A working link for the same from company website:
Best Airlines Rep selects AirGain for Accurate Pricing Intelligence – RateGain.
Posts in category Value Pickr
Rategain – Fast Growing SaaS Leader (02-12-2023)
A working link for the same from company website:
Best Airlines Rep selects AirGain for Accurate Pricing Intelligence – RateGain.
Rudra portfolio (02-12-2023)
Great note by from star fund manager Pankaj Tibrewal as he signs off from Kotak MF (https://twitter.com/pankajtibre/status/1730419196063059968?t=7975kxIbEMkYFqlQNJ9x6g&s=19)
Rudra portfolio (02-12-2023)
Great note by from star fund manager Pankaj Tibrewal as he signs off from Kotak MF (https://twitter.com/pankajtibre/status/1730419196063059968?t=7975kxIbEMkYFqlQNJ9x6g&s=19)
Nesco (02-12-2023)
Hi was going through the company financials and wanted input from members who are more closely following the company –
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Are tower 1 and 2 currently completely unusable?
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Has CAPEX of Tower 2 or BEC Hall 6 started?
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In Q2 the revenue for BEC has grown marginally however profits have fallen sharply. Why has this happened? I’m not able to figure out why the expenses should have risen significantly for this vertical?
Nesco (02-12-2023)
Hi was going through the company financials and wanted input from members who are more closely following the company –
-
Are tower 1 and 2 currently completely unusable?
-
Has CAPEX of Tower 2 or BEC Hall 6 started?
-
In Q2 the revenue for BEC has grown marginally however profits have fallen sharply. Why has this happened? I’m not able to figure out why the expenses should have risen significantly for this vertical?
Indian Energy Exchange (IEX) (02-12-2023)
Your confusion arises from an understanding that there will be multiple exchanges(A,B,C), that won’t be the case.
When market coupling is implemented, the MCO(Market Coupling Operator) becomes the sole exchange, and current players like IEX, PXIL and HPX get reduced to brokers. An analogy would be, MCO will be NSE and current exchanges like IEX will be brokers like Zerodha, Angel One etc.
So in this scenario, all transactions occur on MCO while the role of IEX will be primarily of price discovery. This is the popular understanding of MCO implementation, if there is a twist we will have to wait and watch.
This article gives a good introduction to overall business of IEX:
Indian Energy Exchange (IEX) (02-12-2023)
Your confusion arises from an understanding that there will be multiple exchanges(A,B,C), that won’t be the case.
When market coupling is implemented, the MCO(Market Coupling Operator) becomes the sole exchange, and current players like IEX, PXIL and HPX get reduced to brokers. An analogy would be, MCO will be NSE and current exchanges like IEX will be brokers like Zerodha, Angel One etc.
So in this scenario, all transactions occur on MCO while the role of IEX will be primarily of price discovery. This is the popular understanding of MCO implementation, if there is a twist we will have to wait and watch.
This article gives a good introduction to overall business of IEX: