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Aug 17, 2022 5 tweets 2 min read
#JASH Engineering : Key take aways from Q1FY23 Con-call
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1. As a policy they don't launch more than 2 products in 1 year (cautious)
2. A project is stuck/not moving in Singapore, MD himself going to meet client (skin in the game)

1/ Image 3. Play on Indigenisation of German tech ( Partner :Invent ) shall reduce cost significantly (Cost Leadership)
4. Rodney Hunt turnaround in process , wont buy global cos until they turnaround it completely (Focus)

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