Launching #concallxpress by Scientific Investing covering 10 interesting questions.
Our small effort to appreciate contribution of analysts who ask great questions which helps us to understand businesses better.
Read #concallxpress for Q3FY24 here:
drive.google.com
Our small effort to appreciate contribution of analysts who ask great questions which helps us to understand businesses better.
Read #concallxpress for Q3FY24 here:
drive.google.com
1⃣ Newgen Technology
A question was asked over partnership with another product company in Insurance space called, Duck Creek, regarding the rationale, motivation and business model. Credits - Ashish Chopra from Goldman Sachs
A question was asked over partnership with another product company in Insurance space called, Duck Creek, regarding the rationale, motivation and business model. Credits - Ashish Chopra from Goldman Sachs
2⃣ Delta Corp
A question was asked to explain how GST in gaming has changed the business and taxation if company can explain with an example. Credits - Dixit Doshi from Whitestone Financial Advisors Private Limited
A question was asked to explain how GST in gaming has changed the business and taxation if company can explain with an example. Credits - Dixit Doshi from Whitestone Financial Advisors Private Limited
3⃣ Arvind Limited
A question was asked about India vs Bangladesh in Textiles space. Credits – Vikas Jain from Equirus
A question was asked about India vs Bangladesh in Textiles space. Credits – Vikas Jain from Equirus
4⃣ HDFC AMC
A question was asked to explain why revenue mix is better, but yields are down. Credits – Saurabh Kumar from JP Morgan
A question was asked to explain why revenue mix is better, but yields are down. Credits – Saurabh Kumar from JP Morgan
5⃣ Credo Brands
A question was asked to explain focus coming back on online sales . Credits – Ankit Kedia from Phillip Capital
A question was asked to explain focus coming back on online sales . Credits – Ankit Kedia from Phillip Capital
6⃣Indigo Paints
Question was asked on company’s success in tier 1 and 2 cities and competition . Credits – Aditya Bhartiye from Investec
Question was asked on company’s success in tier 1 and 2 cities and competition . Credits – Aditya Bhartiye from Investec
7⃣Sona Comstar
Question was asked on EV adoption in Bus segment . Credits – Kapil Singh
Question was asked on EV adoption in Bus segment . Credits – Kapil Singh
8⃣Sona Comstar
Another question was asked on EV slowdown, has EV lost its growth . Credits – Gunjan Prithiyani
Another question was asked on EV slowdown, has EV lost its growth . Credits – Gunjan Prithiyani
9⃣ Sona Comstar
Another question was asked on prospects of EV industry specific to India. Credits – Kapil Singh
Another question was asked on prospects of EV industry specific to India. Credits – Kapil Singh
🔟Intellect Design Arena
A question was asked regarding deals in core banking space. All credits to management to explain in detail. Credits – Chinmay Nema from prescient Capital
A question was asked regarding deals in core banking space. All credits to management to explain in detail. Credits – Chinmay Nema from prescient Capital
Correction: Arvind n HDFC AMC company description
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