Credit Suisse also expects more competition from domestic rivals like Tencent, Sohu, Taobao and Alibaba.
The combined resources of Rakuten and Baidu should prove to be a stiff test for Taobao.
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Taobao has grown to over 300 million registered users and commands a 90 percent market share.
One executive told me to watch for a Tmall spin-out soon from the rest of Taobao.
This can happen if Taobao and Alipay IPO and that can happen if the Yahoo!
In 2004, one could easily feel the heat of fierce competition between eBay EachNet and Taobao.
At present, Taobao.com, a subsidiary of the internet giant Alibaba, dominates China?s online marketplace .
Later we thought TaoBao was better than AliMama, so we'll keep AliMama for future use.
That only leaves their private investment in Alibaba Group (primarily consisting of Taobao and Alipay).
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One executive told me about the power Ma holds with such great traffic to Taobao and Tmall.
According to a Morgan Stanley report, Taobao was more customer focused and user friendly than eBay EachNet.
Unlike eBay EachNet, which charged its sellers for listing and transaction fees, Taobao was free to use.
One is, I give the target for TaoBao, is one minute create one million jobs for China.
For a frustrated businessman in Beijing, however, Taobao offered a window into another kind of market: capital.
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This represents a take rate 13.5x larger take rate than what Taobao gets on the consumer-to-consumer business.
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Taobao expects to double the value of transactions done through its website to 400 billion yuan this year.
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In order to push this model, Taobao waived all listing and transaction fees, making money just from advertising.
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It was clear that Taobao had an upper hand against its global counterpart because it really understood Chinese customers.
So that's why people cannot understand why TaoBao fighting with Ebay this way!
As I said, Taobao is estimated to have an 80% market share at the moment of the consumer-to-consumer market.
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Many items sold through Tmall generate a much higher take rate for Taobao.
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With Tmall just recently launched, Taobao could grow massively in the coming years.
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Alibaba, which operates online shopping sites Taobao and Tmall, is by far the biggest competitor in China's growing e-commerce market.
While most people in the West had never heard of Taobao, its name was heard loud and strong in China.
It has expanded in consumer e-commerce with its Taobao and Tmall platforms, which are among the world's busiest online outlets.
The company operates online platforms Alibaba.com, Taobao and Tmall, which connect small sellers and major companies with consumers and business partners.
Taobao, a unit of Alibaba Group, announced on Tuesday that it was beta testing a shopping search engine called Etao.
Alibaba does not how much Taobao contributes to the top line, but Taobao is the main retail brand of Alibaba Group.
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Given how intertwined Alipay and Taobao are, and given that we assign significant value to it, is that relationship at risk?
The largest B2C online shopping site, Taobao, has reached a record high gross merchandise volume (GMV) of 1, 000 billion RMB year-to-date.
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