Wanda Is Expected To Become The Largest O2O Enterprise In China

In the light asset era, Wanda also needs financing, but compared to the past, the money is no longer included in Wanda's debt account, which can effectively alleviate Wanda's high debt ratio.

Last year, when Wang Jianlin went to Hong Kong to join Wanda Commercial real estate, he was questioned about his high debt.

At that time, after the exclusion of the accounts receivable, the debt ratio was still up to 49.4% (June 30, 2014 data).

The new policy of real estate investment fund (REITs) introduced last year provides policy background for Wanda to launch a light asset model.

Now, Wang Jianlin has designed two financing channels for Wanda's light assets development.

First, from external pipelines, such as funds, venture capital and other institutional investors.

Wang Jianlin disclosed that Wanda has already signed 25 binding projects with these funds, venture capital and other institutional investors. If Wanda needs it, it will soon be able to sign more than 100 items.

Two, from the establishment of internal financing channels.

Wanda has set up an e-commerce company, and has acquired fast money payment company, and will package Wanda Plaza through a series of financial products, crowd raising products and trust funds into investment targets.

It is reported that Wanda has already discussed the scheme of warrants trading center with two financial reform pilot areas. If successful, some financial products will have liquidity and realize asset securitization.

Wang Jianlin said that Wanda's financial products "really" invest in entities, which can generate "real" returns, with an annual return of around 6%.

Even if there are variables, such as 5 can not be securitization after -7, Wanda Plaza can also be sold at maturity, when commercial operation has entered a mature period, not to worry about, profits will be shared with investors.

The proceeds from the sale plus the annual cash receipts are expected to reach an annual yield of at least ten percent.

In addition, if investors are anxious to use money and want to quit halfway, Wanda has also talked about two financial reform pilot areas, setting up a warrant trading platform and a market maker system.

Wang Jianlin pointed out that buying Wanda financial products can be traded in a month, with liquidity.

And Wanda electricity providers, fast money also agreed with investors, in dealing with Wanda Plaza to get some benefits, so Wanda financial business companies can also be profitable.

What is worth the attention of ordinary consumers is Wanda's crowd raising products.

According to media reports, its initial amount is civilian price.

Although these products are still being tested, Wang Jianlin seems to be very confident and hopeful.

"If we succeed in Wanda's financial products, we can solve the investment in light assets projects, and maybe we won't rely on external investors."

The financial group, which has been identified as the fifth pillar industries of Wanda Group, has not officially appeared, and will play an important role in Wanda's light assets.

Some investment bank analysts believe that the business mentioned by Wang Jianlin is in line with the market's conjecture for Wanda financial group business, including investment management companies, financial companies and capital management centers.

The above mentioned financial products, public funding and other businesses are also likely to be undertaken by financial groups.

In the future, financial groups should not only shoulder the heavy responsibility of maximizing the efficiency of capital use, but also become the gold owners of their commercial real estate in the form of light assets.

In May 1, 2015, Wanda Group confirmed the news that Wang Jianlin spent more than 38 billion 100 million dollars over Li Jiacheng to become the new Chinese richest and richest in Asia.

It is reported that Wanda Group's A shares and H-share listed companies rose sharply, the key factor of Wang Jianlin's soaring price.

UBS analysts pointed out that the excellent performance of Wanda commerce and Wanda cinema in the capital market is mainly due to investors' repositioning of their valuation. Especially recently, after the fourth pformation strategy of Wanda Group from "heavy assets" to "light assets", the capital bottleneck of long-term Wanda business expansion will be resolved.

"Light asset model further optimizes the balance sheet, and the profit growth prospect is clearer."

Citibank said in the report.

In addition, the expansion of Wanda Commercial real estate business has attracted the attention of various investment banks.

Citibank also stressed in the report that Wanda Commercial real estate is different from the traditional commercial real estate developers, that is, "based on its" experiential "consumption based on a clear O2O strategy.

With the completion of the cloud computing center built by Wanda Group in Chengdu, and the completion of the WiFi infrastructure pformation of 103 Wanda Plaza in China, and the completion of the fast money payment system, the consumer ecosystem of the Wanda Group, which is built on the commercial real estate platform, has already taken shape.

"Light capital postpartum,"

The Internet plus has been well prepared.

The higher the number of stores, the number of passengers and the number of members, the higher the business value of "big members + big data".

Wang Yongping said.

And last year, Wanda acquired Internet financial companies fast money, is undoubtedly its layout.

The most crucial piece.

He Jiangbing, a financial commentator, said that Alibaba on the line is undoubtedly a huge advantage and there is no advantage under the line.

Wanda relies on the Wanda Plaza, which is located all over the country, and has an incomparable advantage.

"The bottleneck before Wanda is how to turn the advantages under the line into an online win. Online payment has become the biggest obstacle to Wanda O2O. Now, this obstacle is no longer available after the acquisition of fast money."

It is understood that before the merger of fast money into Wanda, electronic payment began to carry out the business of payment overlay marketing, providing one-stop member management solutions for businesses to integrate payment, marketing, integration and stored value card management, so as to help merchants effectively enhance customer stickiness and achieve precise marketing management.

He Jiang Bing pointed out that only with fast money to get through, Wanda can be regarded as the real consumer data of consumers, then it can push all kinds of consumption information to consumers according to their behavioral preferences and extend to the field of consumer credit.

The fast money has integrated payment platform and big data system, and the accumulated consumption data accumulated over the years will provide important support for Wanda electricity supplier to establish a large membership system and provide services for big data. It can provide Wanda with the most abundant payment tools and quickly realize the O2O closed-loop integration.

In Ma Yun's

In the Empire, Alipay has always been its trump card. Now, in the Empire of Wanda, fast money has filled this short board quickly.

He Jiangbing said Wanda integrated its own business partners.

Every year, billions of people travel online and fast cash company's existing retail, insurance, business, e-commerce and other 360 business partners, more than 200 financial institutions, it will become China's largest O2O business.