US $ 12.4 billion, Alibaba discounted sale of new shares of America-the new American, Alibaba-IT information
Combined swirls of beautiful round public comments are still in the river. Yesterday's news that Alibaba as a new one of America's largest shareholder is selling shares at a discount, and valuations were in the sale of new beauty discount reduced. In the view of the industry, after you restart the reputation and investment are hungry, Ali has been turned by the strategic investment to finance investment, exit is only a matter of time, into "g round of" financing the new American and it is difficult to find buyers, business spun off to become listed or the essay of the road as soon as possible.
Shares at a discount sale
Sale of quoted equity yesterday alleges that Ali was sold new shares of America. Prior to that, news that Ali would like to sell new shares of America several times. The news quoted equity sale book shows, "Alibaba old stock shares valued at 12.45 billion dollars, 83 percent of the valuation of $ 15 billion for this round of financing, margin of safety above the market similar products in the same period."
However, on this new beauty and Alibaba were not acknowledged. Ali to the Beijing business today said, had not taken note of this matter within the group.
But according to the media, "uncovered" information, related agencies are sold on the market the new discounted shares of America. On August 22, millions of boat assets said in a statement, the launch of the "millions of boat-Unicorn asset equity fund, 3rd-new American" private equity funds raise ended fourth period on August 19, 2016, was set up on August 22, 2016. In addition, tianrong Ze asset management companies are also selling new shares of America.
It is worth mentioning that, in product, the number of newly established private equity funds this year were valued at 15 billion US dollars of new, actual price hit 83 percent. And in January this year, the US declared Tencent, Sequoia, DST, new round of $ 3.3 billion in investment, said the company valued at $ 18 billion. This means that the new shares at a discount of America actually lower.
Ali has never
As early as at the beginning of this year, there is news that Ali has agreed to sell its stake in new American, turnover is approximately $ 900 million. Although the combined beauty became the Unicorn Live services platform, but Alibaba announced to restart Word of mouth network moment, exit may be only a matter of time.
Ali O2O coveted, and by investing in the United States to join the Group war. In July 2011, experience the hundred regiments in the United States much-needed capital for the winter period, Ali was lead investor group b round of $ 50 million in financing. In 2012, the Group also claimed Ali Baba and other investors to finance a total of 300 million US dollars. Among them, the highest stake or 10% Ali-15%. Now, after several rounds of dilution, Ali new American 7% shares held.
But investment group has not let Ali O2O marketing get the position you want, restart Word last year exacerbated by Ali's determination to quit. In July 2015, Ali Baba and the Ant-gold service joint venture to restart Word of mouth network, and changed its name to the Amoy point reputation takeout. Then Ali again in April this year was real hungry sell big stake in foreign platforms and into the hungry Board.
In the view of analysts, after experiencing a series of twists and turns, Ali on new American investments have turned from strategic investments financial investments. Ali released earnings early this year, Alibaba Group's Board of Directors Executive Vice President Tsai said O2O strategy is to focus on the long term of the company, investment in this area is not one or two will be able to show the results of the quarter, but the company will certainly bet on word of mouth, "withdrawal from the group is a matter of time."
How to break in the second half
Problems for the new face of America are not lost to Ali but O2O in the country how to go in the second half. In the view of the industry, new America has engaged in several rounds of financing, buyers are sky-high. It is understood that the group public comments after the merger completed the first round of the $ 3.3 billion in financing its highest recorded single private domestic Internet industry, also produced the world's largest O2O areas of finance.
At the time of merger, namely the idea that capital in order to avoid continued intense competition and a "forced marriage". After the merger, the new American big business does have a certain improvement, but did not win the entire market. New CEO of America last month, Wang has stated publicly that, in addition to take-out business has achieved overall profitability other than, "currently, takeout business to grow 20% a month, the new United States will energetically into the takeout business." Wang believes that O2O industries already in the second half.
Northern Institute of business analysis, combined American and occupy a certain advantage in the market, but it is still Baidu facing rice, reputation and other integrated platforms and vertical platforms such as ctrip competition. According to the new American and in no hurry to list before, independent financing or a spin-off channel. In May, the media through stock exchange, cash payments and other ways to get new 57.4% stake in the us under the cat's eye movies total, cat-eye film with the "owners".
124亿美元，阿里巴巴打折甩卖新美大股份 - 新美大,阿里巴巴 - IT资讯
合并后的美团大众点评依旧处于江湖漩涡之中。昨日有消息称，阿里巴巴作为新美大股东之一正在打折出售手中股权，而在出售中新美大估值也被打折降低。在业内看来，重启口碑与投资饿了么后，阿里已由战略投资转身为财务投资，退出只是时间问题，而已拖入“G轮”融资现状的新美大也很难觅得接盘侠，尽快上市或进行业务分拆成为破题之道。
股份打折甩卖
昨日有媒体援引相关股权售卖书称，阿里正在打折出售新美大股份。而在此之前，已有多次消息称阿里欲抛售新美大股份。上述消息引述的股权售卖书显示，“受让阿里巴巴老股份额的估值价格为124.5亿美元，为本轮融资估值150亿美元的8.3折，安全边际高于市场同期同类型产品”。
不过，对此消息新美大及阿里巴巴均未确认。阿里方面向北京商报记者表示，集团内部多方均未听悉此事。
但根据媒体“扒”出的信息，市面上有相关机构正在出售新美大打折后股份。8月22日，亿舟资产发布公告称，推出的“亿舟资产-独角兽股权投资基金3号-新美大”私募基金第四个开放期已于2016年8月19日募集结束，于2016年8月22日成立。此外，天融泽资产管理公司也在对外出售新美大相关股份。
值得一提的是，多个今年新成立的私募基金在产品介绍中均把新美大估值定为150亿美元，实际售价则打了8.3折。而在今年1月新美大宣布获得腾讯、红杉、DST等新一轮33亿美元投资时表示，公司估值为180亿美元。这意味着，如今新美大股份打折实则更低。
阿里去意已决
早在今年初就有消息称，阿里已同意出售所持的新美大股份，交易额大约为9亿美元。虽然合并后的新美大已成为国内生活服务类平台中的独角兽，但自从阿里巴巴宣布重启口碑网那一刻开始，退出或许只是时间问题。
阿里对于O2O觊觎已久，并通过投资美团加入团购大战。2011年7月，在美团经历百团大战急需资本过冬的时期，阿里便领投了美团B轮5000万美元融资。2012年，美团又宣布获得阿里巴巴及其他投资方共3亿美元的融资。其中，阿里最高持股比例或在10%-15%。如今，经过多轮稀释，阿里持有新美大7%股份。
但投资美团并未让阿里在O2O市场获得想要的市场地位，去年重启口碑更加剧了阿里退出的决心。2015年7月，阿里巴巴与蚂蚁金服共同注资重启口碑网，并将淘点点更名为口碑外卖。随后，阿里又于今年4月被坐实大手笔入股外卖平台饿了么，并进入饿了么董事会。
在分析人士看来，经历一系列波折后，阿里对新美大的投资已从战略投资变成了财务投资。在今年初阿里发布财报时，阿里巴巴集团董事局执行副主席蔡崇信表示，公司的O2O策略是着眼长远的，在这一领域的投入也不是一两个季度就能显现结果的，但公司肯定会押宝口碑，“退出美团也就是时间上的问题”。
下半场如何破局
新美大面临的并不是失去阿里的问题，而是在国内O2O下半场如何走下去。在业内看来，新美大已进行多轮融资，再接盘可谓天价。据了解，美团大众点评合并后完成的首轮33亿美元融资创下国内互联网行业单笔私募的最高纪录，还造就了全球范围内最大的O2O领域融资。
在合并之时，即有观点认为是资本为了避免继续白热化竞争而进行的一场“包办婚姻”。合并之后，新美大业务也确实得到一定好转，但并未拿下整个市场。新美大CEO王兴上月曾公开表示，除了外卖以外的其他业务已经实现整体盈利，“目前，外卖业务以每个月20%的速度增长，新美大还将大力投入外卖业务”。王兴认为，O2O行业已经到了下半场。
北商研究院分析认为，合并后的新美大在市场规模上占据一定优势，但依旧面临百度糯米、口碑等综合平台以及携程等垂直平台的激烈竞争。若按照新美大此前不急于上市的表述，分拆业务进行独立融资或是一条途径。今年5月，光线传媒通过换股、支付现金等方式获得新美大旗下猫眼电影合计57.4%的股权，猫眼电影随之“易主”。