China Online Payment Overview

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Eye For Travel - Travel Distribution Summit; Singapore March 19, 2008; William Bao Bean; Softbank China & India Holdings

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  • I think they have worked out most of the bugs and numbers are starting to ramp but I dont have an authoritative source...have to ask the players one by one

    Glad the ppt was useful

    William
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  • Wow thanks William, it is great to see a Venture Capitalist sharing their presentation to the Web users. I really love your presentation. I just want to know what is your view towards the growth in the spending of online shoppers in China? Aren't they afraid of the identity theft?
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China Online Payment Overview

  1. 1. March 2008 China Payment Overview WILLIAM BAO BEAN SOFTBANK CHINA & INDIA HOLDINGS
  2. 2. China Internet and eCommerce background <ul><li>220m Internet users as of March 2008 </li></ul><ul><li>2006: 43m online shoppers spending US$4.3bn </li></ul><ul><li>2007: 55m online shoppers spending US$8.25bn </li></ul><ul><li>Taobao 75% of turnover or US$6.1bn </li></ul>Source: BDA China, CIRC
  3. 3. China bank network overview <ul><li>180 banks, 740,000 outlets, 120,000 ATMs </li></ul><ul><li>1.5m bank cards. 75m credit cards vs 52m in 2006 </li></ul><ul><li>Int’l China bank cards 26 countries, 125,000 outlets and 365,000 ATMs </li></ul>Source: CUP
  4. 4. Chinese New Years 2008 report <ul><li>Card spend US$4.03bn vs US$2.52 in 2007 </li></ul><ul><li>Transactions 66.4m vs 44.3m in 2007 </li></ul><ul><li>Domestic retail sales US$36bn up 16% in spite of storms </li></ul><ul><li>Int’l card spend US$225m vs US$157m in 2007 </li></ul><ul><li>Domestic average spend per transaction US$60, Int’l US$417 </li></ul>Source: CUP
  5. 5. China OTA customers rising Source: SBCI, Company reports
  6. 6. Customer concentration in top cities falling Source: SBCI, Company reports
  7. 7. Guaranteed allotment hotels rising Source: SBCI, Company reports
  8. 8. Guaranteed allotment hotels bulk of bookings Source: SBCI, Company reports
  9. 9. eTickets almost all transactions Source: SBCI, Company reports
  10. 10. Online transactions stable Source: SBCI, Company reports
  11. 11. Package sales still small Source: SBCI, Company reports
  12. 12. Outbound air 15% of sales, 4-7% of volume Source: SBCI, Company reports
  13. 13. Bank card purchases of air tickets rising <ul><li>eLong 48% </li></ul><ul><li>Ctrip 60-70% </li></ul><ul><li>ETpass 30% </li></ul><ul><li>Yoee 60% </li></ul>Source: SBCI, Company reports
  14. 14. SoftBank China and India Holdings Bodhi Investments LLC <ul><li>Founded 2006 </li></ul><ul><li>Strategic backers SoftBank Corp. of Japan and Cisco </li></ul><ul><li>Target markets </li></ul><ul><ul><li>China and India </li></ul></ul><ul><ul><li>Selected South East Asian countries </li></ul></ul><ul><li>Target industries </li></ul><ul><ul><li>Internet and software, telecom value-added services, converged media and entertainment </li></ul></ul><ul><li>Target companies </li></ul><ul><ul><li>Early stage and selected pre-IPO opportunities </li></ul></ul><ul><li>5 investment professionals with offices in Shanghai and Bangalore </li></ul><ul><ul><li>Investment decision process independent of SoftBank and Cisco </li></ul></ul>
  15. 15. Thank You! William Bao Bean Partner [email_address] +86 139 1789 8171 +852 9131 0218

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