Dianping.com CEO Zhang Tao of sina science and technology on March 6th morning news ,the United States consumer review site Yelp last week, landing NYSE made good achievements, the domestic is focused on Yelp founded earlier than ,and the mode is more than Yelp for a plurality of dianping.
com .Dianping.com CEO Zhang Tao in connection with sina science and technology said ,Yelp listed on the public comment is a good news ,the masses comments on a later value may be Yelp+Foursquare+Groupon .
The United States consumer review site Yelp Friday landing NYSE ,the opening price of $22.01 ,lower than the issue price rose 46.7% ,closing price of 24.58 U.S. dollars ,up 9.58 U.S. dollars ,than the issue price rose 63.
87% ,in accordance with the closing price calculation ,Yelp value of about $1470000000 .This no doubt let depressed long already capital market excited .Although the mass point rating Yelp earlier founded ,but was looking for Yelp domestic models ,we will focus on the comments of the public body .
Huaxing capital CEO Bao Fan ( micro-blog ) in micro-blog on restaurant Yelp listed said , ,but the masses comments on a value far beyond Yelp .Zhang Tao also think so .Because the development up to now ,in fact, the public comments and Yelp patterns are not the same .
According to the Yelp results, advertising revenue is the important source for local businesses ,advertising solutions ,home perfect functions such as income, long-term accounts for its revenue more than 70% .
And the advantage of Yelp only online information ,does not capture the group purchase opportunities ,in the mobile phone terminal also suffer from the impact of Foursquare .Although the public comment from the beginning of 2007 is such a path ,income from a keyword search advertising ,electronic coupons ,brand promotion ,but in early 2010 the public comment begins to cut a group purchase and LBS business .
It is therefore, by virtue of to raise $100000000 .According to the Associated Press reported that ,spongebob car accessories,after one year, group purchase income accounted for 40% of the total income of public comment .
In the last round of financing when ,outside the dianping.com valuation of 1000000000 dollars .Zhang Tao thinks ,Yelp listed on the public comments it is definitely good news ,because of its single business could get $800000000 valuation ,public comment add group purchase and mobile fraction value certainly many .
Can so say ,the masses comments on future market value may be Yelp+Foursquare+Groupon .Currently the industry to the Foursquare valuation of approximately $600000000 ,Groupon is about $12000000000 ,according to Zhang Tao so counted down ,the masses comments on valuation will reach a staggering $14000000000, it could really happen ?Following Zhang Tao :Memoir of special interview of sina science and technology :you think Yelp what ?Zhang Tao :Yelp in providing information to a user has done very well ,this is the most valuable thing .
But the Yelp group purchase business did not seize the opportunity, then in the mobile Internet has entered late .In addition ,Groupon and Foursquare in these two areas of the Yelp are formed very big impact .
Sina science and technology: Yelp will be involved in all aspects of life ( including public services ,such as a church ,government agencies and other ) ,but China is perpendicular to the restaurant field .
Do you think what fields will have larger development space ?Zhang Tao :as the local consumer platform ,idle away in seeking pleasure whether in the present or the future will be the absolute mainstream .
Yelp is the same, it is the main consumer information ,public service that is only part of extension .I think the latter impossible also has great growth potential .Sina science and technology: you said before the Yelp value has been underestimated ,interior car accessoriesMan was stabbed to death at the trial game account theft network requirement,it is capital is not too optimistic ,Wall Street is sometimes less understanding of the Chinese market ,it will affect the future of the masses comments on a IPO ?Zhang Tao :to build a truly local consumption platform ,hello kitty car accessories set,providing information ,provide preferential and mobile services are the three block .
Investors must see that ,while Yelp lost behind the two part ,this affects the capital market to its valuation size .In fact, Yelp is not low ,but its single information platform model which simply can not become a fundamental local consumer platform .
This will allow investors to its future price movements are concerned .In my opinion ,to become a local consumer platform on this thing, Groupon and Foursquare likelihood of success than Yelp large number .
Sina science and technology :you think Yelp on Chinese restaurant site of positive significance in? What is worth to learn? Zhang Tao :Yelp missed the mobile business and group purchase opportunities ,so that it can draw lessons from is the main information with regard to .
Information platform is the core of the community ,and the Yelp in community management to do very well .For example, it will be in every city set up a community manager ,organize activities under the line .
I think it is worth learning .Yelp can be listed for public comment it is definitely good news .Because like its single business to be able to receive a $800000000 valuation ,public comment add group purchase and mobile fraction value certainly many .
Can so say ,the masses comments on future market value may be Yelp+Foursquare+Groupon .Sina science and technology: now the mass is Yelp+Foursquare+Groupon mode ,but neither group purchase or LBS ,is a passion became gloomy ,even without too much profit model ,how do you look into these two fields ?Would like membership card as the failure products ?Zhang Tao :mobile business gather and control user ,profit finally must return to the information service .
That is to say ,to the business community to provide accurate marketing services to achieve profitability .Sina science and technology: you think the restaurant market situation how? The masses comments on what are the challenges ?Zhang Tao :company before joining the group purchase and mobile business face greater pressure on management and innovation .
Group purchase partly related to the supply chain ,logistics and many other line segment, so the company has a corresponding promotion .Mobile Internet as the new patterns emerge in an endless stream ,so that the company rhythm and innovation have higher requirements .
Sina science and technology: Yelp reviews website prior to listing will receive part of the business of the complaint ,and even check evidence of both parties at court .Appear on the market to upgrade the company would help? How do you see the reviews website common litigation ?Investors and analysts don worry about this problem ,false comments ,reviews deviation is the whole industry in a very small part of .
For restaurant website says ,the evaluation accuracy is the most important .We will also deal with some irregular users ,not on what effect the business main body .( Cui West Yun Fang ) to share: > ;Yelp reports :high price is refers to the unstable foundations :lack of better profit pattern of Yelp stock rose 64% Internet enterprise valuation high hot Yelp listed :shops commented pattern of capital market template Yelp listed on the first day, $24.
58 lower than the issue price of 64%Yelp CEO IPO vision of Rose : I hope become localized Amazon USA review site Yelp: Reviews gross exceeds 25000000 micro-blog recommended sina science
没有评论:
发表评论