thanks ishank for sharing the valuable info
Posts in category Value Pickr
Saksoft Ltd – Value buy in an exploding mobile and tablet market (03-12-2015)
Hi @onliabhishek company acquired ThreeSixtyLogica in Dec 2014. ThreeSixtyLogica earned revenue of INR 275.58mn during financial year 2014-15 compared to INR 147.02mn during financial year 2013-14, a growth of 87.44%. The PBT of ThreeSixtyLogica grew by 161% on consolidated basis and increased to INR 75.60mn during financial year 2014-15 compared to INR 28.92mn during financial year 2013-14. Of the above the proportionate amounts pertaining to the quarter ending March 2015 have been used for consolidation purposes.
Takeaway -
1. ThreeSixtyLogica at no growth rate will safely contribute 7.5 crs. to PBT. So we are looking at ~INR 22crs FY2016E PAT
2. SQS India BFSI - another listed IT company in testing is trading at ~38x P/E. Saksoft is very cheap in that regard
P.S. not yet invested. Evaluating between Allsec Technology, Kellton and Saksoft
Allsec and Saksoft have similar market cap. But growth of Allsec numbers will be stronger in case closure of Mortgage business.
Cupid Ltd – Helping the world play safe! (03-12-2015)
Twitter handle @unfpa_zimbabwe
Cupid Ltd – Helping the world play safe! (03-12-2015)
@Ishank Plz give the source. any information, update??
Cupid Ltd – Helping the world play safe! (03-12-2015)
Cupid female condom got approval from Zimbabwe, potentially a large market, today.
Aditya Birla Nuvo – Special Situation (03-12-2015)
AB Nuvo sells 23% in Life insurance business for ~Rs.1600 crores which translates to a value of Rs.5000 Crores for AB Nuvo's holding of 74% in Birla Sun Life. I had initially valued that at Rs.1500 Crores in my conservative estimate.
http://www.freepressjournal.in/ab-nuvo-sells-23-in-insurance-venture-to-sun-life-for-rs-1664-cr/
As each of the pieces get carved out and valued, I see a good opportunity for a 20-30% upside over the next year in the stock.
Emmbi Industries – Boring name. boring business (03-12-2015)
wAS VERY ATTRACTIVE sub 25 levels .. must have loaded more ..
tHanks for pointing that @hitesh2710 bhai ..
Risk would be :
No moat. A stronger player [ TATA / RELIANCE] can come up with a much superior and larger pdn line any time .
Emmbi Industries – Boring name. boring business (03-12-2015)
rejinoldo,
Please put up any risk factors u can think about to make this discussion a balanced one.
rgds
hitesh.