Stocks

NSE Announcements on Blue Bird

Posted by : Guest

chief:Hoe does CDR help company? does it mean a company will perform better in longterm?

Vishal`s true picture puffed up: Auditors

Posted by : fundoobull1

Yes today was a bad day for Vishal but I would stick it. There will be a meeting on March 26. Let us see what happens.

Govt. of India buying Gas from Qatar at per mmBtu.

Posted by : pyaretaj

Indian Govt has decided to buy gas from Qatar at the rate of per mmBtu. This news report came in this afternoon and it was shocking to note as to why GOI is buying gas in the double the price from overseas, leaving alone the gas from KG basin at cheaper price? Wonder what could be the issue pertaining to RIL and GOI tussel.

There was no further information on this report. More detail news is awaited.

Taj.

Concurrent infra`s Q4FY10 earnings estimates : Be and Make

Posted by : Be and Make

Financials of Concurrent Infra:

As per our analysis the numbers are to be much brighter in the upcoming quarters. The execution of the order will be pick up in the second and third quarter of the FY11. So, we can expect much more action in the second half of the FY11. In this quarter we came with the higher OPM margins as the business model has higher margins. Once, the Kazi aviation revenues comes in to the concurrent’s numbers then the margins will improve further and further as the business vertical has very little competition and higher margins.

Right now, the company is going with zero debt, which is another big reason for the higher NPM% margins. As the management eager to grow very rapidly we can expect more mergers or acquisitions in the auxiliary sectors of infrastructure like cement and steel.

Valuations and outlook:

We can not compare it with the past quarters performance as the business model is completely different. In the recent interviews, management guided for a top line of Rs.200Cr for FY11. In our analysis, we found that the management will surely beat the guidance as they have huge order book. Considering the sino-lanka’s huge order of Rs.1300Cr we can assume that the top line is defiantly above the guidance.
Considering the very aggressive strategies by the management we can expect more big orders in the near term. If they happened the stock will be re-rated for sure. Kazi aviation deal is yet not disclosed in terms of value. So, if it is disclosed then how much money they invested, bought and any dilution will come in. Till that we can not predict the exact bottom line numbers for the FY11. We wish to continue the rating ‘Multi-bagger’ even at the current levels.

---
For to get the complete numbers please download the report here:
//ww(w).ziddu(.)com/download/9049024/ConcurrentInfra_Q4FY10E_beandmake.pdf.html

(Remove the two brackets)

with thanks
be and make
//stockstowin.blogspot.c0m

Concurrent infra`s Q4FY10 earnings estimates : Be and Make

Posted by : Be and Make

Financials of Concurrent Infra:

As per our analysis the numbers are to be much brighter in the upcoming quarters. The execution of the order will be pick up in the second and third quarter of the FY11. So, we can expect much more action in the second half of the FY11. In this quarter we came with the higher OPM margins as the business model has higher margins. Once, the Kazi aviation revenues comes in to the concurrent’s numbers then the margins will improve further and further as the business vertical has very little competition and higher margins.

Right now, the company is going with zero debt, which is another big reason for the higher NPM% margins. As the management eager to grow very rapidly we can expect more mergers or acquisitions in the auxiliary sectors of infrastructure like cement and steel.

Valuations and outlook:

We can not compare it with the past quarters performance as the business model is completely different. In the recent interviews, management guided for a top line of Rs.200Cr for FY11. In our analysis, we found that the management will surely beat the guidance as they have huge order book. Considering the sino-lanka’s huge order of Rs.1300Cr we can assume that the top line is defiantly above the guidance.
Considering the very aggressive strategies by the management we can expect more big orders in the near term. If they happened the stock will be re-rated for sure. Kazi aviation deal is yet not disclosed in terms of value. So, if it is disclosed then how much money they invested, bought and any dilution will come in. Till that we can not predict the exact bottom line numbers for the FY11. We wish to continue the rating ‘Multi-bagger’ even at the current levels.

---
For to get the complete numbers please download the report here:
//ww(w).ziddu(.)com/download/9049024/ConcurrentInfra_Q4FY10E_beandmake.pdf.html

(Remove the two brackets)

with thanks
be and make
//stockstowin.blogspot.c0m

Vishal`s true picture puffed up: Auditors

Posted by : chief_kamani

fundoobull1-I feel that finally there appears to be a bearish trend in this stock!!Sellers are outnumbering Buyers and hence the fall!!Todays fall of 5% gives me that sinking feeling!!

PIDILITE

Posted by : pitquote

i will get you funny explanation

PIDI: In tamil means HOLD

Lite: hold litely

In brief: You apply Fevicol and hold litely- it will strongly hold ?????????????

PIDILITE

Posted by : pitquote

i will get you funny explanation

PIDI: In tamil means HOLD

Lite: hold litely

In brief: You apply Fevicol and hold litely- it will strongly hold ?????????????

Vishal`s true picture puffed up: Auditors

Posted by : fundoobull1

Don’t tell blatant lies on the board. Correct your facts and then type. CDR started on over November so it its going to be through in a few weeks.

On your second question that they have to clear of all the charges/accusations, then the normal CDR 180 days time bound process can start! So all will have to wait and watch!!
This is again wrong. You are saying that it has not started is totally wrong. CDR has already started. Once again I state it started in November. Period. So there cannot be any delay.