-ibd-presentation-2020-58-com-inc-houlihan-lokey-1 · deck
32 IBD presentation 2020 58.Com Inc. Houlihan Lokey 1
73 pages · 5 arc beats · 2 loops
32 IBD presentation 2020 58.Com Inc. Houlihan Lokey 1
-ibd-presentation-2020-58-com-inc-houlihan-lokey-1 · 2020-01 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
151015202530354045505560657073
Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 73 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 6 slides 100% 6/6 slides 100% 6/6 slides · 22 hits — 0/6 slides
— 0/6 slides
16.7% 1/6 slides 100% 6/6 slides — 0/6 slides
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits — 0/3 slides
100% 3/3 slides 33.3% 1/3 slides 100% 3/3 slides — 0/3 slides
Problem & Complication 7 slides 100% 7/7 slides 100% 7/7 slides · 24 hits — 0/7 slides
14.3% 1/7 slides 42.9% 3/7 slides 100% 7/7 slides — 0/7 slides
Evidence & Proof 14 slides 100% 14/14 slides 100% 14/14 slides · 57 hits — 0/14 slides
28.6% 4/14 slides 28.6% 4/14 slides 100% 14/14 slides — 0/14 slides
Impact & Next Steps 43 slides 100% 43/43 slides 100% 43/43 slides · 205 hits — 0/43 slides
20.9% 9/43 slides · 10 hits 25.6% 11/43 slides 100% 43/43 slides 37.2% 16/43 slides Slide inventory
73 every slide · same image gating as the playbook
03
The slide highlights that most valuation inputs remained unchanged, with minor adjustments in implied value ranges due to book value write-downs and FX fluctuatanalyze_data
Open slide detailBeat · Setup
04
The table shows valuation shifts for 14 entities/categories, detailing low/high ranges and the delta between two specific dates.analyze_data
Open slide detailBeat · Setup
05
The slide presents two distinct tables: one for EV/EBITDA multiples and one for EV/Revenue multiples, comparing prior and current materials.compare_peers
Open slide detailBeat · Setup
07
The slide uses a hierarchical tree structure to map corporate entities to valuation methodologies (DCF vs. Transaction/Book Value).summarize
Open slide detailBeat · Situation & Context
09
The slide is structured as two distinct tables (B and C) categorizing business entities.summarize
Open slide detailBeat · Situation & Context
10
Includes detailed adjustments for cash, investments, and debt to arrive at enterprise value, alongside EBITDA and revenue multiples for various periods.analyze_data
Open slide detailBeat · Problem & Complication
11
This slide serves as a technical appendix for financial disclosures.appendix
Open slide detailBeat · Problem & Complication
13
The slide uses a football field chart to compare valuation ranges against a transaction consideration of $56.00.analyze_data
Open slide detailBeat · Problem & Complication
14
The slide compares valuation outputs across four different methodologies/timeframes.analyze_data
Open slide detailBeat · Problem & Complication
16
Includes detailed adjustments for cash, investments, receivables, and liabilities to derive equity value from enterprise value.analyze_data
Open slide detailBeat · Problem & Complication
17
This slide serves as a technical appendix providing context for financial valuation figures presented elsewhere in the deck.summarize
Open slide detailBeat · Evidence & Proof
18
Includes revenue breakdown, profitability metrics (EBITDA, EBIT), and cash flow items like CapEx and Working Capital.analyze_data
Open slide detailBeat · Evidence & Proof
19
Includes summary statistics (Low, High, Median, Mean) and specific data for 58.com Inc. at two different dates.compare_peers
Open slide detailBeat · Evidence & Proof
20
Includes detailed footnotes explaining accounting adjustments and assumptions.analyze_data
Open slide detailBeat · Evidence & Proof
22
The table details the bridge from enterprise value to equity value, including adjustments for cash, debt, and noncontrolling interests, converted to USD.analyze_data
Open slide detailBeat · Evidence & Proof
23
Includes CAGR calculation and detailed breakdown of operating expenses.analyze_data
Open slide detailBeat · Evidence & Proof
24
Includes peer group data for Mercari and US-listed Chinese internet companies, with summary statistics and 58.com Inc. reference points.compare_peers
Open slide detailBeat · Evidence & Proof
25
Includes sensitivity tables for discount rates and terminal value multiples.analyze_data
Open slide detailBeat · Evidence & Proof
28
The slide provides a breakdown of investment values in RMB millions, categorized by specific entities and 'Investee' groups, with detailed qualitative descriptianalyze_data
Open slide detailBeat · Evidence & Proof
29
The table compares Uxin Limited and other automobile classifieds against market indices to provide context for the Guazi valuation.analyze_data
Open slide detailBeat · Evidence & Proof
30
Includes a valuation table calculating the implied proportionate equity value based on ownership percentages.analyze_data
Open slide detailBeat · Evidence & Proof
31
Includes detailed valuation bridge from financing round to adjusted implied equity value.analyze_data
Open slide detailBeat · Impact & Next Steps
32
The slide provides a detailed breakdown of the acquisition price, cash consideration, stock issuance, and the resulting pro forma equity value.analyze_data
Open slide detailBeat · Impact & Next Steps
34
Includes specific highlighting for 58.com and Mercari, Inc. across two bar charts.compare_peers
35
Includes specific highlights for 58.com and Mercari, Inc. across two financial metrics.compare_peers
36
Includes median and mean benchmarks for the peer group.compare_peers
37
Includes median and mean benchmarks for the peer group.compare_peers
38
The chart highlights 58.com with a distinct color and border, and includes mean and median lines for the peer group.compare_peers
39
The slide compares a specific peer group (US-listed Chinese Internet) against two specific companies (Mercari, Inc. and 58.com Inc.) using mean and median benchcompare_peers
40
Includes mean and median benchmarks for the peer group.compare_peers
Open slide detailBeat · Impact & Next Steps
42
Combines stock price line chart with volume area chart and annotated timeline events.analyze_data
43
The chart shows 58.com underperforming compared to the three indices, with a final return of -5.6%.compare_peers
44
The chart shows a significant decline for all indices in March 2020, with 58.com underperforming the other indices by the end of the period.compare_peers
45
The chart highlights a specific period 'Since Initial Proposal' (4/2/2020 – 6/12/2020) with a vertical dashed line.compare_peers
46
The chart uses a dual-axis approach to overlay trading volume (area) with closing price (line) and annotates specific corporate events.analyze_data
47
The chart displays volume in thousands per price bucket, with a vertical dashed line indicating the transaction price of $56.00.analyze_data
48
The charts highlight the $56.00/ADS transaction price relative to historical trading volume and VWAP.analyze_data
49
Includes a breakdown of broker recommendations and an implied premium/discount analysis.analyze_data
50
The chart uses a dual-axis approach: left axis for recommendation distribution (Buy/Hold/Sell) and right axis for price in USD.analyze_data
51
Includes adjustments for ZLJ acquisition impact on management estimates.compare_peers
52
The slide highlights the discrepancy between analyst estimates and management projections, specifically noting the impact of the ZLJ acquisition.analyze_data
Open slide detailBeat · Impact & Next Steps
53
Shows consistent downward revisions in revenue estimates across all analysts due to COVID-19.analyze_data
Open slide detailBeat · Impact & Next Steps
54
Shows significant downward revisions in analyst estimates due to the pandemic.analyze_data
Open slide detailBeat · Impact & Next Steps
55
The table includes dates, brokerages, recommendations, price targets, ADS prices, and qualitative commentary.cite_precedent
Open slide detailBeat · Impact & Next Steps
56
The table provides specific analyst recommendations, price targets, and qualitative commentary on business segments like recruitment and real estate.cite_precedent
Open slide detailBeat · Impact & Next Steps
57
The table provides specific analyst recommendations, price targets, and qualitative commentary on business segments like housing, jobs, and yellow pages.cite_precedent
Open slide detailBeat · Impact & Next Steps
60
Includes specific valuation data for 58.com Inc. at two different dates.compare_peers
Open slide detailBeat · Impact & Next Steps
61
Includes mean and median benchmarks for both metrics; 58.com is highlighted.compare_peers
Open slide detailBeat · Impact & Next Steps
62
The slide uses color-coded bars to represent different industry segments (Multiple, Automobile, Jobs, Real Estate) and highlights 58.com with a specific border compare_peers
Open slide detailBeat · Impact & Next Steps
63
Includes mean and median markers for the peer group.compare_peers
Open slide detailBeat · Impact & Next Steps
64
Includes specific highlighting for 58.com entities; data sourced from Capital IQ, Bloomberg, and public filings.compare_peers
Open slide detailBeat · Impact & Next Steps
65
The chart highlights 58.com with a dashed border and includes median and mean benchmarks.compare_peers
Open slide detailBeat · Impact & Next Steps
66
The slide uses color-coded categories (Multiple, Auto, Jobs, Real Estate) to group companies and includes mean/median benchmarks.compare_peers
Open slide detailBeat · Impact & Next Steps
67
The slide uses a color-coded bar chart approach to group companies by sector (Multiple, Auto, Jobs, Real Estate) and includes summary statistics (Mean, Median).compare_peers
Open slide detailBeat · Impact & Next Steps