1. According to Internet Trend 2019 - Mary Meeker report, world internet users have reached 3.8 billion which is more than half the world population. Although the internet users growth have been slow down to single digit growth but the market is still very huge and growing.
根据科技女王 Mary Meeker 的2019年网路趋势报告，全球网路用户已达到38亿人口超过世界人口的半数。虽然网路用户的成长只有个位数大约7%，但是这还是个非常庞大的市场而且还在增长。
2. Any product if you put online to sell, you will have the chance to reach the market which is beyond your imagination. Asia Pacific has the largest global internet users with 53% of world market shares however the internet user penetration in region only 48%. Therefore there is still a huge room to growth. Top 5 countries by internet users are China, India, United States, Indonesia and Brazil.
任何产品只要你放上网络销售就有机会触碰到一个过去你无法想象的到的市场而且是非常庞大。亚太区拥有全世界最大的网络用户市场占全球的53%，普及率只有48%，增长潜力非常强大。全世界网路用户前五名的国家是，中国，印度，美国，印尼和巴西。
3. E-commerce will be the future market for growth and whoever able to grab the market shares who will become the next giant company either in the world or in the region. This is the reason why so many companies are fighting so hard in this market. Company like Alibaba, Tencent, Grab, Airasia and others are creating an Ecosystem and transforming their existing huge traffic volume users to use their new services by using database and AI analysis.
电子商务已经是也将还会是未来全球企业主要的战场，任何公司如果能够占领这个市场将会成为区域又或者是全球未来的企业霸者。一些公司像是阿里巴巴，腾讯，Grab, 亚洲航空和其他已经开始在创造各自的商业闭环 (Ecosystem)。他们将会通过大数据和人工智能的分析把现有的网络客户群流量引导至他们的需求过后开始消费。
4. Few example companies in Malaysia which already start to create the future :
AIRASIA 5099 - Air ticket / Parcel Delivery / BigPay / Hotel / Travel Package / Insurance
REVENUE 0200 - Payment System (Physical & Virtual) / BuyMall
MAYBANK 1155 - Bank / QRPayBiz
CIMB 1023 - Bank / Touch & Go
AXIATA 6888 - Telco / Boost Pay / 11Street
PUC 0007 - Red Hot Media / Pictureworks / 11Street / Presto Pay
GRAB - Ride / Food / Payment / Bank?
5. Airasia future is looking good but will Airasia able to transform from Everyone Can Fly to Everyone Can Travel ( Travel & Financial Platforms for Asean)? Airasia have huge database to analysis your travel behavior and it have created an Ecosystem for you to spent and pay by using their system , all you need in the future maybe is just a website or an app.
亚洲航空正在从一间廉价航空公司蜕变成旅游与金融科技公司，这是一个大胆的创新与改变。亚洲航空拥有大量的航空数据可以分析用户的旅游需求与喜好，它还创建了新的商业闭环让你可以一站式满足所有旅游的需求，一切只需要一个网站或者一个应用程序。
6. e-economy Southeast Asia 2025 estimate by google and Termasek 240 billion. 谷歌与淡马锡预计2025年东南亚电子经济的规模将达到两千四百亿。
7. Top internet giant company in the world. 全球互联网企业市值领导者：
8. Social commerce (C2C) is growing faster than ride-hailing in Asean. 亚洲社群商务的成长预计将超越电子照车服务。
9. Effective + Efficient Marketing = One's Own Product + Happy Customers + Recommendation
实际的 + 有效率的市场行销 = 个人产品 + 开心的顾客 + 推荐
Free Trial 免费是一开始最好的行销策略。
Happy free trial can turn to paid subscribers. 开心的免费试用体验将大大提高订户的成长机率。
10. Business no more limited to area, country or region, with internet the growth can be huge but the competitive is huge as well because your opponent might be one of the leader in the world market.
有了互联网生意不再局限于地区，国家或者区域。互联网提供了庞大的市场与成长机会但伴随着的也是强大的竞争。谁能脱颖而出谁就能成为下一个霸者。
*The growth of Airasia is very anticipate, will Airasia created a next 10 years glory, investors is waiting and watching carefully. Uncertainty.
亚洲航空是否会建立多一个辉煌十年是投资者期待的。不确定性。
*GRAB currently is one of the Top leading company in Malaysia in this area however it is not listed in Malaysia. GRAB is huge with raide-hailing, food delivery, e-wallet and maybe the first e-Bank in Singapore, it is valued at USD10B.
GRAB 已成长成一个非常庞大的公司，预计市值达到美金100亿(USD10B)。Grab很大几率会拿到新加坡开放的第一张虚拟银行的执照。
Sources :
以上纯属个人分析与评论，如有任何疑问，欢迎与我交流讨论。任何股票买卖建议输赢绝对不负责。
From：林友志 （Lim Yu Chee) 012-7685809 / Makubex718@gmail.com
