A favorable signal to note is that the stock is currently undergoing a consolidation phase, accompanied by a decrease in trading volume.
Posts tagged Value Pickr
Zen technologies – A micro cap in the defense space! (15-01-2024)
The Indian Army has placed orders for two of these drones from the firm under emergency provisions that mandate that the systems supplied by vendors should be more than 60 per cent indigenous and should be under the ‘Make in India’ in Defence.
I am not sure which company got this order
Read more at:
Drishti-10 drones: Indian Army to deploy Drishti-10 drones near Pakistan border in Punjab – The Economic Times?
Dreamfolks services limited( DFS) (15-01-2024)
I think growth will come from opening of new lounges and as the existing lounges are already crowded.
Landmark Cars – Listed premium Car dealership in India (15-01-2024)
Promoter has sold around 2.3% and many employees/directors have sold shares, the company had given ESOPs of around 200,000 shares recently but selling is more than that, looks like insiders do not want to stay invested.
Telecom products – A way to play 5G, IOT, drones, connected cars, smart transport opportunity (15-01-2024)
Thanks Saikat, @banskt, for the insights. I have not delved much into satelite hence, as of now i have limited understanding of its impact of telco products. Also one of the risk I note is the health impact of small cell towers.
Deep dive continues – Small cells – Base Station Antennas BSAs
What?
Base station antenna radiates and receives the signal from user. Small cells boost the signal from macro-cell (traditional large towers). Hence, its worth noting that small-cell is not going to replace traditional large towers.
Source: https://tec.gov.in/pdf/Studypaper/TEC%20Committee%20Report%20on%20Rollout%20of%20small%20cells.pdf
Market size and growth:
BSAs market is USD9 billion dollar and it is likely to grow by 17% CAGR to reach about 28 billion by 2030.
Use cases – Large venues (stadiums, apartments, societies), connected cars, and autonomous cars (vehicle-to-everything (C-V2X), smart cities, smart transport,
Number of small cells required:
India shall need 5 to 10 times of existing large tower network (which stood at ~7.5 lakh towers in 2023). Hence, India will need about 40 to 80 lakh small cells as of today to completely deploy 5G in India. I think by 2023 only 3-4 lakh small cells were deployed. This puts market size of small cells between 1.6 lakh crores to 3 lakh crores (assuming cost per small cell at 5000rs per cell). There shall be a natural growth of the market as well. For small cell to grow India needs increased fiberation of up to 70% which is currently in 30-40% range. Hence, There is a room for growth for fiber (estimated in 11-12% range), large towers (5-15%), and small cells (30%+ for the next 3 to 5 years).
Source: Macrocell vs. Small Cell vs. Femtocell: A 5G introduction.
Other reads.
Macro cells vs. Small Cells – Wireless backhaul: Why we need small cells vs macro cells | Blu Wireless
Difference between 5G SA and NSA.
5G NSA vs. SA: How do the deployment modes differ? | TechTarget
Disclaimer: If you take any inferences from this write-up on stocks, then please note that I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose and my for my own future references. All the names mentioned/infered here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation.
Phantom Digital Effects Limited (15-01-2024)
They have paid 17cr for the distribution rights, We don’t know in how much they have sold the distribution rights (overseas & domestic).
Usually in co-production business the profit share is 8-10%
Disc- Invested
Phantom Digital Effects Limited (15-01-2024)
What I wanted to ask was didn’t Phantom sell the rights of the movie for a specified amount? I guess it was 19 crores?
So whatever additional the movie makes, phantom won’t get a piece of it?
Would be great if someone clear my doubts, thank you.
Disc- Invested, 6.37% of portfolio.
The Anti-Portfolio (15-01-2024)
Dear Vikas,
This thread is very useful and i have been silent reader.
How do you view collection efficiency of Ugro. Last 2 quarters it is revolving around 91% and deteriorated from 94% levels an year ago
Also like to know your overall views on this counter.
Phantom Digital Effects Limited (15-01-2024)
2 days collection about to reach 20cr, with hindi and telugu release atleast it should get the good response.
RBI wants banks to ditch some funds… But it shares zero data and shows zero awareness of just how difficult it would be for banks to follow its new guidelines (14-01-2024)
The underlying issue of this is also that RBI doesn’t want to make lending conditions a bit more stringent.
Most western banks won’t lend without a collateral
In the financial crises of 2008, the collateral was house price which they assumed and also overinflated but you don’t see a lot of business loan failures
The svb bank failure was due to them not hedging their interest rate exposure and even then the regulators had been warning them apparently
The second issue that faces not only this sector but probably the entire business and probably other sectors is the means to solve debt issues on courts at a faster pace. Sure countries like US and U.K. have a backlog but they have atleast put in place systems to tackle that
The problems we face are more structural in nature. Most countries would benchmark and adopt best working practices. In fact after Brexit when U.K. was required to renegotiate trade deals, they realised that they didn’t have a team with experience to head this area. So the entire international trade negotiation was awarded to an Australian citizen.
In India people would come on the streets if other than cricket and sports, we would take an external consultant for a key government area
The decision from RBI is not an isolated case. Many times these decisions are taken unilaterally with absolutely zero consultation with companies or people they will affect.
Somehow the lessons taught in IIM although helps the corporate world, the benefits of that brainpower and experience have to find a way into government.