This is because the PIB news didn’t name any company.
Posts tagged Value Pickr
NetWeb Technologies (Supercomputing?) (11-01-2024)
Netweb and E2E are totally different.
Netweb would be a supplier to E2E.
I don’t like either.
Netweb – for the reasons already mentioned here.
R&D team is small and not that qualified.
Server design and manufacturing is a very complex process and in this regard Netweb is competing with the likes of Dell, Supermicro, Lenovo, HP, etc.
I suspect they choose a design and get the parts shipped from abroad and assemble them here. This can be done easily. Or they purchase servers from white label server manufacturers and assemble the components as per customer specifications.
E2E would purchase servers and servers with GPUs from providers like Dell, HP, Netweb and host them in their colocation or on premise data centers. Install their cloud software with all the bells and whistles. Integrate the resources with a UI such that virtual machines, instances can be carved out of the underlying hardware and be rented – on demand or for a longer duration.
There may be few companies in India that do these but these solutions are very common globally. E2E is competing with the likes of GCP, Azure, AWS, etc.
None of the stuff these 2 companies are doing warrants any premium and too much extrapolation is being done.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
IF they dont name it, that means they dont have the proof. it is just allegation. I dont think there is reason to panick.
Elecon Engineering Limited (11-01-2024)
Check “Pragnesh portfolio”. He has done some analysis on Pitti.
Syrma SGS an Export Substitution opportunity in EMS sector (11-01-2024)
Detailed risk analysis & disclosure of your holding is missing. Till you comply, the thread remains locked.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
They are not refuting this. What they are saying is, they have not received any official communication from IT. That’s all.
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (11-01-2024)
It’s a positive move.
Assets are being built.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
Balanced take from @Worldlywiseinvestors as always.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
This is amazing… neither company is named in the PR nor any communication has been shared… = snail mail?
And there is no material adverse ‘financial’ impact… – so there is some impact??
What age are we living in!!
Valuepickr goes Europe (11-01-2024)
Hi Guys, I am a Strategy Consultant, having worked with KPMG Netherlands. I do professional research and would love to be part of this community.