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Pivot from asia: #BloomBerG Conference 02/17

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Conference on LINE CORP IPO of summer 2016 and consequences on Global Social Media Finances. By Hermann Djoumessi, MA, FINTECH Social Media Consultant - Bloomberg Market Capitalisation Certified.
Ellen Kountz PhD Finance - Bloomberg Market Capitalisation Certified. - Paris - London - Sydney

Publié dans : Économie & finance
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Pivot from asia: #BloomBerG Conference 02/17

  1. 1. PIVOT FROM ASIA: THE LINE CORP. IPO AS A MICRO-CASE Presented by Ms. Ellen Kountz & M. Hermann Djoumessi 17 February 2017 Bloomberg Conference, Paris, France
  2. 2. BLOOMBERG NEWS: FEBRUARY 17, 2020 RECORD-BREAKING BUYOUT OF FACEBOOK BY LINE CORP.!
  3. 3. FINANCE STUDENTS WORLDWIDE MUST ALWAYS BE CONFRONTED WITH THE QUESTION…. • Do you believe markets are EFFICIENT? • If YES, you believe in PASSIVE MANAGEMENT STYLE • If NO, you belive in ACTIVE MANAGEMENT STYLE
  4. 4. OF ALL THE COMPANIES TO STUDY, WHY LINE CORP.? • The GAFA are over-researched • The Pan-Asian space is under-reported • All students can immediately relate to OWNING a smartphone and USING a Messaging App
  5. 5. On July 13, 2016, market analyst Reiko Shofu of “Sensing Asia” stated that LINE (ticker symbol: LN) “is overrated. Their bottom line commercial viability is indeed in question”. Nevertheless, LINE App is the largest tech IPO of the year, raising over $1 billion, 20% of the firm’s value, aggressively priced (increasing overall market capitalization expectations from $5 billion to $6 billion from June to July 2016) showing there is still room for new entrants in the global messaging market. CASE INTRODUCTION: COMPELLING, INTERDISCIPLINARY, BLENDED-LEARNING
  6. 6. LINE App Timeline Primary Market LINE App first launched in Japan in March 2011 LINE App reahes 100 million users in Japan in September 2012 LINE App reaches 200 million usersin Japan, now Japan's largest social network, in March 2013 LINE App tops 550 million users in 6 countries, with 150 million active accounts, in October 2014 Grey Market LINE App CEO Takeshi dezawa announces dual listing IPO in January 2016 Secondary Market LINE App successfully lists 22 million shares on NYSE on July 14, 2016 and 13 million shares on TSE on July 15, 2016 LINE App at a Glance on-line & off-line strategy elaborate and extensive sticker selection Signficant market penetration in Japan, Taiwan, Indonesia and Thailand Revenue breakdown : 22% sale of cartoon stickers, 35% advertising, 35% from gaming Competitors include Facebook (WhatsApp), Twitter (Twitter), Microscoft (Skype), Tencent (WeChat), Rakuten (Viber Future growth : taxi booking, music streaming, mobile money sources: Reuters on-line, June 10, 2016, WSJ on-line June 10, 2016 & Al-Jazeera YouTube July 14, 2016 CASE STRUCTURE CONTENT & SEQUENCING
  7. 7. • Discussion Chunks & Decision Points Bloom Taxonomy applied to LINE App Case for 1st year MSc students Knowledge What is the market capitalization post-IPO? Did the Price / Earning ratio increase or decrease, why? Comprehension Can you explain what is happening when the initial offering is oversubscribed? The motives and consequences of a dual listing? Application How would you organize information about shares denominated in two different currencies in a diversified portfolio of equity assets? Analysis Why do you think the firm listed in two markets and what conclusions can you draw from this strategic option? BLOOM TAXONOMY FRAMEWORK
  8. 8. DEPLOYING THE CASE ACROSS A RANGE OF ACADEMIC FIELDS • Investor Relations (M2) • Social Media & Networking (BBA) • Corporate Strategy (M2 & MBA) • Cross-Border Marketing (M2 & MBA) • …in the future: Fintech, Electronic Money & Financial Disintermediation • Excel for Finance (BBA & M1)
  9. 9. DEMO ON BLOOMBERG TERMINAL
  10. 10. INVESTOR RELATIONS CLASS: STUDENT OUTPUT AND ASSESSMENT Anam, from Pakistan, INSEEC Grande Ecole student Oskar, from Sweden, Erasmus exchange student Faniry, from Madagascar and Kelly,from Belgium Erasmus exchange students
  11. 11. INVESTOR RELATIONS CLASS: STUDENT OUTPUT AND ASSESSMENT « I would have double-checked the numbers and figures being presented myself…I would have more skepticism about sources… » « Most of the LINE presentations were about popularity: meaning the cultural impact, with the number of users, the services, the number of countries present. In a real-life situation, to suggest to invest or not in LINE I would have focused on the financial aspect… »
  12. 12. #EXCELADDICTS FB PAGE & TOSA ASSESSMENT
  13. 13. PROFESSORS AT THE FOREFRONT OF BMC
  14. 14. DELIVERING BLENDED LEARNING SOLUTIONS IN ENGLISH THROUGHOUT FRANCE
  15. 15. HERMANN DJOUMESSI, MA. FINTECH Social Media Consultant & Crypto Analyst: • Master 1 IHECS (Brussels, Belgium) • Master 2 London Metropolitan University (London, UK) • Hootsuite Certified • EXCEL TOSA Expert • Bloomberg Market Concepts Certified
  16. 16. • WEBSITE: www.admpawards.biz • ++ Please visit our Sister page, for discussions and exchanges on ALL START-UPS in AFRICA !! -- > >> https://www.facebook.com/groups/PANAMEDIAS/ • or here too: • https://www.facebook.com/groups/PANAMEDIASMP/ • #ADMP is supporting the #ICDEC2017 IN Tunisia, an international conference on Digital Economy in MAY2017 --> • https://www.facebook.com/events/142773579530081/ • ** WORLD FOOTBALL & SPORTS NEWS --> https://www.facebook.com/AdfootNews/ • * World Sports & Fun (#NSFW) with focus on ABIDJAN (IVC) --> https://www.facebook.com/AdSportAbidjan/ • FIND US also on : • * Our Sister-Page, ADMP Awards, for Girls in the web, fly-girls, Female entrepreneur, Girlie Girls and Iron Lady alike !! --> https://www.facebook.com/Lmr-Visa-Admp-Awards- 1765457307052494/ • #ADMP West+Africa, focuses on #Healtech, #Dronetech and Start+Ups in West+Africa -- > https://www.facebook.com/admpwestafrica/ • ** Team #ADMP/SETI2017, focuses on the SETI start-up week in Duala, Cameroon in 2017 - 15 000 vistors expected!! --> https://www.facebook.com/Team-ADMP-Seti2017- 354466718236312/ • FIND US also on : • - #LIVESTREAMADDICTS > https://www.facebook.com/groups/LivestreamAddicts/ • - #TWITTERADDICTS > https://www.facebook.com/groups/twitteradicts/ • @BorderlineTV
  17. 17. THANKS FOR YOUR ATTENTION: DJHERMANN@HOTMAIL.COM CONTACT@ELLENKOUNTZ.COM

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