Discover and read the best of Twitter Threads about #Tanla

Most recents (7)

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
#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)
~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)
~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
Read 4 tweets
#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.

...
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.
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.
Read 28 tweets
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.
Read 11 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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