Discover and read the best of Twitter Threads about #SUBEX
Most recents (9)
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Allied Digital (#ADSL) - Bought now between 59.10 to 61.50
Chart pattern - 12.2 yrs long sloping trendline BO @ 59.75 & 5.5 yrs long horizontal BO @ 64.80 (weekly closing required for confirmation)
Rationale - Probable turnaround
Note - Chart pattern exactly similar to #Subex
Chart pattern - 12.2 yrs long sloping trendline BO @ 59.75 & 5.5 yrs long horizontal BO @ 64.80 (weekly closing required for confirmation)
Rationale - Probable turnaround
Note - Chart pattern exactly similar to #Subex
Stock name – Allied Digital Services Ltd. (#ADSL)
Bought today @ average price of INR 59.45
Technical target – INR 120
Time frame – Within 1 year
Stop loss – INR 50.50 (weekly closing basis)
#Q4FY21 result to be declared on 31st May 2021! 🤞
#TSGStocks
Bought today @ average price of INR 59.45
Technical target – INR 120
Time frame – Within 1 year
Stop loss – INR 50.50 (weekly closing basis)
#Q4FY21 result to be declared on 31st May 2021! 🤞
#TSGStocks
#ADSL - Press release dated 04/01/2021 - The 5th edition of The Economic Times ‘Most Promising Business Leaders of Asia’, has recognised Nitin Shah, CMD as the ‘Most Promising Business Leader' in Asia Pacific.
Mai paisa Ghode par nahi...Jockey par lagata hu! - Saif Ali Khan 😝
Mai paisa Ghode par nahi...Jockey par lagata hu! - Saif Ali Khan 😝
#MULTIYEAR #BREAKOUTS #STUDY with examples
But first some key points
There is no Definition of Multiyear breakouts. But if the stock breaks out of its range or any other pattern after 5+ years then it can be considered as multiyear breakout.
...
But first some key points
There is no Definition of Multiyear breakouts. But if the stock breaks out of its range or any other pattern after 5+ years then it can be considered as multiyear breakout.
...
Usually this kind of breakout happens due to tailwinds in some sector or due to the disruption in the sector.
For eg: last year due to covid-19, Pharma sector co’s created huge wealth for their investors.
For eg: last year due to covid-19, Pharma sector co’s created huge wealth for their investors.
Also look at the IT sector specifically those involved in data related business or AI or ML or any high tech apps, this sector is also getting hot, along with API’s, chemicals and energy sector for next wave of disruption.
#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard
NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application
Expect more 5g contracts in APAC & ME in coming quarters
NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application
Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment
Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins
Tech mahindra partnership around Block chain area
New product offering for Telcos- Augmented Analytics platform
Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins
Tech mahindra partnership around Block chain area
New product offering for Telcos- Augmented Analytics platform
#subex #Q3marketupdates #Q3investorpresentations
9mnths fy21
Revenue up 6% ,2758 mn
Ebidta margin 27.3% ,753 mn
PAT (exc exp items) up 101% ,332.5 mn
Products :
Revenue assurance
IOT security
Fraud manag
Identity analytics
Anomaly detection
Network analytics
9mnths fy21
Revenue up 6% ,2758 mn
Ebidta margin 27.3% ,753 mn
PAT (exc exp items) up 101% ,332.5 mn
Products :
Revenue assurance
IOT security
Fraud manag
Identity analytics
Anomaly detection
Network analytics
3 horizon strategy
1 - enhance core areas ( fraud mang,Rev assurance ,Network analytics, partner ecosystem mang)
2 - immediate growth ( IOT security, Analytics center of trust)
3 - long term growth , invest in emerging areas ( Multi-Vertical SaaS)
Crunch metric
IDcentral
1 - enhance core areas ( fraud mang,Rev assurance ,Network analytics, partner ecosystem mang)
2 - immediate growth ( IOT security, Analytics center of trust)
3 - long term growth , invest in emerging areas ( Multi-Vertical SaaS)
Crunch metric
IDcentral
Investment rationale
Leader in Digital Trust space
Making strong inroads in the multi vertical IoT Security space; IoT Security Market to touch $4.5 bn by 2022
Incubating virtual startups within the orgztn
Sticky Revenue Model ,60% annuity/ recurring, >98% customer retentn
Leader in Digital Trust space
Making strong inroads in the multi vertical IoT Security space; IoT Security Market to touch $4.5 bn by 2022
Incubating virtual startups within the orgztn
Sticky Revenue Model ,60% annuity/ recurring, >98% customer retentn
@subex concall transcript Q2fy21
Revenue 933 vs 857 mn yoy, growth 9%
Ebidta up 23%, 254 vs 207 mn yoy
PAT 123 vs 63 mn yoy
Capital reduction exercise complete, shares relisted with FV 5
Project delivery delays due to challenges of remote working
#subex #telecom #IOT #nifty
Revenue 933 vs 857 mn yoy, growth 9%
Ebidta up 23%, 254 vs 207 mn yoy
PAT 123 vs 63 mn yoy
Capital reduction exercise complete, shares relisted with FV 5
Project delivery delays due to challenges of remote working
#subex #telecom #IOT #nifty
Business front,telcos in Africa,EU tightening their purses,however longterm investment & exploration in 5G,Iot progressing well
IoT security side resumption of business talks stuck post March
Focus on Digital trust,Suresh Chintada new CTO
IoT security side resumption of business talks stuck post March
Focus on Digital trust,Suresh Chintada new CTO
Digital trust lab to look at new tech like post quantum cryptography, homomorphic encryption, Blockchain
Tech mahindra deal to cooperate in Blockchain,to cover used spaces around digital trust area with our blocking solutions around their platform
@TechMahindraIES
Tech mahindra deal to cooperate in Blockchain,to cover used spaces around digital trust area with our blocking solutions around their platform
@TechMahindraIES
#Subex - Bought on Friday @ 18.80, had placed an order 10 paise above Thursday's high which got triggered.
8 years breakout, updated chart post relisting attached herewith, relisting gap filled (check daily chart).
Technical target 1 - INR 36.70 (within a year)
8 years breakout, updated chart post relisting attached herewith, relisting gap filled (check daily chart).
Technical target 1 - INR 36.70 (within a year)
#Subex - Can read this entire thread to understand what has changed in the Company over the past few years!
#Subex - Business update
Tech Mahindra and Subex Partner to Drive Scale Adoption of Blockchain-based Solutions for Telecom Operators Globally.
Telefónica’s ElevenPaths enhances its global IoT security capabilities with Subex
Tech Mahindra and Subex Partner to Drive Scale Adoption of Blockchain-based Solutions for Telecom Operators Globally.
Telefónica’s ElevenPaths enhances its global IoT security capabilities with Subex
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet
See embedded thread for brief history of its turnaround.
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
See embedded thread for brief history of its turnaround.
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read “Will be” as “Will we”
I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018
Cash books are ringing at Subex with good visibility
So watch this space for M&A/BuyBack!!
I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018
Cash books are ringing at Subex with good visibility
So watch this space for M&A/BuyBack!!
@LltTomar Lalit,thanks for doing this poll.
Have voted YES of course as #Subex is in fact a resounding case of turnaround, which it achieved last year after 3 yrs of efforts from diligent mgmt with a clear vision.
Below tweets briefly captures few key events during this journey.
Have voted YES of course as #Subex is in fact a resounding case of turnaround, which it achieved last year after 3 yrs of efforts from diligent mgmt with a clear vision.
Below tweets briefly captures few key events during this journey.
@LltTomar Turnaround of #Subex started in 2016 when all FCCBs were converted into equity, therefore wiping of the debt from the books.
Management’s intent further became clear and the turnaround efforts got boost when management launched Subex 3.0 in May 2017 (Subex’s 25 yrs anniversary).
Management’s intent further became clear and the turnaround efforts got boost when management launched Subex 3.0 in May 2017 (Subex’s 25 yrs anniversary).
@LltTomar Subex3.0 subex.com/press_release/…
In same year,Aug2017, #Subex did a major restructuring of business
Revenue Maximization Solutions & related businesses transferred to Subex Assurance LLP
Subex Secure & Analytics Solutions, related businesses transferred to unit Subex Digital
In same year,Aug2017, #Subex did a major restructuring of business
Revenue Maximization Solutions & related businesses transferred to Subex Assurance LLP
Subex Secure & Analytics Solutions, related businesses transferred to unit Subex Digital
