社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
一条赚钱的咸鱼
IP属地:广东
+关注
帖子 · 5
帖子 · 5
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
一条赚钱的咸鱼
一条赚钱的咸鱼
·
2024-11-08
$子不语(02420)$
在亚马逊卖得很火,而且去年开始重点开拓Temu、Tiktok等新的销售渠道[666] [666]
非常抱歉,此主贴已删除
看
1,256
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一条赚钱的咸鱼
一条赚钱的咸鱼
·
2024-11-04
浙江要开始整合大大小小电商资源了[惊讶] [看涨]
$阿里巴巴-W(09988)$
$子不语(02420)$
非常抱歉,此主贴已删除
看
2,389
回复
评论
点赞
2
编组 21备份 2
分享
举报
一条赚钱的咸鱼
一条赚钱的咸鱼
·
2024-11-01
$腾讯控股(00700)$
还挺坚挺的[笑哭]
看
1,110
回复
评论
点赞
1
编组 21备份 2
分享
举报
一条赚钱的咸鱼
一条赚钱的咸鱼
·
2024-10-30
$阿里巴巴-W(09988)$
投资东南亚的Synagie
$狮腾控股(02562)$
,那深耕北美市场的
$子不语(02420)$
是不是也会被巨头看上
一度涨近400%!阿里旗下东南亚电商成功借壳SPAC上市,为香港首单De-SPAC交易
新加坡电商平台Synagistics通过借壳香港SPAC公司汇德收购在香港上市,成为香港首单De-SPAC交易。汇德收购并购交易获得股东支持,新公司狮腾控股今日挂牌上市。 汇德收购正式成为香港首家完成De-SPAC并购的案例。 截至发稿,狮腾控股涨368.50%,报46.85港元/股,市值203.40亿港元。 已于2024年10月30日收到新加坡会计与企业管制局的确认合并的兼并通知。
一度涨近400%!阿里旗下东南亚电商成功借壳SPAC上市,为香港首单De-SPAC交易
看
2,378
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
一条赚钱的咸鱼
一条赚钱的咸鱼
·
2024-10-30
$中芯国际(00981)$
这是发生什么了?[捂脸]
看
2,217
回复
2
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4193373289667192","uuid":"4193373289667192","gmtCreate":1730270131061,"gmtModify":1730270164336,"name":"一条赚钱的咸鱼","pinyin":"ytzqdxyyitiaozhuanqiandexianyu","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":4,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":368685500006528,"gmtCreate":1731048842700,"gmtModify":1731048844272,"author":{"id":"4193373289667192","authorId":"4193373289667192","name":"一条赚钱的咸鱼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193373289667192","authorIdStr":"4193373289667192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a> 在亚马逊卖得很火,而且去年开始重点开拓Temu、Tiktok等新的销售渠道[666] [666] ","listText":"<a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a> 在亚马逊卖得很火,而且去年开始重点开拓Temu、Tiktok等新的销售渠道[666] [666] ","text":"$子不语(02420)$ 在亚马逊卖得很火,而且去年开始重点开拓Temu、Tiktok等新的销售渠道[666] [666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368685500006528","repostId":"368626212753432","repostType":1,"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367353677140280,"gmtCreate":1730698628731,"gmtModify":1730698668419,"author":{"id":"4193373289667192","authorId":"4193373289667192","name":"一条赚钱的咸鱼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193373289667192","authorIdStr":"4193373289667192"},"themes":[],"htmlText":"浙江要开始整合大大小小电商资源了[惊讶] [看涨] <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> <a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a> ","listText":"浙江要开始整合大大小小电商资源了[惊讶] [看涨] <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> <a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a> ","text":"浙江要开始整合大大小小电商资源了[惊讶] [看涨] $阿里巴巴-W(09988)$ $子不语(02420)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367353677140280","repostId":"2479744282","repostType":2,"isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366253529587848,"gmtCreate":1730443504941,"gmtModify":1730444340341,"author":{"id":"4193373289667192","authorId":"4193373289667192","name":"一条赚钱的咸鱼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193373289667192","authorIdStr":"4193373289667192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 还挺坚挺的[笑哭] ","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 还挺坚挺的[笑哭] ","text":"$腾讯控股(00700)$ 还挺坚挺的[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366253529587848","isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365654661849232,"gmtCreate":1730271582180,"gmtModify":1730273876077,"author":{"id":"4193373289667192","authorId":"4193373289667192","name":"一条赚钱的咸鱼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193373289667192","authorIdStr":"4193373289667192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a>投资东南亚的Synagie <a href=\"https://laohu8.com/S/02562\">$狮腾控股(02562)$ </a> ,那深耕北美市场的<a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a> 是不是也会被巨头看上","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a>投资东南亚的Synagie <a href=\"https://laohu8.com/S/02562\">$狮腾控股(02562)$ </a> ,那深耕北美市场的<a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a> 是不是也会被巨头看上","text":"$阿里巴巴-W(09988)$ 投资东南亚的Synagie $狮腾控股(02562)$ ,那深耕北美市场的$子不语(02420)$ 是不是也会被巨头看上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365654661849232","repostId":"2479153542","repostType":2,"repost":{"id":"2479153542","kind":"highlight","pubTimestamp":1730257963,"share":"https://www.laohu8.com/m/news/2479153542?lang=zh_CN&edition=full","pubTime":"2024-10-30 11:12","market":"hk","language":"zh","title":"一度涨近400%!阿里旗下东南亚电商成功借壳SPAC上市,为香港首单De-SPAC交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2479153542","media":"独角兽早知道","summary":" 新加坡电商平台Synagistics通过借壳香港SPAC公司汇德收购在香港上市,成为香港首单De-SPAC交易。汇德收购并购交易获得股东支持,新公司狮腾控股今日挂牌上市。 汇德收购正式成为香港首家完成De-SPAC并购的案例。 截至发稿,狮腾控股涨368.50%,报46.85港元/股,市值203.40亿港元。 已于2024年10月30日收到新加坡会计与企业管制局的确认合并的兼并通知。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99852dba783815f06314b96a267c396e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"619\"/></p><p>新加坡电商平台Synagistics通过借壳香港SPAC公司汇德收购在香港上市,成为香港首单De-SPAC交易。汇德收购并购交易获得股东支持,新公司狮腾控股(02562.HK)今日挂牌上市。</p><p>汇德收购正式成为香港首家完成De-SPAC并购的案例。</p><p>Synagistics,由李叙平、戴可欣、李育于2014年在新加坡创立,三人合计持股30.6%,阿里巴巴、戈壁创投(Gobi Partners)旗下基金Meranti分别持股47.22%、22.17%。</p><p>今日盘中,狮腾控股一度涨近400%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148f18e6c3a329b0a26fea289f0bccfa\" tg-width=\"560\" tg-height=\"240\"/></p><p>本次的SPAC公司为汇德收购-Z(7841.HK),交易联席保荐人为海通国际、招银国际。汇德收购于2022年8月15日在港交所挂牌上市,为香港第三家上市的SPAC公司。该SPAC的发起人为金管局前总裁陈德霖博士、渣打银行前大中华区主席曾璟璇及巨溢。</p><p style=\"text-align: justify;\">目标公司为SYNAGISTICS,来自新加坡,成立于2014年11月,作为东南亚领先的数据驱动数字商务解决方案平台,为品牌合作伙伴提供综合性数字商务解决方案,已建立专有的数据驱动数字商务平台—Synagie平台,为东南亚的品牌及消费者提供统一综合的解决方案,以精简、优化及改变传统的商务实践。</p><p style=\"text-align: justify;\">根据灼识咨询的数据,按2023年的收益计,SYNAGISTICS在东南亚所有数字商务解决方案平台中排名第二。SYNAGISTICS及其品牌合作伙伴的业务涵盖多个领域,包括时尚及服装领域、高端美容及保健领域,以及高端生活方式及生活领域。</p><p style=\"text-align: justify;\">SYNAGISTICS已与东南亚几乎所有主要数字商务渠道建立合作关系,包括Lazada等网上市场以及社交媒体平台等。SYNAGISTICS业务覆盖东南亚六大经济体,即新加坡、马来西亚、菲律宾、越南、泰国及印度尼西亚。其亦在东南亚以外地区(如香港及西班牙)战略性地拓展全球业务。</p><p style=\"text-align: justify;\">在竞争激烈、玩家众多的东南亚电商代运营市场,Synagistics以服务众多高端品牌为其独特优势。根据Synagistics发布的资料,截至目前,公司已经服务了超过600个品牌方,其中超过半数(350+家)是国际大牌,如Lululemon,雅诗兰黛,资生堂,三星,耐克等。</p><p style=\"text-align: justify;\">业绩方面,2021年、2022年和2023年,SYNAGISTICS的营业收入分别为0.86亿、1.13亿和1.27亿新加坡元,相应的净亏损分别为1101.2万、1312.7万和1731.0万新加坡元。</p><p style=\"text-align: justify;\">其中,2023年总营收的20%来自代运营,线上零售则贡献了约80%,平均订单价值为35.5新元(约191人民币)。代运营的毛利率将近70%,自然远高于线上零售的毛利率13.8%。零售占比较高也是东南亚代运营公司的普遍状态。</p><p style=\"text-align: justify;\">Synagistics在公告里把主营业务分为D2B和D2C两部分。D2B模式是电商代运营,为品牌方在东南亚的电商平台如Lazada和Shopee提供一系列电商解决方案,包括线上店铺运营、供应链和履约、质检售后、数据分析、以及数字营销、KOL短视频宣传和带货直播等全链路电商服务。D2C模式实质上就是线上零售,Synagistics向品牌方购买产品后,直接通过电商渠道销售给消费者。</p><p style=\"text-align: justify;\">股权方面,特殊目的收购公司并购交易完成前,SYNAGISTICS的股东架构,阿里巴巴(09988.HK)旗下阿里巴巴新加坡持股47.2%;Meranti持股22.2%;李叙平持股20.7%;戴可欣持股6.4%;李育(李叙平的姊妹)持股3.4%。</p><p style=\"text-align: justify;\">狮腾控股公告,由于业务合并协议项下的交割条件已达成,交割已于2024年10月30日上午八时正进行。</p><p style=\"text-align: justify;\">已于2024年10月30日收到新加坡会计与企业管制局的确认合并的兼并通知。根据合并,于生效时间,Merger Sub与目标公司兼并为一家公司并继续存续,此后,Merger Sub不再单独存续,目标公司成为合并中的存续公司,并以其现有名称作为BVI Co的直接全资附属公司存续,而BVI Co仍为公司的直接全资附属公司。</p></body></html>","source":"DJSZZD","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一度涨近400%!阿里旗下东南亚电商成功借壳SPAC上市,为香港首单De-SPAC交易</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一度涨近400%!阿里旗下东南亚电商成功借壳SPAC上市,为香港首单De-SPAC交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 11:12 北京时间 <a href=https://mp.weixin.qq.com/s/rSULKuYDBFiyniOz9Zr7rw><strong>独角兽早知道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新加坡电商平台Synagistics通过借壳香港SPAC公司汇德收购在香港上市,成为香港首单De-SPAC交易。汇德收购并购交易获得股东支持,新公司狮腾控股(02562.HK)今日挂牌上市。汇德收购正式成为香港首家完成De-SPAC并购的案例。Synagistics,由李叙平、戴可欣、李育于2014年在新加坡创立,三人合计持股30.6%,阿里巴巴、戈壁创投(Gobi Partners)旗下基金...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rSULKuYDBFiyniOz9Zr7rw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6081208e000acdf9cb31abe1e77203f","relate_stocks":{"LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0048580855.USD":"富达大中华区A","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1521":"挪威政府全球养老基金持仓","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK1502":"双十一","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","BK1501":"阿里概念股","BK1249":"综合零售","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0051755006.USD":"摩根大通中国A (dist)","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK1142":"互联网与直销零售","LU0048597586.USD":"富达亚洲焦点A","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK1588":"回港中概股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1517":"云办公","BK1608":"元宇宙概念","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK1575":"同股不同权","BK1584":"蚂蚁金服概念","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB LE EQUITY \"A\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","02562":"狮腾控股"},"source_url":"https://mp.weixin.qq.com/s/rSULKuYDBFiyniOz9Zr7rw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479153542","content_text":"新加坡电商平台Synagistics通过借壳香港SPAC公司汇德收购在香港上市,成为香港首单De-SPAC交易。汇德收购并购交易获得股东支持,新公司狮腾控股(02562.HK)今日挂牌上市。汇德收购正式成为香港首家完成De-SPAC并购的案例。Synagistics,由李叙平、戴可欣、李育于2014年在新加坡创立,三人合计持股30.6%,阿里巴巴、戈壁创投(Gobi Partners)旗下基金Meranti分别持股47.22%、22.17%。今日盘中,狮腾控股一度涨近400%。本次的SPAC公司为汇德收购-Z(7841.HK),交易联席保荐人为海通国际、招银国际。汇德收购于2022年8月15日在港交所挂牌上市,为香港第三家上市的SPAC公司。该SPAC的发起人为金管局前总裁陈德霖博士、渣打银行前大中华区主席曾璟璇及巨溢。目标公司为SYNAGISTICS,来自新加坡,成立于2014年11月,作为东南亚领先的数据驱动数字商务解决方案平台,为品牌合作伙伴提供综合性数字商务解决方案,已建立专有的数据驱动数字商务平台—Synagie平台,为东南亚的品牌及消费者提供统一综合的解决方案,以精简、优化及改变传统的商务实践。根据灼识咨询的数据,按2023年的收益计,SYNAGISTICS在东南亚所有数字商务解决方案平台中排名第二。SYNAGISTICS及其品牌合作伙伴的业务涵盖多个领域,包括时尚及服装领域、高端美容及保健领域,以及高端生活方式及生活领域。SYNAGISTICS已与东南亚几乎所有主要数字商务渠道建立合作关系,包括Lazada等网上市场以及社交媒体平台等。SYNAGISTICS业务覆盖东南亚六大经济体,即新加坡、马来西亚、菲律宾、越南、泰国及印度尼西亚。其亦在东南亚以外地区(如香港及西班牙)战略性地拓展全球业务。在竞争激烈、玩家众多的东南亚电商代运营市场,Synagistics以服务众多高端品牌为其独特优势。根据Synagistics发布的资料,截至目前,公司已经服务了超过600个品牌方,其中超过半数(350+家)是国际大牌,如Lululemon,雅诗兰黛,资生堂,三星,耐克等。业绩方面,2021年、2022年和2023年,SYNAGISTICS的营业收入分别为0.86亿、1.13亿和1.27亿新加坡元,相应的净亏损分别为1101.2万、1312.7万和1731.0万新加坡元。其中,2023年总营收的20%来自代运营,线上零售则贡献了约80%,平均订单价值为35.5新元(约191人民币)。代运营的毛利率将近70%,自然远高于线上零售的毛利率13.8%。零售占比较高也是东南亚代运营公司的普遍状态。Synagistics在公告里把主营业务分为D2B和D2C两部分。D2B模式是电商代运营,为品牌方在东南亚的电商平台如Lazada和Shopee提供一系列电商解决方案,包括线上店铺运营、供应链和履约、质检售后、数据分析、以及数字营销、KOL短视频宣传和带货直播等全链路电商服务。D2C模式实质上就是线上零售,Synagistics向品牌方购买产品后,直接通过电商渠道销售给消费者。股权方面,特殊目的收购公司并购交易完成前,SYNAGISTICS的股东架构,阿里巴巴(09988.HK)旗下阿里巴巴新加坡持股47.2%;Meranti持股22.2%;李叙平持股20.7%;戴可欣持股6.4%;李育(李叙平的姊妹)持股3.4%。狮腾控股公告,由于业务合并协议项下的交割条件已达成,交割已于2024年10月30日上午八时正进行。已于2024年10月30日收到新加坡会计与企业管制局的确认合并的兼并通知。根据合并,于生效时间,Merger Sub与目标公司兼并为一家公司并继续存续,此后,Merger Sub不再单独存续,目标公司成为合并中的存续公司,并以其现有名称作为BVI Co的直接全资附属公司存续,而BVI Co仍为公司的直接全资附属公司。","news_type":1,"symbols_score_info":{"02562":0.8}},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365649119088720,"gmtCreate":1730270228336,"gmtModify":1730270818777,"author":{"id":"4193373289667192","authorId":"4193373289667192","name":"一条赚钱的咸鱼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193373289667192","authorIdStr":"4193373289667192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a> 这是发生什么了?[捂脸] ","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a> 这是发生什么了?[捂脸] ","text":"$中芯国际(00981)$ 这是发生什么了?[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365649119088720","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096882311965800","authorId":"4096882311965800","name":"心灵氧吧","avatar":"https://static.tigerbbs.com/49e851efcc5536d8e9b06fa9b67fd14c","crmLevel":5,"crmLevelSwitch":1,"idStr":"4096882311965800","authorIdStr":"4096882311965800"},"content":"美国昨天发布了对芯片新的制裁","text":"美国昨天发布了对芯片新的制裁","html":"美国昨天发布了对芯片新的制裁"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}