Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (22)

In this class, I talk about the crazy collision of Ctrip, Meituan and Alibaba in services in China, particularly in hotels.

You can listen here or at iTunes and Himalaya.

How do Ctrip and Meituan compare in the following aspects?

1. Bundling of services
2. The Assets of a Marketplace Platform: Users, Activity and Data
3. Network Effect
4. Switching Costs

This is part of Learning Goals: Level 3, with a focus on:

• #16 Basics of Ctrip, Meituan and Marketplace Platforms for Services

Concepts for this class:

• Digital Platforms: Marketplaces for Products and Services
• Bundling and Cross-Selling
• Network Effects
• Switching Costs

Companies for this class:

• Ctrip
• Meituan
• Alibaba Fliggy

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I write and speak about digital China and Asia’s latest tech trends.

I also run Jeff’s Asia Tech Class, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research. 

www.jefftowson.com

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