Who’s afraid of Who’s afraid of Who’s afraid of Who’s afraid of AlibabaAlibabaAlibabaAlibaba????Who’s afraid of Who’s afraid of Who’s afraid of Who’s afraid of AlibabaAlibabaAlibabaAlibaba????Ed Sander, ChinaTalk

June 17 2014

Ed Sander, ChinaTalk

June 17 2014

Ed Sander

#1 Market Potential

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2005 2006 2007 2008 2009 2010 2011 2012 2013

Millions

Millions

Millions

Millions

Internet Users

46% penetration

#1 Market Potential

Billion RMB

#2 Market Share

#2 Market Share

#3 WeChat

#3 WeChat

#3 WeChat

#4 Foreign Investments?

#5 It’s Already Happening

#6 Prospectus#6 Prospectus#6 Prospectus#6 ProspectusNo mention of international expansion

#7 #7 #7 #7 Ebay’sEbay’sEbay’sEbay’s MistakesMistakesMistakesMistakesLocal players know the market best

#8 #8 #8 #8 CulturalCulturalCulturalCultural differencesdifferencesdifferencesdifferencesLessons of merger with Yahoo China

Opportunities !

Opportunities !

Contact

Ed Sander ( 徳)

E-mail: ed@chinatalk.nlWebsite: www.chinatalk.nl Phone: +31 6 51 214 206Twitter: @EdSanderWeChat: edsanderLinkedin: nl.linkedin.com/in/edsander/

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