Buy ABB hehehehehe it looks to touch 4950-5075(before or after split u decide)
buy siemnens both for short term and longterm
BheL hold on add on declines
Gvk power and infra Hold (time over to buy!)
Lanco Buy add!
Kalpataru power shift to better options
Fixed deposits in the sector:Siemns ABB Suzlon AReva T&d BEL and bharat Bijlee
Buy all these now and on declines. they are evergreen.
Voltamp trans indotech transformers hold on add on declines
KLG systel (cmp 450)power managemnt solutions Add Target 700-800
ICSA huge run still add on
Alstom Project hold on
Easaun reyolle Add 1100 tagret atleast 1000 ITs a siemsns company
BEL Bharat bijlee always evergreen along with BHEL!
Diversify along cables and stocks like jyoti structures(buy jyoti arnd 165-170)
For real apprecation keep them upto 2010-2012 I guarantee u rich........richie rich. I dont think u should sell any of them shifting is better options.
Thursday, May 31, 2007
Saturday, May 26, 2007
ABB at 4400!
People still dont like ABB
ill tell them wait and watch
accumalte on declines
i hope u may not see them
4650 i see without any visual aid (hehehhehehheheheh)
Fiis money is flowing slowly and steady in ABb
Discussing on powe onme more
long term invetsors suzlon the new aveneue in power.
Short term suzlon may under perform!
ill tell them wait and watch
accumalte on declines
i hope u may not see them
4650 i see without any visual aid (hehehhehehheheheh)
Fiis money is flowing slowly and steady in ABb
Discussing on powe onme more
long term invetsors suzlon the new aveneue in power.
Short term suzlon may under perform!
Why worry of bajaj auto!
BAjaj Auto demerger looks good
invetors will benifit in this in next 6-8 months with 20% upside frm current levels
At bare consequences 2550 looks minimum to me
Take positions!
invetors will benifit in this in next 6-8 months with 20% upside frm current levels
At bare consequences 2550 looks minimum to me
Take positions!
Infrastructure diversify and win!
Parswanath Sez story looks prommising i think long term exposure can be taken.ipo price is best for this!
IVRCl looks stretched as of now.
Peninsula looks good at current so does dsk pune.(pune still has property scope for rise)infact i am bullish on maharashtra property prices especially nasik and kolhapur now where dsk is promising! I want u all to comment on this
Shobha looks neatural so does Bl kashyap and unitech. DLF IPO can give them value with new value bands ( thats the only reason i mentioned them actaully i dont like them!).
Mahindra Gesco is better among giants
COnstruction qipement looks better BEML( leader),simplex (on declines)ACE .Greaves cotton is also promisng along with ingersoil RAnd.
Lanco is good amon g tha pack will take time to touch ipo price
Stay away from HCC (if u not planning more than 3-4 yrs)
Ril infra is good ril pack is picking up hope to see more.
L&t, punj loyd , simplex(sort off), gammon are safe money bets(fixed deposits in this sectors)
IVRCl looks stretched as of now.
Peninsula looks good at current so does dsk pune.(pune still has property scope for rise)infact i am bullish on maharashtra property prices especially nasik and kolhapur now where dsk is promising! I want u all to comment on this
Shobha looks neatural so does Bl kashyap and unitech. DLF IPO can give them value with new value bands ( thats the only reason i mentioned them actaully i dont like them!).
Mahindra Gesco is better among giants
COnstruction qipement looks better BEML( leader),simplex (on declines)ACE .Greaves cotton is also promisng along with ingersoil RAnd.
Lanco is good amon g tha pack will take time to touch ipo price
Stay away from HCC (if u not planning more than 3-4 yrs)
Ril infra is good ril pack is picking up hope to see more.
L&t, punj loyd , simplex(sort off), gammon are safe money bets(fixed deposits in this sectors)
Monday, May 21, 2007
Rally comming in beaware of small falls!
We heading towars a rally it doesnt look sensible to go for short term plays
get caught in momentum drives.Value prevails in some stocks. It needs to be trapped.
Buy HEG Graphite electrode manifacturer at price arnd 175 for a 9-24 mnth exposure.
Buy Avaya Globeconnect arnd 285 low pe multiple BPO software supplier
Both above stocks remain affected by Re vs US$ movenment but renders good business at cheap valuations an PE levels
ITC learly heading for 175-180 check that dont use it to play short term.
Buy ABB again 4250 u may say expensive ill say cheap.
Media i dont see real momentum though my picks are Adlabs,naukri( neutral),ENIL,balaji tele.
hold on media
moser bear looks good
800 target.
IT looks weak on re gains.hold on
fresh buyers remain away
infy buy at 1825-1855
tata motors buy auto looks weak but 2010 1 lakh car looks promising very longterm exposure imp.
pharma looks recovered my tips hold on to granules,ranbaxy ,reddys,sun pharma
hold rolta in IT
Bharat forge looks long term promising at 325
KLG systel buy on dips
Gokuldas exp buy at 194-198 forget the downside its due to ruppee stregth take advantage.
Bajaj Auto huge falls please buy! 2260-2285 buy!
infra looks good hold GMR ,gVK,parswanath(buy on declines)
Buy DS kulkarni PUne prop prices look good they have not peaked.Neutral on Ansal pack and BL Kashyap as gurgoaon prop heads slow down
oil pack great offshore buy on declines hold aban!
Indag rubber looks good
get caught in momentum drives.Value prevails in some stocks. It needs to be trapped.
Buy HEG Graphite electrode manifacturer at price arnd 175 for a 9-24 mnth exposure.
Buy Avaya Globeconnect arnd 285 low pe multiple BPO software supplier
Both above stocks remain affected by Re vs US$ movenment but renders good business at cheap valuations an PE levels
ITC learly heading for 175-180 check that dont use it to play short term.
Buy ABB again 4250 u may say expensive ill say cheap.
Media i dont see real momentum though my picks are Adlabs,naukri( neutral),ENIL,balaji tele.
hold on media
moser bear looks good
800 target.
IT looks weak on re gains.hold on
fresh buyers remain away
infy buy at 1825-1855
tata motors buy auto looks weak but 2010 1 lakh car looks promising very longterm exposure imp.
pharma looks recovered my tips hold on to granules,ranbaxy ,reddys,sun pharma
hold rolta in IT
Bharat forge looks long term promising at 325
KLG systel buy on dips
Gokuldas exp buy at 194-198 forget the downside its due to ruppee stregth take advantage.
Bajaj Auto huge falls please buy! 2260-2285 buy!
infra looks good hold GMR ,gVK,parswanath(buy on declines)
Buy DS kulkarni PUne prop prices look good they have not peaked.Neutral on Ansal pack and BL Kashyap as gurgoaon prop heads slow down
oil pack great offshore buy on declines hold aban!
Indag rubber looks good
Tuesday, February 20, 2007
teledata!
>Teledata buys Singapore firm for $105mn
Chennai-based Teledata Informatics today acquired a majority stake in the Singapore-headquartered IT distribution and PC maker, eSys Technologies, by investing $105 million (Rs 470 crore).Teledata and eSys are also likely to invest $20 million (around Rs 90 crore) in Chandigarh to open a total business offshoring/outsourcing (TBO) unit, with at least 1,000 employees, over the next six months, according to a company source.TBO is a concept that allows whole businesses to be outsourced and run from low-cost, high-skilled countries.Currently, eSys utilises its centres in India and Singapore to carry this out.Since 2004, Teledata has acquired 27 companies and with the recent acquisition of eSys, it is already in talks with two other companies in Europe for acquisitions.“The company is in the process of acquiring a marine insurance business company and the other is a software provider for billing in the utilities space,” said a company spokesperson.The valuation of these companies is much more than the recent acquisition of eSys.“We have invested about $120 million in the company and will be investing additional 50 per cent of the already invested money in the next three months with an intention of acquiring all the other business of eSys,” said K Padmanabhan, managing director, Teledata.In 2005, eSys had a turnover of $1.676 billion and a profit of $15.5 million. The investment will enable the company capitalise on the synergy between Teledata and eSys.Padmanabhan, while explaining the synergy between the two companies, said: “Every year we buy 3,000-4,000 personal computers for several e-governance projects. This year we plan to buy 15,000 PCs.The eSys acquisition will now make these projects cost effective.” Vikas Goel, eSys group Chairman and managing director will be the CEO of Teledata Technologies and will hold 49 per cent in the company.eSys already has a PC manufacturing unit in Delhi and is in the process of setting up another unit in Himachal Pradesh to produce 1 million units per year with an investment of Rs 250 crore.“We might shut down the Delhi plant and shift the entire manufacturing capabilities to the new centre,” said Goel.www.business-standard.com
Ihave recommended it in 10-18 RS hold on and accumalte on dips!
PE is just 5-6 and at lows was just one.Can u get better IT stocks at this valuations!teledata is the answer!
Chennai-based Teledata Informatics today acquired a majority stake in the Singapore-headquartered IT distribution and PC maker, eSys Technologies, by investing $105 million (Rs 470 crore).Teledata and eSys are also likely to invest $20 million (around Rs 90 crore) in Chandigarh to open a total business offshoring/outsourcing (TBO) unit, with at least 1,000 employees, over the next six months, according to a company source.TBO is a concept that allows whole businesses to be outsourced and run from low-cost, high-skilled countries.Currently, eSys utilises its centres in India and Singapore to carry this out.Since 2004, Teledata has acquired 27 companies and with the recent acquisition of eSys, it is already in talks with two other companies in Europe for acquisitions.“The company is in the process of acquiring a marine insurance business company and the other is a software provider for billing in the utilities space,” said a company spokesperson.The valuation of these companies is much more than the recent acquisition of eSys.“We have invested about $120 million in the company and will be investing additional 50 per cent of the already invested money in the next three months with an intention of acquiring all the other business of eSys,” said K Padmanabhan, managing director, Teledata.In 2005, eSys had a turnover of $1.676 billion and a profit of $15.5 million. The investment will enable the company capitalise on the synergy between Teledata and eSys.Padmanabhan, while explaining the synergy between the two companies, said: “Every year we buy 3,000-4,000 personal computers for several e-governance projects. This year we plan to buy 15,000 PCs.The eSys acquisition will now make these projects cost effective.” Vikas Goel, eSys group Chairman and managing director will be the CEO of Teledata Technologies and will hold 49 per cent in the company.eSys already has a PC manufacturing unit in Delhi and is in the process of setting up another unit in Himachal Pradesh to produce 1 million units per year with an investment of Rs 250 crore.“We might shut down the Delhi plant and shift the entire manufacturing capabilities to the new centre,” said Goel.www.business-standard.com
Ihave recommended it in 10-18 RS hold on and accumalte on dips!
PE is just 5-6 and at lows was just one.Can u get better IT stocks at this valuations!teledata is the answer!
ABB report check out... i made it!
ABB: record growth in 2006
Full year Order Intake up 50 per cent ; Revenues up 44 per cent ; Net Profit up 56 per cent
Q4 Order Intake up 40 per cent ; Revenues up 44 per cent ; Net Profit up 43 per cent
Raises dividend to 100 per cent (dividend of Rs.10 per share)
Announces stock split (Rs.10 per share split into five shares of Rs. 2 each)
Orders
ABB India’s cumulative order intake of 56236 MINR for the year 2006 recorded a new high, growing 50 per cent over the previous year, and taking it into a new league. The order momentum seen in the first three quarters continued with an order intake of 14126 MINR in 2006Q4, 40 per cent higher than 2005Q4.
“We continue to bring value to our power and automation customers through leading-edge technologies, domain expertise and project execution abilities. At the same time our products focus in the form of range expansion and market penetration is paying handsome dividends. Our technology strengths, offering portfolio and unique ability to package solutions and provide a single window approach to existing and emerging sector verticals continue to be a key differentiator. While we grow our top-line, focus on productivity, operational efficiencies and working capital management continues to ensure that profitability remains a key priority” said Mr. Ravi Uppal, Vice Chairman & Managing Director , ABB India, announcing the results.
“The Indian economy is on the move, assisted by strong industrial growth. The urgent need for quality power, delivered efficiently and economically across urban and rural India is now among the nation’s key priorities. At the same time, Indian industry is increasingly adopting automation technologies as it scales up. We therefore continue to be optimistic in terms of the market and managing growth in a profitable and sustainable way is our top priority”, he added.
During the year the company booked several turnkey project orders from power utilities, industry customers and for integrated building solutions. As part of the standard products thrust the company further extended its market reach to over 700 channel partners. New revenue streams continued to make an increasing contribution to support core business growth. In addition to the expansion of capacities across businesses, several new production units were added during the year to support range expansion.
Order Backlog
The record growth in order intake has helped strengthen the company’s order backlog further to 33723 MINR 60 per cent higher than the opening order backlog of 21032 MINR at the beginning of the year, providing visibility for the coming quarters.
Revenues
ABB India accelerated its revenue growth momentum with cumulative revenues of 43477 MINR , 44 per cent higher than the previous year. This was driven by the speed of new orders execution and the conversion of a healthy order backlog. The company booked revenues of 14437 MINR in the fourth quarter, 44 per cent higher than the same period in the previous year.
Net Profit
The company recorded a cumulative net profit after tax of 3403 MINR for the year ending 31st December 2006, registering a 56 per cent growth over the previous year. The fourth quarter net profit after tax was 1350 MINR, up 43 per cent on 2004Q4. Increased revenue volumes, continued focus on keeping costs in check and efficient working capital management contributed to the improvement in profitability.
Dividend and Stock Split
The company increased its dividend to 100 per cent (dividend of Rs.10 per share) from 80 per cent in 2005. The company also announced a stock split of 1:5 implying Rs.10 per share split into five shares of Rs. 2 each. Both the above proposals are subject to shareholders approval in the ensuing Annual General Meeting.
ABB (www.abb.com) is a leader in power and automation technologies that enable utility and industry customers to improve performance while lowering their environmental impact. The ABB Group of companies operates in around 100 countries and employs about 107,000 people.
Full year Order Intake up 50 per cent ; Revenues up 44 per cent ; Net Profit up 56 per cent
Q4 Order Intake up 40 per cent ; Revenues up 44 per cent ; Net Profit up 43 per cent
Raises dividend to 100 per cent (dividend of Rs.10 per share)
Announces stock split (Rs.10 per share split into five shares of Rs. 2 each)
Orders
ABB India’s cumulative order intake of 56236 MINR for the year 2006 recorded a new high, growing 50 per cent over the previous year, and taking it into a new league. The order momentum seen in the first three quarters continued with an order intake of 14126 MINR in 2006Q4, 40 per cent higher than 2005Q4.
“We continue to bring value to our power and automation customers through leading-edge technologies, domain expertise and project execution abilities. At the same time our products focus in the form of range expansion and market penetration is paying handsome dividends. Our technology strengths, offering portfolio and unique ability to package solutions and provide a single window approach to existing and emerging sector verticals continue to be a key differentiator. While we grow our top-line, focus on productivity, operational efficiencies and working capital management continues to ensure that profitability remains a key priority” said Mr. Ravi Uppal, Vice Chairman & Managing Director , ABB India, announcing the results.
“The Indian economy is on the move, assisted by strong industrial growth. The urgent need for quality power, delivered efficiently and economically across urban and rural India is now among the nation’s key priorities. At the same time, Indian industry is increasingly adopting automation technologies as it scales up. We therefore continue to be optimistic in terms of the market and managing growth in a profitable and sustainable way is our top priority”, he added.
During the year the company booked several turnkey project orders from power utilities, industry customers and for integrated building solutions. As part of the standard products thrust the company further extended its market reach to over 700 channel partners. New revenue streams continued to make an increasing contribution to support core business growth. In addition to the expansion of capacities across businesses, several new production units were added during the year to support range expansion.
Order Backlog
The record growth in order intake has helped strengthen the company’s order backlog further to 33723 MINR 60 per cent higher than the opening order backlog of 21032 MINR at the beginning of the year, providing visibility for the coming quarters.
Revenues
ABB India accelerated its revenue growth momentum with cumulative revenues of 43477 MINR , 44 per cent higher than the previous year. This was driven by the speed of new orders execution and the conversion of a healthy order backlog. The company booked revenues of 14437 MINR in the fourth quarter, 44 per cent higher than the same period in the previous year.
Net Profit
The company recorded a cumulative net profit after tax of 3403 MINR for the year ending 31st December 2006, registering a 56 per cent growth over the previous year. The fourth quarter net profit after tax was 1350 MINR, up 43 per cent on 2004Q4. Increased revenue volumes, continued focus on keeping costs in check and efficient working capital management contributed to the improvement in profitability.
Dividend and Stock Split
The company increased its dividend to 100 per cent (dividend of Rs.10 per share) from 80 per cent in 2005. The company also announced a stock split of 1:5 implying Rs.10 per share split into five shares of Rs. 2 each. Both the above proposals are subject to shareholders approval in the ensuing Annual General Meeting.
ABB (www.abb.com) is a leader in power and automation technologies that enable utility and industry customers to improve performance while lowering their environmental impact. The ABB Group of companies operates in around 100 countries and employs about 107,000 people.
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