As far as telecom space goes, India wants to be free from 2G and be ready for 5G but as of now, we only talk about telecom with respect to three stocks including Vodafone-Idea<\/a>. Some say India with its massive digital opportunity, cannot possibly have only two stocks to play on this story.
<\/strong>If you talk about the larger digital opportunity, it is not just two stocks. there is a larger opportunity across sectors to play the digital theme. However, just coming back to the telecom question first, when we look at telecom, telecom has been a sector where we have seen consolidation. However, despite the consolidation, pricing has remained elusive and one thing that is important from an overall sector perspective is that most of the companies have recognised that for profitability to improve, pricing needs to go up. So we are clearly waiting for a scenario where we will start seeing improvement in ARPUs, which in turn will drive profitability.
We are waiting to see what happens with the third player in terms of outcome and that also will be a key determinant in terms of outcome on the pricing and what the other two players do. This is a sector which is poised to see improvement from an overall profitability perspective. Obviously, this sector has seen significant consolidation and that is something which is hopefully likely to translate into better pricing power going forward.
In the near term, over the last year -and-a-half, because of Covid related situations we have seen a delay in terms of price increases. But at the margin, most of the players seem to be suggesting that profitability is likely to be the key that the management of these companies would be looking for.
From a digital perspective, there are many more opportunities and not just telecom. Whether you look at emerging opportunities in the financial services space, fintech space or even in the IT services<\/a> space, there is a larger theme that is playing through where digital is concerned and over the years to come, we will see a lot more players emerging in this space where we will be able to play the digital opportunity.
Covid has accelerated the digital transformation story across the board. Companies worldwide have realised that they have to bring forward their digital transformation journey and that has benefitted IT services in a big way. Even in financial services, banks and other financial services players are focussing on digital and digital is a theme that is emerging and is likely to be a key differentiator among players going forward as well.
<\/body>","next_sibling":[{"msid":85765709,"title":"Airtel will not shy away from raising telecom tariffs: Sunil Mittal","entity_type":"ARTICLE","link":"\/news\/airtel-will-not-shy-away-from-raising-telecom-tariffs-sunil-mittal\/85765709","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"85767314","title":"Should you buy pharma, real estate stocks? Shibani Sircar Kurian answers","entity_type":"IMAGES","seopath":"markets\/expert-view\/look-beyond-telecom-to-grab-digital-opportunities-shibani-sircar-kurian\/should-you-buy-pharma-real-estate-stocks-shibani-sircar-kurian-answers","category_name":"Look beyond telecom to grab digital opportunities: Shibani Sircar Kurian","synopsis":false,"thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-81253\/85767314.cms?width=150&height=112","link":"\/image\/markets\/expert-view\/look-beyond-telecom-to-grab-digital-opportunities-shibani-sircar-kurian\/should-you-buy-pharma-real-estate-stocks-shibani-sircar-kurian-answers\/85767314"},{"msid":"85765932","title":"We have a barbell strategy of mostly cyclicals and some defensives: Shibani Sircar Kurian","entity_type":"ARTICLE","seopath":"markets\/expert-view\/we-have-a-barbell-strategy-of-mostly-cyclicals-and-some-defensives-shibani-sircar-kurian","category_name":"Expert Views","synopsis":"\u201cWe believe that investment and manufacturing growth are likely to continue to be drivers of overall economic activity in the country and policy initiatives are also focused towards that.\u201d","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-81259\/85765932.cms?width=150&height=112","link":"\/news\/markets\/expert-view\/we-have-a-barbell-strategy-of-mostly-cyclicals-and-some-defensives-shibani-sircar-kurian\/85765932"},{"msid":"85764363","title":"How Reliance Jio can add extra Rs 9,000-10,000 cr EBITDA: Deven Choksey","entity_type":"ARTICLE","seopath":"markets\/expert-view\/getting-10-crore-vodafone-2g-users-in-a-yr-could-give-reliance-jio-extra-rs-9000-10000-crore-ebitda-deven-choksey","category_name":"Expert Views","synopsis":"\u201cAt Rs 150-160 as ARPU per month, it would additionally contribute to around Rs 18,000-20,000 crore worth of revenue and at 50% EBITDA, it should have the potential of contributing around Rs 9,000-10,000 crore of EBITDA.\u201d","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-57631\/85764363.cms?width=150&height=112","link":"\/news\/markets\/expert-view\/getting-10-crore-vodafone-2g-users-in-a-yr-could-give-reliance-jio-extra-rs-9000-10000-crore-ebitda-deven-choksey\/85764363"},{"msid":"85761800","title":"What will trigger the next market rally? Sanjeev Prasad answers","entity_type":"ARTICLE","seopath":"markets\/expert-view\/what-will-trigger-the-next-market-rally-sanjeev-prasad-answers","category_name":"Expert Views","synopsis":"\"The question is whether earnings numbers can surprise on the upside. It does not look likely. We are already building a 31% net profit growth of Nifty 50 on some of the stocks we bought earlier. This market could just remain range bound and as we roll forward over the next year and start discounting forward earning numbers, the market will probably go up. As of now, short-term increases in earnings numbers have rolled out but as you roll forward, in the future, higher earnings numbers could probably drive the markets. \"","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-351792\/85761800.cms?width=150&height=112","link":"\/news\/markets\/expert-view\/what-will-trigger-the-next-market-rally-sanjeev-prasad-answers\/85761800"}],"msid":85768493,"entity_type":"ARTICLE","title":"Look beyond telecom to grab digital opportunities: Shibani Sircar Kurian","synopsis":"\u201cWhether one looks at emerging opportunities in the financial services space, fintech space or even in the IT services space, there is a larger theme that is playing through where digital is concerned and over the years to come, we will see a lot more players emerging in this space.\u201d","titleseo":"telecomnews\/look-beyond-telecom-to-grab-digital-opportunities-shibani-sircar-kurian","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":148,"shares":0,"engagementtimems":740000},"Alttitle":{"minfo":""},"artag":"ET Now","artdate":"2021-08-30 18:59:24","lastupd":"2021-08-30 19:02:24","breadcrumbTags":["digital opportunities","shibani sircar kurian","vodafone-idea","kotak mahindra amc","Kotak Mahindra","it services","telecom sector","industry"],"secinfo":{"seolocation":"telecomnews\/look-beyond-telecom-to-grab-digital-opportunities-shibani-sircar-kurian"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2021-08-30" data-index="article_1">
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超越电信抓住数字机会:Shibani Sircar库里
”是否一个看着新兴机会在金融服务领域,fintech空间或甚至在IT服务空间,有一个更大的主题,在通过数字而言,在未来几年,我们将看到更多的球员出现在这个空间。”
读到
整合,然而,尽管定价仍难以捉摸的,从整个行业角度是很重要的一件事是,大多数的公司已经认识到盈利能力提高,价格需要上涨,说Shibani Sircar库里高级执行副总裁,基金经理&—股票研究主管Kotak Mahindra AMC。
就电信空间而言,印度想要免费从2 g和准备5克,但到目前为止,我们只讨论电信三股包括Vodafone-Idea。有人说印度庞大的数字机遇,不可能只有两个股票玩这个故事。
如果你谈论数字机会更大,不仅仅是两个股票。跨部门有一个更大的机会玩数字的主题。然而,先回到电信的问题,当我们看电信,电信领域我们看到整合。整合,然而,尽管定价仍难以捉摸的,从整个行业角度是很重要的一件事是,大多数的公司已经认识到盈利能力提高,定价需要上升。所以我们显然是等待一个场景,我们将开始看到提高arpu,进而将推动盈利能力。
我们等着看会发生什么结果和第三球员也将是一个关键因素的结果在定价和其他两名球员做什么。这个部门将从整体盈利能力角度看到改善。显然,这个行业已经出现了明显的整合,是希望可能转化为更强的定价能力。
在短期内,在过去的一年半,因为Covid相关情况我们已经看到延迟的价格上涨。保证金,大部分球员似乎表明盈利能力可能是关键,这些公司的管理将会寻找。
从数字角度来看,不仅有更多的机会和电信。你是否看新兴机会在金融服务领域,甚至在fintech空间信息技术服务空间,有一个更大的主题,在通过数字而言,过去几年来,我们将会看到更多的球员出现在这个空间,我们将能够玩数字的机会。
Covid加快了数字转换的故事。全球公司已经意识到他们必须提出他们的数字转换旅程和IT服务中受益。即使在金融服务,银行和其他金融服务玩家关注数字和数字是新兴市场和一个主题可能是未来的关键球员之间的区别。
就电信空间而言,印度想要免费从2 g和准备5克,但到目前为止,我们只讨论电信三股包括Vodafone-Idea。有人说印度庞大的数字机遇,不可能只有两个股票玩这个故事。
如果你谈论数字机会更大,不仅仅是两个股票。跨部门有一个更大的机会玩数字的主题。然而,先回到电信的问题,当我们看电信,电信领域我们看到整合。整合,然而,尽管定价仍难以捉摸的,从整个行业角度是很重要的一件事是,大多数的公司已经认识到盈利能力提高,定价需要上升。所以我们显然是等待一个场景,我们将开始看到提高arpu,进而将推动盈利能力。
我们等着看会发生什么结果和第三球员也将是一个关键因素的结果在定价和其他两名球员做什么。这个部门将从整体盈利能力角度看到改善。显然,这个行业已经出现了明显的整合,是希望可能转化为更强的定价能力。
在短期内,在过去的一年半,因为Covid相关情况我们已经看到延迟的价格上涨。保证金,大部分球员似乎表明盈利能力可能是关键,这些公司的管理将会寻找。
从数字角度来看,不仅有更多的机会和电信。你是否看新兴机会在金融服务领域,甚至在fintech空间信息技术服务空间,有一个更大的主题,在通过数字而言,过去几年来,我们将会看到更多的球员出现在这个空间,我们将能够玩数字的机会。
Covid加快了数字转换的故事。全球公司已经意识到他们必须提出他们的数字转换旅程和IT服务中受益。即使在金融服务,银行和其他金融服务玩家关注数字和数字是新兴市场和一个主题可能是未来的关键球员之间的区别。
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