Kellton tech.. A value buy?

Viewing 14 posts - 1 through 14 (of 14 total)
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  • #12322
    gagan2189
    Registered Boarder

    I came across this scrip which engaged in Digital transformation of the companies and is actively involved in new technologies like cloud computing, internet of things etc. I myself has invested some amount in this stock. I will come up with the more detailed report very soon. In the mean time if my fellow investors want to share some knowledge about this scrip , they are most welcome.

    #12376
    bsenc
    Registered Boarder

    Sir, as a novice, I would also like to invest a small amount in this stock. Please let me know, whether Kellton Tech Solutions share is good for short term Or long term investment. Thank you

    1+
    #12399
    gagan2189
    Registered Boarder
    Topic Author

    Kellton tech first quarter results declared.
    Consolidated topline growth of around 12 percent and net profit increased by 13 percent. Margins remain the same.
    Company’s digital transformation segment is showing solid growth trajectory.

    2+
    #12653
    gagan2189
    Registered Boarder
    Topic Author

    Kellton tech has crossed a crucial resistance level of 52, in the next few weeks we can see a huge upside.

    0
    #12654
    gagan2189
    Registered Boarder
    Topic Author

    I have recently noticed that the company has issued dividend for the first time in past ten years, I am sharing a screen shot of the same.
    This shows that the company might be turning cash surplus.

    0
    #12656
    gagan2189
    Registered Boarder
    Topic Author

    Peer comparison shows its highly undervalued.

    2+
    #12658
    gagan2189
    Registered Boarder
    Topic Author

    I have created a playlist with whatever relevant informative videos I have found on youtube.

    Please add this playlist and I will keep updating this playlist with time

    #12950
    Mundada
    Registered Boarder

    Kellton tech after giving consistent performance for last 5 years, now has ambitious plan revenue 300 million$ from current 100m$.
    Interest cost is reducing from last 5 years.
    Visit website of company future technologies
    Low pe of 7 compared to sector pe.
    Good price to Bv ratio
    It is value buy
    It may be hidden gem

    #12992
    jay69
    Registered Boarder

    Kellton tech latest quarter (Q2) earnings concall.

    4+
    #12991
    jay69
    Registered Boarder

    Kellton Tech is the only stock which is into AI/ML, Block Chain, NFT, IoT yet trading in 2 digits while all other stocks in the list are trading in 4 figures.

    In short this stock holds massive potential in the times to come but right now its available at peanuts valuations with market cap of just ₹ 575 crores.

    *This is not a buy or sell recommendation.

    https://www.google.com/amp/s/www.ndtv.com/business/the-top-6-artificial-intelligence-plays-in-india-2641972/amp/1

    Top 5 Indian Artificial Intelligence Stocks in 2021

    https://www.prnewswire.com/news-releases/kellton-tech-bags-contract-to-build-innovative-nft-marketplace-on-blockchain-technology-301297611.html

    https://www.thehindubusinessline.com/companies/kellton-tech-eyes-revenues-of-300-mn-to-hire-400-employees/article35161928.ece/amp/

    #12995
    NIRAJ1
    Registered Boarder

    I started investmentin kellton afer studing fundaments. It is future stock and under-value at present. I am accumalting at every level. Recommand to buy and hold..

    #12997
    jay69
    Registered Boarder
    #13011
    Air_Bender
    Registered Boarder

    Some of the issues that I think are prevalent in Kelton tech which the management needs to address for better valuation:

    1. Low Operating Margins
    One of the lowest in the industry, 600 of the 1600 employees are based in the US, vs around 10% in other IT companies.

    2. Servicing (recurring) is only 10% of the revenue, rest is implementation (non recurring)

    3. No pricing power, since they offer generic non-specialized solutions, they don’t have any pricing power

    4. Business was severely affected by Covid, another wave will be detrimental.

    Some of the triggers for growth are:
    1. Improvement in margins and quicker movement of US employees to India.
    2. AI / ML / Blockchain verticals takeoff
    3. Growth driven by the new European business

    Overall, the management seems genuine and the stock is severely undervalued (PE less than 10, trading close to book value)

    #13048
    chris
    Registered Boarder

    Congratulations on the wonderful rally guys, super catch.I personally feel we are just getting warmed up.

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