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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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