Author |Luo QianboProduced by |Bogotá looks at the property market
Foreword
Wang Jianlin, who is nearly 70 years old, was slapped in the face in the gutter by someone who "collapsed the child".
Therefore, the expression of Boss Wang's old face - cloudy, rainy and snowy, treacherous, and foggy.
Whether there is a mutual birth, Lao Wang fell off the cliff again
In the domestic real estate industry, Wanda and Wang Jianlin are very interesting real estate companies and bigwigs, in addition to their many classic topic stalks, they are still domestic and may be the only ones".Mildew opened two degrees"The boss.
For example, some industry insiders analyzed:
Wang Jianlin, who is struggling, still hasn't been able to resist the winter of real estate;
Last week, Wanda Commercial Management announced that a 600 million yuan dollar bond sold by the company in 2014 will mature in January 2024. However, Wanda was unable to repay this dollar debt in time
Wanda announced in the announcement that the US dollar bond will be extended to December 29, 2024, and it plans to repay it in 4 installments within 1 year, and the funds** are rental income and Zhuhai commercial management dividends, and the repayment plan can definitely be '100% realized'. ”
According to the exclusive observation of "Bogota looks at the property market":
In the past, when the peers were soaring, they were supervised at the time, and sold their assets in advance, quickly retreated from overseas, and sold a large asset package of cultural tourism and hotels to Sunac and R&F. Later, the black storm of the industry roared, which made other peers envious, and they all sighed that Boss Wang's "good life" was not as struggling as others.
At that time, Wang Jianlin, who was glad that he had successfully escaped this wave of storms, also quickly adjusted Wanda's development strategy - that is, rapid de-real estate, and heavy commercial asset-light fields, and looked forward to using his strong commercial store operating resources and professional capabilities to create a new Wanda.
In the past, a certain amount of new life was obtained. However, Boss Wang did not gain any effective understanding and reflection from the lessons of the previous car.
Now, it has once again fallen into the same impasse as its peers, making many peers in the real estate circle raise their hands and touch their tears to greet themLao Wang, you are still back, you want to share weal and woe with us, brother!
Come, please sit down, our brothers haven't seen each other for a long time, let's get two glasses first.
Wang Jianlin, holding this cup of bitter wine, wanted to cry without tears, had words of suffering, and was bitter and slanderous in his heart - who is your brother?
Wang Jianlin, who joined the army at the age of 16, once used to sing the song "Nothing" with a heroic voice that he had cultivated in the army for many years, and it seems that between "nothing and being", there have been several reincarnations:
had nothing before, and later founded Wanda to earn hundreds of millions of net worth;
Sold everything in the medium term, but avoided the wind and waves for a while
At present, it is mired in a quagmire, and its fine clothing bandwidth is consumed for listing and gambling.
Something out of nothing, something or nothing, fate is impermanent, the nearly 70-year-old Wang, the current struggle, is somewhat a bit of a feeling of obeying the destiny of God.
In this regard, some netizens commented that it can be seen:
It is very stormy in the high places, and it is not to the top floor of the Qiong Tower.
It is estimated that Wang Jianlin will have a different feeling when he sees this poem now.
From a well-known "Internet celebrity" richest man, to being pushed to the forefront of the 100 billion debt, to being forced to die by 30 billion bets today, Wang Jianlin's experience is really ups and downs.
It makes the industry very embarrassed.
Recently,In the view of "Bo Brother Looks at the Property Market", in the story of Wang Sicong's rapid acceptance of the Tai'an Cultural Tourism Project, many friends said that this is Wang Sicong's resignation, of course, this has basically become a fact.
In fact, Bo Ge personally feels that this is a big signal of Wang Jianlin's "resignation".The world and the industry are still stormy, and it is difficult to see a new dawn in the short term.
Old age, weak spirits, etc., even though there are thousands of heroes, but no one is young, the law of passing the torch from generation to generation, Lao Wang has to consider these aftermaths.
Wanda Commercial Management, over the years, has stumbled on the road to listing, which has already broken Wang Jianlin's heart.
Like what. Recently, the Hong Kong Stock Exchange has approved its IPO application as follows, and the following is observed from the perspective of **
This morning, according to Phoenix.com's "Eye of the Storm" report:
Some professionals analyzed, "now Hong Kong stocks are relatively sluggish, Wanda's financing scale is relatively large, the Stock Exchange also needs to consider whether such a financing scale can be borne by the market, if there is a break, it may further affect the market performance, and the subsequent thunderstorm will affect the image of the Hong Kong capital market."
Surprise listing in more than 20 days, obviously the possibility is extremely low. Wu Weichen, general manager of the investment banking department of Industrial ***, explained to Phoenix.com's "Eye of the Storm" that even if the CSRC approves it, it will take about 6 weeks for the subsequent process to be normal. In addition, the Hong Kong Stock Exchange will conduct a comprehensive review of the loans, equity arrangements and net cash flows of listed companies (including related parties) in the past three years, and it is difficult for Wanda Commercial Management to gain the full trust of the SFC, the Hong Kong Stock Exchange and the market in terms of its recent operating and financial performance. ”
What does this mean?
Bo Ge translated that the world economic situation is not optimistic, and Hong Kong stocks are also very cautious, and they dare not open a "big road" to Wanda Commercial Management, and Wanda Commercial Management has too much appetite, and the Hong Kong Stock Exchange does not dare to sign and seal more than 30 billion financing.
Didn't Wang Jianlin know about these situations?
can't say it, the 40 billion debt is overwhelming, and Lao Wang is also poor in donkey skills, so he doesn't see any good way.
After all, the bet of 300 small goals, a small thing, if you don't get it right, you will return to the pre-liberation period overnight.
Wang Jianlin, who has suffered from military service, is deeply touched by this.
It can be seen that at this time, how much effort does Wang Jianlin, who is gradually aging, have?
Therefore, Bogot thinksThe above-mentioned news of Wang Sicong's "being worked" is actually Lao Wang's second-hand preparationMoreover, Wang Sicong's "Beijing Huanju Business Management" has been fully cut from Wanda, that is, it is necessary to draw a clear line with Wanda and Wanda Commercial Management, and will not burn Wanda's karma to his son.
Father's love is like a mountain.
Wang Jianlin, heartbroken for Wang Sicong, fatherly love.
Whoever says an inch is careless, and he can repay Sanchunhui and empathize.
The main reason for the overturning of the gutter
Next, let's talk about Wanda Wang Jianlin's possible capsizing in the high-pole gutter again.
Today, I don't want to say too much, but to sum it up, there are two points:
First, serious path dependence: success and real estate, defeat and real estate
In the past, under the times and trends, Boss Wang made a lot of money and had a soft spot for real estate.
A few years ago, Wang Jianlin, who had already escaped the catastrophe, was still blinded by the many dividends of real estate, and he was dizzy, and once again put his thighs into the river of real estate.
Now that he has fallen into the precipice of real estate again, can you say how powerful Wang Jianlin is?
It's just a common man, the old eyes are dizzy, and it's too sober.
Don't say anything, Wang Jianlin is a bull, just an old man.
It's just an objective and subjective case.
It is reported that as above, this year is the third year that Wanda has hit the IPO of Hong Kong stocks.
In 2021, after five years of hopeless waiting in line for A-shares, Wanda withdrew its A-share IPO and turned to Hong Kong to seek listing, setting a record for the slowest listing of a private enterprise in Hong Kong until today.
Wang Jianlin never thought that it would be so difficult to go public. According to the VAM agreements signed between Wanda and 22 institutional investors, if the listing is not completed by the end of the year, Wang Jianlin will have to pay about 30 billion yuan in equity repurchase money to the above-mentioned investors.
In addition, after going ashore in the past, Wang Jianlin did not have a deep introspection:
According to the aforementioned Phoenix Network Financial Report:
In 2022, the real estate industry fell into a downturn, and as soon as he climbed out of the valley, Wang Jianlin became a white knight.
In March, he signed a strategic cooperation agreement with Henan Xinyuan Group to transfer a number of commercial projects under Xinyuan to Wanda for management and trusteeship. This move sounded the clarion call for attack. In the following months, Wang Jianlin traveled non-stop around the country, reached a cooperation with Henan Jianye, and won the overall management rights of Beijing Solana Blue Harbor and Beijing Wukesong Zhuozhan Shopping Center. He took over an unfinished building project in Hefei and 5 Oaks Plazas. ”
Wait a minute. What does that mean?
That is, Wang Jianlin was on a whim again, and he was about to go to the horizontal knife immediately.
However, at present, there is a lot of chicken feathers, so that Lao Wang's evening festival is not guaranteed.
Second, the way of heaven is always in awe: manpower is limited, and it has to be obeyed
According to the above observations, as well as many deeds in the industry, the creation of the real estate industry has been quickly shot to death on the beach of the new era, and many of the second generation have retreated, etc., the biological generation and the second generation, between the inheritance, is not so simple.
Wang Jianlin and Wang Sicong, a hundred years of life, the white horse has passed through the gap, but it is just a moth or a wave. It is very ridiculous to use the courage to blow yourself up to defend your wealth.
Wang Jianlin, who is about to be 70 years old, has changed dramatically in trends and times, and if he wants to get the second and third spring, he has become his unrequited love.
Throughout the ages, such things have abounded.
Typically, Mr. Wang Shi of Vanke, who knows the trend and recognizes the principles of heaven, takes a little beauty to play in the mountains and rivers, and is proud of the rivers and lakes, which has become a case of looking up in the industry.
On the other hand, Wanda and Wang Jianlin, their realm and mental method, and Mr. Wang Shi cannot be in the way, but fall into the inferior.
Embarrassment has become its inevitability.
In China's core culture, making money is only one aspect of life, and virtue + meritorious service + speech is the final destination of life.
From this point of view, Wanda and Wang Jianlin, father and son, can only become a businessman who has historically earned a few taels of silver, and cannot rise to another realm.
Zhao Benshan said, people are in heaven, money is in the bank, is it meaningful?
Money is just a tool, not a life's mission.
Moths to the fire, endlessly, sad?
Write at the end
Recently, many netizens and fans have left us messages, asking us to exclusively interpret the story of Wanda Wang Jianlin and his son, thank you for your support.
As far as the request of friends is concerned, today, I would like to use this article to explain our views, so as to communicate with all friends happily.
To sum up, the facts of Wanda Wang Jianlin's father and son illustrate a lot of problems.
The blessing and success of the times have become the demons of all business tycoons, and they always feel that they can always see all the Chang'an flowers in one day.
Among them, Wanda Wang Jianlin, after struggling to land from the deep water area, quickly fell into the ice and snow of the real estate industry, which is no longer the story of smart people, but has gradually become a classic case of the negative category of "big fool" in the industry.
His case is the only one in the industry, so it is difficult for the industry to have a peaceful mind.
Tsinghua University and Peking University, not bold", and what "earn his 100 million small goal first" and other remarks, the current debt extension of 600 million US dollars has become a joke in the industry.
The VAM clause of nearly 40 billion yuan slowly knocked Wang Jianlin into the dust.
In a word:
Those who attribute the majestic power of the times to their own ingenuity and ingenuity have died an ugly death in the end.
Xu Jiayin, Ma Yun, etc., the list goes on.
Dajiangdong went to the waves and sand, no matter how much he struggled, he couldn't resist the crushing of the general trend.
Wanda and Wang Jianlin are just dogs in heaven and earth, that's all.
Intensive research and insight into trends, not being self-righteous, constantly changing one's own cognition, etc., blocking one's mantis arm from the car, upgrading one's dimension to advancing with the times, and other behaviors, and vainly wanting to change history with one's own tens of billions or hundreds of billions of so-called forces, will become the rhetoric of oneself who has drunk too much.
The tide of the times, hitting the face, hurts!
Is it an afterthought?
The origin of all things is very clear:
Everyone has to pay for their own cognition.
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