Japanese Mobile / Internet Stocks Rise 75% YoY on Better Profits

by

Japanese Internet Mobile Stocks on Fire38 leading companies in the Japanese Internet (including games) and IT services sector have climbed 71% by end-September 2013. We think the rise in valuations is in large part a reflection of the higher rate of profit growth forecast for FY13.

The Order of preference among subsectors has been e-commerce > IT services > advertising > digital content (games). It is the reflection of the improving macro environment and increasingly swift uptake for smartphones and tablets. Among users of the Internet—including smartphone users—appetite for online shopping is voracious. Advances in advertising

Read more

Better than Skype and Viber – A Cheap, Easy Way to Make International Calls!

by

Anyone who has used calling cards, Skype or Viber to make international calls from Ireland is aware of all their drawbacks. For calling cards, you need to constantly add money, enter long pin numbers, and if you run out of minutes, you can get cut off mid-sentence. With Skype and Viber, you need to always ensure that the person you are trying to reach has access at the same time that you do. And let’s face it – who hasn’t had connection problems with Skype and Viber?

And that is where eMobile comes in. eMobile is an international

Read more

How Whitebox and Emerging Markets Will Lead SmartPhone Sales Growth ?

by

WhiteBox SmartPhones in AsiaThe next leg of growth will be supported by emerging markets. This will drive a shift towards commoditisation and standardisation, facilitated by lower barriers to entry. With the whitebox market (no-brand) accounting for c21% of handset revenues in 2015 (up 2ppts from 2013), third place after Samsung’s 31% share and Apple’s 24%.

Analysts forecast for whitebox smartphones by 18%/40% for 2013/14 and also increased Average Selling Price [ASP] forecast by 19%/40%. We expect feature phones to account for only 4% of handset market revenues in 2015 with feature phones, driving

Read more

How does the Apple Product Launch Roadmap Look Like ?

by

Apple Product Launch RoadmapWhile Apple would like to pull the iPhone 6 launch forward, we believe that it is highly unlikely due to the switch to a new display technology (in-cell for the iPhone 5 and 5s to on-cell for the iPhone 6). The iPhone 6 will likely have a new design and 4.8” display.

Apple and the OLED
For the iPhone 5, Apple took a more revolutionary approach and used the first massmarket in-cell display. An in-cell display embeds the touch inside the LCD array in an elegant design that is even thinner and lighter than GF2. Unfortunately, after investing so much to develop in-cell, Apple discovered that it does not scale well beyond 4” displays. In comparison, Samsung is using on-cell OLED displays for its flagships phones. OLED has the advantage of not requiring a color

Read more

Spice Mobile Launches Smart Flo Pace 3 Android Mobile Price

by

S Mobility Limited S Mobility Limited [Spice], India’s leading mobile internet company, today launched Smart Flo Pace 3, the 5 inch slim capacitive touch screen smartphone, supported by Jellybean 4.2 and a 1.3 GHz Dual Core Processor.

Smart Flo Pace 3 (Mi-502n) features connectivity facility through EDGE/GPRS, Wi-Fi, Bluetooth, Micro USB and Proximity Sensors. Apps such as Hoopz, Nimbuzz and WhatsApp come pre-loaded on Spice Smart Flo Pace 3 and it also features a 3.5 mm universal jack for the best music

Read more

How Content and Advertising eco-system is evolving for MultiScreen Connected Web ?

by

Content-Advertising for Mobile WebThese days it is common to see when performing online activities, consumers prefer to move between devices[Browsing Web on your iPad and accessing Facebook / WhatsApp on Mobile]. In addition, increasingly, consumers apply two or more devices simultaneously, such as finding critics’ reviews or cast information on mobile phones while watching a movie. Given consumers’ multi-screen activities, cross-platform marketing strategies demonstrate favorite outcomes, especially those campaigns that are packaged with mobile ads.

Multi-Screen Mobile Advertising Strategies
Thus, we think that mobile ads could be more effective

Read more

How Disruptive Technologies Displace the Leaders of Industry ?

by

A disruptive technology is an innovation which creates a new market or value network and eventually goes on to disrupt an existing market or network.

The concept of ‘disruptive technology’ (or ‘disruptive innovation’, since it can consist of business models too) was invented by Clayton Christensen in his 1997 book The Innovator’s Dilemma.

Christensen focused on innovations that break the usual pattern of companies producing higher-spec products at a higher price (he called these conventional advances ‘sustaining technologies’). Disruptive technologies, at least in their early years, typically offer

Read more

Japan, Korea and China Lead Mobile Gaming in Asia

by

Mobile Gaming Trends AsiaThe mobile games market in Asia is starting up rapidly in South Korea and China with the uptake of smartphones. We estimate that the leaders in terms of billings have already reached monthly sales of the ¥1bn level, and that many titles now have sales that bear comparison with top-class native apps in Japan—apart from Puzzle & Dragons with its monthly sales exceeding ¥10bn.

ARPU improvement now looks likely, driven by smartphone uptake and enriching of game content. Against this backdrop, some Japanese packaged software makers and social app providers have started to launch Japanese-made game titles in South Korea and China, and are taking steps aimed at achieving profitable operations. We spotlight the success of Square Enix Holdings’ Kaku-San-Sei Million Arthur as a forerunner of this

Read more

Yandex Gets 50% of Russian Online Media Spend – Google Trails

by

Yandex Numebr One Search CompanyYandex operates a number of web sites and services including Russia’s most-popular internet search engine (~60% market share), which uses the company’s proprietary algorithms, as well as other services including Yandex – Maps, Mail, Videos, Classifieds, product comparison, weather and Yandex.Market. The company has recently expanded into providing mobile applications as well as its own proprietary browser. Geographically the company serves primarily the markets of Russia, Ukraine, Belarus, Kazakhstan and Turkey

Yandex generates currently

Read more

Global Mobile Internet Access Penetration

by

As traditional online access forms the majority of traffic and revenues for internet stocks but companies are actively pursuing mobile opportunities, the increased migration of traffic to mobile access is both a major threat (should companies not be able to adapt quickly enough) and a major opportunity (as mobile creates opportunities for increased traffic and new potential for monetisation).

As per J’son & Partners Consulting, mobile internet access penetration in 2012 is as shown in the chart below.

Read more