Discover and read the best of Twitter Threads about #CPaaS

Most recents (3)

CPaaS & general Cloud Communication Sector will surprise everyone on the upside in India - expect it to exceed global CAGR avg.

Big theme for this decade - direct correlation with Digital theme.

Indian retail investors shouldn’t miss this opportunity.

gartner.com/doc/reprints?i… ImageImageImage
Since timing the market is near impossible, interested investors should SIP in related stocks of their liking after due diligence.
Potential: look at Twilio’s valuations-revolutionized communications in US(a matured digital economy)in 13yrs of its existence

India will have digital maturity by~2025

No rocket science-successful Indian player will repeat Twilio/Sinch

Some useful articles in embedded tweets👇🏼
Read 5 tweets
Thought of developing a bit more on comparisons being made between Route and Tanla

Both are in an undeniably hot sector and therefore attracting lot of attention

One needs to b careful while making any loose comparisons of Tanla & Route

(1/n)
#TanlaPlatform #Tanla #RouteMobile
When one dispassionately looks at both scrips, it can be easily seen that they are miles apart on financials,business operations, promoters, clients, regulatory front

Will list some of the reasons here below for everyone's consideration.

(2/n)
#TanlaPlatform #Tanla #RouteMobile
While reading this, please take your eyes off the share prices and price action because that doesn't represent value - price largely just represent sentiments.

(1) Route is a recently listed company post IPO in September 2020...(contd..)

(3/n)
#TanlaPlatform #Tanla #RouteMobile
Read 23 tweets
H1 results will b a revelation 4 lazy P&L st analysts making YoY compare bt discounting cash flow/EPS

& H2 is seasonally better

Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
And the proof is here:

#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :

Result: bseindia.com/xml-data/corpf…

Presentation: bseindia.com/xml-data/corpf…

PressRelease: bseindia.com/xml-data/corpf… ImageImageImageImage
Read 17 tweets

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