Su Ningyun Business New Mask: Cross Border Retail Business Platform Finance

　　 Su Ningyunshang What kind of company is it now? It can be a retail companies, an electric business company, a platform company, or a financial company.

Many of the concepts surrounding Suning are too numerous to distinguish true from false. But this has become an advantage in the capital market. Recently, the strong rise of sunning Yun's share price can prove this point.

There are two totally different views on Suning in the industry. One view is that Suning is ambitious and long-term development can be expected. Another view is that investment should not be long enough before performance improvement.

Private operation Roadmap

"After we made a short wave on Suning, we have now withdrawn." A private person said.

Public information shows that many of the agencies have been involved in the surge of Suning, and there are many private placement figures.

The above private placement said that after Suning achieved the same price on line and line, he went to Suning's store to do research. At that time, the conclusion was that it was difficult to raise the price in the short term because of the same price. "From Zhang Jindong's speech, his goal is very ambitious, but it is doubtful whether it can be achieved."

Although the performance has not attracted the attention of the private sector, Suning's popular concept has attracted his attention, especially the recent concept of private banks.

As a result, the private choice was bought in September 13th and sold in about 20 days.

"During this period of time, the returns were good, but the risk of stock prices rose gradually, and we did not dare to stay too long, so we chose to enter quickly and quickly. In fact, our short-term views and long-term views on Suning are quite different. The judgment we bought before is a hot pursuit of funds. Suning's share price will definitely rise in the short term. However, it is hard to say whether the transformation can succeed because of the poor fundamentals, so in the long run we are more interested in Suning, so we only make short term investments. He said.

More than one holding similar views. Recently, a researcher from a private company in Shanghai said that many private companies were buying Suning, but in September 24th, he said, "now everyone is selling Suning. It's unwise to enter this time, because the current price has exceeded Hongyi's private placement price in 2012."

Hongyi entered the benchmark price of 12.50 yuan.

In July 2012, Suning announced its private placement, but received a cold reception in the market. Zhao Linghuan, who invested in Hongyi, chose to buy Suning Appliance at the agreed price of 12.15 yuan / share, subscribe to 98 million 765 thousand and 400 shares of Suning Appliance, and the amount of investment was 1 billion 200 million yuan.

Zhao Linghuan's "counter trend" is indeed courage. Suning's stock price once dropped to 4.56 yuan's "freezing point", but it also allowed the company's top and other agencies to intervene at a very low price.

The Shenzhen Stock Exchange's publicly traded information shows that since July this year, there have been agencies buying Suning. According to the data of July 19th, the agency bought a total of 163 million 126 thousand and 900 yuan, while Suning closed up on the same day, closing at 5.9 yuan. In July 16th and July 17th, the company management chose to increase its holdings.

In recent years, Zhang Jindong, chairman of sunning yunshang, delivered a speech at the annual meeting of Hongyi, saying that the Internet store "yundian" will be launched in the fourth quarter of this year. The store will be opened to consumers' pockets and living rooms, and the resources such as logistics, information flow and capital flow will be fully opened to the public through the open platform "Suning cloud platform".

According to industry sources, Hirotake is still optimistic about sunning's future and has increased Suning in this rising market.

"Worrying about Suning is not only difficult to achieve transformation, but also the Internet is a burning industry. Before Jingdong burned so much money but sustained losses, Suning did not refinance after its financing in 2012, and we are also worried that it will come to finance." The above private placement said.

From September 16th to September 24th, Suning realized five Lian Yang, but in September 25th, Suning's situation reversed. From September 25th to September 27th, Suning Share price fall And the volume is huge.

Sunning has many concepts.

Obviously, in addition to the transformation itself, Suning's many concepts are the main reasons for attracting interest in the capital market. The charm of "stories" is sometimes far greater than the "facts" itself.

John Templeton, a reverse investment guru, once said that such a boring story as report, data, statistics and calculation is better than a good story, making investors more excited, more excited and more direct.

In fact, this year, Suning has been acting repeatedly, which seems to be "what is hot."

In January this year, the mobile resale business "opened the gate", Suning expressed interest in the business and is actively applying for it.

In March of this year, Suning announced the restructuring of the company's organization and formally renamed it as Su Ningyun dealer, aiming at electrification. After 3 months, Suning announced the implementation of the "double line parity" strategy under the online and offline strategy, saying that we should break the myth of the low price strategy of e-commerce.

In August 23rd, Suning announced that it had applied for the establishment of a private bank to the relevant departments and launched the declaration and filing work of the fund business. It plans to launch the corresponding fund to pay the products and fund business platform in the near future.

In August 30th, Suning announced that it would jointly invest 120 million yuan with the affiliated Suning Appliance Group to set up "Suning Insurance Sales Co., Ltd.". This is sunning's confirmation of the news that he is applying for Suning bank.

Thus, Suning's layout of Internet financial business has been covered. Third party payment (Yi Fubao), small loan (Suning small loan company), Finance (application for fund payment license) and insurance, banking and other fields.

"Theoretically, Suning has a certain capital scale and customer base, and the basic conditions for its involvement in the financial industry are very good. But compared with professional financial companies, Suning still has a big gap in terms of talent, technology, management, business outlets layout and professionalism, and the financial industry is fiercely competitive. Du Yanhong, a retail researcher at CIC, said.

Due to the tight layout in the above hot areas, Suning has many concepts such as mobile resale, Internet finance, O2O (Online To Offline), Internet living room, insurance, private banks and so on.

Of course, among these many concepts, the concept of private banks is one of the most important concepts that contributed to the rise of Suning's share price.

"Suning's explanation in the announcement is not clear, and whether the private bank is listed in a listed company or a group is unknown." The above private placement said.