Hot Rumor: SM's Henry Sy buying Globe Telecom?

[boybi]

galing talaga ni sir OB advance mag isip! nakabili agad ng barong anong deals nila sa barong sir? kamagong or narra? :peace:

May biyak ba sa likod?

[pop3corn]

Majority of the money don't all come from their department stores, it comes also comes from their shop rental business in their malls and his ownership of Banco de Oro and Chinabank. OB, I'm sure Henry Sy is having sleepless nights if you haven't bought anything from his business. What's a few thousands compared to the billions he makes each year...

i'm sure the Sy's are having sleepless nights if they knew how Walmart is losing so much in the states right now from online transactions

[Monseratto]

i'm sure the Sy's are having sleepless nights if they knew how Walmart is losing so much in the states right now from online transactions

Yeah as if the majority of Filipinos who live below the poverty line have actual access to the internet and credit cards...

where many of them sees going to Jollibee as a big treat...

OB comparing a industrialized country with the banana republic again...

I'm sure online transaction is causing havoc to SM's business model...

[uls]

i'm sure the Sy's are having sleepless nights if they knew how Walmart is losing so much in the states right now from online transactions

which local online shopping website is a threat to SM?

ayosdito? sulit? yung mga discount coupon sites?

sa States obvious Amazon is killing Best Buy. tawag nga sa Best Buy Amazon's showroom

eh dito? there arent that many online shoppers in the Phils.

there's no standardized payment system. no standardized delivery system. and not everyone has a credit card

di pa mature ang online shopping infrastructure dito compared sa US

meron pa nga meet-up transactions dito. ang primitive no?

madami nga independent sellers dito. individuals who operate home-based businesses na nagpopost sa sulit and ayosdito. those are hardly a threat to retailers like SM, Puregold etc

online shopping? malayo pa ang Pinas dude

[shadow]

Maybe what OB is saying is since online shopping is still at infancy here, malaki potential na lumaki so SM is now looking in the future for them to better prepare or join the fray

[Monseratto]

Maybe what OB is saying is since online shopping is still at infancy here, malaki potential na lumaki so SM is now looking in the future for them to better prepare or join the fray

Then SM shouldn't be worrying as OB suggest since they already have the right ingredients to practically corner the online shopping market.

[uls]

so all SM has to do is create its own online shopping business

advantage of SM is they already have the physical assets

yung sinasabi ni OB hard disk lang kailangan? as if

if you're gonna be a big online shopping site you need big distribution centers

like this (Amazon):





as if kahit sino meron puhunan gumawa ng Amazon equivalent dito sa Pinas

if there's a company with the resources to do that it's SM

they got the real estate

they got the goods

if people stop going to SM's dept stores and supermarkets/hypermarts SM can convert those to distribution centers

and knowing SM's style, they'll probably acquire a courier company (LBC or JRS) for logistics

and they already own the payment infrastructure -- BDO

[boybi]

Tama naman si OB. Harddisk lang kelangan. If may mag order sa kanya online, i-order nya rin sa amazon No need for big warehouses.

[uls]

Tama naman si OB. Harddisk lang kelangan. If may mag order sa kanya online, i-order nya rin sa amazon No need for big warehouses.

haha

pero abono niya muna

charge sa credit card niya

tapos hintay more than a month bago ma-receive ng customers ang binili nila

kasi pupunuin pa ang mga balikbayan box sa bahay ng US relative niya then ipapadala dito

haha

[uls]

tapos nag check mga customer ng presyo sa Amazon... langhiya laki ng patong ni OB

di na bumili uli kay OB

haha