Company report alibaba

What they do?

C2C: Taobao.com

B2C: Tmall.com

B2B: Alibaba.com

Electronic Payment Service

Shopping Search Engine

Cloud Computing

Financial information

Market Cap: 211.27B

◦ Amazon: 179.95B

◦ eBay: 71.70B

Market price:

◦ $ 84.66

Net Income 2014:

◦ 3.81 B

Where is it ?

History 1995 English teacher

1999 Jack Ma’s apartment

2000 Raise US$20M Softbank

2001 Surpass 1M users + Profits

2003 Taobao founded again at Jack’s

apartment

2005 Strategic partnership with Yahoo

Only one correct decision

2006 ebay quitted China

2007 IPO at HK stock exchange

2008 B2C Tmall founded

2009 Alibaba Cloud Computing

2012 Buy back from Yahoo

2014 Biggest IPO in history

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

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

Jack Ma -- Spiritual leader

Special Product: Taobao.com

Competition/competitors

B2B:

◦ Global sources

B2C:

◦ JD

◦ Amazon China

C2C:

◦ Paipai

◦ Eachnet

My prediction

Succeed

◦ Huge Market

China

Globe

◦ But still increasing size

Fast-growing China

Today:

◦ 248 B transactions in 2014

◦ > ebay, Amazon combined

Tomorrow:

◦ Larger

“Today is cruel, tomorrow is cruel, the day

after tomorrow is pleasant, but most

people will die at tomorrow’s night.”

-- Jack Ma

Thank you