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S.e. asia aggregators presentation 2018.10
- 1. AGGREGATORS MARKET ANALYSIS S.E. ASIA Market Opportunity Sandeep Kumar October 2018
- 2. Service Partners Customers DATA Providers Business Model Ecosystem Revenue Model CPA CPC DATA A customer enters their information once and obtains multiple quotes for the same product. Industry Vertical Travel BFSI Telco/Util Goods AGGREGATORS Business Model | Ecosystem
- 3. Macro Overview 5.2%GDP Growth 2018 - 2025 Average Rising Middle Class $2tn + GDP 6-8% yoy 650m 18’ 700m 30’ 300m+ MAC Ave Age 29y 53% Urban 195 Internet Users 58% Connected SOUTH EAST ASIA Market Opportunity Consumption
- 4. Loans Credit Cards METHODOLOGY TAM | SAM | SOM SOM TAC SAM TAM TAC TAM SAM SOM
- 5. S.E. ASIA NOW S.E. ASIA | 2018 TAM | SAM | SOM TAC 325m TAM 8bn SAM User 82m $2bn SOM User 800k $20m TAC 65m TAM $1.6bn SAM User 26m $650m SOM User 260k $6.5m S.E. ASIA PERSONAL LOANS MARKET S.E. ASIA CREDIT CARDS
- 6. S.E Asia Personal Loans Potential S.E ASIA 2025 | 2030 TAM | SAM | SOM TAC 475m TAM $14bn SAM User 157m $4.7bn SOM User 7.8m $235m TAC 525m TAM $18bn SAM User 262m $9bn SOM User 26m $920m 2025 2030
- 7. S.E Asia Credit Card Potential S.E ASIA 2025 | 2030 TAM | SAM | SOM TAC 170m TAM $5.1bn SAM User 85m $2.6bn SOM User 4.2m $128m TAC 210m TAM $7.3bn SAM User 158m $5.5bn SOM User 16m $550m 2025 2030
- 8. Rising Middle Class $1tn GDP 5.2% + MAC 1/3 1/2 260m 18’ 300m 30’ 28y Ave Age 8% yoy 56% 130m Internet Users 50% INDONESIA | MACRO Rising Tiger Macro Overview Consumption
- 9. INDONESIA NOW INDONESIA 2018 TAM | SAM | SOM TAC 104m TAM $2.6bn SAM User 20m $520m SOM User 78k $1.8m TAC 13m TAM $325bn SAM User 4,6m $113m SOM User 46k $1.1m PERSONAL LOANS MARKET CREDIT CARDS
- 10. INDONESIA Personal Loans Potential INDONESIA 2025 | 2030 TAM | SAM | SOM TAC 475m TAM $14bn SAM User 157m $4.7bn SOM User 7.8m $235m TAC 525m TAM $18bn SAM User 262m $9bn SOM User 26m $920m 2025 2030
- 11. INDONESIA Credit Card Potential INDONESIA 2025 | 2030 TAM | SAM | SOM TAC 42m TAM $1.2bn SAM User 21m $630m SOM User 1m $31m TAC 75m TAM $2.6bn SAM User 45m $1.6bn SOM User 4.5m $157m 2025 2030
- 12. CATALYSTS FAST TRACK Growing MAC Alt. FinS.E. ASIA INDO Digital Shift No Branch Banking i.e. Janius Shariah Finance Increase in no. of Suppliers (P2P, Micro) Increase Cashless Profitable Banking Sector NIM Relaxed Regulation + Credit Bureau Consumption Economy
- 14. Digital payment ecosystems WHY NOW S.E. ASIA NEW ENTRANTS High Consumption $2.9tn > $5tn Search before buy Digitalization Increasing MAC Differentiated Value Prop Tighter Market Segmentation (Harnessing Data) Compelling Digital Offering Potential Synergies Know How Industry Verticals Telco. UTIL. Ins. $5tn BFSI $200bn E.com Strong
- 17. S.E. ASIA PERSONAL LOANS MARKET S.E ASIA Credit Cards Market Appendix | MARKET ANALYSIS Simplified I S.E. ASIA
- 18. INDONESIA PERSONAL LOANS MARKET INDONESIA Credit Cards Market Appendix | MARKET ANALYSIS Simplified | Indonesia
- 19. Market Size Potential in Numbers Personal Loans & Credit Cards Appendix | Findings Indonesia| Overview TAM | SAM | SOM
- 20. Appendix | Findings | S.E ASIA TAM | SAM | SOM
- 21. APPENDIX CALCS
- 22. APPENDIX CALCS
- 23. C88 50m Cekaja 21m (Indo) GoBear 29m (16m 2016, 29m 2017) SANITY CHECK Competition Penetration Compare Asia 29m 77m Credit Cards in Circulation
- 24. LTV | SALES
- 26. APPENDIX Indonesia is home to some of the most profitable and fastest growing banks in the world, with industry average NIMs of 5.7%2 and CAGR loan growth of 15%2 between 2011 and 2016. Bank Central Asia (“BCA”) became the most valuable bank in ASEAN by market capitalization in May 20173, and Bank Rakyat Indonesia (“BRI”) had the highest Return on Capital (“ROC”) (49.46%) and Return on Assets (“ROA”) (4.46%) of any major bank in ASEAN in 20154.
- 27. Indonesia