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Next lucky? It started again, preferring to hunt down Chinese companies

via:驱动之家     time:2020/11/22 14:00:05     readed:88

Flash is too late, the big news of the science and technology circle suddenly sneak attack, to the poor comments to a surprise. Because there are

下一个瑞幸?偏爱猎杀中国公司的它又动手了

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Under the skin of muddy water, including Huishan dairy industry, net Qin and other nine overseas listed Chinese enterprises have been delisted. Disclosed in the first half of this yea

下一个瑞幸?偏爱猎杀中国公司的它又动手了

The Chinese enterprise targeted by muddy water this time is huanju group, which may not be familiar with its name. However, Huya live broadcast and YY, which everyone is familiar with, are actually affiliated to huanju group. In the first half of this year, most of Huya shares were transferred to Tencent, and YY live broadcast can be said to be the first brother of huanju group. And YY live broadcast also decided to sell himself to Baidu a few days ago.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

It's called muddy water, but when they investigated the gathering group, they did n' t feel the fish lazy ,71 pages of shorting reports in good faith. And the title of the report is ironic: YY :You Can

下一个瑞幸?偏爱猎杀中国公司的它又动手了

After carefully reading the short report of muddy water, poor Pingjun found that the sneak attack was indeed well prepared. Because in my layman's opinion, the logic of the report is actually quite clear. Its core idea is a sentence: YY 90% of the data is false, YY is a virtual Kingdom composed of robots.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Through tracking IMEI (international mobile device identification code), muddy water found that many paying users IP from the YY internal network. That is YY in their own brush data. Only through this small investigation, muddy water found that everyone brushed

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Another survey method of muddy water is a bit coquettish. We all know that during the worst period of the epidemic, Wuhan was closed down. Muddy water has paid special attention to the Wuhan IP, which recharges gifts during the epidemic. How excellent our country's epidemic prevention and control work is, muddy water also knows. As a result, they found that a lot of Wuhan IP's geographical location is repeatedly jumping. The conclusion is very obvious that the IP of these repeated horizontal jumps is also false. This group accounted for 87.5% of the paid samples in Wuhan.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

In addition, muddy water also chased a wave of online celebrities, especially paying attention to the head anchor on YY live broadcast, such as modern brothers.

As a result, muddy water found that even when the anchorman was not live, the gift was still brushing. A lot of gifts

下一个瑞幸?偏爱猎杀中国公司的它又动手了

What's more, muddy water found that those so-called profit-making live guilds are also deceptive. For example, in YY live broadcast, the official claimed that the five major guilds would absorb 1.1 billion yuan in 2018.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

But muddy water in the State Administration for Industry and Commerce found another data. According to the Commerce and Industry Bureau, the total revenue of the first five guilds in 2018 was only 156 million yuan, compared with YY self-proclaimed, there was a gap of 85.9 percent. Are the Commerce and Industry Bureau lying, or YY lying, your own judgment.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Of course, muddy water's best financial analysis is also wonderful. By comparing YY's data in the China Industrial and commercial administration with the documents submitted by the US Securities and Exchange Commission, they found many discrepancies. For example, some differences in cash balances and unexplained offshore cash transfers are suspicious traces often left behind by financial fraud.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Through this series

下一个瑞幸?偏爱猎杀中国公司的它又动手了

As soon as muddy water's report came out, the stock market immediately indicated that the shares of huanju group fell by 26.48%.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Besides, the report was investigated for more than a year, early and late, but Baidu decided to buy YY live after. YY panic comment Jun do not know, but you want to say that the upcoming transfer of 3.6 billion Baidu do not panic, I do not believe. And muddy waters also ridiculed a wave of Baidu in the report: Baidu's CFO were arrested in April this year, you do n' t claim

Now we want to talk to Baidu

下一个瑞幸?偏爱猎杀中国公司的它又动手了

However, huanju group was not a bully, and at the first time, it published a notice on its official website to refute the muddy water report. The logic of the announcement is equally clear and understandable. First of all, it directly criticizes Hunshui for not understanding the live broadcasting industry. In the data fraud part, the report contains a lot of wrong information and misleading conclusions. (YY didn't give details of the specific mistakes)

下一个瑞幸?偏爱猎杀中国公司的它又动手了

And frankly speaking, the company's financial situation is no problem. The company has just paid a dividend of $25 million, and the cash flow is very healthy. And they are willing to untie their clothes and let everyone have a body search, which can be investigated by a third Agency.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Finally, in order to show the company's confidence in the long-term prospects, huanju group will continue to implement the $300 million stock repurchase plan (the subtext is that I will not pit myself myself). After the announcement, the stock price rebounded, but it did not return to the previous price. It seems that the market is also full of concerns.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

Netizens are also crazily eating melons, expressing their views on this matter. Some netizens think that it is normal for China's live broadcasting industry to inject water. Muddy water just translates a thing known by Chinese people into English version to tell Foreigners. It is good to make those false data reveal to the public. After all, the live broadcast industry is too impetuous, it is time to stamp out the bubble.

Some people think that muddy water doesn't know the routine of live broadcasting at all. It's normal for guild and MCN to hold anchor and brush gifts. What's more, YY's $1.1 billion donation from the association is actually about running water, not revenue. It's a normal phenomenon to mix up running water and income in the live broadcasting circle. After all, the amount of running water is large, so it seems that there is a brand. The honest man Hunshui didn't understand the national conditions, so he took the bait.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

However, in the eyes of Mr. Cha, it's hard to say all this. After all, the front foot just announced to quit the Wulin land of right and wrong, and the back foot made a high-profile comeback, and there were many people making films.

I haven't experienced several reversals, so it's hard to make a conclusion. After all, when several Chinese enterprises were delisted from the market by muddy water, they still denied fraud. In contrast, although muddy water has killed a lot of Chinese enterprises, New Oriental, Anta and other companies that have repeatedly been shorted by it are still strong. After all, there is no ever victorious general in the capital market.

下一个瑞幸?偏爱猎杀中国公司的它又动手了

However, it is interesting that the film of three people has never been named. Baidu, another party, has not issued any attitude statement so far. In the end, is YY fishing in troubled waters, or is YY blind in mudwater without understanding the live broadcasting industry? Let the bullet fly a little longer before the melon is cooked.

- THE END -

#Lucky coffee

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