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Amit Mishra Profile picture
Amit Mishra
@AmitMis93532571
India | Technology | Travel | IITK Alumnus | Learner | Stock Market | Tweets on stocks are not meant as buy/sell recommendation | #DYOR | RTs ≠ endorsements.
Jul 5, 2021 • 5 tweets • 4 min read
CPaaS & general Cloud Communication Sector will surprise everyone on the upside in India - expect it to exceed global CAGR avg.

Big theme for this decade - direct correlation with Digital theme.

Indian retail investors shouldn’t miss this opportunity.

gartner.com/doc/reprints?i… ImageImageImage Since timing the market is near impossible, interested investors should SIP in related stocks of their liking after due diligence.
Nov 3, 2020 • 59 tweets • 92 min read
#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
Nov 3, 2020 • 23 tweets • 27 min read
Thought of developing a bit more on comparisons being made between Route and Tanla

Both are in an undeniably hot sector and therefore attracting lot of attention

One needs to b careful while making any loose comparisons of Tanla & Route

(1/n)
#TanlaPlatform #Tanla #RouteMobile When one dispassionately looks at both scrips, it can be easily seen that they are miles apart on financials,business operations, promoters, clients, regulatory front

Will list some of the reasons here below for everyone's consideration.

(2/n)
#TanlaPlatform #Tanla #RouteMobile
Oct 29, 2020 • 17 tweets • 17 min read
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
Oct 24, 2020 • 14 tweets • 18 min read
@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).