Discover and read the best of Twitter Threads about #mastek

Most recents (9)

Given the immense interest in this #investment #process thread about how to get investment ideas, thought of creating a logical follow-up ๐Ÿงต

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 sirโ€™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 to๐Ÿ”ผ this revenue by 10%.
Read 7 tweets
#mastek above 1300
#lauruslab above 385

Watch them go
#Q4updates๐Ÿ
#stocks #StockMarket #Nifty ImageImage
#lauruslabs 396
#mastek 1350

#Q4updates๐Ÿ
#lauruslabs 401

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

#Q4updates๐Ÿ
Read 4 tweets
Multi-year breakouts

Thread// ๐Ÿ‘‡
#SAIL

๐Ÿ”จ 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

๐Ÿ’Š 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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