whip cow keeper reported that on February 24th, the East selected Douyin account flashed the oriental selection of the MCN logo, and then quickly disappeared, suspected to mean an important change in Oriental selection and goods.
Last night netizens screenshot, the East selected MCN logo flashes.
Today is empty.
After the Eastern Selection released its financial report on January 24, Yu Minhong, CEO of Oriental Selection, responded to the relationship between the Eastern Selection and Hui Hui, and the MCN attributes.
Yu Minhong said at the time:
Everyone knows that MCN is actually a simple division model, we do not do this relationship, we do not do this relationshipof.The relationship between Eastern selection and Hui Hui is a common development relationship in accordance with the governance structure of the listed company. It is a modern organization structure.If it is MCN (model), he will not let Dong Yuhui set up a company, nor will he operate in the way of the company, and will not let Dong Yuhui bring other anchors to continue to work hard.Only the comprehensive development of the Eastern selection and the comprehensive development with Hui Hui is the greatest guarantee for everyones interests. It is not only the greatest guarantee for the interests of the company, but also the guarantee of the interests of shareholders.Essence
But Yu Minhongs explanation did not eliminate investors concerns about the East selection MCN model.During the live broadcast, the audience found that the difference between accompanying Hui and Dongfang was that there was no Oriental selection self -product selection with Hui Hui live broadcast room, and more of the external link products.
An investor believes that if you do not sell your own product with Hui, it means that this is a MCN company. Now Dong Yuhui has a guarantee revenue and high commission. What is the company what is the company?Role?The new anchors later have scholarship.The number of self -employed numbers has increased so much, the GMV is not available, the cost increases so much, and the return rate has been up. Isnt this MCN company?What is the difference between the basic salary and equity guarantee and the completion of the profit in accordance with the award plan agreed in advance. What is the difference between the MCN institution?The so -called non -selling products are well -communicated by both parties, but Dong refuses to sell.
Investor analysis believes that this is because Yu Minhong knows that Dong Yuhuis impact on the companys valuation, but he is unwilling to admit that he is operating with the MCN mechanism with Hui.
Yesterdays MCN logo suddenly suspended, it seemed to mean that the East selection would imitate the form of three sheep, which was included in other anchors, forming the core of the east, the core of the behavior with Hui, and the solicitation of solicitationMCN companies joined by other independent anchors.
The whip beever predicts whether it is a live e -commerce company or the discussion of MCN companies around Eastern selection, which will also affect the capital markets positioning of the market value of the East.
