Specialist
Former director of WeChat Pay at Tencent Holdings Ltd
Agenda
- Digital payment penetration rates across industries, market potential, market share changes and competition strategies of WeChat Pay and Alipay
- WeChat Pay vs Alipay – business client acquisition and access methods, revenue and cost structures, price strategies, bank cooperation methods and profit rates
- Individual user price strategies, user stickiness, profitability and comparison of investment advisory services – Alipay’s Bangnitou vs Tencent’s (HKG: 0700) Yiqitou
- WeChat Pay vs Alipay – data quality, monetisation methods and overseas development
Questions
1.
Could you first recap on the changes in the domestic mobile payment market in the past three years? What were the changes in the market shares of WeChat Pay and Alipay?
2.
Regarding physical-product and virtual product transactions, what are the determinants of the payment service fees? What are the differences in pricing strategies between WeChat Pay and Alipay?
3.
What are the numbers of payment transactions of the online and offline sectors?
4.
PBOC recently released digital currency, and according to the news on 21st, September, JD Digital Technology has become its strategic partner. What does it mean for Tencent and Ant Group?
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