Discover and read the best of Twitter Threads about #INTELLECT

Most recents (14)

15 Stock Catch up with Janak - 31 Oct'22. 🧵 Covered:
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect

Disc: Not a reco
1. #HeroMotoCorp: Company saw growth of 20% over the corresponding festive period of FY22 (Positive)

2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
3. #Olectra Greentech: Net profit at Rs 7.4 cr Vs Rs 3.6 cr (YoY) Revenue at Rs 177.3 cr Vs Rs 71.4 cr (YoY) (Positive)

4. #HFCL: Received order worth Rs 115 cr from Reliance Projects & Property Management for supply of Optical Fiber Cables. (Positive)
Read 9 tweets
INTELLECT DESIGN Analysis !!
#Intellect

A detailed #Thread below 🪡🧵
#StockMarket #Investing
About -

Intellect Design Arena is engaged in the business of software development & delivers financial technology products for the BFSI (banking, financial services and insurance) domain. Intellect Design Arena has a comprehensive portfolio of products across Global consumer
banking (product name: iGCB), central banking, Risk & treasury management (product name: iRTB), Global transaction banking (product name: iGTB) and Insurance (product name: SEEC). The co is headquartered in Chennai & has a global presence across the world & serves 240+ clients .
Read 23 tweets
there r many ways to look charts.
Short term
very short term
long term and very long term.

like if I see this short term chart which is 75 min chart.
I can say after a correction price started upward journey and gave a breakout...
#75min charting
#veryshortterm
this short term chart i.e daily chart says -- stock just came out of correction mode and ready for new upmove.
weekly suggest - consolidation from many months and about to breakout with a question -- already 15x from bottom - should I go long?
Read 5 tweets
#ExperienceReality
#VipassanaMeditation
#Buddha discovered the way:
Whenever you experience any #Sensation
Due to any reason, you simply #Observe it
🙏
Every Sensation Arises & Passes away.
Nothing is eternal
When you practise #Vipassana
you start experiencing this
☀️By #SNGoenka Image
#VipassanaMeditation
#Sensation Arises & Passes away
🙏
#DirectExperience
This is how your received #Wisdom &
#IntellectualUnderstanding turn into
personally #ExperiencedWisdom
☀️
This #Experience of #Anicca « #Impermanence »
will change the habit pattern of the mind
By #SNGoenka
#Sensation
#ExperienceReality
#VipassanaMeditation
🙏
He dwells #Observing the phenomenon
of Arising in the body.
He dwells Observing the phenomenon
of Passing away in the body.
He dwells Observing the phenomenon
of Simultaneous Arising & Passing away in the body.
☀️By #SNGoenka
Read 18 tweets
Intellect Design Arena: A behemoth in making!
#Intellect

@CapitalSapling @nid_rockz @MrRChaudhary @NeilBahal
The Company is engaged in the business of software development and providing software product license and related services focused on the financial services market
(1/n) Image
The Company has a portfolio of products across Global Consumer Banking, Central Banking, Risk and Treasury Management, Global Transaction Banking & Insurance
Intellect’s products such as iGTB, iSEEC, CBX, Consumer banking have consistently received high ratings from agencies
Read 33 tweets
Stunning results from #IntellectDesign , pat of 80 crores as against loss of 11 crores last year. Sequentially a stunning growth of 35% in bottomline.
Trading at ridiculously cheap valuations now for a software product company with great products. long way to go.

Disc: Invested Image
To sell cement 2day, u gotta make it 2day

To sell cement day after, u gotta make a new batch to sell.

Develop a software product 2day,
Sell it 2day, 2moro, next year.

Simple Stuff Desi analysts dont get,

& then they go value product tech cmpnies like conventional products.
Temenos a company, #Intellect recently beat amongst 20 others in a Canadian bank deal trades at a valuation of $10 billion( 70k crores) at a price sales X of 10.

Intellect doesnot even consider them competition, Palantir, a cmpny that intellect considers so, trades $55 billion.
Read 51 tweets
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy

(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India

(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud

(3/n)
Read 7 tweets
There is little doubt that sometimes the best way to make sense of the transmission of texts, debates and commentaries is to dive deeply into codices of collected texts (majmūʿa-s) #manuscripts #Islamic #intellectual_history 1/
One good example is the majmūʿa MS Majlis-e Shūrā (Tehran) 5284 which includes ten texts mostly copied by Sulṭān Muḥammad b. ʿAlī Shāh Iṣfahānī in 962/1555 in Bharuch in West India 2/
The collection begins with some works of Jalāl al-Dīn Davānī (d. 1502) - usually called Muḥammad b. Asʿad al-Ṣiddīqī in the incipits - reflecting on Naṣīr al-Dīn al-Ṭūsī (d. 1274) works on the #intellect and #nafs_al_amr and on the logical notion of #conception_taṣawwur 3/
Read 11 tweets
Software Stocks Monthly Charts
.
Sonata 233.25
Sasken 465.35
Mphasis 919.15
Nuclues 273.30
Majesco 360.05
L&T Tech 1411.70
L&T Infotech 2109.65
Tata Elxsi 928.50
.
Which could Top the List 2 years from now on Investing Returns?
.
11July20 7:33
#Software #Stocks Monthly Charts
.
#Mastek 384.20
#Hinduja Global 676.95
#Intellect Design 110.95
#Kellton 15.00
#Cyient 250.30
#TakeSolutions 43.95
#Zensar Tech 126.80
#Ducon Infratechnologies 4.00
.
Stocks to avoid totally.
Which could they be?
.
11July20 7:44
Software Stocks Monthly Chart
.
#TCS 2222.35
#HCL Tech 582.25
#NIIT Tech 1592.90
#Wipro 222.10
#Oracle #OFSS 2769.00
#MindTree 1007.95
#TechMah 569.00
#Infosys 781.85
.
Which stock could fall back behind in the Race?
.
11July20 7:51
Read 4 tweets
Umbereen S Nehal MD MPH: who is this person? Several people have been asking

A thread

Where am I from? Hooboy.
Let’s say, citizen of the world, human ping pong ball. Third culture kid. Genetic mutt

Born: 🇺🇸
🇵🇰 parents - when my parents born colonial rule, pre-Pakistan
To thoroughly annoy my Twitter bestie, @DrvanTilburg

Am an ENFP - a cross between Snoopy, Robin Willians, Ellen Degeneres, Dr. Seuss, Charles Dickens, Upton Sinclair

I border on ENTP - love new info and love to challenge in order to break through barriers or limitations
My great-grandfather was given title "Khan Bahadur" (brave). As a judge, a brown man under Colonial rule, he threw the book at a British attorney. "Learn the law" if in his courtroom. Hence my stiff moral backbone

My mom & me:

(She loves this song)
Read 52 tweets
#OSHO

#Intelligence is a response to a new situation, not out of your past memories but from your present awareness, this very moment.

Intelligence is a spontaneous #responsibility. It has been misunderstood. It has become almost equivalent to #duty. The #reality is different.
There has been a perennial conflict between #intelligence and #intellect.

The man of intellect thinks that he is #intelligent because he knows so much. He has accumulated a great heritage of #knowledge, he is burdened with all kinds of #information.
The man of #intelligence is innocent; he functions moment to moment, his functioning has a freshness and a beauty. But to find intelligence one has to go beyond the mind. #Meditation is the way.
Read 12 tweets

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