Monday, September 10, 2007

Shameerpet land prices stable


Shameerpet land prices stable

Indian marketcaps: Taking the number of $1 billion m-cap stocks to 149.

Indian marketcaps: Taking the number of $1 billion m-cap stocks to 149. Business Standard: May 22, 2007


Mumbai: The general market buoyancy and the rupee appreciation have resulted in 18 new stocks’ market capitalisation touching $1 billion, taking the number of $1 billion m-cap stocks to 149.

The $1 billion m-cap is based on the rupee-dollar exchange rates at the end of each calendar year. Monday’s market capitalisation was calculated on an exchange rate of Rs 40.68 per dollar. The dollar has depreciated by almost 8 per cent from 44.12 on February 7, 2007, to 40.70 on May 21.

On February 7, when the S&P CNX Nifty hit an all-time high, there were 135 stocks with $1 billion m-cap. Of this, Ansal Properties, Nagarjuna Constructions, Lanco Infratech and Shree Cement fell below the $1 billion mark on Monday.
TE Debutants
Mkt-cap (in Rs cr) (in Rs cr)
Idea Cellular 30,412 Reliance Natural 4,626
Power Finance 17,044 Wockhardt 4,552
Indiabulls Real Est 6,956 Max India 4,480
Indian Bank 5,527 Andhra Bank 4,346
Dish Tv 5,286 Syndicate Bank 4,246
Moser Baer 5,130 Praj Ind 4,222
Tata Tea 4,960 Cadila Healthcare 4,140
TV 18 4,808 Chennai Petro 4,037
Deccan Chronicle 4,677 Petronet LNG 4,016

Four stocks from the banking sector, two each from entertainment and pharmaceuticals, one each from constructions, engineering, information technology, telecommunication, shipping, finance, hotels, steel, power, and cement are the new entrants.

The 149 companies collectively account for 81 per cent m-cap of the BSE.

Eight stocks - Reliance Industries, Oil and Natural Gas Corporation, Bharti Airtel, National Thermal Power Corporation, TCS, Infosys Technologies, Reliance Communications and ICICI Bank — have a market capitalisation over $20 billion.

Of the entire lot, 19 companies have a market capitalisation of $10 billion against 13 in 2006, 7 in 2005 and 3 in 2004 - Oil and Natural Gas Corporation (ONGC), Reliance Industries and Indian Oil Corporation (IOC). In 2002, only ONGC had a total market capitalisation of $10.4 billion (Rs 49,876 crore).

Reliance Industries tops the list with its market cap crossing $60 billion to $60.36 billion (Rs 2,45,560 crore). The company’s market cap has appreciated by over $16.31 billion (Rs 51,188 crore) in last one-and-half months from $44.06 billion (Rs 1,94,372 crore) on February 7.

ONGC comes second at $49.09 billion (Rs 1,99,685 crore).
Bharti Airtel stood at third with $39.65 billion (Rs 1,61,277 crore).
NTPC $31.64 billion (Rs 1,28,712 crore),
TCS $29.76 billion (Rs 1,21,048 crore) at fourth and fifth place respectively,
followed by Infosys Technologies $27.57 billion (Rs 1,12,163 crore),
Reliance Communications $25.45 billion (Rs 1,03,519 crore) and
ICICI Bank $20.78 billion (Rs 84,528 crore).

China Mobile

China Mobile marketcap:Market Cap: 254.28B
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China claims to have launched the world's first 4G mobile communications system, even though it has yet to introduce 3G services. However Samsung of Korea made similar claims late in 2006.

In mid 2004 South Korea, Japan and China were reported to be collaborating on 4G technology. The joint initiative was aimed at creating phones for commercial use around 2010 and aimed at choking off the economic drain historically imposed on Asian cellphone makers by royalty payments for 2G and 3G technologies largely invented elsewhere.

4G phones will enable users to:
1. watch high-definition TV
2. browse the internet
3. hold video conferences
4. speak in other languages

Ki Tae Lee, president of Samsung's Telecommunications Network Business, said that Samsung hoped to "drive development and standardisation of 4G mobile technology ...and realise our dream to begin the 4G era." He added "We hope to work with associated parties for the successful commercialisation of 4G technology
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China Mobile marketcap:Market Cap: 254.28B
China Mobile Subscribers Surpass Total US Population

"The image is striking -- the equivalent of every man, woman and child in the U.S. using a cell phone," says Pohlig. "But it's important to understand that the per capita income of the Chinese subscribers is US$1700, not US$44,000 as in the United States."

Though Chinese subscribers rely on pre-paid phone cards and pay around 80% less than Americans for mobile phone service, their typical investment of $10 per month represents 7% (or more) of their monthly salary.

"Many Chinese spend a greater percentage of monthly income on pre-paid phone cards than Americans spend on food. This says a lot about the perceived importance of telecommunications in that society," Pohlig points out.

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Nokia predicts amount of mobile users in China to rise over to over half a billion in 07
The Finnish-based firm said in a statement that it also sees the ratio of replacement buyers growing from around 60 pct of the total handset device market, to over 80 pct, by 2010.

China is the world’s largest mobile-phone market, with 449.02 million users as of the end of October 07, according to government data.


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INDIA Mobile market
Indian Mobile Marketcap: 40 + 25 + 15 ( all other ) => $80 billion
Bharti Airtel stood at third with $39.65 billion (Rs 1,61,277 crore)
Reliance Communications $25.45 billion (Rs 1,03,519 crore)


The total number of mobile subscribers in India at the end of June was 185.13 million, compared to 40 million fixed-line subscribers.
asr: Adding 7 million users/month , for rest of 2007 7 x 6 = 42 milion bringing total 225 million by end of 2007

India Looks To Triple Wireless Users By 2011 - Among Fastest Growing Wireless Telecom Markets
Last year, 2006, India reported a wireless subscriber base of 149.5 million users. That’s a huge increase from the 85 million users India had in 2005. The most densely populated nation picked up upwards of 6 million wireless users every month, in 2006.

Dr Jagdish Rebello, principal of iSuppli Corp., projects a wireless user base of about 484 million by 2011 ( vs. China has 484 mill in 2007 so 4 years gap with china in #of subscribers ). Rebello attributes “A rise in per-capita income, the arrival of less-expensive phones, declines in tariffs, pro-industry and pro-consumer regulations enacted by the government and a host of other factors have been instrumental in driving this growth.”

Looks like India will be a wireless force to be reckoned with.
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The Research Room group published a free report with mobile subscription forecast s for 77 countries around the world. - posted 24-SEP-2003
- asr: what a great 3 year forecast predicted on sept/2003 ( post date of article ), the forecast is pretty close.

Important to note that the forecasts count mobile subscriptions - not users. This is why the penetration rates may differ from other research companies penetration rates. Many countries have their own dynamics - and often this may cause to inflate or deflate the penetration rate - but for the purposes of this forecast the penetration rate is considered to be Mobile Subscriptions divided by Population times 100. Countries such as Taiwan have penetration rates above 100% - this is due to the fact that subscribers often have up to 12 active accounts. Some attempt has been made to remove the "dead" subscribers from the numbers - the numbers are often reduced to counter-act the fact that some mobile subscribers keep accounts alive to inflate their numbers. If the mobile account has not generated any revenue for more than three months then the research room does not include this account within its forecasts.

An example, in order of % of estimated population:

# Canada: 18.6 million subscriptions, corresponding to 55.7%
# New Zealand: 2.6 million subscriptions, corresponding to 63.5%
# United States: 180 million subscriptions, corresponding to 64.4%
# Australia: 16 million subscriptions, corresponding to 77.4%
# United States: 180 million subscriptions, corresponding to 64.4%
# UK: 54 million subscriptions, corresponding to 88.3%
# Finland: 4.8 million subscriptions, corresponding to 92%
# Hong Kong: 7.1 million subscriptions, corresponding to 92.3%

With a not so big penetration, but of course a very high number of subscriptions is China, with 400 million subscriptions, corresponding to only 30% of the population.

Friday, September 7, 2007

Which iPod are you ?


Which iPod are you ?

Maybe you’ve got thousands of songs in your music library. Maybe you have just a few. Maybe you like watching video on the go. Maybe you just wanna grab some tunes and run. No matter where or what you want to play, there’s an iPod made for you.

Japan's Warp-Speed Ride to Internet Future




Japan's Warp-Speed Ride to Internet Future

The opening of Japan's copper phone lines to DSL competition launched a "virtuous cycle" of ever-increasing speed, said Cisco's Pepper. The cycle began shortly after Japanese politicians -- fretting about an Internet system that in 2000 was slower and more expensive than what existed in the United States -- decided to "unbundle" copper lines.

For just $2 a month, upstart broadband companies were allowed to rent bandwidth on an NTT copper wire connected to a Japanese home. Low rent allowed them to charge low prices to consumers -- as little as $22 a month for a DSL connection faster than almost all U.S. broadband services

Symbian upgrades its OS, fights off rivals

Symbian upgrades its OS, fights off rivals
- In 2006 Symbian had 76% share of the smartphone market, thanks to its very close relationship with Nokia (which owns 47.9% of the company, rest being shared amongst other handset makers), which had 56% share of the global smartphone market.

The new OS will allow Wi-Fi 3G roaming. Push-email and VoIP run over WiFi when in the office and automatically switch to 3G when on the move. In addition, Symbian has added real-time networking ensures that VoIP is not interrupted when other IP-based services, such as web browsing or push email, make a connection.

The new version will give multimedia features a major boost. The camera features would now include image orientation, image distortion correction auto-focus such as red-eye reduction - 35 improvements you find in a typical standalone digital camera.

The system will have better connectivity with home computers, via wireless and The new OS upgrade supports multi-standard digital TV (DVB-H, ISDB-T) and standardized LBS.

Who’s Afraid Of Apple & Google? Not Symbian


Smart phone OS wroldwide market
Who’s Afraid Of Apple & Google? Not Symbian