Tencent's "Clear Clear Reduction"!Yu Minhong: Some institutions dig people and send a share to Dong Yuhui

Last Friday fell 12.59%, and today New Oriental Online fell 32%again.

In just one month, New Oriental Online, which has skyrocketed 10 times, the stock price began to fall. Prior to this, a number of foreign banks staged a "victory escape". The documents of the Hong Kong Stock Exchange show that Tencent also reduced its holdings last week, and the holding of the shares dropped from 9.04%to 1.58%, and cash more than HK $ 700 million.

On the other hand, the popularity of the "Oriental Selection" of New Oriental's "Eastern Selection" is not reduced. The topic of "Yu Minhong confirmed that some institutions dig into Dong Yuhui" rushed to the Weibo hot search list, "Yu Minhong gave Dong Yuhui awarded the special award of the chairman of the chairman" and continued to rise, Yu Minhong also said, "It is necessary to send a share to Dong Yuhui."

Source: Network

Tencent reduced holdings

New Oriental and New Oriental Online stock prices have fallen significantly recently.

According to Wind data, as of the close of June 20, New Oriental Hong Kong stocks have fallen for three consecutive trading days, and have fallen 11.30%on three days; New Oriental Online has lowered two consecutive trading days in a row, with a cumulative decrease of 40.63%in two days.

It is worth noting that the current stock price of New Oriental Online is reported at HK $ 16.98, which is close to the chopping of the 33.15 Hong Kong dollars on June 16.

Source: Wind

According to the Hong Kong Stock Exchange, Tencent Holdings sold 35.6125 million shares of New Oriental Online on June 15, with an average price of 9.6168 Hong Kong dollars. On June 16, 38.9914 million shares were sold, with an average price of HK $ 9.6755. Tencent was cash out 342 million Hong Kong dollars and 377 million Hong Kong dollars, respectively, with a total of over 700 million Hong Kong dollars.

According to the data of the same flowers, before reducing holdings, Tencent is the second largest shareholder of New Oriental Online, holding 90.4162 million shares, holding 9.04%of the shareholding; The proportion of shares.

It is worth noting that Tencent's sale of New Oriental Online shares on June 15-16, just when New Oriental Online's stock price rose sharply. From the 17th, New Oriental's online stock price fell rapidly.

In addition to Tencent, a number of foreign banks including Citi Bank, Morgan Chase, Morgan Stanley, and HSBC Bank have recently reduced their shareholdings on New Oriental Online.

According to the data of the Hong Kong stock market statistics, Morgan Stanley reduced its holdings of 35.3145 million shares and 36.689 million new Oriental Online shares on June 15 and June 16. HSBC reduced its holdings of 3.6665 million shares and 7.0171 million shares on June 14 and June 15, respectively. Morgan Chase reduced its holdings by 15.4504 million shares on June 17.

In addition, the investment banks such as Citibank, Faba Securities, and Yongli Securities reduced their holdings on New Oriental Online shares on the 16th or 17th, with a reduction in holdings less than 10 million shares.

Source: Wind

"Send a stock to Dong Yuhui"

The popularity of the "Oriental Selection" live broadcast room is not ascending, and the topics of New Oriental will again appear on the hot search list today.

On June 20, a reporter from the China Securities Journal saw on the Weibo hot search list, "Yu Minhong confirmed that some institutions to dig Dong Yuhui" rushed to the hot search second, and "Yu Minhong issued the special award of the chairman to Dong Yuhui". continuously rising.

Source: Weibo

New Oriental founder Yu Minhong announced in the live broadcast on the 20th that recently awarded the special award of the chairman to the recent popular anchor Dong Yuhui. In the previous live broadcast, Yu Minhong once said that he would "send a share to Dong Yuhui", but it did not explain the corresponding amount and cash value of a specific shares.

According to Wind data, as of the close of June 20, the stock price of New Oriental Hong Kong stocks was HK $ 15.86, and the stock price of New Oriental Online was HK $ 16.98; as of June 17, the US stock closed, and the New Oriental US stock reported US $ 21.57.

As soon as the former director of the Bank of America Meilin Investment Bank, the former senior vice president of JD Group asked, "Just give it!" But some netizens said that it might be 1%, and some shareholders believe that Yu Minhong is a joke.

Source: Weibo

If it is a 1%equity, it corresponds to 18.67 million shares, currently worth HK $ 295 million.

Source: Weibo

Monthly salary 20,000 to 40,000 yuan recruitment

After the transformation of live broadcasts and the fire, New Oriental has begun to expand team resources. The reporter saw on the recruitment platform that Oriental selection is recruiting brand directors, bilingual anchors, English anchors, cargo teachers, new media operating managers and other posts, and the monthly salary treatment gives is generally 20,000 to 40,000 yuan.

Industry insiders said that at present, Oriental selection has been among the head accounts of the live broadcast, and its anchor salary is also the top salary in the industry. New Oriental may further penetrate the e -commerce live broadcast industry.

Yu Minhong revealed in the live broadcast of June 20 that he was not in a hurry to make the live broadcast room bigger. He also said that there are indeed institutions to dig them (Dong Yuhui et al.). Do not want to turn them into a tool for making money in New Oriental, but hope that they can really grow up.

CITIC Securities stated in the June 19 report that the selection of Oriental has basically established an operational inflection point, and has the ability to further expand its scale. However, it also reminds that New Oriental Online has a short time due to a turnaround, and the stock price has risen more from the bottom, and there is a risk of decline.

On June 17, China Merchants Securities released a research report, which was neutral for the offline rating of New Oriental. The reason is that the current valuation is too aggressive.

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