Authors CA Surendra Doki

7 days 30 days All time Recent Popular
SUBEX 💻

CMP:30

Technically given breakout at 19 only. I am posting this note after I got my own conviction.

Dont buy at one go, buy on DIP’s


-Positive points to be considered

SUBEX plans to foray into emerging verticals like Fintech&E-commerce by expanding digital trust business beyond its core area of Telecom sector

SUBEX is literally Zero /negligible debt company,hence it can focus on growth in new verticals

SUBEX main advantage is 75% of telecom companies are their clients

SUBEX now focusing on internet of things (IOT) , security and analytics and management expecting 140n to 200 crores additional revenue from new verticals

1/5 th of the global teleco’s tariff goes through company,counts British Telecom,Airtel,JIO,VI,T-Mobile,AT & T,Orannge and Swisscom and etc.

SUBEX has increased its employees by 15%

Key possitive factor for SUBEX is new and promising Management

SUBEX has massive leverage with the existing teleco customers thhey can take major advantage out of it to enhance their business in new areas such as IOT security,FinTech,Digital Trust, Cyber security & 5G.