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Airtel - Long Term BullishA stock I've been mentioning for a while now. Now its even more in the news by not being in the news directly. Jio is raising money at sky high valuations, Airtel should get rerated too. Not only does it have a telecom business, it also has an african telecom business and also own a lot of telecom assets (towers). Value the business accordingly. Big players like amazon, google have 1 player left to tie up with. Thats Airtel. A short term buyer could go long above 540 with a Stoploss below 500. If your long term i wouldn't even have a staploss. I would look at add more around 450-410 if the markets fall. ARPU's will now continue to rise since Jio is done making its user acquisition, so this bodes well for the company as well.
NSE:BHARTIARTLLong
by rdkriplani
EDNT Setting Up Major Technical Buy Signal on a Tiny FloatThe Situation Edison Nation has been building a highly unique platform and model over recent months and years. And the company’s work is finally starting to show serious financial growth and traction. All of this lines up extremely well around a key strategy for an augmented launch early next year. The company is almost like a publicly traded venture capital firm: If you have a great idea, they provide an easy-to-use platform to help take it from “raw idea” to “major market success”, extracting their cut along the way. In other words, this is an ecommerce services play. EDNT shares have pulled back into a possible sweet spot in terms of value/bargain investment in high-growth-potential Nasdaq stocks: the pullback has happened despite a 36% increase in revenue and a 61% jump in gross profitability. In fact, during the 1H 2019, EDNT saw significant top-line growth of 49.7%, to $11.7 million, driven by continued IP success and scaling its consumer branding operations. The root of all of this growth is its process of sourcing the most innovative new product ideas, mostly through its proprietary “Edison Nation Innovation Platform”, which finds the most compelling new inventions and product ideas through proprietary algorithms, and then harnesses a pre-built infrastructure of go-to-market resources to get these products in front of consumers through a rapid process. Blowing it Up All that’s needed now is a way to juice awareness of these tools and what the company has put into place. Hence, the re-introduction of the company’s Emmy Award-winning TV show (“Everyday Edisons”) early next year – along with an associated app – will hold the potential to blow the roof off of this story. The key points of validation here are found in core products now succeeding in the market (such as Ezy Dose Medi-Spout, "911 Help Now" pendant, Goodie Gusher party product line, Lullaplayer, My Buddy Bernie, and Smarter Specs) and the company’s numerous high-powered strategic partnerships, including Xspand, Target, Walmart, Amazon, Rite Aid, Proctor and Gamble, and others. Edison Nation has received more than 100,000 idea submissions and has generated product sales above $250 million at retail through the development and management of over 300 campaigns in their marketplace for clients. Currently, the Edison Nation platform has a community of more than 200,000 innovators that confidentially submit ideas via the company's online platform. From this community, Edison Nation reviews and selects the most suitable projects for development, determined by the intellectual property value as well as by the practicality of the idea. From this vast community, Edison Nation generates revenue of between $25 - $100 per submission that is used to cover program fees and cost related to review. Edison Nation also makes its open innovation platform available to its members, which enables inventors from around the world to submit ideas for potential consumer products. Good Stuff is Happening • Launched exclusive new products for its theme park and entertainment customers, including Disney Parks and Resorts and Universal Studios including; Avatar Light Up Wood Sprite and Star Wars Baton and Shield Set for Disney Parks and Resorts; A Monsters Inc. interactive flashlight for Tokyo Disney; and a Jimmy Fallon microphone for Universal Resorts. • Licensed Ezy Dose Medi-Spout pill assist cap to Apothecary Products, a global leader in consumer wellness products. It is the second product licensed by Apothecary Products from Edison Nation's innovator community in what is an enhanced effort to license Edison community ideas to established brand partners. • Edison's Innovation Platform sources product ideas from an organically grown community of 200,000+. Coming First Quarter of 2020, a mobile application will serve to facilitate further platform engagement. • Return of Emmy award-winning TV show, "Everyday Edisons" with a February 11, 2020 premier - Thomas Edison's birthday - on a leading SVOD. This show is an inspirational reality TV series produced under license by Edison Nation, which chronicles the stories of first-time inventors as they launch their unique products into the marketplace in conjunction with the Edison Nation Online Innovation Platform. "Everyday Edisons" is produced by six-time Emmy Award-winning producer Michael Cable. • Developed the Edison Academy, inventor centric master classes, teaching the fundamentals of product development and inventing. The Academy serves as a resource to provide ongoing value to the organically grown Edison community of 200,000+, while captivating prospective inventors previously disengaged from Edison Nation. This initiative creates revenue opportunities in the form of recurring monthly and annual subscription fees. • Expanded their Online Innovation Platform with the "Edison's Design Challenge" that will encourage members of the innovation community to contribute to the design and innovation of products already in Edison Nation's product launch pipeline. • Expanded the Edison Online Innovation Platform with its Entrepreneur Partnership. The Entrepreneur Partnership is an opportunity for brands to further leverage Edison Nation's inventor community and proprietary range of services to launch new products or scale additional product line. Technical Situation Stock is trading on a truly tiny float of 2.48M shares. 6% of that float is currently held short (as of last month). That’s a powderkeg of upside potential in terms of the supply/demand dynamic (shortage of shares) that could get traction on any sharp rip fueled by fresh buzz in the market. The stock is also now trading above its 50-day MA for the first time in months, suggesting a large time frame shift in direction of trend may have already taken place under the surface. In line with that, we have seen a series of higher highs and a higher lows – the definition of uptrend – since June. A break above the $3/share level could be a major catalyst for upside momentum.
E
by GregFolin
Logitech and e-sports players (Selling shovels to miners)For those of you who had not noticed, e-sports is the next big phenomenon for young people. Ask your kids or grand-kids. E-sports is basically playing computer games on-line against other players or teams of players. Watching E-Sports It's not just the number of people playing of the games which are exploding, it's also the number of viewers watching the game. E-sports has become a big-time spectator sport. To illustrate: Over 40 million players participated in the Fortnite World Cup Championship, the final of which was held in Arthur Ashe Stadium New York between July 26th and 28th 2019. The stadium itself, which seats 19'000 was fully sold out. A further 2.3 million viewers watched the finals live on Twitch and YouTube. The prize money was $30 million with the top player taking home over $3 million. The finals of the same game in September 2018 attracted 713 thousand viewers. Perhaps the number of viewers seems small-beer compared the the Superbowl (98 million viewers) or the FIFA Football World-cup final (1.1 billion live viewrs), but the point is that the number of players and viewers is growing fast. In the Fortnite finals example above, the number of viewers trebled in 9 months. By 2020, Activate suggests that 70 million people will watch a single e-sports final, which is higher than the viewership for U.S. professional baseball, soccer, and hockey finals. By that time, consumers will watch 3 billion hours of esports, which accounts for 10 percent of all sports viewing. The top e-sports dedicated websites for watching e-sports are Twitch.tv (owned by Amazon in English) and Douyu.com (40% owned by Tencent in Chinese). The Alexa rankings are: Twitch 38th most visited with 988 million visits per month and DouYu 385th most visited with 112 million visitors a month. Needless to say, YouTube is also extremely popular for e-sports although it's obviously not dedicated to the topic. Playing E-Sports According to Statista, the number of regular players of e-sports is rising by around 15% to 20% a year (201 million enthusiasts in 2019), and this rate of growth is forecast to continue. The following dynamics are fueling the rise in players: Faster internet connection speeds: It is generally thought that you need a speed of at least 3Mbps down and 1Mbps up to play a fast moving game like Fortnite. Nearly half the people on the planet have access to this kind of speed. Popular websites where players can broadcast their games or watch others (YouTube, Twitch and DouYu). Cloud-Gaming: cloud gaming is the next big change in the gaming industry and will have a significant impact on digital games. Cloud gaming takes away an important hurdle in gaming—that of hardware requirements. Instead of storing a game on a disk or a hard disk, it is located in a computer center — the so-called cloud — and can be streamed via the internet from any location and to any end device. Players no longer need an upgraded PC, but only a stable internet connection. This does away with need to own the latest PC equipment and cards. You can play directly on a state-of-the art PC in the cloud. Effectively more devices including smart-phones and iPads, as well as older PCs will be able to play previously unavailable games. You don’t waste time downloading or updating games. Just choose the game you want, press ‘Play’, and get your very own gaming machine in seconds. Here's a comment from the viewer comments section of a live game on Twitch: "My mummy and daddy don't understand why I pay to watch you playing Fortnite. But you are my hero and I will love you forever" I think that comment just about sums it up. It's like the kid's adoration of football stars when I was growing up. Universities and schools are offering scholarships to talented e-sports players. It seems much easier for a kid to become and e-sports star than a football star. Unlike football, anyone could get there from their bedroom. There's no age limit. Selling shovels to gold-miners Irrespective of what game you play, you need excellent peripherals: Keyboard, mouse, speakers, cameras, headphones and microphone. Logitech is a major manufacturer of such equipment. They are a multi-brand company designing products "that bring people together through music, gaming, video and computing". In the fiscal year ending 31st March 2019 Logitech grew its total sales by 9%. Pointing device sales grew 4%, Keyboard sales by 8%, webcam sales by 19%, Tablet accessories by 42%, and gaming accessories by 32%. The net effect of this growth was a rise of over 20% in Earnings Per Share (EPS). Non-GAAP EPS grew 26 percent to $2.01, compared to $1.60 a year ago. In the annual report, Logitech confirmed its Fiscal Year 2020 outlook of mid to high single-digit sales growth in constant currency and $375 million to $385 million in non-GAAP operating income. That's a 7% tom 9% increase on 2019. In July Logitech published its Q1 2020 results. These show sales increasing 9% yoy and Q1 non-GAAP EPS grew 15 percent to $0.39, compared to $0.34 in the same quarter a year ago. Conclusion: Logitech are ahead of their growth plan. Logitech will publish its Q2 2020 results in the third week of October 2019. Analysts' consensus is that the company will have EPS of $2.36 in the current year. Based on the latest share price (6/9/2019) of CHF 40.53 (USD 41.00), the current year price earnings ratio is around 17X which seems good value for a company growing so steadily. Now lets look at the trend. The moving averages are all trending up giving Logitech good momentum to keep rising. As consequence of all of the above, I am adding Logitech to my buy list.
SIX:LOGNLong
by Clive_Thompson
MILTON PLASTICS # KuchNayaSochteHainMilton Plastics new advertisement which we see on TV, shows that they have come up with new products and i just simply fell in love with its products as its made up with high quality having good design and innovative products range. milton is very old very good brand name in home kitchen products segment. Even though the current fundamentals are not so impressive but still i believe that over a period of time their margins will certainly improve due to their quality products range. One can surf their products on amazon site. Technically stock is above its 200D EMA and now is in bullish trend so i believe that bullish trend to continue which will take its price to the levels of 26-28 in short term and it may even become multibagger in long term. Disclaimer : The stock picks are purely a view point of individual and there is no guarantee on the returns. Hence all the visitors are requested to apply their prudence and consult their financial adviser before acting on any of the recommendations by this any of its mode. I do not take responsibility of any losses incurred (if any) by acting on the recommendations.
BSE:MPLLong
by kaddakk