat and ignore it.
Let’s see who’s pocket is bigger then!
………
a.
Jingdong teamed up with Tengda to initiate the investment process in Yonghui Supermarket.
Brother Dong still didn’t give up after all.
What's more, it's very strange. Just like the original time and space, it is actually mixed up with Tengda.
It's really frustrating.
Not only that, two days later, Jingdong announced a series of in-depth strategic cooperation with Hungryrma, and issued an additional 575 shares in exchange for the core assets of the latter's No. 2 store.
Calculated based on Jingdong’s market value, Jingdong spent approximately 9.8 billion to acquire the No. 2 store.
Strictly speaking, this is not "Jingdong's acquisition of No. 2 store", but Hulma's strategic investment in Jingdong, and at the same time "packaging" Store No. 2 as an add-on to Jingdong.
So it is a strategic cooperation.
First investing in Yonghui, and then wooing Hungryrma, it is not difficult to see that facing the two powerful enemies of Mo Bao and Pin Xixi, Jingdong also very much wants to find another way and achieve some results.
It can even be said to be a risk-taking.
No matter what Zhang Shuo thought, at least the capital market still recognized Jingdong's "aggressiveness". After the news was announced, Jingdong's stock price experienced a slight rise.
It can be seen that Brother Dong made a good move.