Discover and read the best of Twitter Threads about #mastek

Most recents (14)

#Mastek results 🧵

Derating started from april. Stock almost halved. Part is due to midcap correction. Part due to softness of biz.

Price can lead fundamentals. One of my biggest learning is to panic early or not panic.

Will also discuss my strategy
Negatives first

Despite a weak result, the price has not reacted. This is what they mean by "it was in the price". Price already corrected in anticipation of poor Q1 results.
This is why it makes sense to incorporate technicals IMO. Big institutions **definitely** have an info edge. Reflects in price.

I am in process of learning from @icanseeyourpix2
Ajay bro, what could have been a good technical exit point bw april & now based on charts?
Read 10 tweets
#Mastek Q3 22 Concall Highlights 💻🖱

Like & Retweet for better reach !

Numbers Update -
1. The revenue for Q3 was 551.9 cr up by 3.4% QoQ and 24.6% YoY

2. Operating margin stood at 21.1%, it was flat QoQ
3. The order backlog stands at 171 million dollars up by 9.9% QoQ and 33.7% YoY

4. PAT stood at 83.5 cr up by 2.4% QoQ and 18.7% YoY

5. The cash holding as of Q3 932.3 cr

6. In Q3 added 7 new fortune 1000 clients, added 25 new customers in Q3.
7. The overall headcount stands at 4785, 275 added in this quarter.
Read 21 tweets
Key takeaways from Mastek Q3 FY22 business commentary

🔎 Closed 60 Mn deal with NHS spreading across 4 quarters. Largest ever deal in Mastek history.

🔎 NA business as %age of revenue will grow to 30-33% in next 3 years.

#mastek

@nid_rockz @itsTarH
🔎 Has been selective in deals and client mining as focus is on quality customers rather than quantity.

🔎 Management’s focus is to win large long-term multi million dollar contracts (This will result into clear visibility of operating cash flows)
🔎 LTM attrition rate is high but any price increase due to new hiring is partially passed on to customers and certain cost borne by the company.

🔎 One of the Matrix management maintains for operating leverage is no of subcontractors/contractors they hired in overseas
Read 8 tweets
The 3rd co that we are going to study today is a smallcap, although by definition it isn't a smallcap, but by operations it still is. This 🧵is even longer than previous ones. Here is one for #Mastek
* Industries & Domains - Public sector & Govt, Healthcare & Lifesciences, Retail & CPG, Manufacturing & Industrial, Financial Service. Public sector & Govt. is their strength amongst all other.
* Services - Digital & Application Engineering, Oracle & Enterprise, Digital Commerce & Experience, Data, Automation & AI, Cloud & Managed Services.
Read 40 tweets
✨We had a fantastic conversation with @SandeepKrJainTS on our podcast last night.

✨It was further graced by @charts_breakout
& @KhapreVishal

🔹Do not miss their insights & top stocks.

▶️Run through this thread to grab a gist of yesterday's podcast.

#StockMarketindia #Stocks
Here's what @SandeepKrJainTS thinks of the current market.

🔹The quarterly results of most companies have been impacted by the current scenario.
🔹In the short term, the market will be very volatile.
🔹In the long term, the market will be bullish.
🔹Our expert screens his stock both fundamentally & technically.
🔹Here are some factors to check out before choosing a stock:

🔸Return on capital of the company: > 15-20%
🔸Return on equity of the company: > 15-20%
🔸The debt of the company should be </= 0.4
Read 10 tweets
Given the immense interest in this #investment #process thread about how to get investment ideas, thought of creating a logical follow-up 🧵

Given that I have an idea & some sense for valuation & growth, how do i construct a portfolio?

If you like the thread, plz RT.
First thing worth mentioning is that I am only describing my own process. Others can follow a different process which could work for them.

Opposite of a good idea can also be a good idea
Before understanding the process itself, it is important to understand the problems the process is being designed to solve for. What are the key hurdles or troubles I have faced in designing my PF.
Read 50 tweets
On popular demand and @LuckyInvest_AK sir’s guidance, here is the thread to understand the business of #mastek
If you find it useful, please retweet _/\_ so that other investors can also benefit.
@LuckyInvest_AK Before mastek, let us understand the industry it operates in. Broadly speaking, the IT industry is an enabler for all businesses, automating those business tasks for them which are somewhat incidental to the core business. As an example, consider #ITC & their ITC store.
@LuckyInvest_AK ITC has its own ecommerce store from which products are ordered. Building out this IT product: the backend & the app, are incidental to the core business (FMCG brands) of ITC. Some companies choose to build and maintain in-house IT teams. Others, outsource it to IT companies.
Read 55 tweets
It's a new week!
Here are are some snippets and readings from the week gone by that we found interesting.

1/n
There is a debate brewing up whether the current Steel rally is structural or cyclical. The mgmt of Tata Steel says this is not just cyclical (source: Q4 earnings call).
Munger has a word to say about Cyclicals.
Meanwhile Iron Ore Futures are up 10% today. What do you think?
2/n
As the second wave ravages the economy, Ministry of Finance has sounded off industry about downside risks to growth. But the market is unrelenting.

PS: Cases in Tier 1 cities are showing some respite.

3/n
Read 10 tweets
#Mastek Phenomenal runway for growth in N. America which is the real focus of mgt. Focusing on Healthcare & Lifesciences and Manufacturing & Retail Verticals. Capturing bigger customer. #Q4FY21Concall
2/ 2nd area of focus is competing with SAP and gaining more market share. Already closed 5 marquee customers who were using SAP as their legacy application. Will give opp. to significantly move in the UK & Europe region (stronghold of SAP).
3/ Focus to capture more "managed services" contracts on cloud applications as more and more customers keep migrating to Oracle cloud. While implementation may have been done by other Consulting firms. Compliments to the Mastek Evosys combination. Wants to🔼 this revenue by 10%.
Read 7 tweets
#mastek above 1300
#lauruslab above 385

Watch them go
#Q4updates🐝
#stocks #StockMarket #Nifty ImageImage
#lauruslabs 401

#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire

#Q4updates🐝
Read 4 tweets
Multi-year breakouts

Thread// 👇
#SAIL

🔨 SAIL ( Steel authority of India)

Stock will give a decade long multi-year breakout above 100

First potential targets will be 150/200+ ImageImage
#Jagsonalpharma

💊 Jagsonal pharma is poised for a 20y long multi-year breakout

Stock first came out from base at 45-48 levels

Now once it closes above 100 the breakout would be confirmed

Technically the stock may reach 200+ levels and more

Mcap is only 200cr Image
Read 16 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

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