Who do you think the real competitors are in the enterprise space?
The addition of new customers is still good. But for whatever promise the platform business shows it’s just 10-15% off the total revenues. It’s not going to scale up overnight. Hoping that Truecaller can be the start of better times ahead.
Hello sir ,
I see you held nmdc in the past. Can you tell what’s your view on this company at current share price?
But when they fall, and before they go back up… the risk is high… Why…
RBI allows 91% disbursal, but they give only 75%.
The company as a 25% policy buffer. As this buffer gets exhausted, risk increases. Take the recent case, the fall is round 18%, risk is alarming.
What if it fell another 18%?
Muthoot would have a very hard time recovering!
How will consumers pay for it and to whom if this is not via their telcos data plans? Will sankhya launch B2C plans and do they have licence for same or will join auctions?
It seems that now MAX estate is on track, they acquired 2 lands in Noida and one more NCLT resolution is near.
Sorry didn’t follow up on this. But gold price do not fluctuate much and in the long run gold price will increase.
Their 5 yr revenue growth is 14% and profit growth 27% which shows it is quite resilient to it. Am I missing something?
Please correct me where I am going wrong. Thankyou in advance.
Gold business volumes are high when gold prices are high and less when prices are low. Hence the stock price correction.
