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Buy Spanco Ltd. for target of Rs.250/- up to Apr. 2013 (Take the best decision)!
Posted by :
My Multibaggers
India`s BPO mkt to touch $6.82 bn: IDC (Source: Financial Express, Friday November 13, 12:49 PM)
After establishing itself as a major player in the international BPO market, India is now set to shift focus on the domestic market, which is projected to grow at over 30 per cent annually.
According to a report by IT research firm IDC India, the country`s domestic BPO market, with nearly 500 players, will grow at a CAGR of 33.3 per cent to touch revenues of USD 6.82 billion by 2013, up from USD 1.62 billion in 2008.
The report said the domestic BPO industry would evolve from just running isolated processes for customers to engaging more deeply in identifying and transforming core business processes.
"Positive market indicators of an economic recovery, unbundling of mega outsourcing deals and large unaddressed white spaces such as regional language services support the current optimism," the report said.
Currently, the BFSI vertical contributes the lion`s share of 37 per cent to the domestic sector`s revenues, while telecom contributes about one-fourth to it.
Other verticals like utilities and services, energy, food and hospitality, aerospace and automotives, consumer durables and government contribute 17 per cent, while the travel segment contributes 8 per cent to the revenue.
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I agree with you sir. It will rock and zoom soon...
VERY VERY STRONG STOCK IT MAY GIVE YOU MINIMUM 5 TIMES RETURNS. PLEASE GO THROUGH THE COMPANY DETAILS....
Hi ROG! Hope you are fine! You appear to have left the board. We would like the valued boarders to post at regular intervals for our benefits.
Kind regards! --------Follower...
hi ks_desh!
The query regarding R Com is addressed in R Com messageboard.
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dear PRJ
thanks for the detailed reply on stock investing. it has really changed my mindset and now i am not afraid to invest for the longterm. its true, if you plant a sapling you have to give it time to grow into a tree. please recomend a few good stocks for which i shall be thankfull to you. Take care....
hi,
The results for H1 FY 10 is a significant improvement from last year. With half year EPS of 8.7, at a price of 50 the company is trading at 2.87 P/E. The book value of the stock is also good. The public holding is only 165 and the rest is held by promoters, institutions and corporate. More importantly the company is able to achieve top line growth. The debt levels are high but with improved cash flows, it is expected to comdown as on March 31, 2010. With all the good fundamentals the stock continues to under perform. I see a lot of value in this stock and in my opinion the stock has definetley more upside potential than downside. ...
Dear PRJ,
Your inputs are most educative to many people like me. In these uncertain times, there could be some opportunity to recast the portfolio. Good and bad all shares are fallen. Why not exit weaker stocks and enter fundamentally strong stocks with a 18 month perspective? In doing this, I need your valuable guidance. I have 3600 R Com @ 405. There appears a hazy future. If I have to exit this stock, can you suggest any stocks which can at last partially compensate the loss. After your guidance, last time, I purchased 1000 Century Enka @195. If the company reports even Rs.55 EPS, it should go beyond 300.
After the recent results, what stocks should be purchased for long term? Waiting for your kind reply....
Hi anjum64!
The best stocks to buy after a market meltdown will be best determined by the price of the stock after the carnage in relation to its assumed realistic price. The stock that appears to have the highest valuation discount amongst a number of fundamentally good stocks are the best buys.
Quite often, momentum stocks like Suzlon, Unitech, Aban Offshore etc. are bought by momentum traders in a steep fall as they suffer the most losses and hence bounceback the maximum in the recovery phase. I am not going to suggest any momentum stocks although I like Aban Offshore (minus its overleveraging), Unitech (it may remain an underperformer) and Suzlon (it is not to be touched by even a bargepole till it shows any semblance of profit. In fact, if it continues its present performance, its annual losses will be FIVE TIMES its equity). Luckily for myself, I am not a momentum investor or a day-tader (I consider that the main reason for making profits from stock market investing) .
Next, I do not invest in for 3 months, in fact, nothing less than a year. Let me share the concept I have realised about stock market investing from more than two decades of investing.
When you invest in stocks, think that the promoter of the company is asking you to invest money in return of shares of the company. You assess the company, find that its promoters are experienced in the field and are capable and dynamic, the sector is likely to perform well and the business has good demand and is likely to give good returns. So you become part owner of the company. When you invest in a company, it should be with the feeling that `I don`t mind being a partner in this company and I am so impressed by it that I can even bet my money on it`. If such is the case, then I am sure you can never invest in a share for just three months. You will agree that you have to give a company at least a year to perform.
Next, even while you invest in a company for at least a year, do keep taking your profits out in case the share price rises abnormally fast. And such money that you keep taking out, should ideally not be invested back in shares. Try to plough it out into fixed deposits, income schemes of mutual funds, real estate or just spend it all up the way you like. Money made in stocks should ideally not be invested back in stocks. However, if you are a hard core stock addict, you can get back to buying your favourite stocks, but only in a mindless, sharp correction that amazes everyone like the present one. The fact that like rains, they do come every few months - just that you need to wait patiently for a few months for them.
Next, if you have been investing in stocks for many years by now, check out honestly if you are actually making money in stocks and outperforming the indices.If you seem not to do even as good as the Sensex or Nifty, it is best that you invest in stocks through a good mutual fund. The time and effort that you save by not directly investing in stocks can be best used to undertake your hobbies, listening to music or anything else that you feel like doing.
Why I say so is because you got to be investing directly in stocks as much for the learning it provides by reading about companies and businesses as for the profits you plan to make. Only if you adopt such an attitude will you do your own research and reading before you buy each share and try to be your own master rather than invest purely because someone else suggested you to do so.
If you find substance in what I said ( I don`t insist that you agree with me fully, but even in parts is fine) you can ask me for some long term ideas worth investing in.
Is that a deal?...
dear PRJ,
after the-market melt down please suggest 3 stocks to invest in for 3 months which can give good returns. thanks....
The company has posted net profit of Rs.12.91 crores on increased turnover of Rs.247.69 crores for the quarter. As the equity has increased from Rs.20.65 crores to Rs.28.06 (due to allotment of 74.15 lakh Equity Shares at Rs 40/- per share to promoters on 6th June) the quartely EPS is Rs.4.60 making half yearly EPS of Rs.8.69.
If the NPM is maintained, full years EPS of Rs.17 is achievable....
BSE Announcements on Spanco
Posted by : MMB MessengerSpanco Ltd has informed BSE about the Financial Results for the Quarter ended September 30, 2009....
No problem..take your time prjayachandranji...
hi revenge of the god,
really kind and nice of you to reply. lovely points that you have mentioned. so it seems still lot of upmoves left to come as the months go by
i too am buying shiv vani and godavari (but very little -- already done so much buying in other scrips )have invested well in genus power ( one of your favs ).
you have very powerful insights into the markets like a very few here -- it is a pleasure to look out for such posts ( hope they continue )
have a pleasant time in texas -- a successful research and wish you happyness always
regards...
You have asked a query - regarding suggesting a portfolio- that would require a lot of time and effort from me to answer well.
Could you wait a few days and give me more time?
I may sound slightly impractical/stupid, but I do not invest in shares only to make profits. It is equally (if not more) to have the wonderful experiences and knowledge we gather in the process that is more important to me.
Maybe it sounds similar to the concept that the whole fun is not in eating the cake, but in enjoying the moments and the process of making it.
Its the journey along the path - the insights we get, the lessons we learn, the better understanding we garner of business and industry - all that is as important (I dare to say more important)than a few more notes of currency in our hands.
If it was not for all that learning that I have been obtaining, I would have settled for a little less money and invested all my surplus funds in best performing mutual funds....
