Will DoT’s M&A Rules Scripted to Favor Reliance Jio Infocomm & Reliance Communications ?

Reliance Jio Merger Reliance CommunicationsDespite the Massive $20 Bn Dollar Corruption Scam in the Ministry of Communication and the Department of Telecom, things haven’t changed much as the same old dirty law makers and bureaucrats occupy the seats of power. This time around they are framing the rules for Mergers & Acquisitions in the Telecom Space which are likely to be influenced by India’s Richest Billionaire and Insider Trader, Mukesh Ambani.

Insiders from the DoT has sent feelers that the M&A Policies will be scripted to favor the smooth amalgamation of Reliance Jio Infocomm and Reliance Communications. We expect Reliance Jio to use the spectrum sharing rules (more…)

Why iPad AIR is the Best Tablet to Gift this Holiday Season ?

ipad-air-the best tablet in marketplaceApple the most innovative Hardware Tech company till date surprised everyone of us with the release of the Lighter than expected Slick iPad Air Tablet. At just $499, this is the best Gift one can go for this holiday season considering the Hardware Quality it is bundled into.

Although the feature sets of iPad Air were largely expected, but the amount of weight reduction is much more than market expectations. We believe the market was expecting around 500~550g versus the actual new weight of 453g. This makes the full-size iPad only 120g heavier than the iPad mini at 331g. In latest iPad Air Apple has adapted proprietary GF2 (cover glass with double side ITO film) structure to replace G/G (cover glass with sensor glass) touch, with this change we estimate touch module will save 50g~60g. We believe (more…)

Naukri Slowdown, 99Acres and Jeevansathi Grow in InfoEdge India

Jeevansathi Gaining Traction InfoEdge IndiaRecruitment revenue at Rs903mn grew 8.3%yoy and 0.2%qoq and margins remained steady at ~50%. The company attributes this to emerging signs of stability in IT recruitment as well as market share gains on the back of strong execution. It continues to invest in product development to enhance user experience and engagement.

99Acres Outperform Amidst Real Estate Real SlowDown
Revenues grew ~57%yoy to Rs185 Mn. Over the quarter, both total and paid listings increased by 31%. The company attributes this to beefing up of sales force, opening new offices in new as well as in cities with existing presence, investment in product development and (more…)

The Rise of Mobile Advertising in Asia – Size and Growth

Size of the Asian Mobile Advertising MarketMobile advertising is still in early stages but is growing at a rapid pace despite the challenges and differences with advertising on small vs. large screens.

According to a recent study by Interactive Advertising Bureau and PWC, global mobile ad revenues rose 145% to USD3bn for 1H13, accounting for ~15% of the total online ad spend. Gartner estimates the Asia Pacific mobile ad market to be ~USD5bn or ~40% of the global market size. Also, global mobile ad revenue is estimated to grow to USD25bn by 2016 from USD11bn (more…)

Dell Serious to get back into NoteBooks / Tablet War

Once upon a Time Giant in the PC and Laptop Industry, Dell Inc is serious to get back into the Notebook and Tablets Game. Dell introduced a slew of attractive new notebook and tablet models aimed at making a comeback in the PC industry. The product lineup at the post-privatization event looks ambitious and aggressive.
Dell Tablets Dell launched a new tablet brand called Venue, which covers 8”~11” screen sizes running both Android OS and Windows 8. The Android tablets are thin and light and start from a breakthrough price point of US$149 (Intel+Android) and the Win8 tablets start at a (more…)

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