What I am trying to understand is the reason for difference in margins. The difference is huge. 8kmiles have 50% more margins than Kellton and even Cambridge has more margins than Kellton. I think you are right that everybody is going for IOT and I believe that we should have a basket of 3-4 companies if we want to play ISMAC. Big gun like Oracle is also entering into cloud service (one of my friend based in US told me).
I did not entered into Cambridge because it was ultramicrocap and now continuous upper and lower circuits scare me. I was invested in 8k miles soft from 600 levels and booked out completely at 1750 because I think the stock price completely discounts next 1.5 year performance. I will be willing to add if there is any fall as I like its clients and the margins 8k is making from those clients.
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