External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Exchanges: MCX revenue is expected to decline by 6.8% QoQ, mainly due to a decline in futures volume and flat options revenue (a drop in effective realisation due to lower premium collection)</li><li>Higher payout to tech vendor will impact EBITDA margin (~9.4%, down 1,345bps QoQ)</li><li>The tech transition remains the key overhang, MCX has been conducting mock trading sessions and the current transition timeline stands at 30 June 2023</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Exchanges: MCX revenue is expected to decline by 6.8% QoQ, mainly due to a decline in futures volume and flat options revenue (a drop in effective realisation due to lower premium collection)Higher payout to tech vendor will impact EBITDA margin (~9.4%, down 1,345bps QoQ)The tech transition remains the key overhang, MCX has been conducting mock trading sessions and the current transition timeline stands at 30 June 2023Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Exchanges, Staffing and Internet - Soft Landing

Equity Bottom-Up

<ul><li>Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and digital transactions</li><li>Route is a global Application-to-Person (A2P) aggregator that commands a ~40% share of the ILD market and works with major Big Tech players (GAF)</li><li>It has increased its focus on domestic terminations, has added marquee logos and expanded the NLD market share to ~10%</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and digital transactionsRoute is a global Application-to-Person (A2P) aggregator that commands a ~40% share of the ILD market and works with major Big Tech players (GAF)It has increased its focus on domestic terminations, has added marquee logos and expanded the NLD market share to ~10%Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Route Mobile - En’Route’ Growth Spiral

Route Mobile - En’Route’ Growth Spiral. BUY

India

Route Mobile Limited provides mobile communication solutions. The Company offers text messaging, voice calling, number lookups, firewall, email, and other related services. Route Mobile serves customers worldwide.

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Route Mobile (ROUTE IN)

Exchanges, Staffing and Internet - Soft Landing

MCX revenue is expected to decline by 6.8% QoQ, mainly due to a decline in futures volume and flat options revenue (a drop in effective realisation...

HDFC Securities

Route Mobile - En’Route’ Growth Spiral

Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and...

HDFC Securities

Route Mobile - En’Route’ Growth Spiral. BUY

Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and...

HDFC Securities

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52-week Range

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