Discover and read the best of Twitter Threads about #q2fy21

Most recents (4)

#Subex - Bought on Friday @ 18.80, had placed an order 10 paise above Thursday's high which got triggered.

8 years breakout, updated chart post relisting attached herewith, relisting gap filled (check daily chart).

Technical target 1 - INR 36.70 (within a year) Image
#Subex - Can read this entire thread to understand what has changed in the Company over the past few years!

#Subex - Business update

Tech Mahindra and Subex Partner to Drive Scale Adoption of Blockchain-based Solutions for Telecom Operators Globally.

Telefónica’s ElevenPaths enhances its global IoT security capabilities with Subex ImageImage
Read 30 tweets
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet

See embedded thread for brief history of its turnaround.

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read “Will be” as “Will we”

I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018

Cash books are ringing at Subex with good visibility

So watch this space for M&A/BuyBack!!
Read 59 tweets
Reliance Industries Q2FY21 results -

Revenue down 23.06% YoY
EBITDA down 9.98% YoY
Net profit down 6.61% YoY
Bad Cash Flows

9 Quarters data shown for all segments and the business as a whole.

Business specific commentary continued on the below thread 👇👇

#Q2FY21 #Reliance
More Updates

Notes to Accounts

Jio Platforms raised ₹ 152,056 Cr in total

Reliance Retail Ventures Limited (RRVL) raised ₹ 37,710 Cr till now

RRVL to acquire retail & wholesale business and the logistics & warehousing business of Future Group for ₹ 24,713 crore.
RRVL acquires majority stake in leading digital pharma market place “Netmeds” for a Rs 620 Cr

More updates -
Read 10 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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