Internet has drastically altered the way in
which information is shared. Businesses today are moving towards a generation
of trend, in which e-commerce has taken a large portion of the market share,
combating the existence of brick and mortar. One of the recent hot news that
caught my attention is on Alibaba U.S listing. Under the leadership of Jack-Ma,
also the cofounder of Alibaba, this China based business to business marketing
site serves more than 79 million member and more than 240 countries.
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| (Source: forbes.com) |
Business Model
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| (Source: lazure2.wordpress.com) |
Alibaba (Simplified Version)
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| (Source: ft.com) |
Pictures that simplifies all of the hardship
- Alibaba Net Income in 2013 is more than Amazon and eBay
combined
- Note that Alibaba Gross Merchandise volume in 2013 is
$248 Billion, 2.5 times more than Amazon, 3.2 times more than eBay (lets
visualize how big the Gross Merchandise volume is)
 |
| (Source: World Development Database) |
- Extracted from World Development Indicator, World Bank,
Measuring Nation GDP
ü Note
that Malaysia Nation GDP level is around $312 Billion
ü Alibaba
Gross Merchandise volume in 2013 ($248 Billion) is more than Greece GDP (241
Billion)
- Alibaba 4 Major Shareholder
ü Softbank
34.4%
ü Yahoo
22.6%
ü Jack
Ma 8.9%
ü Joseph
Tsai 3.6%
- Alibaba dominates China Market, Let’s have a look on
china total population
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| (Source: en.wikipedia.org) |
GDEX and Efficient E-Solution
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| (Source: ft.com) |
-Alibaba Buys 10% of Singapore Post in the move to expand
its business overseas and to create international e-commerce tie-up
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| (Source: cimb company report) |
-Singapore Post own 27% stake in GDEX and 21% stake in
Efficient E-Solutions.
GDEX
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| (Source: gdexpress.com) |
Efficient E-Solution
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| (Source: efficient.com.my) |
-Believing Alibaba will be the largest e-commerce
business in the history, expansion of their business will eventually spill over
into Singapore & Malaysia. Surprisingly, in Malaysia, there are already few
Alibaba office. In long term, I'm expecting a revenue boost in both Gdex and Efficient. Shortly, I’m betting on some price action upon Alibaba listing date (tentatively on 8th
August 2014)
