Discover and read the best of Twitter Threads about #insights

Krippenreiter

@krippenreiter

[1/🧵] @Ripple's Green ♻️ Agenda 2030 — Part 1/2

@Ripple as a significant actor in the achievement of the most critical goal of:
🌱 „Goal 13 Climate Action“

In part 1 of this series, I will break it ALL down for you in regards to #Ripple 🧵👇

[2/33] ⚠️ IMPORTANT NOTICE!

This is typically a heated topic. That is why I will do my best to be neutral, clear, and factual. Expect no guesstimates or personal opinions on this subject.

Everything is stated exactly as it is!

[3/33] Before I get any farther into the intricacies of #Ripple, we must first build the groundwork:

❓ What is the primary goal ❓
The purpose is to combat #climate change by enacting the "Paris Agreement" and meeting the "#UN Sustainable Development Goals [13]."

Read 35 tweets

Fabrice Epelboin

@epelboin

Les #twitterfiles - un thread sur le contenu des échanges internes chez Twitter autour de sa politique de modération, telle qu'elle se pratiquait jusqu'ici sur la plateforme... #s01e00 #contexte

#contexte #twitterfiles Depuis son arrivée il y a quelques semaines, Musk a viré la moitié du personnel, une autre moitié a suivi après qu'il ait explicité que les vacances et les week end, il fallait désormais faire une croix dessus.

#contexte #twitterfiles Musk a décroché au passage la médaille d'or de la politique RH la plus violente de la Silicon Valley, piétinant au passage moultes législations locales, oubliant sans doute que l'extraterritorialité du Droit américain avait quand même ses limites.

Read 253 tweets

Jose Manuel de la Chica

@Delachica

🧵(1) Los #datos de muchas empresas no están cumpliendo la promesa de aportar valor tangible (y #ROI) más allá de lo obvio. Hay que romper 6 hábitos "killer" muy extendidos para conseguir salvar la última milla del valor, que es la crítica. Estos malos hábitos en #analytics son:

(2) Mal hábito de analytics 1:
Tratar a los equipos de datos/análisis/#BI como una fábrica de paneles o dashboard más o menos útiles. Se suele además confundir el reporting con el #BusinessIntelligence y la visualización con cuadros de mando.

(3) Mal hábito de #analytics 2:
Analizar solo una parte de los datos disponibles.
No analizar los #datos en su totalidad o no asegurarse de su calidad, integridad y coherencia es un camino directo a los resultados sesgados e inválidos pero creibles (lo peor que puede pasar)

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TelcoTitans

@TelcoTitans

Thread | Quick recap of latest #telecom news and #insights, including BT's new Budapest office, Magyar Telekom's pay deal, exit at Pelipod & much more:

#Office #Telecom #Hybridworking #Europe #Operations #WFH

BT Hungary opens doors to new offices
eu1.hubs.ly/H01HX5G0

T-Systems probed over South African ‘state capture’ links

#Legal #Germany #Probe #Complaint #JacobZuma #Corruption #Africa #SouthAfrica #Political #Frankfurt

telcotitans.com/deutsche-telek…

BT’s Pelipod loses managing director

#Management #Subsidiary #Consulting #Logistics #Ventures #Startups #Innovation #BT

telcotitans.com/btwatch/bts-pe…

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TelcoTitans

@TelcoTitans

Thread | A quick recap of latest #telecom news and #insights, including Telefónica Deutschland- Elastic NV deal, DIV II fund, new Digicel CFO and much more:

O2 Germany picks Elastic for IT transformation
eu1.hubs.ly/H01DVMX0

#5G #Telecommunications #Telefonica #Germany

Safaricom’s long-awaited Ethiopian network begins pilot

telcotitans.com/vodafonewatch/…

#Safaricom #Africa #Ethiopia

Verizon’s John Townsend takes on new role at Digicel

telcotitans.com/vodafonewatch/…

#Caribbean #Management #CEO #Finance #US #SouthAmerica

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AlphaStreet India

@AlphSt_India

International Conveyors Ltd Q4 FY22 Earnings Concall Insights

#INTLCONV #INTLCONVQ4 #InternationalConveyors #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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Q&A Insights: Nitin Gandhi of @KifsTrade asked about reason for volatility in EBITDA margin. Udit S Director said it's because of demand supply imbalance due to COVID for last couple of qtrs. The volatility is expected to continue for a while, though a bit of moderation is seen.

Q&A Insights: Nitin Gandhi of @KifsTrade also asked about nature of huge loans extended in 2022. Udit Sethia Director said that these are loans given by INTLCONV under the respective approvals and are given under market ICD rate, which will give market rate return to the company.

Read 9 tweets

AlphaStreet India

@AlphSt_India

Zee Entertainment Enterprises Limited Q4 FY22 Earnings Concall Insights

#ZEEL #ZEELQ4 #ZeeEntertainment #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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Q&A Insights: Vivek Subbaraman of Ambit Capital asked if company's current balance sheet allows it to bid for IPL at all. Punit Goenka MD replied that it does and ZEEL can participate on its own. ZEEL has zero debt and has qualification to participate in the tender.

Q&A Insights: Vivek Subbaraman of Ambit Capital also enquired if ZEEL is contemplating taking on debt to bid for IPL rights. Punit Goenka MD said it's currently studying all options. There is no need to pay a large sum upfront. Only when the rights start, it will have to pay.

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AlphaStreet India

@AlphSt_India

Clean Science and Technology Limited Q4 FY22 Earnings Concall Insights

#CLEAN #CLEANQ4 #CleanScienceandTechnology #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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Q&A Insights: Harsh Shah of @lntmutualfund asked about full year revenue growth breakdown in terms of volume and value. Pratik Bora CFO said most of the growth came from volume. For BHA, the most margin-accretive product in portfolio, witnessed around 50% volume growth.

Q&A Insights: Harsh Shah of @lntmutualfund enquired about overall client additions. Siddharth Sikchi ED said it first added 2 new products; para benzoquinone and TBHQ. In products like BHA, added some new customers in LatAm.

Read 8 tweets

AlphaStreet India

@AlphSt_India

Aether Industries Ltd Q4 FY22 Earnings Concall Insights

#AETHER #AETHERQ4 #AetherIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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Q&A Insights: Gagan Thareja of @ASK_WM asked if growth would get constrained due to lack of capacity for first 3 qtrs of FY23. Rohan D Director said it is currently at 80% utilization and is constantly debottlenecking plants to increase capacity. Expects to reach 90-92% in FY23.

Q&A Insights: Gagan Thareja of @ASK_WM enquired about breakdown of sales growth into volume growth and price of sales mix for FY22. Rohan Desai Director replied that price increased by only 1.5-2% on an avg. overall, therefore whole growth in FY22 was due to volume.

Read 8 tweets

AlphaStreet India

@AlphSt_India

Titagarh Wagons Limited Q4 FY22 Earnings Concall Insights

#TWL #TWLQ4 #TitagarhWagons #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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TWL said the company backed the highest ever wagon order placed in the history of Indian Railways for a basic value of about INR7800 crore and a total value of INR9000 crore plus, taking the order backlog to INR10,00 crore for the Indian operation.

Q&A Insights: Abhijeet Dey of Equentis enquired about the avg. blended margins over 3 years for the Indian Railways order. Umesh Chowdhary MD said that avg. blended margin at EBITDA level in TWL’s business is 8-10%. And with the Indian Railways order, it expects the same guidance

Read 10 tweets

AlphaStreet India

@AlphSt_India

Arvind Fashions Ltd Q4 FY22 Earnings Concall Insights

#ARVINDFASN #ARVINDFASNQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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Despite two COVID waves, AFL grew revenues 32%, and reduced net debt by more than INR525 crores in the year. Expects retail and online channels to continue to drive growth and account for 60% to 65% of overall sales.

Q&A Insights: Nishit Rathi of CWC asked if US Polo, Tommy, Arrow, and Flying Machine, those will reach double-digit. Shailesh Chaturvedi MD said AFL’s guidance is that it should hit total portfolio double-digit pre-IndAS EBITDA in 12 to 18 months.

Read 9 tweets

AlphaStreet India

@AlphSt_India

Page Industries Ltd Q4 FY22 Earnings Concall Insights

#PAGEIND #PAGEINDQ4 #PageIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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Q&A Insights: Gaurav Jogani with @AXIS_Capital asked if the company took any price increase beyond the price increase announced in Dec. VS Ganesh CEO replied that the company didn’t have any further price increase other than the one it had in Dec.

Q&A Insights: Gaurav J of @AXIS_Capital asked that given the raw material stock PAGEIND has, if further price increase will be needed given the higher cotton prices. VS Ganesh CEO said it is closely monitoring the situation. If there is a need, PAGEIND will be touching the prices

Read 8 tweets

AlphaStreet India

@AlphSt_India

Muthoot Finance Limited Q4 FY22 Earnings Concall Insights

#MUTHOOTFIN #MUTHOOTFINQ4 #MuthootFinance #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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MUTHOOTFIN said it expects borrowing costs to go up gradually during FY23. Gold AUM grew by 11% in FY22 and the company expects a growth of 12-15% for FY23.

Q&A Insights: Abhijit Tibrewal of @MotilalOswalLtd asked about weak gold loan demand in core customer segments of 40,000-60,000 ticket size. George Muthoot MD replied that that ticket size has gone up to much higher levels due to economic growth. People now are borrowing more.

Read 10 tweets

AlphaStreet India

@AlphSt_India

Kolte-Patil Developers Ltd Q4 FY22 Earnings Concall Insights

#KOLTEPATIL #KOLTEPATILQ4 #KoltePatilDevelopers #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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KOLTEPATIL said that further from a new business development perspective, the company is focusing on newer micro markets in Pune.

Q&A Insights: Prithvi R of @unificapital asked what kind of price hikes was taken across projects and geographies. Rahul Talele CEO said wherever it got the opportunity of price rise, it has taken it. KOLTEPATIL has hiked price in range of 5-8% in Pune, Mumbai and Bangalore areas

Read 8 tweets

AlphaStreet India

@AlphSt_India

Torrent Pharmaceuticals Ltd Q4 FY22 Earnings Concall Insights

#TORNTPHARM #TORNTPHARMQ4 #TorrentPharmaceuticals #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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Q&A Insights: Anubhav A of @CreditSuisse asked about Brazil market, how much the 5 launches the company did in 4Q22 contributed as a percentage of sales. Sanjay Gupta ED said it showed a growth of about 21% and roughly about 13-14% of that is the contribution from new launches.

Q&A Insights: Anubhav A of @CreditSuisse asked how Brazil sales growth is expected in FY23. Sanjay Gupta ED replied that Brazilian GDP growth was about 4-4.5% and next year forecast is less than 1%. So assuming market grows at 8-10%, the company should be well above that.

Read 10 tweets

AlphaStreet India

@AlphSt_India

InterGlobe Aviation Limited Q4 FY22 Earnings Concall Insights

#INDIGO #INDIGOQ4 #InterGlobeAviation #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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INDIGO said it swung from a profitable 3Q22 to a loss-making 4Q22 because of about 15% higher fuel prices and on 11% lower capacity due to Omicron and a lower RASK of 2.9%.

In 1Q23, INDIGO expects the capacity to rebound at almost 2.5 times the capacity deployed in 1Q22.

Read 11 tweets

AlphaStreet India

@AlphSt_India

Rupa & Company Limited Q4 FY22 Earnings Concall Insights

#RUPA #RUPAQ4 #RupaCompany #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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Q&A Insights: Rohit Ohri of @progressiveshar asked about any growth capex plan related to property at Bangladesh. Vikash President said that due to COVID in last 2, 3 years, it was unable to take off, but RUPA is hopeful it will be able to start some business activity in FY22.

Q&A Insights: Rohit Ohri from @progressiveshar also asked about the turnover expectation from the Bangladesh property. Vikash Agarwal President answered that it’s difficult to comment but anywhere between INR50-100 crores is quite achievable. RUPA is looking for some partners.

Read 10 tweets

AlphaStreet India

@AlphSt_India

Steel Authority of India Ltd Q4 FY22 Earnings Concall Insights

#SAIL #SAILQ4 #SteelAuthorityofIndia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵

SAIL said it clocked its best ever production and sales during FY22. The sales have been the highest ever at 16.15 million tonnes as compared to 14.94 million tonnes in FY21. For the first time in history of SAIL, the company crossed revenues from operation of INR1 lakh crores.

Q&A Insights: Amit Dixit of @EdelweissFin asked about coking coal cost in 4Q22 in dollar terms and how it’s expected to change in 1Q23. Anil Tulsiani ED said it is likely to go up substantially. In Q4 it was in range of INR28,000-29,000 and it is expected to be up 10-12% in 1Q23.

Read 10 tweets

AlphaStreet India

@AlphSt_India

Zomato Ltd Q4 FY22 Earnings Concall Insights

#ZOMATO #ZOMATOQ4 #ZomatoLtd #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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Q&A Insights: Chirag Shah of @CLSAInsights asked what proportion of incremental customer acquisition is organic. Akshant Goyal CFO replied that more than 50% of new users every quarter are still organic, which means CAC is lower vs. standalone food delivery players.

Q&A Insights: Chirag Shah of @CLSAInsights enquired that as ZOMATO looks for adding adjacencies to its core food delivery business, what are the thoughts on the super app structure. Deepinder Goyal MD answered that ZOMATO haven't seen the super app work in India so far.

Read 10 tweets

AlphaStreet India

@AlphSt_India

Dr Lal PathLabs Ltd Q4 FY22 Earnings Concall Insights

#LALPATHLAB #LALPATHLABQ4 #DrLalPathLabs #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵

LALPATHLAB said it saw significant shift towards direct-to-home business, with home collections now contributing nearly 12%, which used to be in the range of 5-6% during pre-COVID days. Also the company saw bundled packages continuing to rise.

Q&A Insights: Prakash Kapadia of Anived asked why the growth was lower in organic non-COVID revenue that was only up 4% in 4Q YonY. Arvind Lal EC said that in month of Jan. non-COVID was fairly low, mainly due to Omicron wave, however, the company exited on a good note in 4Q.

Read 9 tweets

AlphaStreet India

@AlphSt_India

Neogen Chemicals Ltd Q4 FY22 Earnings Concall Insights

#NEOGEN #NEOGENQ4 #NeogenChemicals #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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NEOGEN said FY22 has been the best year in its history with highest level of growth in revenues at 69% in 4Q22 and 45% in FY22.

Q&A Insights: Anshul Verdia from @EdelweissFin asked that on the organic chemicals revenue, what led to the moderation QonQ of INR6 crore in terms of topline. Harin Kanani MD said it was driven by product mix and mainly because NEOGEN was trying to develop some new molecules.

Read 8 tweets

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