Internet Businesses Productivity – Traffic Up, Recovery still to come

Leading Internet company InfoEdge released some interesting numbers to us. The 2020 August Naukri.Com’s Jobspeak indicates hiring activity in the IT / ITeS industries was up 14%/16% MoM. Hiring trends in Auto & auto ancillary, BFSI and Construction / Engineering/ Cement / Metals companies also improved 17%, 12% and 3% MoM, respectively. However, hiring activity was down 10% MoM in Oil & Gas / Power / Infrastructure industry and overall hiring situation continues to remain substantially weak on a YoY basis (-35% YoY).

What does Similarweb’s Internet Trends Indicate ?
In recruitment classifieds segment monthly traffic trends in

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Indian Internet Survivor & Leaders Get More Funding in 2017

Funding environment for internet/e-commerce companies in India seems to be reviving after the lull in 2016. Boosted by a few large deals, PE/VC funding has reached US$6.7 bn in 2017 (till August), compared with US$2.3 bn in 2016 and US$5.4 bn in 2015. However, unlike 2015 when funding was more broad based, PE/VCs are now making concentrated bets in a few large companies in order to have stakes in eventual market leaders.

Large investors such as Softbank, Alibaba, Tencent and others have led relatively large funding rounds in e-commerce companies such as

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Who are the Leaders in Chinese Internet Finance – Part 1 ?

China Internet Finance - ReviewWe’d like to enlighten Entrepreneurs in India about the traction in the Chinese Internet Finance market and weigh their business strategies as many have achieved over 300% YoY growth in the latest quarter/month. This is as a result of (1) rising demand from younger generation of consumers, who are more receptive to purchasing with credit, (2) better designed product catering to specific usage scenario, and (3) improved system robustness, data integration and internal operation process to serve the volume pick up.

WeBank, founded in late 2014, is the first private internet bank in China. Company faces challenges from consumers. Tencent owns a 30% stake in WeBank. Weilidai Micro Loan – product was specially designed to optimise customer experience with an effective risk control system, based on multidimensional user

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Indian Internet Companies Revenues Soar, Losses Mount

Indian Internet Companies ProfitsAnalysis of recently reported 2015 financials of 22 unlisted e-commerce companies reveals some interesting trends: (1) these companies posted revenue growth of 191% yoy, with marketplaces leading the pack at 475% revenue growth (not GMV), (2) in most other categories (barring marketplaces), loss was magnified by high cash-burns from 1-2 players (for instance, in real estate). Several companies (general + real estate classified companies in particular) spent aggressively on advertising to gain traffic and market-share.

e-tailers is the only category where loss margin declined yoy (though loss in

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Peek Into Infoedge Investee Companies – Zomato, MeritNation, MyDala

Meritnation - Infoedge CompanyInfoedge has invested a total of Rs2.8 bn, in nine Internet start-ups since listing in 2007. Of these, detailed financials for two companies, namely Zomato and Meritnation. Management views these as high risk-high return investments. It believes the benefits derived from even one success story could completely outweigh the losses on others. Further, it believes these are necessary to keep attracting people with new ideas and to stay ahead of the competition.

The largest investee companies, namely Zomato and Meritnation, appear well-funded for now. Both of these are tiny compared to international comparable. They are seeing strong

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