I tried to dig a little into their past work. I see that they have something to showcase in the field of Web, Content Management and Mobile development. I see that most of the management is from Tekriti (http://www.tekritisoftware.com) which got acquired by Kellton in 2011. I am still trying to see what are their capabilities in the field of Analytics, Cloud and IoT which they claim to be having. They may still be able to do well with their past experience in the field of Mobility and Web development and with e-commerce still in its nascent stage.
Posts in category Value Pickr
Socially Responsible Investing? (01-12-2015)
Sectors mentioned may not be so ethical
pharma : some drugs are habit forming. proper due diligence not done before launches. bribing doctors for prescribing, etc
lending : unethical in many religions
credit rating : its like abhimanyu's chakravyu. i have had a company rated from x , and when i wanted to move to y which was quoting much lower, the process is very very painful
so on and so forth.
Socially Responsible Investing? (01-12-2015)
Hi,
This is very sensitive topic. If it comes to ethics, then one should not invest in any companies which harms the environment(air, water, soil, animal and trees). The exclude lists will be lot not a few what is mentioned.
TCPL Packaging Ltd. — Statistical Facts & Figures — Views Invited (01-12-2015)
@kunal_patel- Thank you for amazing info.
1) TCPL completed Haridwar Plant expansion in Spetember-2015, If you can find out how much incremental sales will come from that?
2) Promoter is relative of Goldfrey's promoter,
3)Please do let us know about any more expansion plans
4) TCPL were also supposed to enter into Pharma foray , where margins are better, if you can ask your friend regarding the same.
Eicher Motors (01-12-2015)
I have the BSE auto alert and it so happened that I was in my inbox when the mail came
Kellton Tech – Fast growing IT guy in ISMAC space (01-12-2015)
Guys,
Many have asked for detailing what is the risks/concern involved with the above cos. Frankly speaking, I dont have the required expertise to understand the intricacies/dynamics of ISMAC business. What I know from the macro front is that ISMAC is the next big trend in IT.
Kellton, to me, is a pure "earning momentum play". I have no idea about their moat, their strength/weakness, and that I think is the biggest risk.
But I feel it will be rewarding to get latched on it till the growth persists (They have another name for it, Transient Multibagger)
Regards,
-Subash
Eicher Motors (01-12-2015)
November 2015 presentation by the company to investor
http://www.eicher.in/uploads/1448876598_Eicher%2027-11-2015%20Rev3.pdf
Eicher Motors (01-12-2015)
You are at speed which meet BSE filing by the company. Do you share your server with BSE 
Also, personally would look at total sales then only domestic sales, growth in which case marginally lower then domestic sales.