Chapter 172 Target
Needless to say, the popularity of the penguin is.
Its traffic is the largest among domestic Internet companies, and its development and spreading speed is the fastest.
In this year''s latest statistics, the number of visits to the Penguin Portal has surpassed Sina, NetEase, and Sohu, becoming the first portal in China. Penguin Games'' revenue surpassed Shanda for the first time in the second quarter, becoming the new game king. Penguin''s market value exceeded HK$250 billion, becoming the third largest Internet company in the world after Google and Amazon.
Many foreigners who come to China to inspect the development of the Internet often fly south at their last stop, with their goal being the penguin located in Pengcheng.
Bai Xiaosheng is just a small workplace platform, and Yu Xing is just a small grassroots entrepreneur.
Even so, Yu Xing must feel the shadow from the penguin at the beginning of Baixiaosheng''s development.
"If Penguin wants to do a project like you, what should you do?" This is an inquiry that many entrepreneurs need to face frequently in the past two years.
-Penguin has a position.
Because of such a sophisticated positioning, Bai Xiaosheng successfully impressed investor Xu Xin with the threat of penguin octopus-like development, making her agree that the direction of vertical segmentation is feasible.
Of course, such a vigorous giant and such Internet companies that continue to conquer other industries are not far from "Go Ri".
When Yu Xing saw Bai Xiaosheng''s report, what appeared in his mind was the headline article published on the cover of "Computer World", called "Gou Ri''s Penguin".
And, the 3Q war that broke out again after that.
Both of these things shocked the industry.
However, these are still stopped at the public opinion level and do not pose a threat to Penguin''s substantial business operations.
Yu Xing thought of his previous plan, and took advantage of the tide of mobile to make a communication software, but he was weak and he would definitely not be able to beat Penguin just like MiTao in history, but he could sell it to Alibaba and make a profit from shorting Penguin.
As for whether we can defeat the Penguin directly by relying on this short period of time...
Mobile wave does have a chance to pass by, but the MiTalk that Lei Jun failed. Sina’s Weibo account made by Weibo resources has no waves, and almost no one knows about the competitors that NetEase and Telecom have joined forces...
Penguin has strong strength and naturally has too many advantages in the core track on which it relies on.
I just don’t know what Alibaba can do if it can really create negative conditions according to the imagined ones.
Yu Xing''s recent thoughts have been on Bai Xiaosheng''s new business. After suddenly seeing Penguin''s report, he felt that he was ready to move again. If he did this, he should be able to retire.
But when he thought about it, he suddenly thought of Bi Sheng, who had achieved personal financial freedom and continued to struggle. Although he lived a rough life, this spirit...
Yu Xing was full of thoughts.
Seeing that the senior brother was thinking, Lu Haiying didn''t disturb him. When she saw the advertisement popping up on the laptop screen, the senior brother couldn''t help but cough.
Yu Xing''s "spite his upside down" mood was interrupted, and he sighed, "The storm is coming."
"Yes." Lu Haiying agreed solemnly, "The storm is coming."
Yu Xing shook his head and said, "We are not talking about the same thing."
Lu Haiying was puzzled: "?"
"This is OK." Yu Xing shook his head again and pointed to the report on the screen. "It''s not a very novel argument, it''s just a moral high point, it''s not a very good hat, it''s a disruption of the business environment, it''s not a difficult butt, it''s just a honest acceptance of poisoning."
He concluded: "Four words, we are illegally exposed."
Lu Haiying couldn''t help but smile and said, "Senior Brother, you have a good summary, so don''t care about it? Penguin''s reputation is not very good. I think some companies have a lot of complaints about it."
Yu Xing shook his head and said, "Since we are a platformer, we have to allow others to talk about ourselves."
Lu Haiying nodded sincerely, her senior brother was so arrogant.
Yu Xing pondered again, "Wait until it ferments again, don''t worry, you have a chance."
Lu Haiying praised her in her heart, and her senior brother has a clear distinction between love and hate.
She hesitated for two seconds and said, "Then I will use my account to respond briefly in the forum? Just use the senior brother''s words just now?"
"No, Penguin is too big. If you respond like this, it will be a dispute between the two companies at most." Yu Xing said his thoughts, "After all, our platform''s job is just a workplace social networking. This kind of cold treatment is good. If you really want to separate something, you need to have a media with a more neutral perspective. Don''t be anxious or panic. Don''t just blame others and think about proving yourself. This is very passive."
He continued: "Our top priority is to build the recruitment business well, open up the company''s revenue and expenditure cycle, and then get the second money from the institutions to continue to promote our business volume. Only when these can be done will our company''s chances of survival increase greatly."
Seeing that his senior brother was really calm, Lu Haiying couldn''t help but feel panic completely dissipated because Kong Huilin used to work at Penguin, and the portal of this domestic giant also reported Bai Xiaosheng positively, but she suddenly gave this "explain" this way, and she really couldn''t sit still.
The office has returned to quiet.
Yu Xing took a pen and wrote and painted in his notebook, thinking about how to get involved. No matter how bad it was, when "Computer World" was still unbearable based on the industry situation, Bai Xiaosheng released it simultaneously, which was a little exaggeration.
The problem is that he is not satisfied with just venting his anger, but more about how to dig out the greatest interests.
If you want to create conditions for shorting Penguin, you must first have some useful resources and funds.
I don’t know if the money for shorting Jiahan Forestry this time is enough. Even if it is enough, it needs to be used as a backup for Baixiaosheng Development.
Alibaba’s Alipay equity should have been transferred, right?
No matter how you calculate it, you should do it by the end of this year.
Yu Xing wrote down the date in his notebook, "2009.12", and wrote down his name again, "Ali". Then, he thought about it and wrote another name, "Yahoo".
His initial consideration was that Bai Xiaosheng would expose the problem of Alibaba Alipay, and by the way, he would increase another wave of user traffic, so that he would not have to go out to cross the mountain, just build a position quietly.
But Bai Xiaosheng is really too hateful for this.
Now that I think about it, I should have used Shanfeng. If I can successfully short Jiahan Forestry and succeed for the second time after Fenzhong Media, such a short seller should be considered a bit famous and creditworthy.
Moreover, there is no need to investigate Alibaba''s affairs at all. As long as you release news through Shanfeng, whether it is Yahoo or listed companies like Alibaba, they will inevitably give explanations. At that time, they will naturally complete the survey conclusions themselves and give the bargaining chips for shorting this time.
However, Alibaba’s e-commerce basic market is very stable, and its stock price will inevitably rebound quickly, so I can only take a snack. Yu Xing determined the approximate time and planned to wait until December to choose a good day for Alibaba. In this case, Alibaba first allocates funds to prepare funds for sniping Penguin, then creates software and spends money to promote it. If you can see a chance to win, then continue to do it yourself. If you don’t see the opportunity, then let Alibaba take over and short Penguin with the news of Alibaba’s entry.
He thought calmly for a while, reached out to tear this page on the notebook to pieces, let out a long breath, and focused his attention on his work again.
That night, Yu Xing called Xiaoying to the office and informed her that she would prepare for Alibaba and Yahoo.
"Ah?" Liu Wanying was surprised, "Isn''t Penguin''s website reporting on you? Why do you want to do Alibaba''s job? Not to mention the risks of companies like Alibaba and Yahoo..."
"Penguin''s matter is not urgent, Alibaba''s matter is very urgent." Yu Xing leaned against his desk, patted the back of the computer screen, and said seriously, "I have news now that Alibaba''s Alipay equity has been transferred. Then, I read the recent announcements of Yahoo and Alibaba, but I didn''t see this news at all."
Liu Wanying was even more surprised.
Many thoughts came out of her mind, but in a flash, she was suppressed by the names of Alibaba and Yahoo, and hesitated: "What news about you? Is it reliable? Not to mention, they are both listed companies, such assets..."
Liu Wanying shook her head: "Let''s fake news, how is this possible?"
This news is too unbelievable.
Alipay is the online payment tool with the largest market share in China. In addition to Alibaba''s own business, it has penetrated into various fields of e-commerce. Companies such as JD.com, Dangdang, and Amazon now have interfaces.
How can such an important asset transfer be announced without an announcement?
Liu Wanying subconsciously gave a rough valuation. At this moment, Alipay alone is worth at least $1 billion, not to mention its future growth space.
So, it is difficult for her to believe that Boss Yu has such a source of information.
Liu Wanying looked at Yu Xing with a serious look and pondered, "You turn on the computer and show me the news."
Yu Xing shook his head: "It has been deleted, I am worried that it will be seen by others in the company."
Liu Wanying asked again: "Who is giving this news?"
Yu Xing said vaguely: "A former senior executive, we are not talking about this matter formally. We just talked about it. We were talking about vertical e-commerce, JD''s B2C, JD''s payment tools, and then I talked about the payment licenses that are being brewed in China. The above has been discussing this matter since 2005, discussing the proportion of Chinese-funded foreign-funded holdings in third-party payment companies."
"We have some disagreements in terms of views. He said that it is impossible for domestic payment licenses to exclude foreign capital because many companies have one, such as Penguin, and Penguin''s Tenpay has a certain market share."
"I said that this meaning is different and cannot be compared with each other, because Alipay occupies too much market and cannot be measured by other companies at all, so this must be its hidden danger."
Yu Xing said this and spread his hands: "Then, I said, I must set up a domestic company before operating, and in the end it is the news he is already doing."
Liu Wanying couldn''t help but say, "Is he brain sick?"
Yu Xing spread his hands again.
Immediately, he gave a directional clue: "I won''t say his name anymore. He used to be a very high-ranking executive, but now his wife is still in Alibaba. Well, his wife seems to be in charge of Alipay."
Liu Wanying carefully linked clues in her mind and wondered: "How could you chat with Sun Tongyu? Where did you two get to each other?"
Sun Tongyu was the former Taobao president, but he has resigned now. The situation inside is said to be that the route is inconsistent with Ma Yi.
"A very high-ranking executive", "my wife is in Alibaba", "I have to be responsible for Alipay"...
Liu Wanying is familiar with the executives in the giant Alibaba and can easily guess the person behind the scenes.
Yu Xing looked surprised and raised his hand and pointed at Xiaoying: "You..."
"I''m, I''m, what''s wrong with me?" Liu Wanying shook her head, "Do you think it''s hard to guess? But this kind of news is obtained in this way... Alas, I can only say that you are born to be a Bai Xiaosheng."
Yu Xing neither admitted nor denied it, and answered the above question: "I still have some understanding of vertical e-commerce. I can talk to anyone. When Ma Yi comes, I can talk to you too."
Liu Wanying believed in such a logical chain.
She paced in the office and said after a long time, "We can take a look again to see if these two companies will announce the news."
"This kind of thing can''t be hidden in the end," Yu Xing said. "We need to make a profit while they are hiding. I wonder if we can wait until Jiahan Forestry''s money is allocated."
Liu Wanying recognized this period of time and said slowly: "Yahoo invested in Alibaba in 2005. I remember the news disclosed before that the changes in assets under Alibaba Group must be approved by the board of directors or shareholders'' meeting. The amount seems to be more than US$10 million, and Alipay definitely exceeds this line."
Yu Xing nodded: "I feel that this matter is most likely true, because it involves payment licenses. Now the regulations have not been issued, so it has to be prepared first. If the regulations are out, it will be more difficult to deal with. Now it is a matter of cooking raw rice. There is no need to deal with the issue of Alipay and payment licenses. It only needs to deal with public opinion, shareholders and the market, which can be considered as focusing on the big and letting go of the small."
Liu Wanying''s eyes lit up. This makes sense. Alibaba''s actions will definitely attract criticism, but compared to Alipay''s control and the smooth issuance of payment licenses, everything else is a secondary contradiction.
She walked around the office twice and agreed, "It depends on when Jiahan Forestry will give the money. If there is no announcement at that time, it is worth a bet with part of the funds."
"Deduct Bai Xiaosheng''s financing needs from my part of the money, and put the rest on all." Yu Xing gave a clear policy.
Liu Wanying frowned: "It''s logically understandable, but the authenticity of this news... I''m afraid it''s difficult to cross-proof from multiple parties."
Yu Xing said concisely: "Gambling."
Liu Wanying asked, "Why did you lose the bet?"
"Don''t you still have to keep a part of it?" Yu Xing said with a smile.
Liu Wanying was speechless.
After a long time, she sighed, "This is true insider news. However, if you shorted Alibaba according to this news, will your chat be suspected?"
"It was a very ordinary chat, and I didn''t show any abnormality, and I continued to chat a lot." Yu Xing shook his head slightly, "Who could have thought that behind Shanfeng was an ordinary entrepreneur? There must be someone in charge of this kind of thing, which is worth taking risks."
Liu Wanying nodded, but unexpectedly, the third short-selling target that had never been in the mountains emerged in front of her so unexpectedly.
Yu Xing took a breath, feeling that this matter was over, and announced: "Tell me about Penguin, it is also our short-selling target."
Liu Wanying had a moment of confusion and trance, huh?
Is the fourth one more unexpected?
(This chapter ends)