Building A Virtual Operator in China
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An education material to US investors on how to enter China Cable TV Business, 2004.
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Building A Virtual Operator in China
- 1. Xiaolin Lu Morning Forest, LLC Jan, 2004 BUILDING A VIRTUAL OPERATOR BUSINESS IN CHINA An “@Home Plus” Model Copyright 2004 – 2011 and Property of Morning Forest, LLC Macro Environment Business Environment Consumer Behavior Opportunities Culture
- 3. MODERN CHINA HISTORY Copyright 2004 – 2011 and Property of Morning Forest, LLC Irreversible Commercialization & Privatization Process 1980 1985 1990 1995 2000s Foreign investment & Private enterprises Market Price System (chaos & re-balance) Property Ownership SOE financial system Agriculture & Small Business PER CAPITA GDP (RMB) Source: China Net, CSFB
- 4. GROWTH POTENTIAL % $B China IT Industry Production Growth China IT Industry Revenue Source: MII Copyright 2004 – 2011 and Property of Morning Forest, LLC
- 7. SERVICE PENETRATION Source: CSFB, MII Copyright 2004 – 2011 and Property of Morning Forest, LLC Population p.a. Income Mobile PC VCD TV Internet National 7,703 63% 21% 53% 126% 6.2% Shanghai 16.1 13,250 80% 47% 58% 158% 27% Beijing 13.8 12,464 94% 56% 52% 148% 28% Zhejiang 43.2 11,716 89% 27% 55% 150% 10% Guangdong 77.8 11,137 123% 45% 73% 149% 12% Tianjin 10 9,338 39% 24% 43% 126% 14% Fujian 34.4 9,189 93% 25% 66% 137% 9% Jiangsu 73.6 8,178 61% 20% 46% 136% 8%
- 9. ONLINE PENETRATION mn Sub mn PC Sale Source: CSFB, MII Copyright 2004 – 2011 and Property of Morning Forest, LLC
- 10. ONLINE USER PROFILE % of users % of Time % of users % of users User Age Places Income Spending Source: CNNIC “ Hidden Money Flow” Copyright 2004 – 2011 and Property of Morning Forest, LLC
- 19. OPPORTUNITIES AND ISSUES US China Copyright 2004 – 2011 and Property of Morning Forest, LLC Basic: $13.44 Ext Basic: $40.49 Digital Tier $50.44, $60.44, $68.44, $78.99, $93.99 HDTV: extra $5 VOD& DVR: $9.95 HSD: $52.95 Telephony: $25 Basic: $2.5 HSD: $15 US China Network/HHP $175 $175 Actives -80% 1 CMTS/Sub $8 $35
- 20. BUSINESS VALUATION Source: Company Data Copyright 2004 – 2011 and Property of Morning Forest, LLC