[Data Review] Northbound funds sold off Focus Media Information Technology for over 1 billion, with Institutions and speculative funds joining forces to buy SGSG Science&Technology.
① Focus Media Information Technology faced a net Sell of 1.06 billion from HK->SZ positions today, while receiving a Buy of 0.803 billion from four Institutions. The stock disclosed the "Plan for Issuing Shares and Paying Cash to Acquire Assets and Related Transactions" last night, proposing to acquire 100% of New Wave Media for 8.3 billion. ② SGSG Science&Technology in the Internet Finance Concept gained over 60 million in Buys from three Institutions, while also receiving purchases from two leading speculative positions.
Significant integration in the stair media sector! The leading Focus Media Information Technology plans to acquire 100% equity of New潮传媒 with an estimated value of 8.3 billion | Quick read of the announcement.
① The ladder media Industry is ushering in significant consolidation: the leading Focus Media Information Technology plans to acquire New Trend Media, which has an estimated value of 8.3 billion yuan. After the completion of this Trade, New Trend Media will become a wholly-owned subsidiary of the listed company. ② New Trend Media mainly focuses on the middle-class Community outside office buildings and serves a large number of small and medium advertisers through flexible Asia Vets placement methods. ③ Focus Media Information Technology stated that after the completion of the Trade, the company will further focus on its main business and expand quality resource points.
Can 8.3 billion acquire New Trend Media and enable Focus Media to monopolize the ladder media industry?
The boss 'eats' the second in command.
Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.
① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.
TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.
① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.
[Data View] Institutions and speculative funds are selling off Leo Group Co., Ltd. with powerful positions exceeding 0.4 billion to seize Zhejiang XCC Group.
① Leo Group Co., Ltd. under the Douyin concept stocks was sold by Institutions for 0.319 billion, with two major speculative seats combined selling 0.265 billion. ② Zhejiang XCC Group under the Robot Concept stocks was purchased by GTJA's Shanghai Haiyang West Road branch for 0.421 billion, and was bought by Huaxin Securities' Shanghai Wanping South Road branch for 0.204 billion.
