Investor_RK Profile picture
Feb 17 4 tweets 2 min read
#Xelpmoc is risky. There is likelihood their software services segment may not work out as envisaged and their UK subsidiary could be burning cash, etc.

But on bright side, marketcap of less than 500 Crore in a futuristic company.

1/n
which has created AI voice assist technology for #Mihup (installed in all #Tata cars).

Their aim to prosper under Sandipan's leadership. It was demonstrated when he sold his 2.4% personal stake in Mihup to #Xelpmoc at 8% of rate at which Accel had invested in Mihup

2/n
at that time 2 years back.
Sandipan's corporate governance standard is high. This is primary reason behind my being bullish on Xelpmoc`s future.

They have asked for 5 years time to prove, and am ready to wait. Boarded at 105 levels.

A potential multibagger!
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More from @market801

Aug 3, 2021
#zomatoipo
#Zomato Analysis 3/8/21:
Grab a cup of coffee and enjoy my notes:

Zomato Shareholding as on July 22nd:
Promoter holding: 0%
Institutions:12.76%
Non institutions: 83.67%
(58% holding by foreign companies)

Positives First:
*Almost debt free
(1/n)
2/n #Zomato

*Massive growth potential, Scalable.
*Current Ratio: 9.3 (Excellent)
*Strong Network in place
*Hyperlocal data
*Strong brand image
*B2C Food delivery business
*Hyperpure B2B business
*Paid Zomato Pro Membership
*Cloud Kitchen opportunity scalable
3/n #Zomato

*All in one platform business for food restaurant search, menu, ordering, payments, online track delivery, feedback, customer support.
*35 subsidiaries (including Zomato's abroad businesses)
*Possibility to replicate their food delivery success to new businesses.
Read 7 tweets
Jun 9, 2021
#RAILTEL

Railtel is India's largest neutral telecom infra provider with pan India right of way along 67,415 kms passing through 7321 railway stations.

Speed from 2Mbps to 100Gbps, state of art technology. Railtel is in a position to serve 70% of country`s population.
(1/n)
Rail Tel Revenue is mainly from Telecom and Projects:
Telecom:
Data services (Railcloud), Leased line, VPN, Internet leased line, Data centre, Tower collocation

Project works:
Projects for railways,
National optical fibre network,
IT services related projects
(2/n)
Enterprise specific IT and ITES Projects, content on demand will,be introduced in trains (similar to plane model).

In Q3 FY21, Revenue growth and profit growth was 50% +

Railtel has a bright future. Today it won the 700 Mhz spectrum for mobile train radio communications.
(3/n)
Read 4 tweets
Apr 21, 2021
HDFC Life sells not only life insurance. It also sells Health Insurance, Retirement products, women and children plans. Great!

Awaiting Q4 results to give a detailed update. Image
FY21 YOY Update:

HDFC Life is an opportunity similar to what
HDFC Bank was two decades back. Put on
the seat belts and enjoy investing.

HDFC Life FY21 Annual Results Analysis (FY21 vs FY20)

Cash Flow YOY:
CFO increased by 31% YOY to 9702 Crores. Excellent.
(1/n)
Growth Rates YOY:
AUM increased by 37% (1.74 lakh crores, 64%:36% debt: equity)
Networth increased by: 18%
Indian Embedded Value increased by: 29%
Total Annualized Premium Equivalent increased by: 13%
Net profit increased by 5% (1360 Crores).
Individual WRP grew by 17%.
(2/n)
Read 7 tweets

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