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Tata Consultancy Services
Favourable: Oil down, dollar up
Posted by :
IT_BullsTracked by: 0 Boarder
As oil prices have fallen in recent weeks, the dollar has gained steadily against the euro. The dollar and commodity prices usually move in opposite directions, said James Cordier, portfolio manager of OptionSellers.com.
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Buy tcs at around 750....
Posted by : marketmanTracked by: 0 Boarder
At around 750,tcs may attract value investors.... excellant stock in IT pack for investment at mentioned levels.... a real jewel in the tata group.......
In reply to:
Buy tcs at around 750....
Posted by : marketman
Though the tcs is looking weak at the moment,investments can be considered at around 750 in this stock.... rupee is not in hurry to strengthen,a positive effect on this counter fundamentally at least for the near term....
15 pe levels is reasonable for this stock.... not depending much on US for the revenue and no listing on american bourses are added advantage to this counter during these difficult US seasons.... 
Rupee Advantage; Buy TCS
Posted by : GuestTracked by: 0 Boarder
It will be helpful but what exten that is question specially for TCS , see Infosys have not problem for new Projects, TCS is facing problem for new projects. i belive that buy infosys on decline , i am expecting to have 110 EPS this year because their guidance 102-103 EPS at 43.00 INR , they acquired company in UK also , TCS is facing big problem company and group it self , TATA group is selling their stake in TCS and will reach their stake in TCS at 60% . so donot buy TCS , In IT buy buy buy infy only...
In reply to:
Rupee Advantage; Buy TCS
Posted by : IT_Bulls
Dollar is moving up and it will possibly touch Rs 47 and then settle at Rs 46.
Will this drive prices of IT stocks up or not
Rupee Advantage; Buy TCS
Posted by : IT_BullsTracked by: 0 Boarder
Dollar is moving up and it will possibly touch Rs 47 and then settle at Rs 46.
Will this drive prices of IT stocks up or not...
EPS and PE rerating for TCS
Posted by : IT_BullsTracked by: 0 Boarder
IT has got the rupee advantage now.
So if you are looking like the big ones like TCS and Infosys, a 20% to 25% is broadly the upside visible from here in 1 month time....
In reply to:
EPS and PE rerating for TCS
Posted by : IT_Bulls
Dollar is at 44.5 levels and on its way to 46-47+ levels.
If the historical pattern holds, the recession which began in November 2007, should end between May 2008 and May 2009 (i.e. six to 16 months later).
The average case (a recession of 11 months, with Asian stocks bottoming three months before the trough) would place the rebound in stocks in almost exactly now.
A tip for trading with caution in TCS
Posted by : Leave it.Tracked by: 0 Boarder
Wall Street mixed on global economic worries
Wednesday September 3, 6:00 pm ET
By Madlen Read, AP Business Writer
Stocks mixed on worries about global economy, despite lower oil and higher US factory orders
NEW YORK (AP) -- Wall Street finished mixed in fickle trading Wednesday, with investors unsettled about the economy ahead of Friday's employment report and only somewhat relieved about sliding commodities prices.
The Commerce Department gave the market just modest comfort when it said orders for manufactured products rose by 1.3 percent in July. The figure was higher than the 0.8 percent predicted by economists polled by Thomson Financial/IFR; the department also upwardly revised its June reading to an increase of 2.1 percent.
However, many traders brushed off the report as old news, given that it is now September. With automakers releasing sluggish August sales and the Federal Reserve reporting weak economic activity throughout the nation, investors proceeded cautiously.
Anxiety about the Labor Department's August jobs report, due Friday, also prevented many investors from making any major commitments. It also had them largely shrugging off another drop in commodities, although a massive pullback in commodities since earlier in the summer has helped alleviate some of Wall Street's inflation worries.
Light, sweet crude futures ended the day down 36 cents at $109.35 a barrel on the New York Mercantile Exchange.
One reason for the market's muted reaction to oil's decline is because investors are realizing that crude has fallen partly because global demand growth is waning -- bad news not only for energy companies, but also for the technology and industrial sectors. On Tuesday, stocks gave up a huge early advance only to close lower, as investors' enthusiasm about oil's selloff gave way to concerns about the economy in the United States and abroad.
v.krishnamoorthy...
EPS and PE rerating for TCS
Posted by : IT_BullsTracked by: 0 Boarder
Dollar is at 44.5 levels and on its way to 46-47+ levels.
If the historical pattern holds, the recession which began in November 2007, should end between May 2008 and May 2009 (i.e. six to 16 months later).
The average case (a recession of 11 months, with Asian stocks bottoming three months before the trough) would place the rebound in stocks in almost exactly now....
In reply to:
EPS and PE rerating for TCS
Posted by : IT_Bulls
As dollar is at 43.5, TCS can achieve 35 percent growth this year. EPS for TCS will be Rs 67 to Rs 69. PE rerating to 30 after a few quarterly results will shoot the price to Rs 2100 levels.
Prepare yourselves for 900
Posted by :
fmcgbitesTracked by: 0 Boarder
Prepare yourselves for 900 on tcs in September 2008....
EPS and PE rerating for TCS
Posted by : IT_BullsTracked by: 0 Boarder
Tata Consultancy Services Limited has informed the Exchange regarding a press release dated August 29, 2008, titled "TCS partners with NSDL to build scalable repository for pension records in India". ...
In reply to:
EPS and PE rerating for TCS
Posted by : IT_Bulls
TCS bags 5 year airline deal: India\\`s top software exporter Tata Consultancy Services has bagged a five-year multi-million- dollar contract from Singapore Airlines Cargo.
As per the agreement, SIA Cargo has outsourced its cargo revenue accounting processes to TCS.
Although the company did not reveal the deal size, industry sources said it could be over 100 million dollars as SIA Cargo, a wholly-owned subsidiary of Singapore Airlines, is ranked fourth in the world in terms of international freight tone-kilometer.
Analyst Gartner said India\\`s top outsourcing companies were likely to become the next generation of \\\\
EPS and PE rerating for TCS
Posted by : IT_BullsTracked by: 0 Boarder
Pinkslips at TCS Australia to reduce bench strength and improve employee productivity in difficult times.
The Australian subsidiary of country's largest IT company TCS, Tata Consultancy Services Australia, has reportedly retrenched 15 employees in its global banking service division.
The report quotes a TCS spokesman saying that due to the tough situation in the global banking industry, the company had to make "some adjustments in this area of our business."
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In reply to:
EPS and PE rerating for TCS
Posted by : IT_Bulls
Dollar is at Rs 44.5 and on the way to its target of Rs 46+
TCS ON THE PROWL TARGET 1250
Posted by : trulyfairTracked by: 0 Boarder
TCS has potenital to touch 2000 but it needs to fix a few things
1. Change the management from being tech centric to tech and mgmt centric this it can be replacing current leadership - ramadorai is going so that is a option by getting an season ihnternational name to head who is avisionary. current level 2 and level 3 leadership in tcs is more tech cnetric and that too of the programmer kind and not tech savvy kind.
2. Diversify inot products across verticals with their assets already in place they can scal trunover by a atleast two or three times
till then i think 1250 is ok to aspire.....
In reply to:
TCS ON THE PROWL TARGET 1250
Posted by :
roonaldo
Good post...not sure how people dream up a 50% increase and quote it as target price
Buy tcs at around 750....
Posted by : GuestTracked by: 0 Boarder
Yes i understand your point but i do not think that Tata group will sell ,did you read anywher...
In reply to:
Buy tcs at around 750....
Posted by : Guest
You obviously did not understand me. I am suggesting that TCS may be bought by ACN/IBM/SAP not the other way around. Not that the other way is not possible; it is fairly common for small companies to acquire larger targets. Having said that, for an Indian acquirer this will be difficult because that capital markets are so arcane.
EPS and PE rerating for TCS
Posted by : IT_BullsTracked by: 0 Boarder
Dollar is at Rs 44.5 and on the way to its target of Rs 46+...
In reply to:
EPS and PE rerating for TCS
Posted by : IT_Bulls
As dollar is at 43.5, TCS can achieve 35 percent growth this year. EPS for TCS will be Rs 67 to Rs 69. PE rerating to 30 after a few quarterly results will shoot the price to Rs 2100 levels.
Buy tcs at around 750....
Posted by : GuestTracked by: 0 Boarder
You obviously did not understand me. I am suggesting that TCS may be bought by ACN/IBM/SAP not the other way around. Not that the other way is not possible; it is fairly common for small companies to acquire larger targets. Having said that, for an Indian acquirer this will be difficult because that capital markets are so arcane....
In reply to:
Buy tcs at around 750....
Posted by : Guest
MR .Guest do you know what is SAP,ACCCENTURE and IBM , DO you know their revenue and Net profit .do not compare with TATA Stell an d Coruse acquistion, if all indian IT company will be togher and try to buy above mentioned company , they can not . TCS yearly revenue is less than IBM quartly net profit.
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