Sterlite Technologies Stock Analysis | 5G Infra Tailwinds | The Logical Investor

Описание: Fundamental Analysis of Sterlite Tech with valuations.
Explained the following:
Tailwinds in the sector.
Business Situation
Fundamentals
My investing strategy

Have explained about how with the coming of ORAN the tech is shifting from proprietary hardware and software to open technologies. This encourages competition and allows smaller players to enter the market. So far the sector has been dominated by 5 key players:
Huawei, ZTE, Nokia, Ericsson, Samsung. With ORAN, CRAN and VRAN Sterlite Tech is trying to transform itself from a Fiber Optic Cable manufacturer into a end to end solution provider.

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Further Reading:
https://techwireasia.com/2020/10/what...
shorturl.at/uDMO9
https://www.nokia.com/about-us/newsro...
https://www.fiercewireless.com/operat...
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Valuation Sheet: https://docs.google.com/spreadsheets/...

Presentation: https://docs.google.com/presentation/...
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Video Chapters:
00:00 Intro
1:36 Key Sectoral Trends
4:44 Company Info
5:20 Business Overview
10:04 ORAN, VRAN, CRAN
17:27 Industry
19:57 Fundamentals
24:57 Business Situation
27:32 Valuation
30:12 Conclusion
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Contact Me:
Twitter Handle:   / shubham_tli  
Email Id: [email protected]