Internet 2010

On Monday, Zhennan.

Ma Huateng, who just went to work, received a call from Goldman Sachs.

"Good morning, Mr. Ma."

Ma Huateng, "Good morning."

The other party went on to say, "Mr. Ma, I'm calling you today mainly to explain to you some matters concerning the option agreement you signed with our bank. The relevant matters will not be implemented until the end of March and the beginning of April, but you need to be notified in advance. One sound."

"You say, I listen."

"Such Mr. Ma. The agreement you signed with the Bank in March 2009 is a profit-locking strategy. The execution target set in the agreement is the shares of Penguin Group held by you, and the execution price is 67.8 Hong Kong dollars. In terms of quantity, the total number of Penguin Group shares involved in conversion at the end of this month is 2 million. In April, you also have four contracts to be executed, please be aware of this.”

Ma Huateng responded in a low voice, "Understood."

The other party continued, "We will inform your personal financial assistant about the relevant matters, and you only need to submit the information according to his instructions."

"OK, thanks."

After hanging up the phone, Ma Huateng shook his head slightly.

It's not that he forgot about this matter, it's just that he didn't put it in such an important position.

According to the agreement he signed with the other party two years ago, he will sell two million shares of Penguin to Goldman Sachs at a price of HK$67.8 per share in an over-the-counter transaction.

What is Penguin's share price today? Not far from HK$200. Discounted to nearly 3% off.

This almost means that Ma Huateng will lose hundreds of Hong Kong dollars for every share he takes over.

And this transaction contract, when he signed a total of five in 2009, a total of 10 million shares, accounting for about 1.1% of the shares issued by Penguin.

If the entire transaction ends, Ma Huateng will probably "lose" HK$1.3 billion.

It may be a lie to say that you don't care about money, but there is no need for doubt that once the news of the transaction of this batch of stocks at the end of the month goes out of the market, it will inevitably be interpreted by others.

"Oh, Mr. Ma didn't like his penguins so much as early as 2009, and he took a high-level hedging early on. As a result, he lost to his grandmother's house."

Such evaluations should not be less, Ma Huateng thought.

Of course, according to his own operations and ideas, it is better to say that this is a "valuation adjustment" in his mind rather than a gamble.

In 2009, no one would have expected the start of the mobile Internet today, and even in 10 years he was very ignorant.

Until the scarf came, WeChat came.

Maybe this is the reason why I "underestimated" the penguins, or maybe I just underestimated the future.

Going on the trajectory of 2009, the price given by Goldman Sachs is ideal enough, and Ma Huateng can also earn an option premium.

And looking at it now, it's really hard to say. At least from the outside world, it is a losing algorithm.

"Well. I should sign another one after a while."

Ma Huateng thought to himself.

Just imagine, if the share price of Penguin this year is far lower than HK$67.8, Ma Huateng can indeed obtain greater profits through this contract, but if this is the case, it means that Penguin's business will decline.

Perhaps this result is a no-win.

It should be called a bet without winning or losing, or it is essentially just a tool for valuation adjustment.

After cleaning up his mood, Ma Huateng continued to work at the desk again.

I have to say that Lu Zhou gave him too much shock, and the stimulation was also one wave after another.

Future, yet to come? As always, he thought.

Only by eliminating Wechat, Penguin's coping can be said to be devastated, chasing after nearly half a year, and it is still not over. I thought that putting Kukou's resources into WeChat would kill the Quartet, but this was not the case.

It should be said that this is not much different from the result of Buckle draining the penguin's scarf. In a sense, today's Luzhou's WeChat is no different from last year's Xinlang scarf, the momentum is already up, and the penguin can only become a chaser.

But in the final analysis, Penguin is not a little boy, Ma Huateng has been through the storm for many years.

It is the place that it is not familiar with, as long as it is willing, there is no reason not to intervene.

opponent? Then kill it step by step.

Penguin is a marathon veteran.

After thinking about it, Ma Huateng said to his assistant, "Let Xiao Chen come up. Report on the progress of Penguin Cloud's work."

What should come, what should be done. It's just a slap in the face, nothing more than I said last year that cloud computing will not be so easy to achieve. Ma Huateng himself doesn't mind this so-called face-slap thing.

Since Lu Zhou can make Mengguyun, even Ma Yun is so optimistic, then he has no reason to refuse.

......

Beijing.

Since the end of 3Q, Zhou Hongyi has been in the limelight.

Even in court, Qihoo can't really be said to be winning.

But when the battle came to this, he Zhou Hongyi, it became famous, and that was enough. Even if that's a half-point of notoriety.

In the middle of this month, Zhou Hongyi will start the road show of Qihoo in various places. At present, one of the ppts made by his subordinates has a well-known name, "China's Facebook", "the third largest user scale in China"... ...

Zhou Hongyi looked like she was sitting firmly on the Diaoyutai, groping for the corner of the sofa.

According to the valuation price, the financing scale of Qihoo's listing in this round can reach 200 million US dollars. As for the shares held by Zhou Hongyi, he is worth at least $1 billion.

Of course, compared to the nothingness of personal wealth, he values ​​the development after getting the money. UU reading www.uukanshu. com

A search that he personally thinks is Qihoo's ultimate goal.

It can be said that around the beginning and end of 3q, he was more passively counterattacking due to the sudden uprising of the penguins. Although outsiders don't see it that way, Zhou Hongyi does exactly that.

If it wasn't for the security steward from Penguin, Qihoo might have been able to snipe Qiandu earlier. And if Lu Zhou hadn't strayed to the mobile terminal, Qihoo might have been able to draw more money.

Originally, he just wanted to Gang Lao Li, and the Penguin and Lu Zhou among them were considered extraneous.

Of course, it's not a problem if it goes public and has money.

This naturally includes the mobile channels that Luzhou is currently doing.

Right now, although the listing has not yet been completed. But the internal business has been re-planned by Zhou Hongyi, and the focus is nothing more than two, one search business line and one mobile channel.

Is Luzhou's Dream Valley advertisement very stable? No, in Zhou Hongyi's eyes at least not so.

This year and next year, this place should be a hot spot, and anyone wants to come in and take a share.

Especially after he communicated with Rebs many times, he looked forward to the long-term, and he became more and more determined to take the path of mobility.

Rebs' Kingsoft Network has already made a sneaky step, and only Zhou, who is busy with 3q, is left behind.

He couldn't hold his breath.

Not to mention the old and new hatred between himself and Lu Zhou.

"Wait until it's on the market, I will kill you without leaving a piece of armor."

Zhou Hongyi grabbed the pen in her hand and smiled and signed the "bet" presented by her subordinates.