Hi ayush, I am accessing screener.in from Muscat , not able to see export to excel tab , neither the new front end nor any of recent changes done. Are there any geographical restriction?

Spoke to a CTO/CIO in a listed pharma company, he felt that their service would be of interest to even non-US pharma companies as it may allow for management of compliance, proprietary data, etc. However, although he was on SAP, he did not seem eager to transfer to cloud in a hurry. Conclusion: for him the product was a ‘vitamin’ and not a ‘painkiller’. However this needs further validation with other companies.

In simple terms, cloud impacts OpEx and a normal Data Center impacts the CapEx. Based on the requirements, either of the two strategies could be used. Most CIOCTOs I have talked to suggest a strategized approach to cloud. A few Indian companies I know actually stopped using cloud as the OpEx was prohibitively expensive for them.

What is the likelihood of Amazon providing the same services to end users in house and making 8k/others redundant?

This IMO is highly unlikely. Most product companies depend on implementation partners for implementing their products. This helps as implementation partners have better local connect with end customers. This is similar to having channel partners to sell your products in a particular area.

Who are the other approved vendors of these cloud providers?

This IMO is the important question. I believe most large Indian IT vendors could also provide these services. What 8k miles will bring to the table is a faster, more efficient and more experienced team. And, the fact that they are building up a suite of solutions which complement the cloud could help their end clients.

Disclaimer: Not Invested, Interested and still learning the business model

Currently there seems to be an overhang of lot of variables on kaveri. So till the time the uncertainties clear one by one, I think stock price may remain range bound.

And added to that the current market correction has provided some decent alternatives so fancy returning for kaveri may take some time.

Posting my updated portfolio-
BAJAJ FINANCE- 13%
KVB – 11%
YES BANK – 16%
JYOTHY LABS – 10%
MARICO – 10%
TORRENT PH – 10%
EMAMI – 9%
IPCA LABS – 7%
JB CHEM – 5%
JAGRAN PR – 4%
GODREJ CONS – 2%
ITC – 2%

NEW ADDITIONS- GODREJ CONSUMER PRODUCTS
NO SELLING IN LAST ONE YEAR