台灣強到世界震驚！Taiwan成為全球品牌發財新指標？好市多亞洲最賺門市竟在台中！晶華酒店World Gym賺到買下母公司！賓士保時捷名車賣太狂！總公司看代理鈔票數到手抽筋，搶回變直營！國際政經167

In the past five years, the company with the highest share price in the U.S. retail industry is neither Amazon nor Walmart It's actually Costco Its share price has risen more than twice in the past five years And in the past year Costco's profits have exceeded expectations for five consecutive seasons Will Costco's share price continue to grow? Will the U.S. retail stock market be hit by the shutdown? If you are interested, you can join our channel We usually have a lot of episodes talking about the retail industry Thank you, Diamond Mom Support Amy to join the 100 yuan small sponsor membership If you want to watch the exclusive video of Deep Research, you have to join the 300 yuan membership We also welcome Diamond Mom's strong support Don't join the app on your mobile phone, you will be drawn to the apple show Hello everyone, I'm Amy A while ago, there was a news that Taiwan listed company World Fitness They bought the U.S. parent company World Gin At that time, the news that Taiwan listed company bought parent company made everyone feel very interested In fact, the consumption of Taiwanese people is really amazing After many international brands came to Taiwan to set up shops They found that they could sell well So they chose to open a branch company in Taiwan As for me, everyone knows that I am a senior financial reporter In fact, once when Goldman Sachs gave them a lecture The speaker invited a banker who is the best at making money in the Asia-Pacific region He said that in the 1990s, Goldman Sachs was actually supported by Taiwan Because a lot of Taiwanese technology companies went to the United States to issue ADR For a long time, Goldman Sachs' investment banking department Their largest client in terms of revenue contribution is actually TSMC Okay, today we are going to talk about the history of Taiwan's business The story of all kinds of Taiwanese At the end of October, World Gin issued a statement They said they would spend $9 million to buy parent company World Gin International In one fell swoop, they won the right to own World Gin's brand In fact, World Gin is actually a fitness brand with a history of nearly 50 years Its first store was opened on the beach in Los Angeles, California And World Gin's most famous figure In fact, it was the Anu Schwarzenegger who won the highest honor of the seven world championships Yes, that Anu He later became the devil's terminator and the governor of California When you see this news Maybe your mind will be full of all kinds of question marks Why is Taiwan's World Gin buying the world's World Gin? So why do you have to spend $9 million to buy it? If we open World Gin's global distribution map Then everyone will see World Gin has the largest number of locations and the highest density It's not America, it's not Europe, it's not Australia, it's Taiwan According to World Gin's official website There are more than 200 World Gin gyms in the world There are 130 in Taiwan In other words, half of the World Gin gyms are in Taiwan In 2001, World Gin opened its first branch store in Taiwan It opened 21 stores in 10 years But then there was an explosive growth Within the second decade of Taiwan's World Gin It opened 118 stores The soul of the story is of course World Gin's chairman John Caraccio John Caraccio is amazing When he was in college He was studying Chinese at the University of California, USA He used to take Chinese class Hey, Americans have taken Chinese class Have you taken Chinese class? We don't have many people in Taiwan Have you taken Chinese class? It's really amazing After John Caraccio finished his Chinese course He went to Johns Hopkins, a prestigious university in the United States He studied at the Institute of Sino-American Relations After he graduated He didn't become an international relations expert He actually went to the financial industry as an analyst Because he married a Taiwanese wife So he used to be an analyst in Taiwan's public interest securities It's a really amazing life John Caraccio was just helping World Gin in Taiwan He didn't expect to do very well In his first year as World Gin's Taiwan general manager He actually made a fortune Then he made his career bigger and bigger Half of the world After John Caraccio did better He also wanted to expand overseas But if he went out with World Gin's brand He has to apply for US parent company approval for every new point It's too troublesome for him What should I do when I think it's troublesome? Just buy the parent company Anyway, half of World Gin's authorized funds are paid by Taiwan So Taiwan's World Fitness He performed the gorgeous acquisition case of Taiwan's parent company To buy the US World Gin directly It will become the global World Gin To pay all the money to Taiwan's World Gin Because now Taiwan's World Gin is the general company And John Caraccio and his plan To expand rapidly to the world at a speed of 30% to 50% every year Now an American brand Becomes a Taiwanese brand It's really a story of a regional president becoming a global president The case of Taiwan's counterattack to buy a world-class brand Of course, it's not just World Gin Another one A well-known case in Taiwan Turned around and bought a world-class brand It's Jinhua Hotel Jinhua Hotel in Zhongshan District, Taipei City In the past, it really occupied The list of the most luxurious top hotels in Taipei City We old Taipei people Should go to Jinyue, Xihua, Jinhua Of course, the hotel industry is now very competitive The whole Xinyi District is full of top hotels The competition is already very fierce But in the past, it was really the top of Jinhua Hotel The president of Jinhua Hotel, Pan Siyang He is really talented A businessman with a good business mind When I was working at the Business Weekly I like to watch Pan Siyang's interviews In 2010 Jinhua Hotel From the hands of the old American hotel group Carlson Bought the brand Region of Leijin Hotel This merger case Wrote down the first time in Taiwan's history Local hotel owners bought a world-class brand Originally, Jinhua Hotel in Taipei It's just a hotel under the Region As a result, they finally bought this brand At that time, Jinhua Hotel spent 56 million US dollars Bought Leijin's brand trademark and patent rights The merger case was really exciting The competitors of Jinhua Hotel are all world-class At that time, there were more than 20 hotel brands on the negotiating table Including the well-known Wanhao Hotel Marriott And luxurious hotel brands Oriental Culture, Mandarin Oriental, etc. In the end, Taipei Jinhua Hotel Successfully picked up big and small competitors Bought the Region brand In fact, Pennsylvania was able to do this big thing This is because of the original Region's parent company, Carlson Group After the financial crisis Encountered financial difficulties Because after the financial crisis International business trips quickly cooled down Business travelers can't afford such a good hotel on business trips Many well-earned Jinjimu hotels Became lost goods in an instant Especially there is a very famous Berlin Leijin Hotel in Germany It's really the biggest hotel in the hotel industry Because its location is relatively remote Business has become very miserable But they have to pay huge rent In 2001 This Berlin Leijin once fell Owned by the 4G Hotel Group The bankruptcy of the 4G Hotel Proposal It was also very shocking In 2010 Even Carlson Group couldn't hold on It's just right You see, one is the bankruptcy after the network bubble burst One is the financial crisis and can't hold on Taipei Jinhua Hotel wanted to buy the Region brand They also hope to expand overseas If you want to expand overseas You need to have an international brand To make the expansion more smooth At that time, the owner of Jinhua Hotel, Pan Seng Accepted the media interview He said they were going to move to Tokyo, New York But later Pan Seng didn't really make a big expansion Because the assets he took over Is a financial tsunami It still needs to be reorganized He once said He wants to run such a big hotel group He needs four teams Teams are needed in the United States, Europe, and Asia However, it is really difficult to manage such a large team across the country In the end, in 2018 51% of the Region's equity Was sold to Jinhua Hotel Group Pan Seng was happy to be a shareholder I have to say that he sold equity at a very good time Because we know that the global pandemic happened later So he should have sold to a high point In addition to Taiwan's down payment And the international brand There are also many foreign brands After they came to Taiwan They found that Taiwan is really a money-making capital So they are getting more and more tight And more and more stores are opening In fact, everyone loves to go to American supermarkets Costco They are also about to be scared by Taiwan Is Costco going to be called Costco or Costco This is something that Taiwanese businessmen can never stop But do you know how long this thing has been going on? In 1997 Costco opened the first store in Taiwan in Kaohsiung Costco-Costco dispute It has been going on for nearly 30 years Costco opened 14 stores all the way in Taiwan Costco opened 14 stores in Taiwan It's really heavy pressure on Taiwan Everyone, look In fact, Costco has a total of 33 stores in Japan But the population of Japan is 1.2 billion An average of 3.6 million people will open a store What about Costco in South Korea? They have 18 stores in South Korea We know that the population of South Korea is 50 million That's an average of 2.77 million people Ok, Japan has 3.6 million people South Korea has 2.77 million people Guess what's going on in Taiwan? 1.6 million people in Taiwan open a store South Korea needs 1 million more people to open a store Japan needs 2 million more people to open a store Yes, Taiwan is so crazy The reason why Costco is so heavy on Taiwan In fact, it is because Taiwan's consumption capacity is strong Consumers are very loyal And the profitability is very high Among the top 10 Costco in Asia Taiwan ranks fourth Including South Taichung Store North Taichung Store Taipei Inner Lake Store And Xinbei Zhonghe Store Especially the most profitable South Taichung Store in Taiwan It is also the No. 1 Costco in the world Oh, Taichung people, how much do you love Costco? These 14 Costco in Taiwan Their revenue in 2023 It is likely to be close to NT$1.5 billion Although it is not as crazy as 7-Eleven It earns NT$3,000 billion a year in Taiwan But such an income level of NT$1.5 billion a year This is more than 99.6 billion years of revenue of the convenience store And more than 50% You see, there are so many convenience stores 14 Costco can beat the whole family Wow, it's really terrible Taiwanese really love to buy Costco Costco can make so much money In fact, it is because the number of members in Taiwan is really very large Now the number of members in Taiwan is close to 4 million It's like you're on the road Every 5 to 6 Taiwanese You will meet a member of Costco Even if the density is so high The number of Costco members is still Showing a growth rate of double-digit percentage every year That is to say, its annual growth rate is more than 10% Not only does the number of new members grow so much In Taiwan, the number of Costco old members is also the No. 1 in Asia The number of Costco members in the world is already very high The average growth rate is 90.5% It can be even higher in Taiwan That is to say The new Costco members in Taiwan will almost all stay Wow, this is really amazing When you usually buy a lot of Costco Have you ever thought about looking at Costco's stock? In fact, we used to be in the membership video Think about the American retail industry In the past five years The company with the highest share price in the American retail industry Not Amazon Not Walmart In fact, it is Costco Its share price has risen more than twice in the past five years And in the past year Costco's profits have exceeded expectations for five consecutive seasons Will Costco's stock price continue to grow? Will the US retail stock market be affected by the shutdown? If you are interested, you can join our channel membership We usually have a lot of episodes talking about the retail industry There is also a super thing that Taiwanese love to buy Love to buy to the head office Beg Taiwanese agents Please, please let us directly enter Taiwan to open a branch company This kind of thing is imported car Our channel has made several videos in the past We are all talking about how Taiwan protects Yulong This company When buying a car Will be taxed by Costco Even if the imported car is so expensive Everyone still doesn't buy Yulong Everyone loves to buy imported cars Let's take a look at this one Taiwan car sales data in October this year The ratio of domestic cars and imported cars is almost 1 to 1 Taiwanese love to buy imported cars It's not really news Like one of our favorite imported cars in Taiwan The company Bingshi They were originally through the agent China Bingshi Selling in Taiwan since 1969 At first it was selling well But I didn't expect Bingshi to sell better and better in Taiwan Taiwan's economy is getting stronger and stronger The consumption of Asia's four dragons is super amazing In 1999 The average price of a series of Bingshi is about 2.3 million yuan With such a car price At that time, China Bingshi only sold one series Its annual turnover was close to 7 billion yuan Not to mention the C series, S series There are other special cars of Bingshi Such a good business Bingshi's parent company was scared So in 2001 Bingshi's head office Co-invested with Taiwan's largest agent China Bingshi The two sides established a new company called Taiwan Bingshi This is the current German Bingshi The branch company in Taiwan The next story Also happened to the top German car Porsche Porsche Its original Taiwan general agent is Taiwan Yongye Since the 1980s They started selling Porsche in Taiwan But Taiwanese people really love to buy Porsche Really too fierce Bought to the original factory of Porsche in Germany He took back the agency rights in 2018 They changed the factory With the original Taiwan general agent Yongye Everyone set up a Taiwan Porsche branch company together How easy is it to sell Porsche in Taiwan? In 2007 Porsche can only sell 200 units in Taiwan per year But in 2017 Porsche can sell nearly 3,500 units per year 17 times in 10 years In fact, the Taiwan market In 2014 and 2015 It has become the largest single country market in the Asia-Pacific region of Porsche In 2018 After Porsche's head office directly entered Taiwan and established a branch company Sales numbers continue to rise We just talked about 3,500 units sold per year in 2017 What about last year Taiwanese people have to buy 4,907 Porsche units per year There are so many similar stories The original factory found that Taiwan was super profitable Happy to come to Taiwan to open a branch company What about these car brands? There are also companies such as Audi, Mazda, Volkswagen, Jaguar, etc. It's not surprising that people start to think The next one that may appear is the most similar to the script Will it be Ferrari? Ferrari's CEO Benedito Vigna He was interviewed in April this year He said that the growth rate of the Chinese market is still not as good as that of Taiwan Taiwan's supercar sales have increased The growth rate has far exceeded that of China and Hong Kong We know that Ferrari and Maserati Their only agent in Taiwan Is a company called Taiwan Mondena Ferrari and Maserati Are also selling very well in Taiwan Sales have doubled in the past four years Next year, only Ferrari's single-seater brand May sell more than 100 million yuan in Taiwan Really, I live in Xinyi There are really a lot of Ferraris on the way out in the middle of the night What about China? Recently, due to China's economic downturn There is a shortage of goods Plus China's low-priced electric cars are the customs market So foreign brands are selling harder and harder Recently, there was a flagship BMW retailer in Beijing Beijing Xindebao Motor Company Crisis of bankruptcy Their employees have been delayed for several months And there are hundreds of car owners who can't get the money back In fact, there are really many Like our 7-11 It used to be the most densely populated country in the world Yahoo! was once famous all over the world Although it fell later But in Taiwan, it is a one-of-a-kind There are many, many big surprises If you still want to hear Leave a message to us Then we may make a new video next time Tell everyone The companies we talked about today In fact, we have talked about related investments in the membership videos before Like in this top chain hotel industry There are also very good investment labels Like I bought one of the company's stocks Really made a lot of money And like the retail industry We have also talked about several companies These companies are also in my investment group In this week's membership video We will talk about our team's recent research AI cloud financial industry If you are interested, you can join our channel Like our video Please remember to like us And remember to subscribe to the channel and turn on the notification bell See you next time Bye bye