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The author:(作者)qq
published in(发表于) 2014/6/4 9:08:02
Micro-shops are stirring up， Jing dong was put together by Tencent，

Micro-shops are stirring up, Jing dong was put together by Tencent micro-shop, Tencent, Jingdong, micro-letters-IT news Micro-shops are stirring up, Jing dong was put together by Tencent

May 29, micro-letter official announced launched "micro-letter shop", in official introduced in the, "micro-letter shop" is based on micro-letter public platform build of original health electric commercial mode, and industry of interpretation is more think, this is Tencent in put trade quicker Inc Monrovia, and took took, "heavy" electric commercial assets throwing to Beijing East Hou, themselves beat through mobile entrance build of "light" electric commercial project, this project of mode more similar Yu Taobao and days cat, also meet Zhang Xiaolong put micro-letter do "light" of consistently principles. Of course, more important is that through the experience of Taobao and cat, this mode easier profits.

However, the ongoing discussions in the industry "micro-shop" when the prospect of, who else remembers that in less than three months ago, Tencent Jing dong signed a strategic cooperation agreement with one of the important terms? The 6th page of the company's announcement, Tencent has clearly demonstrated, as non-competition promise, its promise not to engage in business. This provision to guarantee East Beijing China Millennium Dick's location is essential and is an important reference for valuation of capital market to the East.

From "micro-shop" launch, apparently in the beginning, Tencent and realized that Jing dong, so only after successfully listed in East Beijing less than a week's time, "micro-shop" launched , time control was just right. However, at the same time we can feel, is introduced at this time, because of "micro-shop" East of Beijing is a serious listing of uncontrollable factors . Beijing East is to low price sold Tencent 15% of shares, (for whether is low price, everyone can read Xia Beijing East first times submitted of F1 file and March 19 and Tencent trading occurred Hou submitted of F1 file for controlled, which meter into has due to can conversion preferred shares value changes by produces of 2.435 billion yuan losses, this during, Beijing East except and Tencent trading outside, is not has other moves, this part should is shareholders default assessment thin shares brings of actual loss, and according to then of F1 file estimates, Tencent and Jing dong trading apart from the entry value, real East investment valued at about 7.5 billion dollars , compared to 2 months after the East market, Tencent invested almost 4 times. ) Is to see two main points, Tencent for its own listing and valuing contribution second, micro-letter entry value. From the perspective of long-term value, slightly the entry value is obviously more important. "Micro-shop" may make the entry value greatly reduced.

However, agreements are made to be torn up, has promised to "do no evil" Google, too difficult to avoid evil. Penguin is never routine, from plagiarism to back Connaught steps are just 50 and 100 gaps. My question now is, East knew in advance, or this agreement is reached between the two sides in private?

As a pre-IPO, decisions or changes that may have a significant impact on the company, investors in listed companies should be required to make public. But what we see is, the company violated his commitments not to do business, this could have great influence on status of electricity supplier in China. At the same time, the commitment is made by the company in its dealings with East, we need to believe that Tencent to be contrary to commitments made by resolution, should contact with East and discussion. The second "micro-shop" operate as micro official pattern, can be anticipated to Tencent's commitment to Kyoto levels entry values into a huge impact, Jingdong and necessary to give publicity to this.

However, it is regrettable that, so far we have not seen this type of risk. Instead, Beijing East in promotion "took took" Shi, also stressed has will for merchant provides access third party micro-shop operations tool, deliberately of confusion Pocket pass, and micro-guest more, third party platform and "micro-letter shop", let people think "micro-letter shop" and these third party and no difference, but numerous media publishing of newsletter in the was deliberately disappeared of "micro-letter shop" is let this "took took" promotion has quibble, smacks.

If ocean Peter case has investors understand the relationship, I do not know whether it will lead to a lawsuit, and if East really being sued, for his own future, his pit bull, Sue Tencent?

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