Image
SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Technology & Strategy · Global Data AI Isn't Replacing Businesses—It's Redefining Competitive Advantage Two years ago, the AI debate revolved around whether companies should adopt artificial intelligence. That debate is over. Today the question is no longer who uses AI, but who is actually building lasting competitive advantage from it. According to the latest global data, the answer is surprisingly few. Start with the headline gap: 88% of companies now use AI in at least one business function. Just 6% are turning that usage into a measurable, meaningful impact on their bottom line. That gap between adoption and value, not the technology itself, is the real story of this decade — and the data behind it is more precise, and more revealing, than the headlines su...
Today's Recommendation:
Buy Noida Toll Bridge Company Ltd at Rs.27.2 for some good appreciation ahead. It is because:
1.The company has will very soon amalgamate the Company with its 100% subsidiary, DND Flyway Ltd. The Scheme of Amalgamation will have a positive impact on the Income Statement, since expenses which would have otherwise been amortised through the income statement, will be adjusted against Reserves and Surplus. The Scheme will have a healthy impact on the Company's profits and dividend paying capacity, going forward.
2. The Mayur Vihar Link Road (a road linking the Noida Toll Bridge to Mayur Vihar in East Delhi) which has been opened to traffic will work wonders for the company in the days ahead.
Buy with a price target of Rs.42 and Rs.60. If the revenues generated from the second brigdge is substantial, the target could be elevated further.

Comments

Popular posts from this blog