consumer to business examples的八卦，Yahoo名人娛樂都在討論

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Continue ReadingGet to know Yandex, a company that ruled the world online in Russia / by investing man.
Nowadays most people are familiar with using online platforms.
To meet everyday needs.

We searched for information from Google
We order products from Amazon
We called a car and ordered food via Uber, Grab
We follow videos on YouTube
We listen to favorite songs on Spotify

But believe it or not, people can use these services through a single ′′ Yandex ′′ company.

What business does this company do? Why do they rule Russian over other famous platforms?
Investing man will tell you about it.
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Yandex is Russia's biggest tech company
Founded in 1997 or 23 years ago by a businessman named Arkady Volozh

Yandex stands for Yet Another Indexer
Because the first business of the company is to make a search website.

In the global Search Engine market, Google is undoubtedly leading up to 92 % while Yandex has 5 % user with a 0.5 % share.

But within the Russian country
Yandex can rule the market share at 58 % to be regarded as Russian Google.

However, this is only part of the Yandex Kingdom because of 70 different types of internet-related businesses.

Let's see some interesting examples.

Yandex. Direct Online Advertising Business is like Google Ads. 61 % Russian market share.

Yandex. Market platform to buy products online like Amazon. Currently, there are 19 million users per month.

Yandex. Taxi platform called Uber, but embraced 60 % of domestic users until the end of 2018, Uber competitors have to sell Russian affairs for 36.6 % of Yandex's shareholders. Taxi instead.

Yandex. Eats food delivery service and Yandex Lavka, the new generation's popular grocery delivery service.
Resulting in quarter 1 2020 Transport business group grew 49 % compared to the same period last year.

Yandex. Music platform listening online like Spotify and Yandex. Video platform. Video watching online. Like YouTube. Latest. Total members of 4.3 million accounts.

There are also many other businesses like
Yandex. Flight Platform to book airfare
Yandex. Messenger Chat Apps
Yandex. Disk storage services on cloud
Yandex. Money Payment System and Online Banking
Alisa Smart Assistant like Amazon Alexa

Even during the COVID-19 incident Russia was one of the severe outbreak centers, the company developed a free virus detection kit to the public.

By the proportion of the company's income every 100 baht.
64 baht from advertisement fee
24 baht from car and delivery business.
12 baht from other businesses such as subscription fee, entertainment media.

If you ask what is the reason Yandex has succeeded in occupying online space?
The answer should be not hesitating to grab opportunities in hand.

The company's strategy is to analyze which businesses have potential and foreigners are starting to market. But it doesn't meet local people. Yandex will compete with simple service models and consistent with consumer behavior.

Because the company has a great advantage that it can design platforms to support the usage of Russian language properly and more accurately.

Improving Yandex's performance continuously following the development of internet technology.

But it's undeniable that the weakness of rubble currency from Russia's case of economic sanctions since mid 2014's after Ukraine Crimea land annexation to be part of itself. Assembled with the Expanding businesses, affecting fairly corporate profits.

Year 2013 (1 rubles equals 1.01 baht)
Income 39,900 million baht
Profit of 13,600 million baht.

Year 2017 (1 rubles equals 0.55 baht)
Income 52,000 million baht
Profit of 4,800 million baht.

Year 2018 (1 rubles equals 0.47 baht)
Income 60,000 million baht
Profit of 20,800 million baht.
This year, there is extra profit from separating Yandex business. Market venture out with another company

Year 2019 (1 rubles equals 0.49 baht)
Income 86,000 million baht
Profit of 5,500 million baht.

Yandex is listed on the NASDAQ stock exchange in the USA. Now it's worth 420,000 million baht.

And it is evaluated that Mr Arkady Volozh, who is founder and CEO has private property up to 42,000 million baht.

However, sometimes business-related to a lot of data is often troubled because government concerns about the security of important data that could slip into the hands of dissent countries.

Yandex was recently ordered to restructure the company without a single shareholder over 10 % and limit total expat shareholders to 50 %

Yandex story makes us know
In many countries, strong foreign brands often scare local business owners and dare to do anything.
But really, what those companies can fight with us is understanding the unique characteristics of domestic consumers.

So if you keep opening the door to opportunities.
At the end we may succeed.
Like the case of Yandex that has become everything in Russian life..
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References
-https://en.m.wikipedia.org/wiki/Yandex
-https://www.wired.co.uk/article/russias-search-engineer
-https://www.oberlo.com/statistics/search-engine-market-share
-https://yandex.com/support/all-services/
-https://www.statista.com/statistics/225701/revenue-of-yandex-since-2007/
-https://www.statista.com/statistics/225709/net-income-of-yandex/
-https://ir.yandex/news-releases/news-release-details/yandex-announces-first-quarter-2020-financial-results
-https://ir.yandex/news-releases/news-release-details/yandex-announces-fourth-quarter-and-full-year-2018-financial
-https://www.reuters.com/article/us-yandex-fund-law/russias-yandex-gets-green-light-from-putin-over-new-governance-structure-idUSKBN1Y10WS
-https://en.m.wikipedia.org/wiki/Arkady_VolozhTranslated

剛好看到楊斯棓醫師的臉書。過去與許多在台投資的商會朋友，特別是受薪員工常聊到，很多在台工作的專業人員，例如高科技、資安產業的朋友，儘管薪資高，但是在台灣的所得級距，常常就會到40%的級距。

但台灣各大企業繳的稅卻又低又少「不僅是亞洲四小龍中最低，只佔ＧＤＰ的二．七％，也比中國的三．六％低，更不到香港的一半。」（天下雜誌-企業好大稅好低）

我們都歡迎大筆投資進來台灣，不管是工廠、設備、土地，但是所有投資裡頭，最能夠發揮綜合效益的，就是人才資源。

然而這些專業人士，不管本籍外籍，所得來源通常不來自被動式收入，不來自租金、有價證卷等其他資本孳息等收入。（巴菲特曾說，他繳的稅率比清潔工低）

而這些專業人士，通常也更會將他們的薪資收入，更大比例重新在一般「消費市場」，而非「資本市場」消費。

他們會花費在下一代的教育，他們生活周遭的市場、餐廳、
遊樂設施，而這些消費也會有正面的效應，回到一般民眾。一層一層下去，對整體經濟更會有正面的影響。

台灣接下來面對的挑戰，更需要一群來自海內外的所有專業人才一起打拼，讓簇新的思想以及判斷事物的不同原則一起激盪，從移民法規、稅制，我們都可以破除所有前例，就算會經歷一些辯論、陣痛。

或許除了專注於貨物、商品流通，我們更該注重國家發展最重要的主軸：人。

In the past, I often talked to many friends in business associations investing in Taiwan, especially their salaried employees. Many professionals working in Taiwan, such as high-tech and security industry friends, despite the relatively high salary have an income gap in Taiwan that often reaches the 40% level compared to other markets.

However, the taxes paid by Taiwan’s major enterprises are low. "Not only is it the lowest among the four Asian dragons, it only accounts for 2.7% of GDP, it is also lower than China’s 3.6%, and it is less than half of Hong Kong." World Magazine-Enterprises have great taxes and low taxes)

We all welcome large investments in Taiwan, whether it is factories, equipment, or land, but among all the investments, the most comprehensive benefit is human resources.

However, these professionals, regardless of their foreign nationality, usually do not derive their income from passive income, nor from income such as rent and other certificates such as securities. (Buffett once said that he pays a lower tax rate than cleaners)

And these professionals usually also reinvest their salary income in a larger proportion in the general "consumer market" rather than the "capital market".

They will spend their education on the next generation, the markets, restaurants,
Amusement facilities, and these consumptions will also have a positive effect, returning to the general public. Layer by layer these have a positive impact on the overall economy.

Taiwan’s next challenge will require a group of professionals from all over the world to work together to stir up new ideas and different principles for evaluating things. From immigration laws and tax systems, we can all break all the previous examples, even if we will experience some debates and pain points.

Perhaps in addition to focusing on the circulation of goods and commodities, we should pay more attention to the most important main pillar of national development: people.

【經濟學人簡單學】 在感情上你是 Netflix and Chill 派還是 Hulu and commitment 派呢？

最新一期的經濟學人專題討論了在影音串流平台如Netflix、Disney、HBO、Hulu 的「戰國時代」，投資者不斷挹入資金、巨頭們不斷出新招想要獨佔鰲頭的背景下，也有哪一些風險需要注意。

在美國的歷史上，有歷經幾次投資潮，像是 1860 年代的鐵路建設潮 (the railways in the 1860s)、1940年代的底特律汽車工業投資潮 (Detroit's car industry in the 1940s) 等等。而如今，娛樂產業 (the entertainment industry) 成了另外一項可能讓人「發大財」的源頭。

就在過去的五年間，光娛樂產業就花了至少6500 億美元在收購與製作節目。而這樣的狂潮 (binge)，普遍被認為是過去20年創新型破壞所累積出的結果。

In total the entertainment business has spent at least $650bn on acquisitions and programming in the past five years. This binge is the culmination of 20 years of creative destruction.

目前在影音串流媒體市場的競爭市場的玩家包含了 Netflix、Disney、AT&T Time Warner、Comcast 和其他小型的公司。另外儘管他們整體的市場佔有率更不高，但有三個科技公司也相當活躍，分別是 Youtube、Amazon、以及Apple。

The contenders include Netflix, Disney, AT&T Time Warner, Comcast, and smaller upstarts. Three tech firms are active, too-\-\Youtube (owned by Alphabet), Amazon, and Apple, although their collective market share is still small.

也因為這樣的激烈競爭 (fierce competition)，消費者成了最大的受益者，有個更多更好的選擇，可以更便宜地享受串流媒體的服務（基本上都低於一個月15美元)。像在去年，串流媒體製作了496個節目 / 電影，已經是2010年的兩倍。而製作的品質也一直在提升，這從串流媒體製作的節目、電影所得到的提名數以及情節的多樣性發展中，都可以看到。

Consumers have more to choose from at lower prices and can pick from a variety of streaming services that cost less than $15 each. Last year 496 new shows were made, double the number in 2010. Quality has also risen, judged by the crop of Oscar and Emmy nominations for streamed shows and by the rising diversity of storytelling.

雖說還是會有人擔心一味地討好消費者，最終會以悲劇作結。美國歷史上就有兩個血淋淋的例子。當今以服務品質差且價格高的寡頭壟斷電信產業及航空業，就是在 1990 年代歷經激烈競爭後因資金緊張，最終歷經合併後所導致的結果。

History offers two dispiriting examples of how a consumer-friendly boom can turn into a stitch-up. Telecoms and airlines in America saw a riot of competition in the 1990s only to become financially-stretched and then reconsolidated into oligopolies that are known today for poor service and high prices.

但對於我們來說，似乎不用想那麼多。我還是打開Netflix，繼續 binge watch 我的 How to get away with murder!

【字彙補充】
1️⃣ streaming service [C] 影音串流平台 (可數)

2️⃣ 當人家說要 Netflix and chill 時，通常不是只是「蓋棉被純聊天」，看看電影聊聊天而已，通常帶有性暗示。同時也有 Hulu (另外一個串流平台) and commitment 的有趣用法，相較於 Netflix and chill 認真許多，是在找穩定的另外一半。

Nick: Wanna Netflix and chill?

Rene: I'm looking for something more serious. I want Hulu and commitment.