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Thứ Tư, 13 tháng 4, 2016

Alibaba to buy Lazada Vietnam

Yesterday, Alibaba announced a major deal, which was acquired Lazada with investments worth $ 1 billion. Alibaba claimed the deal would be a prerequisite to help the group to expand its market to countries outside of China, particularly in Southeast Asia this is.
Currently, the Southeast Asian market that Lazada are best when the market share leader in many countries, including Vietnam.

This is certainly the most interesting information for those who are working day ecommerce home country. Some people expect the participation of Alibaba will change the face of the entire e-commerce industry in Vietnam, has long been seen as a "zombie". Even with Lazada Vietnam, despite topping the market, is also extremely difficult operation, expansion and never struggled as of the profit from the market.
It is still too early to talk about the Alibaba can succeed in Vietnam or not, but the deal between Alibaba and Lazada will create some problems that we can see now.
First, the most visible with Lazada Vietnam, which is money. Everyone has affirmed Vietnam e-commerce needs a lot of money. Need so much money, even one as Lazada foreign enterprises, following the crisis and promotional hype programs to expand the market, had also slowed, with cautious steps, creating momentum for other e-commerce enterprises in Vietnam to grow.
After being Alibaba takeover, most likely will continue to be pumped Lazada capital to promote activities and continue to fight with the other competitors. Tiki, a startup recently received $ 18 million from VNG or A here, e-commerce businesses will be wary Vingroup opponent newly relay.
However, this is not the most serious problem. If only use the money to "make war" with the other big war will come to an end is far and eCommerce businesses will still be smaller than their own small segment to grow.
That problem is on hand Alibaba, Lazada Vietnam will be enough to solve the fundamental problem of the market. Problem named sources.
Previously, we used to analyze the reasons for the failure of the Vietnam E-commerce businesses that do not have local businesses to produce goods, to import foreign goods throughout the sale, which can not be built next price avoid.
Alibaba can easily solve this problem. Do not be surprised if one day you open up and see the whole Lazada sell "goods Boats". Chinese manufacturers, with the advantage of cheap goods and the rich is firm support for e-commerce platform of Lazada.
This is powerful stuff Lazada turn Vietnam into danger not only for the big guns, but can also destroy small businesses, niche. Especially in time, our e-commerce businesses also sell a lot of goods originating from China.
Speaking of Chinese goods, the participation of Alibaba also raised a concern: Does the Chinese goods flooded with Vietnam in the future?
Business philosophy which is to bring Jack Ma of China sold for 8 billion people in the world, and they have succeeded. Alibaba is not only to sell to end consumers, which they sell to enterprises, for manufacturers, for other distribution channels, ...
In Vietnam, Alibaba has a very small presence with AliExpress and may yet thrive (affected by freight time delay). Alibaba now has Lazada, this may be a prerequisite step to Alibaba Chinese goods imported into Vietnam to "crush" the domestic producers.
In this case, the effect of not only encapsulates Alibaba e-commerce industry anymore, but also spread to the Vietnam industry and the retail sector. A major risk for the economy.
Of course, there will also need to await the next move more of Lazada to see Alibaba wants.
Alibaba Lazada nonetheless both global buyers, and will have to allocate more resources to promote the market at once, not just Vietnam.
However, the investment in e-commerce Alibaba Vietnam also showed investment perspective of Jack Ma difference compared with most other foreign investors. While last time we saw foreign investors as Aeon (Japan), Lotte (Korea), Central Group (Thailand), ... frantic pouring money into the retail, supermarkets, China's Alibaba e-commerce chosen, a sector considered "Struggle" of all.
Jack Ma has been successful in China, whether he can do in Vietnam? The answer will be looming over the dynamics of Vietnam Lazada future.

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