Discover opportunities! Ali walks for the sky, Ma Yun succeeds!
Text: Observer.
Full of confidence! Ali"Change the sky", Ma Yun is really going to win ** this time!
In the past three years, Ali and Jack Ma have had a hard time. Needless to say, Jack Ma's slickness has caused him a lot of trouble, and now he is very low-key and rarely appears in public. In the past three years, Ali's life has also been difficult, the stock price has continued to be the best, and the market value has evaporated by nearly 70%, and now it is only 190 billion yuan, which once surpassed the nascent Pinduoduo.
If this trend continues, Ali's decline will be inevitable. It is worth noting that in the past eight quarters, Alibaba's performance has continued to decline, with sales growth of less than 5% in four quarters and negative growth in one quarter.
In contrast, rival Pinduoduo is still growing at a high rate, with sales growth of 94% in the third quarter of last year, compared to 8.5% for Alibaba in the same period5%。If it continues at this rate, it is conceivable that Ali will really become the leader, and the last wave is likely to die on the shore.
In order to prevent this from happening, Ali has made many efforts in the past year, including removing Daniel Zhang, returning Ali veterans to the group, and splitting Alibaba's main business areas. It has to be said that these measures are indeed very effective. After a series of restructuring measures, Alibaba's situation has improved significantly, but this is not enough.
So, how can Ali still be able to turn the tide? On this point, the general view in the industry is that only when Jack Ma returns, Ali can **. As we all know, after Jack Ma got out of class, Ali began to go downhill. If Jack Ma can bring back this soul figure, the situation may change.
In fact, Jack Ma has already tried to do just that. According to a number of reliable ** reports, Ali founder Ma Yun began to buy back Ali** some time ago. In the fourth quarter of last year alone, it repurchased about 50 million yuan worth of Ali**, although the latest repurchase amount has not been disclosed, but sources familiar with the inside story said that Ali is now in the process after Ma Yun vigorously repurchased Ali**"Change the sky"。Jack Ma officially replaced SoftBank as Alibaba's largest shareholder.
From the perspective of capital, Ma Yun's repurchase of Ali ** belongs to the real sense**. In the past three years, Ali's share price has been nearly 7%, and Ma Yun has cashed out more than 100 billion at the peak of Ali's stock price.
As for Alibaba, since the soul man Jack Ma became the largest shareholder, the attitude of the capital market towards Ali has changed dramatically.
It is generally believed in the industry that Ma Yun has become a major shareholder of Ali, which is tantamount to returning to power, although there is no specific position, but in all the next measures of Ali, Ma Yun will undoubtedly be deeply involved and even personally rush to the forefront, it is the return of Ma Yun and Ali's next prospects, which is expected to be considered.
Finally, let me ask you a question: Do you think Jack Ma will eventually facilitate Ali's breakthrough and regain the supremacy of his rivals by a significant margin?