It is reported that Netease koala will sell Alibaba for US$2 billion. According to the 21st Century Business Herald, anonymous investors said that Netease Koala is in the process of financing, and the contacts may include E-commerce platforms such as Alibaba and Pinto. In response, Netease koala responded that, “We are not commenting on market rumors,” we will not comment.
On August 8, Netease released its second quarter earnings report. According to financial report data, Netease's net income for the second quarter of 2019 was 18.769 billion yuan. Among them, Netease's e-commerce business net income was 5.24 billion yuan, an increase of 20.2%.
Although Netease's e-commerce business has achieved data growth from the financial report, the long-term trend of Netease e-commerce has become more and more obvious.
Since 2017, NetEase has listed its e-commerce business income in its financial report. Since the 7th quarter, Netease's net income growth rate has increased by 175.2%, 101%, 75.2%, 67.2%, 43.5%, respectively. 28.3% and 20.2%, the growth rate in the second quarter was the lowest in history.
In addition to the current situation of slowdown in growth, market rumors about the changes in the business level of Netease koala have also been heard.
On February 19 this year, Caijing reported that Netease Koala will merge Amazon China's overseas purchase business, and both parties signed the contract at the end of 2018. According to reports, this transaction was initiated by NetEase Koala. After the merger, it is likely to be split by the koala. Amazon holds its shares and is listed separately.
For the merger rumors, NetEase koala said at the time, "No comment", while Amazon China responded to the media: "The rumor ends with the wise. ”
However, it is worth noting that in the 2017 Q3 conference call, Netease CFO Yang Zhaoxi once said, “We are open to the introduction of external strategic investment in e-commerce business, and we welcome all strategic partners, especially At the commercial level. We will consider introducing external strategic investors when the time is right. ”