Completed Salted Fish's Self-help Strategy

Today should be the first day to get the title of "habitual outburst" and the third day to renew ten thousand words in a row. I am also a strong person with ten thousand words every day!

Ordinary businessmen first focus on the market in front of them, but in the former well-off world, they have begun to consider going out to sea. Besides, the current conditions are better than those in the former world. Of course, they should pay attention to the next market.

At the speed of well-off development, we can start to do our homework now, and we can use it in about three years. The question is, where is the next market for a well-off society?

Island country? It's unlikely that island countries can't push bike sharing, because island countries don't allow anyone or enterprises to occupy shared resources. The ground is shared resources. The convenience stores don't need clubs. The island is not only the base of 724, but also the saturation degree of convenience stores has formed a culture. Old brand enterprises are deeply rooted. It's too much for an outsider to challenge this difficulty.

Cosmopolitan? There are too few people in the universe. The main business of a well-off society is people's business, which is the decisive factor. What's more, there is a thorn called "sad"?

Therefore, Chu Yuanxi's vision was easily extended to Southeast Asia, where after all, there were 660 million people.

Therefore, he worked hard on chuyuanxi, the two overlord of Southeast Asia. As soon as Yuan Mu's report was opened, his brain immediately filled up the feeling of several big plays.

Grubby is one of the so-called two overlord, and the other is called "walking Jack". The eldest of the two companies is a classmate of Harvard Business School, and they are also the children of Chinese gatekeepers. They have similar origins, experiences, growth and do similar things. They aim at mobile payment + Travel + takeout together.

It's just that behind grabby are industrial investments from many island countries led by Uber, didi and Softbank, while behind xingzou Jack are professional investment banks led by Penguin, goudong, meituan and Google.

Then, the two companies, which were originally competing against each other, were upset by one thing because of their different development models. The former set up shop in the whole Southeast Asia, while the latter ploughed deep into the Indonesian market.

It's not wrong to say that we are deeply engaged in the Indonesian market, because there are many Indonesians, reaching 260 million. Jack, who was born as a local Chinese businessman in Indonesia, must be deeply cultivated, but he naturally missed Uber's opportunity to sell the industry.

In 2018, Uber withdrew from Southeast Asia in the form of equity replacement, and gave grabi a large-scale industrial transaction after five years of deep cultivation in Southeast Asia. Then the elder brother started a round of large-scale financing. At the same time, with the help of Uber's pattern, he started from taking a taxi, taking out, financial technology and so on, and even made an open platform. He even started to engage in leisure, entertainment, ticket booking and massage, making full use of o2o.

Of course, even if the situation changes, it is estimated that Uber will finally trade with grubby, because Softbank.

Looking at the investment pedigree of grubby, at first glance, it seems that didi is the eye of the Chinese industry. But when you think about the relationship between Uber, didi and Softbank, you can see that it is not.

Softbank is the most important investor in the travel industry in the world. Its travel territory is all over the world. Uber and didi are the main investment targets of sun Dasheng, and grabi is no exception. The most important investment of sun Dasheng's career is for Ali.

In contrast, father penguin is an important investor in goudong and meituan.

Therefore, a closer look at the investment map of the two sides shows that the local life industry in Southeast Asia is actually an obscene two horse battle, with a clear distinction.

Chuyuanxi is thinking of entering Southeast Asia, and the two Ma dada have already started to enter, and coincidentally take investment as the weapon to open the way. As a result, there is nothing wrong with other Southeast Asian hegemonists who want to enter China. China is the largest market in the world. Everyone wants to come, even Google wants to come back.

With the market structure and volume of Southeast Asia, grubby may have entered a bottleneck period. Even if it is not a bottleneck, its development speed is not as fast as before. Otherwise, why has grabi developed horizontally since last year? Uber is just an opportunity. China's didi has long accepted Uber's industry in China, but what has it done? Consolidation digestion, recuperation, and did not carry out the same business as grubby on the comprehensive expansion.

Therefore, grabi's desire to enter the Chinese Dynasty must be strong, but they also face the same problem as chuyuanxi, how to cut?

On the Chinese side, Ali Penguin dominates the main track, followed by TMD's crazy shooting. The market is the biggest and the competition is also the most difficult. The local life industry is grabi's business, but big brother takes over the taxi taking out. People come in to make money, not to make contributions. They must find a suitable entry point.

At this time, if Xiaokang attracts people's attention and responds quickly, two months will be enough time for investigation and decision-making. If they happen to have the resources, it's hard to guarantee that they don't have the idea of going into practice.

Chuyuan Xixin said, do you blame me for being too high-profile? Is that why such a big guy is attracted? Domestic competition is certainly not afraid of itself, and it is easy to understand that the other party chooses Muji mode, because the founder of grubby is Cheng Bingyao, one of the few owners of Chengchang international group. Most of the Chinese in Southeast Asia are engaged in traditional industries, and they have their own interests in each other, forming intricate relationships through marriage.So it's normal for them to look down on convenience stores. What they do are big hotel chains, big cinema chains, and even big money stores. On the contrary, medium and large integrated stores are easy to get into the eyes of this group of people, with high-end atmosphere.

In this way, even if they do it in the end, they are not well-off. But I'm afraid that when they return to Southeast Asia, they will have a deep reflection and then carry out pixel level re carving according to the well-off line.

Chu Yuan Xi thought for a long time and asked a question. How can I fight against Ya Ting?

Alliance with Jack? Jack and grubby are mortal enemies. They are really mortal enemies. When didi proposed the possibility of M & A, Cheng Bingyao of grabi said publicly that he would rather kill Jack than merge. Didi's merger and acquisition of express can't happen to them, and I don't know how they fell in love and killed each other at Harvard Business School.

The problem is that it's not your turn to form an alliance! In terms of investment, Xiaokang has no money to invest. It's not impossible for Ba people to invest, because walking jack is obviously biased by penguins and is also making efforts to the game field. The problem is that he is not qualified. The little money in Ba's account and BA's influence are still several steps behind big dog Dong in the world. It's not like in the old world, when they were building a well-off society by themselves, they would not refuse any money.

Moreover, no matter penguin or goudong meituan, they are all striving for industrial integration. There are many overlapping and complementary places between them. What do Ba people do when they go? Even if others accept the investment, that is, financial investment, does Ba people assume the role of being a fool with a lot of money? To help Jack walk for free is to disgust grubby? That's two.

But it's impossible to just let it go. Chu Yuan Xi can't help but have a plan and think of someone!