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Market Strategy - Short Term
TCS, Infosys and Wipro to Outpace Current Indian ITeS Vendors, Says Gartner
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Infy_fan_alwaysTracked by: 0 Boarder
Gartner in its recently announced report has observed that Tata Consultancy Services, Infosys Technologies and Wipro Technologies will emerge as the next generation IT service megavendors. Observations in the report which refers to these companies as ‘India-3’ indicate that these companies are increasingly being considered for strategic service deals, and will augment or, in some cases, replace the current acknowledged megavendors by revenue namely, IBM Global Services, Accenture and EDS in this space by 2011.
Estimations from the report suggest that the three companies which are comparatively smaller will compete for the same megadeals that have been the domain of the current megavendors.
'The emerging megavendors have made dramatic progress in the past few years and have more than doubled their revenue in a four-year period, with the 2007 revenue being 2.6 times the 2004 revenue,' said Partha Iyengar, Vice President, Analyst and Regional Research Director, Gartner. 'This level of growth differential has continued even as these vendors have become multibillion dollar enterprises. To put this in context, there are just 100 service enterprises globally with more than $1 billion in revenue.'
The report suggests that the three companies have shown a record growth rate by a margin of 3:1 over a period of last 30 quarters thereby outperforming the current megavendors. A comparison between the three companies and the megavendors who are larger in terms of revenue generation estimates the market capitalization of the local providers to be significantly higher than that of EDS and almost on par with Accenture.
The research company has observed that four competencies namely, process excellence, world-class HR practices, providing high quality services at a low cost, the achievement of significant and disproportionate ‘mind share’ compared to their actual size will be the reasons for the emergence of the three companies as megavendors. However it has also observed that having a level of revenue per employee similar to the current megavendors is a challenge that these companies need to address to achieve megavendor status.
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Infosys will host its annual Analyst Meet on Wednesday, August 27, 2008 at its campus in Mahindra City, Chennai. Infosys will discuss the state of the company’s business at the Analyst Meet.
Mr. S. Gopalakrishnan, CEO and Managing Director will deliver the opening address on the state of the company’s business, after which Mr. S. D. Shibulal, COO will speak on the operational highlights. Heads of various business units of Infosys will make presentations in several break-out sessions during the day. These sessions are designed to serve as a forum for analysts to understand the company’s operations better. An executive open house will conclude the meet to be chaired by Mr. S. Gopalakrishnan.
The proceedings of the meet will be uploaded as webcast on Infosys website In addition, the presentations made by various participants and transcripts of the day’s discussions will also be uploaded there.
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Tokyo banking shares fall on fears about the global economy, wiping out Nikkei\\\\\\`s early gains. Shanghai, Hong Kong, region lower....
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Re may breach 44-mark soon
The rupee is now within a striking distance of the 44-mark versus the greenback. On Wednesday, the local currency fell to 43.87 levels during the day, but timely intervention from RBI prevented the rupee from losing further ground against the dollar. The rupee has weakened over 150 paise over past 10 days.
Amid huge volatility, there was heavy dollar-demand from importers and oil companies, which took the rupee to a 17-month low. The rupee finally ended the day at 43.70/72 against the dollar, after state-owned banks sold dollars at RBI’s behest to halt the rupee’s fall. The rupee had closed at 43.59/60 levels on Monday. Both forex and bond markets were closed on Tuesday for a national holiday.
Foreign banks were also seen buying dollars in the spot market, in an attempt to arbitrage the price differential in the overseas non-deliverable forwards (NDF) market. Foreign banks often buy dollars in the spot market, and simultaneously sell them on the NDF market when the rates there are weaker. A dip in the stock market also raised fears of further dollar repatriation by foreign investors.
This dollar rise is in reminiscence of the Great days of 'Indian IT'. The game is on the cards now and it is the best time to be in Indian IT considering all aspects, and safer to be in IT bellwether Infosys....
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Conclusion
If you look for undervalued stocks, you may find one that is poised for moving up sharply given the right circumstances. This is a close to market timing as most investors should get. ...
In reply to:
The Dangers of Market Timing
Posted by : Infy_fan_always
Next Big Thing
Every one had a hot tip about the next “big thing” and investors were jumping on stocks as they shot up. Unfortunately, most of these rockets came crashing down just as quickly and many investors held on way too long.
The disastrous result was an exact reversal of what they hoped. In the end, it was a case of “buying high and selling low.” You don’t need to know much about investing to know that’s not a successful strategy.
For most investors, the safer path is sticking to investing in solid, well-researched companies that fit their requirements for growth, earnings, income, and so on. 
Tracked by: 0 Boarder
Next Big Thing
Every one had a hot tip about the next “big thing” and investors were jumping on stocks as they shot up. Unfortunately, most of these rockets came crashing down just as quickly and many investors held on way too long.
The disastrous result was an exact reversal of what they hoped. In the end, it was a case of “buying high and selling low.” You don’t need to know much about investing to know that’s not a successful strategy.
For most investors, the safer path is sticking to investing in solid, well-researched companies that fit their requirements for growth, earnings, income, and so on. ...
In reply to:
The Dangers of Market Timing
Posted by : Infy_fan_always
Market Timers
Other investors argue that it is possible to spot situations where the market has over or under valued a stock. They use a variety of tools to help them predict when a stock is ready to break out of a trading range.
Unfortunately, stock prices do not always move for the most logical or easily predicable of reasons. An unexpected event can send a stock’s price up or down and you can’t predict those movements with charts. See my article, Understanding Stop Loss Orders
The Internet stock bull market of the late 1990s was a good example of what happens when investors in the excitement of the moment, consciously or not, became market timers.
Tracked by: 0 Boarder
Market Timers
Other investors argue that it is possible to spot situations where the market has over or under valued a stock. They use a variety of tools to help them predict when a stock is ready to break out of a trading range.
Unfortunately, stock prices do not always move for the most logical or easily predicable of reasons. An unexpected event can send a stock’s price up or down and you can’t predict those movements with charts. See my article, Understanding Stop Loss Orders
The Internet stock bull market of the late 1990s was a good example of what happens when investors in the excitement of the moment, consciously or not, became market timers. ...
In reply to:
The Dangers of Market Timing
Posted by : Infy_fan_always
Market timing may be the two most dangerous words in investing, especially when practiced by beginners.
Market timing is the strategy of attempting to predict future price movements through use of various fundamental and technical analysis tools.
The real benefit of knowing what is going to happen is that your return from buying a stock before it takes off is obviously better than if you have to buy the stock on its way up.
Market timers are the ultimate “buy low and sell high” traders. Day traders, who move in and out of positions in minutes or hours, are the extreme market timers. They look for small profits by the dozens each day by capitalizing on swings in a stock’s price.
Most market timers operate on a longer time line, but may move in and out of a stock quickly if they perceive an opportunity.
There is some controversy about market timing. Many investors believe that over time you can’t successfully predict market movements. Market timing becomes more of a gamble in their opinion than a legitimate investing strategy.
Tracked by: 0 Boarder
Market timing may be the two most dangerous words in investing, especially when practiced by beginners.
Market timing is the strategy of attempting to predict future price movements through use of various fundamental and technical analysis tools.
The real benefit of knowing what is going to happen is that your return from buying a stock before it takes off is obviously better than if you have to buy the stock on its way up.
Market timers are the ultimate “buy low and sell high” traders. Day traders, who move in and out of positions in minutes or hours, are the extreme market timers. They look for small profits by the dozens each day by capitalizing on swings in a stock’s price.
Most market timers operate on a longer time line, but may move in and out of a stock quickly if they perceive an opportunity.
There is some controversy about market timing. Many investors believe that over time you can’t successfully predict market movements. Market timing becomes more of a gamble in their opinion than a legitimate investing strategy. ...
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hi friend
how r u where r u
no message
something wrong...
In reply to:
HBJ Capital Report. - Holds Bearish Today
Posted by : 10in3
Further update from hbjcapital dot com
Local Update…
The Nifty opened with a positive note and in line with our expectation, the intensive profit booking at higher prices coupled with weakness pushed the Nifty into the red. The Nifty opened at 4,620.95 and attained the high of 4,649.85. The Nifty made an intra day low of 4,525.75 and closed at 4,552.25, with a loss of 68.15 points.
The fall was with the increased volume while comparing with the previous day`s rise with low volume. The Nifty August futures were trading with the premium through out the day. F& O scenario suggests fresh short positions got created with the increased volume.
The growth is the main issue, the IIP figures are very disappointing from the growth side of the economy and the only positive on that is that the RBI may not be inclined to further hike rates because it would be worried about the slowdown in the growth and maybe the interest rate cycle at best in short term would have reached its peak.
Previous IIP data brought havoc to markets; however, this time Industrial Production figures barely had any impact on Dalal Street. India's industrial production growth accelerated to 5.4% in June from year ago and government also announced that it revised May Industrial Production to 4.1% vs 3.8%.
Crude/Gold/Dollar Update….
BP PLC that it had shut down an oil pipeline that runs through Georgia as a precautionary measure due to the fighting between Georgian and Russian troops.
The dollar was higher against most other major currencies, while gold prices fell.
Light, sweet crude fell 90 cents to $113.55 a barrel on the New York Mercantile Exchange. Oil has fallen more than $30 from its July 11 high of $147.27, easing concerns on Wall Street about inflation.
HBJ Capital’s Strategy:-
#1. Hold SHORT Position in Nifty Future, Long Positions can be winded up.
#2. One should continue to hold Nifty PUT Options, don’t buy any Call Option on Nifty.
#3. SHORT ICICI Bank’s Future and hold it for next two days.
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It was a spectacular last 30 minutes when the NIFTY defied gravity and went up for some unknown reason. Everything went up and the strides and OI were huge. So, I was thinking ..oh! my god ..another up move ?
Well !! not so fast,,US - dow features are tanking by 100 points and it is a sea of red of everywhere else. I would not be surprised if we have a gap down opening giving up all the gains of the last 1/2 hr,,4280 likely tomorrow IMHO...
Tracked by: 0 Boarder
It was a spectacular last 30 minutes when the NIFTY defied gravity and went up for some unknown reason. Everything went up and the strides and OI were huge. So, I was thinking ..oh! my god ..another up move ?
Well !! not so fast,,US - dow features are tanking by 100 points and it is a sea of red of everywhere else. I would not be surprised if we have a gap down opening giving up all the gains of the last 1/2 hr,,4280 likely tomorrow IMHO...
Tracked by: 0 Boarder
Since market had closed below it\'s intermidiate bottom of 4393, market is likely to fall further and it can touch 4150-4175 level in near future till expiry. Buying should be postponed towards next week which can give better returns on holdings. Unless any dramatic happening, market is likely to find it\'s another bottom of 4165, which will be 100% retracement of the recent rally. It must hold above 4165. Otherwise there will be free fall (which is unlikely)...
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You can call it a treasury company after all, as Infosys stack up piles of dollars the dilemma for the management is where to invest this money.
According to V Balakrishnan, CFO, Infosys Technologies, the company is looking out for acquisitions, and if it don't get attractive returns it will give back the cash to share holders.
So good news for the shareholders as they could look forward to some of that cash in form of fatter dividends or even buy backs, as valuations of IT firms are at mouthwatering levels in the current market.
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The greenback is still very strong and continuing its journey in the northern direction.This is in reminiscence of the Great days of \\\\...
In reply to:
Best time to be in Indian IT
Posted by : Infy_fan_always
Dollar shot up to a mind boggling figure of 43.62 INR/USD in intraday and is currently trading at 43.59 INR/USD.
Best time to be in Indian IT considering all aspects, and safer to be in IT bellwether Infosys.
Cheers!
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Dollar shot up to a mind boggling figure of 43.62 INR/USD in intraday and is currently trading at 43.59 INR/USD.
Best time to be in Indian IT considering all aspects, and safer to be in IT bellwether Infosys.
Cheers!...
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