Sunday, June 19, 2016

Chinese Internet sea Note grab people s money grab the market

  At a crucial intersection of Alibaba group, is listed "red is" the last half month, which have involved a stake in Japan communications Line and the United States of "burn after reading" photo sharing service Snapchat these two popular rumors of overseas companies.

  Although multiple channel display, Alibaba group, has not really invest in Line and Snapchat, but also from the side confirmed that the Line or Snapchat with exposure to Alibaba, but not necessarily an investment agreement can be reached.

  In Line and the Snapchat behind the rumored, Alibaba Group also increased the pace of overseas investment this year have been investing chat application Tango, hands tour developer Kabam, Singapore post, total capital expenditure of more than $ 700 million.

  One analyst noted that Alibaba group in China has been on a merger and acquisition spree, this time overseas as mergers and acquisitions, which not only is a natural extension of its e-commerce business overseas, and more importantly, they wish to express to the outside world: Alibaba group in China not only build a vast business empire, also have deep tentacles abroad, when expectations eventually Alibaba IPO valuation.

  Ali, is clearly not a current layout and investment overseas, just yesterday, ctrip accept the global tourism industry's leading strategy for Priceline shares, overseas Chinese travel market is a huge cake, ctrip will use Priceline resources extended to overseas markets.

  Earlier, Portuguese version of Baidu search Brazil formally launched, Hao123, Spark owned by integrating Baidu, Baidu antivirus product lines, such as the browser, by artificial intelligence and data infrastructure for Portuguese-language search services to provide technical support.

  Around this time, 360 in the United States established venture capital firms in Silicon Valley, investment strategic start-ups to 360, 360 complete its $ 900 million of convertible senior notes private placement to prepare for merger.

  Tencent is China's largest distribution business in overseas markets, as early as 2013 overseas investment of over 2 billion dollars. Tencent technology analysts said Chinese Internet companies on the layout of foreign investment are from a little trial and error entered a new stage to invest in stride.

  Layout variety: Ali Baidu Rob Rob project talent

  From specific overseas layout, both Tencent and Alibaba in the number of funds and mergers and acquisitions are at the forefront, especially Alibaba continued investments in the Mainland, fierce, known overseas investment projects more than 6, the amount is not low.

  In March this year, the company spent $ 215 million investment company Tango instant messaging application. In addition, Alibaba in the Fanatics of sports memorabilia online retailers of new round investment of $ 170 million. In August this year, video game start-up company Kabam also announced that the company received a $ 120 million investment by Alibaba group.

  Alibaba also did some with overseas investment business not related to the series, such as the highly popular market in New York and started operation of the rental car application Lyft ShopRunner shipping start-ups, as well as electronic commerce investment.

  Alibaba also focused on Silicon Valley start-ups supported by for these enterprises, a large number of knowledgeable financial experts could help Alibaba attention or acquisitions that had not yet become mainstream, but has a waterfall in the future potential of smart-phone applications, or e-commerce company.


Chinese Internet sea Note: grab people's money grab the market

  Alibaba at the same time accelerate into Silicon Valley, also attract a lot of big talent in Silicon Valley, such as hiring former head of Liberty Media e-commerce maikeer·zese (Michael Zeisser)-led investment, appointed former Google spokeswoman Jane Penner (Jane Penner) as Vice President and head of investor relations, the pass can offer good connections to Silicon Valley.


Chinese Internet sea Note: grab people's money grab the market

  Tencent's overseas investments for the earliest in 2011, to invest the $ 760 million start-up funds and from Goldman Sachs hired James Michel (James Mitchell), as the company's Chief Strategy Officer, responsible for overseas investments.

  Tencent's overseas investment is fruitful, have invested Snapchat, Fab, Korea KakaoTalk, anonymous social applications social Whisper, couples Couple, Pan tool Everyme, amount of over 2 billion dollars of overseas investment in these two years.

  Tencent's overseas investment mainly focused on gaming, social networking and e-commerce, the three areas, of course, the 70% focus overseas investment on the games field, notably in 2012 for $ 231 million acquisition of Riot Games and spent $ 330 million acquisition of 40% stake in Epic Games in 2013, the huge investment company for $ 1.4 billion 6% stake in Activision Blizzard.

  Since 2014 Tencent and much overseas mergers and acquisitions. Tencent technology analysts said that the main reason is that Tencent has put much effort into the micro-overseas promotion and development of mobile games.

  Relatively speaking, lags behind Tencent and Alibaba Baidu layouts overseas, overseas and there is no significant investments over the years, developed with few highlights, current among Portuguese-speaking people on the line things, in major overseas promotion hao123 Baidu and Baidu guard and other security products.

  Analysts pointed out that Baidu's overseas investment is important because of its poor search capabilities for a cash losses than gains. In addition, Baidu loves takeovers, once overseas acquisition company, Baidu faces dilemma is, do not have to manage overseas project of talent. Private corruption normal samples Wanda type three

  Baidu increased layout is overseas, and increase investment in technology, and Google (microblogging), inter alia, introduces a number of overseas talent, such as Baidu's appointment of one of the most authoritative scholars in the field of artificial intelligence--Wu Enda (Andrew Ng) for Baidu's Chief Scientist, Dr, fully responsible for the Institute of Baidu. Institute of Baidu in Silicon Valley and has a laboratory in Beijing.

  Blue Ocean overseas: Chinese Internet companies in the spring

  UC and the end of 2013 as CEO Yu (micro-blog) there was a wonderful presentation, said 2013 Chinese Internet sector has confirmed 2014 competition among giants and other Internet companies will be more intense, "plate tectonics" will eventually form a "plate".

  2014 more than half now, looking ahead, Alibaba has been investment in weibo, youku potatoes, buy gold, UC and other enterprises, Baidu wireless, glutinous rice network acquiring PPS videos, 91, sogou, East of Beijing, the mass comment assigned to Tencent, really leave the Internet giant's acquisitions and investments have little BAT, especially obvious competition between Tencent and Alibaba.

  Compared with the country's Red Sea battles, and abroad have opportunities co-founder Tango once said: "when you receive 45% share of e-commerce market in China, and want to continue to grow, expanding the international market will be you can chase a new territory. "

  Through these investments, the company can obtain plenty of high quality products, and exposure, is of paramount importance, the company can also result in confidence-building and linkages among venture capitalists, but also for the IPO are gearing up to do very good matting.

  Said Tong Shihao Tencent technology, managing partner at ggv capital, mobile Internet is already cross-border concept, there are many distribution channels, in addition to the Chinese market, the rest of the world only by Apple's App Store and Google play, easily out to sea. In addition, the Internet often rely on advertising revenues earned in China, but in the United States there are many ways to earn income.

  Tong Shihao said, and more importantly, overseas without government interference, looking globally, the Internet's two most powerful countries are China, one is the United States, overseas Chinese there are many, many people for many years, China's enterprises can go.

  Tong Shihao himself was Qiming Venture partners in October 2013, Jamie capital investment career began after China and Hong Kong, and its recent investment projects include United States cross-border e-commerce platform Wish and United States online gaming service Curse.

  Few Chinese Internet companies not working in the country, but success overseas, such as State digital relying on the GO series listed, has a crushing defeat by 360 cheetahs rely on Cheetah cleaning masters reaped nearly $ 3 billion in market value.

  When it comes to operational success abroad, Zhang Xiangdong, President of State digital (micro-blogging) to Tencent technology says that China Mobile (Twitter) to Internet competition "red-hot" State, which is excessive competition, as a placeholder, looting, poaching and other resorts, foreign competition is relatively reasonable. For comparison, the Chinese market, compared with the world market still seems small.

  Zhang said, "in doing business overseas have a bonus, that is, logic is simple, you do not need so many special guests, eating, friendship, as long as the model of health, efficiency, working without being hurt, on the contrary, China sometimes more human and personal interests. "

  Investment is no longer limited to service their business

  Analysis and comparison, Alibaba and Tencent in overseas investments, have a soft spot for social software, especially Alibaba, Alibaba to invest Snapchat as can be seen from rumours, Alibaba would like to Flex in social areas.

  This may be because IM form rising, gradually extend the functionality to cover, games, e-commerce, O2O, wrap-attacks on Ali, Alibaba had to shield micro-letter chain to prevent businesses and consumers to move.

  In the overseas market, Alibaba successive investments in social software, is certainly don't want the second app, or even to overseas markets to duplicate one of "micro".

  One analyst noted that, from another point of view, after all competition in overseas markets is not sufficient, Alibaba will not encounter powerful opponents such as Tencent, Alibaba's approach was much of the wild, maybe build a Tencent unknown new.

  From an objective situation, Chinese Internet companies invest overseas enterprises still have a purpose, is to acquire technology and cooperation, such as 360 have invested in Silicon Valley companies, covering large data applications, intelligent hardware, home security and other fields.

  Among them, EyeVerify biometric companies want to extract data from the eye photo to replace passwords and fingerprints. Qihoo 360, the company's technology will be integrated into the 360 store about 50 games, security, phone banks and other types of applications.

  Red boy founder Xu Peixin (micro-blog) technology to Tencent, the world is flat, not lone lone Chinese, China's Internet industry is unparalleled in other countries, Tencent, Baidu and Ali to be an international imperative.

  Of course, Google and Yahoo have broken halberd Chinese Internet market, overseas will not be smooth, Chinese Internet companies overseas are the biggest problems facing management problems.

  In response, Xu Peixin said, who said China would not of success abroad, Haier, Huawei Technologies, PetroChina made overseas are good, United States businesses operating in China are also not doing well, similar to KFC, McDonald's runs just fine. Any State enterprises are in the process of overseas success, China's Internet enterprises should be courageous to go out into the world.