23
Who’s afraid of Who’s afraid of Who’s afraid of Who’s afraid of Alibaba Alibaba Alibaba Alibaba? ? ? Who’s afraid of Who’s afraid of Who’s afraid of Who’s afraid of Alibaba Alibaba Alibaba Alibaba? ? ? Ed Sander, ChinaTalk June 17 2014 Ed Sander, ChinaTalk June 17 2014

Who's afraid of Alibaba?

Embed Size (px)

DESCRIPTION

This short presentation was used an an introduction to the screening of Crocodile in the Yangtze - The Alibaba Story on the 17th of June 2014 in Amsterdam. The accompanying (Dutch) article can be read here: http://china2025.nl/wie-er-bang-voor-alibaba/ Note: a slidecast with audio of this presentation is also available at the location below: http://www.chinatalk.nl/media/presentaties/

Citation preview

Page 1: Who's afraid of Alibaba?

Who’s afraid of Who’s afraid of Who’s afraid of Who’s afraid of AlibabaAlibabaAlibabaAlibaba????Who’s afraid of Who’s afraid of Who’s afraid of Who’s afraid of AlibabaAlibabaAlibabaAlibaba????Ed Sander, ChinaTalk

June 17 2014

Ed Sander, ChinaTalk

June 17 2014

Page 2: Who's afraid of Alibaba?

Ed Sander

Page 3: Who's afraid of Alibaba?
Page 4: Who's afraid of Alibaba?
Page 5: Who's afraid of Alibaba?
Page 6: Who's afraid of Alibaba?

#1 Market Potential

111137

210

298

384

457

513

564

618

0

100

200

300

400

500

600

700

2005 2006 2007 2008 2009 2010 2011 2012 2013

Millions

Millions

Millions

Millions

Internet Users

46% penetration

Page 7: Who's afraid of Alibaba?

#1 Market Potential

Billion RMB

Page 8: Who's afraid of Alibaba?

#2 Market Share

Page 9: Who's afraid of Alibaba?

#2 Market Share

Page 10: Who's afraid of Alibaba?

#3 WeChat

Page 11: Who's afraid of Alibaba?

#3 WeChat

Page 12: Who's afraid of Alibaba?

#3 WeChat

Page 13: Who's afraid of Alibaba?
Page 14: Who's afraid of Alibaba?
Page 15: Who's afraid of Alibaba?

#4 Foreign Investments?

Page 16: Who's afraid of Alibaba?

#5 It’s Already Happening

Page 17: Who's afraid of Alibaba?

#6 Prospectus#6 Prospectus#6 Prospectus#6 ProspectusNo mention of international expansion

#7 #7 #7 #7 Ebay’sEbay’sEbay’sEbay’s MistakesMistakesMistakesMistakesLocal players know the market best

#8 #8 #8 #8 CulturalCulturalCulturalCultural differencesdifferencesdifferencesdifferencesLessons of merger with Yahoo China

Page 18: Who's afraid of Alibaba?
Page 19: Who's afraid of Alibaba?

Opportunities !

Page 20: Who's afraid of Alibaba?

Opportunities !

Page 21: Who's afraid of Alibaba?
Page 22: Who's afraid of Alibaba?
Page 23: Who's afraid of Alibaba?

Contact

Ed Sander ( 徳)

E-mail: [email protected]: www.chinatalk.nl Phone: +31 6 51 214 206Twitter: @EdSanderWeChat: edsanderLinkedin: nl.linkedin.com/in/edsander/

Leave your business card to receive a follow-up e-mail incl. free ebook.