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SMMC-EMI_G3_TP Progress Report 1– External Environmental Analysis, G3…
SMMC-EMI_G3_TP Progress Report 1– External Environmental Analysis
Recent news
$500million US dollars acqusition for farfetch
In 2023, South Korea’s Personal Luxury sold through e-commerce (12%) lagged behind the global market (19%)
The potential growth in the online luxury market
how to integrate Farfetch’s high-end offering with its existing platform
return issues
酷澎連五季獲利，助台灣小型企業出口商品至新市場
Finance report
Income Statement
STATEMENTS OF CASH FLOWS
Financial ratio
Approximately US$400 million capital expenditure in Taiwan
streaming media
other businesses
food delivery
Help 12,000 small and medium-sized enterprises in South Korea export goods to Taiwan
B2C War
⚠️
Coupang
PCHome
No response :green_cross:
MOMO
Aware , but no affirmative response
Influence consumers from daily life
Enhance customer satisfaction and loyalty 🤝
Finance report
https://reurl.cc/97j6q8
2021
Entering the Taiwanese market🇹🇼
2022
1. Rocket Cross-Border Delivery 火箭跨境
🚀
2. Rocket Rapid Delivery火箭速配
Products from Taiwan will be delivered the next day
Products from other countries will be delivered within one week
Key partners
Platform services
Coupang
Use the platform to connect information flow, cash flow, logistics and other services
Transaction matching
Own product sales
Coupang Flex :car:
Outsourcing delivery business
Coupang Friends :silhouette:
Cultivating delivery personnel for their own logistics system
Support service industry
:four: Cash flow connection processing services
Payoneer
payment services
Coupang Pay
:one: Product supplier
Third-party food supplier or distributors
:star:Purchase mode of buying out goods
:five: Data analysis and processing services
Amazon Redshift
:three: Information system construction services
Amazon Web Services(AWS)
a provider of cloud infrastructure services
6️⃣ Marketing and advertising services
Meta
Coupang Play
Become a paid member of Coupang and you can watch all audio and video content on the platform for free
:two: Logistics and warehousing services
Evergreen 🇹🇼
Rented the warehouse of Dayuan Logistics Park
Builds warehouse and logistics center in South Korea 🇰🇷
Yamato Transprot 🇹🇼
Responsible for the last mile of delivery logistics
Coupang Logistics Services
Logistics subsidiary
Industry lifecycles
Financial Statements
Strong revenue growth trend
Operating Profit Turned from Loss to Profit
Growth 2018 ~
Increased product lines
2020 Coupang Pay 💳
2020 Coupang Play 🎲
2019 Coupang Eat 🍔
2018 Rocket Fresh 🥬
2018 Coupang Flex 🏍
Enhance User Experience
2018 Wow Membership
Develop new markets
2021 Entering the Taiwanese market 🇹🇼
2021 Entering the Japanese market 🇯🇵
Rapid Expansion
-US$641 million
-US$515 million
-US$1493 million
-US$112 million
US$473million
Growth in the number of active users
X
26%
20.7%
10%
1 more item...
Steady growth in operating cash flow
-US$310 million
US$301 million
-US$410 million
1 more item...
Increase in accounts payable＆
Significant revenue growth
US$6.27 billion
US$11.9 billion
US$18.4 billion
US$20.5 billion
US$24.3 billion
2019
2020
2021
2022
2023
COVID-19
Changes in people's consumption habits 😷
Macro Analysis
PESTEL
Social
Political
:one:New tax regime
Pay more sale and income tax :money_with_wings:
:two:International trade agreement :earth_asia:
Import products
Tariff
Impose quota
Customs requirement
:three:Geopolitics
Political stability
North Korea & South Korea
:four:Political regulations vary from place to place
:five:Government steps up copyright censorship
Technology
The rise of mobile payments
Coupang Pay
:credit_card:
The rise of prevent tracking technology
Cookie
:red_cross:
Unable to know buyer preferences
Technology infrastructure
Rely on network access stability
Cyber security
The rise of
AI
&
Automation
Adopt warehousing and smart logistics networks
Improve logistics efficiency :truck:
Price comparison system :moneybag:
Affect buyers consume ways
High demand for online consumption
Festival consumption habits
Increased shopping demand
Lunar New Year
Moon Festival
Christmas
Competitor Analysis(Cheryl)
Coupang
Market Commonality🧩
target audience :silhouette:
value sensitive consumer
product category :star:
multi-category products
geographical area :red_flag:
international market
Asia-Pacific
PChome、MOMO
Coupang
Resource Similarity📦
technology and equipment🏗️
e-commerce platform
App development
data analysis
warehouse management
supply chain
inventory
marketing strategy :pencil2:
discounts
promotions
customer service
fast delivery
return or exchange
cross-border cooperation
co-branded products
PChome
MOMO
Factor :question:
revenue
total capital
https://reurl.cc/E43L3v
market share
mainstream brands
https://reurl.cc/L48LOx
Industry analysis
Rivalry 💪🏾
Bargaining 💵
low
upstream ⬆
direct procurement
Who
downstream ⬇
Buyers 🛒
high
fast delivery services
Rocket Rapid Delivery
variety choice
low prices
Coupang Coupon
Entry 🏃🏾♂️
online store, no brick-and-mortar store
low funding threshold
convienment
pick up easily
high consumer demand
Substitutes ♻
low conversion cost
large number of online stores and brick-and-mortar store
no private brand
customers can buy same products in other stores
acqusition for Farfetch, but not yet officially operational
Complement
large number of competitors
e.g. MOMO, PCHOME
price
brand
B2C
B2B2C
G3
IBS3 Cathy
DSEAS3 Eva
IBS3 Henry
DSEAS3 Sandy
DSEAS3 Milly
DSEAS3 Cheryl
DSEAS3 Jenny
DSEAS4 Andrew
Issuance of MoMo currency🪙（momo 幣)
5h market
Increase product offerings⬆️
Online booking service
Use this technology
Shopping discounts 、Accumulating points with co-branded credit cards、Bill payment
COVID-19