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ICSA India
yeah!!! now Goldman sachs enters
Posted by :
hembhatTracked by: 0 Boarder
when market recovers, ICSA will gallop...
In reply to:
yeah!!! now Goldman sachs enters
Posted by :
mintu01254
Oh great strategy,Earlier this firm exited @ around 500 now entered with 35 cr stake. 
yeah!!! now Goldman sachs enters
Posted by :
cheetguyTracked by: 0 Boarder
Will Goldman Sachs save its own langot ???. Which i think will be owned by FED a govt organisation and will loose al its control to invest in emerging markets....
In reply to:
yeah!!! now Goldman sachs enters
Posted by : mintu01254
Oh great strategy,Earlier this firm exited @ around 500 now entered with 35 cr stake.
yeah!!! now Goldman sachs enters
Posted by : mintu01254Tracked by: 0 Boarder
Oh great strategy,Earlier this firm exited @ around 500 now entered with 35 cr stake. ...
First 200 now 150 and then 100???
Posted by : sandypTracked by: 0 Boarder
Hi reliabull,
BE cautious. Do not buy any stock till market crash below 9000. Sure it shall go below 9000 within very very short time,may be before OCT 2008.U may select only FUNDAMENTALLY strong large stocks ONLY in A group. Mid cap & Small cap will not run for at least 2-3 years. ...
In reply to:
First 200 now 150 and then 100???
Posted by : sandyp
Hi rags123,
It is bearish market & in bearish market if u see u will kanow good stock shall get at or below 3 p.e. There is slogan in MARATHI that
First 200 now 150 and then 100???
Posted by : sandypTracked by: 0 Boarder
Hi rags123,
It is bearish market & in bearish market if u see u will kanow good stock shall get at or below 3 p.e. There is slogan in MARATHI that ...
In reply to:
First 200 now 150 and then 100???
Posted by : rags123
sandyp,
It was interesting to read your sell call recommendation on ICSA at 400. Could you throw some light on the basis of buying at 150 or below?
First 200 now 150 and then 100???
Posted by : rags123Tracked by: 0 Boarder
sandyp,
It was interesting to read your sell call recommendation on ICSA at 400. Could you throw some light on the basis of buying at 150 or below?
...
In reply to:
First 200 now 150 and then 100???
Posted by : sandyp
Dear reliabull,
read ur list. OK.but u may buy these stocks at below level
1 GENUS power below 110
2 ABAN offshore at 3 digit level
3 VIDEOCON IND. 125+/-
4 LARsen (LNT) BElow 700/-
About other I have no idea.U may add following stocks with long term
of 10 years.
1 prajind 70+/-
2 sesagoa 90+/-
3gvk power 13+/-
4 punjlyod 175+/-
5 unitedspirit750+/-
6 jpassociates80+/-
7 jphydro30+/-
8 tatasteel250+/-
9 bhartiairtel600+/-
10 RPL90+/-
11 RPOWER100+/-
12 abb500+/-
These stocks are very sound in future. ALL THE BEST
First 200 now 150 and then 100???
Posted by : sandypTracked by: 0 Boarder
Dear reliabull,
read ur list. OK.but u may buy these stocks at below level
1 GENUS power below 110
2 ABAN offshore at 3 digit level
3 VIDEOCON IND. 125+/-
4 LARsen (LNT) BElow 700/-
About other I have no idea.U may add following stocks with long term
of 10 years.
1 prajind 70+/-
2 sesagoa 90+/-
3gvk power 13+/-
4 punjlyod 175+/-
5 unitedspirit750+/-
6 jpassociates80+/-
7 jphydro30+/-
8 tatasteel250+/-
9 bhartiairtel600+/-
10 RPL90+/-
11 RPOWER100+/-
12 abb500+/-
These stocks are very sound in future. ALL THE BEST
...
In reply to:
First 200 now 150 and then 100???
Posted by : reliabull
Dear Sandyp
Thank you. Wish you a Happy Dassera too!! Even my computer would be unable to follow your precise buying schedule. Here is my buying list
1. Accentia Technologies
2. Genus Power/Bharat Bijlee
3. Vinati Organics
4. Cerebra Integrated
5. Dolphin /Aban Offshore
6. Salzer Electronics
7. Videocon Industries
8. Larsen
I think i will have a good 4 lacs into all of this by next year for LT hold
Cheers
Reliabull
(PS- Small investors may please do their own research..)
First 200 now 150 and then 100???
Posted by :
rntyagiTracked by: 0 Boarder
I would like to add my preferred list:
1 Tulip
2 jubilant
3 Glodyne
4 Icsa
5 Zylog
6 Mcleod Rusell
7 Havell
8 Selan Exploration
9 SBI
10 Lanco Infra
11 Luptn
12 Sun Pharma...
In reply to:
First 200 now 150 and then 100???
Posted by : reliabull
Dear Sandyp
Thank you. Wish you a Happy Dassera too!! Even my computer would be unable to follow your precise buying schedule. Here is my buying list
1. Accentia Technologies
2. Genus Power/Bharat Bijlee
3. Vinati Organics
4. Cerebra Integrated
5. Dolphin /Aban Offshore
6. Salzer Electronics
7. Videocon Industries
8. Larsen
I think i will have a good 4 lacs into all of this by next year for LT hold
Cheers
Reliabull
(PS- Small investors may please do their own research..)
First 200 now 150 and then 100???
Posted by : reliabullTracked by: 0 Boarder
Dear Sandyp
Thank you. Wish you a Happy Dassera too!! Even my computer would be unable to follow your precise buying schedule. Here is my buying list
1. Accentia Technologies
2. Genus Power/Bharat Bijlee
3. Vinati Organics
4. Cerebra Integrated
5. Dolphin /Aban Offshore
6. Salzer Electronics
7. Videocon Industries
8. Larsen
I think i will have a good 4 lacs into all of this by next year for LT hold
Cheers
Reliabull
(PS- Small investors may please do their own research..)...
In reply to:
First 200 now 150 and then 100???
Posted by : sandyp
Hi reliabull,
Happy Dasara to u & ur family. Keep in mind that we both are not saying this is not good company. But our target for buying is different. U start from near @250/- level & I start from 170/-level.This is big difference. Now I am starting from 167/- & after every fall of 7% I am investing 10% of my SIP. Below 125/- I increase my SIP to 15% & then below 100/- @ 20 to 25% of my SIP. Due to this BE SURE we both shall remind each other. ALL THE BEST. Hope that we will be earn so high after 3 years. Disclose ur list of other sector where in ur investing through SIP that it shall help me.
Thanx Good Day
Is it going cheap ?
Posted by : poorfellowTracked by: 0 Boarder
I have seen from bse website that ICSA has secured orders for Rs.82.91 Crores during January & February 2008 and Rs.461.93 Crores during July to Sept 2008. During the 2nd Qr of 2008-09 part of orders received earlier also might have to be executed with these fresh orders. Company`s Operating Income and NP (in Rs. millions) for last four quarters are as follows:
Sept/07 OI = 1462.31, NP = 288.80, EPS = 36.41 (Rs.10/- FV shares)
Dec/07 OI = 1891.34, NP = 362.44 EPS = 8.93 (Rs.2/- FV shares)
Mar/08 OI = 2117.81, NP = 374.59 EPS = 8.58 (Rs.2/- FV shares)
June/08 OI = 2414.98, NP = 409.69 EPS = 9.31 (Rs.2/- FV shares)
From the above details one can assess the future results and do the needful as he likes. In my opinion the price is falling due only to selling by MF(s) and FII(s). It is a purely temporary phase for the shares of this company. One may please recollect the rebound of Orchid Chemicals few months back and of Ranbaxy just happened yesterday. The lesson I learnt in my long experience in stock market is that ...
In reply to:
Is it going cheap ?
Posted by : poorfellow
One should better go to the company`s website to see the answer of the technical part i.e. sale of product or service provider etc. I am not conversant with these details. I have seen its results from the bse website and credentials of the promoters from the company`s website. All the directors are esteemed technocrats. I have utmost faith on the promoters/Directors, who had tremendous sucess in their past services either in Govt. or private.
For the second part of your question, i.e. order book position etc., you have to keep faith on its past growth of turnover and profits. They may get huge orders at any date if presently not at hand (I do not know). Its products are of the latest technology and are coming out of their own research i.e. products are unique. They are used in conservation of electricity and safety of petrolium pipelines. In India, it has no contender at all. So, you have to put faith on the company.
Another reason to believe in growth is that it has got a 20MW windpower project at hand, under construction, which is a vital point to note.
I have told that I studied the price and volume movement. Yesterday I posted that it might cross Rs.200/- today. But unfortunately, today also a big seller (probably a mutual fund or an FII) has suddenly sold a bulk quantity of around 2.60 lakh shares at bse between Rs.161/- to Rs.164/- (Excuse: I do not follow nse movements). On such a sudden huge sell also, the price did not come down considerably. Anyway, due to overall negative sentiment of the market today, it could not go up. I believe, it will jump on friday or at least the next week. I became confident today that in the short term, its downside risk is very less.
First 200 now 150 and then 100???
Posted by : bstalatiTracked by: 0 Boarder
Dear,
don`t be so optimistic about partiular one stock. i too hold large numbers of ICSA i my portfolio. it is also true that it has unique business model, good cagr, alos poaying dividend. but, market do nt find any fancy in this script. FIIs are also selling, so, no body in the market found attrative valuation at this level also for ICSA.
When maket will go up, first large cap will move and than other. to sustain confinence in this stock one has to wait for Q2 number and see that if there any slowdown in growth or decline in margin.
Power policy of GOVT will not be final as the elections are very near. and this news are already discounted. Besides, now day there are changes inthe foundamentla of the company also like Asian ELe., Easun Reyrolle even Seimens. Growth are getting slow and slow.
so, don`t put you all eggs in one basket...
In reply to:
First 200 now 150 and then 100???
Posted by : reliabull
Dear Sandyp,
9000 is okay and so also 6050... No difference... i will buy now and even then. 3 years later all this won`t matter as far as ICSA is concerned... so keep this message in mind and remind me at that time..O.Kay?
Reliabull
First 200 now 150 and then 100???
Posted by : sandypTracked by: 0 Boarder
Hi reliabull,
Happy Dasara to u & ur family. Keep in mind that we both are not saying this is not good company. But our target for buying is different. U start from near @250/- level & I start from 170/-level.This is big difference. Now I am starting from 167/- & after every fall of 7% I am investing 10% of my SIP. Below 125/- I increase my SIP to 15% & then below 100/- @ 20 to 25% of my SIP. Due to this BE SURE we both shall remind each other. ALL THE BEST. Hope that we will be earn so high after 3 years. Disclose ur list of other sector where in ur investing through SIP that it shall help me.
Thanx Good Day ...
In reply to:
First 200 now 150 and then 100???
Posted by : reliabull
Dear Sandyp,
9000 is okay and so also 6050... No difference... i will buy now and even then. 3 years later all this won`t matter as far as ICSA is concerned... so keep this message in mind and remind me at that time..O.Kay?
Reliabull
We should concentrate on building values
Posted by : SundarChennaiTracked by: 0 Boarder
Dear All,
For the past 3 weeks all of us are reading many opinions of good contributors on ICSA. I have been a silent observer all these days.
And today I thought I should share one more important news. After reading this I think those who are spreading fear factor should rethink their strategy.
Inspite of the worldwide financial turmoil, The biggest independent Wall Street firm, Goldman Sachs on yesterday bought an additional Rs 357.5 million worth stake in ICSA India at 28% premium (Very important news for all) to the company`s stock price.
Goldman Sachs will buy stake by exercising an option to convert warrants into equity. It was allotted 1.75 million shares in ICSA raising the investment banks stake to 5.7%. The warrants were converted at a price of Rs 227 each. Goldman had paid 10% of the value earlier, or at the time it was issued the warrants.
Is Goldman Sachs is a fool to buy at 28% premium on yesterday???????
So we should concentrate on Value building rather than ...............?????...
First 200 now 150 and then 100???
Posted by : reliabullTracked by: 0 Boarder
Dear Sandyp,
9000 is okay and so also 6050... No difference... i will buy now and even then. 3 years later all this won`t matter as far as ICSA is concerned... so keep this message in mind and remind me at that time..O.Kay?
Reliabull
...
In reply to:
First 200 now 150 and then 100???
Posted by : sandyp
Hi reliabull,
Yes Yes 100% I have given a call @ 400/- to sell for buying @200/+/-But When we see various problem in world wide I am of the opinion that ICSA shall go down to below 150/- & in extreme case it shall be @ 100/-. On the other hand u r saying buy & this will not go below 200/- NOW U see it @ 155 today & my prediction shall come true that it may go 100/- level soon may be before Nov 2008.Yesterday I told u that u would LAUGH if I predict about SENSEX. Everyone is now saying it may go 9000 to 8500.My prediction is below 7000 before DEC 2008 & in extreme stage 6050. So keep this message in mind & remind me at that time. O.Kay
Is it going cheap ?
Posted by : poorfellowTracked by: 0 Boarder
One should better go to the company`s website to see the answer of the technical part i.e. sale of product or service provider etc. I am not conversant with these details. I have seen its results from the bse website and credentials of the promoters from the company`s website. All the directors are esteemed technocrats. I have utmost faith on the promoters/Directors, who had tremendous sucess in their past services either in Govt. or private.
For the second part of your question, i.e. order book position etc., you have to keep faith on its past growth of turnover and profits. They may get huge orders at any date if presently not at hand (I do not know). Its products are of the latest technology and are coming out of their own research i.e. products are unique. They are used in conservation of electricity and safety of petrolium pipelines. In India, it has no contender at all. So, you have to put faith on the company.
Another reason to believe in growth is that it has got a 20MW windpower project at hand, under construction, which is a vital point to note.
I have told that I studied the price and volume movement. Yesterday I posted that it might cross Rs.200/- today. But unfortunately, today also a big seller (probably a mutual fund or an FII) has suddenly sold a bulk quantity of around 2.60 lakh shares at bse between Rs.161/- to Rs.164/- (Excuse: I do not follow nse movements). On such a sudden huge sell also, the price did not come down considerably. Anyway, due to overall negative sentiment of the market today, it could not go up. I believe, it will jump on friday or at least the next week. I became confident today that in the short term, its downside risk is very less. ...
In reply to:
Is it going cheap ?
Posted by : hunter4multibag
what`s the expected result for ICSA India limited for September 2008 Quarter, can anyone give me idea about the results expected and order book of ICSA India and future outlook AND order book for coming years,and whether business model of ICSA india is to provide service on continues basis or sell basis (embedded technology division), if ICSA India provides service on continues basis like telecom service provider who provide service continuously and charge periodically and their service go on till customer remain with them and the same customer require service on continuous basis, then ICSA WILL FLY VERY HIGH IN COMING YEARS, OTHERWISE IT WILL DEPEND UPON HOW MUCH CONTRACT THEY GET IN EMBEDDED TECHNOLOGY DIVISION, BUT PRESENTLY THEIR ORDER BOOK IS LESSER THAN OR AROUND ONE YEARS EXPECTED SELL, WHICH SEEMS TO BE VERY LESS
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