Recently, I stumbled across the below report India Services Sector | A Multi-trillion Dollar Opportunity for Global Symbiotic Growth. While the report proceeds along predictable lines of asking industry status, subsidies and more infrastructure with less taxes(:D), this was quite useful to provide base rate data and some context for India shining. Some views basis that report(Italics is quotes from report, with my comments in normal text with listed company names in bold. Please note, this DOES NOT CONSTITUTE INVESTMENT ADVICE
http://www.gesdelhi.in/images/pdf/deloitte-cii-ges-2017-interactive.pdf
Conversion of 75% of the
existing single screens into two screen
multiplexes can unlock revenues of INR
40-50 billion for the film industry through
higher average ticket price, occupancy
rate and advertising and food and
beverage revenues This is nearly 30% of the present realization. Could be positive for UFO Moviez.
In India, fantasy
sports is called ‘game of skill’ which is
outside the purview of gambling. With
rising number of sports enthusiasts,
internet penetration and usage of
smartphones, India would be an obvious
destination and business choice for
fantasy sports operators. Nagaland is
the only state in India that has issued
online gaming licenses for skill games
including fantasy sports Will Delta Corp be able to capitalize on this or be disrupted? Already, virtual gaming is big abroad.
The Ministry of Urban Development has
come out with a Smart National Common
Mobility Card (NCMC) model to enable
seamless travel by metros and other
transport systems across the country, as
well as retail purchases. If this disrupts wallets, impact on PAYTM
The
government has accorded CGD network
the status of public utility. This will allow
the CGD system to increase its reach and
make it comparatively easier to secure
government licences and clearances Increasing competitive threat to Adani Gas Indraprastha Gas, Mahanagar Gas
• The government has in-principle
approved the decks for use of LNG as
an auto fuel. The draft norms for LNG
application in road vehicles will be ready
in FY2018 Demand to explode for listed gas players?
Facility management has
become a tool that allows businesses
to integrate their noncore activities,
focusing attention on core activities...Government regulations including Private
Security Agencies (Regulation) Act 2005
and Foreign Direct Investment Policy
and Goods and Services Tax is building
the foundation for a key segment of this (Facility management) sector. Positive for Teamlease
As companies increase
their workplace wellness expenditures,
it generates many related business
opportunities, including a proliferating
number of third-party providers that
supply services, products, and platforms
(e.g., screening assessments, diagnostic
tests, incentive programs, wearable
devices, counselling services, etc.) Positive for listed diagnostics and health insurers
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