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Reliance Jio的ARPU可以在1-2年内增长到200卢比

市场专家苏希尔·乔克西说,看看信实工业的所有三个部门,该股都将表现良好。

Sushil Choksey董事总经理,Indus Equity Advisors,他说依赖Jio微软目前的平均每用户收益(ARPU)在未来1-2年内,随着许多新功能的加入,将从145卢比增长到200卢比Jio平台。以下是经过编辑的采访节选。

在过去几个月里,Reliance Jio和Reliance Retail都获得了大量融资,长期趋势是什么?
如果按部门划分,路线图非常清楚,信实将拥有三个实体——Jio、Retail和石油化工。我们需要关注哪些实体会最早上市,以及O2C业务是否会像Jio和零售业务那样获得资金注入。

在亚洲,石油化工业务拥有最好的资产类别和炼油利润率。扩张已经结束,但我认为技术和产品需求的下一个形态将被关注。作为“自力更生”下的制造业中心,包装将成为必需品,塑料将被用于一切。同时,还需要不同的聚合物。石油化工部门有巨大的发展空间。该部门的公允价值应该在52.5 -55亿卢比左右。

Jio目前的ARPU为145卢比,下一财年或之后可能会达到200卢比。Jio平台上有很多新功能,所以我很有希望。这三家公司(Airtel、Vodafone Idea和Reliance Jio)之间的竞争将持续下去。

在零售方面,它取决于与未来集团的合并。前两个季度的销售情况并不乐观。在电子商务的竞争中,这取决于他们如何将kirana商店与WhatsApp和JioMart整合在一起。他们可能会成为印度基拉纳商店最大的供应链。

从这三个部门来看,这只股票的表现都不错。但在经历了如此耀眼的上涨之后,10%至20%的回调很可能会发生。

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Sushil Choksey<\/strong>, Managing Director, Indus Equity Advisors<\/strong>, says that Reliance Jio<\/a>'s current average revenue per user (ARPU<\/a>) can grow from Rs 145 to Rs 200 in the next 1-2 years as many new features are getting added on to the Jio<\/a> platform. Edited excerpts from an interview.<\/em>

After the massive funding in both Reliance Jio and Reliance Retail over the last few months, what is the long-term trend looking like?
<\/strong>If you go division wise, the roadmap is very clear that Reliance will have three entities - Jio, Retail and oil-to-chemicals. We need to watch out for which entities will be listed at the earliest, and if the O2C business gets any funding infusion like Jio and Retail businesses did.

The oil-to-chemicals business has the best class of assets and refining margins in Asia. The expansion is over, but I think the next shape of technology and requirement of products is going to be looked at. As a manufacturing hub under 'Atmanirbhar Bharat', packaging is going to be a necessity and plastic would be used for everything. At the same time, different polymers would also be needed. There is a huge scope in oil-to-chemicals division. The fair value of the division should be around Rs 525,000-550,000 crore.