Ali is turned upside down**, Ma Yun's counterattack attracts attention!
Text |Observers.
The background is powerful! Yes"Change the sky", Ma Yun really won Ma this time!
In the past three years, Ali and Jack Ma have not had an easy time. It goes without saying that Jack Ma has caused a lot of trouble because of his chatter, and he is currently 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, the market value has evaporated by nearly 70%, and it is currently only 190 billion yuan, which was once overtaken by Xinpinduoduo.
There is no doubt that if this development continues, Ali's decline will be inevitable. You know, in the past eight quarters, Alibaba's performance has continued to decline, with revenue growth of less than 5% in four quarters and negative growth in one quarter.
On the contrary, Pinduoduo's competitors have maintained a high growth rate, with Pinduoduo's revenue growth rate as high as 94% in the third quarter of last year, compared to Alibaba's growth rate of only 85%。It is conceivable that if it continues to develop, Ali may well become the real first wave, and the last wave has already died on the beach.
In order to prevent this from happening again, Ali also made a lot of efforts last year, such as the removal of Daniel Zhang, the collective return of Ali's veterans, and the separate listing of Ali's main business lines. It should be said that these measures are indeed effective, and after a series of corporate restructurings, Alibaba's business situation has also improved greatly, but it is obviously far from enough.
So, how can Ali completely reverse the decline? In this regard, the industry generally believes that perhaps only when Ma Yun returns, Ali can recover. If Jack Ma returns, the situation could change.
In fact, Jack Ma has already made such an attempt. According to a number of authoritative ** reports, in recent times, Ali founder Ma Yun has begun to buy back Ali**, only in the fourth quarter of last year he acquired about 50 million yuan worth of Ali**, although the latest repurchase figures have not been disclosed, but according to sources familiar with the insider, after Ma Yun vigorously repurchased Ali**, now Ali has"Change the sky"。Jack Ma officially replaced SoftBank as Alibaba's largest shareholder.
From a financial point of view, Ma Yun's repurchase of Ali ** this time belongs to the real sense. In the past three years, Ali's share price has risen by nearly 7%, and Ma Yun has cashed out more than 100 billion at the peak of Ali's stock price, and now, Ma Yun only needs to withdraw from the original price and cash out three times to recover these shares, and can even replace SoftBank and become the largest shareholder of Ali.
As for Ali, as the soul of Ma Yun has become the largest shareholder, the attitude of the capital market towards Ali has also undergone a huge change.
The industry generally believes that Ma Yun has become one of the main shareholders of Ali, which is equivalent to returning to power, although there is no specific position, but in Ali's next move, Ma Yun should be deeply involved, and even personally take the helm, Ma Yun's return, Ali's next prospects, is worth looking forward to.
Finally, let me ask you a question: Do you think Jack Ma can finally turn Ali's situation around and help her re-establish her supremacy far beyond her peers?