0392 Masayoshi Son's vision and paranoia

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Nodding, Mr. Wei said, "Then you have to make a choice...... eBay, perhaps, is a good object! Although the NASDAQ stock market crash is getting worse, eBay's own strength determines that this stock market crash will not hurt his vitality, eBay has enough strength to let Tmall survive this crisis-ridden situation, as long as eBay can come forward to acquire Tmall shares held by Wanda Fund! But you ...... It must be understood that eBay will seek an eventual annexation! ”

After a moment of silence, Ma Yun looked directly at Wei Wu and said softly: "You young owners let you come forward as a lobbyist?" He is so bearish on the future of the Internet economy, the NASDAQ stock market crash does not necessarily mean that the Internet economy has collapsed, right? ”

was exposed by Ma Yun's intentions, Wei Wu smiled embarrassedly, then shook his head and said: "Although I am a member of Wanda Fund, I have also participated in the growth of Tmall.com, which is not only the meaning of the Hong Kong headquarters, but also my personal opinion!" Tmall.com needs an investor with strong capital and will not be shaken by the external economy! ”

"I see......"

Just as Ma Yun spoke, the door of the office was pushed open, and Sun Tongyu said with a worried face: "Mr. Ma, the American "Science and Technology People" broke the news that Song Chen will hold a top manager meeting in Hong Kong on the first day of next month! ”

Hong Kong! Ma Yun's eyes were cold!

"Tongyu, hold a high-level meeting immediately! Also, help me prepare, I'm going to the United States! ”

……

The strategic summit held by Chenxing Holdings in Hong Kong broke the news through "Science and Technology People", which attracted the attention of global IT practitioners.

Since the rise of the IT industry in the 9o years, there has never been such an explosive growth in just two and a half years with the help of venture capital capital like Chenxing Holdings, which not only involves international operations, but also spans different new businesses, including network instant messaging technology, e-commerce and online retail, online stand-alone game development and operation, enterprise-level software and solutions, search engine technology, online payment technology, online tourism, online recruitment, security protection, ...... It is also involved in heavy assets such as commercial logistics, land appreciation and hotel investment management (Ctrip).

If you want to pull out the group companies that were hit the hardest by the NASDAQ stock market crash, Chenxing Holdings is definitely one of them, because its business has many pioneers or leaders around the world, such as B2B Kompass, B2c Amazon, C2c eBay, Im's AOL...... In the process of the collapse of the value of the Internet, the remarks that Chenxing Holdings was worth hundreds of billions of dollars have become a thing of the past and are no longer mentioned.

I don't know when it began, re-tracing the market value of Chenxing Holdings seems to have become a typical reflection on the entire Internet economy!

Of course, Chenxing Holdings is only a typical cross-business Internet model, if you want to come up with a company with real research value, the SoftBank Group, which has a total global market capitalization of 8 at the highest time, is a suitable research object!

In this period of stock market crash, SoftBank Group steamed hundreds of billions of yen in just one month, if it weren't for Son's cash flow of more than a billion US dollars, I am afraid that SoftBank Group would become a castle on the beach, just push it!

In the aftermath of the Nasdaq crash, Son's response was simple: ditch the shares of companies with poor profitability or uncertain prospects, cautiously hold on to Internet companies that are already in the limelight, and continue to increase investment in star companies.

"If you want to mention companies with uncertain profitability, Chenxing Network, which is heavily held by SoftBank Corporation, will be the first object that needs to be sold!" At the emergency shareholder meeting held by SoftBank Group, the investors attending the meeting shouted the above cry.

Chenxing Network's performance in this stock market crash is like a serious patient who is supported by * medicine every day, and finally leads to a physical collapse, like a straight downhill line! Even the last time it was rumored that China Chenxing Holdings would launch a "share repurchase plan", it only supported the dying rebound of Chenxing Network, and after proving that it was just a rumor, its stock price finally suffered a great setback!

On the other hand, 8848 and Ctrip.com, the former dominate China's online retail market, although it has been downgraded by investors like Amazon, but the stock price has fallen to a certain amount of twists and turns! As for the latter, because of its excellent performance, it has already expressed a strong earnings prospect, and although it was panic selling after the initial crash of the Nasdaq, it soon rebounded, and although the stock price was weakened a little bit compared to the highest point, it was still strong!

Of course, an important reason for supporting the stock price of Ctrip.com is that most of the outstanding shares are in the hands of China Chenxing Holdings, so no matter how much it falls, it will not fall anywhere!

"Chenxing Network's stock, I won't sell it! 8848, I think there is still a need for a certain plan to increase holdings! On the podium, Son clenched his fists into the microphone and said loudly, "Just like when I decided to invest in Song Chen, I believe my instincts were right!" ”

"You never thought the NASDAQ would have this catastrophe! What SoftBank Group needs now is to shrink its global operations instead of trusting in vague intuition! A bearded man with a flat head shouted loudly with a microphone circled in newspaper, "Song Chen now has a huge amount of money in his hands, but he still hasn't come up with a share repurchase plan, I believe he is making a diametrically opposite opinion to you!" If the founder of the company is like this, do we still have to deal with it aggressively? ”

"I agree!"

"Agreed!"

The flood of accusations and opposition from shareholders left Son speechless!

Chenxing Network's stock price chart is very disappointing, as a major shareholder, there are naturally different opinions within the SoftBank Group, especially in this volatile economic situation! Son knew that the NASDAQ crash had found an excellent flood outlet for his opinionators, and the reality made his rebuttal extremely pale!

The emergency shareholder meeting ended in a hurry, and when he returned to the office, Son loosened his tie and said to the senior executives who came in with him: "What do you think? ”

"The fund manager has no opinion on your crisis response measures, the key is your attitude towards the subsidiaries of the Chenxing system, and your extraordinary eagerness will inevitably attract objections!" Vice President Yuji Nishiki mused, "We need to know your bottom line before we can come up with constructive PR!" ”

Son Zhengyi said coldly: "Whether the Chen Galaxy Company is listed or not, I will not sell it!" On the contrary, if possible, I will increase my holdings in these companies! This is not only for Chenxing Company, as I told you not long ago, this is a historical opportunity to absorb the dip, I always believe that Song Chen is also waiting for this opportunity, this little guy with heavy capital is looking forward to me selling the shares of Chenxing Network! ”

The six core high-level people present looked at each other, and finally everyone fell silent, and the atmosphere suddenly became extremely stiff.

Eventually, Yuji Nishiki, who is also the head of finance of SoftBank Group, said softly: "Now that the stock market is not satisfactory, the institutional investors who used to stand behind us have tightened their pockets. There is news that grovesT Advisors, which manages a $2o billion pension fund, may decide not to invest in our SoftBank Venture Fund on the grounds that our investment in unlisted companies is too lossy! Among the 27 listed companies we support, the stock prices of several have fallen below the initial market price, and this is still the beginning of the stock market crash, if it continues...... I'm worried that investment institutions will withdraw funds! ”

Son's cheeks, whose lips were tightly closed, twitched slightly, and his eyes became even colder.

"Let Miss Hayakawa, Dominic, and Li Mingren go back to Tokyo to report on their work, they are the people who know the company's operation best, and after listening to their reports, I will decide on the next step!"

"Hey!"

……

Don'ou.

After a few days of sunshine, the weather was again overcast and gray, and before 5 o'clock, night was already enveloping this industrial city known for its manufacturing industry, and if you took a deep breath, it was as if you could smell the fishy stench of a light green river that had been remediated a few hundred meters away.

Even after living in Dongou for two years and even learning to communicate with Chinese in fluent Mandarin, Kaori Hayakawa was not used to the smelly air of Donou.

"Why did Song Chen take you to meet with kBcB China's partner?" Dominica? Blair drove a Mercedes with a cynical smile on his face, and behind his inky eyes was an incomprehensible interest.

Sitting elegantly in the back compartment, Kaori Hayakawa smiled slightly: "This is exactly what I want to know!" Blair, don't you think it's getting really interesting? ”

"So......" Dominic's lips curled down, "For many people, the current situation will never be described as 'interesting', maybe more like a nightmare, at least our boss certainly doesn't think so!" Of course, I mean the Japanese one! ”

With her slender white elbow on the car window, Kaori Hayakawa smiled and asked, "Do you think Song Chen has been waiting for today's 'nightmare' when he issued bonds to China's major commercial banks last year?" ”

"Maybe ......" Dominic's eyebrows flew, and he put away his cynical smile and said in a deep voice, "Mysterious foresight aside, I guarantee that Song Chen must have planned for today's situation!" I can only say that Song Chen, who has a vision and understands his position in the company, is very scary! At this moment, I sympathize with Chenxing's competitors! ”

Driving the company's bus slowly towards the city center, Dominic groaned and said, "The headquarters asked us to go back to Tokyo to report to work!" It's funny, last time I had a routine report, I had only been out for a few days? ”

Kaori Hayakawa looked out the window and said lightly: "The president is under a lot of pressure!" ”

"Do you know what stocks kpcB holds in their hands?" Dominic asked, curling his lips.

"You don't need to know too much, there must be one on Tmall!" (To be continued...!)