Can we calculate company sales growth by using sector CAGR.
Posts tagged Value Pickr
Investing Basics – Feel free to ask the most basic questions (29-08-2024)
Genrally in these companies, stores work on three formats,
CoFo: Company owned franchisee operated: – Here Inventory is owned by the company and store staff etc is managed by franchisee. (Certain International Brands run on this format)
FoFo: Franchisee Owned Franchisee Operated:- Here, inventory is sold to the franchisee, and you have fixed days to collect the trade receivables. Of course, you will have a deposit covering almost 70-90% of the average inventory cost.(ABFRL & Jockey are predominantly this)
FoCo: Franchisee Owned Company Operated: Here inventory is owned by the franchisee and store staff etc is operated thorugh the company. (More prevelant in restuarants and jewellery stores.)
Dreamfolks services limited( DFS) (29-08-2024)
If that’s the case, how can increase in pax by 2.2% lead to 20% rev growth ?
Sonata Software A Turnaround Story (29-08-2024)
@Sudhakar_Subramanian everytime you get an order for O365 you first get activate the license from
Microsoft platform by paying them money
Then you deliver to customer and collect as per the customer payment terms
These tend to be 30//60 days in large companies
Plus the margin you hVe fromMS is 2-3 percent
For Azure and AWS it might be slightly higher but its significantly lower than the IT Services business
Sumit’s Portfolio (29-08-2024)
In Teansteel, I am not being able to recognise any competitive advantage or pricing power… And investigation over.
Many a times we are not able to recognise an advantage which is there, but it does not matter. What is important is existence of advantage, where you recognise one.
Sumit’s Portfolio (28-08-2024)
that’s the process you use for all sorts of companies?
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (28-08-2024)
Trying to guage the opportunity with QORIX, the middleware JV with ZF. I have a question about QORIX and the automotive middleware stack if there is anyone here with expertise in the area that can comment add input it would be much appreciated.
- What does automotive middleware do? This is from the last conf call from Anup Sable. Anything beyond this would help.
“QORIX is actually a product that goes in between the application and
in the literal sense the operating system. So many people call
operating system that includes the middleware. But the difference
between an operating system and middleware is the operating system
usually deals with making the capabilities of the hardware available
to the application, whereas a middleware handled many
functionalities that the application needs or multiple applications or
a system needs to make it work efficiently “
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Are there competitors to QORIX or alternatives to using a middleware? What do companies use instead of QORIX or a middleware.
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KPIT is going to provide integration related to the QORIX. What does ZF bring to the table Electric Drives? Electric Mobility – ZF. What market share does ZF have in electric drives? Who are its competitors
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Will QORIX work with components such as Electric drives from other suppliers?
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QORIX intends to deliver company’s first complete middleware software package for the Snapdragon Digital Chassis solution. Is it true that Qualcomm has a 80% marketshare of the automotive chip market?
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Can anyone list auto OEMs that have decided to adopt the Snapdragon Digital Chassis solution?
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KPIT has mentioned several times that there might be another partner in QORIX. Any idea as to who this might be? A chip manufacturer, an OEM, cloud provider, etc?
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Some useful SDV schematics from Qualcomm
Past
Current
Future
Websol energy system ltd (28-08-2024)
@iampearl @TradingWithMind – I read the entire thread. Great work by both of you on this business!!!
All – sharing a IPO document by Niveshaay on Premier Energies. It gives a good view of how things stack up against the peers for Websol and the solar industry prospects in India.
NIA_Premier Energies_IPO Note.pdf (629.6 KB)
Disc: invested
Hitesh portfolio (28-08-2024)
#you mean ” IRB InvIT Fund “?
how can a fund give div yld?
Dreamfolks services limited( DFS) (28-08-2024)
Its number of people, who availed the lounge services