Tuesday, May 17, 2005

Presentation from Morgan Stanley (Mary Meeker) on China's Internet

Interesting presentation from Morgan Stanley on the top players in China's Internet arena.

Companies mentioned: Shanda, NetEase, Sina, Tencent, Ctrip, Sohu, Tom Online, 51job, chinadotcom, KongZhong, Linktone

• Internet serving important role in helping modernize China and
drive efficiencies
• Still, small revenue / profit levels for China Internet companies
Like US in mid-1990s, we are at the beginning…but, in many
respects, for China, impact may be greater
Lots of opportunity with lots and lots of risk
• Andy Xie notes that… “In the middle of most small towns in
Europe or the US stands a church; in China, it is usually a
Kentucky Fried Chicken or a McDonald’s or both...”

Download presentation


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