Hunan radio and television will be the birth of a number of local tyrants: "mango TV" and "happy camp" for a backdoor listing-mango TV, happy camp, Hunan radio and television-IT information
On August 19, happy shopping company limited (stock code: 300413) said in a statement, Hunan radio and television to its package 7 companies into listed companies happy to purchase.
The 7 companies include: mango, Mango Mango TV, entertainment media, entertainment television, mango mutual entertainment, Golden Eagle cartoon, Sky Entertainment advertising. Related channels, video production, games, e-commerce at all levels of several subsidiary companies, is built around the core competitiveness of Hunan radio and television stations to form the complete creative ecosystem of content, layout in Hunan radio and television entertainment, mango TV is the layout of the new media platform "leader."
Since last year, mango TV has completed two rounds of financing in June 2015, completed a round of financing, after the investment valued at 7 billion; on June 23 announced the completion of the b round of financing, nearly 1.5 billion yuan to raise funds, investment and market valuation of 13.5 billion yuan.
Mango TV overall good grades in recent years, and the entire market to battle the new channel has been gradually transformed into the entire ecosystem of competition, inject the happy purchase might become an important attempt to marketization reform of Hunan radio and television.
Inject this time seven of the company's overall, people in the industry to "Unicorn entertainment" said the Hunan radio and television in recent years hit the "crisis", the way to retain key talent. "This injection is a talent an incentive for Hunan satellite TV, broadcasting platform, after all, pay and benefits than new media, if not by means of capital operation, it is difficult to bind talent. ”
"Mango TV" quality assets such as implantation, Hunan radio and TV added an important carrier of media entertainment. Hunan radio and TV to be born and a number of local tyrants.
Successful, it will become the first media and entertainment unit
Happy shopping is the first qualification for national live television shopping channel. At the end of 2005 by the Hunan radio, film and television group and Hunan TV inject billion yuan was established. In March 2006 by the joint-venture company Hunan happy shopping company limited started operations. On January 21, 2015, happy purchases listed on the Shenzhen Stock Exchange, as of that date, at 9:50, happy shopping at 44%.
From the "TV department stores, chain" starting position "media in retail, e-commerce", carrying out cross-industry, cross-media, cross-regional development, four years to grow into new home shopping industry leader at home.
Happy shopping in the evening of August 19 released its interim results report: 2016 belonging to the parent company's net profit for the first half of 28.2241 million Yuan, representing a reduction of 35.28%, an operating income of 1.735 billion yuan, representing a increase of 17.06%, basic earnings per share was 0.0704 Yuan, representing a reduction of 37.14%.
As a business "light fare", happy shopping a few days ago "8.18 Olympic" activities, is becoming a horse break into in the eyes of everyone's "dark horse".
Super discounts of goods, via live television channels square dance teaching, also launched a "guess the gold medal winning 55-inch TV" interactive mini games, such as "campaign sign in to win a treadmill" concept of interactive sessions, a variety of poster production, calling on users to Olympic athletes and cheer at the same time, must be involved in the "sport for all".
Happy buy now valued at 9.7 billion, from the injection of assets, has gorgeous happy purchase turned into a media and entertainment unit.
Mango TV coming soon? New media carrier is born
As we know, the valuation of a company depends not only on his financial report at the moment, more importantly he may reach a point of interest in the future.
From 2011 "entertainment limit order" issued by 2013 broadcasting once again restricting import and broadcast of entertainment and all major TV moment of enthusiasm was extinguished in half. So far as the mango TV, which became its best interests increased, many prime-time program to broadcast the mango TV broadcast cannot. Strengthening mango TV terminals to provide the quality of IP broadcast copyright alone, will most likely quickly to direct traffic for the user, in order to achieve eco-enterprises.
According to Eric Q2 data (IVT&IUT) in 2016, mango TV Q2 Arts strong overall performance, compared with the same period last year, audience growth rate reached 90%, audience size of more than 100 million, an increase of nearly twice times. User growth near 60%, when using long rose 155.4%.
According to the statistics in May this year, mango TV variety show permeability of cover in the industry in the number of subscribers reached 36.1%, the industry leading video platform with an average penetration rate of 24.5%. Du seeding strategy implemented since mango TV mango TV Mobile end user size and duration of use is increasing, multiple-screen integration strategy to further expand the breadth of audience, increase user stickiness, fully open PA-screen era.
By virtue of the Super girl, 2 in full acceleration and other popular arts and trump cards such as the happy camp, the hard IP, including the latest on mango TV hit the Super IP--Zhu Xian Qing Yun Zhi, feast of the IP as well as mango TV media market fueled, had become the new media carrier.
Mango TV market should not be underestimated, mango TV after the TV plus TV, millet TV "long overdue", but with a rich quality of Hunan radio and television production and distribution resources to "content-driven, mobile first" strategy, and was liked by many young people.
In this age of precious resources, Board of millet resources, youku, Tencent, aiqi public third party resources such as art. In contrast, mango TV mango across broadcast advantage alone, homemade content operation carried out at the same time, gradually uncover on Hunan satellite TV all TV content and IP resources, in the field of Internet, wireless and other exclusive worldwide development and management (including delegation) rights.
On August 8 this year, mango TV announces the MUI operating system, will carry on, mango TV mango boxes and other hardware products. Applications and markets, smart terminal, television set manufacturers, television sales channels combined into a comprehensive intelligent TV system and hardware industries.
Mango TV senior also revealed that will work with the national appliance makers Skyworth TV brand TV channels together to build, GOME mango, is expected to meet with customers by the end of this year.
From the content industry entered the hardware industry, has to face many difficulties and challenges, mango TV chose this time to "backdoor listing", but also to its capital, personnel and other issues.
On the deal, mango TV Chief also said that mango TV in this round of financing to carry "a multi-screen" entered the field of hardware, OS, perfect layouts on the Internet.
Shareholders "eagerly" to resume trading, shares worth?
The deal, share prices are likely to hit a record high of resumption. Mango TV valuations has reached 13.5 billion, and combined with other injections of 6 companies, hit a media share market is likely to be high. Many investors are looking to resume trading, and said it was "almost unimaginable, that is this year's biggest reorganization unit, and leverage valuable, each unit is worth it!
The Board of Directors and supervisory board personnel changes are routine general elections, and for "mango TV take happy buying shell" if it is true, will compete with company formation, company communication problems with the controlling shareholders on the matter currently happy to buy there is no formally and publicly disclose such matters, was not informed of the specific conditions.
It is learnt that the happy purchases through the issuance of shares and to pay cash to buy company shares and to raise matching funds. Happy shopping also stressed that because the deal has not yet been finalized, purchasing a range of underlying assets may be adjusted.
Asset restructuring of the media industry may make history this year, will directly affect the Department of radio and television "media carrier" was born. And, most important of all, through capital interests binding, similar to the "Hunan radio and television hosts began to move" will minimize the crisis, artists will also have skyrocketed through the capital market valuations. "This time the asset injections, is likely to repeat itself huayi Brothers film of the year listed. "A media analyst on" entertainment unicorns ".
Huayi brothers listed that year, it set gem of the first media unit records, and this time the "happy shopping" asset reorganization, broadcasting sector could become the next "huayi"?
湖南广电将诞生一批土豪：“芒果TV”和“快乐大本营”欲借壳上市 - 芒果TV,快乐大本营,湖南广电 - IT资讯
8月19日，快乐购物股份有限公司（证券代码：300413）发布公告称，湖南广电欲将旗下7家公司打包注入上市公司快乐购。
这7家公司包括：芒果TV、天娱传媒、芒果娱乐、芒果影视、芒果互娱、金鹰卡通、天娱广告。涉及渠道、影视制作、游戏、电商等各个层面的几家子公司，是围绕湖南广播电视台的核心竞争力形成完整的内容创意生态圈，在湖南广电娱乐版图中，芒果TV是其向新媒体平台布局的“领头羊”。
从去年开始，芒果TV已相继完成两轮融资，2015年6月完成的A轮融资，投后估值达到70亿；今年6月23日宣布完成B轮融资，募集资金近15亿元，投后市场估值135亿元。
芒果TV这几年的成绩整体不错，而整个市场对新渠道地位的争夺战已经逐步转变成整个生态圈的竞争，此次注入快乐购或许会成为湖南广电市场化改革的重要尝试。
而对于这一次七家公司整体注入，有业界人士对“娱乐独角兽”表示，这是湖南广电近年来遭遇“人才危机”后，留住核心人才的办法。“这次的注入是给湖南卫视的优秀人才一个股权激励，毕竟广电平台的薪酬待遇肯定不如新媒体，如果不通过资本运作的手段，很难将人才进行绑定。”
将“芒果TV”等优质资产注入后，湖南广电又多了一艘重要的传媒娱乐航母。而湖南广电即将诞生一批土豪了。
融资成功，将成为娱乐传媒第一股
快乐购是最早一批获得全国电视直播购物资格的频道。在2005年底由湖南广播影视集团与湖南卫视联合注资亿元成立。2006年3月由合资公司湖南快乐购物股份有限公司开业运营。2015年1月21日，快乐购在深交所挂牌上市，截至当日9:50，快乐购涨幅44%。
从“电视百货、连锁经营”起步，定位“媒体零售、电子商务”，致力跨行业、跨媒体、跨地区发展，四年来成长为国内新一代家庭购物行业领军者。
快乐购在8月19日晚间发布中期业绩报告称：2016年上半年归属于母公司所有者的净利润为2822.41万元，较上年同期减35.28%，营业收入为17.35亿元，较上年同期增17.06%，基本每股收益为0.0704元，较上年同期减37.14%。
做为电商界的“一股清流”，快乐购在前几日的“8.18电商奥运会“活动中，无异成为了一匹闯进大家眼中的“黑马”。
商品超大折扣，通过在电视频道直播广场舞教学，还推出了“猜金牌赢55寸电视”等互动小游戏、“运动签到赢跑步机”互动环节、各种概念海报的制作，来呼吁用户在为奥运健儿呐喊助威的同时，也要参与“全民运动”。
快乐购现在估值97亿，从注入的资产来看，快乐购已然华丽变身娱乐传媒第一股。
芒果TV即将上市？新的传媒航母诞生
我们知道，一个公司的估值不仅取决于他此刻的财务报告，更重要的是他未来可能达成的利益增长点。
从2011年“限娱令”出台到2013年广电再次加强限制娱乐节目的引进与播出，各大卫视的热情被瞬间扑灭一半。而对于芒果TV来说，这无疑成为它最好的利益增点，很多黄金时间不能播出的节目改为在芒果TV独播。而加强芒果TV终端能提供的内容质量与IP独播版权，将很有可能快速将流量引导为用户，从而实现企业的生态化。
根据艾瑞发布的Q2数据（IVT&IUT）统计，2016年芒果TV Q2综艺整体表现强势，与去年同期相比，受众增幅近90%，受众规模超过1亿，增长近2倍。用户规模增长了近60%，使用时长增长了155.4%。
根据今年5月份的数据统计，芒果TV综艺节目覆盖人数在行业中的用户渗透率达到36.1%，而行业主要视频平台平均渗透率为24.5%。自芒果TV实施独播战略以来，芒果TV移动端用户规模与使用时长处于不断增长趋势，多屏融合的战略进一步扩大了受众广度，增强了用户黏性，全面开启霸屏时代。
凭借《超级女声》、《全员加速中2》等热门综艺以及《快乐大本营》、《天天向上》等王牌IP，包括最近在芒果TV热播的超级IP——《诛仙青云志》，这场IP盛宴也为芒果TV在媒体市场推波助澜，一跃成为新的传媒航母。
芒果TV的市值也不容小觑，芒果TV尽管在乐视TV、小米TV后“姗姗来迟”，但凭借着湖南广电丰富优质的制作与传播资源，以“内容驱动，移动为先”为战略布局，还是受到许多年轻群体的喜爱。
而在这个资源弥足珍贵的年代，小米的资源短板，优酷、腾讯、爱奇艺等公共的第三方资源。对比之下，芒果tv在全面推动芒果独播优势，开展自制内容运营的同时，逐步挖掘自身对湖南卫视全部电视节目内容和相关IP资源，在互联网、无线等领域的全球独家开发、经营(含转授权)权利。
而今年8月8日，芒果TV宣布推出的MUI操作系统，将搭载于芒果盒子、芒果电视等硬件产品。并与应用市场、智能终端、电视机厂家、电视机销售渠道联合全面进军智能电视系统及硬件行业。
芒果TV高层还透露，将与国内家电厂商创维以及渠道商国美共同打造芒果TV自主品牌电视机，预计今年年底将和广大用户见面。
从内容行业跨入硬件行业，有很多困难和挑战要面对，芒果TV选择在此时“借壳上市”，也有利于其解决资本、人才等问题。
关于此次交易，芒果TV负责人也表示，本轮融资芒果TV欲携“一云多屏”进军硬件、OS领域，完善互联网布局。
股东“翘首期盼”复牌，一股价值连城？
此次交易，复牌的股价很可能将创历史新高。芒果TV估值已达135亿，而再加上其他6家公司的注入，市值很可能会创下传媒股的新高。不少股民都期待着复牌，并表示“简直超乎想象，这是今年最大重组股，而且筹码珍贵，每一股都价值连城啊！
本次董事会、监事会人员变动属例行换届选举，而对于“芒果TV借快乐购的壳上市”若属实，将会与公司形成同业竞争，公司是否就此事与控股股东进行沟通的问题，目前快乐购并未就此类事项进行正式公开披露，未获知具体情况。
据悉，快乐购将通过发行股份及支付现金的方式购买标的公司股权并募集配套资金。快乐购也强调，由于本次交易方案尚未最终确定，购买标的资产范围可能有所调整。
今年传媒业可能会创造历史的资产重组，将直接影响广电系”传媒航母“的诞生。而最关键的是，通过资本的利益捆绑，类似”湖南广电主持人纷纷出走”的危机将最大程度缓解，旗下艺人也将通过资本市场的估值而身价暴涨。“这一次的资产注入，很可能重演华谊兄弟当年上市的盛况。”一名传媒行业分析师对“娱乐独角兽”表示。
当年华谊兄弟上市，创下了创业板第一传媒股的记录，而这一次”快乐购“的资产重组，能否成为广电界的下一个”华谊“呢？