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Ye Tan: Rumor Has Changed, Let China Share Stocks Two Days "Lying Gun"

2016/5/11 22:35:00 24

Ye TanStock MarketStocks

In Renminbi

Internationalization

In the process, people always invest overseas, just like the Japanese buying and selling foreign exchange.

In Europe and the United States to leave a few tests of the Millennium "stocks", so that the Chinese people all over the world to buy, this is a good thing.

Are there any mistakes or underestimates in China?

If these enterprises persist, they may become the "stock essence" that has undergone the Millennium test and become a part of Chinese enterprises' middle pressure weights.

Bona film has a mature business operation.

Investment mode

When the market was delisted in April, the latest offer was $13.63, and 76% was institutional shareholding. The dominant position of mature investors means that the space for speculation is minimal.

The fact is that from now on, the trend of Bona film industry has been very steady. It has risen from about $8 a share at the beginning of the listing to about $13 now, and has experienced a series of turbulence, such as the stock market being short, and so on.

Boehner's number and quality of films are first-class in the mainland, and the mode of cooperation with Hollywood is relatively mature.

According to the announcement, in November 5th last year, the company invested 235 million US dollars (about RMB 15.01 billion) to TSG Entertainment Finance Company, which was mainly used to produce 6 films produced by Fawkes in twentieth Century, including independence day 2, X police: Apocalypse, the rise of the planet of the apes: the ultimate battle, Mars rescue.

If one day, Chinese and foreign film and television cooperation is more market-oriented, Boehner will have more voice.

Bona studios dreamed of returning to A shares. The president of the company used to compare domestic film and television stocks in winter.

Data show that as of April 12th, Huayi Brothers had a total market capitalization of 39 billion 650 million yuan, about 7.14 times that of Bona film, and the total market value of light media was 37 billion 360 million yuan, which is about 7.24 times that of Bona film.

According to the privatization agreement, Boehner will buy all the shares at the price of 27.4 US dollars / common stock. The total value of the shares will reach US $860 million, or about 5 billion 556 million yuan, which is comparable to its market share.

Boehner completed privatization in April 8th, holding 44.3% in winter.

If the return is successful, not only will the winter be among the fortune list, but the buyer group including 9%, 6%~7%, 13%, 6%, 5% and 4%, including Ali pictures, Tencent, Jinshi fund, Sai Fu capital, Sequoia Capital and Fosun Group, will also make a windfall.

Shares of NetEase, also listed in the US, remain at a higher level.

From 2010 to now, the stock price of NetEase has increased steadily, and has not experienced the cliff fall. Although it has also experienced the storm of the air market share, it has nothing to do with the share price of NetEase.

From the latest data, NetEase's net assets per share are as high as $34.20, and dynamic.

P / E ratio

But it's about 17 times.

Although NetEase CEO Ding Lei pig is not successful, but NetEase has been relying on games to maintain good revenue, in January this year, the top three hand travel revenue list is Tencent, Supercell and NetEase.

In April 27th this year, China's spot trading platform silver world parent company silo Holdings Limited landed on NASDAQ and became the first stock of China's bulk commodity spot industry. The prospectus shows that NetEase is its main competitor.

NetEase precious metals are very important in the market. By the end of 2014, the volume of trading has exceeded 180 billion yuan by 2015, and has reached 2 billion yuan by 2016, with the peak value reaching 5 billion yuan.

NetEase has the first domestic Internet gold and silver spot mobile trading platform, with all gold cooperation.

Since the valuation of the silver world is US $800 million, the NetEase platform will not be less than US $800 million.

NetEase has a very good cash flow, and like Tencent, it is investing everywhere in new companies so that they can go public.

Therefore, a company like this will not return better, a more stable mentality and a more peaceful share price, allowing investors to invest for a long time and become investment goods at the bottom of the box.

In the process of RMB internationalization, Chinese people always invest overseas, just like the Japanese buying and selling foreign exchange.

In Europe and the United States to leave a few tests of the Millennium "stocks", so that the Chinese people all over the world to buy, this is a good thing.

Now, many of the stock companies may be generally seen as a bride. But if some companies make a living by market value management or conceptual speculation, they will not be too cost-effective for entrepreneurs and long-term investors.


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