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Hi Nishant, I wrote a detailed thread on why I think it can fail. While any setup can fail, but obviously some are more failure prone and some are less.
We were taught to measure base in 2 ways - depth and duration. These are the key factors which differentiates a (1/n)
We were taught to measure base in 2 ways - depth and duration. These are the key factors which differentiates a (1/n)
flat base kind of setup from larger bases like CNH and W Bottom, VCP as pattern etc.
According to WON, a base can qualify for a flat base if it is 4 week long and upto 15% deep. But WON himself says that Flat Bases are weak bases - they work better when they emerge as a (2/n)
According to WON, a base can qualify for a flat base if it is 4 week long and upto 15% deep. But WON himself says that Flat Bases are weak bases - they work better when they emerge as a (2/n)
base on base kind of thing.
Why Flat Bases are weak - think upon it. The answer lies in the Wyckoff's Law of Cause and Effect. Larger the cause, bigger the effect it will produce.
When I started reading WON's book - something which attracted my attention was - the book (3/n)
Why Flat Bases are weak - think upon it. The answer lies in the Wyckoff's Law of Cause and Effect. Larger the cause, bigger the effect it will produce.
When I started reading WON's book - something which attracted my attention was - the book (3/n)
If ever leave Twitter, will be proud of 2 things
1. Contribution during covid in apr'21
2. Continuous rant on overvaluation amplified from Oct'21
Here is master thread on each of those rants. Rarely asked but show some love if it made any +ve difference to your investing. journey
1. Contribution during covid in apr'21
2. Continuous rant on overvaluation amplified from Oct'21
Here is master thread on each of those rants. Rarely asked but show some love if it made any +ve difference to your investing. journey
About -
Happiest Minds Technologies Ltd is a Bangalore based IT service provider, which provides end-to-end solutions in the digital space. Co has 148 active customers in countries like US, UK, Australia, Canada and the Middle East. Founder of the co is Mr Ashok Soota.
Happiest Minds Technologies Ltd is a Bangalore based IT service provider, which provides end-to-end solutions in the digital space. Co has 148 active customers in countries like US, UK, Australia, Canada and the Middle East. Founder of the co is Mr Ashok Soota.
Financial Summary -
Q3FY22 (YoY)
Revenue at Rs 292cr ⬆️45%
PAT at Rs 49cr ⬆️16%
EPS at Rs 3.4 ⬆️ 17%
Q3FY22 (YoY)
Revenue at Rs 292cr ⬆️45%
PAT at Rs 49cr ⬆️16%
EPS at Rs 3.4 ⬆️ 17%
#HappiestMinds Q3 22 ConCall Highlights
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Numbers Update -
1. The revenue for Q3 stood at 284 cr up by 47.3% YoY and 7.3% QoQ
2. Total income for Q3 was 292 cr
3. EBITDA stood at 76 cr up by 27.8% YoY, PBT at 65 cr up by 22.8% YoY
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Numbers Update -
1. The revenue for Q3 stood at 284 cr up by 47.3% YoY and 7.3% QoQ
2. Total income for Q3 was 292 cr
3. EBITDA stood at 76 cr up by 27.8% YoY, PBT at 65 cr up by 22.8% YoY
4. EBITDA Margins were industry leading at 26.1%
5. DSO stood at 93 days
6. Attrition 21.1% TTM
Business Segments -
1. Product Engineering Services - The revenue from PES was 136.6 cr
2. Digital Business Services - The revenue from DBS stood at 85.11 cr
5. DSO stood at 93 days
6. Attrition 21.1% TTM
Business Segments -
1. Product Engineering Services - The revenue from PES was 136.6 cr
2. Digital Business Services - The revenue from DBS stood at 85.11 cr
3. Infrastructure Management & Security Services - The revenue from IMSS stood at 63.22 cr
4. The revenue from automation was 27.1% of total revenue, reported separately because automation overlaps with all the business segments.
4. The revenue from automation was 27.1% of total revenue, reported separately because automation overlaps with all the business segments.
So we are going to discuss a young digital co promoted by big names. The price has rallied exponentially & valuations are through the roof. This is an attempt to discover where the value lies & what's worth.
I have tried to be as balanced, neutral with my analysis as I could. Positive & Negatives, wherever applicable are duly presented. It is up to you to take this view or not. And pl, rising price can't ever justify lagging fundamentals.
If you are keen to understand business, read on. Those who care about price can ignore this one. Here is to #happiestminds
Ongoing IPO season and you’re frustrated about never getting allotment in any IPOs?
Don’t worry!,IPOs provide many opportunities post listing which many tend to ignore.
A Thread🧵 on one of my favourite setups called “IPO or Primary base”
Don’t worry!,IPOs provide many opportunities post listing which many tend to ignore.
A Thread🧵 on one of my favourite setups called “IPO or Primary base”
Key points I look for in an ideal IPO base setup:
1) Listed at a premium, indicating buyers demand.
2) Makes a high within 3-5 weeks on the left side (I prefer stocks having listing day as high).
3) Correction of 20-30% from the high made(these can extend upto 50-60% too).
1) Listed at a premium, indicating buyers demand.
2) Makes a high within 3-5 weeks on the left side (I prefer stocks having listing day as high).
3) Correction of 20-30% from the high made(these can extend upto 50-60% too).
4) Consolidation of 4-8 weeks is ideal post listing (a longer consolidation can also be considered).
5)Buy above breakout of listing day high on huge volumes.
Cheat entries only if consolidation below 8 weeks
6) Risk management is key
Average Stop loss of 7-8% from buy is kept.
5)Buy above breakout of listing day high on huge volumes.
Cheat entries only if consolidation below 8 weeks
6) Risk management is key
Average Stop loss of 7-8% from buy is kept.
My core portfolio and business tracking thread...
Growth
#laurus
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Compounder
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FMCG & Consumer/Discretionary
#tataconsumer
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Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
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#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
Platform
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#iex
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Other good businesses
#aplapollo
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#dmart
#titan
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#tatamotors
#bkt
2021 could finally be the year of India’s #TechIPOs as startups like @zomato, @delhivery, @policybazaar head for the public markets
businessinsider.in/business/start…
By @SanchDash
businessinsider.in/business/start…
By @SanchDash
@zomato @delhivery @policybazaar @SanchDash Multiple Indian startups like @zomato, @delhivery @policybazaar, @FreshworksInc, @Flipkart, @MyNykaa are reportedly eyeing the public markets in 2021.
#TechIPO #IPOs
#TechIPO #IPOs
@zomato @delhivery @policybazaar @SanchDash @FreshworksInc @Flipkart @MyNykaa India’s market regulator Securities and Exchange Board of India (SEBI) too is looking to ease norms to facilitate startup #IPOs in the country.
#TechIPO
#TechIPO
