News

Diet Report- Internet - Q-commerce: The disruptive distribution model By Elara Capital Q-commerce: The disruptive distribution model    The recent trend of on-boarding new categories – Beauty and Personal Care (BPC), D2C brands, apparel – to quick commerce (Q-commerce) platforms is set to challenge incumbent e-commerce platforms/retail giants. Led by convenience-led purchases, Q-commerce plays are also featuring selective white goods (by OEMs). But related offtake may be limited in our view – White good...
Diet Report- Internet - Q-commerce: The disruptive distribution model By Elara Capital
Diet Report- Internet - Q-commerce: The disruptive distribution model By Elara Capital
Source: Elara Capital
2024-05-16 12:08:17 pm
Diet Report- Internet - Q-commerce: The disruptive distribution model By Elara Capital Q-commerce: The disruptive distribution model    The recent trend of on-boarding new categories – Beauty and Personal Care (BPC), D2C brands, apparel – to quick commerce (Q-commerce) platforms is set to challenge incumbent e-commerce platforms/retail giants. Led by convenience-led purchases, Q-commerce plays are also featuring selective white goods (by OEMs). But related offtake may be limited in our view – White good...
Diet Report- Internet - Q-commerce: The disruptive distribution model By Elara Capital
Diet Report- Internet - Q-commerce: The disruptive distribution model By Elara Capital
Source: Elara Capital
2024-05-16 11:10:05 am
Sector Update Internet -Global Ad Tech Update - Video/e-comm maintain ad.momentum By Elara Capital Video/e-comm maintain ad.momentum Momentum maintained in ad spends; video consumption shoots up Digital ad tech giants have reported yet another healthy quarter for advertising spends, as ad revenue for Alphabet/Meta grew 13% YoY/26.8% YoY in Q1CY24. This was helped by: 1) a surge in video consumption across Meta’s platforms, with >60% of ‘user time spent on Facebook and Instagram’ dedicated to watching video content and 2) record number of YouTube channels uploadin...
Sector Update Internet -Global Ad Tech Update - Video/e-comm maintain ad.momentum By Elara Capital
Sector Update Internet -Global Ad Tech Update - Video/e-comm maintain ad.momentum By Elara Capital
Source: Elara Capital
2024-05-10 12:35:01 pm
Media & Entertainment and Internet - Mixed ad spend, elections only respite - Quarterly Preview By Elara Capital Mixed ad spend, elections only respite Moderation in decline of TV ad revenue Ad revenue growth has been declining as a few verticals, such as telecom, education, and eCommerce are not doing well except FMCG, which has seen respite. We expect ad revenue to dip 2% YoY for Zee Entertainment (Z IN) in Q4FY24E despite stable viewership share across genres whereas Sun TV (SUNTV IN) is set to decline by 1% Yo...
Media & Entertainment and Internet - Mixed ad spend, elections only respite - Quarterly Preview By Elara Capital
Media & Entertainment and Internet - Mixed ad spend, elections only respite - Quarterly Preview By Elara Capital
Source: Elara Capital
2024-05-07 12:53:22 pm
Sector Update Internet - Global Digital Advertising : Digital spends see double-digit growth By Elara Capital Digital spends see double-digit growth Momentum maintained in ad spends; e-commerce outperforms Digital ad tech giants have reported a sharp rebound in advertising spends as ad revenue for Alphabet/Meta grew 11% YoY/24.2% YoY in Q4CY23, the highest since the past four quarters. This was helped by: 1) festive season, 2) better growth in emerging nations and 3) traction in online commerce vertical for advertising spends.&nbs...
Sector Update Internet - Global Digital Advertising : Digital spends see double-digit growth By Elara Capital
Sector Update Internet - Global Digital Advertising : Digital spends see double-digit growth By Elara Capital
Source: Elara Capital
2024-04-15 09:19:01 am
Sector Update: India Internet From Clicks to Cash Profitability Paradigm in Ecommerce By JM Financial Institutional Securities E-commerce penetration plateauing for big-ticket items and rising for long-tail products: In big-ticket categories such as large electronics and mobiles, 70%+ of our survey participants do shop online already. Predictably, 52% participants had 50%+ online wallet share for mobiles while the same was only 27% for large electronics. However, 55% / 50% of people shopping large electronics / mobiles online answered negatively when asked about their willingness to increase their online wallet ...
Sector Update: India Internet From Clicks to Cash Profitability Paradigm in Ecommerce By JM Financial Institutional Securities
Sector Update: India Internet From Clicks to Cash Profitability Paradigm in Ecommerce By JM Financial Institutional Securities
Source: JM Financial Institutional Securities
2024-02-24 04:26:29 pm
Buy CE Info Systems Ltd For Target Rs.2,625 - YES Securities Inline financial performance with robust outlook for H2FY24 Result Synopsis CE Info Systems (MAPMYINDIA) reported inline financial performance for the quarter. Both, the sequential revenue growth and EBITDA margin were as per expectation. It reported sequential revenue growth of 1.9% QoQ(up 19.4% YoY) led by C&E Market Segment which was down 10.6% QoQ (up 15.8% YoY) and A&M Market Segment which was up 16.5% QoQ (up 23.1% YoY). There was sequential improvement in EBITDA margin(up...
Buy CE Info Systems Ltd For Target Rs.2,625 - YES Securities
Buy CE Info Systems Ltd For Target Rs.2,625 - YES Securities
Source: Yes Securities Ltd
2023-11-20 02:44:53 pm
Internet Sector Update : Our survey reveals - Advertising on food aggregators is a HIT; eB2B getting good traction By ICICI Securities Our survey reveals - Advertising on food aggregators is a HIT; eB2B getting good tractionWe surveyed 220 restaurants across 40 cities and towns pan-India between 25th Aug?23 ? 10th Sept? 23, to assess various parameters such as take rates charged by food aggregators, restaurant level AOVs, propensity of restaurant partners to advertise on the food aggregator platforms, ad-spend effectiveness for restaurants and usage of Hyperpure (Zomato?s B2B e-commerce offering) by restaurants. We highli...
Internet Sector Update : Our survey reveals - Advertising on food aggregators is a HIT; eB2B getting good traction By ICICI Securities
Internet Sector Update : Our survey reveals - Advertising on food aggregators is a HIT; eB2B getting good traction By ICICI Securities
Source: ICICI Securities
2023-09-17 10:13:06am