Excellent effort dhwanil.
Two queries:
First is with a lot of new frequencies being auctioned and new players coming up and existing players ramping up, do you foresee any stiff competition?
Secondly would the profits be impacted in the shorter term bcos the working of new stations would take some time to settle down and start generating optimum revenues/profits and till that time overheads and license feeds would remain as revenues?
regards
hitesh.
Can anybody help me in getting the list of B2B pharma and B2C pharma companies..
I have google but could not find it.
@hrfacebuk Nice explanation... Can you give us idea what should be reasonable EV/EBITDA value to invest in regional cement company like deccan??
(childish question to ask but trying to learn valuation matrix!!)
I am putting up ENIL BQ sheet which I think is an excellent tool to gauge the business quality succinctly.
ENIL-Business-Quality-Ver3.xlsx (19.2 KB)
P.S.: I had uploaded the sheet in BQ sheet thread, however uploading the same for completeness of the thread with some refinement/addition to the earlier BQ sheet
As per the Q2 Fy16 investor presentation:
- Telecom order book stands at Rs 2009 crore, of which services and supply of products as part of the NFS order was at around Rs 1900 crore and should be executed by the end of 2016
-The telecom products business continues to win new customers globally and has recently been selected to help a global operator expand its network across 50 Towns and over 500,000 buildings in Ireland
Vijay
Thanks Varadha.
As mentioned let's get the focus tighter to compare apples to apples, as far as possible. SPI global has BPO ops as well. So better to focus on TNQ, Newgen Knowledgeware and SPS.
I am independently getting contacts at Chennai. Will come down for a day or two when I can spare some time post doing my homework on the above.
I recently entered here. I read this list of won contracts and found that it should post good numbers ahead.
http://www.trigyn.com/Company/NewsEvents.aspx
Also, 25,000 shares bought by Director in 15-09-2014.
QIP should increase its liquidity. That should be positive for the price movement.
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