Unlocking the Future – Newsletter by Flamingo Consultancy Group

Dear Flamingo Lovers,

We are back with News and Events shaping local and global events after India celebrated its 74th Independence day in a style compelled by the pandemic.
Here we begin:

Goldman On RIL-FB & Internet Business Size:

Image Source: https://yespunjab.com

• Goldman analyst pens down that RIL & FB partnership could increase monetization level of internet and garner 25% of all internets Gross Transaction Value by 2025.
• RIL JIO does have internet users of little over 40 cr Indians on its net work and out of them, 10 cr users do generate business on RIL-FB duo partnership.
• E-Commerce will be the biggest battleground by Indian Internet companies with a potential addressable market size of $ 112 billion by 2025, this market size translates into Rs 840000 cr.
• RIL-FB duo is estimated to Gross Transaction Value of $ 35 billion (RS 262500 cr) by 2025, being capturing 31% of the total market share.
• GOLDMAN further estimates that E Commerce and Mobile Payments market size to reach $ 1 trillion in India by 2025.

Auto Data- Interesting Comparison with CHINA:

Image Source: https://steelguru.com/

• 4W units sales estimated at 19.14 lacs for the year 2020-21. The highest data stands at 33.70 lacs units for the year 2018-19.
• 2W units sales estimated at 120.18 lacs for the year 2020-21. The highest data stands at 221.80 lacs units for the year 2018-19.
• 3W units sales estimated at 4.65 lacs for the year 2020-21. The highest data stands at 7.01 lacs units for the year 2018-19.
• CV sales estimated to be at 4.13 lacs units. It remained at 5.33 lacs units during the year 2009-10.
• Now, EYE a Chinese data just for the month of JULY, 2020;
• Retail Passenger car sales surged 7.7% in July 2020 as compared to July 2019 and units sales stand at 16 lacs cars.
• We need to have a close look and do compare with our miniscule data and extrapolate our thinking process for years to come and where we can reach in terms of AUTO sector outperformance.
• The industry is crying for government support in terms of GST rationalization and if done, the sector will become a roaring once again. Till this point of time, nobody is listening to their woes.

APPLE Market Capitalization on U.S Bourses:

Image Source: https://www.firstpost.com/

• APPLE is now closing in on the milestone of being the first company to be valued at $ 2 trillion. It is interesting to dig out some of the facts to justify whether they deserve the valuation of this size.
• Its shares are trading at 30 times forward earnings, nowhere near the 122 times that of TESLA.
• It has got cash balance of $ 194 billion and its year 2020 free cash flow is expected to be little over $ 65 billion.
• It has already returned $ 476 billion to its shareholders since year 2012. To conclude, it’s really harder to call out the valuation in a bubble zone.

Bonds Market In U.S Signals Differently:

Image Source: https://www.investopedia.com/

• The Bonds market in U.S may be on hang on mode for the moment. There has been a few interesting shift and a notable change in sentiment happening.
• Now, the market expects interest rates there to remain in the positive territory throughout all of next year.
• The traders price move interest rates to prevail below ZERO in the first half of the year 2020.
• A rapid move higher in yields would upset a lot of investment apple carts and spark a rotation in equities that investors are likely not yet positioned for.

World Has Got Crazy People & Do Have They Crazy Hobby Too:

Image Source: https://apnews.com/

• $ 1.5 million tag on a MASK, yes this is a fact, going to be the costliest FACE MASK.
• A Chinese businessman has placed an order with an Israeli Jewelers Firm, it will be made with a 18-KARAT WHITE GOLD and be adorned with 3600 diamonds. Doesn’t look like a crazy?
  This and many more interesting to share with all of my FLAMINGO LOVERS, We meet next week, till then, GOOD BYE.