- The document analyzes Alibaba Group (BABA) as an investment opportunity, providing 3 investment theses: 1) Alibaba's new retail model has potential for growth in China's e-commerce market. 2) Alibaba's Rural Taobao initiative can tap the rural e-commerce market. 3) Cloud computing is a strong growth area and Alibaba has advantages in data resources.
- A discounted cash flow analysis values Alibaba at $267 per share, with a margin of safety of 65%. Key metrics like ROA, ROE, and margins indicate Alibaba is undervalued compared to peers.
The document provides an overview of the e-commerce industry in India. Some of the key points summarized are:
- The Indian e-commerce market is expected to grow from $38.5 billion in 2017 to $200 billion by 2026, driven by rising internet and smartphone penetration. Electronics currently accounts for the largest segment.
- Logistics is a major component supporting e-commerce growth and the e-commerce logistics market is projected to increase from $460 million in 2016 to $2.2 billion by 2020.
- Major players like Flipkart, Amazon and Snapdeal are investing heavily in expanding product categories and regions to capitalize on the fast growing e-commerce opportunity in India. The
- The Indian e-commerce industry has grown rapidly and is expected to surpass the US to become the second largest e-commerce market by 2034.
- E-commerce sales in India are expected to grow from US$38.5 billion in 2017 to US$200 billion by 2026, driven by rising internet and smartphone penetration.
- Electronics currently accounts for the largest share of the e-commerce retail market at 47%, followed by apparel at 31%.
- The Indian e-commerce industry is growing rapidly and is expected to surpass the US to become the second largest e-commerce market by 2034.
- Rising internet penetration is fueling growth in the e-commerce sector, with internet users in India projected to increase from 391 million in 2016 to 700 million by 2020.
- The e-commerce market in India is expected to grow from $30 billion in 2016 to $120 billion in 2020, representing the highest annual growth rate in the world for e-commerce.
The document provides an overview of the e-commerce industry in India. Some key points:
- The Indian e-commerce market is expected to grow from US$38.5 billion in 2017 to US$200 billion by 2026, registering strong growth.
- Rising internet and smartphone penetration are major drivers of growth in the e-commerce sector in India. Internet users are expected to increase to 829 million by 2021 from 481 million in 2017.
- Electronics currently accounts for the largest share (47%) of the e-commerce retail market in India. Apparel accounts for the second largest share (31%).
- Logistics is a major component of the e-commerce industry in India, expected to grow
The document provides an overview of the e-commerce industry in India. Some key points:
- The Indian e-commerce market is expected to grow from US$38.5 billion in 2017 to US$200 billion by 2026, registering a CAGR of over 11%.
- Rising internet penetration, which is expected to reach 700 million users by 2020, will drive growth in e-commerce.
- The government's Digital India initiative and FDI policies are helping to attract investment and support the growth of the industry.
- The Indian e-commerce market is expected to grow from $38.5 billion in 2017 to $64 billion by 2020 and $200 billion by 2026, driven by growing internet penetration.
- Electronics currently accounts for 48% of online retail sales, followed by apparel at 29%.
- Online retail currently makes up only 1.5-5% of total retail in India but is growing rapidly, expected to reach 5-10% by 2020.
- The e-commerce retail logistics market in India is estimated at $1.35 billion in 2018 and is projected to grow at a 36% compound annual growth rate over the next five years.
Indian E commerce (Online Retail and Banking)Eshant Sharma
The document discusses the growth of e-commerce in Asia Pacific and globally. It notes that Asia Pacific has emerged as the strongest B2C e-commerce region in the world, with China, the US, and India having the largest sales. While China's e-commerce sales reached $328 billion in 2013, India's sales were only $10.7 billion due to lower internet penetration. The document also outlines India's demographic profile of online users, trends in online orders and funding of Indian e-commerce companies.
E-commerce in India has grown rapidly in recent years, with the number of internet and online shoppers increasing exponentially. Online retail grew 35% annually between 2015-2017, reaching $7 billion by 2015. Key segments of e-commerce include online travel (61% of the market), electronics, apparel, and mobile/DTH recharging. The overall e-commerce market in India reached $24 billion by 2015 and is projected to continue growing substantially, driven by increasing internet and smartphone penetration along with more companies entering the online retail space.
The document provides an overview of the e-commerce industry in India. Some of the key points summarized are:
- The Indian e-commerce market is expected to grow from $38.5 billion in 2017 to $200 billion by 2026, driven by rising internet and smartphone penetration. Electronics currently accounts for the largest segment.
- Logistics is a major component supporting e-commerce growth and the e-commerce logistics market is projected to increase from $460 million in 2016 to $2.2 billion by 2020.
- Major players like Flipkart, Amazon and Snapdeal are investing heavily in expanding product categories and regions to capitalize on the fast growing e-commerce opportunity in India. The
- The Indian e-commerce industry has grown rapidly and is expected to surpass the US to become the second largest e-commerce market by 2034.
- E-commerce sales in India are expected to grow from US$38.5 billion in 2017 to US$200 billion by 2026, driven by rising internet and smartphone penetration.
- Electronics currently accounts for the largest share of the e-commerce retail market at 47%, followed by apparel at 31%.
- The Indian e-commerce industry is growing rapidly and is expected to surpass the US to become the second largest e-commerce market by 2034.
- Rising internet penetration is fueling growth in the e-commerce sector, with internet users in India projected to increase from 391 million in 2016 to 700 million by 2020.
- The e-commerce market in India is expected to grow from $30 billion in 2016 to $120 billion in 2020, representing the highest annual growth rate in the world for e-commerce.
The document provides an overview of the e-commerce industry in India. Some key points:
- The Indian e-commerce market is expected to grow from US$38.5 billion in 2017 to US$200 billion by 2026, registering strong growth.
- Rising internet and smartphone penetration are major drivers of growth in the e-commerce sector in India. Internet users are expected to increase to 829 million by 2021 from 481 million in 2017.
- Electronics currently accounts for the largest share (47%) of the e-commerce retail market in India. Apparel accounts for the second largest share (31%).
- Logistics is a major component of the e-commerce industry in India, expected to grow
The document provides an overview of the e-commerce industry in India. Some key points:
- The Indian e-commerce market is expected to grow from US$38.5 billion in 2017 to US$200 billion by 2026, registering a CAGR of over 11%.
- Rising internet penetration, which is expected to reach 700 million users by 2020, will drive growth in e-commerce.
- The government's Digital India initiative and FDI policies are helping to attract investment and support the growth of the industry.
- The Indian e-commerce market is expected to grow from $38.5 billion in 2017 to $64 billion by 2020 and $200 billion by 2026, driven by growing internet penetration.
- Electronics currently accounts for 48% of online retail sales, followed by apparel at 29%.
- Online retail currently makes up only 1.5-5% of total retail in India but is growing rapidly, expected to reach 5-10% by 2020.
- The e-commerce retail logistics market in India is estimated at $1.35 billion in 2018 and is projected to grow at a 36% compound annual growth rate over the next five years.
Indian E commerce (Online Retail and Banking)Eshant Sharma
The document discusses the growth of e-commerce in Asia Pacific and globally. It notes that Asia Pacific has emerged as the strongest B2C e-commerce region in the world, with China, the US, and India having the largest sales. While China's e-commerce sales reached $328 billion in 2013, India's sales were only $10.7 billion due to lower internet penetration. The document also outlines India's demographic profile of online users, trends in online orders and funding of Indian e-commerce companies.
E-commerce in India has grown rapidly in recent years, with the number of internet and online shoppers increasing exponentially. Online retail grew 35% annually between 2015-2017, reaching $7 billion by 2015. Key segments of e-commerce include online travel (61% of the market), electronics, apparel, and mobile/DTH recharging. The overall e-commerce market in India reached $24 billion by 2015 and is projected to continue growing substantially, driven by increasing internet and smartphone penetration along with more companies entering the online retail space.
The document discusses strategies adopted by e-commerce companies in India. Some key points:
1. E-commerce companies are expanding to different cities, regions, and countries to reach more customers. They are also expanding their product ranges.
2. Companies are focusing on personalization, localization, and customization to better understand customer preferences in different areas.
3. Logistics and fast delivery are important for customer satisfaction. E-commerce players are partnering with logistics companies and setting up fulfillment centers for efficient delivery.
The document provides an overview of the e-commerce industry in India. It discusses the growth of the e-commerce market, which is expected to reach $200 billion by 2026 from $38.5 billion in 2017. Rising internet penetration is a key driver, with internet users in India projected to increase to 829 million by 2021. The online retail market is valued at $17.8 billion in 2017 and is growing rapidly. Electronics and apparel are the largest categories currently. Strategies adopted by e-commerce players include expansion, ancillary services, assisted commerce and personalized experiences. Key growth drivers include increasing awareness, investment and government initiatives like Digital India.
E-commerce is expected to grow significantly in Asia in the coming years, with the number of digital buyers in Asia Pacific projected to exceed 1 billion by 2018. In India specifically, active e-commerce penetration is currently only 28% but is expected to increase substantially given India's growing internet user base and trends toward online shopping. The e-commerce market in India grew from $2.5 billion in 2009 to an estimated $38.5 billion by 2017. Major types of e-commerce include business-to-business, business-to-customer, business-to-government, and consumer-to-consumer. The future of e-commerce in India is promising due to increasing demand for broadband access, rising living standards,
Are still not aware of growing number of internet users in India? Check this infogarphic for facts about mobile eCommerce & key drivers of India eCommerce. #IndiaeCommerce #eZdiaContentCreationPlatform #ContentCreation
Flipkart is an electronic commerce company headquartered in Bengaluru, India. It was founded in October 2007 by Sachin Bansal and Binny Bansal.
The Presentation is about how Flipkart emerged their business in Global Context. The presentation tell you the complete details about the company's history, sales, marketing, finance and other operations.
New rules in e commerce (India 2019)
Models of E-commerce.
What was the need for new rules.
Revised Rules of E-commerce.
Expectation from new rules.
Opinions: Who likes it, who hates it
Case Study – Amazon
Brandon Brown is seeking employment as a Clinical Laboratory Scientist. He has over 5 years of experience working in hospital laboratories, including his current role as a Medical Technologist at Houston Methodist Hospital where he performs urinalysis, chemistry, coagulation, blood gas, and platelet testing. Brown has a Bachelor's degree in Medical Technology from the University of Arkansas and a Master's degree in progress from the University of Southern Mississippi. He has ASCP certification and references available.
Mykah A. York is a candidate for a Bachelor's degree in Speech and Language Pathology from the University of West Georgia, class of 2018. She has experience in customer service, education, childcare, and leadership roles. Her skills include problem solving, communication, mentoring, and working with children and youth.
The preaching team arrived in Sumer village, located in Pali district of Rajasthan, India. They held religious programs for the villagers, including chanting holy names and book distribution. They also visited a local family and saw a large sword belonging to one of the villagers from the Rajput community.
Makalah ini membahas tentang pengertian dan kriteria usaha mikro, kecil, menengah dan besar menurut undang-undang terkait. Usaha mikro memiliki kekayaan bersih maksimal Rp50 juta atau omzet maksimal Rp300 juta, usaha kecil Rp50-500 juta kekayaan bersih atau Rp300 juta-Rp2,5 miliar omzet, usaha menengah Rp500 juta-Rp10 miliar kekayaan bersih atau Rp
BangML Meetup 1: The Path to Becoming an Machine Learning ExpertDhilipsiva DS
This document provides guidance on becoming an ML expert, including:
- Taking Andrew Ng's popular ML course on Coursera to get started
- Studying mathematics like linear algebra, probability, and statistics
- Exploring other online courses and resources on ML from Stanford, edX, and Udacity
- Checking GitHub repositories for example codes, tutorials, books, and interesting ML projects
- Considering libraries like TensorFlow, scikit-learn, and others for building ML systems
Dokumen ini membahas roadmap pengembangan usaha mikro, kecil, dan menengah (UMKM) serta koperasi di Indonesia dari tahun 2010 hingga 2014. Roadmap untuk usaha mikro fokus pada pemberdayaan dan akses kredit, sedangkan untuk usaha kecil dan menengah fokus pada peningkatan kapasitas. Tujuan akhir roadmap ini adalah tumbuhnya brand-brand lokal menjadi brand nasional dan regional yang kuat.
Keynote Lauri Oksanen - Future X Network - a Nokia Bell Labs View - Mindtrek ...Mindtrek
- 5G will change the world by enabling 10 years of battery life on devices, 100 Mbps speeds whenever needed, ultra-reliability, supporting 10-100x more devices and 10,000x more traffic, low-cost machine-to-machine communication, over 10 Gbps peak data rates, less than 1 ms radio latency, and connecting everything.
- Network technology has evolved from 1990s technologies like ADSL to future technologies like 5G, which will expand human possibilities.
- The future network environment will be very different from the past, with a focus on human and business needs over technology, distributed architectures over centralized ones, dynamic and infinite sharing over static and limited sharing, and cooperative investment
Standard costing is a technique used to control costs and revenues by using variance analysis. It involves setting standard costs for inputs and outputs, collecting actual costs, and calculating variances between standard and actual costs. Variances can be analyzed to identify reasons for differences and take corrective actions if needed. The document provides examples of calculating variances for materials, labor, variable overhead, fixed overhead, and sales under the standard costing technique.
Author : HH RP Bhakti Raghava Swami
E-Mail : Bhakti.Raghava.Swami@pamho.net
Date Produced : 2015
Editor: Sriman Prafullakumar Seelam
Serial No: 1 of 54
This presentation covers what standard costing is, its uses and limitations. Also included is a small case solved case study for better understanding of the topic.
How to use vlookup & simple formula's for inventoryhowto-excel
This document discusses using Vlookup formulas in Excel for inventory management. It explains that Vlookup allows finding errors between sheets, saves time, and provides fast results. Examples are given of using Vlookup to update previous month closing values as current month openings, calculate closing quantities and values with basic formulas, determine weighted averages, and find product costs based on total receipt values and quantities. Step-by-step examples are included of the Vlookup formula and calculations for closing values, weighted averages, and product costs.
خصائص المتطلبات الوظيفية للتسجيلات الببليوجرافية (فربر) / إعداد وترجمة محمد ع...Muhammad Muawwad
يرتبط كل كيان entity من الكيانات المحددة في نموذج المتطلبات الوظيفية للتسجيلات الببليوجرافية بمجموعة من الخصائص أو الصفات characteristics or attributes. وخصائص الكيان هي بمثابة الوسيلة التي يصيغ بها المستفيدين الاستفسارات وتفسير الإجابات عند التماس المعلومات حول كيان معين.
We issued a buy recommendation for Alibaba (BABA) stock with a price target of $76.2, implying a 13.29% return. Alibaba generates significant revenue from its Singles Day shopping festival, rural Taobao marketplace, cloud computing, and international operations. It has improved logistics through partnerships, allowing same-day delivery in more cities. Our recommendation is based on valuations using discounted cash flow analysis, comparable company analysis, and forward P/E that estimate the stock price at $62-84. Key risks include potential counterfeiting issues and currency fluctuations affecting exchange rates.
Presentación de Alibaba para la jornada "Ecommerce en China con Alibaba Group" celebrada el 15 de diciembre de 2017 en Madrid. Organizada por Adigital con la colaboración de ICEX, Red.es, FEDER y Confianza Online.
The document discusses strategies adopted by e-commerce companies in India. Some key points:
1. E-commerce companies are expanding to different cities, regions, and countries to reach more customers. They are also expanding their product ranges.
2. Companies are focusing on personalization, localization, and customization to better understand customer preferences in different areas.
3. Logistics and fast delivery are important for customer satisfaction. E-commerce players are partnering with logistics companies and setting up fulfillment centers for efficient delivery.
The document provides an overview of the e-commerce industry in India. It discusses the growth of the e-commerce market, which is expected to reach $200 billion by 2026 from $38.5 billion in 2017. Rising internet penetration is a key driver, with internet users in India projected to increase to 829 million by 2021. The online retail market is valued at $17.8 billion in 2017 and is growing rapidly. Electronics and apparel are the largest categories currently. Strategies adopted by e-commerce players include expansion, ancillary services, assisted commerce and personalized experiences. Key growth drivers include increasing awareness, investment and government initiatives like Digital India.
E-commerce is expected to grow significantly in Asia in the coming years, with the number of digital buyers in Asia Pacific projected to exceed 1 billion by 2018. In India specifically, active e-commerce penetration is currently only 28% but is expected to increase substantially given India's growing internet user base and trends toward online shopping. The e-commerce market in India grew from $2.5 billion in 2009 to an estimated $38.5 billion by 2017. Major types of e-commerce include business-to-business, business-to-customer, business-to-government, and consumer-to-consumer. The future of e-commerce in India is promising due to increasing demand for broadband access, rising living standards,
Are still not aware of growing number of internet users in India? Check this infogarphic for facts about mobile eCommerce & key drivers of India eCommerce. #IndiaeCommerce #eZdiaContentCreationPlatform #ContentCreation
Flipkart is an electronic commerce company headquartered in Bengaluru, India. It was founded in October 2007 by Sachin Bansal and Binny Bansal.
The Presentation is about how Flipkart emerged their business in Global Context. The presentation tell you the complete details about the company's history, sales, marketing, finance and other operations.
New rules in e commerce (India 2019)
Models of E-commerce.
What was the need for new rules.
Revised Rules of E-commerce.
Expectation from new rules.
Opinions: Who likes it, who hates it
Case Study – Amazon
Brandon Brown is seeking employment as a Clinical Laboratory Scientist. He has over 5 years of experience working in hospital laboratories, including his current role as a Medical Technologist at Houston Methodist Hospital where he performs urinalysis, chemistry, coagulation, blood gas, and platelet testing. Brown has a Bachelor's degree in Medical Technology from the University of Arkansas and a Master's degree in progress from the University of Southern Mississippi. He has ASCP certification and references available.
Mykah A. York is a candidate for a Bachelor's degree in Speech and Language Pathology from the University of West Georgia, class of 2018. She has experience in customer service, education, childcare, and leadership roles. Her skills include problem solving, communication, mentoring, and working with children and youth.
The preaching team arrived in Sumer village, located in Pali district of Rajasthan, India. They held religious programs for the villagers, including chanting holy names and book distribution. They also visited a local family and saw a large sword belonging to one of the villagers from the Rajput community.
Makalah ini membahas tentang pengertian dan kriteria usaha mikro, kecil, menengah dan besar menurut undang-undang terkait. Usaha mikro memiliki kekayaan bersih maksimal Rp50 juta atau omzet maksimal Rp300 juta, usaha kecil Rp50-500 juta kekayaan bersih atau Rp300 juta-Rp2,5 miliar omzet, usaha menengah Rp500 juta-Rp10 miliar kekayaan bersih atau Rp
BangML Meetup 1: The Path to Becoming an Machine Learning ExpertDhilipsiva DS
This document provides guidance on becoming an ML expert, including:
- Taking Andrew Ng's popular ML course on Coursera to get started
- Studying mathematics like linear algebra, probability, and statistics
- Exploring other online courses and resources on ML from Stanford, edX, and Udacity
- Checking GitHub repositories for example codes, tutorials, books, and interesting ML projects
- Considering libraries like TensorFlow, scikit-learn, and others for building ML systems
Dokumen ini membahas roadmap pengembangan usaha mikro, kecil, dan menengah (UMKM) serta koperasi di Indonesia dari tahun 2010 hingga 2014. Roadmap untuk usaha mikro fokus pada pemberdayaan dan akses kredit, sedangkan untuk usaha kecil dan menengah fokus pada peningkatan kapasitas. Tujuan akhir roadmap ini adalah tumbuhnya brand-brand lokal menjadi brand nasional dan regional yang kuat.
Keynote Lauri Oksanen - Future X Network - a Nokia Bell Labs View - Mindtrek ...Mindtrek
- 5G will change the world by enabling 10 years of battery life on devices, 100 Mbps speeds whenever needed, ultra-reliability, supporting 10-100x more devices and 10,000x more traffic, low-cost machine-to-machine communication, over 10 Gbps peak data rates, less than 1 ms radio latency, and connecting everything.
- Network technology has evolved from 1990s technologies like ADSL to future technologies like 5G, which will expand human possibilities.
- The future network environment will be very different from the past, with a focus on human and business needs over technology, distributed architectures over centralized ones, dynamic and infinite sharing over static and limited sharing, and cooperative investment
Standard costing is a technique used to control costs and revenues by using variance analysis. It involves setting standard costs for inputs and outputs, collecting actual costs, and calculating variances between standard and actual costs. Variances can be analyzed to identify reasons for differences and take corrective actions if needed. The document provides examples of calculating variances for materials, labor, variable overhead, fixed overhead, and sales under the standard costing technique.
Author : HH RP Bhakti Raghava Swami
E-Mail : Bhakti.Raghava.Swami@pamho.net
Date Produced : 2015
Editor: Sriman Prafullakumar Seelam
Serial No: 1 of 54
This presentation covers what standard costing is, its uses and limitations. Also included is a small case solved case study for better understanding of the topic.
How to use vlookup & simple formula's for inventoryhowto-excel
This document discusses using Vlookup formulas in Excel for inventory management. It explains that Vlookup allows finding errors between sheets, saves time, and provides fast results. Examples are given of using Vlookup to update previous month closing values as current month openings, calculate closing quantities and values with basic formulas, determine weighted averages, and find product costs based on total receipt values and quantities. Step-by-step examples are included of the Vlookup formula and calculations for closing values, weighted averages, and product costs.
خصائص المتطلبات الوظيفية للتسجيلات الببليوجرافية (فربر) / إعداد وترجمة محمد ع...Muhammad Muawwad
يرتبط كل كيان entity من الكيانات المحددة في نموذج المتطلبات الوظيفية للتسجيلات الببليوجرافية بمجموعة من الخصائص أو الصفات characteristics or attributes. وخصائص الكيان هي بمثابة الوسيلة التي يصيغ بها المستفيدين الاستفسارات وتفسير الإجابات عند التماس المعلومات حول كيان معين.
We issued a buy recommendation for Alibaba (BABA) stock with a price target of $76.2, implying a 13.29% return. Alibaba generates significant revenue from its Singles Day shopping festival, rural Taobao marketplace, cloud computing, and international operations. It has improved logistics through partnerships, allowing same-day delivery in more cities. Our recommendation is based on valuations using discounted cash flow analysis, comparable company analysis, and forward P/E that estimate the stock price at $62-84. Key risks include potential counterfeiting issues and currency fluctuations affecting exchange rates.
Presentación de Alibaba para la jornada "Ecommerce en China con Alibaba Group" celebrada el 15 de diciembre de 2017 en Madrid. Organizada por Adigital con la colaboración de ICEX, Red.es, FEDER y Confianza Online.
- The Indian e-commerce industry has grown rapidly and is expected to surpass the US to become the second largest e-commerce market by 2034.
- E-commerce sales in India are expected to grow from US$38.5 billion in 2017 to US$200 billion by 2026, driven by rising internet and smartphone penetration.
- Electronics currently accounts for the largest segment of the e-commerce retail market in India, followed by apparel. Logistics is a major component supporting the growth of e-commerce retail in India.
The document provides an overview of the e-commerce industry in India. Some key points:
- The Indian e-commerce market is expected to grow from $15.6 billion in 2016 to $64 billion in 2020, representing a CAGR of 44.8%.
- Rising internet penetration, expected to reach 700 million users by 2020, will drive growth in e-commerce.
- Electronics currently accounts for the largest segment of the e-commerce retail market in India at 47%.
- The Indian e-commerce industry is growing rapidly and is expected to surpass the US to become the second largest e-commerce market by 2034.
- E-commerce sales in India are expected to reach $64 billion by 2020 and $200 billion by 2026, driven by rising internet penetration and growing consumer wealth.
- Private equity and venture capital investment in Indian e-commerce reached a record $11.2 billion in the first half of 2017 as the sector attracts more funding.
Alibaba is looking to expand its business in India as online retail sales are growing rapidly. India's online retail is estimated to reach $45 billion in the next 5 years. Alibaba has over 367 million active users globally and is ranked 174th in the Forbes largest companies list. To capture the Indian market, Alibaba is considering launching an e-commerce app and website targeting users in tier 2 and 3 cities. Focusing on these smaller cities could benefit Alibaba as internet usage is rising and discretionary spending is expected to increase. Upcoming festivals, sports events and trade shows also provide opportunities for marketing.
The document provides an overview of the e-commerce industry in India. Some key points:
- The Indian e-commerce market is expected to grow from $38.5 billion in 2017 to $200 billion by 2026, surpassing the US.
- Rising internet penetration from 429 million users in 2017 to 829 million by 2021 will drive e-commerce growth.
- Electronics currently accounts for 47% of the e-commerce retail market, followed by apparel at 31%.
- The logistics sector supporting e-commerce is expected to grow from $460 million in 2016 to $2.2 billion by 2020.
- Major players like Flipkart, Amazon and Paytm are expanding product categories and
Alibaba is a massive e-commerce company based in China that operates online marketplaces like Taobao and Tmall. It connects buyers and sellers but does not hold inventory or ship goods itself. Alibaba makes money primarily from advertising and commissions on transactions. It has experienced tremendous growth, with annual transactions now totaling over $240 billion across its platforms.
This document provides a business plan for Maple Digital Technology International Pvt. Ltd. to launch an online store selling Apple and compatible products in India. The key points are:
1) The plan aims to tap into India's growing online retail market, estimated at Rs. 50,000 crores in 2011, by launching an e-commerce store.
2) Market research shows the online market for Apple products in India was estimated at Rs. 180 crores in 2012 and is projected to grow at 8-10% annually.
3) The strategy is to sell through their online store as well as other online channels like marketplaces and affiliates.
4) Financial projections estimate first year sales of Rs.
Alibaba Group - Strategic Analysis - OverviewSelf Employed
This is the most comprehensive analysis of growth and competitive strategies of Alibaba Group.
It covers all relevant areas of information like B2B & B2C Services Analysis, Payment & Financial Services Strategy, Key Financials Analysis, Key Metrics & Indicators, Acquisitions & Strategic Investments, Mobile (Commerce) Strategy, Logistics & Delivery Strategy, Competition & Growth Strategy.
This analysis addresses the core questions regarding Alibaba Group:
- What is the current status quo of Alibaba Group in domestic and international markets by main business segment?
- Which growth strategies and competitive strategies can be observed for Alibaba in general and by line of business?
- What are the most promising growth areas for Alibaba Group within the next 3 years?
- What are the competitive strategies in focus areas like payment and financial services, logistics and delivery as well as mobile?
Send us your request at research [AT] digital-quarterly [DOT] com
BUS475 v10Wk 1 Advanced OrganizerBUS475 v10Page 2 of 3.docxjasoninnes20
BUS/475 v10
Wk 1: Advanced Organizer
BUS/475 v10
Page 2 of 3
Wk 1 Apply: Degree of AlignmentAdvanced Organizer
Review the companies listed in the case studies portion of the textbook. Choose 1 of the companies to use for all weekly assessments. Complete the chart below with information provided in the textbook and other resources. Provide your analysis below the chart.
Selected Organization: AlibabaDescribe the organization in the follow chart:
Element
Description
Mission
Alibaba Group’s mission is to make it easy to do business anywhere.
Vision
We aim to build the future infrastructure of commerce. We envision that our customers will meet, work and live at Alibaba, and that we will be a company that lasts at least 102 years.
Values
Customer First Teamwork Embrace Change Passion Integrity Commitment
Structure
While many people understand that Alibaba (BABA) is an online retailer similar to Amazon (AMZN) or eBay (EBAY), the company's business model is surprisingly different from the leading e-commerce businesses in the United States. Whereas Amazon is housed under one roof, Alibaba is divided into three core businesses:
Alibaba
Taobao
Tmall
All three of these e-commerce websites serve to connect various types of buyers and sellers, allowing Alibaba to act as a middleman in China's emerging e-commerce industry.
Culture
he Alibaba culture is about championing small businesses.
We believe that a strong sense of shared values enables us to maintain a common company culture and community, no matter how large we grow.
Analysis
Based on your advanced organizer and further research, analyze the degree of alignment between what the organization is currently doing (actions) and their mission, vision, values, structure, and culture.
Alibaba so far has been done great job, for China's yearly 24-hour 11/11 Global Shopping Festival reached 268.4 billion RMB. It defiantly made shopping much easier and faster. Now, doesn’t matter where you are, you can easy access Alibaba web to buy anything you want.
If no clear organizational goal exists, it will be difficult to achieve outstanding company-wide results. Goal-setting allows staff in every department and division to make decisions with the long or short-term target in mind, and to achieve tangible results. The goal must be a vision that all can share, see and strive toward daily in every aspect of their roles and duties. There needs to be a vivid picture of success that all can relate to and be inspired by.
Citations
Access the Reference & Citation Generator for citation assistance.
Culture and Values. (n.d.). Retrieved from https://www.alibabagroup.com/en/about/culture.
Blystone, D. (2019, November 18). Understanding the Alibaba Business Model. Retrieved from https://www.investopedia.com/articles/investing/062315/understanding-alibabas-business-model.asp.
Company Overview. (n.d.). Retrieved from https://www.alibabagroup.com/en/about/overview
(n.d.). Retrieved from https://www.bizjournals.com/houst ...
1. Alibaba Group is a Chinese e-commerce company founded in 1999 that has grown to become one of the largest retailers in the world.
2. Alibaba operates various businesses including e-commerce marketplaces Taobao and Tmall, cloud computing services through Alibaba Cloud, and digital payments through Ant Financial.
3. In 2016, Alibaba achieved $15.7 billion in revenue with annual gross merchandise volume of $485 billion across its platforms that serve over 423 million active buyers worldwide.
This document discusses Bangladesh Army International University of Science and Technology located in Comilla Cantonment, Comilla. It was submitted by Md. Imran Talukder Sakea Sultana, a lecturer in the Department of Business, for a course on management information systems. The document contains an introduction to Alibaba.com, its contribution and impact, operations process, technology used, and unique characteristics. It also discusses how Alibaba.com has helped the author and concludes with references.
This presentation gives detailed and in depth Analysis of E-Commerce Industry in India. It has been made by integrating latest available data regarding this industry on various websites which are trustworthy. This is for educational purpose only. Hope you will find it helpful.
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The project analyses the mergers and acquisitions that have happened in the e-commerce industry and tries to comment on whether the valuations are justified. It also discusses the sustainability of the current discount model the industry is following.
Annual objectives and policies, Financial Ratio and some Martrixs for EbayRuby Tran
The document provides annual objectives, policies, and a competitive analysis for eBay in China. The objectives include increasing market share and revenue while decreasing costs. New policies reward performance and provide training. A competitive profile matrix shows Taobao is the strongest competitor due to higher ratings in key factors like market share, reputation, and customer satisfaction. eBay's total rating of 2.73 is the lowest. While eBay has some strengths, it needs to address weaknesses in adapting to the local market to improve its position in China.
This document provides a business analysis of Alibaba Group. It discusses that Alibaba is a Chinese e-commerce company and the largest e-commerce firm in the world. It operates online marketplaces like Taobao and provides payment services like Alipay. The document then analyzes Alibaba's financial ratios, valuations, and sensitivity to assumptions. It finds that Alibaba has strong operating performance but some issues with efficiency, valuation, and governance that it could improve. The document provides recommendations on factors like sales growth and capital expenditures that could maximize Alibaba's firm valuation.
1. Alibaba Group (BABA)
Analysts: Weifeng Liang, Bowen Wu
Sector: Technology Current Price: $92.99 EPS: $4.33
Market cap: 232.48B Target Price: $267 Beta: 1.19
Investment Thesis 1: New Retail Model
In 2015, e-commerce retail sales accounted for 12.7% of the total retail sales in China, according to China e-Business Research
Center. In the coming 10 years, we believe there is still large room for the growth of China’s e-commerce retail sales.
1. Low penetration by organized retailers or consumer brands in small cities and rural areas
2. Cost of commercial property
3. Working overtime has been a new normality in cities
4. Better purchasing experience provided by e-commerce than traditional retailers
With the intrinsic growing potential, Alibaba has an ambition to upgrade enormous traditional offline merchants with Internet
technologies so that Alibaba can activate China’s whole retail market. Therefore, Alibaba is building a new retail model.
The new retail model is built on three pillars — Big-data-based personalized shopping experience, Entertainmerce and Virtual reality
shopping. Specifically, Alibaba’s cloud computing unit-mined e-commerce related data to provide personalized shopping experience
to customers and insights about customer’s behavior to vendors. Meanwhile, Alibaba marketed brands, products and promotional
events over its media platforms such as TUDOU, YOUKU and UCWeb. The new marketing form Tmall/Taobao broadcasting by
famous Internet anchors could stimulate fans’ strong demand of recommended products. Finally, the application of Virtual Reality
technology to its e-commerce business could recur satisfying shopping experience and higher monetization rate. With these pillars,
Alibaba could continue to expand its presence in both urban and rural area despite fierce competition. The orders for tangible goods
placed over Alibaba’s platform would be fulfilled by Cainiao network. Besides, the e-commerce platform would direct customers
buying services online to offline stores to check them out.
Because of Alibaba’s new retail model and objective factors, we predicted the online market percentage would increase to 30% by the
end of 2026. According to China e-Business Research Center, total GMV of China retail market was CNY30.15 trillions and it will
increase to CNY34.58 trillions in 2016. We predicted the GMV of China retail market would grow at a 7.5% for the next five years,
and 6% afterwards. For the given GMV of China retail market and the percentage of online market, we calculated the online market
GMV.
Alibaba’s current market share of online market is 74%. Getting benefits from the new retail model, we believe Alibaba can at least
maintain its market share in the coming 10 years. We got Alibaba’s retail GMV by multiplying online market GMV and Alibaba’s
market share.
2. The proportion of Alibaba’s retail GMV and the revenue generated from China retail market is 2.5%. Finally, we computed the the
revenue generated from China retail market.
Investment Thesis 2: Rural Taobao
China has a population of 0.7 billion living in rural areas in 2015. The rural e-commerce scale in 2014 and 2015 amounted to CNY
181.7 and CNY353 billion respectively, an increase of 94%. Despite the high growth rate, the online consumption per rural consumer
is only CNY 504 or $75, which accounted for 4% of their annual disposable income. To tap the great potential of rural e-commerce
retail market, Alibaba launched Rural Taobao in 2016 and planned to establish service centers in 100,000 rural villages from 1000
counties in the nest 3-5 years. Service centers serve as the purchasing and delivery center in order to connect more farmers to a broad
selection of goods. Besides, Rural Taobao also offers resources to help rural small merchants to open store on its e-commerce
platform, and thus solving the channel problems of agricultural products.
Investment Thesis 3: Cloud Computing
We believe Cloud Computing is going to be an extremely strong catalyst because it has the most enormous data resources and a bright
market with strong demands. As large portion of Chinese people’s daily life behaviors shift to online, those behaviors produce
enormous data resources. Alibaba’s platforms and services have highly penetrated to people’s daily life, including digital medias,
entertainment platforms, online marketplaces, financial services, online and offline services and logistics. By taking advantage of its
high penetration, Alibaba has the most enormous data resources, which is crucial to increase the value of data information.
Furthermore, for a country with 1.4 billions population, companies have a strong demand to big data service to capture opportunities.
Also, government organizations need this service to manage the society. For examples, Alibaba helps merchants in its marketplaces to
increase product sales by providing consumers behaviors information. In addition, Alibaba has cooperated with city authorities to use
its artificial intelligence to smooth Hangzhou city’s traffic flow.
In order to predict the Cloud Computing’s growth rate, I took Amazon’s Cloud Computing Services as reference. After calculation,
AWS’s geometric average growth rate is 45.9%.
3. Besides, according to the growth rates for previous 3 fiscal years, Alibaba’s Cloud Computing has been showing a high growth
momentum. Plus, considering the future wide applications and data resources advantage, we predicted a 60% growth rate in the
coming 5 years, and 45% afterwards.
DCF Analysis
In order to calculate the intrinsic value accurately, we predicted the revenue growth rate by performing breakdown analysis to each
component of revenue.
1. China Retail Market
As discussed in the investment thesis 1, getting benefits from Alibaba’s New Retail Model, we predicted the revenue generated from
China Retail Market would grow at a 15.41% geometric average growth rate in the coming 10 years.
2. China Wholesale Market
According to the historical growth rates, it has been showing an upward momentum. Therefore, we took the average historical growth
rate as the growth rate for the coming 5 years, which is 26%; and we decreased the growth rate to 18% afterwards due to the increase
of uncertainty in the future.
3. International Retail Market
Based on the historical growth rates, the growth momentum is becoming stable after expansion. Although Alibaba is actively
attracting overseas merchants and consumers to join its marketplaces, it takes a long time. So we predicted a 15% growth rate for the
coming 5 years and 10% afterwards.
4. International Wholesale Market
Since the previous growth rates were unstable, we took the average growth rate for the next 5 years, which is 13%; and we lowered the
rate to 8% afterwards because of the increase of uncertainty in the future.
5. Cloud Computing
Based on the investment thesis 3, we predicted a 60% growth rate in the coming 5 years, and 45% afterwards because of its wide
market prospect and data resources advantage.
6. Entertainment and Innovations
In April 2016, Alibaba acquired YouKu Tudou, which is one of the top 3 multi-screen media and entertainment company in China.
Due to this significant event, we took the average revenue in the latest two quarterly reports and then timed 4 as the revenue for 2017,
whose corresponding growth rate is 158%. Considering that it needs more time to show its merger synergy, we predicted a moderate
growth rate in the coming 4 years, which is 20%; and 15%.
4. Total
By summing up all components, we got the total revenue in CNY in the coming 10 years. We converted the revenue in CNY to USD
at the same exchange rate as of the fiscal year 2016, which is 1 USD equals to 6.49 CNY. At last, the total revenue’s geometric
average growth rate for the coming 10 years is 20.85%
DCF Results
For the given 20.85% revenue growth rate, 4% constant growth rate and 11% discount rate, we computed the intrinsic value of
Alibaba, which is $267. The margin of safety is 65%. Additionally, we performed MOS sensitivity analysis as below:
Key Ratios Comparison
We can see from the above table that Alibaba outperform its peer Amazon and Industry Average in terms of ROA, ROE, Profit
Margin, Financial Leverage and Gross Profit Margin. Furthermore, its P/E and P/B ratios are smaller than the ratios of counterparties.
This strongly indicates that Alibaba is underestimated.
Relative Approach
We used ROA, BETA and Log Revenue to generate a regression model for P/E and P/B and computed the intrinsic P/E and P/B ratios
for Alibaba and Industry Average. The regression analysis tells us P/E of Alibaba should be 58 higher than that of Industry. However,
the current P/E ratio of Alibaba is smaller than that of Industry. This is another indicator for Alibaba’s underestimate.
5. Precedent Transactions
We used the above three median multiples to calculate Alibaba’s intrinsic value and Margin of Safety. The results tell us Alibaba is at
least 32.5% underestimated.
Risk and Hedging Strategy
SEC’s Investigation On Accounting Practices and Sales Figures on Singles' Day
SEC has been probing Alibaba’s accounting practices and Sales figures on Single’s Day since this April. Alibaba owns a 47% of
Cainiao – a minority stake – therefore it used an equity method instead of a consolidation method when it reported Cainiao’s earnings.
Some analysts commented that the equity method used by Alibaba to report its affiliate Cainiao Logistics could inflate its revenue.
These reports from bearish analysts raised investors’ concerns over Alibaba’s integrity and caused Alibaba’s stock price to drop
immediately. To ease doubt of analysts and investors, Alibaba started to disclose the cost and revenue structure of Cainiao and provide
revenue guidance for its business. We don’t think the comments make sense as the change of accounting practice from equity method
to consolidation method, and will not make revenue and operating income look much different as Cainiao’s revenue is only about 3%
of the total revenue. Alibaba’s GMV on the 2015 Single’s Day was $14 Billion. Many analysts cannot believe this figure as it is more
than double the total online sales from Thanksgiving, Black Friday and Cyber Monday combined in the US. However, this number is
reasonable. Alibaba has 0.439 Billion active users. Most active users will spend money on Singles’ Day. By doing a simple
calculation, we can know that if half of the active users shop on that specially day and if each user spend $64, the total GMV $14
Billion could be easily achieved. $64 per user is warranted as one down jacket costs more than $64 in China. On top of that, Alibaba’s
strict and comprehensive internal control would not offer soil for seriously counterfeited sales figure.
China’s Potential Downward GDP Growth
Even though China’s economy is slowing, China’s GDP growth rate is very high compared with all the big economies. In addition,
China is the second largest economy in the world. A small growth rate will generate a large absolute term. Therefore, the slowing
economy won’t affect consumers spending level too much especially considering the fact that China’s middle class is blooming and
Chinese government is committed to balancing the income level between urban and rural areas. China’s retail market still has large
room to increase.
Trump’s Potential Policies to Disrupt Trade with China
The total international commerce generated 8% of the total revenue. Therefore, if Trump implemented the policies he proposed during
campaign trail, Alibaba’s business will not be affected too much in the near future. Besides, Alibaba’s international focus is now put
on Southeast Asia. Alibaba made its largest overseas investment with a $1 billion deal for control of Lazada, taking itself to Southeast
Asia and closer to a goal of shedding its home-market reliance.