Expression package hawkers Line worth more than 60 billion, social app big app valuations? -Micro, Line, face Pack-IT information
Japan chat LINE listed on the New York Stock Exchange under stock code "LN". Monday, LINE will be priced at $ 32.84, today closed at 41.58 dollars on the first day, shares surged 26.61% to closing prices LINE could fetch about $ 8.7 billion.
LINE listing can be said aroused great concern in the industry, also triggered a user saying "sell look company could fetch up to $ 8.7 billion of the package" as part of its global most powerful opponent, the app and how much does it cost?
Why LINE worth so much money?
LINE may be the best business around social applications.
According to the prospectus LINE LINE in the first quarter of this year income to the total income of the surrounding 6%, revenue reached approximately $ 19.45 million. In 2013, the company through the authorized official goods, people and services revenue of 664 million yen (about US $ 6.3 million) by 2015, that part of the revenue has reached 5.985 billion yen (about 57 million u.s. dollars).
Around a set of facial expressions and LINE to create a set of annual revenue 120.4 billion yen (about 1.14 billion US dollars) business model.
Games the past two years has become the LINE part of revenue cannot be ignored. From November 2012 LINE after the Games officially launched, bulangxiong, NI rabbit as the protagonist of the game is spread all over the world, and the game brought the commercial value of IP should not be underestimated. In 2015, for example LINE of gaming revenues reached 49.284 billion yen (about 469 million US dollars), accounted for revenues of 40.9%.
In addition, the LINE also worked with popular animation, TV series launched stickers, localized areas of exploration. But there is no doubt that now supports LINE overestimated values around the face are the main factors, combined with the game to build up business model.
App revenue? In fact, the app as Tencent's social life has been not published independent battalion of micro-business resumption. However, this does not prevent us from user data in contrast to LINE, to project the app "market value".
LINE, micro-credit data a comparison
From the perspective of users, by March 2016, the LINE has 218 million monthly active users, distributed in more than 230 countries and 19 languages. Combined micro and WeChat number has reached 762 million monthly active accounts, 39% more than last year, users still one-quarter scale 50 million expansion.
From the user on the net, according to Bank estimates in the report of the international study on the 13th of the app worth $ 108 per user, compared to Facebook's $ 224, LINE 29 dollars. Combined with active users in terms of number of LINE valuations is around US $ 6.3 billion, but the app valuations rose to 82 billion dollars of terror.
LINE today pushed shares in value LINE to $ 8.7 billion, compared to $ 6.3 billion in valuation of 38%, if the app listing in accordance with the same proportion, then today's micro-letter "market value" at US $ 113.1 billion.
Micro-valuation of $ 106.7 billion in agency eyes?
The app "market value" and listed LINE comparison estimate US $ 113.1 billion "super price", then the institutions in the eyes of analysts, the app worth?
In April 2013, the CLSA report app valuations have been given 4 billion to $ 5 billion range.
In September 2013, Tencent's cool running every day every day, rhythm masters, Lian Meng AppStore free and love every day for the Elimination of four games the top ranking. CLSA predicts that Tencent hand source of business will become a new engine of growth next year, valuations rise slightly to $ 17.5 billion.
In March 2014, Credit Lyonnais securities Asia issued a report, the app market is estimated to be worth US $ 64 billion.
And just this Spring Festival in 2014, app with bonus feature across the fire, showing a strong potential in the field of mobile payments, valuations rose also became the main reason.
In August 2015, HSBC report published, the app market worth an estimated US $ 83.6 billion, accounting for almost half of Tencent's market value at that time. By the end of June this year, Tencent's market value has soared to $ 213.5 billion, according to the calculation of the market value, then the app market will reach us $ 106.7 billion.
Integrated micro and the company's own development, as well as market value comparison of micro-LINE with similar products, then the value should be between $ 106.7 billion to US $ 113.1 billion. Take intermediate values the principles of micro letters could fetch at least $ 110 billion or so.
表情包小贩Line市值600多亿，社交应用大佬
微信估值几何？ -
微信,Line,表情包 - IT资讯
日本聊天应用LINE在纽约证券交易所挂牌上市，股票代码“LN”。本周一时，LINE将发行价定为32.84美元，但今日首日收盘报41.58美元，较发行价大涨26.61%，以此收盘价格计算，LINE市值达87亿美元。
LINE的上市可以说在行业引起巨大关注，也引发了用户的调侃“卖表情包的公司市值都高达87亿美元”，那么，作为其全球范围内最强大的对手，微信又该值多少钱呢？
LINE为什么值这么多钱？
LINE可能是最会做周边生意的社交应用了。
根据LINE招股书显示今年第一季度LINE周边收入占其总收入的百分之六，营收达到了约1945万美元。2013年，公司通过官方商品、人物授权及电商服务收入6.64亿日元(约630万美元)；到2015年，该部分营收已经达到了59.85亿日元(约5700万美元)。
而围绕一系列表情包，LINE打造出了一整套年营收1204亿日元(约11.4亿美元)的商业模式。
游戏近两年也成了LINE营收不可忽视的一部分。自2012年11月LINE Games正式上线之后，以布朗熊、可妮兔等为主角的游戏更是在全球范围内传播，而游戏IP带来的商业价值更不容小觑。比如，2015年LINE的游戏收入达到了492.84亿日元(约4.69亿美元)，占到了总收入的40.9%。
除此之外，LINE还与热门动画、电视剧推出合作贴纸、本地化服务等领域的探索。但毫无疑问，当下支撑LINE高估值的主要因素是围绕表情包，再结合游戏打造起来的商业模式。
那么微信的收入呢？事实上，微信作为腾讯的社交命脉，一直以来并没有公布微信业务的独立营收。不过，这并不阻碍我们通过用户数据与LINE对比，来推算微信的“市值”。
LINE、微信用户数据比一比
从用户数量看，截至2016年3月，LINE拥有2.18亿月活跃用户，分布在超过230个国家，使用19种语言。微信和WeChat的合并月活跃账户数已经达到7.62亿，比去年同期增长39%，用户规模至今仍保持单季度5000万的增速。
而从用户净值上，据交银国际13日的研究报告中估算微信每用户价值108美元，对比Facebook的224美元、LINE的29美元。结合活跃用户数量计算LINE的估值大概在63亿美元左右，但是微信的估值却达到了恐怖的820亿美元。
LINE今日的股价表现把LINE的市值推升至87亿美元，相比较63亿美元的估价增长38%，如果微信上市可以按照同比例提升的话，那么目前的微信“市值”会在1131亿美元。
机构眼中微信估值1067亿美元？
微信“市值”和已经上市的LINE对比估出1131亿美元的“天价”，那么机构分析师的眼里，微信值多少钱？
2013年4月，香港里昂证券报告曾就微信的估值，给出40亿至50亿美元的浮动区间。
2013年9月，腾讯的天天跑酷、节奏大师、天天连萌和天天爱消除四款游戏登顶AppStore免费排行榜。里昂证券预测，腾讯手游业务将在明年成为新增长动力来源，对微信估值上调至175亿美元。
2014年3月，里昂证券亚洲发布报告，微信市场价值估计640亿美元。
而就在2014年春节，微信借助红包功能火遍大江南北，展现了在移动支付领域的强大潜力，也成了估值大涨的主要原因。
2015年8月，汇丰银行发布的报告，微信市场价值估计达836亿美元，几乎占到当时腾讯市值的一半。截止今年6月底，腾讯市值已经暴涨至2135亿美元，按照市值的一半计算，那么微信的市值将达到1067亿美元。
如果综合微信以及腾讯自身发展，以及微信与同类产品LINE的市值比较来看，那么估值应该会在1067亿到1131亿美元之间。本着取中间值的原则，微信的市值至少会在1100亿美元左右。