專欄詠竹坊

Weimob shops breakup plan, but investors aren’t buying it
高估值嚇窒投資者 微盟分拆股價急跳水

The e-commerce services provider said it is exploring a spinoff for its marketing services arm, with plans to list it separately on China’s A-share market
這家電子商務服務提供商表示,正計劃分拆旗下行銷服務的公司在中國A股市場上市。

First it was Baozun (BZUN.US; 9991.HK) that made a major strategic shift with a major move into brand management, launched by its 2022 purchase of U.S. retailer Gap’s (GPS.US) China operations. Now, China’s other major e-commerce services provider Weimob Inc. (2013.HK) is conducting its own major shakeup. But unlike Baozun, Weimob is thinking small with its newly announced plan to break itself up into its two major pieces.

先是寶尊電商(BZUN.US;9991.HK)作出重大戰略調整,通過2022年收購美國零售商Gap(GPS.US)的中國業務,進軍品牌管理領域。現在,中國另一家主要電子商務服務供應商微盟集團(2013.HK),正在進行業務重大調整。但與寶尊電商不同的是,微盟集團是從小處著手,最新公佈的計劃是把自己分拆成兩大板塊。

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詠竹坊

詠竹坊(官網鏈接)提供在香港和美國上市的中國企業相關新聞,重點關注中小企業和籌備上市的公司。

Bamboo Works (official website) provides news on Chinese companies listed in Hong Kong and the United States, with a strong focus on mid-cap and also pre-IPO companies.

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