Jingdong equity exposure: Liu domineering leakage-Jingdong, Liu Qiang East-IT information
Jingdong group has been submitted to the United States SEC documents show that as of February 29, 2016, Beijing East group has a total of 2,767,893,260 shares, of which class a common stock 2,291,244,137 shares class b ordinary shares is 476,649,123 shares.
▲ As of February 29, 2016 Jingdong group shareholding structure
As of February 29, 2016, Group CEO Liu Jingdong by Max Smart Limited directly held 449,444,989 shares, 16.2% shares.
Among them, Max Smart Limited holds the right to vote is 71.5%. Fortune Rising Holdings Limited owns 2%, some 9.3% votes, which Liu all reserves the right to vote. Liu owns a total of 80.9% voting rights.
Statistics show that in August 2015, Jing dong announced that the Board of Directors May approve a 10-year compensation plan for Liu. Under the plan, Liu plans to require 10 years basic salary for each year of 1 Yuan, and there are no cash prizes.
According to the company's equity incentive plan, Liu has been awarded a $ 26,000,000 shares shares 0.9% per cent of all outstanding shares of the company. Liu received the stake per-share exercise price of $ 16.70 (equivalent ADS of $ 33.40 per share).
During that 10-year period, the company may not grant additional equity to Liu. Sister got married August 2015, Liu and milk tea.
As of February 29, 2016, Tencent holds 498,850,435 shares 18% per cent, as the East's largest institutional shareholders, but only 4.2% votes. High water jar capital holding 45,217,184 shares 8.9% per cent, with 2.1% votes.
? As of March 31, 2015, Jingdong group shareholding structure
As of March 31, 2015, Liu Jingdong, Tencent Holdings Group shares have not changed, but high water jar capital holds 304,843,330 shares, 11% per cent, the Tiger Fund holds 420,549,298 shares, accounted for 15.2%, with 3.2% votes.
Beijing East group in 2014 and 2015, the annual report clearly found that Tiger Jingdong Group held by the plunge in the stock.
Earlier, in the second quarter of 2015, Jingdong shares in hedge funds holding shares jumped from third quarter of 2014, 1.2% to 18%, Ali, Tiger Global Fund is shorting the stock, bought Jing dong, Jing dong became their first warehouse unit.
However, the documents show, to the third quarter of 2015, the Tiger Fund's sharp reduction in its stake in Jingdong group. As of February 2016, Tiger vanished in Jingdong shareholders, this figure, the Tiger Fund holdings of share capital, Beijing East over 10%.
Only Jing dong worth 34.5 billion dollars, the Tiger Fund cash in $ 3.45 billion. If all underweight cash amount could exceed $ 5 billion, not to mention the Jingdong long-term than the 25.2 dollars a share, the Tiger Fund is more.
Past 1 year, high water jar capital holdings also dropped from 11% to 8.9%, Jingdong overall equity holdings 2.1%, now at least $ 700 million.
As of March 31, 2015, capital today its Best Alliance International Holdings Limited held 178,937,180 shares 6.5% per cent of share capital, until February 29, 2016, today capital has disappeared in East Beijing ranks of shareholders.
In November 2015, Jingdong announced the closure of clap nets and QQ online shopping, which leads to 2015 the fourth quarter included write-downs of 2.6 billion yuan, remaining assets also included a loss of 200 million.
Jingdong 2015 investment network in the first half, however, due to network shares continued to lose ground this resulted in Jingdong investment write-downs. By 2015 the fourth quarter, this part of the value of 2.9 billion yuan, there were 200 million yuan of asset impairment.
Beijing subsidiary O2O East Group Beijing Eastern home and crowdsourcing logistics platform at the center of a possible merger as early as April 15, announced by the former CEO of the new company Kuai Jiaqi served as CEO of the new company, the original Jingdong Wang, President of the new company, President of home.
Merger agreement after its entry into force, home business, Beijing Jingdong of Beijing East East Group's business resources, as well as $ 200 million in cash for up to 47.4% of its shares of the new company and became the largest single shareholder. Expected to be completed this transaction in the second quarter of 2016.
京东股权曝光：刘强东霸气外漏 - 京东,刘强东 - IT资讯
京东集团日前递交给美国SEC的文件显示，截止到2016年2月29日，京东集团一共拥有2,767,893,260股，其中，A类普通股为2,291,244,137股，B类普通股为476,649,123股。
▲截止到2016年2月29日京东集团股权结构
截止到2016年2月29日，京东集团CEO刘强东通过Max Smart Limited直接持有449,444,989股，占股16.2%。
其中，Max Smart Limited持有投票权为71.5%。Fortune Rising Holdings Limited持股2%，有约9.3%的投票权，这部分投票权归刘强东所有。这使得刘强东共拥有80.9%的投票权。
资料显示，2015年8月，京东宣布董事会5月批准针对刘强东的一项为期10年薪酬计划。根据该计划，刘强东在计划规定的10年内，每年基本工资为1元，且没有现金奖励。
另根据公司股权激励计划，刘强东已被授予26,000,000股A股股权，相当于公司所有流通股的0.9%。刘强东获得的这笔股权每股执行价格为16.70美元(相当于每股ADS 33.40美元)。
在该10年期限内，公司不得再向刘强东授予额外股权。2015年8月刘强东与奶茶妹妹结婚。
截止到2016年2月29日，腾讯持有498,850,435股，占比18%，为京东最大机构股东，但只拥有4.2%的投票权。高瓴资本持45,217,184股，占比8.9%，拥有2.1%的投票权。
▲截止到2015年3月31日京东集团股权结构
截止到2015年3月31日，刘强东、腾讯持有京东集团股数并未发生变化，但高瓴资本持有304,843,330股，占比11%，老虎基金持有420,549,298股，占比15.2%，拥有3.2%的投票权。
通过京东集团2014年和2015年年报可清晰发现，老虎基金大幅减持了所持京东集团股票。
此前，在2015年第二季度，京东股份中对冲基金持有份额从2014年第三季度1.2%跃升至18%，老虎环球基金更是几乎抛空阿里股票，大举买入京东，使京东成为其第一重仓股。
不过，文件显示，到2015年第三季度，老虎基金大幅减持所持京东集团股份。截止到2016年2月，老虎基金消失在京东主要股东行列，以此推算，老虎基金减持京东总股本超过10%。
仅以京东市值345亿美元计算，老虎基金就套现34.5亿美元。若是全部减持，套现金额可能就超过50亿美元，更何况，京东股价长期要高于25.2美元一股，老虎基金套现就更多。
过去1年，高瓴资本持股也从11%降到8.9%，减持京东总体股本2.1%，套现至少7亿美元。
截止到2015年3月31日，今日资本旗下Best Alliance International Holdings Limited持有178,937,180股，占股本6.5%，到2016年2月29日，今日资本也消失在京东主要股东行列。
2015年11月，京东宣布关闭拍拍网和QQ网购，这导致2015年第四季度计入了26亿元的资产减值，剩下的资产还计入了2亿的损失。
京东在2015年上半年投资了易车网，不过，由于易车网股价持续走低，这导致京东的投资出现资产减值。到2015年第四季度，这部分的价值为29亿元，出现了2亿元的资产减值。
京东集团旗下O2O子公司京东到家与众包物流平台达达合并一事早在4月15日宣布，新公司由原达达CEO蒯佳祺出任新公司的CEO，原京东到家总裁王志军出任新公司的总裁。
合并协议生效后，京东以京东到家的业务、京东集团的业务资源以及两亿美元现金换取新公司约47.4%的股份并成为单一最大股东。预计这一交易在2016年第二季度正式完成。
