Research
FORUM TRANSCRIPT

Youzan – SaaS Business Development & Competitive Strategies – 2 September 2021

  • Public Equity
  • TMT
  • Greater China
PREMIUM

Specialist

Former divisional leader at Hangzhou Youzan Technology Co Ltd

Agenda

  • Youzan’s (HKG: 8083) 2020-H1 2021 development review, H1 2021 revenue decline and reasons behind, plus development trends and challenges across business segments
  • Youzan’s client profile, merchants’ main demand, paying merchant quantity, average contract value, typical client cooperation provisions, plus renewal rates across product types, highlighting Youzan WeiMall and store SaaS products
  • Youzan vs Weimob (HKG: 2013) in product, management, channel and client maintenance, plus sales strategies targeting different types of clients
  • Impacts from Tencent (HKG: 0700) sharing ecosystem with Alibaba (HKG: 9988) on e-commerce SaaS and impacts from Kuaishou (HKG: 1024) building its own closed-loop ecosystem on Youzan

Questions

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