Competitive moats (i.e., structural advantages) tend to be viewed as one thing. But it is usually two. And it is helpful to view it this way when looking at the impact of various digital tools. Here is how I separate it. Competitive advantages Barriers to entry and other soft advantages See the green part below. […]
Category Archives: JD
Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (Tech Strategy – Podcast 72)
In this episode of the Tech Strategy podcast, Jeffrey Towson interviews Vincent Yang, CEO of JD Central Thailand. They discuss the challenges and opportunities for Chinese e-commerce giants to expand internationally, such as the need to adapt to local cultures and regulations. Yang also shares his insights on the future of new retail in Asia, which he sees as a key trend that will shape the way people shop in the region.
JD Central Plays the Long Game in Thailand and SE Asian Ecommerce (2 of 2)(Asia Tech Strategy – Daily Update)
In Part 1, I summarized my visit to a media event at JD Central (JDC) Thailand. And I teed up some of the difficulties for Chinese ecommerce giants trying to go international, especially in Southeast Asia. After the media event, I sat down with JD Central CEO Vincent Yang, which turned out to be a […]
My Interview with JD Central Thailand CEO Vincent Yang (1 of 2) (Asia Tech Strategy – Daily Update)
Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]
Will JD Logistics Become a New Type of Ecosystem? (Tech Strategy – Podcast 71)
In this episode of Tech Strategy Podcast, we delve into the emerging ecosystem of JD Logistics. Discover how this innovative approach is reshaping the logistics industry and influencing the broader tech landscape in Asia. Join us as we unpack the strategies and implications of this new type of ecosystem.
Will JD Logistics Become An Ecosystem? (2 of 2) (Asia Tech Strategy – Daily Update)
In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]
JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 of 2) (Tech Strategy – Daily Article)
I have been thinking about JD’s logistics operations for like 4 years. I visited a couple of their warehouses. I toured their robotics laboratory. And I am always looking for their cool logistics videos (see here or below). But it’s hard to see the whole system. Most logistics is behind the scenes. But JD Logistics […]
An Introduction to Coupang, the “Mini-JD of South Korea (Circa 2015)” (Asia Tech Strategy – Daily Update)
The latest big tech IPO out of Asia is Coupang, a likely $50B listing called the “Amazon of South Korea”. More on that annoying phrase in a moment. But first, let’s take a moment to be thankful for being in the Asia tech space. It’s just awesome. It’s just one cool company after another. Last […]
Is Alibaba or Another Chinese Company Going to Buy Farfetch? (Asia Tech Strategy – Daily Update)
Luxury marketplace platform Farfetch has had a long courtship with JD, Alibaba and Chinese consumers. In the next update, I’ll go into my thoughts on Farfetch as a stand-alone company (basically, not good). But the more interesting questions for investors are: Is Farfetch going to get bought? What is the private market value to Chinese […]
JD’s Emerging Competitive Advantages? (Asia Tech Strategy – Daily Lesson / Update)
Long-term investors search for high quality companies they can buy and hold. They ignore the near-term swings in stock prices and, instead, try to capture the larger creation of value in the enterprise over time. It’s a long-term wealth creation strategy. And it really works… …for a small number of companies. Yes, the results of […]