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Kore Digital stock discussion page (19-11-2024)


Kore Digital Ltd (KDL) Stock Discussion Page

About Kore Digital Ltd

Founded in 2009, Kore Digital Ltd. (KDL) operates in telecom infrastructure, specializing in developing, maintaining, and leasing assets for major telecom operators and ISPs across Maharashtra.

Key Business Verticals

  1. Passive Infrastructure & OFC: Installation of telecom towers, poles, and fiber cables.
  2. Infrastructure Provider (IP) License: Maintenance of dark fiber, ducts, and towers.
  3. Operations & Maintenance (O&M): Fiber network upkeep to avoid damage from external activities.

Key Projects and Clientele

Projects span pole installations, fiber backbone development, and partnerships with prominent telecom firms. Clients include Vodafone Idea, Bharti Airtel, and Reliance Jio.

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IDFC First Bank Limited (19-11-2024)

IDFC First bank is one of the top 5 lenders to Fusion Finance (Ref Q2 FY25 Fusion Finance earnings call: https://youtu.be/PJ5n9S-iqbU?si=frffcM0EDrHwaMyR 22:55 min mark)

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Waaree Energies Ltd. – Is it just the Dawn? (19-11-2024)


If that’s the case then its a green flag for waaree, since all the other companies doing import business from china will stop & waree’s US investment will bear fruit more than expected.

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Waaree Energies Ltd. – Is it just the Dawn? (19-11-2024)

(post deleted by author)

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Phantom Digital Effects Limited (19-11-2024)

Last year on 27.11.2023, there FY25 guidelines as follows
Revenue: Rs 135-150 Cr
EBITDA margin: 35-40%
PAT: 25%
while they have covered FY24 projection at that time Rs 90 Cr, which was matched with actual number

On that basis, QIB fund was raised of Rs 80 Cr in the month of Dec 2023.

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Phantom Digital Effects Limited (19-11-2024)

Hi Shri,

That’s very helpful. Did the management guide on the net margins on H2 revenue?

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Hariom Pipes Ltd: A Capex Play! (19-11-2024)


Your calculations are incorrect (you are probably getting confused between “Metric ton” and “Million ton”)

Hariom’s end product capacity is ~4,00,000 ton. Note that gross capacity is ~7,00,000 ton, but this includes intermediate products that are consumed in-house.

Assume 9 mn tons industry sales of structural steel tube (i.e. 90,00,000 tons market size), then market share of Hariom, at full utilisation,would be 4/90 = 4.4% market share

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EIMCO ELECON — flag breakout (19-11-2024)

Company needs to enter into manufacturing of diverse and more complex mining machines for import substitution and also to be able to increase it’s export footprint.
They haven’t announced any capex so far. They have however increased their R&D spend from 2.8Cr to almost 6Cr.
R&D spend FY23:
image

R&D spend FY24:
image

So I would assume they haven’t been able to come up with anything tangible from their R&D efforts yet this year. Once they have made progress here they may look at capex. Also their cash seems to be 0, they may have to raise capital for any further capex depending on the quantum of it.

Their recent products, Continuous Miner and the Piling Rig seems to be a product of their collaboration with overseas companies. It’s imported technology that is being absorbed and to be adapted to Indian conditions:
image

Does this mean they don’t have the competency to come up with new tech on their own? And that warrants the increased R&D spend.

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Midcap Momentum Portfolio (19-11-2024)

@rami2k …its pure mathematics…the momentum is calculated based on price action of 6 month & 12 months.

Everyweek it is recalculated…which ever runs more, stays in list…anything which isnt running in the timeframe, gets a chop !

Momentum means math …Math is the rationale.

Trying to save vishwanath Bro’s time…hope i described it right ! :nerd_face: …yes ?

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Indraprastha Gas Limited (Special situation/Long term) (19-11-2024)

But can this APM allocation be considered equivalent to 2010-December gas cost hike and other instances like Ukraine war, etc.,?
Is this APM issue not a policy change and going to impact the sector’s fundamentals forever?

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