RBCT Chapter 1401 Strict Selection
Chapter 1401 Strict Selection
Chapter 1401 Strict Selection
The wildest quarterly report since Yike was founded appeared, and almost all major media evaluated it in a very short period of time.
The New York Times: The success of Mars 8.8 is only part of Yike's success. What is Yike's moat? It's a hit, a hit, a hit! From the first generation of Mars to the eighth generation of Mars, each generation has its own merits. The difference is whether it is a big hit or a small hit. Yike has contributed to the consumer electronics industry, and consumer electronics has also made Yike a miracle!
The Wall Street Journal: Yike launched a blockbuster product in November last year that overwhelmed its other two competitors. The success of Mars 11 is impressive. It almost, no, not almost, impacted all competitors, even its own Selfy series. In addition to mobile phones, Yike’s success in tablets and laptops is relatively less noticeable, but we believe that this is almost equally important for a technology company.
The Washington Post: Yike's success is surprising. It is an unprecedented global mobile phone leader from the East, and unless unexpected events occur, it will continue to maintain this position.
Bloomberg: Wall Street is now looking forward to Yike's 2014 annual report, and this record-breaking Q4 financial report may soon be beaten by the 2015 Q1 financial report.
The Atlantic Monthly: Yike has temporarily dispelled the recent haze with a quarterly report, proving once again that it is a unique technology company in the world and a representative company of China's rapid economic development.
Even National Review, which has always been a conservative opinion platform, made a humorous comment after seeing Yi Ke's results: God has yellow skin this time!
However, in addition to surprise and praise, there will inevitably be a lot of fear and attacking remarks, which are often followed by a twist, using this amazing result to once again illustrate the necessity of cracking down on IceCore International and even YiKe.
However, such arguments are not new. Despite the continued lack of concrete actions, Yike’s stock price has been enthusiastically pushed up due to its excellent performance.
2月25日，接受了诸多赞扬与攻击的易科公司再度发布公告，计划于3月20日以1：5的比例实施拆股，而对于截止于2015年3月13日股市收盘登记在册的所有易科股东，他们在登记日所持有的每一股股票都将额外获得4股股票，调整后的股票交易则是于20日开始。
Generally speaking, stock splits help attract investors, while too high a price may keep some potential investors out.
This news, coupled with Yike’s impressive financial report, once again caused the company’s stock price to rise steadily.
On February 2, Yike’s first post-New Year high-level meeting was held in a very good atmosphere due to the stock price performance in the past few days.
A year's plan begins with spring. As the head of the company, Fang Zhuo personally presided over the meeting and first announced an important development. Yike will soon launch its secondary listing plan in Hong Kong, and it is expected to be completed by the middle of the year.
Yike has just created a new high on the Nasdaq, and it has decided to go public for the second time. The message conveyed by this decision is obviously that President Fang is reducing the risk of future shocks.
Just after Fang Zhuo announced this news, the New Year's mood that was originally in the conference room more or less disappeared.
Liu Qiangdong, president of Huaxia, observed the expressions of his colleagues and said, "Many public opinions in the United States seem to be unhappy that we have achieved such a good performance. The source of uncertainty in the global market is there. We really need to be prepared for this loss within the year."
European President Pan Ben saw someone break the silence and said, "Listing in Hong Kong is a good thing. If we prepare for the worst, our products actually have a lot of room for development around the world. However, it has never been as easy as in markets like the United States and Europe."
He continued: "We can still make more investments and maintenance in the European market this year. Even if Washington makes demands, the European market will still be relatively stable from this year to next year."
American President Schroeder attended the meeting online. He heard the speeches of his two colleagues but remained silent. The company's stock price was indeed rising, but the public opinion it brought about was also rising.
When you are in the United States, you can feel the American atmosphere much better than in Shanghai. The release of this financial report feels more like a hot fire.
However, he spoke after a moment: "In any case, the US market is worth striving for. If we are really asked to cut off the cooperation with Bingxin International, I think the manufacturing technology of Samsung and Taiji is worth considering."
Schroeder fulfilled his duties and persuaded only from the perspective of "manufacturing process". From the perspective of a professional manager, this would undoubtedly be the best way to resolve the potential conflict between Yi Ke and the authorities.
But he also knew that Yi Ke’s business was not just about Yi Ke.
"Yes, Schroeder is right. We must fight for what we should fight for." Fang Zhuo did not take a tough stance. "Whether it is the United States, Europe or other markets, Yike must fight for what it should fight for and maintain."
He paused and continued, "Especially, Yike has very good relationships in the European market. We have important investments in Germany and France, and a lot of investment in public relations. It will still be an important part of our planning in the future."
Yike's investment in the European market has continued to increase over the past two years. It can be seen from the just-released Q4 financial report that Europe has the largest revenue growth among all markets.
As Fang Zhuo said, Yike has research centers in both Germany and France, and Bingxin has also built and operated two wafer fabs in the two countries. It has also done a lot of public relations. There is even a French executive member on Yike’s board of directors who has extensive public relations resources.
When Schroeder heard Mr. Fang's response, he was a little confused for a moment whether this was a real change in Mr. Fang's attitude. After all, according to Yike's current size and prospects, if this conflict can be resolved, this world's number one mobile phone brand will definitely bring greater benefits.
Fang Zhuo did not talk much about the risks arising from the secondary listing. He had basically done everything he could. The detonator was not in his hands now, so he just had to wait for changes.
The first thing was reported, and the second thing was the tram project that had been discussed many times in the General Office before the New Year.
Fang Zhuo still hasn't made a decision today, but Qi He, Liu Qiangdong and others all feel that the boss is gradually leaning towards launching the whole vehicle project because he is expanding the scope of discussion again and again.
Yike has had a key transformation, which was the transition from music player to smartphone, which led to its current status as the world's number one mobile phone brand. Now, is it time for a second transformation?
No one dares to make such a judgment lightly.
Including Yu Hong and Zhang Yaqin, at this moment, they are more tolerant of voices with different positions and are willing to discuss the future development direction together.
Zhang Yaqin used Yike’s first transformation as an example: “Yike chose to make smartphones in the beginning, and the mobile phone market was also a traditional red ocean, but Yike reshaped it with its smart systems. Now what lies ahead of us is similar to the past. The automotive industry is a traditional red ocean, but we also have the opportunity to reshape it.”
"I don't think Yike needs to completely transform into an automobile company, but I think the future automobile business can be an important part of Yike."
The EBG president ended the meeting with these words.
Fang Zhuo did not express a clear opinion, but once again confirmed a high-level meeting three days later with this discussion as the topic.
However, just two days later, an official message from BIS disrupted his plans, and the host of the high-level meeting was changed to Executive Vice President Yu Hong.
On the last day of February, the US-based BIS submitted an "Ami Strict Selection" and added the name of IceCore International to the list, formally proposing to impose more stringent restrictions on this oriental wafer manufacturing company.
(End of this chapter)