Offline
| Post a Message | Explore Forums | Browse Stock Messages | Hot Discussions | Top rated Messages | Top Boarders | |
|
|
|
Educomp Solutions
Open naked short in Educomp
Posted by :
fmcgbitesTracked by: 0 Boarder
prepare yourself for the said target....
In reply to:
Open naked short in Educomp
Posted by : fmcgbites
Open naked short in Educomp at 3100+ for October series
H & S formation
target 2620
BSE Announcements on Educomp Sol
Posted by :
MMB MessengerTracked by: 0 Boarder
Educomp Solutions Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on October 13, 2008, to consider the following matters:
1. In continuation of earlier approval granted by the members of the Company to raise the funds, to consider alternative modes for raising of funds.
2. To consider and if thought fit, approve Educomp Employee Stock Option Scheme 2008....
Stocks to watchout .....
Posted by : NooreshTracked by: 0 Boarder
BPCL , HPCL are firming up on charts and could be bought on dips or as and when crude dips below 90 could see a run up .
Educomp below 3050 if sustains could give a dip to 2800 or lower and can be used for a quick trade.
For more search nooresh on google......
Rule easy
Posted by : vkk43Tracked by: 0 Boarder
I had posted repeated msgs one month back at around 3700/- that the share should fall substantially under the present market conditions. Today it has fallen below 3000/-. Likely to get support below 2500/-....
Open naked short in Educomp
Posted by : fmcgbitesTracked by: 0 Boarder
Open naked short in Educomp at 3100+ for October series
H & S formation
target 2620
...
Support-Resistance LEVELS for TOMORROW !
Posted by : DUstocksTracked by: 0 Boarder
R3 R2 R1 P S1 S2 S3
3483.86 3401.43 3268.86 3186.43 3053.86 2971.43 2838.86
...
Educomp may undergo correction.
Posted by : shareviewsTracked by: 0 Boarder
Better do not take new postions in this stock. The concern is not due to any bad news, but the high price factor makes such stcoks very much vulnerable. Just see Aban Offshore loosing unexpectedly by around 15% even when they are getting more and more new orders....
Sell - Expect it touch 12-1500 in 3 mnths
Posted by :
agrawalsec64Tracked by: 0 Boarder
Hold
1. Educomp has developed good quality education softwares like smartclass which now require very minimal capital expenditure. Hence there is great profit in selling of smartclass products
2. Lot of expenditure is expected from Government and private sector for education hence educomp has seen only tip of the iceberg.
3. Educomp is flush with funds. It has 500 cr lying for fresh investments (see interview of director)
4. FII have sold what they wanted. No more sell expected for the time being. Even the Citi Group has raised its investment last month
5. Company is growing at 100% per annum hence PE is justified.
6. NIIT and Aptech are old stocks and are badly managed. Even if you have invested in these in bear market before 2000 you have not earned any significant amount from these stocks.
For the time being hold educomp. Promoters have a different way of doing business. Their products like smrtclass, mathguru, Topper are all very good and difficult for others to copy. Hence good growth can be expected, I hope....
In reply to:
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : ninkyrajiv
Rationale:
1. Educomp Model is capital Intensive. they deploy hardware and software and get contract from schools over 5 years. All school contracts expire in 5 years (3.5 more years).
2. Economy worldwise to go down for next 2 years.
3. No fresh flow or capital investment possile in these Mkts.
4. FII holding as of 30 Jun 08, was 32%. First ship they will sell and run regardless of value. ML & Citicorp will sell to bolster US MKT cash position. Once that starts it can go down to below 1000 levels.
5. Raffles JV not taking off. Is a non starter.
6. Most importantly PE of 80, even if one assumes 100% growth in profit for 2009, it will still be @ PE of 35+ @ a price of 2500 (current price is 3200). MKT cap of 6000 Crores at this price does not make sense for a company with turnover of 300 Crores.
7. With this money, you can buy NIIT and NIIT Tech and Aptech, which have 5000 Franchise centers globally with all content and IPR not only in India, but China and Brazil and still have LOT of cash left. These have trained over 2 Million students globally (as brand ambaassadors). So think again about value.
8. Promoters themselves did IPO @ sub 500 levels 1.5 -2 years back. So 7 times in 1.5 years means MKT given more value than promoters themselves thought!
NSE Announcements on Educomp Sol
Posted by : MMB MessengerTracked by: 0 Boarder
Educomp Solutions Limited has informed the Exchange that "Remuneration committee allotted 2235 equity shares through circular resolution on 01st October 2008 under ESOP Scheme 2006 of the Company. Consequent to the above allotment, the paid up share capital of the Company has gone up from 1,72,80,749 equity shares of Rs 10/- each aggregating Rs 17,28,07,490 to 1,72,82,984 equity shares of Rs 10/- each aggregating Rs 17,28,29,840"....
BSE Announcements on Educomp Sol
Posted by : MMB MessengerTracked by: 0 Boarder
Educomp Solutions Ltd has informed BSE that Remuneration committee allotted 2235 equity shares through circular resolution on October 01, 2008 under ESOP Scheme 2006 of the Company.
Consequent to the above allotment, the paid up share capital of the Company has gone up from 1,72,80,749 equity shares of Rs 10/- each aggregating Rs 17,28,07,490 to 1,72,82,984 equity shares of Rs 10/- each aggregating Rs 17,28,29,840....
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : GuestTracked by: 0 Boarder
Dear ninkyrajiv,
The company has long term contracts with schools, which provides significant visibility to future is the way to analyze these contracts. The targets that the company has given for next year for revenue and profits, does not require any fresh capital.
How do you know this "Raffles JV not taking off.Is a non starter"?
...
In reply to:
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : ninkyrajiv
Rationale:
1. Educomp Model is capital Intensive. they deploy hardware and software and get contract from schools over 5 years. All school contracts expire in 5 years (3.5 more years).
2. Economy worldwise to go down for next 2 years.
3. No fresh flow or capital investment possile in these Mkts.
4. FII holding as of 30 Jun 08, was 32%. First ship they will sell and run regardless of value. ML & Citicorp will sell to bolster US MKT cash position. Once that starts it can go down to below 1000 levels.
5. Raffles JV not taking off. Is a non starter.
6. Most importantly PE of 80, even if one assumes 100% growth in profit for 2009, it will still be @ PE of 35+ @ a price of 2500 (current price is 3200). MKT cap of 6000 Crores at this price does not make sense for a company with turnover of 300 Crores.
7. With this money, you can buy NIIT and NIIT Tech and Aptech, which have 5000 Franchise centers globally with all content and IPR not only in India, but China and Brazil and still have LOT of cash left. These have trained over 2 Million students globally (as brand ambaassadors). So think again about value.
8. Promoters themselves did IPO @ sub 500 levels 1.5 -2 years back. So 7 times in 1.5 years means MKT given more value than promoters themselves thought!
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : GuestTracked by: 0 Boarder
dear ninkyrajiv
The company has long term contracts with schools, which provides significant visibility to future is the way to analyze these contracts. The targets that the company has given for next year for revenue and profits, does not require any fresh capital.
How do you know that Raffles JV will not taking off?
...
In reply to:
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : ninkyrajiv
Rationale:
1. Educomp Model is capital Intensive. they deploy hardware and software and get contract from schools over 5 years. All school contracts expire in 5 years (3.5 more years).
2. Economy worldwise to go down for next 2 years.
3. No fresh flow or capital investment possile in these Mkts.
4. FII holding as of 30 Jun 08, was 32%. First ship they will sell and run regardless of value. ML & Citicorp will sell to bolster US MKT cash position. Once that starts it can go down to below 1000 levels.
5. Raffles JV not taking off. Is a non starter.
6. Most importantly PE of 80, even if one assumes 100% growth in profit for 2009, it will still be @ PE of 35+ @ a price of 2500 (current price is 3200). MKT cap of 6000 Crores at this price does not make sense for a company with turnover of 300 Crores.
7. With this money, you can buy NIIT and NIIT Tech and Aptech, which have 5000 Franchise centers globally with all content and IPR not only in India, but China and Brazil and still have LOT of cash left. These have trained over 2 Million students globally (as brand ambaassadors). So think again about value.
8. Promoters themselves did IPO @ sub 500 levels 1.5 -2 years back. So 7 times in 1.5 years means MKT given more value than promoters themselves thought!
Rocket is on it\\`s journey up!!!
Posted by : GuestTracked by: 0 Boarder
Whatever anybody says about Educomp, it is just that they dont understand it\\`s worth. Those who have seen their Topper learning channel (with Network 18) should be able to understand the might of Educomp. Their content & the reach is unmatchable by any Aptech, NIIT or Everonn & that\\`s why the stock recovers from 3000 levels immediately. Let 1 or 2 FIIs sell, all thos ewho realise it\\`s potential will lap it up instantly. So buy now if you understand the worth properly because remember, the stock markets realise the future worth of a company & then give it the appropriate discounting & not the other way. There is only one way that this rocket can go for next 5-6 years - & THAT\\`S UP.!!!!...
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : SRSRTracked by: 0 Boarder
very good analysis...guess u should also factor in growing competition which I thought was missing....
In reply to:
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : ninkyrajiv
Rationale:
1. Educomp Model is capital Intensive. they deploy hardware and software and get contract from schools over 5 years. All school contracts expire in 5 years (3.5 more years).
2. Economy worldwise to go down for next 2 years.
3. No fresh flow or capital investment possile in these Mkts.
4. FII holding as of 30 Jun 08, was 32%. First ship they will sell and run regardless of value. ML & Citicorp will sell to bolster US MKT cash position. Once that starts it can go down to below 1000 levels.
5. Raffles JV not taking off. Is a non starter.
6. Most importantly PE of 80, even if one assumes 100% growth in profit for 2009, it will still be @ PE of 35+ @ a price of 2500 (current price is 3200). MKT cap of 6000 Crores at this price does not make sense for a company with turnover of 300 Crores.
7. With this money, you can buy NIIT and NIIT Tech and Aptech, which have 5000 Franchise centers globally with all content and IPR not only in India, but China and Brazil and still have LOT of cash left. These have trained over 2 Million students globally (as brand ambaassadors). So think again about value.
8. Promoters themselves did IPO @ sub 500 levels 1.5 -2 years back. So 7 times in 1.5 years means MKT given more value than promoters themselves thought!
Sell - Expect it touch 12-1500 in 3 mnths
Posted by : ninkyrajivTracked by: 0 Boarder
Rationale:
1. Educomp Model is capital Intensive. they deploy hardware and software and get contract from schools over 5 years. All school contracts expire in 5 years (3.5 more years).
2. Economy worldwise to go down for next 2 years.
3. No fresh flow or capital investment possile in these Mkts.
4. FII holding as of 30 Jun 08, was 32%. First ship they will sell and run regardless of value. ML & Citicorp will sell to bolster US MKT cash position. Once that starts it can go down to below 1000 levels.
5. Raffles JV not taking off. Is a non starter.
6. Most importantly PE of 80, even if one assumes 100% growth in profit for 2009, it will still be @ PE of 35+ @ a price of 2500 (current price is 3200). MKT cap of 6000 Crores at this price does not make sense for a company with turnover of 300 Crores.
7. With this money, you can buy NIIT and NIIT Tech and Aptech, which have 5000 Franchise centers globally with all content and IPR not only in India, but China and Brazil and still have LOT of cash left. These have trained over 2 Million students globally (as brand ambaassadors). So think again about value.
8. Promoters themselves did IPO @ sub 500 levels 1.5 -2 years back. So 7 times in 1.5 years means MKT given more value than promoters themselves thought!...
Boarders Outlook on Educomp Sol
negative outlook1 queries on Educomp Sol
More from the Computers - Software - Training Sector
Boarders tracking Educomp Sol
see more News Updates on Educomp Sol
