Chapter 541: Steady
Rocket Girl 101 official Weibo issued a statement confirming that Meng Meiqi, Wu Xuanyi and Zhang Zining will return to the team, and the 11-member Rocket Girl combination will be reunited.
With that, Lehua and Mai Rui, two entertainment brokerage companies, issued a statement to publicly apologize to Ruixiang, saying that they would respect the spirit of the contract and jointly abide by the signed contract.
The plot reversal came so quickly, Rui Xiang only launched a lawsuit yesterday, and today the two entertainment brokerage companies admitted it.
Some people who eat melons still don't let go, run to the official micro of the two entertainment brokerage companies, and continue to diss each other.
The Rocket Video is still calm here, and a fan meeting was held normally on the 18th.
However, there were only 8 people, and 3 people who returned later did not show up.
Some people speculate that Ruixiang does not plan to let go of the two companies.
Some fans complained about their idols and became victims of the capital struggle.
Zhang Yida didn't continue to pay attention to this matter, there was so much work that he needed to deal with, how could he have time to keep an eye on these little things.
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, it has been blacklisted by the entire Ruixiang system.
Whether it is a film and television drama that is filmed, or whether it is a spokesperson, they will not use their artists.
At present, we can't see the impact on Lehua and Mai Rui, and with the growth of Ruixiang's content sector, it will slowly show specific effects.
......
"Yida, I recently discovered a new economy company with great potential. ”
In the office of Huayi Capital, Lei Dongming preached to Zhang Yida in high spirits.
"What company?"
Zhang Yida put down the report on the recent investment project in his hand, picked up the cup on the coffee table, and took a sip of tea.
Lei Dongming sold a pass and pouted at the cup on the table.
"Hey 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 is little opportunity for Internet software innovation in China, and the next step is to adjust the investment direction to new consumer brands, hardware, medical and other fields. ”
Lei Dongming shook his head, "I'm not talking about this. Have you heard of Shenzhou Car Rental?"
Zhang Yida looked at him and said in surprise: "Ruixing's people have found you?"
Lei Dongming said with a smile, "Have you also heard of this little blue cup? ”
Of course, Zhang Yida has heard of the Little Blue Cup, which has refreshed the speed of listing of Chinese concept stocks, and it only took 18 months from establishment to IPO.
Of course, among them, the capital contribution is not small, crazy money, more than 2,000 stores in a year and a half.
Then "register to get a cup", "1.8% off coupons are flying all over the sky", and the elevator of the office building is full of advertisements for small blue cups.
This is a company that has been matured by capital!
On the other hand, it is also a national coffee, which spends American money and invites Chinese people to drink coffee.
Although the taste is not particularly good, the free thing, users will drink the tap water and say "really fragrant".
Luckin's loss figures are also extremely terrifying, and they should be in a hurry to do scale.
This is Zhang Yida's impression of Luckin before October 19 in his previous life.
Seeing Zhang Yida's thoughtful look, Lei Dongming asked, "You have a good eye, what do you think of this company?"
Zhang Yida did not answer this question directly, but asked Lei Dongming about other things.
"As far as I know, Lu Zhengyao is in the same circle as Lenovo, as well as Liu Dahai, Happy Capital?
How did you find Huayi Capital? Have you ever thought about this question? ”
Lei Dongming nodded, "That's true, the capital behind Shenzhou Car Rental is a few of them."
Liu Dahai introduced the person in charge, didn't he vote for Baimo?
Later, it was merged into Huimin, and I slowly established some friendship with him.
Sometimes, introduce each other to some projects. This time, it was he who introduced Luckin. ”
Lei Dongming thought for a while, and then said: "As for why you said you found us, I guess I value your influence!"
Zhang Yida asked, "What about valuation?"
Lei Dongming shook his head, "I didn't talk about valuation, Luckin only completed a $200 million Series A financing last month, and it has already become a unicorn."
Liu Dahai means that he hopes that we will join in the next round. ”
"Next round?"
Zhang Yida doesn't remember what the valuation of Luckin's B round is, but he has some impressions that the valuation of each round of financing is rolling upward, and it is expected to be no less than $2 billion.
After listing, the market value was more than $4 billion, and the stock price fluctuated around this value for nearly half a year, which was generally stable.
"Won't you be allowed to vote in the A+ round?"
Lei Dongming shook his head, "Lu Zhengyao has some net worth, the angel rounds are all solved by themselves, and the A rounds are given to the capital that is close to the relationship."
We are not related to him, he must want to digest the money in the A round to increase the valuation, and then put down another round of institutions to enter the market. ”
Zhang Yida thought for a moment and replied: "At present, many unicorns on the market are actually injected with water.
The essence of business is to make a profit, and a company that can't make a profit is beating the drum and passing the flowers.
Whether Luckin's expansion model can be sustained for a long time depends on profitability.
If it can't make a profit, let alone overturn Starbucks, how far it can go on its own is a question mark. ”
Zhang Yida felt that the most criticized thing was Luckin's expansion speed, which was too aggressive.
Once the subsidy is stopped, it is really hard to say what level the repurchase rate can maintain.
Judging from the situation understood, the B round of shares should still be profitable.
It will be listed in May next year, and the stock ban will be lifted in November, and a wave of cash will be cashed out on the day of listing, and a wave of cash will be cashed out after the ban is lifted.
There is nothing wrong with operating short-term and making a quick buck.
It's okay to earn twice as much a year.
Zhang Yida has witnessed this with his own eyes and can be sure.
But holding it for a long time, Zhang Yida feels that there is a question mark.
Whether it will turn a profit or collapse directly, he can't predict, but he feels that the latter is more likely.
Even if it doesn't collapse, once you stop opening stores, there is no revenue growth, and the profit margin does not go up, then it will be back to its original shape.
Perhaps, by 2020, the stock price will not be as high as in 2019!
"You can get in touch with them and see what the situation is. ”
Zhang Yida added, "But I want to remind you that the stock price trend may be very similar to Yimin Loan." ”
Lei Dongming paused, "No, Yimin Loan rose sharply last year, and this year it has plummeted."
But this is affected by policies and industry regulation! I can't figure out what policy will affect coffee, prohibiting coffee?"
Zhang Yida shook his head, "It's not a policy, it's that this company's style of play is too aggressive, it is likely that it is a rapid advance in the early stage, and it will collapse after a setback in the later stage." ”
Lei Dongming understood now and said: "That means the same as Yimin Loan, start running after the ban is lifted?"
Zhang Yida nodded slightly, he has to do this, absolutely stable!