Lashou's Roadshow Presentation
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Transcript of Lashou's Roadshow Presentation
Disclaimer
lashou.com
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lashou.com
Offe,S"e
Olle, P",e
lock Up
U... of P,oceed.
le~d 8ook'unne'
JOint 8ook'unners
LaShou G,oup Inc. ("La'hou")
NASDAQ f "lASO"
S.l6mm all p,lmo"l ADS with up '0 lS" .,..,n,hoe
$13.00' $IS.oope, ADS
l80days
~ InCfOHe ""'ketlnl ,1f0f1'. e.!>Ond sale. ""twork and ..,hance ,he delive"land lu~llIment 'nl""'ll¢lu'e
~. Imp<""" EAP ,\,>'om.nd .echr>olofy 1"1,..,ruc<u,"
~ 8uild a all c..,'e,.nd an ope,o.'"". COnt"~ A_o,<h.nd dewlopmo"'
~ G..,orol «>fPO'o" pu'po,,,
EJ<pe«ed ,he W..,k 01 No.embe, 14, ZOU
CICC tiK secu'~Ie •. Jefl,fIes
lashou.com
Todays Speakers
~W"
Co-four>de•• Chol.mon. Chief E.ecuti~OHice•
.:. founder and Chairman of Focu'.cn la leading real enate online ,ite inChinal
~~ founder. Choirmon ond CEOof Enreach Technology IFounded in US)
~~ B.E. T,inghua university; M.S. western Michigan university
Jame. Zhang
Chief Finanellli Office•
.~ no of Alive•• Cgen O<gltal Me<lia and China Paradise Eleeuonics
~~ CFO and cia of B&Q China
.:. Qualilie<l Chane.ed Accountant. PwC (Londonl
.,. esc University of london; MBA Unive,,~yof Cambridge
Dr. Yullong Xiong
Chi-ef S<i-entist
~~ Enein""ring Oirecto. at Innovation Works
(0 senior Research MaMge'fReseareh SCientist at HP laboratori...
•~ B.E. hinghua University. M.S. University ofWa.hineton, Ph.D. UnivefSityof California at Berkeley
lashou.com
Company and Market OvervIew
Why We WIn?
Our Strategy for the Future
OperatIng & Flnan"al Results
ConcluSIon
Lashou Connects Online with Offline
Lashou.com
Consumers
. ~t . La~hou.com
Merchants
Our Social Commerce Model
020 (Online to Offline)
m
~_.
M~~$elealofl
( No Qu.l~yGuo'Oftt..
B2C C2C
"~""Ha ....G....~ftl_Quality
( 1M,. caP"( Ift"ft'a<y Rl,k
What We Offer?
Lashou.com
~ fun & Sodill P111tform
---U..,..,
Merchants
(> Rilpic! cw. Con....~
~ and Achlri<o
Scalability
0} Ma••et Intelll,eMe 'Ad
Con.ume, Analysis
-U9tol.000
Consumers
<- Grut Shoppln,
hperlenCl!
Ol'u&T_
"'"
-------
lashou.com
Service Deal Product Deal
PriMe KllCMn
., Repeated deal,S times ., Repeated deal, 9 times In lmonths,. 6,600 meal 'tIS sold ,. 8,918 pots $Old
" RM81.6mm revenue mlelled ,. RM82mm 'eYenue "chlellM.;. La,hoy .....1Inlrodu<ed~
cuslomer>. Ov1!rall monthly ..Ie,Increased by RM8200,OOO
lashou.com
Tremendous Market Opportunities
•
China~
-petCIIIpjQ
2010: USSz.nt2015: U5SoI.lll
2D1G.15CAGR,11.",
Enormou5Addre55able
Market5
::=."::"'..:::-.:::-«_....--_.._..,"'~._..,
GrowmgDlspo5able Income
Huge PotentialU5er Base
How We Have Tailored Groupon's Model toWin in China
lashou.com
China is A Very Different Market from the US
.:. Highly Fragmented service and
Retail Market
.:. High Price sensitivity
.;. Concenltated Service sector
.:. Relatively low Price sensitivity
What We Have Done to Tailor the Model
.:. SU5lainabie MeKhant Partnership
.:. MullOple Deals
.~ Three Guarantees
.~ Both Service and Product Offering_
.:. Foxus on E·Commerce
n
lashou.com
--.........-
Beating the Competition
lashou.com
#1 Independent Online Social CommerceCom~any in China
Ii- ---
By Average Monthly Visits (I) - -_..
•- -By Average Monthly Offerings (.l!
I •--- - - ---
..
Agenda
lashou.com
Company and Market Overview
WhyWeWm?
Our Stralesy for the Future
Operating & FinancIal Results
o Continuous Innovation
e ExecutIon Ellcellence
o Strong Technology Platform
..
o Business Model Innovation
t!J Inlrodl/dnl MIIIII·ONI F01mal t:;!J Offerlnl80th 5efV~ and Prodl/ct.
Clo.lnl the Loop LlI<kyDrawPe"onali,ed DealRe<ommendalion
Rio,nl Popularity by Baidl/lndex
-
.'"'II!,S. .,
" ./!4. 8. ~ / .. I././" . I. , .
lWO IQID JQIG OQJO ,au IQlI >0:" ........u
hplosille Growth of Gro.. Billi",III
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""''''''" f) Execution Excellence
lashou.comService OfferingI-SI~p QIYlity 0-.
8 Execution Excellence
Product Offering Cycle
Lotlstks~nd
DIstributionSupport
/o
Lashou.com
..
e Execution Excellence
lashou.com
-----'"'_.__"0.''_,-----Internet Retail
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e Execution Excellence
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lashou.com
NVP_.."I',,,,,.,,,""''''.
Major Investo<"s
""" - ..
Lashou.com
Lashou Technology & Analytics'-""'-
Cloud
Diltil
Smart Engines
Tell Us
What Do We Sell?
Who Dowe Sell 10?
When Do We Sell?
l' Where 00 We Sell?
~ Where Do We Get?
•
lashou Technology & Analytics
lashou.com
Market Intelligence
./ .) Market T,end
~ .;. M_hanl information
(:"'--~ -Go Sa... Condition
raraet Hien Q...alityM~nl$
ldt!ntify Attl'KtiYt! Deals
User Intelligence
~18l .:. ~I'SOIIOOI Preference
m ~. Collect~ kIlavior
oc;p.;. limi"l & Loutlon
Pl!f5ONllized Lashou Deal
Lashou.com
Lashou Technology & Analytics
Multiple User Interface
G _
.....,..,...- ---
u
Agenda
lashou.com
Company and Market Overview
Why We Win?
Our Strategy for the Future
Operating & FinanCial Results
Conclusion
..
Our Strategy for the Future
Lashou.com
Evaluation Metrics
Dnve Industry COn$Ohdalton
Expand Into AddItional Catelo"es
leadershIp In TechnolocY andInnovation
II cash Flow
II Profi~bility
•
Agenda
lashou.com
Company and Market Overview
Why We Win?
Our Strategy for the Future
OperatIng & Financial Results
Conclusion
Tremendous Focus on Internal Controls
Lashou.com
Audit Committ".~Inl~Audit function
AltIhority for PaymentApprO\lal
~ _USGAN--.o_
~-.....u.s.fiNI~""__u.s.GAN__
~ 10 __larUSGAN ....v:c_.............~ 10 ___
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~ _ oucIit IurK1looI
~ Setdi__" _
~ ........ 'l>t ...'1IOf"'1O__~__
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Conservative Accounting Policy
Typical Payment Process
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--Revenue Recognition Criteria
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.. "Oe\>OIiIWlth me«ho"''' prlar ...
Ulll teCOIfIit;oo..-.. Net of businK. ta.. wr<haflft_
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Lashou.com
..~...._--==..-_------=0...-.....
Unprecedented Operating Results
Lashou.comAct;.,. Payi,.. lI"ff'lIlIJ- G.ou Bmint: Per ActIve
_ Payl"l U_IJ)
•
-"..I"=.-
< 40110 ....,e.,..... "'0 _..--_._--~_._ .._.*.-
•
Explosive Gross Billing & Net Revenue Growth
Lashou.com
GrCK15illl"l--"'.D
••
Net Reven...e--".,
"1010 laM JQJO "O.M IQ.l. Kill 1IQ11 -...0 ..... ,----
IOIIlI lQlO JO.l0 "0.10 lOll lOll lIO.lI.....-1-- -.00""
-----~====.
Improving Operating Efficiency
lashou.com
Oper"l". ElIpftKe in " 01 Gross 8o111n1
••-IQlI
-IQll
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--_...--_......-._-------_._-_________=--oo.
Balance Sheet
Lashou.com
(IIM/l_'
Osh and Ca5h EquM~
Merd'lint ReceiY~til
F",~ I OtMr Assets
Pavables 10 Merchants
Adv3l1Ces from Paying U,e"
Other Liabilities
Totall»bil;ties
Toul Equity
Tot" ~bil/tie$and Equity
AI of S<e9 30, 1011
'"""''''".
<ill>..'"~,
''''
lashou.com
Conclusion
Great Business Model
Huge and Fast Growing Market
Keep leadership Position through ContInuous Innovalion,Execution and Technologv
Focus on Sustainable Profitability
Strong Management Conviction
Lashou.com
Thank You!
