Mei Bang Clothing: New Plan O2O Investment Shrank By 80%

The United States and costumes (002269), which have dropped 9 billion plans, will have to return to reality. After the market price and fixed price increase have been suspended for a long time, the United States will adjust the plan for 21 days, reduce the additional price and increase the number of shares, and raise the amount of fund-raising to 4 billion 200 million yuan.

What is not so good is that yesterday's closing price of 6.17 yuan is not far from the new fixed price increase of 5.94 yuan.

It is also necessary to note that the o2o plunge from 6 billion to 1 billion 200 million yuan. The analysts pointed out that in the pformation of the US state, they frequently suffered setbacks, and their performance continued to decline, showing their own problems. They should be more cautious about their O2O prospects or pformation.

And approaching the fixed price increase after downgrading.

On the 21 day, the US bond dress announced that it would adjust the fixed increase plan issued at the beginning of July. The number of issuance will be reduced from no more than 1 billion 90 million shares to less than 710 million shares. The issue price will never be less than 8.28 yuan / share, and will be reduced to no less than 5.94 yuan / share; the total amount of raising money will never exceed 9 billion yuan, and the cost will be cut to no more than 4 billion 200 million yuan.

As for the reason, the United States State clothing in the announcement generally said, "considering the capital market situation and the company's own actual situation and other factors, in order to ensure the smooth operation of the company's non-public offering, we need to adjust this non-public offering plan properly."

After the introduction of the July increase plan, the price of Smith Barney apparel has been lower than the issuance price for a long time.

In August, the price of Smith Barney rose to about 12 yuan, and it went down all the way. At the end of August, the stock price has been running below 8.28 yuan, and in September, it has been out of the low level of 5.04 yuan.

On the first trading day of the announcement above, the US stock price closed at 6.87 yuan, far lower than the 8.28 yuan increase price in the original plan.

For this reason, many investors are also worried. On the interactive platform of the Shenzhen Stock Exchange, they have repeatedly raised questions about whether or not the market price and fixed price will be reversed.

In November 9th, a reply by Mei Bang clothing also suggested that the company might act on the fixed increase. "In view of the current situation, the company will communicate with sponsors and regulators on the issuance of the additional projects."

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Liu Yunfeng, a senior market personage, told reporters yesterday that if the market price is lower than the fixed price for a long time, the above mentioned companies will be blown up almost predictably. Such cases can be found everywhere in July.

Unless for various reasons, the company attaches great importance to the fixed increase and is willing to lower the fixed price increase.

Of course, lowering the fixed price will also have an impact on market confidence or stock price.

On the first few days after the adjustment of the US state dress adjustment plan, the company's stock price went up for a day and then even fell, plus the 27 day A shares fell sharply, and the American bond clothing dropped 9%, from 20 yuan closing 6.87 yuan to 27 yuan closing 6.17 yuan.

That is not far from the adjusted increase of 5.94 yuan.

An investor said with concern after yesterday's close, "the company has just adjusted the fixed price increase. In recent days, the share price has been plunging. Today it has fallen by 9%. The closing price is 6.17 yuan. It is not far from 5.94 yuan. It will not happen again.

Zhou sum company must find a way. "

O2O investment shrink 80% behind

The public securities daily and Caixin network visited the fixed increase plan before and after the adjustment, and noticed that the most important project of the original plan was the construction of O2O's all channel platform to become a O2O multi brand sales platform, and the amount of investment raised was amazing. The original plan 9 billion invested 6 billion yuan in the fund-raising, and now it has dropped to 1 billion 200 million yuan, only the original 20%. The total investment has plummeted to 1 billion 591 million yuan from the 6 billion 788 million yuan of the original plan.

What's behind this cut?

Public information shows that the United States did not enter the top ten list of women's clothing brand paction index, and men's clothing ranked tenth after the end of Tmall's double eleven apparel sales ranking.

And A share clothing company Semir.

(002563) men's clothing was fifth. In 2014, Semir did not enter the top ten.

stay

Layout, in addition to the United States in 2013 to recall the electricity supplier platform shopping mall, the end of April this year formally launched the "fan" App, and are sold for multi brand.

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However, the United States financial report did not give state purchase, "fan" sales data.

Moreover, as early as December 2010, the state Bon network was formally launched, and less than a year later, the state purchase network was pferred to the majority shareholder. The reason is that the investment is huge and the financial risks are not controllable. The overall business performance and the interests of shareholders are hard to guarantee.

As for the "fan" App, on the line, Smith Barney once introduced thousands of people every day to voluntarily upload the fashionable interactive photo with "fan". This year's China Daily published the fashion social networking + shopping platform and promoted the popularity of online entertainment programs.

In addition, the authoritative Apple application download and analysis platform APPANNIE shows that the download level of "fan" App in Chinese life class applications is 250.

Even application stores show that there are only tens of thousands of downloads of "fan".

Previous public reports showed that the expectation of the US state dress to the state purchase was more than 4 billion yuan per year, and the expected income of the "fan" APP income was over 14 billion yuan.

Just recently, some investors also asked on the interactive platform of Shenzhen Stock Exchange: "your company is currently buying PC terminals, buying APP and having APP, so what is the significance of the company's going to so many platforms? How does the company integrate these three platforms? If so, how do you think about the marketing plan? If you want to become bigger and stronger, you will not see the relevant marketing plan. What is the construction of the big data center in the company? What is the market positioning of the company in the future in the field of electricity supplier?" (APP)

From the earnings report, the US bank's performance in 2013 declined, and this year's three quarterly loss was 177 million yuan. It is expected to lose 300 million -4.5 billion yuan in the whole year.

An unnamed listed brokerage

The researchers said that the United States lowered the price increase this time, reduce O2O input can also be understood.

Do you really need so much money to pform the Internet? Not necessarily. Many companies actually want to take the opportunity to raise more capital.

Moreover, we should note that although the environment is not very good, the US bond has been frustrated repeatedly in its pformation, and its performance has been declining, showing its own problems. We should be more cautious about its O2O or pformation prospects.

Yesterday, reporters on the increase, O2O and other issues call the United States dress, but no answer.