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Nov 7, 2020 30 tweets 19 min read
#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
#Subex - Q1FY21 Investor Presentation & Annual Report 2020 link

Q1FY21 Investor Presentation - bseindia.com/xml-data/corpf…

Annual Report 2020 - bseindia.com/xml-data/corpf…
#Subex - Subex Limited to announce Q2FY21 results on 9th November, 2020 & Earnings call to be held on 10th November, 2020 at 04:00 PM (IST) Image
#Subex - I follow max 15% stop loss from my entry price on WCB. Stock just got relisted last week. It will trade in T2T segment with 5% circuit limit for 10 trading days. Stock needs some time to settle first, hence haven't mentioned any stop loss for now.
#Subex - Good YoY, muted QoQ Q2FY21 result!

Q2FY21 Result - bseindia.com/xml-data/corpf…
#Subex - Circuit limit has been changed from 5% to 20% after the completion of mandatory 10 trading days in T2T segment with 5% as circuit limit post re-listing. 🤞🙂 Image
#Subex - Everyone got an opportunity to accumulate the stock between 15.50 to 18.80 after my entry.

Few of my HNI friends have also joined the #Subex bandwagon over the past 10 days!

Sharing an old but interesting article detailing #Subex turnaround.

yourstory.com/2019/04/subex-…
#Subex - My average buying price is INR 17.30, the stock is up over 32% now. Touched new 52-week high of 23.50 today! 🤞🏻 ImageImage
#Subex - Detailed notes as shared by @AmitMis93532571 ImageImage
#Subex - Monthly chart - Lovely closing, almost near the month's high! Any retest of the breakout level will be a buying opportunity for me. Image
#Subex - Additional info

Management discussion (old data, but a lot has been covered here) - indiainfoline.com/company/subex-…

#Q2FY21 Investor Presentation - bseindia.com/xml-data/corpf…

#Q2FY21 Earnings Concall Transcript - subex.com/pdf/investors/… Image
#Subex - 17.30 to 27.30 now, up over 57.80% from reco level. Locked in 20% UC today.

Over 2.90 crore shares traded today, highest volume observed in the stock since January 2018! 🤞🙂 Image
#Subex - Intimation of Schedule of Analyst / Investor meetings - Some good meetings have been lined up this week, stock is making the right noise! 🤞🏻 Image
#Subex - 17.30 to 31.20 now, up over 80.30% from reco level. 🤞
#Subex - Poised to do well! Spain will invest 4.3 bln euros in 5G infra by 2025.

Spain's 5G rollout would require 6 bln euros in infra investment, the head of domestic market leader Telefonica's Spanish business said last week.

telecom.economictimes.indiatimes.com/news/spain-wil… via @ETTelecom
#Subex - Circuit limit has been reduced from 20% to 10%, applicable tomorrow onwards!
#Subex - Pioneers in Digital Trust and Business Optimization - Over 25 years of experience in helping 75% of the largest 50 CSPs globally achieve competitive advantage.

Loved this advert!

#Subex - Enabling Telcos for a Digital Future by Driving New Business Models, Enhancing Customer Experience & Optimizing Operations

Learn more about your Company everyday! 🙂

#Subex - I had earlier shared the #Q2FY21 earnings concall transcript PDF document. Sharing the audio link now, thanks to @Trendlyne!

Spend an hour today to understand your Co. better!

#Subex - Plugging here an article dated 21st October 2020 shared by @Aarush91183622 - Subex listed as a Sample Provider for Augmented Analytics in Gartner's Emerging Technologies and Trends Impact Radar for Artificial Intelligence in Telecom report!

prnewswire.com/in/news-releas…
#Subex - 17.30 to 32.25 now, up over 86.40% from reco level.
#Subex - Co. selected by STC for its integrated Revenue Assurance and Fraud Management solution. STC is a Saudi Arabia-based Digital Company, a digital enabler and leader in the region with focus on innovation and evolution.

Slowly, but surely! 🤞🙂

bseindia.com/xml-data/corpf… Image
#Subex - Co. covered by Livemint today, do read!

The intent behind sharing all relevant information is to keep investors posted. You will get the conviction to hold only if you know about your Company & understand its business & future well enough.

livemint.com/companies/news…
#Subex - Telefónica partners with Subex for next-gen fraud prevention; will deploy ROC Fraud Management to all opcos in Telefónica’s Hispam unit.

bseindia.com/xml-data/corpf… Image
#Subex - CEO Mr. Vinod Kumar says Telefónica & Saudi Telecom Co. orders are $3-5m each executable over 12-18 months. Focus is on growing non-telecom business, no plan to sell the company.

#Subex - CEO Mr. Vinod Kumar says 'Internet of Things' is an important portfolio segment for Subex, Co. is frontrunner in IoT security orders. Image

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More from @TSG_Capital

May 25, 2021
Allied Digital (#ADSL) - Bought now between 59.10 to 61.50

Chart pattern - 12.2 yrs long sloping trendline BO @ 59.75 & 5.5 yrs long horizontal BO @ 64.80 (weekly closing required for confirmation)

Rationale - Probable turnaround

Note - Chart pattern exactly similar to #Subex Image
Stock name – Allied Digital Services Ltd. (#ADSL)

Bought today @ average price of INR 59.45

Technical target – INR 120

Time frame – Within 1 year

Stop loss – INR 50.50 (weekly closing basis)

#Q4FY21 result to be declared on 31st May 2021! 🤞

#TSGStocks
#ADSL - Press release dated 04/01/2021 - The 5th edition of The Economic Times ‘Most Promising Business Leaders of Asia’, has recognised Nitin Shah, CMD as the ‘Most Promising Business Leader' in Asia Pacific.

Mai paisa Ghode par nahi...Jockey par lagata hu! - Saif Ali Khan 😝 Image
Read 8 tweets
Feb 19, 2021
Bought Everest Kanto Cylinders (#EKC) at average price of 78.10 now. Will update other details later...
#EKC - Good fundamental research on the stock available in attached tweet thread! 👌

Stock name – Everest Kanto Cylinder (#EKC)

Bought @ INR 78.10

Chart pattern – Around 3.2 years long horizontal BO @ INR 77.80

Technical target – INR 155

Time frame – Within 2 years

Stop loss – INR 66 (weekly closing basis) Image
Read 6 tweets
Jan 4, 2021
Stock name – Indoco Remedies (#Indoco)

Bought now @ INR 312

Chart pattern – Around 3 years long horizontal BO on weekly closing above 317.40 (confirmation pending)

Technical target – INR 630

Time frame – Within 2 years

Stop loss – Will update once stock crosses INR 362 Image
#Indoco - Press release dated 8th December 2020

Indoco wins major tenders in Germany for Allopurinol Tablets - bseindia.com/xml-data/corpf… Image
#Indoco - Great Q2FY21 result!

bseindia.com/xml-data/corpf… Image
Read 20 tweets

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