digital marketplaces - smba · 2018-08-20 · page 1 © juwai limited 2018, confidential and...

© Juwai Limited 2018, Confidential and Proprietary Information PAGE 1 PAGE 1

Digital Marketplaces Georg Chmiel, Chairman iCarAsia and Juwai


25 years of experience in online or growth companies

© Juwai Limited 2018, Confidential and Proprietary Information PAGE 3

Value of Modern Companies


Value of Modern Companies

Brand & Data Technology / Patents Net assets


iCar Asia

Copyright © 2018 iCar Asia Limited. All rights reserved.


49%1

iCarAsia (ASX:ICQ)

#1 automotive

marketplace ASEAN

Copyright © 2017 iCar Asia Limited. All right reserved.

#1

#1

#1


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


ASEAN REGION CONTINUES

TO BUILD MOMENTUM



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.


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


6x


Source: McKinsey Digital China Report 2017

Three major forces will completely change the industries


USED CAR NEW CAR TECHNOLOGY

BASED

SERVICES

OUR THREE STRATEGIC PILLARS


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


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


What’s ahead?


The Byton

49 inch dashboard

Alexa Assistant (Amazon)

Facial Recognition

Health Vital checks

Gesture control

Cloud data

40% cheaper than Tesla X



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


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


Key target countries by Chinese property buyers


Chinese Walls

Local professional translators

Effectively designed Creatives Data Centre Management

Many “middle men”


China’s Digital Market is unique … and it is leading

42% share of global

e-commerce transaction (2016)


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


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


• 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

WeChat

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


Dining room

Bedroom

Living room

Corridor

Virtual and Augmented

Reality in Wechat

Mobile

Focus


Mobile

Focus

Live Seminar in Wechat


Online To

Offline (O2O)

Ironfish (#1 in Australian project marketing

firm) is strategic shareholder in Juwai.com


Online To

Offline (O2O)


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


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


Marketplace

Focus


THANK YOU

Digital Marketplaces Georg Chmiel, Chairman iCarAsia and Juwai

digital marketplaces - smba · 2018-08-20 · page 1 © juwai limited 2018, confidential and...

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