股价跌了99%后,20亿的果断投资让孙正义成了阿里爸爸的“爸爸”

时间:2019-07-23 来源:www.artfound.net

On June 24, Sun Zhengyi first responded to his ARM and did not stop cooperation with Huawei, causing discussion among netizens.

In the June 28《万悟声》program, Softbank Chairman Sun Zhengyi recalled that he became the world's richest man in three days, which also caused a great uproar.

When the Internet revolution 20 years ago, Sun Zhengyi used Bill Gates to become the richest man in the world in three days. At that time, his personal wealth rose by 10 billion US dollars in one week. But this wealth comes quickly and goes fast. After that, Softbank's share price fell 99% in 1 year, its market value fell from 200 billion US dollars to 2 billion US dollars, evaporating 99%.

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While Sun Zhengyi has more personal debt, he chooses to challenge again. Just when the market value of Softbank fell to the bottom, Sun Zhengyi chose to buy shares in Internet companies. He bought a third of Amazon's stock, and invested 2 billion yen in Alibaba when the money was basically evaporating. Sun Zheng said that it was a lucky thing for him.

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"25 - 4=9", right? For Billionaire Sun Zhengyi, this interesting mathematical formula is not as simple as addition, subtraction, multiplication and division. The deep meaning is that this big repurchase of Softbank will reduce the value of its assets by 25 trillion yen by 4 trillion yen. Debt, far exceeding the market value of its 9 trillion yen.

Sun Zhengyi has long believed that Softbank's share price does not reflect the value of its business and investment. Over the years, he has been trying to make up for this gap.

xxAccording to Japanese media reports on February 7 this year, Sunsoft Justice, the founder of Softbank Group, announced a company stock repurchase program on Wednesday, the company's market value surged about 1.88 trillion yen ($17 billion) overnight, and its The amount of shares repurchased is about $5.5 billion, less than one-third of the company's market value growth. According to Sun Zhengyi’s own shares, his net worth has also increased by about $5 billion overnight.

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This is the biggest repurchase in Softbank's history. The company plans to repurchase up to 600 billion yen in shares from today until the end of January next year. As of Thursday afternoon, Softbank’s share price in Tokyo soared 17%, the biggest gain in a decade.

In addition to the great success of this stock repurchase, Sun Zhengyi has been in the past. In 2016, he announced that the Tokyo-based company would repurchase up to 500 billion yen in stocks, which allowed the company's share price to reach its upper limit the next day, doubling its share price in the following year.

It is reported that Sun Zhengyi’s money for repurchasing stocks came from Japanese investors. The repurchase funds came from the huge amount of 2.4 trillion yen IPOs that the company’s telecommunications department had in December last year. Although Softbank's share price has risen 36% this year, its telecom sector's share price is still 12% lower than the 1,500 yen issue price.

Most of Softbank's assets are in 12.5 trillion yen in Alibaba, 600 billion yen in Sprint and Yahoo Japan. Because of this, Sun Zhengyi has been paying more attention to the $100 billion Vision Fund and its portfolio, including Uber Technologies Inc. the world's largest taxi software company, and WeWork Cos, a shared office giant.

xx得益于估值的增长,截至12月31日的这个季度,Vision Fund和软银旗下Delta Fund的利润增长了两倍多,达到1,760亿日元。愿景基金已成为过去一年收入的主要贡献者。虽然回报很难预测,但孙卫平承诺每年会退出几家公司。今年,投资者有望从Slack Technologies inc。和优步(Uber)今年的上市计划中获得意外之财。

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孙正义以目光长远而着称,这种长远不是几年,而是几十年0.19岁的时候他就坐下来写下了自己的人生规划,规定到60岁,也就是现在的年龄的时候,他。就要开始寻找继任者不过现在他说自己还没有为坐在后座做好准备,而是给软银制定的愿景延伸到300年后,这已经远远超过了他的自然寿命,这家公司在一份幻灯片中勾勒了未来300年的蓝图。

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而去年10月沙特阿拉伯公开杀害持不同政见的记者贾迈勒?哈苏吉(Jamal Khashoggi),这一骇人听闻的事件震惊了科技界,也给软银及其愿景基金带来了巨大压力。毕竟沙特阿拉伯的公共投资基金(PIF)是软银最大的LP,承诺投资450亿美元。

XXSun Zheng的Softbank公司声称拥有300年的愿景,其核心理念理论上推动了其1000亿美元的远景基金投资。在关于这个300年计划的演讲中,Sun Justice专注于克隆,人类预期寿命200年和心灵感应等技术。到目前为止,Vision Fund已经在Uber,Didi Dash,DoorDash,Fantics,Flexport,Grab,Lemonade,OpenDoor,SoFi和WeWork等创业公司投资了约800亿美元。由于该基金是在孙正义的“愿景”的基础上建立的,因此被命名。

总的来说,300年计划的想法非常疯狂,就像要求生活在1719年的人们预测今天的情况并每30年重新预测一次。这是一个有趣的练习,但这很荒谬,也许只有“疯狂”才能做到这一点。但软银执行合伙人Jeff Housenbold曾经说现实生活就像这样。他说:“我不担心在两到三年内退出,只关注7到10到15年内最大化收入。”

科技界有很多人强烈要求孙铮在未来拒绝从沙特阿拉伯注入资金,但这种情况对孙正义来说非常困难。原因很简单:世界可以注入数百家支持高风险技术投资的公司。拥有数十亿美元的黄金业主并不多,而这位黄金业主愿意主动忽视软银的巨额债务和生存风险。

所以软银面临着艰难的选择。它可以有钱,但它需要从讨厌的人那里获得金钱。当然,这可能不是问题。毕竟,沙特阿拉伯也是硅谷最大的投资者。或者,软银可以选择放弃并试图寻找另一家LP公司来取代沙特阿拉伯的巨额财务承诺。如果2019年软银远景基金投资创业公司的首次公开募股表现强劲,那么Sun Justice可能会在沙特阿拉伯境外找到更多的合作伙伴并筹集更多资金,但如果事情朝着另一个方向发展,那么愿景下一次筹资的基金应该如此仍然以沙特阿拉伯为基础,或者根本不会筹集资金。

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当高中毕业后三周内被问到孙铮是怎么做的时候,他承认他实际上是想赶上他两岁的女朋友,并尽快进入大学。花了三个轴后,他完成了所有课程并通过了入学考试。

同样,Sun在新经济领域的投资也非常激进。有传闻说,为了说服日本政府开放宽带市场,他已经用打火机和汽油冲进了内政和通信部,要求官员与他们谈判。 2006年,软银收购了日本第三大电信运营商沃达丰日本,并进入了手机市场。软银通过大幅降低关税迅速扩大其市场份额。

即使债务达数百亿美元,孙正义也不掩饰,但高杠杆继续进入人工智能。 2017年7月,孙铮斥资243亿英镑(合约320亿美元)以43%的溢价收购英国芯片设计公司ARM。这也是为什么孙正义支持贾跃亭的消息听起来“不可靠”的原因。孙正收购ARM的钱已经是出售“现金奶牛”的痛苦。他卖掉了一些阿里巴巴的股票。约10亿美元,他还出售了日本游戏公司GungHo股份。作为精明的投资者,这种宝贵的现金并不容易投资。

孙正义此次出售的阿里巴巴股票是他最赚钱的投资。 2003年,马云创办了淘宝网,软银中国给了马云仅剩2000万美元的基金。

中国的互联网产业与他有着千丝万缕的联系。新浪和阿里巴巴是孙正义的投资目标。据说孙铮决定只用6分钟就投资马云。事实上,孙铮本人对马云并不乐观,但中国软银团队坚称马云值得投资。

但无论如何,阿里巴巴最终成为了Sun Justice Investment历史上的一座纪念碑。阿里巴巴的美国上市创造了历史上规模最大的IPO记录。其发行价为每股68美元,上市募集资金为217.6亿美元,募集资金最高为250.2亿美元。根据阿里巴巴集团的IPO发行价,市值达到1748亿美元,成为美国资本市场上最高的上市公司之一,超过亚马逊的1500亿美元。

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16岁的孙铮决定在短期英语培训课程后去美国学习。在国外学习期间,他的学习生活费用是由他自己的发明赚来的。据统计,在他上学期间,他申请了250多项大大小小的专利,其中一项以1亿日元的价格卖给夏普。

根据公开信息,他是一个混合的日本人和韩国人,并于1990年正式加入日本国籍。孙铮在大富翁游戏中看起来非常像“A吐蕃”,但事实上,他是一个非常敏锐的投资者,他有留下了很多投资行业的投资。投资马云就是其中之一。有人称他为“马云父亲的父亲”。

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如今,软银的大部分资产都集中在成熟的公司,如阿里巴巴,Sprint和雅虎日本。正因为如此,孙正义一直在关注价值1000亿美元的Vision Fund及其投资组合,包括全球最大的出租车软件公司Uber Technologies Inc.和共享办公室巨头WeWork Cos。

由于估值增加,截至2018年12月31日的季度,远景基金和软银三角洲基金的利润增长了两倍多,达到1760亿日元。远景基金在过去一年中已成为收入的主要贡献者。

其中,印度的电子商务创业公司Flipkart的回归是最令人惊叹的。软银对Flipkart的25亿美元投资仅用了一年就实现了15亿美元的利润。 Flipkart可能是该基金今年最大的亮点,但它只是该基金无限发展潜力的一小部分。平安健康科技有限公司(简称平安健康)也已在香港联合交易所完成首次公开募股。

这些早期的胜利是积极的信号,但愿景基金的亮点将在明年年初上演,届时Uber,Slack和Didi等公司将逐一上市。如果投资回报率证明是有利可图的,那么第二远景基金的筹款可能很快就会到位。但是,如果市场形势冷淡,而且独角兽在上市方面存在严重问题,远景基金的未来仍然存在。