Hi
Is there any way to watch company Annual general meeting recording, is there any portal where i can either watch or read AGM after it’s being held
Thanks
Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (03-10-2024)
Investing Basics – Feel free to ask the most basic questions (03-10-2024)
Hi
Is there any way to watch company Annual general meeting recording, is there any portal where i can either watch or read AGM after it’s being held
Thanks
Investing Basics – Feel free to ask the most basic questions (03-10-2024)
Hi
Is there any way to watch company Annual general meeting recording, is there any portal where i can either watch or read AGM after it’s being held
Thanks
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (03-10-2024)
Sharing interview of Mr. Ashok Vaswani.
A bit disappointing for me. He didn’t give any specific milestones or timelines in the interview. Looks like there is no concrete update on RBI embargo as well.
Just a grand vision of being in top 3 by 2030 and the same jargon of customer centricity, etc! Have a look. Disagreements welcome!
Kotak Mahindra Bank’s New MD & CEO Ashok Vaswani On Stepping Into Uday Kotak’s Shoes & Growth Plan
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (03-10-2024)
Digispice is the company which own them and this is what they mentioned in May’23 earning Call in the CPAAS space , Which highlight the competitiveness and Customer sticky ness.
The things we realized during COVID specially, is that a lot of
companies, the stickiness of large enterprise customers to their CPaaS platforms continued.
So, we saw very little churn happening and every time someone went in with pricing as an
option, the existing vendors match the pricing to cool down to the customer. We also saw
global players in CPaaS enter the space and acquire some of the domestic companies. So, we
saw a lot of M&A activity as well. Net net, we realized that the CPaaS space was a lot more
competitive than we thought it was.
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (03-10-2024)
Digispice is the company which own them and this is what they mentioned in May’23 earning Call in the CPAAS space , Which highlight the competitiveness and Customer sticky ness.
The things we realized during COVID specially, is that a lot of
companies, the stickiness of large enterprise customers to their CPaaS platforms continued.
So, we saw very little churn happening and every time someone went in with pricing as an
option, the existing vendors match the pricing to cool down to the customer. We also saw
global players in CPaaS enter the space and acquire some of the domestic companies. So, we
saw a lot of M&A activity as well. Net net, we realized that the CPaaS space was a lot more
competitive than we thought it was.
SW Solar – A Turnaround Story (03-10-2024)
Nice compilation!
Two observations.
(BESS EBITDA margins for Gensol Engineering, a similar company, is around 90%) This is true because Gensol is manufacturing also it’s components of EPC business, otherwise pure EPC margins should be same in line with Non BESS Solar EPC business ± 2%.
About The special dividend of 110.
There are a few cases pending and i am not sure if it’s only the case that they have to receive the money or in some cases there can be contingencies also.
Have the ever said that there will not be any -negative impact of the court proceedings on the balance sheet?
SW Solar – A Turnaround Story (03-10-2024)
(post deleted by author)
SW Solar – A Turnaround Story (03-10-2024)
(post deleted by author)
Kitex Garments Limited (03-10-2024)
This was one of my bet Bangladesh free trade with USA, UK and Australia will be expiring in 2026/27. Also if India can make free trade with these countries that will be huge boost for export oriented companies