Time of Beijing of dispatch of sina science and technology on May 18th before dawn message, observers say, hedge fund Third Point CEO Daniel Loeb ( Daniel Loeb ) to become director of Yahoo! Will promote more cautious strategy, which on the one hand is to focus on promoting Alibaba ( micro-blog ) group listed.
Because Third Point in Yahoo! Internal struggles to win, increasing speculation that the new board of directors, Yahoo! Will accelerate the sale of assets in Asia, especially the most valuable Alibaba group company. But observers say, Loeb will carry out more cautious strategy, one of which is focused on Alibaba group listed.
Yahoo! Owns a 42% stake in Alibaba group, in a proxy fight during movement, Third Point will Alibaba group as " one of the most valuable global Internet Co ", valued at approximately $35000000000 in potential.
In fact, the outside thinks, including Yahoo! Japan shares Asian assets worth more than the Yahoo! Core business, its core business market is now Google ( micro-blog ) and Facebook match rule. Yahoo! And Alibaba also the relationship between because once the share dispute confront each other with daggers, as everyone knows, Alibaba CEO Jack Ma ( micro-blog ) hope to take back Yahoo! Hold most of the shares, but not all.
But now the Ma can be represented at the conference at Yahoo! Will talks about stock repurchase, but Yahoo! Investor Eric Jackson ( Eric Jackson ) thinks, should not be anxious to Alibaba on Yahoo. Jackson had previously supported the Third Point proxy fight.
" The sale of Alibaba group company like you has a 40% stake in Facebook, and then to the $30000000000 valuation all sell, while Facebook is now valued at $100000000000, " Jackson said, " this will be the biggest mistake of Yahoo Corp. "
Jackson proposed a compromise, that is Yahoo! Will be part of the stake to Alibaba, but need to ma give clear IPO ( initial public offering) schedule. " You will get the exact Yahoo! Shares valuation, and more importantly, you'll get Ma Yun IPO date commitment. "
Wholesale money market Broker's Firm BGC Partners analyst Colin Gillis ( Colin Gillis ) that Jackson, the scheme can solve the problem of the interests of both sides. Yahoo! " Part of their shares to Alibaba in exchange for the latter may be IPO, thus, Yahoo! Actually still has the ' substantial assets '. "
Analysis of market mechanism the International (Susquehanna ) ( Herman Leung analyst Herman·Liang ) said: " Yahoo! Needs to be part of the shares sold back to Ma, so that the latter decided in the next 1 years, 2 years or 3 years the choice of listed. You must let MA content to obtain sufficient share. "
In fact, Ma had hinted at such a deal in June last year, he sent to staff e-mail said: " our interests and the interests of electronic commerce industry and the increasing scale of consistent, so we could not be ruled out in the future to have the possibility of listing Alibaba group, because this is on the support and trust of our employees and shareholder returns. "
The insider says, Yahoo! Alibaba group and the negotiations between the internal change and rupture not because Yahoo. Yahoo!, Alibaba has yet to comment. ( Music )