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

by

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

Read more

Naukri Slowdown, 99Acres and Jeevansathi Grow in InfoEdge India

by

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

Read more

The Rise of Mobile Advertising in Asia – Size and Growth

by

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

Read more

Dell Serious to get back into NoteBooks / Tablet War

by

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

Read more

Google to invest in non-core businesses + Motorola Mobile

by

Google Non Core BusinessThe Google Management highlighted three key areas of focus outside of the core ad business.

Chrome-based hardware: Chromecast, and broadening distribution of Chromebooks in partnership with OEMs)
Digital Apps and Content: Google Play is rolling out into new regional markets, and Google is
working to add to the available content (including textbooks and partnerships with HBO and DC Entertainment).
Enterprise Software: New enterprise clients include

Read more

GSM subscriber base grew strongly in September 2013 led by Airtel, Vodafone, Idea

by

The GSM industry added 4.4mn subscribers (net) during September 2013 led by the incumbent operators— Airtel, Idea and Vodafone (3.6mn combined). All private operators added subscribers, with Idea leading the way with net additions of 1.2mn.

The incumbents represented 81% of the additions, significantly higher than their GSM market share, which reflects the continued consolidation in the industry. We note that since January 2012, the top three players (Bharti, Vodafone India and Idea) have been able to increase their

Read more

Why Low Priced SmartPhones Key for 3G Data Uptake in India ?

by

Low Priced SmartPhones in IndiaOne of the key drivers for the Indian data growth story will be the availability of low-cost smartphones. We understand that c18m smartphones were sold last year in India and c25-30m smartphones are expected to be sold this year.

There has been significant progress already made, we believe the critical milestone will be when major brands such as Samsung, Micromax, HTC and Nokia are able to launch fully functional smartphones in the USD50 range. At present average price range in the branded smartphone segment is between USD175-500. We do believe that over the next 2- 3 years, India will be a market for refurbished whitebox smartphones as well.

One of the interesting moving

Read more

CDMA Voice Business Weakens Further – GSM Strengthens

by

Tata DoCoMo CDMA Business WeakThe long-term prospects for CDMA are challenging, and according to TRAI, at a time when the subscriber base for GSM increased by 65% in the last three years, CDMA recorded a decline of 30%. ARPU for in Dec-2012 for GSM (Airtel) was Rs 185 and that for CDMA (RCom) was Rs 117 a difference of 60%. RCom ARPU includes that of GSM as well.

Separately, we believe there could be a potential voluntary exit by CDMA players, provided the government/regulator agrees to compensate the CDMA players for forming the E-GSM band. We note that GSM players have suggested forming of the E-GSM band, which should release addition spectrum in

Read more

Who will Benefit from the Largest Global 4G / LTE Deployment in China?

by

China Mobile Market - Network GearUnlike in India where Reforms are driven solely by Agenda Driven Politics with Motive of Heavy Corruption, China has created a niche market for itself. They have created a eco-system of Network Gear Manufacturers which include top brand names such as ZTE, Huawei and China Communication Services. Over the next 12 months the Big 3 Operators China Mobile, Unicom and Telcom will start 4G/LTE capex cycle which would negatively impact their near-term earnings and could drive vendors’ re-rating on faster earnings growth. Long term, LTE could save data costs of Chinese telcos and drive data usage.

Chinese telcos will increase by 7% in 2013 and 4% in 2014, driven by LTE and transmission network capex. We expect total LTE capex to almost double in 2014 and

Read more

China Reports Strong group-buying Online e-Commerce

by

Chinese Group Buying RisingThe Latest China Group Buying reports indicate that total transaction value in July and August reached CNY3.03bn and CNY3.69bn respectively (up 56.2% in July and 74.9% YoY in August vs +56.4% in June), creating another new high in terms YoY growth in August, last seen in January. The number of vouchers sold in August increased by 47% YoY, compared to 15% YoY growth in the same month last year. Transaction growth in the first two months of 2H13 was driven by an increase in both the number of purchasers and average deal price.

The number of group deal buyers had been somewhat stagnant since it first reached 45 million in November 2011. Yet beginning from 2013, the number of purchasers has been

Read more