Idea & BHEL bleeding in red....
These may be laggards in current scenario, but once the Spectrum Issue gets resolved or Idea gets some relief from SC & when the Investment Cycle turns, Capital Goods Major-BHEL may be a great booster in an Ideal Portfolio with a medium term time horizon....
Idea & BHEL bleeding in red....
These may be laggards in current scenario, but once the Spectrum Issue gets resolved or Idea gets some relief from SC & when the Investment Cycle turns, Capital Goods Major-BHEL may be a great booster in an Ideal Portfolio with a medium term time horizon....
Telecom as a sector is going to bleed, the ARPU is not increasing and the huge auction bill will that is going to add on to the previous bill will be a new headache. The licenses of most operators are up for renewal in 2014 ( of 2015). So, in medium term the sector will be a laggard for sure.
Also with the rise in service tax, most prepaid operators who offer full talktime will suffer from contracting margins and prepaid is around 60-65% of the indian telecom customers. I dont see telecom doing well in near to medium term.
Disclaimer: The views are personal. I do not have any holdings in telecom companies.
Puys,Is this the best time to buy Infy(infosys) share ? What you guys think.
I believe from its current 2357 rs. it will certainly go up in coming few weeks.
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kaha tha bhailog infy le lo upar jayega..now at 2400+ levels :lookround:
I think,Still it is a good buy.
I am playing with virtual money
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I can afford to enter in infosys thru virtual money only!..:P
Puys,Is this the best time to buy Infy(infosys) share ? What you guys think.
I believe from its current 2357 rs. it will certainly go up in coming few weeks..............
It should reach 2470-2490 level soon . Its good time to buy this share .. unfortunately i dont have that much money to buy large number of shares
naga25french SaysIt should reach 2470-2490 level soon . Its good time to buy this share .. unfortunately i dont have that much money to buy large number of shares
Kya naga sir. All savings invested in Gold or else :grin:
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Just a question with infy Q4 results not good... and other IT firms releasing its reports soon. What do you think would be the impact on IT stocks... will Infy have ripple effect on other firms and will they also go down
techsurge SaysJust a question with infy Q4 results not good... and other IT firms releasing its reports soon. What do you think would be the impact on IT stocks... will Infy have ripple effect on other firms and will they also go down
It depends from stock to stock. My pick in the sector is HCL and hexaware.
HCL is already out with the earnings, although there is no significant growth in revenues but the ebidta margings have improved, mainly because of high utilization etc. I expect the stock at levels of 575 by the end of june. STock already went up after results but there is further upside.
Disclaimer: I have some holdings of HCL, bought between 388-455 levels, average price around 420.
Aurobindo pharma went well for me. Entered at 112 2 weeks ago and came out today at 131. Handsome return aint it
My next take would be SBI. This is not for short term though. I would keep buying in small quantities for the next 6 months. Expect a profit 500 Rs/share at the end of 12 month period starting today.
Good luck and cheers. Keep trading
puys ....
wats ur tk on gvk power & onmobile ltd.
opinion plzzzz:)
Mobile recharge coupons fee hiked 50% - Indian Express
Telecom sector watchers have some positive news 😃
Telecom sector watchers have some positive news 😃
Anyone watching sugar industry. What do u have to say about Renuka sugar .
Puys,Is this the best time to buy Infy(infosys) share ? What you guys think.
I believe from its current 2357 rs. it will certainly go up in coming few weeks.
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I think so. First quarter is crucial for Infy cos. that is the time when most of the contracts are signed/renewed in IT industry. Infy@ 2357 will be a good buy. The stock dwindled mainly because of poor outlook that it gave for the next year. Well if a 7 billion company is projecting 7 -8 % growth for a year, it amounts to 560 million which is not bad by any stretch of imagination. So I think at this level you can go long with Infy. For me,2700 is possible with next 3-4 months horizon.
Any comments on PFC,PTC,IOC. I have purchased all three stocks at relatively higher level.
rebornNINJA SaysAnyone watching sugar industry. What do u have to say about Renuka sugar .
lobbying going around for sugars due to export regulations.
some sugar companies are registering losses due to the same.
sugar industry is not very lucrative right now
lobbying going around for sugars due to export regulations.
some sugar companies are registering losses due to the same.
sugar industry is not very lucrative right now
i have invested in renuka for long term:) . Hope they come around.
If u can spare enough capital than infosys share is something to buy. As majority of leaders have enough of infosys share so its safe to say they will always take care of shareholder. For eg. even this year they have given dividend + bonus dividend (amounting to Rs. 36)to shareholders but have frozen the annual hike of their employees.
techsurge SaysJust a question with infy Q4 results not good... and other IT firms releasing its reports soon. What do you think would be the impact on IT stocks... will Infy have ripple effect on other firms and will they also go down
The only concern for Infosys will be appreciation of rupee. If Rupee is back to 45 levels this year i.e.( 10 - 12% appreciation), even for achieving the 8-10% guidance this year, the company may have to grow at 18-20% otherwise, the growth will be negated by rupee appreciation.
Slower Growth in the Global Economy may result in Underperformance of IT Sector as a whole, down the line...
FY13 looks challenging for the IT services industry, with slow recovery in the global markets...
The global currency market volatility continues to be a challenge for the industry...
ABCLIKS SaysThe only concern for Infosys will be appreciation of rupee. If Rupee is back to 45 levels this year i.e.( 10 - 12% appreciation), even for achieving the 8-10% guidance this year, the company may have to grow at 18-20% otherwise, the growth will be negated by rupee appreciation.
exactly Infy has assumed an average exchaneg rate of 51.8 rupees per $. That is a significant assumption
ABCLIKS SaysThe only concern for Infosys will be appreciation of rupee. If Rupee is back to 45 levels this year i.e.( 10 - 12% appreciation), even for achieving the 8-10% guidance this year, the company may have to grow at 18-20% otherwise, the growth will be negated by rupee appreciation.
I dont see any macroeconomic indication of that happening so and I think Infy would have made that assumption considering some of their own calculations
Anyways do you see it appreciating to 45? 😃