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India's internet economy is booming aided by a surge in smartphone penetration and declining internet costs and the internet penetration in the country reached 56 per cent in January 2021 and the country's internet economy is expected to grow from $250 bn in 2020 to $335 bn in 2025.
A report by BOB Capital Markets said India's listed internet stocks have rerated \"50 per cent plus' on average since April 2020, rallying in the range of 75-240 per cent (110 per cent rise in combined market cap), thus pricing in the pandemic-led inflection in digital adoption and internet penetration.
\"We see little scope for similar large incremental returns in the near-to-medium term and believe stock performance ahead will hinge on business fundamentals, these are, revenue growth recovery, operating margin resilience and earnings growth.\"
On the stock of IndiaMart InterMesh, the report said that while its leadership in online B2B classifieds, strong networking effect, and solid financials, growth recovery looks elusive given the challenges faced by its client base, the normalisation of its operating margin as pandemic cost savings retract is likely to weaken EPS growth (15 per cent FY21-FY24E CAGR).
AFFLE has gained from the Covid-led digital boom and growth momentum should sustain given a robust portfolio (90 per cent of revenue from digital, Covid-resilient verticals including ecommerce, edtech, fintech, foodtech, healthtech) and marquee clientele (Amazon, Flipkart, Zomato).
\"We forecast a 32 per cent EPS CAGR over FY21-FY24.\"
JustDial, on the other hand holds promise but needs investments to gain scale.
\"In our view, JustDial's strategic expansion of its B2B offering via JD Mart carries growth potential but will require heavy investments to scale up. Moreover, financial distress of buyers and suppliers (due to the second Covid wave) signals slow demand recovery. We forecast flat earnings over FY21-FY24.\"
As per Statista, the number of internet connections in the country will increase at a 2020-24 CAGR of 7 per cent to reach 927 million connections by the end of 2024 and further rise to 975 million by 2025. IBEF<\/a> estimates that India's internet economy will grow from $250 billion in 2020 to $335 billion in 2025.
Experts noted that the post-Covid period will continue to be a dream run for the internet-based companies.
The post-Covid era will be particularly beneficial for internet-based companies in India because more and more customers are being compelled to adopt digitisation and ecommerce in order to compete and survive. \"We note that India lags well behind China when it comes to online service users and online shoppers, signifying considerable room for improvement,\" it said.
While Covid-19 has had a major impact on small-scale businesses, big technology companies have benefited from the ensuing digitisation wave. The pandemic has hastened the digitisation process by 3-5 years as the use of technology became imperative for clients to survive and to capture future demand. In India, the pandemic has particularly fuelled demand in areas such as online entertainment, edtech, ecommerce, fintech, foodtech, gaming and healthtech.
As per data analysis firm Global Data<\/a>, FAANG (Facebook<\/a>, Amazon, Apple, Netflix<\/a>, and Google<\/a>) sentiment scores - which reflect a company's financial and operating metrics have rebounded in Q2CY20. These scores indicate that big tech companies are poised for a growth boom amid Covid-19 as cloud computing, ecommerce, conferencing and video streaming have energised the industry during the crisis.
The 2021 McKinsey Consumer Pulse<\/a> survey covering 899 C level executives across all major geographies showed that respondents are now three times likelier to interact with customers digitally across all geographies, indicating the exponential movement of consumers online during the pandemic.
Further, the prospective growth in the segment and interest of investors in online-based stocks can be gauged from the robust subscription of shares by retail and institutional investors in the Rs 9,350 crore Zomato IPO.By the end of the issue on Friday, the Zomato IPO was subscribed 38.25 times.
On Friday, Paytm<\/a> filed for Rs 16,600 crore IPO with the SEBI and many more tech companies seem to be in the fray to go public.
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在大流行的互联网股票反弹之梦
印度的互联网经济蓬勃发展得益于互联网智能手机普及率和减少成本激增,2021年1月在中国互联网普及率达到56%,该国的互联网经济预计将从2500亿年的2020美元增长到3350亿年的2025美元。
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印度的互联网经济蓬勃发展得益于互联网智能手机普及率和减少成本激增,2021年1月在中国互联网普及率达到56%,该国的互联网经济预计将从2500亿年的2020美元增长到3350亿年的2025美元。
鲍勃的资本市场的一份报告说,印度的互联网股票上市rerated“50% +平均2020年4月以来,在75 - 240的范围(总市值增长110%),因此定价pandemic-led变形采用数字和互联网普及率。
“我们看到小范围类似的大型增量收益在未来近,相信股市表现将取决于业务的基本面,这些是收入增长复苏,营业利润率弹性和收入增长。”
的股票IndiaMart互相结合,报告说,虽然其领导在B2B在线分类广告,强大的网络效应,和坚实的金融,经济复苏似乎难以捉摸的考虑到其客户所面临的挑战,其营业利润率大流行的正常化节约成本收回可能会削弱每股收益增长(15% FY21-FY24E CAGR)。
AFFLE了Covid-led数字的繁荣和增长的势头应该维持一个健壮的组合(90%的收入来自数字,Covid-resilient垂直包括电子商务、edtech, fintech,食品技术,healthtech)和选框客户(亚马逊,Flipkart公司,Zomato)。
“我们预计每股收益32% CAGR FY21-FY24。”
JustDial,另一方面承诺但需要投资规模。
“在我们看来,JustDial的战略扩张的B2B提供通过JD集市有增长潜力,但需要沉重的投资来扩大规模。此外,金融危机的买家和供应商(由于第二Covid波)信号需求复苏缓慢。我们预测平收入FY21-FY24。”
根据Statista,国内互联网连接的数量将增加7%的年复合增长率为2020 - 24到2024年底达到9.27亿连接,进一步上升到9.75亿年的2025。IBEF估计,印度的互联网经济将从2500亿年的2020美元增长到3350亿年的2025美元。
专家指出,post-Covid时期仍将是一个梦想的互联网公司。
post-Covid时代将特别有利于互联网公司在印度,因为越来越多的客户正在被迫采用数字化,电子商务竞争和生存。“我们注意到,印度落后于中国时在线服务用户和在线购物者,标志着相当大的改善空间,”它说。
虽然Covid-19已经对小规模企业产生重大影响,大型科技公司都受益于随后的数字化浪潮。大流行已经加速了数字化过程,通过3 - 5年的使用技术成为必须为客户生存和捕捉未来的需求。在印度,流行特别刺激需求在网上娱乐等领域,edtech,电子商务,fintech、食品技术、游戏和healthtech。
根据数据分析公司全局数据FAANG (脸谱网,亚马逊、苹果、网飞公司,谷歌)情绪得分——这反映了公司的财务和运营指标在Q2CY20反弹。这些分数表明,大型科技公司将为增长热潮在Covid-19云计算,电子商务,会议和视频有充满活力的行业在危机期间。
2021年麦肯锡消费者脉搏调查覆盖899 C级高管在所有主要地区显示,受访者可能现在三次与客户交互数字在所有地区,表明消费者指数运动在线在大流行期间。
此外,预期增长的细分和利益月历股票的投资者可以被衡量的健壮的散户和机构投资者认购的股票在9350卢比Zomato IPO(首次公开募股)。到周五结束的问题,Zomato IPO认购38.25倍。
周五,Paytm申请16600卢比IPO印度证券交易委员会和更多的科技公司似乎在争论上市。
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