Hot events: On July 25, Wanda Group, which has frequently reduced capital recently, was accused of continuing to sell Wanda Plaza after transferring 91% of the equity of 13 cultural and tourism projects and 77 hotel assets.

by Ding Mengpei

Hot discussion event: On July 25, Wanda Group , which has frequently reduced investment in , was accused of continuing to sell Wanda Plaza after transferring 91% of the equity of 13 cultural and tourism projects and 77 hotel assets. This has attracted widespread attention from the society, and there are constant suspicions and many different opinions about the reasons behind Wanda's series of behaviors. The Weibo data of "Wanda Plaza Sale" 2017.7.25-2017.7.28 was extracted, with a total of 5,516 entries, and a word cloud sketch was drawn:

A

A

most of the negative comments, among which "movie", "film and television media", "platform", "light assets", " Li Ka-shing ", "on-stop" and other keywords are the keywords.

B

What happened recently, Wanda movie is about to stop; the voice of movie fans, where will the invested movie go? The choice is limited, and the film market may be more monopoly; "Break the local tyrants and divide the land", unexpectedly, the market storm, everything may be just a "small signal"; it is recommended to reduce positions and clear positions, and do not step on the minefield.

C

voluntarily applied for suspension of trading, the market was too sensitive and there was no major risk; analyze the reasons, make a comeback, and acquire Wanda Film and Television Media for the second time; the vision is long-term, and the purpose is very obvious, acquire "Legend", invest in "Bona", develop the entire Wanda Film Industry industry chain, and gradually establish a film and television ecosystem.

D

Regenerate rumors, continue to sell assets, and sell Wanda Plaza; it is suspected of being eager to cash out and invest overseas; the prelude to the storm, slander Wanda, transfer assets, and face bankruptcy; it is not that pessimistic, the transformation of real estate developers is not a crisis but an opportunity; the "richest man" raised by the "down payment" paves the way for returning to A-shares.

E

publicly responded that the so-called sale is purely a misunderstanding; "lightly equipped" and seeking future development, "light assets" and "de-real estate"; use "selling" to support "rental", responsible for construction and management; has been working hard and never giving up; self-satisfied, false alarm, lack of in-depth understanding, will be caught off guard and panic.

F

Wanda frequently has headlines, based on weekly units, not relying on internet celebrities or Sicong; teasing, why bother Wang Feng, "a difficult headline road"; praise Li Ka-shing, unparalleled, great wisdom, and withdrawing investment in real estate, the path is very obvious; the general trend is to push Wanda, the same path.

G

Photos less brick , build more walls; lean camels are bigger than horses , you can only be envious and anxious, jealousy is rampant, and hatred of the rich becomes ill; the movie stocks hit the limit, and the loss of 4 billion in half a day is downplayed, goes away with the wind , "happy"; the capital case is only you; "turn the car around", and buy and sell at will.

A-G

Conclusion: Every step is done, but I don't understand...