Tencent investment in public comment rumors have become a reality, and the legend of Tencent investment Jingdong still makes most people say incredible. Investment in public comment can enhance the strength of WeChat in the field of O2O, which is well understood, and investment Jingdong for what?
Tencent investment Jingdong’s purpose is nothing more than two, one is a strategic investment to resist Ali, and the other is purely financial investment.
The two kind of Tencent investment Jingdong
from the circulation of the program, the first is a Tencent incorporated into easy fast Jingdong, electricity providers an open platform to the output flow of Jingdong, WeChat also to Jingdong and Jingdong tilted resources, to sell about 20% of the shares to the Tencent for the price. According to legend, this scheme is proposed by the Jingdong, but the Tencent refused, due to the integration problem, Tencent need to take into account the Yi Xun feel unable to accept the proposal of Jingdong.
this program is well understood, the Jingdong believes that the Tencent business only the value of the Jingdong’s 1/5, the sale of Tencent is not worthwhile, Tencent not only underestimated the value of the electricity supplier, but also transport all the flow of electricity supplier to the Jingdong, and the business has great strategic value, the electric Tencent business also in a rising trend, there is no need to exchange Jingdong shares in existing business assets. To do so, it means that Tencent formally abandoned electricity supplier, but also in the industry to declare, Tencent electricity supplier business failure.
if the Tencent lost, is not a simple business, capital market will also lose confidence in the Tencent’s future expectations. The electricity supplier and payment even directly linked with the financial business, lost business plate means Tencent and mobile payment, Internet banking away. Although for 20% of the shares of the Jingdong, but compared to Tencent lost only pale into insignificance by comparison.
yesterday, the news came from abroad that Jingdong CEO Liu Qiangdong opposed Tencent shares, tend to independent development, while the small shareholders of Jingdong support. Liu Qiangdong has been insisting on the absolute control of the Jingdong, if the introduction of Tencent investment and accounted for 20% of the shares, get caught in the dispute over the controlling stake. Liu Qiangdong want to hold, Tencent if all the electricity supplier business will be required to inject Jingdong holdings, unless Tencent really give up electricity supplier.
community also spread a Tencent into the capital of the Jingdong, as cornerstone investor investment Jingdong, shares accounted for 5%, while Jingdong require Tencent to give certain traffic support in WeChat. 5% stake does not affect Liu Qiangdong’s control over Jingdong, this argument is more reliable, but according to this routine, then, Tencent is crazy.
even if the Jingdong is not a Tencent main competitors, but in the electricity market is absolutely a strong competitor, Tencent investing Jingdong, WeChat traffic gave inestimable value to the business itself? Definitely hurt. However, Tencent as the cornerstone of Jingdong investors, Jingdong’s IPO opening is bound to rise, and then support the concept of WeChat, who knows the Jingdong’s share price will rise to what extent.
if from the financial investment