digital marketplaces - smba · 2018-08-20 · page 1 © juwai limited 2018, confidential and...
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© Juwai Limited 2018, Confidential and Proprietary Information PAGE 1 PAGE 1
Digital Marketplaces Georg Chmiel, Chairman iCarAsia and Juwai
© Juwai Limited 2018, Confidential and Proprietary Information PAGE 2 PAGE 2
25 years of experience in online or growth companies
© Juwai Limited 2018, Confidential and Proprietary Information PAGE 3
Value of Modern Companies
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Value of Modern Companies
Brand & Data Technology / Patents Net assets
© Juwai Limited 2018, Confidential and Proprietary Information PAGE 5
iCar Asia
Copyright © 2018 iCar Asia Limited. All rights reserved.
© Juwai Limited 2018, Confidential and Proprietary Information PAGE 6
49%1
iCarAsia (ASX:ICQ)
#1 automotive
marketplace ASEAN
Copyright © 2017 iCar Asia Limited. All right reserved.
#1
#1
#1
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2017
KEY HIGHLIGHTS
14%
2017 EBITDA POSITION
IMPROVED
YoY LOSS DOWN A$2.0M
1FOREX-neutral to 2016 average rates. 2Expression of interest from unique buyer to unique seller via iCar Asia’s platforms. 3A ‘bump’ is a product which promotes a listing to the top of a relevant search result. 4Cash, cash equivalents and investments as at 31 December 2017. 5Additional $15.9m comes conditionally through the capital raising initiatives of December 2017 and the
loan facility. 6By Audience (Visits) (Source: SimilarWeb) and New and Used Car Listings (Source: Individual sites)
compared to other automotive vertical websites: Motortrader.com,.my Taladrod.com and Carmudi.co.id.
NB: All Figures in Australian Dollars.
41%
2017 REVENUE UP1
YoY TO A$9.1M
48%
DECEMBER AUDIENCE
VOLUMES UP
YoY TO 11.2M UNIQUE VISTORS
42%
DECEMBER LEADS2
VOLUMES UP
YoY TO >1.0M
12%
DECEMBER TOTAL
LISTINGS UP
YoY TO 479K
52%
DECEMBER BUMP3
VOLUMES UP
YoY TO 247K
A$21.5M
CASH AT BANK4
IN MALAYSIA, THAILAND AND
INDONESIA6
ACCESS TO A$37.4M5
AUTOMOTIVE VERTICAL
LEADERSHIP
#1
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ASEAN REGION CONTINUES
TO BUILD MOMENTUM
Copyright © 2018 iCar Asia Limited. All rights reserved.
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DIGITAL TRANSFORMATION IS GAINING MOMENTUM
ACROSS ASEAN AND SET TO BE A >US$200B IN 2025
0
50
100
150
200
250
2015 2017 2025
RIDE HAILING ONLINE MEDIA ONLINE TRAVEL E-COMMERCE
31
South East Asia Internet e-Conomy Market Size (US$B)
204
ASEAN 600m population with 400m internet
users
Southeast Asia’s internet economy will grow
to US$204B by 2025 driven mostly by the
growth of online travel, e-commerce, and
online media
Further growth forecast with impact of
infrastructure investment in ASEAN including
Chinese investment in The Belt and Road
Initiative driving automotive sales
Sources: Google / Temasek – e-Conomy SEA Spotlight 2017, Unprecedented growth for Southeast Asia’s $50B internet economy Copyright © 2018 iCar Asia Limited. All rights reserved.
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SIGNIFICANT UPSIDE POTENTIAL
ACROSS OUR CORE MARKETS
MALAYSIA, THAILAND &INDONESIA
AUSTRALIA
Number of Vehicles per 1,000
Population (2016)
GDP per Capita Growth
*Population-weighted average on current FOREX. Sources: Marklines.com World Bank, Nation Master, abs.gov.au, Malaysia Automotive Industry (MAI), GAIKINDO, Thai Automotive Industry Association
A$4,800A$
4,600A$4,
400A$4,20
0A$4,000A
$3,800A$3
,600A$3,4
00A$3,200
A$3,000
2010 2011 2012 2013 2014 2015 2016
Copyright © 2018 iCar Asia Limited. All rights reserved.
6x
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Source: McKinsey Digital China Report 2017
Three major forces will completely change the industries
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USED CAR NEW CAR TECHNOLOGY
BASED
SERVICES
OUR THREE STRATEGIC PILLARS
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Copyright © 2018 iCar Asia Limited. All rights reserved.
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DEALER INTEGRATION
DEALER APPLICATION
Malaysia Thailand Indonesia
Dealer
Penetration1 50% 64% 97%
DEALER APP TAKE-UP
1As at 31 December 2017. Active Users = % of Dealer App Accounts that have created a listing, purchased a product, or replied to a messages within the month.
PROPOSITION EXTENSION
BROKERAGE
(C2B / B2B / B2C)
INSPECTION
SERVICES
USED CAR
EVENTS
EXTENDED
WARRANTY
POWERED BY ONE2CAR.COM
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NEW CAR
NEW CAR PLATFORM REINVENTING THE DIGITAL
NEW CAR BUYING EXPERIENCE
Homepage Car Details
AI Chatbot Search Results
ORIENTATION TRANSACTION
TRANSACTION MODEL UNLOCKING
REVENUE IN THE CAR BUYING PROCESS
Sales
Commission
Finance
Insurance
Extended
Warranty
Trade-In
Online AD Solution Content / Guides
Data Solutions New Car Events
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What’s ahead?
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The Byton
49 inch dashboard
Alexa Assistant (Amazon)
Facial Recognition
Health Vital checks
Gesture control
Cloud data
40% cheaper than Tesla X
© Juwai Limited 2018, Confidential and Proprietary Information PAGE 21
Copyright © 2017 iCar Asia Limited. All rights reserved.
Sources: Statista, eMarketer, Marklines, Internet Live Stats, World Bank, Nationmaster
21
Smart living
Smart mobility
Smart people
Smart governm
ent
Smart econo
my
Smart environ-
ment
Integrated
Approach
Classifieds & Marketplaces
Walking on the
Digital Silk Road
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Real estate is the #1 choice for overseas purchases
for Chinese
TYPES OF OVERSEAS INVESTMENT
海外投资的类型
Source: Global House Buyer & Hurun Report – Overseas Property Needs of the Chinese HNWI
2.6%
3.0%
3.3%
8.4%
9.3%
13.0%
17.1%
43.4% Real Estate | 房地产
Fixed Income | 固定收益
Stocks | 股票
Savings | 储蓄
Alternative Investments | 另类投资
Private-owned Company | 非上市公司
Private Equity | 私募股权
Gold | 黄金
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Key target countries by Chinese property buyers
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Chinese Walls
Local professional translators
Effectively designed Creatives Data Centre Management
Many “middle men”
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China’s Digital Market is unique … and it is leading
42% share of global
e-commerce transaction (2016)
© Juwai Limited 2018, Confidential and Proprietary Information PAGE 29 PAGE 29
Founded in 2005, Noah Holdings Limited (NYSE
Listed) is a leading wealth management
services provider with focus on global wealth
management and asset allocation for high net
worth individuals and enterprises in China.
175,000 Registered HNW Clients
76 Cities
205 Branches
1,250 Financial Consultants
RMB 446 bn
/USD 67.5 bn
Noah accumulated client
investments value
Exclusive Strategic Partnership
China-
centric
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Push of Juwai.com into the New Zealand market
Leveraging NZ government ban on overseas buyers for
established Properties in the “NZ Frenzy Campaign”
• Significant brand and PR exposure and many leads
• Gained 15 large customers - top agencies in NZ
• Established contacts with key developers for project
Entry into Southeast Asia (Thailand, Malaysia, Singapore, Vietnam)
Core market for the Belt and Road initiative
> Juwai has a small team of 5 people in KL
> Alliance with SEA’s largest project agency IQI
> Sales directly and via partner propertyguru
Revenues up 130% for SE-Asia
Cross-
border
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• Exclusive branded site launched on Tencent QQ platform
with 300m+ UV’s per month
• Listings & Banner Ads on Juwai-Tencent channel
• Integration to WeChat with its 1 billion users
Mini Program Live VR H5
Landing Pages
Custom Video
Campaigns
24/7 communication
via wechat
Client information
Real-time project
information
Booking and
Down payment
High definition VR
panoramic aerial view
Exclusive product tie-ups:
Mobile
Focus
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Dining room
Bedroom
Living room
Corridor
Virtual and Augmented
Reality in Wechat
Mobile
Focus
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Mobile
Focus
Live Seminar in Wechat
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Online To
Offline (O2O)
Ironfish (#1 in Australian project marketing
firm) is strategic shareholder in Juwai.com
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Online To
Offline (O2O)
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Merchants Total Orders Gross Merchandise Volume
120,000 1.6 Billion RMB 658.2 Billion
China’s largest ecommerce company by revenue
and a member of the Fortune Global 500
Marketplace
Focus
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ICBC (Industrial and Commercial
Bank of China) was established on 1
January 1984. 5,784 thousand
corporate customers and 530 million
personal customers, operates in 44
countries.
The Bank ranked 1st place in the
three authoritative lists of The
Banker’s Top 1000 World Banks, the
Forbes Global 2000 and the Fortune
Global 500.
Juwai is currently in the process
of creating a property listings
feed to ICBC’s eMall with 40 million
customers.
Marketplace
Focus
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Marketplace
Focus
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THANK YOU
Digital Marketplaces Georg Chmiel, Chairman iCarAsia and Juwai