Once the largest city in the U.S. to declare bankruptcy, this Midwestern metropolis is now thriving. But some obstacles still remain.
Lee Minho of ‘Pachinko’ Needs His Notes App (12-10-2024)
“Whenever I get inspiration or feel something,” the “Pachinko” star said, “I go to my Notes app and write it down.”
Focus shifts to largecaps as midcaps face profit booking, says Rajesh Palviya, Axis Securities (12-10-2024)
Looking at the overall scenario, we believe that the focus is gradually shifting towards the largecap and midcaps are still under profit booking. So, major focus will shift on the largecap and very select pocket can do well as technical structure for the sector like pharma, chemical, little bit buying action has been witnessed in the metal as well as in the IT space also. So, these all three-four spaces can be looked at for near term.
How Roger Goodell Made the NFL the World’s Wealthiest Sports League (12-10-2024)
Under the expansionist leadership of its commissioner, the National Football League is growing richer and richer. So, too, is Mr. Goodell.
Genesys International – Product Monetisation (12-10-2024)
Genesys AGM 2024
1. Company is building its own map content, spent close to 200 crores for this , money spent on cones building and equipments sensors, cameras, drones , fleets etc.
2. Created all India Navigation map stack, street view of 1500 cities. 2d done for full India, 3d done for many cities. Don’t expect any more investments here for sensors etc, most of heavy lifting is done.
3. Significant growth to come in this sector. Internal target is 30-40% revenue growth for next 3 yrs.
4. Tray to increase margins compared to last 2 quarters.
5. 550 crore order book , most of it is for 12-18 months. Qualified pipeline of 3000 crores. Not l1 just made bids for these. Fairly hopeful of getting these, cant give % win of this 3000 cr.
6. Subscription revenue : content that is built , can be licensed. 20% of revenues will be o this easily.
7. 130 cr intangibles into revenue : Already started conversion to revenues.
8. 2nd half to be better than 1st half.
9. Recurring revenue from enterprises : like apple , google : Constant updates are needed here .
10. Launched auto vertical last Quarter. Very bullish on this vertical. In this year we can see few engagements, fortune to have NNG as partner.
11. 100 crore in Auto market : TAM is small at 500 cr in Automotive maps, Tam needs to expand.
12. Annuity : for map 20% maps in city to be updated so sensors/cameras to pick up these and hence some cost is there in annuity .
13. 3 segments , Mapping, Location intelligence , 3D
14. Location intelligence : For corporates and utilities like BFSI FMCG etc , using spatial data. A platform for these customers, will be launched this year.
15. Data accuracy at 5cm now.
16. For AI/ML : Company has the largest data repository in India for Mapping. Very hard for others to replicate.
17. Employees : 1500 people
Notes i took for self, pls dont treat this as transcript of agm from Genesys management. There would be lot of errors on my notetaking.
Disclosure: Holing and have added more in last 30 days.
Stuntbaazi…: Aditya Thackeray slams Mahayuti govt over IAF plane landing at Navi Mumbai airport (12-10-2024)
Aditya Thackeray criticized the BJP for using an IAF C-295 landing as a political stunt, arguing the entire Navi Mumbai International Airport should have been inaugurated if ready. He also claimed CM Eknath Shinde relies on Balasaheb Thackeray’s image instead of his own.
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (12-10-2024)
: Ceinsys 2024 AGM notes:
Hardik Jain
1. Order book ?- 750 crores , 18-24 months timeline.
2. Allygrow allygram what do they do ? – design for GM for 4wheelers and off road vehicles , 30% is held by Grammar.
3. Unbilled revenue ? : work is done and invoice yet to raised, its normal and will be seen qoq.
4. Growth ?- cant answer, but in fy24 grew 54% , q1fy25 grew by 54%, so there is going to be growth but no more comments on numbers
2nd speaker:
Acquisition: nothing yet, will inform .
Data centre : not into EPC, not going to spend capex to setup DC, design and maintain DC. 25-30% growth as per reports of 3rd party.
We have expertise. We will hire more ppl. No capex. Will be giving services only not EPC.
Outlook : no guidance, but see the past year we are growing well.
Margins : cant give exact margins, expect margins to sustain or increase . Margins good as we are matured in the industry. We will target higher margin orders in future.
500 cr topline : cant answer.
Mainly GiS and tech solutions, 70% geospatial ( in water management )
Order pipeline : additional 200-400 crore possible on top of 750 cr.
Gis: CEinsys 5% market share in India . mobility : 1-2% market share in India, tata and lot Kpit top competitors.
Gis Genesis rmsis, sic etc top competitors.
Gm and Grammar 30% revenues for ally.
Govt initiates on water, land mapping etc on Gis in budget. Total outlay of these schemes 113,000 crores, Ceinsys is major beneficiary.
US acq : US geospatial market, telecom market. More ppl in US now hired.
Cant give numbers on US.
Roadmap : Within 3 yrs 28-29 million n USD for ACQ , care edge will monitor the fund utilisation.
Keshav Garg :
Trade Rx : below 75 crore now. Risk for more than 6 months ones, no risk they will be paid as centre and state release the funds.
Bad debts : provision is made for accounting, but we will recover it.
Q4 will be heavy due to govt orders.
CAdsys not a competition.
Fy25: no significant capex. Will be met through operational inflow. Will be debt free.
Manish Gupta:
What has changed ? We are matured and able to serve higher level , can deliver full end to end solution rather than piecemeal.
Reason for order-book build up : technically capable now as we are matured.
Girish Gupta:
DC : same as above.
MegNext : developing the in house product .
Notes i took for self, pls dont treat this as transcript of agm from Ceinsys management. There would be lot of errors on my notetaking.
Disclosure: Holing and have added more in last 30 days.
Q: email notifications on new topics / ‘follow’ a user (12-10-2024)
Much asked for “Follow” feature enabled
@pratyushmittal 
DMart Q2 Results: Standalone PAT jumps 8% YoY to Rs 710 crore, revenue up 14% (12-10-2024)
Avenue Supermarts, which opeartes DMart stores reported an 8% year-on-year jump in its September quarter standalone net profit at Rs 710.37 crore versus Rs 658.54 crore reported in the year ago period.
Zoom webinar on stage investing (12-10-2024)
(post deleted by author)