One more alarm - I called their Delhi and Chennai office number (mentioned on their website) a while back. Chennai office number did not connect, which was expected!!
However, to my surprise Delhi office number was a wrong number and in fact the call recepient also mentioned that he is getting calls for Allsec since few days!!
Posts tagged Value Pickr
ALLSEC Technology – BPO turnaround story (04-12-2015)
ALLSEC Technology – BPO turnaround story (04-12-2015)
Hi @inteliinv, thanks for your input. One key point here I want to highlight is following -
Query > I understand that Chennai has the largest number of seats amongst all offices (~ 2,800) followed by Manali (~ 600 seats) and US Office (~200 seats). Given the flood situation, how are they servicing current client base and if there is any reduction in business. If yes, what is the extent of that??
Jagran prakashan (04-12-2015)
Investor and Analyst meet was held on 01st Dec and revised Analyst meet presentation is published.
http://www.moneycontrol.com/livefeed_pdf/Dec2015/revisedpresentation2015.pdf
Agro Tech Foods – A small cap MNC foods FMCG (04-12-2015)
Ramesh Damani here feels it is under valued justifying as "ConAgra at a 1000 crore for FMCG company is fairly cheap"
Disclosure : Not invested(though in general I am bullish on packaged food)
Torrent Pharma Ltd (04-12-2015)
Teva divesting $1 billion in assets to clear Allergan deal
The assets that Teva is divesting span the United States, Europe and the Middle East, and will be sold in a series of processes that are expected to be completed in early 2016, the sources said. Teva expects to complete its US divestitures by January, and has received offers from a number of generic pharmaceutical companies, one of the sources added.
This asset sale is in addition to the following news
Teva needs to sell a range of overlapping generic drugs in order to gain antitrust approval for its $40.5 billion purchase of Allergan Plc’s generics business. The portfolio contains about 35 generic products for the US market, including oral solids, capsules, soft gels and hormones, one of the people said.
http://www.livemint.com/Companies/BBp8FW8b90YXMiZ9DT4XAK/Glenmark-Sun-Pharma-Cipla-said-to-weigh-bid-for-Teva-portf.html
So if I understood it correctly, there is a drug portfolio as well as assets up for sale.
Torrent is in a sweet spot to benefit from any good opportunity that comes along.
Kesar Terminals and Infrastructure Ltd (04-12-2015)
Dear Neil/Shiv, any update on the start of KMLL? In the AGM the management had given a guidance of start by middle of October. What is the current status?
Also, where does the current consolidated debt stand as of now? Also, currently is all the expense relating to KMLL being capitalized including the interest being accrued? The balance sheet as of March 15 was 178 crores. If you take an average rate of 12% on 88 crores it works out to approx. 11 crores. The company cannot afford further delays or any kind of miscalculation with respect to returns from the project or else it has the potential to entirely wipe out the company.
Also, what will be operating expenses of KMLL? How long will it take before it becomes PAT accretive? It might be helpful to ask some of these questions to the management.
Abhishek.
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (04-12-2015)
Please pardon my sarcasm, but Admin sir could have moved the thread to Q&A section (without creating any scene), if it was so easy 
.
Also, fully appreciate people's love for rules abiding forum. Wish you a rule abiding forum, serving thousands of naive investor, saving them from preying piranhas (Though I have serious doubts on efficacy/possibility of the same). Please, wish me sleepless night, trying to understand valuation anomalies in small/micro-cap stocks.
Frankly speaking, I was residing in an old world vp, where ideas were challenged, counter-challenged, people's short-comings were ignored, everyone put there best foot forward, and we collaboratively find new ideas; peoples were genuinely interested in new ideas, and minting money out of it.
These days people here seems to be more interested in following rules and guidelines, finding shortcomings (rather than filling shortcomings), telling how bad someone's behavior/post is. Sadly, I don't feel at home here anymore !!!
REPCO home finance – another Gruh in the making? (04-12-2015)
I am trying to assess the impact of Chennai rains on NPAs for Repco as it will take atleast 6 months to 1 yr to recover from damage.Any pointers from past ?
We haven't seen any commentary from Management(may be too early now as things are still not stable)
Cupid Ltd – Helping the world play safe! (04-12-2015)
sinha124Santosh SinhaSantosh Sinha1h
Look at this FHCO listed at Nasad has obly 500 cr m cap and PE is only 10
A stock PE have various phases according to the business cycle ..when the business is expected to grow at a very healthier rate and with sales the profit margins are expected to expand then the stock is given a high PE ratio.. which you can see in the case of eicher motors or page industries .
FCHO is not expected to grow the sales and profits in a way cupid is expected to grow.
so you cant compare two different businesses in different geographies at different business cycles on the basis on PE only .
ALLSEC Technology – BPO turnaround story (04-12-2015)
Hi Pratik,
There wasn't any official announcement as far as I know. Though I had a talk with the management over the phone and they agreed that the mortgage business has been closed.
Disclosure: Invested from lower levels