Datamatics Global Services Ltd | promoted by TCS founding Director

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Guru Vachaal, Jan 28, 2016.

?

Do you see value in Datamatics ?

Poll closed Feb 27, 2016.
  1. Yes

    33.3%
  2. No

    33.3%
  3. Cant say, will do some research

    33.3%
  1. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Fundamentals:-
    Annual Revenue : 807 cr
    Market Cap
    : 330 cr
    CMP : 56 INR
    Book Value : 67 INR
    Debt
    : 92 cr
    OPM
    : 9% APPROX
    PE
    :10
    Promoter Holding
    : 73%

    About Company
    Company is promoted by Mr Lalit Kanojia, founding managing director of TCS.
    Datamatics is a global provider of Consulting, Information Technology (IT) and Business Process Outsourcing (BPO) services. The company is focused on delivering value through integrated solutions for data intensive business processes that help enterprises across the world overcome their business challenges. These solutions leverage innovations in technology, knowledge of business processes, and domain expertise to provide clients a competitive edge.

    As a strategic partner, Datamatics helps its clients transform into a truly digital, data-driven enterprise and empowers them to take advantage of the digital revolution to innovate, differentiate and grow. Leveraging cutting-edge technology, Datamatics’ solutions radically improve performance and reach of client enterprises; delivering accelerated time-to-market for new products and services, enhanced customer responsiveness, maximized productivity and efficiency in business processes, and lower total cost of ownership.

    Datamatics is a trusted partner to several Fortune 500 Companies globally for managing their end-to-end Application Life Cycle and Business Critical Processes.

    SERVICES:-
    Varied business processes that transcend F&A, Enterprise Document Management, Enterprise Content Management, Collaboration and Portals, BIDW & Analytics, Big Data, Application Development, Support & Testing, Engineering & Embedded solutions and Mobility

    "I personally find it as a value pick at current price. "

    Your Friend

    Guru Vachaal
     
    w4wealth and San8422 like this.
  2. Ravikumar

    Ravikumar Active Member

    Joined:
    Nov 3, 2015
    Messages:
    195
    Likes Received:
    82
    I know this Company for a very long time as I held this stock for a long time. It didn't give any returns and still it is hovering around the same value.
     
    Guru Vachaal and BombayBoy like this.
  3. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    When did you buy?
     
  4. Ravikumar

    Ravikumar Active Member

    Joined:
    Nov 3, 2015
    Messages:
    195
    Likes Received:
    82
    I bought it during 2010 and sold it in 2014....didn't make much profit....
     
    Guru Vachaal and bholu like this.
  5. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    It seems your timing did not go right because in 2015, stock doubled the price as compared to 2010 (Rs 262cr to Rs 827cr).
    I don't see a problem in the number data of Datamatics. Moreover the revenue has increased 4 times since 2010.

    They can run business but can't operate the stock price. Let the market discover its potential.
     
  6. Ravikumar

    Ravikumar Active Member

    Joined:
    Nov 3, 2015
    Messages:
    195
    Likes Received:
    82
    Its my thoughts that it didn't do well despite the company is doing good. I am not saying that one should not get into this company. It didn't work for me. It is a good dividend paying company. Data Analytics and cloud is going to be the future. It may do good in the future. Lets see.
     
    Guru Vachaal likes this.
  7. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Sky journey has started. Come lets ride the rocket.

     
  8. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Results out !! Datamatics Global Services consolidated net profit rises 71.27% in the June 2016 quarter

    CMP 78

     
  9. w4wealth

    w4wealth Well-Known Member

    Joined:
    Oct 16, 2015
    Messages:
    1,042
    Likes Received:
    339
    great!!! guruji
     
    Guru Vachaal likes this.
  10. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Q2 Results Declared : -- 50% rise in revenue and 65% jump in EPS.

    Some selected IT companies will continue to outperform despite of structural problems in the industry. Identify them.

    CMP 80
    Possible Target 120-150


    Check results here
     
  11. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Crossed the century mark
    CMP 112
     
  12. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
  13. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    Simply sooper stock picking. Stock is 100% more since first reco. You have big quota of stock I hope :)
     
  14. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Yes i am holding a substantial amount.
    Thanks
     
    w4wealth likes this.
  15. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    CMP 157
    Another Block Deal at this price.

    God knows who bought & who sold. Will come to know after 3:30 PM.
     
  16. Gupta

    Gupta New Member

    Joined:
    Feb 22, 2017
    Messages:
    2
    Likes Received:
    0
    Who bought this block deal & who has sold?
    The speed datamatics went up looks still steam is left! As you say cloud / automation / data solutions still long way to go...Last quarter results indicate better results ahead....Do you still recommend an entry into datamatics@140 levels?
     
  17. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

    Joined:
    Sep 8, 2015
    Messages:
    3,688
    Likes Received:
    2,011
    Excellent Stock picking sir .... Congratulations Sir
    We expect more from you

    Thank You Very Much Sir
    ALL THE BEST SIR
     
    Gupta likes this.
  18. Manmohan Gupta

    Manmohan Gupta Member

    Joined:
    Nov 13, 2016
    Messages:
    63
    Likes Received:
    11
    Can we buy at current price for a long term view of 2-3 yrs?
     
  19. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Yes you can buy it.
     
    Manmohan Gupta likes this.
Loading...