Discover and read the best of Twitter Threads about #Alipay

Most recents (9)

Interesting RFA article: #China is experiencing rising deposits, high levels of debt & deflation-- all at the same time. What does it mean? 通缩、全民负债和高存款同时出现 中国经济怪现象? rfa.org/mandarin/yatai…
Liu Yuhui at CASS "Simply put, #China's current situation is that deflation has begun, & the economy has slipped into the recession. 700 mil people are in debt...The debt ratio of the entire household sector has reached a very high level of 137.9% of its disposable income."
PBOC first quarter data show that RMB deposits rose by 15.39 trillion & household deposits rose by 9.9 trillion, accounting for 64% of the new deposits.
The simultaneous appearance of high debt & deposit ratios shows that Chinese society is borrowing heavily & not repaying.
Read 5 tweets
Alibaba as an Investment Case

• What they do
• Revenue Breakdown
• Competitive advantage
• Whose buying the stock
• Risks of buying Alibaba
• Valuation

- Thread -
1/
Alibaba Group was established in 1999 by 18 people led by Jack Ma, a former English teacher from Hangzhou, China.

This Chinese multinational technology company that specializes in e-commerce and retail internet has built their business around the iron triangle.
2/
The Iron Triangle

Before we take a deep dive into understanding this triangle, we need to have a look at the core businesses of Alibaba first
Read 28 tweets
Que les parece está perla!!!!
#COTI
La red eléctrica de pagos definitiva
En una era de “todo lo digital”, las monedas siguen desactualizadas. Actualmente, es más barato pagar en efectivo que usar bancos, #paypal, #Alipay y similares.
#COTI es la primera plataforma #fintech de nivel empresarial que permite a las organizaciones crear su propia solución de pago y digitalizar cualquier moneda para ahorrar tiempo y dinero.
#COTI proporciona los 7 elementos necesarios para una perfecta infraestructura de pago:
- Escalabilidad
- Sencillez
- Protecciones comprador-vendedor
- Rentabilidad
- Estabilidad de precios
- Instantaneidad
- Seguridad
Read 4 tweets
Does China 🇨🇳 and/or Alipay have any interest related to Ripple or #XRP?

Asking for a friend.

Previously, I tweeted about Clayton and Hinman being on the SEC application for Alibaba’s IPO.

Let’s look into another Lawyer who appears on that @SEC filing document:

Leiming Chen
Leiming Chen, like Hinman, was a partner at Simpson Thacher.

Leiming Chen served in the firm’s Hong Kong office, focusing on SEC-registered offerings.

A client of Simpson Thacher is Neil Shen.

Neil Shen is founding and managing partner of Sequoia China. Image
Neil Shen put forth at the Chinese People’s Political Consultative Conference the recommendation that Hong Kong create its own stable coin, which can be used for cross-border payments between China, Japan and South Korea.

theblockcrypto.com/linked/66066/s…
Read 4 tweets
#ComingUp: Big newsbreak on @BiIndia, stay tuned.

@SanchDash Image
@SanchDash #EXCLUSIVE: India's largest insurer #LIC is inviting bids from payment aggregators⁠

businessinsider.in/finance/news/i…

By @SanchDash Image
@SanchDash The Life Insurance Corporation of India (#LIC), the country’s largest and over half a century old insurer, has a golden egg for India’s payment gateway operators.
Read 17 tweets
The world’s second-largest economy, #China, has recently launched an #antitrust investigation into Asia’s leading e-commerce company, #Alibaba, listed on the biggest #stock market in the world.
#eCommerce juggernaut seems to be in hot water over its affiliate company, better known as #Ant Group, as #Chinese antitrust regulators plan to review if it was in any way #monopolistic
Such a move by the #Chinese regulators is seen by some market commentators as a huge hit to #JackMa’s e-commerce and #fintech empire
Read 8 tweets
0/ Whilst we were all catching up with family and friends, unwrapping presents, and stuffing our faces over #Christmas, many developments took place in the #crypto/#blockchain space.

Below is a 15-part thread covering what you may have missed over the past 24-48 hours. Enjoy!
1/ 🆕 @TeamHYCON [ $HYC ] unveiled the world's first implementation of the SPECTRE* protocol! Click to watch the team reflect on their development process.

*short for Serialization of Proof-of-work Events: Confirming Transactions via
Recursive Elections.
2/ 🛒 @OntologyNetwork [ $ONT ] revealed that its ONT_Dev_Platform #dApp has been added to Microsoft's @Azure and Amazon's @AWSmarketplace.

The #Ontology team expects to be listed on Google's online software store next month, too! medium.com/ontologynetwor…
Read 17 tweets
1/ Which is the world's most valuable #unicorn ?

A: Uber
B: Airbnb
C: SpaceX
D: Ummm ... none of the above

Read on ...

#valuation #privatecompanies #mobilepayments #fintech #ecommerce #strategy #startup #founders #entrepreneur sam33r.com/home/alipay
2/ At $150bn valuation @AntFinancial Services Group, which was spun out from #Alibaba in 2014, and one which owns China’s biggest payments app, #Alipay, is the biggest #unicorn in the world.
3/ Drivers of Ant Financial's $150bn valuation:

1: Size of #mobilepayments market in #China : ($13 trillion - 61.8% transactions globally)
2: Growth
3: 700 MM smartphone users
4: 76% of of those made a mobile PoS purchase in 2017
5: Penetration: street vendors accept m-payments
Read 5 tweets

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