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\"&lt;p&gt;It
It estimated the Jio's broadband business users would be 12 million by FY22, of which 60 per cent could pay an average of Rs 800 per cent, it said. <\/span><\/figcaption><\/figure> Reliance Industries<\/a> in 24 months can become the first Indian company to reach $200 billion market cap on the back of its new commerce venture and fixed broadband business, Bank of America Merrill Lynch<\/a> said on Wednesday.

In a report, the brokerage said the key drivers necessary for Reliance to breach $200 billion market cap in 24 months from current $122 billion market cap are new commerce initiative of empowering Kiranas in unorganised retail market by offering MPoS (mobile point-of-sale), entry into SME enterprise space with Microsoft<\/a>, Jio<\/a>'s fiber broadband business and digital initiatives like advertising.

\"We think the market is giving little credit to these initiatives given limited visibility,\" it said. \"We expect near-term momentum to be strong.\"\n

It is bull case scenario that takes m-cap to $200 billion assumed Jio's per mobile phone user revenue increasing to Rs 177 in FY22 from Rs 151, 10 million Kirana's paying the company Rs 750 a month for installing M-PoS, and broadband users reaching 12 million by FY22 with 60 per cent of them paying an average of Rs 840 a month.\n

\"In our bull-case, we look at a 24-month fair-value of the company as we believe most of the new businesses which are in gestation period will take around 24 months to acquire scale and contribute meaningfully to RIL's fair value,\" it said.\n

Reliance Industries (RIL) is India's largest petrochemical and second-largest oil refining company. It has significant investments in telecom, consumer retail and media businesses in India. Its telecom subsidiary, Jio has garnered a large number of paying subscribers and has the opportunity to emerge as a top-three telecom player in a growing Indian market on the back of the launch of fiber-based broadband services.\n

The report said the \"upside from base-case is predominately driven by new commerce gaining scale and helping B2B retail momentum as well ($32 billion in additional enterprise value); Jio gaining traction in enterprise, fixed broadband business + better than expected ad revenues\/upselling services ($222 billion in additional EV); more pronounced telecom tariff hike ($10 bn in additional EV); and better than expected IMO<\/a> contribution + lower capex for a couple of year\".

India's domestic shipping sector is to implement the International Maritime Organization's low sulfur mandate for marine fuels, which will raise margins for diesel.\n

The brokerage said retail will be the biggest driver of upside as the firm's new commerce business gains traction in the $800 billion unorganised markets. \n

\"On an average, we expect 10 million Kirana's to contribute to RIL of Rs 750\/month on back of its M-POS monthly fees and contribution from inventory management etc,\" it said.\n

Stating that the entire cellular phone business industry<\/a> would see a meaningful tariff hike by FY2022, it said telecom business of RIL will contribute more than a quarter of the projected EV (enterprise value).

Also, Jio's entry would expand the SME market - currently the majority of them do not use any enterprise offerings. \"In the enterprise business, we expect Jio to target 15 million SME users. In this, we assume 60 per cent conversion (i.e. 9 million paying SME by FY22) and expect each SME to pay on an average Rs 2,000 per month,\" it said.\n

It estimated the Jio's broadband business users would be 12 million by FY22, of which 60 per cent could pay an average of Rs 800 per cent, it said.\n

In the oil-to-chemicals business, it expected better than expected IMO impact, with refining margins moving to $13 per barrel from $11.<\/body>","next_sibling":[{"msid":71624825,"title":"TRAI releases consultation paper on reserve price for auction of FM radio channels","entity_type":"ARTICLE","link":"\/news\/trai-releases-consultation-paper-on-reserve-price-for-auction-of-fm-radio-channels\/71624825","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"71615481","title":"Reliance","entity_type":"IMAGES","seopath":"markets\/stocks\/news\/reliance-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months\/reliance","category_name":"RIL can become 1st Indian firm to hit $200 billion m-cap in 24 months, says BofA-ML","synopsis":"It estimated the Jio's broadband business users would be 12 million by FY22, of which 60 per cent could pay an average of Rs 800 per cent, it said. ","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-82974\/71615481.cms?width=150&height=112","link":"\/image\/markets\/stocks\/news\/reliance-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months\/reliance\/71615481"}],"msid":71624985,"entity_type":"ARTICLE","title":"RIL can become 1st Indian firm to hit $200 billion m-cap in 24 months, says BofA-ML","synopsis":"RIL is India's largest petrochemical and second-largest oil refining company. ","titleseo":"telecomnews\/ril-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months-says-bofa-ml","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2019-10-17 09:09:59","lastupd":"2019-10-17 09:09:59","breadcrumbTags":["reliance industries","Jio","merrill lynch","Market capitalisation","IMO","Industry","Microsoft"],"secinfo":{"seolocation":"telecomnews\/ril-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months-says-bofa-ml"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2019-10-17" data-index="article_1">

瑞来斯可以成为印度公司1日m-cap在24个月达到2000亿美元,美银美林说

瑞来斯是印度最大的石化和第二大炼油公司。< / p >

  • 发布于2019年10月17日09:09点坚持
< p >估计Jio FY22的宽带业务用户是1200万,其中60%将支付800%的平均Rs,它说。< / p >
它估计Jio FY22的宽带业务用户是1200万,其中60%将支付800%的平均Rs,它说。
信实工业公司在24个月可以成为第一个印度公司市值达到2000亿美元的新商业风险和固定宽带业务,美国银行美林(Merrill Lynch)周三表示。

经纪公司在一份报告中说,所需的关键因素依赖突破2000亿美元市值的24个月从目前的1220亿美元市值的新商业计划授权拉在没有组织零售市场提供mpo(移动销售点),进入中小企业企业空间微软,Jio的光纤宽带业务和数字计划像广告。

广告
“我们认为市场是给这些举措给小信贷有限的能见度,”它说。“我们预计短期势头强劲。”

牛的情况,需要m-cap 2000亿美元假设Jio每移动电话用户的收入增加到177卢比FY22从Rs 151年,1000万年的支付公司拉安装M-PoS Rs 750一个月,宽带用户达到1200万,FY22其中60%支付平均每月840卢比。

“牛市,我们看看公司的24个月的公允价值我们相信大多数的新企业在妊娠期将在24个月收购规模和提供有意义瑞来斯的公允价值,”它说。

信实工业(瑞来斯)是印度最大的石化和第二大炼油公司。它有大量投资在电信、消费零售和媒体业务在印度。其电信子公司,Jio已经拥有了大量的付费用户,有机会成为电信三大玩家在不断增长的印度市场的启动光纤宽带接入服务。

报告说,“上行基本情况主要是由新商业获得规模以及帮助B2B零售动量(320亿美元的额外的企业价值);在企业中站稳脚跟Jio,固定宽带业务+好于预期广告收入/销售服务(2220亿美元的额外EV);更明显电信关税上调(100亿美元的额外EV);比预期的更好国际海事组织贡献+降低资本支出好几年”。

广告
印度国内航运业是实现国际海事组织的低硫授权海洋燃料,这将提高利润率柴油。

经纪说零售将上行的最大动力公司的新的商务业务收益8000亿美元无序混乱市场的牵引。

“平均,我们预计1000万年基为瑞来斯的Rs 750 /月的M-POS月度费用和库存管理的贡献等,”它说。

说明整个手机业务行业会看到一个有意义的关税上调FY2022,据说电信业务瑞来斯贡献超过四分之一的预计EV(企业价值)。

同时,Jio条目将扩大中小企业的市场——目前他们中的大多数不使用任何企业产品。“在企业业务,我们期望Jio目标1500万中小企业用户。在这方面,我们假设60%转换(即900万支付由FY22中小企业)和期望每个中小企业支付平均每月2000卢比,”它说。

它估计Jio FY22的宽带业务用户是1200万,其中60%将支付800%的平均Rs,它说。

oil-to-chemicals业务,预计比预期国际海事组织的影响,随着炼油利润率从11美元每桶13美元。
  • 发布于2019年10月17日09:09点坚持
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  • 瑞来斯可以成为印度公司1日m-cap在24个月达到2000亿美元,美银美林说
\"&lt;p&gt;It
It estimated the Jio's broadband business users would be 12 million by FY22, of which 60 per cent could pay an average of Rs 800 per cent, it said. <\/span><\/figcaption><\/figure> Reliance Industries<\/a> in 24 months can become the first Indian company to reach $200 billion market cap on the back of its new commerce venture and fixed broadband business, Bank of America Merrill Lynch<\/a> said on Wednesday.

In a report, the brokerage said the key drivers necessary for Reliance to breach $200 billion market cap in 24 months from current $122 billion market cap are new commerce initiative of empowering Kiranas in unorganised retail market by offering MPoS (mobile point-of-sale), entry into SME enterprise space with Microsoft<\/a>, Jio<\/a>'s fiber broadband business and digital initiatives like advertising.

\"We think the market is giving little credit to these initiatives given limited visibility,\" it said. \"We expect near-term momentum to be strong.\"\n

It is bull case scenario that takes m-cap to $200 billion assumed Jio's per mobile phone user revenue increasing to Rs 177 in FY22 from Rs 151, 10 million Kirana's paying the company Rs 750 a month for installing M-PoS, and broadband users reaching 12 million by FY22 with 60 per cent of them paying an average of Rs 840 a month.\n

\"In our bull-case, we look at a 24-month fair-value of the company as we believe most of the new businesses which are in gestation period will take around 24 months to acquire scale and contribute meaningfully to RIL's fair value,\" it said.\n

Reliance Industries (RIL) is India's largest petrochemical and second-largest oil refining company. It has significant investments in telecom, consumer retail and media businesses in India. Its telecom subsidiary, Jio has garnered a large number of paying subscribers and has the opportunity to emerge as a top-three telecom player in a growing Indian market on the back of the launch of fiber-based broadband services.\n

The report said the \"upside from base-case is predominately driven by new commerce gaining scale and helping B2B retail momentum as well ($32 billion in additional enterprise value); Jio gaining traction in enterprise, fixed broadband business + better than expected ad revenues\/upselling services ($222 billion in additional EV); more pronounced telecom tariff hike ($10 bn in additional EV); and better than expected IMO<\/a> contribution + lower capex for a couple of year\".

India's domestic shipping sector is to implement the International Maritime Organization's low sulfur mandate for marine fuels, which will raise margins for diesel.\n

The brokerage said retail will be the biggest driver of upside as the firm's new commerce business gains traction in the $800 billion unorganised markets. \n

\"On an average, we expect 10 million Kirana's to contribute to RIL of Rs 750\/month on back of its M-POS monthly fees and contribution from inventory management etc,\" it said.\n

Stating that the entire cellular phone business industry<\/a> would see a meaningful tariff hike by FY2022, it said telecom business of RIL will contribute more than a quarter of the projected EV (enterprise value).

Also, Jio's entry would expand the SME market - currently the majority of them do not use any enterprise offerings. \"In the enterprise business, we expect Jio to target 15 million SME users. In this, we assume 60 per cent conversion (i.e. 9 million paying SME by FY22) and expect each SME to pay on an average Rs 2,000 per month,\" it said.\n

It estimated the Jio's broadband business users would be 12 million by FY22, of which 60 per cent could pay an average of Rs 800 per cent, it said.\n

In the oil-to-chemicals business, it expected better than expected IMO impact, with refining margins moving to $13 per barrel from $11.<\/body>","next_sibling":[{"msid":71624825,"title":"TRAI releases consultation paper on reserve price for auction of FM radio channels","entity_type":"ARTICLE","link":"\/news\/trai-releases-consultation-paper-on-reserve-price-for-auction-of-fm-radio-channels\/71624825","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"71615481","title":"Reliance","entity_type":"IMAGES","seopath":"markets\/stocks\/news\/reliance-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months\/reliance","category_name":"RIL can become 1st Indian firm to hit $200 billion m-cap in 24 months, says BofA-ML","synopsis":"It estimated the Jio's broadband business users would be 12 million by FY22, of which 60 per cent could pay an average of Rs 800 per cent, it said. ","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-82974\/71615481.cms?width=150&height=112","link":"\/image\/markets\/stocks\/news\/reliance-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months\/reliance\/71615481"}],"msid":71624985,"entity_type":"ARTICLE","title":"RIL can become 1st Indian firm to hit $200 billion m-cap in 24 months, says BofA-ML","synopsis":"RIL is India's largest petrochemical and second-largest oil refining company. ","titleseo":"telecomnews\/ril-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months-says-bofa-ml","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2019-10-17 09:09:59","lastupd":"2019-10-17 09:09:59","breadcrumbTags":["reliance industries","Jio","merrill lynch","Market capitalisation","IMO","Industry","Microsoft"],"secinfo":{"seolocation":"telecomnews\/ril-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months-says-bofa-ml"}}" data-news_link="//www.iser-br.com/news/ril-can-become-1st-indian-firm-to-hit-200-billion-m-cap-in-24-months-says-bofa-ml/71624985">