Discover and read the best of Twitter Threads about #TANLA
Most recents (8)
Everyone keeps talking about CPaaS as the next big thing which is an acronym for Communications Platform as a Service (CPaaS).
Is Route Enroute to becoming a Big Player in IT Sector.
#bse #NSE #StockMarket #informationtechnology
Is Route Enroute to becoming a Big Player in IT Sector.
#bse #NSE #StockMarket #informationtechnology
CPaaS -
#Basics A CPaaS is a cloud-based platform that enables developers to add real-time communications features to their own applications without needing to build backend infrastructure and interfaces.
#cpaas #information
#Basics A CPaaS is a cloud-based platform that enables developers to add real-time communications features to their own applications without needing to build backend infrastructure and interfaces.
#cpaas #information
In simple terms - CPaaS is a cloud-based delivery model that lets you add voice, video, & messaging features to your existing business software using an application programming interface. It allows u to pick real-time communications features & embed them in your apps & services 
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…
Big theme for this decade - direct correlation with Digital theme.
Indian retail investors shouldn’t miss this opportunity.
gartner.com/doc/reprints?i…
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👇🏼
India will have digital maturity by~2025
No rocket science-successful Indian player will repeat Twilio/Sinch
Some useful articles in embedded tweets👇🏼
My core portfolio and business tracking thread...
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
IT Service oriented
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
Platform
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#Intrasoft Technologies, Cmp 84.65
#ISFT
~Above 108 area, this might go to 585 levels!
~Also, December 2017 high made by this stock is 854!
~Company is regularly paying dividend from last 10 years including 2020 as well!
(1/n)
#ISFT
~Above 108 area, this might go to 585 levels!
~Also, December 2017 high made by this stock is 854!
~Company is regularly paying dividend from last 10 years including 2020 as well!
(1/n)
~This share can't become zero this way.
~Company with Zero Promoter Pledge
~Book Value improving from last 2 years
~Strong Momentum: Stock is trading above short, medium & long term moving averages
(2/n)
~Company with Zero Promoter Pledge
~Book Value improving from last 2 years
~Strong Momentum: Stock is trading above short, medium & long term moving averages
(2/n)
~Might be a turnaround story & become a multibagger like #Tanla Platforms!
~Some #RedFlags also there, so Do Your Own Research (#DYOR) also
(3/n)
#HeroOrZero #Turnaround
#TurnaroundStory
#RiskyBet
#Watchlist #StocksToWatch
~Some #RedFlags also there, so Do Your Own Research (#DYOR) also
(3/n)
#HeroOrZero #Turnaround
#TurnaroundStory
#RiskyBet
#Watchlist #StocksToWatch
#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.
After getting good feedback on yesterday's thread on #routemobile I think it is logical to do a bit in-depth technical study. Place #twilio at center, keep #routemobile & #tanla at the periphery & see who is each placed.
This thread is inspired by one of the articles I read on the-ken about #postman API & how they are transforming & expediting software product delivery & consumption, leading to enhanced developer productivity.
We all know that #Twilio offers host of APIs that can be readily used for faster integration by anyone who wants to have communication capabilities. Before we move ahead, let's get a few things cleared out.
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
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
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
(1) Route is a recently listed company post IPO in September 2020...(contd..)
(3/n)
#TanlaPlatform #Tanla #RouteMobile
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
& 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…
#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…
