Discover and read the best of Twitter Threads about #telecom

Most recents (24)

#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard

NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application

Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment

Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins

Tech mahindra partnership around Block chain area

New product offering for Telcos- Augmented Analytics platform
Read 9 tweets
#industowers
Mkt leader telecom tower space in India, 95801 towers ~16% industry ,post merger 1,70,000 towers ,29% mkt share
Rev up 5.4% QoQ 37 bn,Rental up 3.4% QoQ 23.3 bn post rise in tenancy rates ,tenancy addition, energy rev up 9% 13.8 bn ,Ebidta margin down 130bps
#telecom
PAT up 4% 7.3 bn
Net tenancy up 2116 vs decrease 365 in Q1 to 176332
5g infra rollout require dense network, however 5g more asset light, faster rollout,increase profitability
WFH ,Digitization,increased data consumption will sustain growth going fwd
@airtelindia @reliancejio
Tenancy addition 2116 location is highest past 13 quarters
Post merger shareholding- Airtel 36.7 ,VIL 28.2 ,Providence 3.25 ,remaining public
Energy Ebidta loss due to operator shift from fixed energy to pass through model
Tenancy addtn to remain steady post Agr case
#telecom
Read 7 tweets
Lots of people are sleeping on one the biggest things @quant_network is currently involved in-ODAP (Open Digital Asset Protocol).

So what is exactly #ODAP and why this makes $QNT one of the most significant and, regarding #crypto mcap, undervalued projects?

Time for a THREAD⬇️
1/ODAP is the protocol for communication between gateways, primarily with an enterprise focus.
So banks, central banks etc. would run a gateway in Overledger Network and ODAP would be the protocol for gateways to communicate with each other in a secure and trustless manner. $QNT
2/ #ODAP Interfaces are the open source connectors that will connect a gateway to #blockchains and any existing network / API. That is based on the standards from work done at ISO TC 307 which 57 countries are working towards.
$QNT CEO Gilbert Verdian is the founder of TC307.
Read 13 tweets
@subex concall transcript Q2fy21

Revenue 933 vs 857 mn yoy, growth 9%
Ebidta up 23%, 254 vs 207 mn yoy
PAT 123 vs 63 mn yoy
Capital reduction exercise complete, shares relisted with FV 5
Project delivery delays due to challenges of remote working
#subex #telecom #IOT #nifty
Business front,telcos in Africa,EU tightening their purses,however longterm investment & exploration in 5G,Iot progressing well
IoT security side resumption of business talks stuck post March
Focus on Digital trust,Suresh Chintada new CTO
Digital trust lab to look at new tech like post quantum cryptography, homomorphic encryption, Blockchain

Tech mahindra deal to cooperate in Blockchain,to cover used spaces around digital trust area with our blocking solutions around their platform
@TechMahindraIES
Read 14 tweets
#PLISCHEME #GOI
Approves for 10 sectors On Nov 11
Pharma,Auto,Auto components Telecom,Advanced chemistry cell battery,textile,food products,solar modules,white goods,speciality steel

Aim - make India mfts globally competitive,enhance scale,increase exports,attract investment
Pli scheme aimed to reduce dependence on China,give incentive on products mftd in India, increase employment by focusing on labor intensive industries like mobile equipment,#pharma,medical devices
In March #goi made 53 drugs eligible for pli worth 6940cr ,benefit 136 mftg units
14000 cr package incentivise #API production & medical devices mfg
3240 cr to promote medical devices mft
Pli for electronics & mobiles,incentives of 4-6% to mft mobiles & other electrical components such as transistors,diodes,resistors etc
#Telecom #mobile #Nifty #sensex
Read 10 tweets
#Abiy's war is against the people of #Tigray, not against #tplf nor handful #tplf 's higher officials as the pathological liar in #PM office kept telling to westerners! No ifs and buts about this.

Let's start with the renowned #Oromo scholar Prof. Ezekiel's argument 👇👇👇 1/n
Before the invasion:

#SayNoToWarOnTigray #SayNoToWarEthiopia

Systematic retirement of Tigrean Generals and Colonels, non-politicians, from the national army since day one in his office (April 2018).

Moving troops from all parts of Ethiopia to Tigray border for weeks. 2/n
#SayNoToWarOnTigray #SayNoToWarEthiopia

Evacuated troops from Guliso; Western Wellega an area under command post to protect civilians at danger from rebels (Oct-31-2020)...3/n
Read 13 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 31 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
@LltTomar Lalit,thanks for doing this poll.

Have voted YES of course as #Subex is in fact a resounding case of turnaround, which it achieved last year after 3 yrs of efforts from diligent mgmt with a clear vision.

Below tweets briefly captures few key events during this journey.
@LltTomar Turnaround of #Subex started in 2016 when all FCCBs were converted into equity, therefore wiping of the debt from the books.

Management’s intent further became clear and the turnaround efforts got boost when management launched Subex 3.0 in May 2017 (Subex’s 25 yrs anniversary).
@LltTomar Subex3.0 subex.com/press_release/…

In same year,Aug2017, #Subex did a major restructuring of business

Revenue Maximization Solutions & related businesses transferred to Subex Assurance LLP

Subex Secure & Analytics Solutions, related businesses transferred to unit Subex Digital
Read 14 tweets
How to with a BREAKUP, Google?...

A Thread 🧵🧵on Allegations on Google by US Govt.

@Abhishekkar_ @FI_InvestIndia
@Sanjay__Bakshi @dmuthuk @ipo_mantra @RichifyMeClub @Rishikesh_ADX @FinKrypt @Vivek_Investor @join2manish #scamdemic2020 Image
The Department of Justice (DOJ) in the US has filed a lawsuit against Google, which could potentially break-up the company.

#Google #Commission #StockMarket #USA #DOJ #Scam1992 Image
But, why the case?

The Government alleges that Google is using unlawful tactics to maintain its dominant position in the search and online advertising market.

#DigitalMarketing #MarketingDigital #marketingtips #Scam1992TheHarshadMehtaStory Image
Read 11 tweets
Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.
In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.
Read 22 tweets
Weekly NIFTY50 analysis thread.
September Week4.

All posts are for educational purposes.
1
#nifty50
#PriceAction
#ADANIENT
Adani enterprises
Read 53 tweets
《AGR Dues Case》

Justice Arun Mishra led bench of the Supreme Court to hear the adjusted gross revenue (AGR) case & is likely to give an order on allowing telecom companies to make staggered payments over a 15 year time period

#agrdues
#SupremeCourt
@VodafoneIN
@airtelindia
SC had on July 20 reserved its order on permitting telecom companies to make staggered payments over 15 years.

Vodafone Idea has to pay a balance of Rs 50,399 crore, while Bharti Airtel's outstanding amount is Rs 25,976 crore, said Solicitor General Tushar Mehta.
Regarding timeline of payment: Centre sought a 20 year period for payment of dues. Senior Adv Mukul Rohatgi appearing for Vodafone had agreed for 15 year period whereas TATA and other stakehokders agreed for a ten year period.
Read 29 tweets
Choosing the right tech stack is one of the most important decisions when building a software product.

The ability to scale quickly depends on many factors but having the proper tech stack may be the most important one.

(Thread) 👇
1/ Tech stacks not only impacts the scalability in terms of performance but also provides flexibility and agility to evolve the product, eases the development of ecosystems, and attracts and retains talent.
2/ I am sharing in this thread, some of the components of our tech stack at @intraway that are working great for us.
Read 16 tweets
Hello Traders, Below is our trade plan for upcoming week #NIFTY #BANKNIFTY #RELIANCE #INDIANCHEMICALS #TRADING #FNO #SENSEX #relianceagms2020 #FMCG Image
The list of stocks mentioned in the above list have recently crossed their All Time High #ATH #Momentum #Chemicals #Agrochem #FMCG #Telecom
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #Tataglobal #Tataconsumer #FMCG #Breakout #Momentum

tradingview.com/chart/TATACONS…
Read 8 tweets
GRILLO, TELECOM, OPEN FIBER

Bisogna capire una cosa di #Grillo: lui non sa niente di economia, comunicazioni, borsa, business. Nulla. Grillo capisce solo due cose: i copioni e i soldi che prende quando li recita. Quindi la domanda dev'essere: chi ha scritto QUESTO copione? 1/n
Quelli vecchi su Telecom, nel 2007 e 2010, glieli aveva scritto Gianroberto #Casaleggio per un motivo preciso: era stato rimosso dal suo ruolo dalla dirigenza #Telecom, voleva fargliela pagare, ha fatto dire a Grillo in assemblea quel che lui pensava. Poi Casaleggio è morto. 2/n
Di recente si è saputo che Grillo prendeva soldi da Moby per scrivere dei post. Il copione, quindi, era di Vincenzo Onorato che tutelava i propri interessi. Chi ha scritto il nuovo copione a Grillo su Telecom e #OpenFiber? Per quale motivo? Grillo si è venduto ancora? A chi? 3/3
Read 3 tweets
#AGR hearing commences in the #SupremeCourt.

Govt agrees to withdraw demands of around 3.7L Cr from PSUs which haven't been in the business of providing services.
Solicitor General Tushar Mehta subkits DoT is filing an affidavit to bring on record withdrawal of its demand.

The decision has come after the top court came down heavily on the Govt on the last date.
About proposals by various telecom companies on how to pay off the #AGR dues, SG says Govt could be given some time to examine their offers and revert.

Justice Arun Mishra emphasises on the guarantees to be given by telecom majors.
Read 13 tweets
Conference Call Transcript | Prashant Jain, CIO @hdfcmf

1⃣ Economic Overview
- Government should spend more – Infra capex
should be boosted to create more jobs, services and
demand for materials
- Economy likely to be driven by Investments now and not
consumption
2⃣ Banks
- Large banks likely to come out stronger from the crisis
- Lots of value in some of the large banks – some available at
1x book value
- Plus valuable subsidiaries like life, non-life insurance, credit
cards etc.
- Deposits moving to larger banks
3⃣ Oil & Gas
- Primarily #Reliance (12% of the Index)
- Appears to be fairly valued but with strong triggers going
ahead. Currently, market ascribing half the value from
#telecom venture
Read 10 tweets
Ambit on India telecom
Vodafone Idea upside is 304% => can become 4x!

Airtel another 50% upside from lifetime highs!!

exuberance may be injurious to investors health!

#Telecom #Airtel #BhartiAirtel #Bhartiartl #Vodafone #idea #Jio #Reliance #RelianceJio #RelianceIndustries
Read 8 tweets
My notice to @NICMeity for compliance of legal provisions in #PrivacyPolicy of @SetuAarogya . #NIC as #bodycorporate must ensure #dataprotection & strict liability. #datasecurity as per IT Act & Rules must be updated in Policy before making #AarogyaSetu mandatory 1/10 @viraggupta
In #PrivacyPolicy of @SetuAarogya as per cl. 2(a) & 2(c usage of data restricted for Government of India. However, cl 2(b) & 2(d), having no mention of GOI. Due to this lapse, if #data goes to foreign #TechGiants, it may create big risk to #nationalsecurity #RighttoLife 2/10
As per clause 3(b) of the Privacy Policy, data will be retained on #mobile device. Hence, data can also be accessed by Mobile cos. As per cl. 1(b), the @SetuAarogya will use #Bluetooth and #location data. So, such data can also be accessed by #Telecom companies. 3/10 @TRAI
Read 10 tweets
Some takeaways from the @merics_eu 'Managing economic cooperation & competition with #China' report...merics.org/en/managing-ec… #GlobalTrends #EU #Technology #Trade China's trade profile has been shifting to #EMs for a while...(1/6) Image
2/6 Overview of the value of completed #China-#EU #FDI transactions (2000-2018) A significant shift has taken place as China has gone from the recipient to the provider...#GlobalTrends Image
3/6 Overview of #China's targets for self-reliance and global market share in core emerging technologies..#Tech #GlobalTrends Image
Read 6 tweets
I have repeated these answers for a lot of folks over the past few years. So wanted to put these out there.

Why is @trans_celestial building a space network when there already are other major constellations being announced and launched?
1/ Yep there are two main constellation plans which I term "realistic" at the moment - SpaceX's Starlink and OneWeb
2/ Starlink's launched 60 (congrats!) are NOT final design. they are also just uplink/downlink. no mesh or inter satellite connectivity yet (& no plans when they can realistically achieve that, let alone with lasers). so technically not a constellation.
Read 19 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!