Tag Archive: Alibaba

Taobao and TMall, the Massive and Fast Growing Online Retail Ecosystem in China

Alibaba provides the largest retail commerce business in the world in terms of GMV 2020, which is up to US 1 trillion in terms of GMV. Alibaba operate China retail marketplaces, consisting of Taobao Marketplace, China’s largest mobile commerce destination with a large and growing social community, and Tmall, the world’s largest third-party online and mobile commerce platform for brands and retailers.  As I have said Alibaba aims to build the operating system for commerce, and provides a bundle of services…
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Ant Group, Building Payment and Financial Services Infrastructure through Technology Innovation

In September, the hottest market news is Ant Group, backed by Alibaba, will go public to list its shares in Hong Kong and on Shanghai’s Star Market, China’s Nasdaq-like tech board. This will lead to one of the biggest IPO in histroy.  Let’s see what business Ant Group provides and why it may pull off a record breaking IPO.  In “Alibaba, the Operating System for Commerce, Make Business Easy Anywhere“, I have briefly provide one picture that the payment and…
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Tencent, Fostering Connecting Ecosystem to Serve Enterprises and Consumers

Tencent was founded in Shenzhen, China, in 1998, and listed on the Main Board of the Stock Exchange of Hong Kong since June 2004. As I mentioned before, Shenzhen is an amazing city. Within 40 years history, numerous competitive companies were founded in Shenzhen, the most famous companies are Tencent, Huawei, Ping An, and China Merchants Bank Currently, Tencent and Alibaba is the Top 2 conglomerates by market capitalization. Alibaba aims to provide operating system for commerce and make business…
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Wuhan, Stay Strong! China, Stay Strong!

In this Chinese New Year, I was planned to travel to Wuhan for several days during my stay in my hometown. As we all know that the Noval Coronavirus epidemic has spread all over country from Wuhan. More than 80% infections was in Wuhan, and the city has been locked since Jan 23.  I have write a post about how the Noval Coronavirus affected Chinese daily life and the suggestions to cope with the unexpected disasters: Coronavirus Outbreak in China, and How…
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Coronavirus Outbreak in China, and How We Adapt to the Black Swan World

So far, as we all know, in Chinese New Year, a noval coronavirus is fastly spreading across China and abroad. The outbreak was firstly reported in Wuhan, central city of China. The rumor still need verfied is that the disease is caused by people eat bat.   Here is what we know about the coronavirus impact until Feb 14: There is no doubt that the Noval Coronavirus is hugely affecting everyone life in China. Normally, in Chinese new year, most of Chinese going back to there…
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The Competitive Advantages and Moat Analysis of Ping An

Last week, I went to 4S shop to renew my car insurance, as the insurer sold different companies insurances, I asked which companie car insurance was sold most in her mind. The girl just give me a quick reply: Ping An, and around 70% of her customers adopts Ping An insurance. OK, that’s maybe just one special case, however, more and more people chooses Ping An as their insurer.  As I mentioned in my another post : Ping An, a World-Leading…
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Alibaba, the Operating System for Commerce, Make Business Easy Anywhere

Alibaba is the largest enterprise in China by market capital right now, and it only has 20 years history, which aim to last at least 102 years. The most important founder, Jack Ma, is like a rock star. In China, Alibaba and Tencent provides the digital life and transformed everyone’s life. Alibaba aim to build the operating system for commerce, and buying items online is a basic lifestyle. Tencent has built infrastructure for social life online, everyone’s phone has Wechat or…
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Some thoughts on vision, business, and investment

Let’s start with a scenario: when you travel in a strange place and get lost, luckily you find a road sign, however, there are many complex directions on it. What will you do next? I think many people will try different ways in short distance and back to the original place in the end. Another example I believe most people tried when they are kids: close your eyes even in a wide straight road and try to find how long…
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