The SME portfolio

Hi all
I feel SME portfolio shall be for investment and not for trading.

I have one such stock - ALL E TECHNOLOGY

All E Technology - cmp 163

This small company is worth having a look.

Company is co-develop with Microsoft. Contributed product improvements in MS Dynamics industry solution.

Few of its customers name include make my trip, naukri, bluedart etc
These customer are repeat customers

It is Looking to acquire a co in US who has a similar business profile so that net billing rate can go up significantly. For e.g. Right now client in US pays them $30/day, if they get in with a local talent then rate can go up to $200. But so will the expenses. But if they buy a co in US then they can pass some part of that to India and bring the net rate to $70-80.

All E Technology

Alletec Investors Call August 07, 2023