Recent Posts

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21
Web 2.0 / Tech enables Fractional Real Estate Ownership
« Last post by wiredlife on September 03, 2021, 02:24:58 PM »
Fractional ownership, a concept where the ownership of an underlying asset is divided among multiple investors thereby lowering capital requirements and facilitating larger participation. Each investor owns a fraction (or a small percentage) of the underlying property. It enables investors to purchase property across regions and ticket sizes and benefit from rental yields and capital appreciation.

There has been the advent of several prop-tech start-ups such as
Assetmonk,
BRIKitt,
Fracsn,
Grip Invest,
Myre Capital,
Propertyshare,
RealX and
Strata in India.

These start-ups act as aggregators of properties and charge a fee for selling the asset to the investor. The technology required to  onboard an asset after technical and financial due diligence as well as the ability to bring investors on the platform has become a key differentiator. Fractional ownership offers an easy way to buy commercial real estate like one would a financial asset, significantly
expands investor reach and reduces compliance burdens.
22
SmartPhones & Apps / TikTok Ban to help other Social Apps
« Last post by wiredlife on August 18, 2020, 10:30:09 AM »
India removed TikTok and other Chinese apps from their app store because of stealing data of Indian nationals. Following India's bold ban, Trump told reporters that he could ban TikTok from operating in the US through emergency economic powers or an executive order. Treasury Secretary Steven Mnuchin said on Sunday that there was bipartisan agreement that TikTok could not stay in its current format, citing the risk of sending user data back to China on 100mn Americans.

Snap ad manager data suggests MAUs in India have risen 23%, vs +7% in the comparable period pre-ban. We believe an outright ban of TikTok would be a significant tailwind to all social media applications as they would: 1) likely launch similar applications and see an engagement boost; and 2) ease potential pricing pressure related to TikTok's recent self-serve ad launch in the US. We see this scenario as unlikely as press reports indicate Trump has given TikTok 45 days to negotiate a deal.

As far as continued TikTok operations on Microsoft's cloud, we think the US government is unlikely to trust TikTok the protection of US data, and will require a spin-off. Also, on a high level, intervention by the US government will discourage US investment by Chinese companies, a positive for US and other Internet companies worldwide.
23
5G / Wi-Fi / What is Difference between ORAN Vs 5G Standard Gear ?
« Last post by wiredlife on August 17, 2020, 05:37:55 PM »
Some Telcos don't liek to pay for the R&D of Telecom Gear Makers. With the advancement of innovation in Wireless Radio & Computing, together backed by Open Source developers, Telecom players want to deploy ORAN [Open Radio Access Network] Vs the 5G Standard Equipment Developed by companies such as Samsung / Ericsson / Nokia etc

The primary difference between ORAN and traditional gear-makers is that the latter follow the 3GPP standards. For 5G, it is the 3GPP Release 15. The standards are a set of stipulations about different aspects of the network's delivery to customers - for instance, speed, bandwidth requirement and other parameters of service quality. Each equipment maker will attempt to differentiate itself by choosing to improve over the 3GPP standards. In ORAN, the 3GPP standards may either not be followed or perhaps only partially followed. This creates the problem of non-standardisation.

Telecom Networks globally will co-exist with 4G and 5G, thus interoperability between the technologies will also become essential in the years to come. However, the 5G ORAN is recent and therefore, its backward compatibility with standardised 4G networks cannot be taken for granted.

Ericsson, Nokia and Samsung have deep experience in setting up and managing large networks with thousands of towers, which the ORAN-based solutions will not be able to match for some time.

ORAN will be a cheaper solution, because the hardware is already a commodity and the software is now increasingly being written by many developers. While 5G Gears sold Commercial Off the Shelf by companies such as Nokia, Ericsson, Samsung etc will come at a cost.
24
FTTH Broadband / Traffic Trends of Indian Internet Business
« Last post by wiredlife on August 17, 2020, 12:48:21 PM »
In e-Commerce, while Amazon India desktop & mobile-web traffic grew 8% MoM, it was down 6% MoM for Flipkart

Traffic trends for all major real estate classifieds except Housing were broadly flat MoM.

Recruitment classifieds monthly traffic trends improved 2% MoM in Jul 20, with Naukri / Indeed reporting improvement of 3%/1%, respectively while trends were flat for Monster India.

Sequential traffic trends for matrimonials improved 4% in Jul 20, with Shaadi and Matrimony reporting 9%/3% MoM growth, respectively. However, traffiic was down 3% MoM for Jeevansathi.

Amongst, B2B/B2C classifieds, IndiaMART reported 8% MoM improvement in traffic, while Just Dial’s traffic was down 2% sequentially.

In Food Delivery, Zomato reported a 12% MoM growth in desktop & mobile web traffic as per Similarweb data compared to a decline of 3% for Swiggy.
25
Web 2.0 / Which are the Companies Acquired by IndiaMart ?
« Last post by wiredlife on August 14, 2020, 07:30:04 PM »
IndiaMart acquired 26% stake in a Bangalore based start-up ? Simply Vyapar Apps (Vyapar), in Sep 2019, for Rs312m. This values the startup at ~Rs1.2bn, which generated revenue of ~Rs14.2m in FY19. Vyapar provides both ? mobile-basedand desktop based ? business accounting software with billing, GST invoice, stock inventory and accounting solutions. [We believe this acquisition was at a considerable premium]

In May 2020, IndiaMart acquired 8.98% stake in Mobisy Technologies (Bizom) for Rs100m, valuing the company at Rs1.1bn. Bizom provides sales force automation and distributor management systems to medium & large businesses. It generated revenue of Rs280m in FY19, clocking 65% CAGR in two years.
26
4G / LTE / Airtel 4G Data Usage Per Customer Highest
« Last post by wiredlife on August 10, 2020, 11:00:18 AM »
In a quarter marred by the lockdown, 2mn 4G subscriber additions and 12% QoQ data volume growth indicate smartphone users’ preference for Airtel 4G LTE network as well. Data volume growth was strong at 12% QoQ, taking data consumption further up to 16.6GB, from 15GB per customer. We believe Airtel's highest-in-the-industry data usage per customer would further drive up ARPU going forward.

In our view, Bharti's ability to garner smartphone subscribers despite its premium pricing will aid revenue market share as this segment has the highest propensity to pay and would benefit operators the most, should tariffs rise or the industry consolidate.

We attribute the 50bps QoQ increase in EBITDA margin to lower subscriber acquisition cost and marketing spends, some of which are likely to resurface.
27
Smart Connected Devices / Oppo Mobile Sales in India
« Last post by wiredlife on August 08, 2020, 04:44:01 PM »
Oppo Mobiles India Pvt Ltd are the owners of Oppo SmartPhones  popular brand in India.

Did you know what is the sales of Oppo Mobiles Pvt Ltd for the year ending March 2019 ?
It is a whopping Rs 217,235 Million which is equivalent to Rs 21,723 Crore. The sales of the company for FY 2018 was Rs 12,048 Crore.

Oppo Mobiles India Pvt Ltd is Run by a 33 Year Old Shan He a Citizen of the People's Republic of China

If Oppo Mobile Smart Phone Sales is about US $3 Bn , guess and read the sales of Xiaomi India Pvt Ltd.
28
Web 2.0 / Olx Classifieds Financial Balance Sheets
« Last post by wiredlife on August 03, 2020, 03:41:40 PM »
Olx India classified sites at the end of FY 2019 had a Total Income of Rs 399 Crore [FY 2018 Rs 179 Crore]

Total expenditure has been RS 365 Cr and Rs 155 Cr for FY 2019 and FY 2018 respectively.

Net Profit has been Rs 22 Cr and Rs 15.59 Cr for FY 2019 and FY 2018 respectively.
29
Web 2.0 / Grofers + Flipkart Focus on Hyper Local Delivery
« Last post by wiredlife on August 01, 2020, 06:22:49 PM »
We have indicated earlier that hyper-local delivery companies are witnessing better unit economics amidst lockdown as also clarified in case of Zomato and Grofers. Most of these players are expecting a sizeable part of this improved unit economics to stay put even after lockdown lifts and is the likely reason for Grofers to pre-pone its plan for IPO. The key metrics to monitor however, would be the trend in delivery costs (and charges) and average take rates in our view.

Flipkart has launched instant hyper local delivery services in Bengaluru to deliver grocery, dairy products and vegetables, mobiles, electronics and home accessories. Bengaluru is generally considered a traffic-heavy city and a quick-delivery pilot here would build a clear picture for Flipkart whether the model can be replicated elsewhere. In our view, the road infrastructure support in Indian cities is not favorable for such models and many companies have in the past tried but failed to create a sustainable business model. Other competitors working on this model include Swiggy Stores, Dunzo (Google-backed) and BigBasket's "Express Delivery" service.
30
Technology / How to Prevent Windows from Opening Excel in Startup ?
« Last post by wiredlife on August 01, 2020, 09:19:27 AM »
In quest for early release, Microsoft started following Google's Software Engineering Policy of having no SDETs. In this process, Microsoft has been shipping untested products which cause difficulties. For example, Windows 10 Professional version opens up more thna a dozen EXCEL blank files on startup, even though EXCEL Program is not in the startup. It is a result of some other DLL calling the program.

The only solution to this is

Go to Settings>Accounts>Sign-in options

Scroll down until you find Privacy, under it, turn off Use my sign-in info to automatically finish setting up my device after an update or restart.

Reference: https://social.technet.microsoft.com/Forums/office/en-US/6f623bde-435b-44ba-997c-c0766c522a37/how-to-stop-ms-word-opening-automatically-at-the-startup-of-computer?forum=Office2016ITPro
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