Optiemus Infracom multibagger next micromax

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Definate, Jan 15, 2016.

  1. Definate

    Definate Member

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    Investors are not yet aware of the developments in Optiemus, which is the fastest growing companies in this space.
    1) June 2015: Electronics giant Apple’s India division has tied up with Delhi-based Optiemus Group as their India distributor to help boost it’s India story by doubling iPhone stores across the country.

    2) August 2015: Ravinder Zutshi, who was the deputy managing director at Samsung India till last December, joined smartphone Optiemus Infracom as its new Managing director. This is a huge development as Optiemus has a been a distributor for Samsung for long and for a deputy MD of Samsung to come on board as MD of Optiemus speaks volumes about the potential of the business. Shares of Optiemus had rallied 80% earlier just on this news. His official statement was "We will make world-class handsets catering not just to India, but to the global markets, at affordable prices" - Ravinder Zutshi, Optiemus Infracom

    3) Nov 2015: Optiemus Signs JV with Wistron For Make In India; Mobile Manufacturing To Start By March 2016. This is huge and will increase sales manifold. More importantly, this marks shift from low margin distribution business to EPC types business with margins more than 2 times.
    As pointed out earlier, sales can increase 10 times in next 3 year,that will double the current margin.
    4) Nov 2015: Optiemus Infracom acquires UniverCell, one of the largest retail format chain in South India. This is a brilliant strategy, given that Optiemus traditionally had presence only in North India, this move will help cross new phones from tie-up across the country.
    “I would like to emphasize that with this acquisition, we have strengthened our retail footprint in the country. We already have a Mobiliti World as a retail store brand focused in North India." - Zutshi.

    The best part is that the expansion is with minimal debt, and points towards the making of a huge Made in India brand. Catch this multibagger at the cusp of breakout.

    Optiemus is going to be next micromax. Look at the valuation, micromax is enjoying. Same can be expected from Opti. The company available at 800 cr market cap and average annual turnover is 2500 crore
     
    Srouta Mukherjee and BombayBoy like this.
  2. BombayBoy

    BombayBoy Well-Known Member

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    looks interesting

    what happens to the Redington - Apple tie up? Ingram Micro is another big player in distribution
    too many players in the mobile business, another player won't make a big dent in the market
    comparing with Micromax - how much is it valued at?
     
  3. Definate

    Definate Member

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    Micromax valuations is close to 30,000 crore, but Optiemus is trading at just 800 crore market cap.
    Recently WISTRON corp world no 2 mobile maker has invested 1200 crore.
    re rating soon in Optiemus
     
  4. BombayBoy

    BombayBoy Well-Known Member

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    well looks good for the Make in India play, another OEM catering to the brands

    Wistron is just following Foxconn

    to me it is like a trading/distribution company now looking to cater as OEM, thanks for sharing though

    nothing to say about the Sales/MCap valuation, what's the Micromax valuation source?
     
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  5. Definate

    Definate Member

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  6. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Good analysis of stock will keep in watch list for further study of stock and analysis :) (No money to buy now as all stocks are in deep loss)
     
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  7. Definate

    Definate Member

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    Wistron annual turnover $12billion (80,000 cr) looks like Optiemus Infracom found good partner.
     
    Srouta Mukherjee likes this.
  8. Definate

    Definate Member

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    74% Holding with promoters, 23% with top 10 shareholders..only 3% floating stock..
    Soon DII and HNI's will grab this multibagger
     
    Last edited: Jan 15, 2016
  9. Definate

    Definate Member

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  10. Sandeep Gupta

    Sandeep Gupta New Member

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    It seems Apple has made an application to start its own single brand retail store in India......what would be the fate of companies like Optiemus
     
  11. Definate

    Definate Member

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  12. Definate

    Definate Member

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    Wistron’s manufacturing plant in India, which has formed a partnership with India’s Optiemus Infracom Ltd, will start to ship smartphones for Taiwanese, Indian and Chinese vendors ######## next month ####### with an initial annual production capacity of 4 million units, he said.
     
    Srouta Mukherjee likes this.
  13. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Congrats stock is up 13%. May hit UC today.
     
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  14. Definate

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  15. Definate

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  16. Definate

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  17. dineshkapoor27

    dineshkapoor27 Active Member

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    I was looking at the screener data for analysis ( please refer https://www.screener.in/company/530135/ ). What I saw was a marked decrease in topline from 2015 to 2016 and OPM margins of around 1%, is that a fair picture? Did some demerger or some offloading of a business take place? Otherwise, if so many "good" things are happening for the co. then why is the topline decreasing while sales of smartphones keep on increasing in India?
     
  18. Definate

    Definate Member

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    Optiemus infra has changed business model... U will see huge jump in revenues in q1 quarter
     
  19. Definate

    Definate Member

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    Intex Tech mobile business head Sanjay Kalirona resigns, joins Zen mobile (optiemus-infracom)
     
  20. Definate

    Definate Member

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