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China Internet: Opportunities for 10x Return in the Next 12-24 Months
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China Internet Opportunities 2011
1.
China Internet: Opportunities For
10x Return
2.
Was Youku Worth
US$7 Billion? 2
3.
GSR Ventures: Early Stage
VC, Long Term Fundamental Investor F ndamental In estor 3
4.
Most Valuable Internet
Companies December 31, 2005 vs. December 31, 2010 Market Market Rank Company C Rank Company C Capitalization Capitalization 1 Google $ 122.50 1 Google $ 191.50 2 eBay $ 60.24 2 Amazon $ 82.02 3 Yahoo! Japan $ 60.09 3 Tencent $ 40.55 4 Yahoo! $ 55.59 4 eBay $ 36.67 5 Amazon $ 19.54 5 Baidu $ 34.59 6 Rakuten $ 16.51 6 Yahoo! $ 21.85 7 Apollo (UOP) $ 10.67 7 Yahoo! Japan $ 20.35 8 IAC $ 9 04 9.04 8 Priceline $ 19 85 19.85 9 E*Trade $ 8.55 9 Salesforce $ 17.38 10 Expedia $ 8.22 10 Activision Blizzard $ 15.16 In US$ Billion, excluding some acquired companies Source: Bloomberg 4
5.
Global Leaders Emerging
From China Market Capitalization of Selected Internet Companies Worldwide Source: Bloomberg 5
6.
Driven By Internet
Users IPO on Dec 2003 Stock Price: $4.24 12x return 2010/12/31 Stock Price: $40.45 Market Cap: $516M Market Cap: $6B Total Internet Users Penetration % (Million) Source: CNNIC, Bloomberg, WSJ.com 6
7.
Driven By Internet
Users IPO on June 2004 Stock Price: $0.53 45x return 2010/12/31 Stock Price: $21.73 Market Cap: $894M Market Cap: $40B Total Internet Users Penetration % (Million) Source: CNNIC, Bloomberg, WSJ.com 7
8.
Driven By Internet
Users IPO on August 2005 Stock Price: $12.25 9x return 2010/12/31 Stock Price: $96.53 Market Cap: $4.0B Market Cap: $34B Total Internet Users Penetration % (Million) Source: CNNIC, Bloomberg, WSJ.com 8
9.
Is 1% Better
Than 7%? 9
10.
YoY GMV Growth
Total China Market $75B Taobao $58B 80% Share Others $17B 90% Growth Total U.S. Market $165B eBay $30B 20% Share Others $135B 10% Growth Share of Total eCommerce Market Source: Alibaba, eBay 10
11.
Can OTAs Be
Disrupted? 11
12.
12
13.
How Many Multi
Billion $ Multi-Billion Opportunities are there in eCommerce? 13
14.
14
15.
Is th I there
another th y eBay/Amazon? 15
16.
16
17.
17
18.
Can China Lead
Th W ld C Chi L d The World g In Online Advertising? 18
19.
19
20.
What About Mobile?
20
21.
In The Next
12-24 Months Online Travel Apparel Brand Cross-Border eCommerce Group Buying Online Advertising 21