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วันอังคารที่ 29 ตุลาคม พ.ศ. 2567
Alibaba, Chinese e-commerce giant Are you still okay
It was founded in 1999 by
Mr. Jack Ma and 18 other friends.
On that day, he had a big dream.
Want to create a Chinese technology company It
came up and I was successful.
Very much in doing e-commerce business, yes
Is it so that he has expanded his growth?
Strongly not just in business Not
only e-commerce, but also investing in
logistics, Cloud computing,
digital media businesses, including financial businesses. It was
separated financially as well.
After 15 years, I made the decision.
Take the company to raise funds at the stock exchange
New York, USA, then use The
stock trigger said Baba at that time.
Baba was able to raise funds up to 73,000
million baht, which if considering the amount of money during At
that time, I must say that it was more than the media
or Facebook at that time. It was considered A
big fireworks show off for the world to see.
Chinese tech companies are coming.
Yes, but during my glorious time,
It seems like it's not very sustainable
because in 2020, it's okay. The
Chinese government decided to pay the price.
Adjust the total value to more than 100,000 million baht.
All at once, on the grounds of accusation, I won't allow it.
Stores selling on other platforms must sell on
Only our platform, not just It's a
story specific to Alibaba alone.
that are facing problems, but external factors from
Foreign countries also have an impact.
Yes, because at that time there was tension.
Between the United States and China, it began to arise.
Impact on Alibaba's business operations such as
Both from the fact that the United States at that time was very bad.
I want to blacklist Ali Cloud because I'm
afraid there will be a leak.
information and it affects cyber security
From the US side, besides that, it's still cheap.
Please press me to not share my own shares.
That's all, but Jack's relationship comes.
With the Chinese government, it has reached a point of vulnerability again.
times as well because after Jack the dog
This is why I have come out to criticize the rules. It was
forced by some aspects of the Chinese government, so we did it.
Let the Chinese authorities turn to increase strictness.
of business increased, followed by discrimination
Do not let this business bring in a
financial business to raise additional funds.
Which must be said that an financial or
owner of an online payment application
like alipay was at that time. This
is an important hope for us.
After that, Jack the dog couldn't do it.
Appeared in public for many years and did not
Yes, it's just the issue of Alibaba himself and the story.
of relations with the United States and with the authorities
China, but when the covid-19 crisis occurred,
of course, consumer behavior began to
Changed, other competitors in
China's e-commerce industry is also evolving.
Changing the strategy to compete for this market is like
doing an alib with all the effort. First of
All We have to Step Back and
look at the
Over e-commerce market The
penetration Rate is Only 30% So
We can go up further We think
That there is Room for a Number
of players Right Now we have Like
four five players there is
definitely Room for each of them To To To
Do well Within The
market Share That they Enjoy for
example jd.com is very Good at
what we Call One So This Is Like
You they Become a wholesaler for
their Online retailer they are
helping the supp to sell Online
So this a onep Player that is
Still doing Very Well and is Able
To defend itself Alibaba has been
you know enjoying The priz So He
has a lot of good brands and P
which is pdd is More on the
Lower End Lower City So They
Doing Very Well So each of
you Able To defend
their defend their capability Very
Well is Why even though
competition Is is intensifying but
each of them Still have their own
territory and they are still doing
Well, which is one of the strategies they chose to
To use it to fix the game during that time is
Adopt a strategy called OO or online to
Offline, which is the strategy o2o.
What I chose to do is to use strength.
Power on the online channel. We have
already laid out the entire ecosystem of the online world.
This is for consumers in the offline world.
You can access services and purchases. The
product is more convenient than before, so it has become
It's a strategy called merging. The
experience of spending both online and
and offline together
Yes, now we are coming to Hemazian.
This place is Hui Yuan.
Dianhemaziancheng is The
supermarket is located here. I
already have the heart to play in the offline market. It
is to sell products to the hands of consumers.
Actually, the word Kui Yuantian is a restaurant.
You must be a member only to be able to You
can buy it, but it's not difficult to sign up for membership.
Now let's see what we have here.
What is actually being sold? I have to say that I'm embarrassed to say that I hold it. It
is super and quite premium.
Imported products as well as fresh products, real people like them.
Buying things fresh is fresh to the point of having to be fresh.
So they set up an area that's
like a stress market like this.
His face and his side will say
Can be delivered to your home within 30 minutes. The only
problem is when someone orders online. There
will be an employee walking around, picking it up and putting it in the bag.
will be run along the conveyor belt
In addition, there are supermarkets that are up to date. At the
end of the day in China, we still see opportunities.
Business in China's bakery market as well if we look at
From the share of the snack market in China
Bakery is ranked second
at 34%, more popular than popular desserts.
Forever like candy and chocolate or even
Until now China is home to ice cream.
More than 500,000 bakeries and pastry shops
by 2022 industry value
China's bakeries grew to
$3.19.8 billion, with output increasing 6%
annually to 19.6 million tonnes and beyond. The
bakery industry in China continues to expand.
Later, it became one of the markets that
Developed with plenty of space left in
Further growth is expected.
Please note that the bakery industry in China will It
could grow to be worth
$49 billion by 2025.
However, the bakery industry It
still faces challenges similar to
other segments in the food and beverage market.
That is, adapting to The
needs of consumers are constantly changing. It's
fast and one of the important factors.
Chinese consumers today must adjust to have
Value for money, good value for money.
that has been paid for and must still have good nutrition
Health as well, and now I have sent the ship.
Become another player in this market such as
together, which at present has become a chain The
largest bakery network in the country It's
already finished, what the heck are you trying to adjust to?
I have entered the offline world since the story of
Selling fresh seafood is a success. It's
finished today. He moved to do the business.
Bakery since 2019 and he has adjusted
Continuously developed and developed for another part.
This industry in China is bakeries.
In China, if anyone ever has a chance to try it, they will see.
Oh, this is a bread shop where the prices are quite high.
One loaf costs 20 baht or something like that. It's a good seller.
Suddenly, he saw a gap right here.
Said hey, there's a strong salnae with a factory. The
production of the middle braid is in Kunshan.
Some of it is produced, it is already semi-processed,
and after that they will send it to be heat-treated.
There are about 350 branches of Merah
all over the country right now.
This has turned out to be their cost, which
is very efficient. They can do it cheaper than others.
So you can sell things at a price called
Value for money. Can you imagine?
Quality products available at very affordable prices.
This one is a cheesecake type, which costs
around 30 yuan, 100, around 160, 170.
That is, if you're outside, you might only get this type.
What's half a box of? It's not just snacks like this.
They also have Western and Chinese styles because
So he's quite diverse. I
must say that I have been doing it continuously and it has been successful. It was a
quiet success, others in the market might not be able to keep up with it. I
even realized it because the time he expanded...
Branch expansion will follow the opening of branches. It's
like a bakery model to sell as well, so I made it
for the part of his hip bakery.
Another business that is very worth keeping an eye on
and besides Premium supermarkets and
Another bakery that we just saw.
One business that makes it enter the market What is
very interesting offline is the movie theater business. The
hotel is called Fly Hotel, and
now we are staying at fl Hotel. It
is a hotel under our chain, and the concept
is Future Hotel. This one is... It
will be like the younger sibling who came to welcome us.
Being a robot, he says he can. He
helped us do many things.
P.K.A told him
that he was done dancing. Thank you. He really did.
Got a lot of things, including things like helping us.
What is the receipt box for check-in?
Anyway, let's go see what's there. The
ice cream maker is here.
Yay, I got
it now. You can check in below. It's all
neat and tidy. I'm about to enter the room.
Yes, here he doesn't need to use a card at all.
Please use my face to scan into the room to see. You can
enter. Oh, this is a room at the
Fly Soo Hotel, a member of our group. As soon as you
enter, you will see the decoration in the picture. The
kind that is a bit of a future or something like that.
Then I saw it and there was a younger person who helped me.
Nong Tian, I'm really jealous. I'll just say hi to you a little.
Mpangkwant candle
Come on, just now, Boy, he turned off the lights. It's really annoying.
I see that you don't have to walk and press any switches. In a
smart way that makes us You
can live in this room. It's
more comfortable.
KEEP shoots Tai Tian, as I told you just now. I
want him to turn on the song for me to listen to.
Let's tell him to turn off the music first. I'm
sorry.
Boy, will he turn off the music so we can explore.
Our other areas continue, this is one of them.
In the feature of the room in the hotel where we
can talk with him, it's mainly a
service that allows us to stay.
in this room comfortably with an assistant
Like Nong Thian, in addition to the Jing Ling milk.
That's right, there's a smart TV right now.
Tina, let's play around and see what services are available.
Let us try it out. Really?
This one first, this one will be small.
Dian Fu Wu would definitely recommend this hotel.
Yes, there are food items that we can use.
Towels, bedsheets, bedsheets, would like to order The
lotion was right there. I took out my phone. This is
me. Open alipay. Scan through
alipay. Press it and it will bring you to the page.
In the one where it's already linked, we're here.
Stay in this room and you can order our items. I
want it in about 15 minutes.
There's a little robot coming to deliver it to us. We'll wait.
Let's see how it is. For
example, Smart TV has a service that is linked
with U-Koo, which is
one of the Entertainment. platform under It's
our network as well.
That is, I acquired it in 2015,
and now it is considered one of A
platform where we can go watch movies.
Series, you can watch various videos quite easily.
Quite strong when we come in
As a customer at Fly Hotel, we
will have the same privileges as being a
VIP member, so we will be able to enter. You
can see the various movie series that they have here.
There's a lot.
Just now, there was a sound of a bell ringing. It was Nong. The
boss came to deliver the items as we ordered.
Let's see how it is.
Ah, this thing we ordered has arrived in the room.
This number is correct. Anyone can ignore it or press Open.
Press OK and they say that the item we ordered has arrived. It's
complete. Please help me take it out. When you're
done picking it up, please help close the door.
And if you're satisfied with your service, don't. I
forgot. Please help me review. I picked up the items. Come
down first and see that we have completed everything as we have ordered.
It said that it closed correctly. 3 will close
automatically. Convenient and does not require human intervention. There's
no need to have employees running around bringing things to you.
We are more efficient now.
Convenient for both the hotel and ourselves
as well.
From Alibaba's ecosystem that
consists of 7 business units, there will be a business unit.
There is a unit called innovation initiative. In fact, this unit will be
Unit for research and development to create growth
Next to the company, as in the case of Sai, it
comes from Fiy, a platform business.
Mr. Khruea's travel service
collaborates with Alibaba AI Lab to develop a hotel
This RAM has come up and you can see that
it can take the Noh in hand and build it further. start a
new business by yourself
Today, I had the opportunity to talk with Khun Ai
Jing, Investment analyst Asian equity
abin Investment, at our headquarter
to listen to strategies for adjustment. Let's
get to the picture of Alibaba's growth after this.
This Is The headquarter of
Alibaba Right Yes Oh I have heard
That They Have a lot of campus
but What is this campus for This
Is cc campus And this area is
for the
TE Business Unit The facility is
very good Yes Also like and there
is Gift Shop here and We can
see All the cute
moscot yes we can like the After The
Meeting We Can Go And Walk
and Walk and see Around What kind
of the Gift Shop That They Have
So After this we go to the
Meeting Inside Right. Stop Let's
go Let's
go. Here they say alid alid.
Here they say it's the exact date. It
's a picture of a group wedding of Baba's employees.
Jack also came as chairman to open the event. Just
keep the picture here.
So What is your inv is for them
Alibaba So Ali has Been a very
Strong e-commerce Player in china
but it Also has
Fac comp in the for
example And I think the company
ste is the most Important and
Continue will be the most
Important platform for domestic or
international business. And if you ask,
at present, does Alibaba have income from the group? For
any business, it must be said that the proportion of income
It is separated like this from e-commerce
in China 43%, e-commerce abroad 11%
Cloud 10% Logistics 10% Platform
Services in China 6% Digital Media and
Entertainment 2
and others
18% and what we have Seen for
this Company is that they are
targeting to Grow their gmb
again and We Have already Seen
some very encouraging results from
the Past Quarter and We Are
expecting their margin improvement
to see in a Seal quarters So are
There any Like Major concern on
the ecommerce Industry right now
As You can see It's like in the
overall Industry yes we Believe
that the discounts are getting
deeper for a lot of different
companies and That's The Key
concern for this Industry which, I
must say, in the past I encountered
Monsoon challenges both new players and
Entering the competition like many Short video platforms
that have turned to add channels for
Live selling things to both fans and
tiktok owners in Thailand as well as for showing off.
This is also the purchasing behavior of Chinese people. It has
also changed from what we have seen in the picture.
I would say that Chinese people in this era will focus
more on buying things that have Value for money,
or in other words, they will focus on buying things that have a price. It's
not very high, but I focus on quality. It
must be worth the price and again, there are serious competitors.
That uses all sorts of tricks from the buying group that
allows consumers to come together to buy things to get
Cheaper than before and still own it. A
platform that focuses on selling cheap products from manufacturers.
directly came to compete for market share in purchasing
Online stuff is good enough.
We should all know that this is the
first e-commerce in the Chinese market, right?
Now he has lost market share to
New players are just starting out and growing. I
hear it, and that is the main reason why many
Last year, the stock price was not as good as possible.
As investors expect, however Things
have change the Share gain by the
new players have been stabilizing
as they Are Not gaining Anymore
Like Before there is
Li
how can take market Share from
Alibaba has
stabilizing terms of the Share L by
Alibaba and Alibaba has Also
been using some measures
restructuring as well to make it
More
reactive to consumer demands So
The consumer User experience has
improv with Alibaba that helps you
know to stabilize the Market SH
Don't for That Alibaba the number
one ecommerce Player in china has
market Share of 25% with TE And
So
Still very formidable Player In
ecommerce I think The Growth
opportunity That have mention you
know becoming much Better In terms
Of defending The Core Business
After The restructuring focusing on
ecommerce the most you have her
All CH All which is logistic
That's All helping thee Business
To Do well and and one thing
That Has Changed as well is that
since the regulatory Crack Down If
you like to put It That Way Back
2021 companies Like tensen Alibaba
have Become a lot More disciplined
In terms Of Where they want to
invest they Just Don't Want To
invest in Everything Right they
Want To Go Back and Focus on Are
of expertise
Finally, it looks like it's starting to adjust.
By returning to focus on growth at Acom again.
This is the strategy time within the country itself, I know.
Then I will have to focus more on Value
for money in the international market.
Then we will focus on strategies that will answer each problem.
Markets that have entered more and more, such as Lazada in
our country right now, also provide It's
important to add Machi to the business group.
This is what must be considered as still being there.
Business groups with high growth opportunities are in There are a
number of ports, one of which is It
's the Cloud business that is growing evenly.
parallel to the digital economy including business
Financial technology or fintech
such as ipay as well. Today we had the
opportunity to observe Khun Chu, Investment
Manager Asian equity from aladin
Investment, attend the meeting to request information on
Invest more with Alibaba and
another main business that many people may not know yet.
that this is an important part of Alibaba's long-term growth
is the Cloud business, which
aloud is considered to be the largest Cloud service provider
in China and has state-of-the-art technology
Take it as an important part in development.
China's digital economy in the recent past and
It's going to play an increasingly important role in the future.
If you look at the Amazon The
Cloud Business Is Like 50% of
amazon's valuation ally Cloud you
know
remains at a very Early Stage of
adoption
in china Ali Cloud is Only
getting Around 8% operating
margin, so it's no surprise that many people
Please overlook this business because Aloud is
still in the early stages of expansion.
in China and al Cloud's services can
still go a long way because
Therefore, if compared, they
say that al Cloud still has growth. and
can still create value for the company
Alibaba is that They
Have done Well In terms of The
earnings Meeting expectation I know
It's Still not growing like you
know Like what it Used To Be But
It's No longer declining Right It
is stabilizing So I Think The
worst In terms Of The Share Price
Performance is Behind US apart
from the Growth opportunity that i
mentioned It is Still very Cheap
and one Important Technical Factor
that i want to mention is that L
in Hong Kong from secondary to
Primary So Main Chinese can buy I
think We Have Seen a lot of the
chinese coming down to buy not
physically coming down but Money
coming down Through The Stock
Exchange Dubai The Alibaba So Yeah
all in All I think there is
valuation and there is Growth So
We Are Not We Are We Are
actually constructive On Alibaba
long term but Coming Back to our
portfolio We Are seeing around 16
to 17% earnings Grow despite The
Economic slow not Just Alibaba It
is Also many other companies
giving you 5% dividend you even
the chinese banks That May be
facing More Economic challenges
they Still giving you 67% dividend
you but Coming Back Again you
know what People Are Not just
putting the Cash Under the pillow
they are still spending you know
If they not spending on housing
they spending on other Things like
for example they spending On
Travel So there is definitely
opportunities in terms of
consumption you know There are still
Bright spots That investors
Should not Just be Reading The
papers and forget about China
From the fact that we have gone deep into China's Inside
throughout the 6 episodes of this series,
we believe that China's consumption picture has been reflected.
To see the questions that many people are having with The
Chinese economy is doing reasonably well, actually.
If we look carefully, we might see that China today
This may not be as segregating as many people think.
People only think that what we see is the way of things.
China's economic growth is changing.
Go and if anyone is interested in investing in Chinese stocks,
Adin also has 3 interesting funds to recommend. The
abidin All
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AB CG offers sustainable investment opportunities in top Chinese stocks.
Leading the world to focus on investing in large Chinese stocks and
Central to all markets, both those registered in China and those listed
Registered in foreign countries around the world 2 open funds
abin China aare sustainable equity
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Stand on Chinese stocks registered in mainland China. The
main ones are the High Stock Exchange and the
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Invest in medium- and small-sized Chinese stocks in every market.
Registered in China and registered abroad
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see also finance and business knowledge
see also finance and business knowledge
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