18. www.JETexpress.co.id
Market Capitalization
Indonesia Logistic CostMarket Size
Indonesia Logistic Transportation
• Market Size 2014 1,800 Triliun (almost equal with APBN 2014)
• Market Growth 2014 14.7%
• Biaya Logistik 14% dari penjualan (Logistic & Supply Chain Lab ITB)
• GDP Indonesia itu 27% nya komponen logistik
40% Growth in consecutive year
for last mile delivery or CEP
21. www.JETexpress.co.id
The logistics sector comprises primarily of 3 major segments – Transportation, Storage and Value-added
services. The growing Indian economy is playing an advantageous role on players operating in storage and
value- added services segments
Logistic is about Transportation, Warehouse,
and VAS (partnership) make it different…
23. www.JETexpress.co.id
Indonesia CEP Penetration
Do we have these Growth Drivers to
achieve our goal next 3 years ?
C O N S I D E R A T I O N
1 3PL for International Courier
2
Ecommerce LEVERAGE points of
Business Growth
3 Technology Readiness and People Readiness
24. www.JETexpress.co.id
Product Overview
• City Courier
• 17 City Destinations
Customer
3 Hari
7 Hari
Pickup
Schedule
Wrap
VAS
JET 3
JET 24
Document
Paket
1
2
Touchpoints
AGEN
WEB
HOTLINE
APPS
PARTNER
Payment
Pre Paid
Post Paid
COD
- Cash
- Bank Transfer
VAS
SMS & Email Notifikasi
Delivery
Time
SMS
Time Parameter to Product Naming as
easy captured as Product Assurance
25. www.JETexpress.co.id
Product Overview
MerchantAgent
Offline
Online
Case Study
Tokopedia melakukan 6 Juta
kiriman paket setiap bulannya
Sumber : tempo.co.id
Jawa Barat
Model Kerjasama Online dianggap sama dengan keagenan
• Dedicated Employee on location
• Special Discount on volume
• Obligation Procedure of Logistic
• None of Logistic Courier treat
ecommerce as Agent (20% Revenue)
• Ecommerce treat logistic as service
partner not NEW Revenue Stream
PROMO
HEMAT
1
2
EKSLUSIF
3
• Device Prepared by Agen
• Profit Sharing (10%)
• Allowed Joint Business
• Branding Prepared by JET
• Agen only prepared Store, AC,
Layout Procedure
• Allowed Joint Business
• Profit Sharing (20%)
• Multiple IP Device Cashier
• Full Branding
• Compounding Profit (20-30%)
• Follow Layout Procedure
26. www.JETexpress.co.id
Product Overview
READY FOR SERVICES
1. Produk (Kiriman & Agen)
2. Kantor Cabang Jakarta – 16 Kota
3. Human Capital
4. IT System
5. Transportation (Van, Motorcycle)
6. Branding Production
7. Touchpoint
• Hotline
• Apps (Tablet, Smartphone)
• Website
• Customer Service (24hr)
10 JULY
SOFT LAUNCHING
1. Media Update
2. Free Document Express (SME)
3. Download Apps FREE 5 Kg
4. Free Online Gadget Delivery
• Erafone
• Lazada
• Elevenia
• Tokopedia
5. Kopi Darat
• Kaskus
• Fimela
• Android ID
17 AGUSTUS
1 3PL Partner
3 Kota
10 Ecommerce Partner
20 Blogger
25 Agen
50 UKM /SME
100 Online Merchant
Network
Business Development
All OS Supported
Agen Canvass
Pameran UKM
Media Agency
POSM Material
Video Production
Promotional Product
75. Click to edit header >
SERVICE COMPETITOR
Pos Indonesia /Pos Logistic
Standard (Surat/Paket) ! Kilat Khusus ! Express (Surat/Paket) ! Same Day
Delivery ! Surat Pos Udara ! Surat EMS ! Paket Standar Internartional !
Paket EMS ! Relocation ! Cargo ! Warehouse + Distribution ! Custom
Clearance ! Track & Trace ! Pickup ! Tanggungan (Insurance) ! Personal
Handling ! Weekend Delivery ! Mailing room
76. Click to edit header >
Reguler ! Ekonomis ! Overnight Service (ONS) ! Super Speed
! Kurir Luar Negeri ! Relocation ! Distribution ! Cargo
! Custom Clearance ! Pickup ! Insurance ! Track & Trace
! e-commerce 500 Agent (Jakarta)
77. Click to edit header >
Reguler ! Economi Services ! Midday Package ! Next Day Package
! Same Day Service ! FedEx International Network ! Relocation !
Warehouse + Distribution ! Cargo ! Custom Clearance ! Pickup
! Insurance ! Track & Trace ! Special Handling
! e-commerce ± 145 Agent
78. Click to edit header >
Reguler (Reg) ! Ekonomis (Eco) ! Overnight Service (ONS) ! Same
Day Service (SS) ! Holiday Del Service (HDS) ! Today Del Service
(TDS) ! International (Intl) ! Pickup ! Insurance ! Track & Trace !
e-commerce 300 Agent (Jakarta)
79. Click to edit header >
Reguler (Reg) ! Ekonomis (Eco) ! Overnight Service (ONS) ! Same
Day Service (SS) ! Two Day Service (TDS) ! International (Intl) !
Trucking freeze ! Pickup ! Insurance ! Track & Trace ± 200 Agent
(Jakarta)
80. Click to edit header >
Reguler ! Overnight Service (ONS) ! Same Day Service
(SDS) ! Express (Surat/Paket) ! Same Day Service
International Express Logistic and Warehouse Mailroom
Management Dedicated Courier Trucking and Moving 409
Agent (National)
81. Click to edit header >
Reguler (Reg) ! EXP (Express Service) ! REX 0 (Zero) ! REX 1 !
INT (International)
82. Click to edit header >
SERVICES
Priorty !Regular Overnight Service ! Same Day Service
Pickup ! Insurance ! Track & Trace
• city courier ! e-commerce
86. Click to edit header >
COMPANY PROFILE
• Didirikan pada awal 2010 sebagai salah satu produk portofolio agensi digital bernama
Suitmedia, Bukalapak bertumbuh sebagai salah satu produk online terbesar karya
anak bangsa di Indonesia. Achmad Zaky selaku CEO mengatakan bahwa saat ini
terdapat sekitar 150.000 penjual1 dan 1,5 juta produk aktif di Bukalapak.
• Pada Januari 2014, Achmad mengatakan bahwa Bukalapak memproses transaksi
senilai Rp 500 juta setiap harinya. Di website ini, para pengguna dapat melakukan
aktivitas jual beli dengan harga pas maupun harga yang siap untuk dinegosiasikan.
Bukalapak memiliki fitur dompet virtual bernama Bukadompet sebagai salah satu
metode pembayaran.
• Saat ini berjualan di Bukalapak masih gratis.
88. Click to edit header >
COMPANY PROFILE
• Berdiri pada awal 2009, Tokopedia dinilai sebagai pemimpin pasar dalam ranah
marketplace online di Indonesia. Paling tidak, Tokopedia memiliki jumlah modal yang
sangat besar berkat USD 100 juta (Rp 1,2 triliun) yang disuntikkan beberapa bulan lalu
oleh Softbank Internet and Media Inc. dan Sequoia Capital.
• William Tanuwijaya selaku CEO mengatakan bahwa saat ini mereka memiliki “ratusan
ribu” penjual yang bertumbuh jumlahnya sebesar 30 persen setiap bulan. Saat ini
Tokopedia memiliki 3,3 juta produk aktif, dimana sekitar 2 juta produk terjual di
platform setiap bulannya.
• Tokopedia belum menarik biaya apapun dari para penjual. Namun, para penjual bisa
berlangganan fitur premium bernama Gold Merchant.
90. Click to edit header >
COMPANY PROFILE
• Elevenia merupakan salah satu pemain termuda di daftar ini, namun mereka
sangat agresif dan telah mencatat pertumbuhan sangat besar di tahun
pertama operasinya. Diluncurkan pada bulan Maret 2014, perusahaan hasil
joint venture antara XL Axiata dan SK Planet asal Korea Selatan ini memiliki 2
juta produk aktif dan melayani 8.000 order setiap harinya.
• Uniknya, perusahaan ini menyediakan seller zone di Jakarta, berisikan studio
foto dan ruang pelatihan untuk membantu para penjual online yang masih
baru. Semua hal itu dapat digunakan secara gratis.
• Elevenia mengambil komisi dari setiap penjualan di dalam platform.
92. Click to edit header >
COMPANY PROFILE
• Tidak ingin ketinggalan, Indosat juga memiliki marketplace bernama Cipika
Store yang diluncurkan pada Agustus 2014. Namun, berbeda dengan pemain
lainnya di daftar ini, Cipika Store memiliki spesialisasi menjual berbagai
produk dalam negeri seperti makanan dan baju khas daerah. Pada bulan
Agustus, Cipika mencatat 25.000 pengunjung harian.
• Cipika Store bekerjasama dengan aplikasi marketplace mobile Shoop, salah
satunya untuk mengumpulkan penjual dan produk. Walau di dalam perjanjian
penjual disebutkan bahwa Cipika Store.
94. Click to edit header >
COMPANY PROFILE
• Sebagai perusahaan joint venture antara Telkom Indonesia dengan
eBay, kehadiran Blanja memiliki potensi besar untuk membuat
saingannya was-was. Walau sudah beroperasi sejak 2013, Blanja baru
secara resmi diluncurkan pada Desember 2014.
• Dari “hanya” 600 penjual, Blanja
klaim telah memiliki lebih dari 1 juta produk di dalam website. Blanja
mengambil komisi dari setiap penjualan yang terjadi di dalam platform.
Untuk informasi lebih lanjut, silakan cek halaman ini.
96. Click to edit header >
COMPANY PROFILE
• Kaskus sebenarnya adalah sebuah forum online. Tapi website ini kemudian
berkembang menjadi salah satu platform e-commerce terbesar di Indonesia.
Pengguna bisa membuat artikel di dalam platform Kaskus dan juga
melakukan jual beli barang di sana.
• Di bulan Desember, Kaskus memiliki CEO baru, yaitu Sukan Makmuri – yang
sebelumnya pernah memegang posisi VP untuk divisi teknologi internet
banking di Bank of America. CEO baru ini menggantikan co-founder Ken Dean
Lawadinata dan Andrew Darwis. Kaskus saat ini memiliki 40 juta orang
pengguna dan 600 juta pageview tiap bulannya.
97. Click to edit header >
PLATFORM JUALAN ONLINE INSTAGRAM
101. 618 Million
Internet Users1
302 Million
Online Shoppers1
1. Kantar Retail Analysis; by July 2014. Numbers are for the year 2013.
2. Ebrun Data; By Dec 2013. 1700 billion RMB online retrail market for the year 2013
3. Kantar Retail Analysis; B2C share accounts for total of 41% of the total online retail market (B2C & C2C).
1,700 Billion
Online Retail2
41%
B2C Share3
E-Commerce in China: Unlimited Opportunities
102. In 2013, China’s total number of internet users reached 618 million (CAGR
19%) while number of online shoppers grew to 302 million (CAGR 36%),
which is roughly the size of the entire US population.
210
298
384
457
513
564
46
74
108
161
194
242
302
0
100
200
300
400
500
600
700
2007 2008 2009 2010 2011 2012 2013
People (million)
Netizens Online Shoppers
19%
36%
618
E-Commerce in China: Unlimited Opportunities (Cont’d)
103. E-Commerce accounted for 10% of China’s total retail sales in 2013 and has
been forecast to reach 20% by 2017.
0%
5%
10%
15%
20%
25%
0
2,000
4,000
6,000
8,000
10,000
12,000
2006 2007 2008 2009 2010 2011 2012 2013 2014e 2015e 2016e 2017e 2018e 2019e 2020e
Online Retail Sales in China
Online Retail Sales (billion RMB) Online as % of Total Retail Sales
1,700
9,883
E-Commerce in China: Unlimited Opportunities (Cont’d)
RMB (billion)
10%
23%
Source: Kantar Retail Analysis
104. B2C is the future direction of E-commerce: online retail market growth
has been accelerating since 2011, while C2C has been shrinking.
In 2013, transaction value of China online retail market reached RMB
1,700 billion (B2C accounted for 35%, and 41% expected in 2014).
86%
75%
70%
65%
59%
54%
14%
25%
30%
35%
41%
45%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2010 2011 2012 2013 2014e 2015e
C2C Share B2C Share
Online Retail Market Transaction Value in China
E-Commerce in China: Unlimited Opportunities (Cont’d)
106. 11
The Largest Online Direct Sales Company in China and
One of the World’s Top 15 Largest Internet Companies
Self-operated Nationwide Fulfillment Infrastructure22
Strategic E-Commerce Partnership with Tencent44
Make Joy Happen
JD.com Highlights
Absolute “Zero Tolerance” to Counterfeits33
107. The Largest Online Direct Sales Company in China
The Largest Online Direct
Sales Company in China with
54.3% Market Share
57.4%
21.2%
3.5%
2.8%
1.9%
1.5%
1.5%
1.4%
1.4%
7.4% Others
54.3%
9.2%
7.4%
5.1%
4.0%
3.9%
3.7%
3.6%
Others 8.9%
1. Source: iResearch. Market share in terms of total GMV of China overall B2C market in Q2 2014.
2. Source: iResearch. Market share in terms of total GMV of China online direct sales market in Q2 2014.
108. Note: Data as of September 30, 2014, unless otherwise specified below.
1. Data in the third quarter of 2014.
2. Defined as customer accounts that made at least one purchase in the third quarter of 2014.
3. Data as of April 1, 2014, including approximately 1,900 delivery staff and 5,000 total employees integrated from Tencent, respectively.
4. Data as of March 31, 2014.
46.1 million
active
customer
Accounts2
2,045
delivery stations
in 1,855 counties
and districts 118
warehouses
in 39 cities
178.2 million
orders1
40.2 million
SKUs4
62,051
total employees
The Largest Online Direct Sales Company in China (Cont’d)
USD20+ billion
GMV
109. One of World’s Largest
Source：KPCB 2014.5
JD.com ranks the 10th among
largest internet companies in the
world, by market capitalization.
110. Speedy Delivery – Self-operated Nationwide Fulfillment Infrastructure
1. As of September 30, 2014.
2. 211 delivery program that ensures any order received by the morning deadline (11:00am in most of the cities) will be delivered on the
same day, and any orders received by the evening deadline (11:00pm) will be delivered by 3:00pm on the following day.
70% of self-operated orders
delivered in the same or next day
118 warehouses in 39 cities
GFA of ~2.3 million sqm
“211 program“2 offered in
130 counties and districts
Next-day delivery service in
815 counties and districts
Cities with fulfillment centers (7)
Cities with front distribute centers (6)
Additional cities with standalone warehouses for bulky items (23)
2,045 delivery stations and
1,045 pickup stations in
1,855 counties and districts
111. Absolute “Zero Tolerance” to Counterfeits
AUTHENTICITY – JD’s Core Business Value
• “Zero-tolerance” policies over counterfeit
products
• Domestic marketplace sellers must be a sizable
entity registered in China for at least two years,
with a registered capital of over ~US$85,000
• Professional team of quality control personnel
• 3 on-site spot checks to screen products every
week
• Strategic partnership with Intertek1
.
• Heavy fines of up to US$150,000 if counterfeits
are found
Note:
1. Intertek is a leading multinational inspection, product testing and certification company.
113. The Rise of Mobile Shopping
Premium mobile end access to JDRise of Mobile Shopping
29.6% of total order fulfilled in Q3 2014 in JD
468m MAU1 on Weixin/Wechat
46.1 million (109% increase YOY) JD Active Users
in Q3 2014
Key Fact Sheets
JD APP Weixin QQ Mobile
542m MAU2 on Mobile QQ
1.As of September 2014; Monthly active user accounts sent out one or more messages via
Weixin/Wechat or conducted other proactive operations on these mobile ends.
2.As of September 2014; Monthly active user accounts sent out one or more messages via
Mobile QQ or conducted other proactive operations on the mobile end.
Source: Tencent and JD.COM filing
115. JD Worldwide – Foreign Companies’ Gateway to JD.com
JD Worldwide is a designated business unit to
bring quality overseas products to JD.com.
116. JD Worldwide – your New E-commerce Gateway to China
Cross-border E-commerceOrdinary Trade
Marketplace
Model1 Direct Sale
Note:
1. Using the Market Place Model, sellers/brand owners could operate via their internal E-commerce team or 3rd party service providers.
Marketplace
Model1 Direct Sale
117. Cross-border online shopping in China is a RMB 74 billion (US$12billion)
market
The Chinese government has relaxed policies on customs and foreign
exchange to spur cross border shopping.
New Opportunities for Cross-border E-commerce
6
12
26
48
74
0
10
20
30
40
50
60
70
80
2009 2010 2011 2012 2013
Cross-border shopping in China (billion)
Source: China E-commerce Research Center
118. The launch of Tariff Free Zone (TFZ, 保税区保税区保税区保税区) - a big step forward:
No Chinese legal entity required for overseas companies
Receive sales proceeds in foreign currency
Reduced customs duty
No income tax
New Opportunities for Cross-border E-commerce (Cont’d)
JD has developed a new business model to help foreign
companies leverage the new policies.
120. Integrated Market Entry Solution – JD as Your Trusted Partner
Market Entry Strategy
Market Analysis
Financial Consideration
Product Offering
Joint Marketing Plan
International Logistics
JD is your trusted
partner for Chinese
market entry.
JD will work with you, from
different perspectives, to
assist your decision
making.
JD offers unparalleled selections
of business models to cater for
your business needs. Choose
one or hybrids.
Market Place Model
via Ordinary Trade
Direct Sale Model
via Ordinary Trade
Market Place Model
via CB E-commerce
Direct Sale Model
via CB E-commerce
Hybrid Model
121. Your Dedicated Project Team to Offer One-stop Shop Solution
Business Dev.
Manager
Operations
Manager
Marketing
Consultant
JD Worldwide
Director
Project
Responsibilities
- Oversees project
progress
- Offers tailored
business advice and
solution to JD partners
- Monitor for continual
sales improvement
after establishing
partnership
- Primary BD contact
for JD partners
- Partnership
coordinator
- Respond to JD
partners’ queries
- Contractual matters
- Manages day to day
operations for JD
partners
- Offer advice on logistic
and sales solutions
- Assessment of online
product upload
- Coordinator for
promotional activities
- Work with JD
partners to
formulate
marketing plan
- Offers advice on
marketing
solutions
- Coordinator for
marketing plans
- Marketing
execution
Dedicated
Project
Team
122. Ordinary Trade Cross-Border E-Commerce
Shipping to China In bulk (by sea)
Ship (by air) as individual parcels to end
consumers or in bulk (by sea)
Order Fulfillment
Originates from within
China
Originates from overseas or bonded
warehouses
Customs Clearance Regular Requirements
Relaxed Requirements for Food and Health
Supplements
Delivery Time 0 – 1 day 5 – 20 days
Shipping Cost / Order Low Medium – High
Import Duty Rate Mostly 30-60% Mostly 10-20%
Customs Clearance
Hurdle
Generally Higher
Relaxed requirements for food, cosmetics, and
health supplements
Suitable Products
• Well known brands in
China
• Proven sales track
record
• New brand or products to China
• Small to medium businesses in China
• Both high volume and long-tail products
• Food, cosmetics and health supplements
Many Ways to Work with JD Worldwide
123. Global Supply Chain Capabilities
Global supply chain capabilities: we offer logistics solutions from North
America, Europe, Australia and Hong Kong, and over 50 countries around the
globe.
US West
US East
Europe
Hong Kong
Australia
126. Transaction & Logistic Process (Ordinary Trade – Direct Sale)
China Customs clears
goods, then shipped to
JD’s warehouses.
JD places orders directly to
overseas brand owners or
suppliers. EXW, FOB, CIF can
be accepted. Various payment
terms available.
Based on logistic terms, brand
owner/suppliers or JD arrange
shipment to Chinese ports.
JD manages inventory,
fulfillment and delivery.
Products are sold on JD.com to
consumers.
128. Transaction & Logistic Process (Ordinary Trade - Market Place)
Brand owners/suppliers or
their 3rd party E-commerce
operators manage
inventory, fulfillment and
delivery.
Brand owners/suppliers to operate
online store on JD.com by themselves.
The operation can be done by internal
E-commerce team of outsourced to
3rd party E-commerce operators.
JD.com offers web traffic, online
platform and back-end management
tools for your E-commerce teams to
sell products on JD.com. JD charges
fees for the service.
Customers make orders
and payment on JD.com.
Brand owners/suppliers
will be notified and
dispatch shipment.
JD receives payment on
brand owners/suppliers’
behalf and transmit
payment to them on T+1.
130. Tariff Free Zone Model: At a Glance
Requirements
Company
Registration
No need for an entity in mainland China
Payment JD Worldwide will transfer funds directly to sellers’ foreign
currency overseas bank account.
Display Products will be displayed in the main JD.COM to benefit from
the enormous traffic. (Daily UV: 15 million)
Logistics • Small Parcels ship individual orders directly to Chinese
consumers as small parcels (except health products)
• Bulk Shipment collect multiple orders and ship in bulk to TFZ
• Bonded Warehouse store bulk volume of products in TFZ in
advance to shorten delivery time
131. Tariff Free Zone Model: Transaction & Fees
Customers place
order on jd360.hk
Transaction Process
Pay through online payment
tool Wangyin owned by
JD.com or credit cards
Upon delivery, JD pays to
seller’s overseas account in
foreign currency
JD Worldwide Fees
Commission1
Varies by category:
2-10% of products sold
Platform Fee2
$1,000 USD/year
Deposit3
Varies by category:
$10,000-15,000 USD
upon joining
132. Tariff Free Zone Model: Cross-border Logistic Options
Sellers ship to customers as
individual parcels , from
their own fulfilment centers
or via freight forwarder
Sellers collects multiple
orders and ship in bulk to a
specific fulfillment centre
at TFZ. JD sync order info
with China Customs.
Individual orders packaged
in TFZ; China Customs
release and domestic
carriers pick up parcels.
Customers place orders on
JD Worldwide and make
payment to JD Worldwide
Customers place orders on
JD Worldwide and make
payment to JD Worldwide
Customer acknowledge
receipt; Sellers receive
payments
Sellers ship to and store
inventory at a specific
warehouse at TFZ, in
advance of orders
Individual order collected
from warehouse at TFZ and
packaged. China Customs
release and domestic
carriers pick up parcels.
Customer acknowledge
receipt; Sellers receive
payments
Customer acknowledge
receipt; Sellers receive
payments
Customers place orders on
JD Worldwide and make
payment to JD Worldwide.
JD Sync order info with China
Customers.
1
2
3
1
Small Parcels
(10-20 Days)
2
Bulk Shipment
(9-15 Days)
3
Bonded Warehouse
(5-7 Days)
133. Ample capacity in Tariff Free Zones Across China
JD Worldwide has partnered with government authorities and service
providers in major Tariff-free Zones in China to allow overseas sellers
jumpstart their cross-border e-commerce business in China.
Customs
Clearance
Company
Small Parcels Bulk Shipment Bonded Warehouse
Guangzhou
Nansha
(广州南沙广州南沙广州南沙广州南沙)
卓志 TBA Food, Dietary
Supplements
Mom & Baby, Food,
Dietary Supplements,
Digital Products
Ningbo
(宁波宁波宁波宁波)
富邦, 富宁 N/A Food, Dietary
Supplements
Mom & Baby, Food,
Dietary Supplements,
Digital Products
Hangzhou
Xiaoshan
(杭州萧山杭州萧山杭州萧山杭州萧山)
富士康 N/A Food, Dietary
Supplements
Mom & Baby, Food,
Dietary Supplements,
Digital Products
Zhenzhou
(郑州郑州郑州郑州)
TBA Cosmetics, Dietary
Supplements
N/A N/A
