This is a random thought series. No numbers or valuation call.
I was rather intrigued by Singpost business, creating an Eco-system to feed into logistic. Singpost aim to be an e-commerce logistic player, many forgot the "logistic" behind the equation. But here goes, what I didn't know, or cannot confirmed till now. I was very intrigued reading the annual reports of Amazon, and EBay, and Internet rocket, the owner of Lazada which Alibaba bought a stake in.
1)B2B, C2C, B2B4C? = SMS?
In E-commerce there is B2B, C2C concept etc. Alibaba's Taobao is kinda of C2C, consumer to consumer. But I guess the Giants like EBay, Amazon are all BC2BC all rolled into one (my own understanding). Isn't alibaba too? Consumer and Business, the line is not that clear if u ask me.
Singpost claim it is B2B4C, it makes me think which company doesn't provide ......
SingPost is aggressively acquiring technology companies in the logistic field because of its declining growth in its bread and butter mailing business. Nonetheless, with technology, it is always a wild card and the investments may not years to bear fruit.
These acquisitions may not even become profitable for SingPost in the long term. But I guess SingPost has no choice but to undertake such a path, given the rapid change in lifestyle. But I am confident about its growth prospect. Not vested but monitoring SingPost from a wealth builder’s standpoint.
Regards,
Gerald
http://www.sgwealthbuilder.com