Starting from the rumor of Ele.me being sold: Alibaba may withdraw from Meituan-Dianping

[[155982]]

By the way, since yesterday, all kinds of rumor mongers have started to start again. The content of the rumor is exactly the same as before, that is, Meituan Waimai will acquire Ele.me. Haha, I feel that Zhang Xuhao must be depressed to death and vomit blood all over the floor. Damn, you keep saying that I was sold, I will stab you to death with a thousand knives!

The source of the incident was that Meituan Waimai posted a picture like this on its official Weibo.

Therefore, this picture has attracted countless speculations. Many people said, look, the cartoon character of Meituan Waimai is hugging a blue person, isn't this the same color as the brand of Ele.me? They also said that Meituan Waimai will have a new partner, isn't this the rhythm of merging with Ele.me? So even the news came out, saying that on November 18, "Meituan Waimai will hold a press conference in Beijing with Ele.me as an independent subsidiary, and announce the merger in a 5:5 stock swap." Haha, the news is still decent.

However, later, Ele.me came out and slapped Meituan in the face without mercy, leaving no room for its competitors, and directly said that this rumor must have been deliberately released by Meituan.

Come, let’s feel Ele.me’s statement that was full of 10,000 points of hurt and deep malice:

Ha, I can only say that your circle is too messy!

However, regarding the future of Ele.me, I have written an article before, titled "Dangerous Ele.me, the stubborn Zhang Xuhao, and the copycat Zhuang Chenchao?" I am grateful to the generous PR of Ele.me for not directly defining me as a negative self-media person who is vulgar, shameless and malicious. Recently, I have carefully observed the game again and suddenly realized that it is unlikely that Ele.me will be sold to Meituan. First, Meituan still needs to integrate Dianping, and it is estimated that it will not be able to swallow up another Ele.me in the short term. Second, in the eyes of Wang Xing and Wang Huiwen, the business is highly overlapping, and I am not short of financing now, so why should I swallow up Ele.me?

Therefore, Zhang Xuhao and Wang Xing are unwilling to do so, so it seems difficult to achieve a merger between the two. However, if the merger is finally done, the eighth sister will have to say helplessly, "I'm leaving now."

From the perspective of Eighth Sister, all recent signs indicate that Alibaba has no interest in Meituan and may even exit Meituan to cash out. So who will be the buyer? Some say it is Baidu.

Why do you say that Alibaba wants to withdraw and cash out? There are two reasons.

First, it is said that Tencent will invest US$1 billion in New Meituan and hold a 5% stake.

What confirms this rumor is that Tencent issued bonds to raise US$1.5 billion two days ago.

Meituan Dianping has completely fallen into the arms of Tencent. Of course, Alibaba is angry, and it is normal for it to think about withdrawing.

Second, there was a piece of news two days ago titled "Ali fully supports the development of Koubei, while Meituan faces Ali's withdrawal and cashing out." The original news is as follows.

The article basically says that Alibaba thinks Koubei is performing very well, so it will not invest in Meituan anymore and will cash out, and Alibaba will make a lot of money if it cashes out, with a return of dozens of times. Let's look at the source of the article. Hey, Sina Technology, what is the relationship between Sina and Alibaba? You should know, right? In fact, I think this article has the following purposes: first, to build momentum for Koubei and suppress New Meituan; second, to find a new buyer; third, to put pressure on Meituan, saying, "Why don't you merge with Koubei?"

But based on my understanding of Wang Xing and the relationship between Alibaba and Meituan, as the actual helmsman of New Meituan, Wang Xing does not like Alibaba and does not like Alibaba's attitude of dominating everything. I seem to remember that Meituan's executives publicly or privately expressed their dissatisfaction with Alibaba's various restrictions and interferences.

So, in fact, the trend may be that Alibaba really wants to cash out and exit. Then, who is willing and capable to take over?

In June 2014, Wang Xing disclosed that Alibaba owned 10% to 15% of Meituan. Even if Meituan-Dianping merged at a 5:5 ratio and Alibaba's shares were diluted, Alibaba's shares should not be less than 5%. Based on the valuation of New Meituan at $20 billion, this is more than $1 billion, which is not a small amount of money. Few companies can interpret this.

There are two possibilities:

First, Tencent bought the old shares held by Alibaba, which is consistent with the $1 billion investment. However, it is worth noting that the reason for the merger of Meituan-Dianping is that it is burning too much money and it is difficult to raise funds, so the merger is for financing. All information sources show that Tencent invested in the new company, which is new financing, so Tencent should not have bought the old shares of Alibaba.

Secondly, if Alibaba is determined to sell, who can buy it? Baidu. Don’t accuse me of talking nonsense. In fact, it is said that there are investors who have come up with this plan, allowing Baidu to enter the market and buy Alibaba’s old shares and become a shareholder of New Meituan. However, I think this plan may not be the best for Baidu. Only by merging Nuomi and New Meituan can the world be at peace. What’s the point of holding a small share? But the key question is whether Wang Xing is willing? One father is gone, and another father comes. This is not good. Moreover, is Alibaba willing to sell its old shares to Baidu? Not necessarily. Alibaba is not short of money, and it is also good to keep this little share to spy on military intelligence. Of course, if Baidu takes over Alibaba’s old shares and it comes true, then everyone please call it “the prophecy emperor who I can’t figure out even if I die”!

Well, someone is going to say, "Sister Ba, you talked so much, what does it have to do with Ele.me?" Well, my idea is that Alibaba should increase its investment in Ele.me or acquire it, so that you, Meituan, can make me angry! Humph, I will make you angry to death too!

Okay, I've finished talking nonsense and am waiting for the criticism.