Decision reference: Ali official website update leadership team page; Lu Jin proposed to apply for listing in the United States; National Day box office nearly 3.7 billion yuan; Baidu launched a new independent video app Baidu to see
1、Cineworld, the world's second-largest cinema operator, is considering closing all UK and US cinemas
Event.Cineworld, the world's second-largest cinema operator, said on Sunday it was considering temporarily closing all of its cinemas in the US and UK, but had not yet made a final decision, as coronavirus continued to put pressure on the film industry.
2, Ali's stake in Dufry, the world's largest duty-free company: 10% of the shares and the Chinese joint venture
Event.Swiss travel retail giant Dufry has offered to raise no more than 700 million Swiss francs ($763 million) by raising capital, according to media reports.Alibaba.will be involved. Alibaba agreed to buy no more than 9.99% of Dufry AG shares. The two companies will also set up a joint venture in China to combine Alibaba's digital capabilities and network with Dufry's travel retail business in the market. DUFRY is the world's largest duty-free retailer, headquartered in Switzerland, employs nearly 36,000 people and operates in more than 65 countries and territories around the world.
3Facebook adds shopping for short video app Reels
Event.: It is reported that later this year,FacebookInstagram, its photo-sharing platform, will monaize its shopping tests with its short video feature, Reels. Meanwhile, from Monday, Instagram will add shopping to its long video platform, IGTV. Analysts said the addition of shopping features to Reels was to compete with TikTok. Instagram pioneered the short video feature Reels in Brazil last November, in France and Germany in June, and then in India. Instagram Reels is highly similar to TikTok, allowing users to make and share 15-second video clips. In July, it was reported that Facebook would launch Reels in the United States and more than 50 other countries, challenging TikTok.
4Cowen: Apple's digital payments business is undervalued by revenue of $2 billion or more in 2022
Event.Krish Sankar, an analyst at Cowen, an investment bank, said:apple.The company's digital payment business is undervalued. Analysts expect the digital payments business to becomeapple.The company's next multi-billion dollar business will have revenues of more than $1 billion this year and then "rapidly" exceed $2 billion by 2022.
5, Ali's official website update leadership team page Jack Ma removed from the board of directors list
Event.: 6 news,Alibaba.Jack Ma has been removed from the board of directors following an update in the "Leadership Team" section of the Group's official website. Alibaba's board of directors includes directors Zhang Yong (Chairman of the Board), Cai Chongxin, Wu Wei, J. Michael Evans, Jing Xiandong and Kabir Misra, as well as independent directors Dong Jianhua, Guo Deming, Yang Zhiyuan, E. Börje Ekholm and Wan Mart Linello, alibaba said in a statement on the Hong Kong Stock Exchange on September 30.
6B station next year to Hong Kong secondary listing of up to 1.5 billion U.S. dollars
Event.On October 6th two people familiar with the matter said they had been in the companyNasdaq.Listed China Video Platform"Beep(Nasdaq: BILI) is pushing ahead with its secondary listing, which is expected to raise up to $1.5bn in Hong Kong next year. Station B declined to comment on the secondary listing in Hong Kong.
The B-station App came in second place in the China App Store rankings after a long vacation that aired in "The Rapper's New Generation" and "The Wind Dog Junior's Sky." The 16-episode youth drama, co-production by Station B and Joy Media, also aired two weeks later, with more than 100 million episodes. This is the first time that a domestic drama has been broadcast exclusively on Station B instead of You Aiteng. And through investment, equity or joint production of the way to bet on content, it is clear that the proportion of gold to buy copyright is more realistic. For the platform, to invest in production companies, participate in the upper reaches of the industrial chain, in order to master the content bargaining power.
7Lu Jin intends to apply for listing in the United States Ping An Group shares 42.3%
Event.On October 7, Lufax, Ping An's wealth management platform, formally filed a prospectus (FORM F-1) with the Securities and Exchange Commission seeking to list on the New York Stock Exchange under code LU, with a tentative capital raising of $100 million. In 2019, Lujin's total revenue was Rmb47.8bn and net profit was Rmb13.3bn, while in the first half of 2020 it was Rmb25.7bn and net profit was Rmb7.3bn, according to financial figures disclosed in the prospecto.
8Sensor Tower announces the world's top mobile app revenue TOP10 for September 2020
Event.: On October 7th, Sensor Tower Store Intelligence data showed that in September 2020, TikTok and overseas versions of TikTok attracted more than $130 million in global App Store and Google Play, 7.9 times more than last September, and again topped the global mobile app (non-gaming) revenue list. Of these, about 89 per cent came from China's version of Jiyin, with the US second-largest market contributing 6 per cent and the Turkish market third at 1 per cent. YouTube came in second with nearly $85.5 million in revenue, up 56% from a year earlier.
Anxin Securities has previously researched and combed, jitters have four major realisation channels: advertising, e-commerce, games, members (film, education, live broadcast, etc.). Among them, the logic of advertising realization has been fully recognized by the market, accounting for the highest proportion. According to in-industry research, jiyin 2020 advertising direction is expected to revenue 90-100 billion yuan (2019 estimated 60 billion yuan), e-commerce direction is expected to draw at least 6 billion yuan, game distribution is expected to revenue of about 10 billion yuan. In the future, e-commerce cashing will take advantage of the rise of live belt goods, take the lead in rapid release, game cashing, has been in-depth layout but still need time to cultivate, film and television realization (member) logic is relatively weak, still need mainstream film and television content production company support.
9Baidu launched a new independent video app Baidu to see
Event.Tech Planet was exclusively informed that Beijing Baidu Netsign Technology Co., Ltd. launched an app called "Baidu Look", its product positioning is to share life, explore the world of comprehensive video recommendations and video search platform. By comparing with "mobile Baidu" can be found that this product in addition to the content of the presentation form is mainly video, other such as Slogan "something to search, nothing to see", as well as LOGO and mobile phone Baidu's configuration is basically the same. "Baidu look" can be seen as a "mobile phone Baidu" sister version, but the direction of development is more vertical, more attention to video content rendering and extension, industry analysts believe that Baidu look at the emergence of Baidu can be seen as a further extension of its core search advantages, but also through the app to explore the model's ability to cash out.
10National Day box office nearly 3.7 billion yuan for China's film history National Day box office second
Event.China's film box office from October 1 to 7 was about 3,696 million yuan, the second-highest grossing domestic box office in China's film history, according to data released by the State Film Office on Oct. 8. Among them, "Me and My Hometown" "Jiang Zi Tooth" "Winning" ranked in the top three box office.
11The U.S. House of Representatives released an antitrust investigation report by the big four tech giants
Event.After more than a year of investigation, the U.S. House of Representatives Antitrust Committee recently released a report on the matter, foreign media reportedAmazon.、Facebook、apple.And.Google.Investigations into whether the big four technology companies violated antitrust laws. The report argues that all four tech giants have abused market power and called for measures such as splitting up, restricting mergers and acquisitions, and banning self-interested trading that impedes competition. The more than 400-page report shows that the big four tech giants abused their market power by charging extra fees, setting tough contract terms and gathering useful information from individuals and businesses. However, the report merely indicates that these companies are abusing market power and does not call them monopolists. The report points out that Google has a monopoly on the search business and Facebook has a monopoly on social networks. Amazon and Apple have "enormous and enduring market power" in the online retail market, mobile operating systems and app stores, respectively.
12, digital RMB red envelope appointment online future application positioning to be clarified
Event.: October 8 evening, "Shenzhen."Weibo.In order to promote the construction of Guangdong, Hong Kong and Macao Bay Area, combined with the local policy of promoting consumption, the Shenzhen Municipal People's Government recently jointly with the People's Bank of China to carry out a digital RMB red envelope pilot. The pilot was funded by Luohu District of Shenzhen, which distributed a certain amount of funds by drawing lots in the form of digital RMB red envelopes to individual digital RMB wallets in Shenzhen. Applicants can make an appointment from 9 to 11 October at 8:00. The red envelope will be available for consumption without thresholds at 3,389 merchants who have completed the transformation of the digital RMB system in Luohu District from 18:00 on 12 October to 24:00 on 18 October. It is reported that the event for individuals in Shenzhen issued 10 million yuan "courtesy Luohu digital RMB red envelope", the amount of each red envelope is 200 yuan, the total number of red envelopes 50,000.
13Google may turn YouTube into a shopping platform to target Amazon and Ali
Event.Google is turning its video site, YouTube, into a shopping platform, making it an e-commerce platform for Amazon and Amazon, Bloomberg reportedAlibaba.competitors. People familiar with the matter said Google's move was aimed at turning a large number of videos on YouTube into a huge catalog where viewers could browse, click and buy directly.
14, U.S. Group Review: The company officially changed its name to "U.S. Mission"
Event.On October 9, the U.S. Mission Review announced that the company's English name had been changed from "Meituan Dianping" to "Meituan" and that it had adopted the Chinese name "Meituan" as the company's dual foreign name to replace its existing Chinese name, "Meituan Review", effective September 30, 2020.
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