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What they do?
C2C: Taobao.com
B2C: Tmall.com
B2B: Alibaba.com
Electronic Payment Service
Shopping Search Engine
Cloud Computing
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Financial information
Market Cap: 211.27B
◦ Amazon: 179.95B
◦ eBay: 71.70B
Market price:
◦ $ 84.66
Net Income 2014:
◦ 3.81 B
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History 1995 English teacher
Page 12
1999 Jack Ma’s apartment
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2000 Raise US$20M Softbank
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2001 Surpass 1M users + Profits
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2003 Taobao founded again at Jack’s
apartment
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2005 Strategic partnership with Yahoo
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Only one correct decision
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2006 ebay quitted China
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2007 IPO at HK stock exchange
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2008 B2C Tmall founded
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2009 Alibaba Cloud Computing
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2012 Buy back from Yahoo
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2014 Biggest IPO in history
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What’s hot
TaoBao Villages
◦ $1.6 B revenue each
◦ More chances in countryside
Ali Cinema
◦ Strategic cooperation with HBO
◦ Internationalization
Aliyun
◦ Cloud service
◦ Bank, Insurance, stock
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Secret sauce
Fast-developing China
Made in China:◦ Exports for B2B
Yahoo and Softbank◦ Risk Investment
Jack Ma◦ Strategic
◦ Know the Market E.g. free C2C
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Jack Ma -- Spiritual leader
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Special Product: Taobao.com
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Competition/competitors
B2B:
◦ Global sources
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B2C:
◦ JD
◦ Amazon China
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C2C:
◦ Paipai
◦ Eachnet
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My prediction
Succeed
◦ Huge Market
China
Globe
◦ But still increasing size
Fast-growing China
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Today:
◦ 248 B transactions in 2014
◦ > ebay, Amazon combined
Tomorrow:
◦ Larger
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“Today is cruel, tomorrow is cruel, the day
after tomorrow is pleasant, but most
people will die at tomorrow’s night.”
-- Jack Ma