저자: 미상 · 외국인
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결론: 나자라 테크놀로지즈 IPO에 대한 긍정적 평가이나, 구체적 매수 권유나 가격 예측은 없음. [사업 개요] 나자라 테크놀로지즈는 모바일 게임 개발·서비스 회사로, 라케시 준준왈라가 약 10.8% 지분을 보유. 이번 IPO에서 준준왈라는 지분을 매도하지 않을 예정이라고 언급. [사업 지표] 월간 활성 사용자(MAU)는 200만 명 이상으로 언급(자막상 수치 불명확). 매출 구성은 게임 외에 교육, 스포츠, 구독 등으로 다변화. 지역별 매출은 북미 41.64%, 인도 41.1%로 언급. [산업 규모] 글로벌 게임 산업 규모는 2017년 대비 크게 성장해 약 1575억 달러로 음악·영화 시장을 크게 상회한다고 설명. 인도 온라인 게임 시장은 약 15억 달러로 볼리우드(약 9억 달러)보다 크다고 비교. [재무] 매출은 2018년 약 20억 원대(자막상 20크로르 추정)에서 이후 크게 증가했으나 순손실 구간 존재. 최근 기간 기준 영업이익률 약 -2.4%, 순이익률 약 -10% 수준으로 제시. 상장 시 시가총액은 약 6,000크로르 수준으로 언급, 주가매출비율(PSR)·PBR 등 밸류에이션은 프리미엄으로 평가. [투자 포인트] 스마트폰 보급 확대, 인터넷 속도 향상, 데이터 요금 하락, 1인당 소득 증가가 산업에 우호적. 자산경량형(capex 부담 적음) 사업 구조 강점. [리스크] 소송 등 우발채무 약 11크로르, 드림11·MPL 등 신흥 경쟁사 증가와 고비용 마케팅, 높은 밸류에이션(PER 약 30 언급) 부담. [출연자 전망] 진행자는 투자 판단을 시청자 자체 리서치에 맡기는 중립적 입장. 특정 가격 방향 예측이나 매수·매도 권고는 명시하지 않음.
다듬은 글
friends, let's talk about some games which you use a lot on your mobile phone like Subway Surfer, apart from this Candy Crush, these are some such games which you must have played a lot in your mobile phone, but if I ask you whether you want to buy shares of the company which makes games or not, then the topic comes about the upcoming IPO because this is a very interesting IPO for you, whose name is Nazara Technologies and what this IPO does is it makes different types of games which you people like me can write, friends, another interesting fact is associated with this company that the name of the richest person is also associated with this company, so let's start, let's talk about Nazara Technologies, you should subscribe to the full details, welcome to the YouTube channel, let's start today's video, Nazara Technologies was 99 that is a mobile company, this company provides interactive and to its customers, friends, if we talk about this company, then not only Rather, apart from this, some other things like the company's business in America, friends, I was telling you about the company's business, now at this point, do not forget to subscribe to each other at the subscribe time, friends, this company is a player in this film and apart from this, in on-demand content, that is, inside it, and here there are some such games which have done their work in this segment, friends, if I tell you the names, some games which come under sports, carrom class and apart from this, World Cricket Championship, these are some such games which come under service statement and which are also very famous in India among a lot of people, now friends, if we talk about Rakesh Jhunjhunwala, then Rakesh Jhunjhunwala has a 10.8 percent stake in this company and the interesting fact is that through this IPO which is coming, Rakesh Jhunjhunwala is not going to sell it on his own, whenever this company is discussed, monthly active users become very important, for any company, what are monthly active users, so if I talk about 1 month So, how many users came on this app within a month, did they play any game in different ways, if we talk about Nazara Technologies, then their monthly active users are more than 200, which will give you an idea of how many games are used and played by people.
Now friends, after this, let's talk about the poor company, whatever revenue it earns, how much percentage of its revenue comes from different business statements, for that I will take you on our skin, as we can see inside our skin, these are different business statements which Nazara Technologies front, such as gym, finally, learning, sports, subscription to the channel separately, if we talk about till now, the total revenue of the company was from subscribing to 20 Katha, so if we talk about subscribing to more channels, then it used to come from earlier, which used to be 4% through subscription, that is, in the time of Krishna, the revenue of the company It is much bigger than Give Me Finally Learning, let's talk about business sentiment now, geography, from which country this company has been getting how much revenue, so let me take you on my journey, so friends, as we can see on this screen that if we talk about the revenue till 30th September 2013, then the biggest revenue source comes from North America, which contributes 41.64% to the total revenue, after this, as it is expressed, 41.1% of this company comes from India, if you go back together, you will see that the major revenue of India used to be, which was 59% and together it used to contribute only 1.1% more than North America, so today the total percentage of the company has subscribed to its channel is a little less, so after explaining about the company, now let's talk about the entire industry, so how much revenue does this entire company get and how big is its market We will compare the entire world's movie and music segments.
So, let me quickly take you on a journey. Friends, as you can see on my journey, in 2017, the total gaming industry was worth $10 million, which has now grown to $157.5 billion. So, if we talk about the gaming industry today, then this industry has surpassed the music and movie segments by a huge margin.
If we talk about the movie segment here, it is worth 138 billion, and music cafes are around 1,000. Friends, in this comparison, we compared the entire world market with music and movies. We want to see what happens if we compare the competition with Bollywood, so for this, I will take you on a journey.
Here, you can see that if we talk about Twenty20, the total gaming segment of India is around $1.5 billion, and Bollywood is worth 0.9 billion. It is around US dollars, which means that the entire online gaming industry is much bigger in comparison to the entire Bollywood. So friends, see here 223 is being done that more than 50 channels of this industry are subscribed.
Let's talk about the company's share, how has the company's revenue and profit been made in the last some time, so let us see on our skin, you can see here that if we talk about 2018, then the total of the company was 20 crores and in 2008 it becomes Chittor, but if we talk about profit here, then the profit of the company increases from one crore to 6 crores, that too within 220, the revenue of the company increases significantly and reaches 202 crores, but the company becomes a loss making company and the profit after tax of the company becomes negative 226 crores, if I talk about till 30th September, then the company has so far reviewed 200 crores and the profit after tax of the company is around 10 crores.
If we talk about operating profit margin, then the company The operating profit margin of the company is negative 2.4 percent, that is, the revenue of the company and the operating profit margin of the company. If we talk about the revenue of the company, then after that the profit of the company is taken out, then the net profit margin of the company is negative and around 10 percent.
The company wants to be listed at train number 220 price. According to that price, the market capitalization of the company will be around 60 crores. So, we cannot talk about the British right now because the company is currently a cosmetic company. So now let's talk about the price to book value. If we talk about the major players of Nazara Technologies, then the price of the company is around 100 crores.
So friends, whenever an online company is talked about, the price becomes very important, that is, if you look at a share, how much is the sales of the company in comparison to that, at what price is it being sold? If we talk about the price sales of Nazara Technologies, then currently that number is around -30.
At the same time, the debt equity ratio of the company means that the company has There is a company. Let's talk about investing. So, first of all, I will talk about subscribing. It is a whole industry here, due to which this quality can be seen. First of all, smartphone penetration in India has been seen in the last few times.
In the last few years, it has been seen that smartphone penetration has happened on a very large scale, and even now this huge penetration will not happen in the future because the prices of smartphones have come down significantly. This has become possible due to which the gaming industry has seen a lot of growth in the last few years.
And if more growth is seen in the smartphone market in the coming time, then the direct advantage will be for this industry only. But if we talk about the internet speed here, it has increased a lot in the last few years and the four things related to data have also reduced significantly, that is, the difference in the pricing rate in the telecom sector has happened to the entire industry.
But if this industry benefits, then the company also benefits directly because the internet is used a lot for all the games that are played normally these days. This is done because a lot of people play multiplayer games, due to which the enterprises are less and the internet speed is high. Harrison's time combined advantage has been seen in the industry.
Come on friends, the growth in per capita income is the increase in people's disposable income. This has been seen in the last few times, which means that when you make online payments, then people who have more time and more disposable income normally do it, due to which the company, friends, if we talk about the whole village, then there is a leadership in the whole company, that is, in a way, it can be considered as a subscriber.
Along with doing this, there is also a lot of good. The company had joined a company named Next Web to improve its products in cricket, which makes it clear that the company is hiring from time to time. Next friends, the user base of the company, that is, the number of monthly active users, is seven million users, so you can understand how many users the company has who visit their applications daily, so if in the coming time the company's efforts are to improve them in a good way.
If the company is able to heat and type, the company's revenue can increase significantly, but in the future, we will have to see how the company uses its active users to fold its attitude. Next, friends, the companies in this industry operate in a straight-line business, which means they don't have to make any capital expenditure to grow their business.
So, it is good for any company if such a business exists. Let's talk now, that is, it can be for investment. First of all, friends, if we talk about the company's financial year, then the company has done so far and if you talk about subscriptions, then it is around there. At the same time, the prices of the company are around thirty, which means that if the price is correct, then the company's price to earnings will be so high, due to which it can be assumed that the valuation of the company is a little premium.
Friends, there are some civil legal cases against the company, whose total liability is around 11 crores, friends, due to which the company makes its mistake within the tweet itself. Recent Times A lot of competition has been seen in the food sector. There are some new players there who have tried a lot to capture the market.
They have also done quite expensive marketing, like if I give you some examples of Dream11, apart from this, Mobile Premier League, many such stations have come up in Edison's time and are running their business in this segment. So friends, after this, let's talk about if you should invest here, then what are those important numbers which you need to know about.
Before doing so, friends, if you want to invest in the IPO of Nazara Technologies, then its listing will open from 17th March, so you can invest between zero to nine and the tentative date has been kept for the month of March, which means that on one March you will have to do one to appoint the CEO of this company and it has been kept for 10 and it will have to be set for anything in between 2006.
So friends, this was our today's video, in which you will get information about Nazara Technologies. Wanted to tell about it so that it can reach you, by using it you can see whether you should do it or not, apart from this friends subscribe to do your research, there is no need to send it at all, if you liked the video then like it, tell us by commenting what you think you should, apart from this friends if you have not subscribed to our channel yet then quickly subscribe to the group channel so that you do not miss any of our important videos, happy meeting hai jhal, in English it is a little small terrorism prevention Singh Chief Investment Officer, till then we are involved in fixing, well according to 10 inch mystery
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