After building a 'digital layer' (Jio<\/a> Platforms) on top of the existing 'physical layer' of retail shops, Reliance Industries<\/a> would over the next four years focus on adding a third 'layer of commerce' and monetize the existing investments, BofA Securities<\/a> said. 在构建“数字层”(Jio平台)上现有的物理层的零售商店,信实工业公司将在未来四年专注于增加第三层商业,从现有的投资,美国银行证券说。
RIL is also looking to leverage the users' digital footprint and earn incremental revenues from digital ads, digital lending and even engagements like play along with IPL, KBC, etc, it said in a report.
Over the next 3-5 years, RIL is expected to have 500 million mobile users, offer broadband services to 20-25 million households, and cater to 12-15 million small businesses.
\"In the last 4 years, with Jio, RIL has been able to build a 'digital layer' on top of the existing 'physical layer' of retail shops across electronics, grocery, and apparel as well as depth and width of India.
\"We believe the next four years, RIL's focus would be to add a third 'layer of commerce' and monetize the existing investments across different formats,\" the brokerage said.
Jio has 388 million subscribers at the end of FY20. Reliance has tied up with WhatsApp to deliver grocery items from local Kirana stores to customers.
Like Amazon, Alibaba, and Tencent, RIL has the potential to create shareholder value to retain its customers, BofA Securities believes.
\"RIL's approach of owning the 'pipe' as well as the 'services' offered on the pipe should help it keep the subscriber base captive and apart from the core telco and retail offerings, the company could also offer other services,\" it said.
For instance, entertainment offerings would help RIL improve stickiness. Jio may not fully monetize this but would keep users captive to cross-sell other offerings.
RIL is also focusing on leveraging tech to offer ed-tech, health-tech, agri-tech services.
\"We also believe gaming will pick-up in India as the country has young population mix,\" it said.
An omnichannel approach on commerce would help RIL sell its grocery, apparel, and electronics items to a wider audience base.
\"By working with the kiranas, RIL would likely increase its B2B sales as well,\" BofA said.
Stating that potential stake sale at the retail business will be a catalyst, it said Reliance Retail may follow the Jio Platforms model, onboarding multiple investors by selling stakes in the firm.
RIL has reportedly offered all 13 investors of Jio Platforms (including Facebook<\/a>, Google<\/a> etc) the option to invest in its retail unit.<\/p><\/body>","next_sibling":[{"msid":77976777,"title":"Orange launches 5G network in five Spanish cities","entity_type":"ARTICLE","link":"\/news\/orange-launches-5g-network-in-five-spanish-cities\/77976777","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"77976671","title":"Mukesh-Ambani-","entity_type":"IMAGES","seopath":"tech\/internet\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce\/mukesh-ambani-","category_name":"BofA Securities is betting on Reliance Industries 'layer of commerce'","synopsis":false,"thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-429099\/77976671.cms?width=150&height=112","link":"\/image\/tech\/internet\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce\/mukesh-ambani-\/77976671"}],"msid":77976894,"entity_type":"ARTICLE","title":"BofA Securities is betting on Reliance Industries 'layer of commerce'","synopsis":"Over the next 3-5 years, RIL is expected to have 500 million mobile users, offer broadband services to 20-25 million households, and cater to 12-15 million small businesses. ","titleseo":"telecomnews\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":299,"shares":0,"engagementtimems":867000},"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2020-09-07 15:55:31","lastupd":"2020-09-07 15:56:14","breadcrumbTags":["reliance industries","Alibaba Group","Jio","Mukesh Ambani","BofA Securities","amazon video","facebook","google","Industry"],"secinfo":{"seolocation":"telecomnews\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2020-09-07" data-index="article_1">
瑞来斯也想要利用用户的数字足迹和收入增量收入数字广告,数字贷款甚至活动参与IPL, KBC,等,它在一份报告中表示。
预计未来3 - 5年,瑞来斯有5亿手机用户,提供20 - 25百万家庭宽带服务,迎合12 - 15百万小企业。
“我们相信,未来四年,瑞来斯的重点将是添加一个第三层商业和赚钱的现有投资不同格式,“经纪说。
Jio FY20年底有3.88亿用户。依赖与WhatsApp提供杂货从当地商店拉客户。
像亚马逊,阿里巴巴和腾讯,瑞来斯有潜力创造股东价值保持其客户,美银证券认为。
“瑞来斯的方法拥有“管”以及“服务”提供的管道应该帮助它保持用户基础的俘虏,除了核心电信和零售产品,该公司还可以提供其他服务,”它说。
例如,娱乐产品将有助于瑞来斯改善粘性。Jio可能没有完全货币化,但保持用户被交叉销售其他产品。
瑞来斯也专注于利用科技提供ed-tech健康技术员,主要服务。
“我们也相信游戏会上升在印度这个国家年轻人口,”它说。
omnichannel方法在商务将有助于瑞来斯出售食品,服装,电子产品更广泛的受众基础。
“通过使用基,瑞来斯可能会增加其B2B销售,”美国银行说。
指出潜在的股权出售零售业务将是一个催化剂,它表示,信实零售可能遵循Jio平台模型,多个投资者出售股份公司新员工培训。
瑞来斯据说Jio平台所有13个投资者(包括提供脸谱网,谷歌等)选择投资于其零售部门。
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After building a 'digital layer' (Jio<\/a> Platforms) on top of the existing 'physical layer' of retail shops, Reliance Industries<\/a> would over the next four years focus on adding a third 'layer of commerce' and monetize the existing investments, BofA Securities<\/a> said.
RIL is also looking to leverage the users' digital footprint and earn incremental revenues from digital ads, digital lending and even engagements like play along with IPL, KBC, etc, it said in a report.
Over the next 3-5 years, RIL is expected to have 500 million mobile users, offer broadband services to 20-25 million households, and cater to 12-15 million small businesses.
\"In the last 4 years, with Jio, RIL has been able to build a 'digital layer' on top of the existing 'physical layer' of retail shops across electronics, grocery, and apparel as well as depth and width of India.
\"We believe the next four years, RIL's focus would be to add a third 'layer of commerce' and monetize the existing investments across different formats,\" the brokerage said.
Jio has 388 million subscribers at the end of FY20. Reliance has tied up with WhatsApp to deliver grocery items from local Kirana stores to customers.
Like Amazon, Alibaba, and Tencent, RIL has the potential to create shareholder value to retain its customers, BofA Securities believes.
\"RIL's approach of owning the 'pipe' as well as the 'services' offered on the pipe should help it keep the subscriber base captive and apart from the core telco and retail offerings, the company could also offer other services,\" it said.
For instance, entertainment offerings would help RIL improve stickiness. Jio may not fully monetize this but would keep users captive to cross-sell other offerings.
RIL is also focusing on leveraging tech to offer ed-tech, health-tech, agri-tech services.
\"We also believe gaming will pick-up in India as the country has young population mix,\" it said.
An omnichannel approach on commerce would help RIL sell its grocery, apparel, and electronics items to a wider audience base.
\"By working with the kiranas, RIL would likely increase its B2B sales as well,\" BofA said.
Stating that potential stake sale at the retail business will be a catalyst, it said Reliance Retail may follow the Jio Platforms model, onboarding multiple investors by selling stakes in the firm.
RIL has reportedly offered all 13 investors of Jio Platforms (including Facebook<\/a>, Google<\/a> etc) the option to invest in its retail unit.<\/p><\/body>","next_sibling":[{"msid":77976777,"title":"Orange launches 5G network in five Spanish cities","entity_type":"ARTICLE","link":"\/news\/orange-launches-5g-network-in-five-spanish-cities\/77976777","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"77976671","title":"Mukesh-Ambani-","entity_type":"IMAGES","seopath":"tech\/internet\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce\/mukesh-ambani-","category_name":"BofA Securities is betting on Reliance Industries 'layer of commerce'","synopsis":false,"thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-429099\/77976671.cms?width=150&height=112","link":"\/image\/tech\/internet\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce\/mukesh-ambani-\/77976671"}],"msid":77976894,"entity_type":"ARTICLE","title":"BofA Securities is betting on Reliance Industries 'layer of commerce'","synopsis":"Over the next 3-5 years, RIL is expected to have 500 million mobile users, offer broadband services to 20-25 million households, and cater to 12-15 million small businesses. ","titleseo":"telecomnews\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":299,"shares":0,"engagementtimems":867000},"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2020-09-07 15:55:31","lastupd":"2020-09-07 15:56:14","breadcrumbTags":["reliance industries","Alibaba Group","Jio","Mukesh Ambani","BofA Securities","amazon video","facebook","google","Industry"],"secinfo":{"seolocation":"telecomnews\/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce"}}" data-news_link="//www.iser-br.com/news/bofa-securities-is-betting-on-reliance-industries-layer-of-commerce/77976894">
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