Market review this week
This week, the Hang Seng Index fell 1.20%, the Hang Seng technology index fell 3.16%, the Dow Jones industrial index rose 0.15%, and the NASDAQ index rose 3.12%. The e-commerce, Internet and education indexes all fell. Among the key Internet stocks, Tongdao Liepin (+ 12.37%), iqiyi (+ 8.63%) and Anker Innovations Technology Co.Ltd(300866) (+ 4.04%) led the gains.
Weiya was fined 1.341 billion yuan for tax evasion, and mango TV raised its member price
On December 20, the relevant departments made a decision on tax administrative punishment according to law on the anchor Weiya’s tax evasion of 643 million yuan and other underpaid taxes of 60 million yuan by concealing her personal income, fictitious business conversion and false declaration of the nature of her income from 2019 to 2020, collecting taxes, collecting overdue fines and imposing a total fine of 1.341 billion yuan.
On December 23, mango TV announced that it would adjust the price of mango tvpc mobile film and television members from 0:00 on January 2, 2022. Among them, the price of continuous monthly package will be increased by 1 yuan, the price of continuous quarterly package will be increased by 5 yuan, and the price of continuous annual package will be increased by 10 yuan. In addition, the price of monthly card and quarterly card will remain unchanged, and the price of annual card will be increased by 20 yuan.
Ali film released its annual interim report, and Tencent “dividend reduction” Jingdong
On December 20, Alibaba pictures released its annual interim report. In the first half of 2021, the company realized an operating revenue of 1.358 billion yuan (YoY + 46.56%), a gross profit of 623 million yuan (YoY + 77.53%), and a net profit attributable to the parent company of – 53 million yuan, which was warmer than the net profit attributable to the parent company of – 162 million yuan in the first half of 2020.
On December 23, Tencent announced that it would distribute about 460 million JD shares to shareholders in the form of medium-term dividend. After the dividend, Tencent’s shareholding in JD will be reduced from 17% to 2.3%, and it will no longer be the largest shareholder.
Investment advice
This week, Tencent distributed JD’s equity in the form of medium-term dividend. President Liu Chiping resigned as JD’s director. JD still maintained strategic cooperation with Tencent. Tencent took the initiative to adjust its investment layout, clarify the boundary, and actively embrace common prosperity, which will help to continuously resolve anti-monopoly risks.
Kwai TV first time to follow up the membership price increase, confirm the long video industry price increase new cycle judgment, Tencent Youku is expected to follow up, long video platform will gradually realize the business cycle, the video industry ecology is getting healthier, it is recommended to pay attention to the short video leader fast -W.
The CSRC issued the regulations of the State Council on the administration of overseas securities issuance and listing of domestic enterprises (Draft for comments), and vie structure enterprises that meet the compliance requirements can be listed abroad after filing, while Shanghai Shenzhen Hong Kong Stock Exchange and China Clearing reached a consensus on the overall scheme of integrating ETF into the subject of interconnection, The upgrading of the interconnection mechanism will help to further resolve the delisting risk of the subject matter of zhonggai Internet. It is suggested to pay attention to meituan-w, the local life leader wrongly killed by zhonggai’s emotion in the short term, the leader of the vertical track, the same way hunting, etc.
Risk statement
Geopolitical conflict intensifies; Drastic changes in industry competition pattern; Anchor tax review; Long term suspension of game version number, etc
