Discover and read the best of Twitter Threads about #transfin

Most recents (4)

YouTube is now a revenue powerhouse, with an annual revenue exceeding $7bn.

The company witnessed a 46% YoY growth in revenues in Q4FY2020, ending the losses stymied on account of the pandemic.

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Ad revenue is certainly an interesting issue from a financial and policy standpoint. Read in detail about how national governments have toughened their stance on allowing Big Tech companies to continue in their unrestricted pursuit of ad revenues recently.

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Read 3 tweets
SPAC me the money!

Special Purpose Acquisition Companies, or SPACs are all the rage in Wall Street of late. They are an alternative to traditional IPOs if the intent is to take the company public.

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The process is quite reverse, actually. In an IPO, a company with a defined prospectus is looking to raise funds from the market. A SPAC, on the other hand, is a company with money on its hands, looking for new business collaborations (mergers/acquisitions) to focus on.

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Recently, India's Number #1 renewable energy company, ReNew Power, opted for a SPAC-IPO to go public on the NASDAQ Exchange. As more and more companies take the SPAC route, it becomes clear that investment is no longer a goal-oriented idea but a gain-oriented idea.

[3/4]
Read 4 tweets
Tata kehte hain TCS bada naam karega!

#Tata Sons is one of the biggest #business conglomerates in India and around the world. Its reliance on the IT-specialisation wing, TCS has only increased.

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In FY19, TCS’ contribution to Tata’s revenue increased from 70% the year before to 90%. Contribution of non-@TCS companies shrunk by 23%.

#TCS is among the top three most valued #IT brands, but Tata’s reliance on the subsidiary may be risky.

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It has been solely responsible for the consolidation of all its digital businesses. Ratan Tata’s decision to not go public with the company may have been another factor for TCS’ operations.

Over one week, TCS lost its top place to @reliancegroup in terms of market cap.

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Read 4 tweets
#Thread

#US Senator @ThomTillis recently unveiled an 18-point plan to hold #China accountable for the #COVID19 #pandemic.

We discuss why companies are shifting manufacturing base and supply chains away from China and how #India stands to gain much.

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A swelling chorus of voices around the globe is asking China to pay up for the damages incurred due to the deadly coronavirus outbreak. The United States-led by President #DonaldTrump is leading the troop (no surprises there!)

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A top US Senator Thom Tillis has unveiled an 18-point plan to hold China accountable.

Of these, a suggestion with the most ramification is perhaps moving manufacturing back to the US and gradually eliminating supply chain dependency on China.

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Read 5 tweets

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