Will Tengxun's launch of personal space have a direct impact on Renren?

With the gradual in-depth discussion and analysis, everyone has ruled out this cognition. Pen ~ fun ~ pavilion www.biquge.info

Although Tengxun's personal space function is similar to Renren in many aspects, in essence, it is only a derivative product of the buckle, and the user's communication range in the space is still limited to the communication level on the buckle, which cannot be effectively expanded.

In short, the essence of the buckle space is still a relatively closed platform.

On the other hand, Renren.com, its purpose is to create an open social circle, social socialization, and social communication can be called social, on the platform of Renren, users can get to know people in society through the function of the network circle, and through these various people, you can quickly understand and spread the latest and hottest topics in society, in addition, the opening of Renren can also allow celebrities to participate in it to interact with users, these functions are not to be achieved by deducting space.

Obviously, Tengxun's move, its purpose is not to directly confront Renren, at present it does not have the strength and not so much energy to build a social platform similar to Renren from scratch, so it can only find another way, launch a space function, strengthen the buckle to the user's binding.

As Tang Jun and others said, the deduction space cannot have a substantial impact on Renren, but it can greatly improve its defense capability, from a single instant messaging to a richer diversified platform, and its development potential has been improved.

It can be said that Tengxun at this time has initially possessed the prototype of the giant posture of the previous life, and if it develops a profit point that is enough to support the company's operation, the difficulty coefficient of challenging it will be greatly increased.

Since the meeting at the end of last year, Gu Heng set the goal of sniping Teng Xun, and successively formulated a series of plans, the company has long regarded Teng Xun as a competitor, of course, Teng Xun's strength is a situation that everyone does not want to see, how to take over at this time, everyone is waiting for Gu Heng to take the idea.

It's not that there is no solution, but there are too many cards in his hand, and he wants to know how Gu Heng will play that deck of cards in his hand.

Looking at everyone's eyes, Gu Heng showed a mysterious smile, and then asked something unhurriedly.

How is the preparation for Mango TV's Supergirl plan?

What is the stage of the development of instant messaging software?

There were a lot of questions, but the specific deployment did not make a clear statement, but only urged everyone to do a good job in the work at hand, and then announced the end of the meeting.

For this boss who occasionally likes to sell a little guanzi, everyone already has a certain immunity, so they have to leave the scene in a huff.

At the end of the meeting, the others went out one after another, but Tang Jun and Jiang Cheng were left behind.

A few people thought that this was to reveal the core strategy, but they didn't think about it, Gu Heng asked about another thing.

"Tang Jun, a few days ago, you asked you to go to the Shanghai Stock Exchange to attend the shareholders' meeting of Shengda on my behalf, how about it, how is their listing plan prepared? If it is listed, you estimate how big Shengda's plate will be, I am more curious, how much is the value of this little stock in my hand. ”

Gu Heng chuckled and spoke, Shengda's listing plan had been launched at the beginning of this year, and he was invited to attend the meeting last time, but at that time, his injury had not healed, so he entrusted Tang Jun to go, and by the way, he also wanted to predict Shengda's listing prospects through the eyes of this Wall Street elite.

No way, he's been running out of money again lately.

During his recuperation period, Brother Xiao Ma in Hangzhou City invited him to go for an interview and listened to his extraneous voice, Taobao burned too much money and was ready to start the next round of financing.

Gu Heng transferred Alipay at the beginning, and only then did he pry some Ali shares from Ma Yun's hands, and in the face of this big cake, of course he didn't want to be out of the game because he couldn't keep up with the follow-up investment.

So, after thinking about the funds available in his hands, he found a sad fact, in fact, he is still very poor!

Nowadays, there are several companies in hand, YY Games has a slight surplus, film and television companies are still in the investment stage, and Renren is a big money-burner.

Counting other aspects, the factory that helped Wang Zihao's family turn the situation around earlier, lent 20 million, and the company's headquarters building, which is under construction, has spent nearly 100 million, as well as the entrepreneurial capital that he promised his relatives at the end of the year, which is tens of millions, as well as the purchase of cars, and the establishment of a joint venture with Mango Satellite TV to establish an entertainment media company......

This careful calculation can be described in one word: spending money like running water!

In terms of his actual income, the financing of Hengcheng YY Games earlier, as well as the funds obtained from the packaged sale of the Ai Online Game Forum, were used to buy the few pieces of land in Kaifu District, which means that the funds in his hands later were only the 500 million yuan that was auctioned off the No. 1 land in Kaifu District.

Looking at the big business, but at the moment, he can actually use not much funds, if you want to keep the shares from shrinking in this Ali refinancing, or even expand the shareholding ratio, the funds are simply not enough.

As the saying goes, only when you have food in your hand can you not panic, and seeing that there is almost no surplus food at home at this time, he must always sum it up.

Assets and funds are two different concepts, he has assets now, but lacks funds. And to turn the assets in hand into funds, that is the most uncost-effective behavior, just like Renren, the bigger the plate, the later the financing, the same shares can get more financing, so before the mountain is exhausted, he has not considered realizing the assets.

Therefore, I have to put the idea to other aspects, such as the Shengda shares in hand, as soon as the listing is directly sold is definitely not possible, there is an agreement, can not be listed on a large scale of selling, otherwise it is easy to cause large fluctuations in stock prices, but because of its own value, it can be borrowed through mortgages and other means.

Then there is the No. 2 land in Kaifu District, which has already drawn up some cooperative developers, and the prospects for it, as well as the good personal relations he maintains with the presidents of several banks in Xiangshi, it should not be a big problem to borrow a sum of money.

Therefore, he plans to sum it up to see how much money these assets can give him out, and he will have enough confidence in his pocket, so that he will have enough confidence in Ali's financing plan.

Tang Jun didn't know the purpose of Gu Heng's sudden question, and thought that he thought that the online game industry had a bright future, and he had the idea of getting involved, sorted out his thoughts, and said: "The preparations that should be done have been completed, and now this period should be a roadshow, if everything goes well, it is expected to be officially listed around May, according to the financial statements of Shengda in recent months, I expect its market value to exceed one billion US dollars." ”

"So tall?"

Gu Heng was a little surprised, you must know that Josie's valuation of it was only about 3 billion at the beginning, even if Shengda's revenue hits a new high and overflows, it is impossible to make such a big difference.

One billion US dollars, and now the exchange rate of the US dollar against the yuan has remained high, maintaining more than eight to one, that is to say, the market value of Shengda this listing will likely exceed 10 billion yuan.

As if seeing Gu Heng's doubts, Tang Jun explained: "In fact, if you just look at the game industry, Shengda's valuation will not be so high, although the profitability of Legend is very strong, with a revenue of more than 600 million last year and a profit of more than 200 million, but the life span of the game industry is too short, and it completely depends on "Legend" The supported Shengda is not worthy of such a value, but there is one point that adds a lot of points to it, that is, its sales network, through the offline channels that were opened up before, plus the network management software acquired from you later, he has rolled out a point card sales channel in more than tens of thousands of Internet cafes across the country, this channel is very critical, and will be considered by the capital market as a guarantee that can continue to be highly profitable after the legend ends, and its valuation has been greatly improved. ”

A game that can only make a profit for two or three years and gradually declines because of its life cycle, the market value may not be too high, but a company with perfect channels is different, which can ensure to a large extent that its subsequent works can quickly open the market and obtain a higher valuation.

Of course, this refers to the fact that at the moment, after all, in the current domestic game market, the mainstream charges for point cards, so Shengda, which has a huge channel, has a lot of capital. But in the future, when the online recharge channels are completely perfected, and the prop fee replaces the point card charging model, these channels will completely become chicken ribs.

Gu Heng didn't know how to evaluate it for a while, but he was inexplicably a little emotional.

It is foreseeable that with the listing of Shengda, Shengda will likely set a number of records and become the Chinese concept stock with the highest market value among the companies listed in the United States, and Chen Tianqiao himself will also be in his thirties, topping the list of the richest people in China.

But who would have thought that Chen Tianqiao, who is now far more successful than Ma Huateng, Ma Yun and others, will gradually fall behind in a few years, and will be left far behind by Shuangma and others, and even the game industry on which he relied to make his fortune will also be beaten by Teng Xun.

Feeling a little at the impermanence of fate, Gu Heng reined in his mind and continued to draw his little abacus.