The Hong Kong stock market has had no major company news for a long time. Alibaba (9988) disclosed that it intends to split into six major groups, driving the stock price to soar in the US. It is the most eye-catching corporate news this month. It has been pointed out that this is the biggest move of private enterprises since Li Qiang became the prime minister. This statement may be politicized, but it has aroused the market’s expectation that Ali will solve the embarrassment of the so-called “too big to fail” that has plagued the company’s development for a long time.
The stock price surge alone contributed 191 points of increase
The founder of Ali, Ma Yun, became the focus once more. At the beginning of the week, there were rumors that Ma Yun was persuaded and would not return. Later, it was said that he was in the mainland, and the stock price had not yet responded. After the market closed, it was suddenly reported that the company was considering a spin-off and might be listed on its own. Instantly made in the USA.
Zhang Yong, chairman and CEO of Alibaba, issued a letter to all employees “Only by self-reformation can we create the future”, announcing the establishment of the “1+6+N” organizational structure, which is divided into 6 major business groups and multiple business companies, and Each has a board of directors, and implements the CEO responsibility system under the leadership of the board of directors of each business group and business company, while Alibaba Group will fully implement holding company management. These groups and companies are: Alibaba Cloud Intelligence, Taobao Tmall Business, Local Life, Cainiao, International Digital Commerce, and Big Entertainment. This time has been hailed as the biggest reorganization since its establishment. It is reminiscent of many years ago that the American telecommunications giant Bell was required by the government to split into multiple companies and compete with each other because of its strong monopoly power. Alibaba has continued to expand from Taobao to online finance and cloud computing. Its strategic vision is ahead of its time. It is believed that it may occupy the future of digital development, which is not good for the overall layout. Now that the company is broken up, it can be accountable to shareholders and reduce monopoly concerns. It is a solution. If this proposal has a tacit understanding with the government, it will be good news for Ali, so it makes sense for the stock price to rise immediately.
Since Alibaba has been shrouded in the shadow of monopoly, it seems difficult to concentrate on its operations. For example, Taobao, an e-commerce company that started off, has been attacked by Douyin in recent years. Recently, the group has cooperated with TV broadcasting (TVB, 511), which is regarded as a move to fight back once morest the opponent. After years of development, live broadcasting in the Mainland has become quite mature. To enhance the interest and experience of participants, one of the methods is to increase the audience’s desire to watch. Using artistes to bring goods is a value-added selling point. The cost and benefits of this method are still being explored . There is a “fan economy” in mainland China, and idols directly sell products to make money. This trend is also very popular in South Korea, where fans spend money to support idols. Bringing goods through online shopping can be more popular for face-to-face, and can adapt to trend culture more quickly. The mainland consumer market is huge, Taobao has huge traffic, and TV broadcasting has the ability to produce content and promote artists. Conceptually, it should be able to achieve sales benefits, but how to implement it requires continuous experimentation and continuous observation of success.
Alibaba was very powerful yesterday, announcing its restructuring structure, causing its U.S. stocks to close up 14%, while Alibaba Hong Kong stocks continued the rally, becoming the best-performing blue-chip stock, with a turnover of 15.5 billion yuan, soaring 12%, contributing 191 points to the Hang Seng Index alone, It also drove a number of technology and Internet stocks up. The Hang Seng Index once once more stabilized at 20,000 points following last Thursday and closed at 20,192 points, up 407 points. Market turnover was 146.4 billion yuan. The benchmark index closed up 102 points at 4246 points; the State Index closed up 149 points at 6878 points.
Ali Health (241) also closed up 5.2% to 6.31 yuan. Ali and Ali Health are the two best-performing constituent stocks of the KCI. Alibaba Pictures (1060) closed up 5.2% to 0.51 yuan. Other tech stocks also rose. Meituan (3690) rose 4% to 140 yuan; Baidu (9888) rose 2% to 155.1 yuan; JD.com (9618) rose 2% to 159.1 yuan; Tencent (700) rose 2%. 1.7%, at 384.8 yuan.
TV broadcast shares rose 14%
Local film and television media stocks performed well. TV broadcasting announced the second live broadcast on Thursday, and Xu Tao, the executive chairman of TVB, predicted that non-traditional TV revenue will continue to increase this year. loss. TV broadcasting closed at 10.8 yuan, up 14%; Shaw Brothers (953) reported 0.305 yuan, up 8.9%; Phoenix Satellite TV (2008) rose 3%, to 0.31 yuan.
Jin Riku
