d******8
发帖数: 1972 | 1 http://online.wsj.com/article/SB1000142405311190449170457657061
大家关注360buy， 京东商城。好像明年可能融资上市，现在炒的很火。
The Biggest IPO You Haven't Heard Of
http://www.360buy.com/intro/about.aspx
By LORETTA CHAO and LAURIE BURKITT
A Chinese company few Americans have heard of is gearing up for what could
be the largest Internet IPO in U.S. history.
The company, Beijing Jingdong Century Trading Co., runs 360buy.com, a fast-
growing online-shopping site that sells a broad range of goods, mostly
direct to consumers, much like Amazon.com Inc. This business-to-consumer
part of China's online shopping market is expected to expand more than
fivefold to 650 billion yuan ($100 billion) over the next three years,
according to Beijing-based research firm Analysys International.
Jingdong hopes to raise as much as $4 billion to $5 billion from an initial
public offering in the first half of 2012, people familiar with the
situation said last week. If it succeeds, it would overtake Google Inc.,
whose $1.9 billion IPO in 2004 makes it the current record holder for
Internet companies.
Jingdong declined to comment on any possible IPO.
The deal offers a shot at rich fees for IPO bankers who have been largely
sidelined by the choppy market this summer. Bankers from several major
securities firms recently flew to Beijing to vie for the assignment in a so-
called "bakeoff" competition, expected late this week.
Enlarge Image
Close.Market weakness in the months ahead or investor wariness toward China
stocks could trip up Jingdong's plans. Many Chinese stocks that listed in
the U.S. earlier this year are trading at less than their IPO prices, thanks
in part to a spate of accounting scandals.
In addition to setting a new benchmark for IPOs, a successful Jingdong deal
could heat up an intensifying rivalry between the company and Alibaba Group
Holding Ltd.'s Taobao, long China's undisputed champion of online shopping.
The unlisted Alibaba Group, in which Yahoo Inc. owns a roughly 40% stake,
was largely responsible for building the Chinese Internet shopping market,
famously besting online auctioneer eBay Inc. in China by launching a similar
website, called Taobao, that doesn't charge fees to its sellers. Taobao,
which has said it is profitable, makes its money by selling ads and
logistics and other support services to its merchants.
Today most of the money Chinese consumers spend on online purchases of
everything from clothing to furniture and cellphones flows through Alibaba
Group's sites. Total transactions on those sites last year neared 400
billion yuan, or around $62.5 billion. Taobao doesn't disclose its financial
results.
Jingdong, which has more than 12,000 employees, isn't yet profitable. But
much as happened in the U.S., Chinese consumers have started gravitating
toward sites like Jingdong's 360buy.com that warehouse and ship goods
themselves, rather than simply match buyers and sellers.
Revenue at Jingdong rose to nearly $1.6 billion last year, up from nearly $
626 million in 2009, a company spokesman said.
The company began as a bricks-and-mortar electronics retailer. Founder Liu
Qiangdong, who the company says is 37 years old, started 360buy.com in 2004
after he was forced to close his Beijing stores the previous year because of
an outbreak of severe acute respiratory syndrome, or SARS, which hammered
retailers as shoppers avoided crowded areas like malls.
Enlarge Image
Close.Unlike Taobao, which generally doesn't handle deliveries of items
purchased on its sites, Jingdong ships directly from shipping facilities
reaching 130 cities, and handles about 70% of its own delivery. It outfits
employees with satellite-based tracking devices so customers can track
everything from what time their purchases were packed to which subway
station their delivery person departed from—and how to reach that person by
cellphone.
Taobao, however, remains a powerhouse, and it hasn't been standing still.
Three years ago, it opened an online shopping mall and courted well-known
brands to sell their goods on the site.
Those sellers now include Fast Retailing Co. apparel chain Uniqlo and
computer maker Dell Inc. In June, Taobao split that business, Taobao Mall,
which competes with Jingdong, from its original consumer-to-consumer site,
Taobao Marketplace.
Alibaba Group Chairman Jack Ma said this month that Taobao hopes to handle 1
-trillion-yuan, or about $156 billion, in transactions on its websites in
2012.
A growing roster of rivals, including Jingdong, have eroded Taobao's market
share. Its share of online purchases in China slipped to 71%, by value, in
the second quarter from 75% a year earlier, according to Analysys
International. Jingdong's second-quarter market share was 3.5%
In online business-to-consumer sales, Taobao Mall was No. 1 in market share,
at 33% in the second quarter, up from 28% a year earlier, and No. 2
Jingdong's share was 12%, up from 11%, Analysys said.
Duncan Clark, chairman of Beijing-based research firm BDA China Ltd., said
Taobao is unlikely to retain more than 70% of the market forever. Taobao "
clearly created the market…but the fact that they cracked it means others
can benefit," he said.
Not only does Taobao face pressure from Jingdong, but also from major brands
like Apple Inc. and Gap Inc., which have launched their own online stores
in China in the past year.
Some brands also hesitate to sell their goods through Taobao Mall because of
concerns about sales of counterfeit products on its sister site Taobao
Marketplace.
"I can still find a lot of small, unusual things to buy on Taobao...but I
use Jingdong because I can be sure the products are authentic," said 30-year
-old Beijing shopper Sue Su.
She also said Jingdong consistently delivers packages to her home within 24
hours, while shipping services used by Taobao sellers can take from two to
five days.
Alibaba Group spokesman John Spelich said Taobao Mall tries "to provide
global brands with the best opportunity to reach" beyond first-tier Chinese
cities, such as Beijing and Shanghai, and has shown it "is an incredibly
effective way" for brands to reach consumers.
A company spokeswoman said the company worked with 6,000 brand owners last
year to take down 5.7 million trademark-infringing listings from Taobao
Marketplace and has taken 47 million listings down in the first half of 2011
. | P**H
发帖数: 2272 | 2 $100 billion可以追得上亚麻当初的IPO了，熊熊们准备好弹药 | c****3
发帖数: 10787 | 3 京东的钱快烧光了。可以去搜索新闻标题
"传京东刘强东被资本裹挟 遇资金链断裂危险" | B********r
发帖数: 2787 | 4 这么个公司能ipo拿到1000亿美元？真拿美国人民当凯子了
【在 P**H 的大作中提到】
: $100 billion可以追得上亚麻当初的IPO了，熊熊们准备好弹药
| c*********o
发帖数: 8367 | 5 too big, too fail..
【在 d******8 的大作中提到】
: http://online.wsj.com/article/SB1000142405311190449170457657061
: 大家关注360buy， 京东商城。好像明年可能融资上市，现在炒的很火。
: The Biggest IPO You Haven't Heard Of
: http://www.360buy.com/intro/about.aspx
: By LORETTA CHAO and LAURIE BURKITT
: A Chinese company few Americans have heard of is gearing up for what could
: be the largest Internet IPO in U.S. history.
: The company, Beijing Jingdong Century Trading Co., runs 360buy.com, a fast-
: growing online-shopping site that sells a broad range of goods, mostly
: direct to consumers, much like Amazon.com Inc. This business-to-consumer
| g****t
发帖数: 4493 | 6 京东想融资50亿是不可能的。这回是想利用新的美国公关公司炒作。京东现在是想拼命
亏钱做大，以获得更高的上市估价。不知道谁忽悠刘强东去自建物流。还开始卖大件家
电。我觉得它已经走上了歧路。他在物流商亏得很厉害。真有可能在IPO前倒闭的可能
。Amazon也不做物流，不自己买大家电。淘宝更像Amazon，给商家提供一个交易平台。 | l**1
发帖数: 219 | 7 京东一个很可能的结局就是上市流产，全线崩溃。
或者勉强上市，傻瓜买了以后就崩溃。
【在 g****t 的大作中提到】
: 京东想融资50亿是不可能的。这回是想利用新的美国公关公司炒作。京东现在是想拼命
: 亏钱做大，以获得更高的上市估价。不知道谁忽悠刘强东去自建物流。还开始卖大件家
: 电。我觉得它已经走上了歧路。他在物流商亏得很厉害。真有可能在IPO前倒闭的可能
: 。Amazon也不做物流，不自己买大家电。淘宝更像Amazon，给商家提供一个交易平台。
| s*****n
发帖数: 5488 | 8 这个垃圾显然着急了。天天造新闻
【在 l**1 的大作中提到】
: 京东一个很可能的结局就是上市流产，全线崩溃。
: 或者勉强上市，傻瓜买了以后就崩溃。
| g****t
发帖数: 4493 | 9 中国的B2C电商除了以低价占市场就不知道别的，就像在美国的福州人开的中餐馆把中
餐牌子做倒。由于他们今年上半年股市好的时候拿倒不少VC的钱，一个个膨胀得不得了
。拼命烧钱以低价促销。尤其以京东为甚。刘强东竟然对某些部门经理说，如果你们在
三年内给我赚一分钱的毛利，我把你们全开除。而且不去培养消费者健康的消费观念。
一味以低价，以及美其名曰的“消费体验”讨好顾客。货到付款，免运费，免费上门退
、换货，当日运达。这些措施会使运营成本迅速上升。这在美国是很难想象的。Amazon
根本就没有当日运达，次日达还要多付$35.好多消费者与媒体也简直是胡闹。听说当当
网由于标错价，遭到上千名顾客告上法庭维权。殊不知电商标错价在所难免，电商有权
取消订单。电商怎会把五，六百的鞋以标错的一元钱卖给你？Amazon也经常标错价而取
消订单，没听说老美刁民整天在网上守株待兔等Amazon标错价后一下买几百双鞋并要
Amazon兑现。我估计京东现在亏损很大。而且它六月份的融资15亿美元水分很大。淘宝
网上全是假货，京东脑残得以相同低价卖行货与淘宝竞争。而且它需要300亿人民币来
建仓储物流。现在已经骑虎难下。IPO是最后一搏。当年的8848何等辉煌，现在都已经
销声匿迹了。 | l**i
发帖数: 8144 | 10 你在中关村买过电子产品么？
Amazon
【在 g****t 的大作中提到】
: 中国的B2C电商除了以低价占市场就不知道别的，就像在美国的福州人开的中餐馆把中
: 餐牌子做倒。由于他们今年上半年股市好的时候拿倒不少VC的钱，一个个膨胀得不得了
: 。拼命烧钱以低价促销。尤其以京东为甚。刘强东竟然对某些部门经理说，如果你们在
: 三年内给我赚一分钱的毛利，我把你们全开除。而且不去培养消费者健康的消费观念。
: 一味以低价，以及美其名曰的“消费体验”讨好顾客。货到付款，免运费，免费上门退
: 、换货，当日运达。这些措施会使运营成本迅速上升。这在美国是很难想象的。Amazon
: 根本就没有当日运达，次日达还要多付$35.好多消费者与媒体也简直是胡闹。听说当当
: 网由于标错价，遭到上千名顾客告上法庭维权。殊不知电商标错价在所难免，电商有权
: 取消订单。电商怎会把五，六百的鞋以标错的一元钱卖给你？Amazon也经常标错价而取
: 消订单，没听说老美刁民整天在网上守株待兔等Amazon标错价后一下买几百双鞋并要
| | | b*****s
发帖数: 1475 | | s****c
发帖数: 11300 | 12 有道理 刘强东从一开始倒卖光盘的时候我就知道他
他在海关有人 结果搞了很多走私罚没的东西出来卖收了第一桶金
从他个人角度来讲 我不觉得他个人能力有强 只是赶上了中国b2c的空挡而已
Amazon
【在 g****t 的大作中提到】
: 中国的B2C电商除了以低价占市场就不知道别的，就像在美国的福州人开的中餐馆把中
: 餐牌子做倒。由于他们今年上半年股市好的时候拿倒不少VC的钱，一个个膨胀得不得了
: 。拼命烧钱以低价促销。尤其以京东为甚。刘强东竟然对某些部门经理说，如果你们在
: 三年内给我赚一分钱的毛利，我把你们全开除。而且不去培养消费者健康的消费观念。
: 一味以低价，以及美其名曰的“消费体验”讨好顾客。货到付款，免运费，免费上门退
: 、换货，当日运达。这些措施会使运营成本迅速上升。这在美国是很难想象的。Amazon
: 根本就没有当日运达，次日达还要多付$35.好多消费者与媒体也简直是胡闹。听说当当
: 网由于标错价，遭到上千名顾客告上法庭维权。殊不知电商标错价在所难免，电商有权
: 取消订单。电商怎会把五，六百的鞋以标错的一元钱卖给你？Amazon也经常标错价而取
: 消订单，没听说老美刁民整天在网上守株待兔等Amazon标错价后一下买几百双鞋并要
| j*****h
发帖数: 3292 | 13 大牛深刻，所以仿EBAY的TAOBAO在中国能成功，仿AMAZON的360buy一定会失败
中国消费者健康的消费观念是一个大大大问题
Amazon
【在 g****t 的大作中提到】
: 中国的B2C电商除了以低价占市场就不知道别的，就像在美国的福州人开的中餐馆把中
: 餐牌子做倒。由于他们今年上半年股市好的时候拿倒不少VC的钱，一个个膨胀得不得了
: 。拼命烧钱以低价促销。尤其以京东为甚。刘强东竟然对某些部门经理说，如果你们在
: 三年内给我赚一分钱的毛利，我把你们全开除。而且不去培养消费者健康的消费观念。
: 一味以低价，以及美其名曰的“消费体验”讨好顾客。货到付款，免运费，免费上门退
: 、换货，当日运达。这些措施会使运营成本迅速上升。这在美国是很难想象的。Amazon
: 根本就没有当日运达，次日达还要多付$35.好多消费者与媒体也简直是胡闹。听说当当
: 网由于标错价，遭到上千名顾客告上法庭维权。殊不知电商标错价在所难免，电商有权
: 取消订单。电商怎会把五，六百的鞋以标错的一元钱卖给你？Amazon也经常标错价而取
: 消订单，没听说老美刁民整天在网上守株待兔等Amazon标错价后一下买几百双鞋并要
| l*******8
发帖数: 37 | | v****e
发帖数: 19471 | 15 this fraud will implode soon | g****t
发帖数: 4493 | 16 看中概跌的这付样子，京东来美上市都难。更别提融资50亿了。卫星放得太大。当当今
天都跌到五块以下了。市值连四亿都不到。手上还有2.5亿现金。如果京东崩盘。当当
倒是个机会。
各大投行现在连自己保命都来不及。他们手上的有毒资产快要大爆发了。 |
|
