Tuesday, November 3, 2009
An Internationall Corporation May Beat MSN, Yahoo, etc.
Do you think that Microsoft and Yahoo both don't have the brilliant minds to take part in the competitions in the Internet market? Internet needs more young corporations to build the brighter future. Microsoft is good at software but bad at Internet, MSN department can only use advertisements to earn money. Yahoo is a wonderful beginning of modern Internet, but now it is facing a crisis. How about the next generation of Internet?
Some newer corporations like Facebook, MySpace, Digg are recommended to invest by Internet analysts, and they got a lot of investments from Venture-Capital. But all of them either use traditional way to earn money or do not have any idea to earn money, do you think they worth their market capitalization? So invest them is quite dangerous, their P/E may be too high for investors. But there are some corporations use special ways to earn money. One of them is one of the biggest Internet corporations in China, and today I want to introduce it to you. That is "Tencent"!
You Cannot Imagine How Can it Earn so Much Money!
You may not know Tencent, but you should have heard QQ before, in QQ International version, you nearly cannot find any advertisements(Not the Chinese Version, it includes a few advertisements). Even in the applications like QQMail, QQBar, QQGame, QQBookmark, QQNetdisk, you cannot find any advertisements! But according to the the 2008 Third Quarter Results of Tencent, you can know total revenues of Tencent in this quarter were US$296.9m, and revenues from IVAS(Internet Value-added Services) were US$205.4m,r evenues from Mobile and telecommunications value-added services (MVAS) were US$54.6m, however, revenues from online advertising were only US$36.5m!
It is quite different from other Internet corporations, it is really hard to find the Internet corporation which is very strong and powerful without a lot of advertisements revenues. You can find that the main revenues come from IVAS, do you know how powerful the IVAS is? In China, there are total 300 million Internet users and 800 million QQ IDs, and more than 1 million users are using QQ IVAS, the percentage is really small, only 0.33%(normal value), but every all of the IVAS users need to pay RMB 10-50 per month, then it becomes a really big number, and quite near the IVAS revenues. Remember, only 0.33% of total users have paid.
Features of Tencent's Products
1. QQ - Main product and the best IM in China
Do you know that QQ has beaten MSN in China, grabbing more than 90% market share in IM. According to the 2008 Third Quarter Results of Tencent, total registered IM user accounts increased to 856.2 million, active IM user accounts(monthly) increased 3.9% QoQ to 355.1 million and peak simultaneous online user accounts for IM services recorded 45.3 million.
QQ used to be a imitation of ICQ, but it changed a lot in past 8 years, the main functions are: Contacts, Talk, File Transfer, Remote Help, Groups. Some advance functions are: Save the Message History online, Transfer your files when the contact is offline, Capture the screen and send, and also some functions for enterprise.
Now, QQ is becoming the best way for everyone to study Chinese, and I think there will be more and more users use English to communicate with contacts via QQ. The reason is QQ is internationalizing, and Tencent released the official website of QQ recently, that is I'M QQ(http://www.imqq.com/). You can download the English Version of QQ and start your journey at registering a QQ ID.
There is something I forgot to tell you, QQ can run in nealy all operating systems, it supports Windows(2000 or newer), Mac OS X, Linux with X-Window Graphic Mode, and also perfect for the operating systems for Loongson CPU.
2. QQMail - Full functions without ads
Which E-Mail service do you prefer? GMail? Yahoo! Mail? or Hotmail? Of course, Yahoo! Mail and Hotmail should not be the best choice because they have no POP3/IMAP/SMTP services for free, and both of them have the footer advertisements. But GMail is quite different, it only shows the advertisements when you are reading a mail, and GMail includes full client functions like POP3/IMAP/SMTP. But I think QQMail is even better, because it not only includes full client functions, but also includes some useful applications like Online Storage, Notepad, RSS Feed Reader and Mail List. You can even find that there is exactly no ads in QQMail, anywhere, very clean.
The domain is quite wonderful too, it is @qq.com, a very cute domain, and you can use your QQ ID as the username or use your own username. There are some problems about QQMail too, that is the speed problems, QQMail don't have any oversea server at the moment, but Tencent is doing with that.
3. QQGroups/QQBar/QQCommunity
These three are different products, but the cores are the same - "dealing with people", MSN also have the function like QQGroups, but it is quite different in QQ, Group File Sharing, Group Audio/Video Meeting and Group Club are great ideas in QQ. Only the VIPs or Very Active Users can create QQGroups.(Can you see the power of IVAS now?)
QQBar is just a online dymanic forum. Everyone can create a forum with a special name, like "NBA Bar", "IT Bar", "Facebook Bar" or any name you like. People can discuss in bars, that is really helpful for followers. That is dividing people into different bars.
In QQCommunity, you can also get great feelings by dealing with people, it is nearly the true community, that can help you to solve problems or get better life.
Unfortunately, QQBar and QQCommunity can only be in Chinese at the moment, we can only hope Tencent release the International Version one day.
The things above are all the features of Tencent's Products that I can tell you. Also, you can find out more about them.
Conclusion
Do you think that this post is really like a investment report? I think so, I really suggest you to consider about investing Tencent(Trade Code 0700 in SEHK), because it is internationalizing! I hope Tencent can successfully provide all services in English. And the first step of Tencent is release official website in English and the English Version of QQ and QQMail.
If Tencent can finish internationalization successfully, I think Tencent can beat MSN and Yahoo in the future!
Do you know that QQ has beaten MSN in China, grabbing more than 90% market share in IM. According to the 2008 Third Quarter Results of Tencent, total registered IM user accounts increased to 856.2 million, active IM user accounts(monthly) increased 3.9% QoQ to 355.1 million and peak simultaneous online user accounts for IM services recorded 45.3 million.
QQ used to be a imitation of ICQ, but it changed a lot in past 8 years, the main functions are: Contacts, Talk, File Transfer, Remote Help, Groups. Some advance functions are: Save the Message History online, Transfer your files when the contact is offline, Capture the screen and send, and also some functions for enterprise.
Now, QQ is becoming the best way for everyone to study Chinese, and I think there will be more and more users use English to communicate with contacts via QQ. The reason is QQ is internationalizing, and Tencent released the official website of QQ recently, that is I'M QQ(http://www.imqq.com/). You can download the English Version of QQ and start your journey at registering a QQ ID.
There is something I forgot to tell you, QQ can run in nealy all operating systems, it supports Windows(2000 or newer), Mac OS X, Linux with X-Window Graphic Mode, and also perfect for the operating systems for Loongson CPU.
2. QQMail - Full functions without ads
Which E-Mail service do you prefer? GMail? Yahoo! Mail? or Hotmail? Of course, Yahoo! Mail and Hotmail should not be the best choice because they have no POP3/IMAP/SMTP services for free, and both of them have the footer advertisements. But GMail is quite different, it only shows the advertisements when you are reading a mail, and GMail includes full client functions like POP3/IMAP/SMTP. But I think QQMail is even better, because it not only includes full client functions, but also includes some useful applications like Online Storage, Notepad, RSS Feed Reader and Mail List. You can even find that there is exactly no ads in QQMail, anywhere, very clean.
The domain is quite wonderful too, it is @qq.com, a very cute domain, and you can use your QQ ID as the username or use your own username. There are some problems about QQMail too, that is the speed problems, QQMail don't have any oversea server at the moment, but Tencent is doing with that.
3. QQGroups/QQBar/QQCommunity
These three are different products, but the cores are the same - "dealing with people", MSN also have the function like QQGroups, but it is quite different in QQ, Group File Sharing, Group Audio/Video Meeting and Group Club are great ideas in QQ. Only the VIPs or Very Active Users can create QQGroups.(Can you see the power of IVAS now?)
QQBar is just a online dymanic forum. Everyone can create a forum with a special name, like "NBA Bar", "IT Bar", "Facebook Bar" or any name you like. People can discuss in bars, that is really helpful for followers. That is dividing people into different bars.
In QQCommunity, you can also get great feelings by dealing with people, it is nearly the true community, that can help you to solve problems or get better life.
Unfortunately, QQBar and QQCommunity can only be in Chinese at the moment, we can only hope Tencent release the International Version one day.
The things above are all the features of Tencent's Products that I can tell you. Also, you can find out more about them.
Conclusion
Do you think that this post is really like a investment report? I think so, I really suggest you to consider about investing Tencent(Trade Code 0700 in SEHK), because it is internationalizing! I hope Tencent can successfully provide all services in English. And the first step of Tencent is release official website in English and the English Version of QQ and QQMail.
If Tencent can finish internationalization successfully, I think Tencent can beat MSN and Yahoo in the future!
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