E-Commerce Bubble 2016
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Transcript of E-Commerce Bubble 2016
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How will a potential e-commerce bubble affect you and your business?By Pawoot Pom Pongvitayapanu
• Founder & CEO TARAD.com• President of Thai E-Commerce Association• CEO of efrastructure group
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Speaker Profile
■ Social: Pawoot is Thailand IT and E-Marketing GURU. Now we be consultant for Government and big corporate. All people accepted his online marketing knowledge and abilities.
■ Current:
■ Education: 2007 – 2009: Master Degree 2 : Executive MBA : Sasin Graduate Institute Chulalongkorn University
2000 – 2001: Master Degree 1 : Internet & E-Commerce : Assumption University
1993 – 1998: Bachelor Degree : Architecture : Rangsit University.
■ Name: Pawoot (Pom) Pongvitayapanu
CEO & Founder e-frastructure inc.
Managing Director & Founder TARAD DOT COM Co ., Ltd. (Rakuten Group)
Director & Founder Winter Egency (TARAD Solution Co.,Ltd)
Director & Founder Zocial inc
President & Founder Thai E-Commerce Association
Columnist Bangkok Biz News Newspaper, SME Magazine
Teacher UTCC, Sriphathum, University.
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Who is efrastructure GroupExpertOnline&InternetCompanyinThailandmorethan15 Years
1999
Build up ThaiSecondhand.com 1st E-Classifieds in ThailandApril 8, 1999
2001 2009Setup TARAD.com CompanyThe largest B2C Shopping Mall
TARAD.com join with Rakuten GroupSplit TARAD Solution from TARAD.com
Start Up with 3 FriendsYear 1999
Join with Rakuten JapanYear 2009
More than 200 staff in group company
2011 2012 2013
Re-Brand from TARAD Solution to Winter Egency
Founded Zocial Inc
Found e-fra inc.Acquired Thaiepay.com, RedRank. Comparison
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2014
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One Stop E-Business and Total Solutions(more than 250 employee in group companies)
E-Commerce
E-Payment
E-Logistic
E-Marketing
E-Analytic
E-Education
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Agenda
• Can e-commerce in Asia continue to expand at its current rate or is growth unsustainable?
• What initiatives can the industry take to reduce customer acquisition costs?
• Turning revenue into profits: How can we combat increasing marketing costs?
• How can we reduce the investment made into Google & Facebook while acquiring new customers?
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The Unicorn Private Companies Valued At $1B And Above
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Economic Crash.!
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LinkedIn stock's drastic drop of 47% following Q4 earnings
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ASEAN Digital Population 2015
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B2C E-Commerce Value (Billion USD)
Source: http://data.worldbank.org, http://www.statista.com, http://www.ekosglobal.com and http://www.ETDA.or.th
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Who’s E-Commerce Player in SEA
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10X15
Business Growth
Welcome to…...
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Topline = GMV, Traffic, Order
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Price & Promotion War
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Do not ask about Bottom line (Profit)
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Flipkart leads the race here to losing 2.23 rupees for every 1 rupee of revenue. Amazon loses 1.90 and Snapdeal has least amount of losses at Rs. 1.72.
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The question is, how long can this sustain
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In my view not very long.
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Why they doing that?
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Startup Bubble Competition Graph
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Company A. Company B.
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7
Rev
enue
Time
Exit from Market
Keep Going
Company C.
Company who enter to the right time and have more money will win the game.!
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Strategy to enter to market as follower• Huge Investment
• Platform, Operation, Warehouse, Logistic• Everything Free
• Platform Cost, Shipping Free• Huge Resource and Great People > People Cost up• Huge Marketing Spending > Brand awareness• Super Fast Moving
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Who’s the winner?
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Average Cost Per Click Around the World
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US average CPC, between $1 and $2 on the Search network.
Data from http://www.wordstream.com
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Average Pay Per Click Trend
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** Data from Salesforce.com report analysed the top 25 countries globally
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** Data from Salesforce.com report analysed the top 25 countries globally
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Facebook Ads Performance Cost
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** Data from Salesforce.com report analysed the top 25 countries globally
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Summary• E-Commerce competition still keep moving• How have more money, smarter, faster will win
the game• Customer and E-Commerce ECO System will
enjoy this competition• Join the battle or find the right positioning will
be the right solution
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Kob Kun Kub (Thank You)
Pawoot (Pom) Pongvitayapanu• President of Thai E-Commerce Association• CEO of efrastructure group• CEO and Founder TARAD.comE-Mail : [email protected] Let’s connect after this• Facebook.com/pawoot• Instagram.com/pawoot• Twitter.com/pawoot