Southeast Asia

Internet VentureSymposium 2016

Michael Tan

Founder & CEO

Zap Delivery

Is Singapore Inc

destroying value?

World Biggest Taxi Operator

World Biggest Taxi Operator

World Biggest Hotel Operator

World Biggest Taxi Operator

World Biggest Hotel Operator

World Biggest Mall Operator

World Biggest Taxi Operator

World Biggest Hotel Operator

World Biggest Mall Operator

World Biggest Logistics Operator

The Next Gold Rush!

Growth DriversThriving Youth Population

Internet Speed and Penetration

GDP Growth

More Conducive Payment Ecosystem

Lack of Retail Access

70% of Southeast Asia population is under the age of 40 (vs 57% in China).

Internet speed expected to reach global average (23.3 mbps) with over 80% having access (vs 46% today).

Southeast Asia as a region has nominal GDP of ~USD 2.5 trillion (larger than India) growing at 5.3% over next 10 years.

Expected to accelerate access to financial system, from 0.7 acct/capita to +1 per capita.

Number of retail store per capita significantly lower than developed markets (1/3 of US)

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Last Mile Delivery

“The movement of goods from retailer’s transportation hub to final delivery destination - consumer homes.”

Why is It Important?

The last mile typically accounts for

75%-85%of total distribution costs.

Singapore Delivery

Singapore Delivery

Where We Should Be

1 hour or 2 hour options Available in 27 cities in US

“I found that in China there are over 600 districts and counties with same-day or next-day delivery options.”

Singapore Delivery

“Going forward, we need to place more emphasis on the power of technology and data, the power of integration, and the power of sharing.”

One Last Thing…

Hub and Spoke

Consolidation Distribution Fragmentation

Origin

Route

(Collect)

Route

(Delivery)

Destination

Spoke Spoke

Hub

Distributed Approach

OriginRoute

(Collect)

DestinationRoute

(Delivery)Courier

Thank You!