I have already researched CMS and my notes are a bit scattered. However, your article is exceptionally well-organized and articulate, covering all the finer nuances of CMS. I can visualize the hard work you have put into this. I've been silently following your posts for a while. Thanks and great job, Chief!
Digitalization (terminal value) and Promoter selling overhang, will keep this stock in check. However, in India, Cash is still King (picture politicians enticing voters with UPI during election time and leaving a trace). With a competent management team overseeing efficient businesses, there is a tendency to explore new and exciting ventures and continually discover ways to generate income. Nonetheless, like the youngest child, this stock requires careful monitoring.
Thank you. This is helpful. Agree that it is a good company. But all the existing and new businesses verticals are completely in and around cash management. This is still holding me back from the last two years.
Very well written article, easy to understand and lot of research and effort taken. A big thank you for educating investors.
Hi Tar,
I have already researched CMS and my notes are a bit scattered. However, your article is exceptionally well-organized and articulate, covering all the finer nuances of CMS. I can visualize the hard work you have put into this. I've been silently following your posts for a while. Thanks and great job, Chief!
Digitalization (terminal value) and Promoter selling overhang, will keep this stock in check. However, in India, Cash is still King (picture politicians enticing voters with UPI during election time and leaving a trace). With a competent management team overseeing efficient businesses, there is a tendency to explore new and exciting ventures and continually discover ways to generate income. Nonetheless, like the youngest child, this stock requires careful monitoring.
Brilliant read, threadbare analysis and covered the risks part very well. Loved it
Well written article. Thanks for the efforts.
A big thank sir for info about of Info System.
Thank you. This is helpful. Agree that it is a good company. But all the existing and new businesses verticals are completely in and around cash management. This is still holding me back from the last two years.
Concise yet comprehensive. Such a great write up! Thank you so much for your efforts
A stupendous article, well researched and beautifully articulated.
Sharing with as many people possible.
Kudos.
Great work with the research brother....
Comprehensive and insightful!
Thanks for the hard work Tariq!
comprehensively covered combined with crisp insights. Excellent writeup 🙌
Kudos. Well researched Analysis.
You made it Simple and easy to understand even for a lay man!..Thanks Tareq..Gbu!
As always well researched article with hardwork from Tar brother.Nice read 👍👍👍
Really well written. Thanks for all the work you do.
Hey Tar, Great Work with the Research. More Colour on growth of Remote Monitoring Services would be nice.
At 100 Cr, it might be while before it contributes meaningfully to the overall Revenues, depending on how fast this grows.
And Since much of the thesis is incumbent on this playing off sooner than later, this section of the write up could've been more detailed.
Regardless, really loved the effort you put into these reports. Thanks so much !