Call Preformance as on 26th June 2009

Animation and Gameing - an Emerging industry in india

Indian Animation Industry Expected to Reach USD 950 Million by 2009

The market size of the global animation industry (from the demand perspective) was estimated at USD 55 billion in 2005. The industry is expected to witness a CAGR of eight percent and is estimated to be USD 75 billion by 2009. Of the total animation  market, approximately 40- 45 percent goes towards the cost of development. Based on this, the global animation market (from 
the developers' perspective) was estimated at USD 25 billion in 2005, and is expected to increase to USD 35 billion by 2009.

The size of the Indian animation market (from the developers' perspective) was estimated at USD 285 million in 2005. It is expected to witness a CAGR of 35 percent from 2005-2009 and increase to USD 950 million by 2009. Currently, activities at the production stage form a major portion of outsourcing, with postproduction accounting for a small share. The share of  post-production activities is expected to increase in future. The entertainment sector contributes as much as 68 percent of  the total Indian animation market (from the developers' perspective). In entertainment, the share of fully animated movies is  expected to increase significantly, from 15 percent in 2005 to 28 percent by 2009.


Indian Gaming Industry Expected to Reach USD 300 Million by 2009 

Introduction of newer technologies and platforms has facilitated the growth of the worldwide gaming industry. The global  gaming market (from the demand perspective) was estimated at USD 19 billion in 2005, and is expected to increase to USD 36  billion by 2009, representing a CAGR of 17 percent for the period 2005-2009. Developers cost account for around 25-30 percent of revenues. Therefore, the worldwide gaming market (from the developers' perspective) was estimated at USD 5.8 billion in 2005 and is expected to increase to USD 11 billion by 2009.

The market for gaming development in India was estimated at USD 30 million in 2005. It is expected to witness a CAGR of 78  percent and reach USD 300 million by 2009. Mobile gaming will dominate the market with its share in the total Indian gaming  market (from the developers' perspective) expected to increase from 53 percent in 2005 to 68 percent by 2009. Key services  
currently outsourced in gaming include production and testing activities.


Indiam companies Engaged in Animation and Gameing Industry:


Tata Elxsi Ltd

Tata Elxsi classifies its business broadly into two key segments: Software development and services, and systems integration and support services. Over the past four years, the company has consciously transformed its revenue profile from systems  integration to software development and services.

 Tata Elxsi’s industrial design services comprise brand and product development services for fast moving consumer goods,  transportation, consumer electronics and appliances, digital user experience, and medical devices industries. Its animation  and visual effects services include 3D computer graphics, animation, and visual effects to offer services in pre-production,  production, and post-production of content for markets of advertising, film and television (TV), and gaming in India and  internationally. 

Tata Elxsi's Visual Computing Labs offers world-class 3d animation services to a diverse client list, from production houses  in Hollywood to Bollywood, famous Ad filmmakers, and some big TV producers worldwide.



Crest Animation Studios Ltd

Crest Animation is a full-service studio specializing in the development and production of digital animated properties for  theatrical, television, home entertainment and interactive distribution for the global entertainment industry. Crest is the  undisputed leader in the Indian animation industry, and one of the leading CGI animation studios in the world.



CAS, Mumbai, India outsourcing facility 

Delivered 150 TV Episodes (including Bratz, Pet Alien, Jakers, Tenali Rama)

Delivered 12 DVDs (including Arthur, Care Bear, Get Along Gang)


CAP, Los Angeles creative arm 

Delivered 6 Full length Feature (including The Trumpet of the Swan for Columbia TriStar, The King and I for Warner Bros)

Delivered 60 half hours of DVD/TVS.




Padmalaya Telefilms Ltd.

Padmalaya telefilms limited - A unti of padmalaya group, has already produced over 100 feature films and about 2000 Hours of TV Software. It has gained renown with its production of 2D Animation software for international studios, as well as visual effects and graphics for movies mad both at home and abroad.


UTV Software 

UTV Software Communications Ltd (UTV) is India’s first integrated global media and entertainment company. UTV India & its subsidiaries (UTV) create, aggregate and disseminate content of various genres across varied distribution platforms. It’s 5 business verticals include

Content Production & Services
Movies
Broadcasting
Interactive (Gaming)
New Media


UTV also remains bullish on Mobile gaming and believes that it will contribute $150-200 million in revenue to the topline within the next 18-24 months. Its subsidiary India Games has captured close to 60% of the market share in India and has grown 120% in 2008-09.It is also projecting 50% growth YoY for Indiatimes for quite some years.

In Online Gaming, UTV’s investment into True Games, has progressed well and by Q2 of 2009-10 they would be launching their own MMORPG Platform in the USA and Turkey .

For more details of UTV's plane please visit the link

SREI Infrastructure Finance - A good bet

Srei Infrastructure Finance Ltd. is one of India's leading Non Banking Financial Institutions and the only private sector infrastructure financing NBFI.With a customer base of over 15,000, over Rs. 8,000 crore in Assets Under Management and total capital base of over Rs. 700 crore, Srei today has emerged as the largest player in a fiercely competitive market of infrastructure equipment financing. Srei has entered into a strategic alliance with BNP Paribas Lease Group, a subsidiary of BNP Paribas of France, for equipment financing business through a joint - venture. The JV will expand to financing in new areas such as agriculture equipment, medical equipment, information technology and other equipment classes.

Over the years, Srei has expanded its unique business model internationally. It has three offices in Russia and is in the process of replicating the model in many other countries. It enjoys a strong national presence with a network of 63 offices. 
 
Srei has taken the initiative of building rural infrastructure in the country on an information and technology platform under the National e-Governance Plan of the Government of India. This mega project envisages setting up nearly 25,000 common service centres in six states and will offer a host of B2B, B2C and G2C services to 21 crore rural population.
 
In addition to infrastructure, Srei also offers a bouquet of allied financial services like capital market services, insurance broking and venture capital. These have not only helped to serve existing customers better, they have also grown into healthy stand-alone services.


SREI GROUP COMPANIES:

Srei Capital Markets Limited

Srei Venture Capital Limited 

Srei Insurance Broking Private Limited

Bengal Srei Infrastructure Development Limited 

Srei Equipment Finance Private Limited  

Srei Sahaj e-Village Limited

ZAO Srei Leasing 

QUIPPO Infrastructure Equipment Limited

Srei Infrastructure Advisors Limited


SREI Operations:


Infrastructure financing

• The division provides financing for infrastructure projects such as bridges, approach roads, bypasses and roads, power projects, private berths and container handling jetties in the port sector. It also provides large-ticket equipment finance to oil rigs, cranes, railway wagons, mining equipment, airports, etc.

Infrastructure advisory

• Under this LoB, SREI undertakes project conceptualization, pre-feasibility studies, project monitoring, etc. SREI primarily partners with governments for such projects and hence, there is no slowdown evident yet in advisory business.

• Currently, SREI has 12-15 active projects with the various governments. The management has expressed that this stream is in the initial stage and expects it to become a steady performer by Q1FY10.

SREI-BNP Paribas Lease JV

• BNP infused Rs7.75bn towards its capital contribution for a 50% share in the JV. The JV had net worth of Rs8bn initially. BNP paid Rs8bn for the 50% stake in the JV, valuing the equipment finance business at Rs16bn.

The JV undertakes asset financing for smaller ticker size.


SREI Venture Capital

• It is a family of funds with a primary focus on infrastructure and caters to a wide network of third party investors such as PSU banks, financial institutions and insurance companies.

• Total funds under management are at Rs8.4bn.

SREI Sahaj e-Village

• As a part of the government’s e-governance initiative, SREI proposes to set up 24,755 kiosks across the states of West Bengal, Bihar, Uttar Pradesh, Tamil Nadu and Orissa. SREI partners with a local villager who manages the kiosk.


Quippo World

• Quippo was started as a rental business company in the construction equipment, oil & gas, telecom, energy space among other verticals.

• Under the telecom tower vertical, Quippo has developed a portfolio of 5,000 towers. It is currently setting up 200 towers every month, a pace which the management aims to accelerate to 300-500 towers in the near future.

• Quippo had acquired 1,000 towers from Spice and future-guaranteed rollout of 12,000 towers. It has entered into a strategic alliance with Tata Teleservices and merged Quipo Telecom Infrastructure (QTIL) – its tower arm. With Quippo bringing in all its 5,000 towers, the combined entity is estimated to have 18,000 towers and plans to expand to 50,000 towers over the next two years.


Financials:

52 Wk 173.00 

52 Wk 22.30

Book Value 55.12

Face Value 10.00

CMP 35.45

A good buy for medium to long term.

Cairn India - a good buy

Cairn India is the fourth largest oil and gas exploration and production company in India and has a working interest in 14 blocks. Two of these are currently producing hydrocarbons. Cairn India is focused on creating shareholder value by developing its world class resource base in Rajasthan and seeks to continue with its track record of exploration success. Cairn India’s portfolio is fostered in both mature and frontier areas, as well as in regions and basins where the current data set can be optimised or reinterpreted.


Operations 

Cairn India has two processing plants, 11 platforms, 200km of sub-sea pipelines and operations spanning the Indian continent. The company operates the largest producing oil field in the Indian private sector and has pioneered the use of cutting-edge technology to extend production life. Three of the fields – Ravva, Lakshmi and Gauri – are already producing more than 80,000 barrels of oil equivalent per day (boepd) on behalf of Cairn and its joint venture (JV) partners. 

In Rajasthan Cairn India has made 23 discoveries including some of the biggest finds in the last two decade. 

Cairn India has maintained a low operating cost base through efficient operations. Part of its strategy, the Company’s has focused on life-cycle planning and continuous monitoring and control of operational costs as well as applying innovative operating concepts and technologies. 

Cairn India sells its oil to four major refineries across India and its gas to both public and private buyers.


According to production plans, in the third quarter of 2009, output from Mangala fields will begin, which will be transported through trucks. By the fourth quarter, the company expects to increase the crude output to 50,000 barrels a day and transport crude through its pipeline network (from Barmer to Gujarat coast).




Recent News :


MRPL has been appointed as the buyer of the initial crude oil and state-run refiner Indian Oil Corporation (IOC) would take the crude once volumes rise.

Cairn will initially produce 4,000 to 5,000 barrels of oil per day from its fields in Barmer district of Rajasthan which would be transported in trucks to Kandla on Gujarat coast for onward shipment to Mangalore.Output from the Mangala field, the first of the three fields Cairn is putting to production, would rise to 30,000 barrels per day (1.5 million tonnes) in July-September.

The Mangala field is expected to produce 30,000 bpd by the second quarter of 2009-10. Production is then expected to ramp up to 80,000 bpd by the end of 2009 before reaching a plateau of 1,25,000 bpd during H1 of 2010.

Besides 1,25,000 bpd of Mangala, the adjacent Bhagyam field would produce 40,000 bpd and Aishwariya another 20,000 bpd. The peak of 1,75,000 bpd would be reached in 2011. Cairn is investing $850 million in a processing facility and another $940 million in a heated oil pipeline from the fields to the port of Viramgam in Gujarat.

Cairn India, the subsidiary of UK-based Cairn Energy, holds a 70% stake and is the operator of the Rajasthan block. ONGC is its partner with a 30% stake.

Financials :

Cairn India Ltd reported a consolidated net profit of Rs236.42 crore in the quarter ended 31 December 2008 as compared to a loss of Rs13.91 crore in the year-ago period.The net profit included one-time reversal of deferred tax liability amounting to Rs123.60 crore.

The consolidated profit before tax for the fourth quarter of 2008 was Rs169.37 crore as opposed to Rs20.52 crore in the October-December quarter of 2007.


2009 Year HIGH 201

2009 Year LOW 142

CMP : 199


Investors having long term view can invest in this stock on dips (150-170) for a good return in the medium term.

Sector Watch : RENEWABLE ENERGY

RENEWABLE ENERGY SCENARIO IN INDIA

India is blessed with an abundance of sunlight, water and biomass. Vigorous efforts during the past two decades are now bearing fruit as people in all walks of life are more aware of the benefits of renewable energy, especially decentralized energy where required in villages and in urban or semi-urban centers. India has the world’s largest programme for renewable energy.

Solar Energy: 

The scope of generating power and thermal applications using solar energy is promising. Only a fraction of the aggregate potential in renewable resources and in particularly solar energy is being used so far. Processed raw material for solar cells, large capacity SPV modules, film solar cells, SPV roof tiles, inverters, charge controllers etc., have good market potential in India.


SPV Systems:

More than 700000 PV systems of capacity over 44MW for different applications are installed all over India. The market segment and usage is mainly for home lighting, street lighting, solar lanterns and water pumping for irrigation. Over 17 grid interactive solar photovoltaic generating more than 1400 KW are in operation in 8 states of India. As the demand for power grows exponentially and conventional fuel based power generating capacity grows arithmetically, SPV based power generation can be a source to meet the expected shortfall. Especially in rural, far-flung where the likelihood of conventional electric lines is remote, SPV power generation is the best alternative.


Biomass Energy: 

In a country like India, biomass holds considerable promise as 540 million tons of crop and plantation residues are produced every year, a large portion of which is either wasted, or used inefficiently. Conservative estimates indicate that even with the present utilization pattern of these residues and by using only the surplus biomass materials, estimated at about 150 million tons, about 17,000 MW of distributed power could be generated.

Hydro Projects: 

With numerous rivers and their tributaries in the country, the small hydro sector presents an excellent energy opportunity with an estimated potential of 15,000 MW. About 10 percent of this has been exploited so far. In order to accelerate the development of small hydropower in the country, the GOI also provides concessions for existing hydro projects including financial support for renovation, modernization and capacity upgrading of aging small hydro power stations.

Energy from Wastes:

 The rising piles of garbage in urban areas caused by rapid urbanization and industrialization throughout India represent another source of non-conventional energy. Good potential exists for generating approx. 15,000 MW of power from urban and municipal wastes and approx. 100 MW from industrial wastes in India.

Biofuels:

 The GOI recently mandated the blending of 5 percent fuel ethanol in 95 percent gasoline in 9 states and 4 union territories as of January 1, 2003. This mandate has created an approx. 3.6 billion liter demand for fuel ethanol in the entire country, and also further increase in the fuel ethanol component of the blend to 10% as of October 1, 2003. The significant demand growth creates a tremendous manufacturing opportunity for the U.S. fuel ethanol industry seeking to expand its investments internationally. A substantial import of fuel ethanol will be necessary to supply the product required to meet the burgeoning demand created by the currently effective GOI mandate.



Indian Companies Engaged In Alternate Energy Development:


Solar Power:

1. Moserbaer

2. XLTELECOM

3. Tata Power (Through TataBP solar)

4. Titan Industries ( Through Titan Energy)

5. WebelSolar


Wind Power:

1. Suzlon

2. Elecon Engineering

3. Indowind

4. LITL


Bio Fuel:

1. Praj Industries

2. Sugar Companies

3. Tata Chemicals

Investor who are looking for long term opportunities can invest in the above companies

Mobile Value-Added Services

   Instant messaging is a rapidly expanding mode of real-time communication across the world. The global messaging market, which was $65 billion in 2007, is predicted to touch $117 billion by 2012 according to Portio Research. A more recent report also states that Mobile Instant Messaging, which generated $2.5 billion in 2008, is expected to increase to $12.4 billion by 2013.

Geodesic

  Geodesic is an innovative technology company making software products focused on Information, communication and entertainment for mobile phones and desktop computers. The products include Instant messenger, Mobile VoIP (Voice over Internet Protocol) and Internet radio. The company has plans to launch a VoIP product soon. The company has tied with up with leading online & offline marketing companies to globally launch its new product.

   Geodesic derives most of its revenues from developing instant messaging platforms/services and licensing them to enterprises as well as retail users (directly or indirectly) under the ‘Mundu’ brand. The company’s products (Mundu ICE stack) cater to clients ranging from portals and publishers to telecom operators, mobile handset manufacturers, system integrators and even retail consumers. Geodesic also licenses its instant messaging platform to mobile handset manufacturers and telecom operators, thus providing it with sustainable revenue streams, with scope for expanding margins.


    The client base for Geodesic also includes portals such as Naukri, bigadda.com, Edelweiss Capital Ltd, First Global Stock Broking, Business Standard and Dialog Telekom.



Headquartered in India, Offices in: UK, Sweden, Germany, Hong Kong, Mauritius, USA


Subsidiaries: 

Chandamama India Limited
Engage Solutions Limited
Geodesic Technology Solutions Limited
Geodesic Information Systems Inc
Geodesic Information Systems AB



Recent News Updates:

Geodesic Holdings Limited, wholly owned subsidiary of Geodesic Limited has signed a Share Purchase Agreement to acquire 100% of a privately held software company, headquartered in Uruguay. The company focuses on developing advanced messaging and collaboration solutions for Telecom operators, and has implemented their solution across 12 carriers in Latin America, South Africa and Asia.

Geodesic has announced its decision to buyback 25% of the equity shares at a maximum price of Rs 75 a share.

Recently, Geodesic won a deal from Idea Cellular in India, for Internet radio services on a revenue sharing basis.


Financial:


Geodesic reported revenues of Rs 191.07 crore for the quarter ended Dec 31, 2008, an increase of 115% as compared to the quarter ended Dec 31, 2007. 

Geodesic’s operating income for the third quarter ended Dec 31, 2008 was Rs 183.46 crore, an increase of 114% as compared to the quarter ended Dec 31, 2007. 

Geodesic’s net profit for the third quarter ended Dec 31, 2008 soared by 93.23% at Rs 83.70 crore compared to the quarter ended Dec 31, 2007. 


year High : 84

Year Low : 38

CMP : 66

Face Value : 2


One can invest in this stock at Current Market Price for a good return over a period of 3-5 years.

Mobile value-added services

Onmobile Global Ltd


OnMobile is India's largest VAS and Data solutions provider for Mobile, Landline and Media Service Providers. OnMobile's innovative Multimodal and Multiservices Platform integrates technologies like Speech Recognition, WAP, SMS, MMS, USSD, Voice and Location amongst others. This enables Service Providers, media houses, corporate, & merchants to offer interactive services on any network technology to provide an enriched end-user experience. In addition to providing technology, platform, applications and content, OnMobile also offers its customers a Managed Services operations model. OnMobile is the first Indian telecom VAS service company to go public. It made its debut on the two most prominent Indian Stock Exchanges - BSE & NSE. OnMobile is headquartered in Bangalore, with offices in 9 countries, customers in over 20 countries, and employee strength of 1000+.

All leading mobile operators in the country such as BSNL, Bharti Airtel, RCom, Vodafone Essar and Idea Cellular feature on the client list. The revenue share for any VAS product is between 20-25 per cent of usage. With all these operators witnessing rapid subscribing additions and looking to augment non-voice revenues to stem the falling realisation, OnMobile appears well-placed to benefit from the opportunity.

OnMobile recently acquired Telsima, a natural speech recognition software player that has capabilities in foreign and several Indian languages. This paves the way for additional license fee in addition to revenue share for OnMobile in addition to geographical expansion.

Recent News:

Norwest Venture Partners India has invested about $15 million (Rs.75 crore) for a stake less than 5% in OnMobile Global Ltd, a provider of value-added services for mobile phones.


Financials:

OnMobile Global, has announced a 7.63 per cent growth in net profit to Rs 27.64 crore for the third quarter ended 31 December 2008. Total revenue rose to Rs 115.72 crore in the latest quarter from Rs 80.50 crore in the corresponding year-ago period.


CMP : 314

52wk H/L (Rs) 744.70 - 185.20 


Onmobile Advantage:

The inorganic growth strategy of the company has started to boost the revenues of the company with the share of international revenues having gone up from 19% in the last year to 24% as on December 2008. The international revenues have registered a growth of approximately 90% as compared to a growth of 40% in the domestic revenues. The share of international revenues has gone up due to the contributions from Voxmobili and Telisma.



Long Term Investors can stay invested in this stock and can add this stock on dips for a period of 3-5 years. (Buy 200-250)

MoserBaer India Ltd.

 Moser Baer, headquartered in New Delhi, is one of India's leading technology companies. Established in 1983, the company successfully developed cutting edge technologies to become the world's second largest manufacturer of Optical Storage media like CDs and DVDs. The company also emerged as the first to market the next-generation of storage formats like Blu-ray Discs and HD DVD. Recently, the company has transformed itself from a single business into a multi-technology organisation, diversifying into exciting areas of Solar Energy, Home Entertainment and IT Peripherals & Consumer Electronics. 

 Moser Baer has a presence in over 82 countries, serviced through six marketing offices in India, the US, Europe and Japan, and has strong tie-ups with all major global technology players.


Storage Media  

 Moser Baer India, the second largest manufacturers of optical media in the world, is a technology company focused on the preferred OEM for all 12 of the world's optical media manufacturers and commands a 16% development, manufacture and supply of optical media across the globe. The company is a global market share. With a strong R&D thrust, the company has been able to lead the technology curve in the optical media business.

 Moser Baer's products are manufactured at its three state-of-the-art manufacturing facilities that adhere to the most stringent process and quality standards. The company employs over 7,500 people and has an annual production capacity of over 3 billion units.


Photovoltaics 


 Moser Baer Photo Voltaic (MBPV) was launched as a fully owned subsidiary of Moser Baer in 2005 with the primary objective of enabling reliable solar power as a competitive non-subsidised source of energy.

PV industry potential 


 Fuelled by the recent technological advancements, it is estimated that solar market would demonstrate a 43 per cent CAGR and is poised to achieve grid parity in the short to medium term. The current demand projections translate to a market value of $50-70 billion by 2010, according to certain estimates. The solar market has grown from $13 billion in 2005 to an 
estimated $40 billion this year. 

 Demand from Europe — particularly Spain, Italy and Germany — has been strong. A key trend in the solar energy sector  is the diversification away from the top markets such as Germany and Japan. Spain and other European countries and the US are projected to drive demand through 2009; the growing demand in developing nations such as India and South Korea are expected 
to further drive the market up.


Entertainment:

Moser Baer Entertainment offers home video titles in various Indian languages at unmatched prices and is also engaged in media content creation.


IT Peripherals & Consumer Electronics:

 Moser Baer has entered into IT Peripherals and Consumer Electronics. In IT Peripherals the product range comprises of USB drives, Memory Cards, DVD writers, PC Peripherals, TFT Monitors, UPS and External Hard Drives. In the Consumer Electronics arena, the company has come up with a product range with medium to hi-end positioning comprising of Ultra Advanced LCD TVs, DVD Players, Portable DVD Players, Digital Photo Frames, Media Players and Multimedia Speakers.


Recent News:

 Moser Baer PhotoVoltaic (MBPV) plans to enter the US market and expand its presence in Europe by the end of the year. Europe is the major market where MBPV has a $350-400 million (Rs 1800-2,100 crore) business for three of its technologies — crystalline (best suited for cold climate), thin-film (appropriate for warm climate) and concentrator (for places getting  direct sunlight). PhotoVoltaic (PV) contributes around 10-15 per cent to Moser Baer’s consolidated revenues and the PV industry is growing at 30 per cent Compound Annual Growth Rate (CAGR) annually.


 Moser Baer Photovoltaic, a subsidiary of Moser Baer India Ltd., has secured a contract from roads and buildings department of Gujarat to set up one of India's largest roof-top solar photovoltaic installations in Surat.


Financials:

Moser Baer India has posted a net loss of Rs 25.65 crore for the quarter ended December 2008, against Rs 20.4 crore loss in the year-ago period, on the back of an increased interest charges.

Its standalone total income rose almost 25 per cent year-on-year to Rs 655.24 crore in October to December quarter FY09.


Year High : 85

Year Low : 41

CMP : 53


What Makes MoserBear Attractive:

Innovative Products to  cater growth: Moser Baer recently acclaimed fame of being the first non-Japanese Company to innovate its own OSM blu-ray disc technology.

Huge Market Size: The size of the blank optical media market in India is over one billion discs per annum. CDR (Compact Disc-Recordable) is the predominant format accounting for about 80% of the OSM market in India. DVDR  (Digital Video Disc-Recordable) has grown exponentially over the last year.

 Moser Baer Photovoltaic Limited, a Wholly owned subsidiary  of Moser Baer India, is in the business of photovoltaic (PV) cells and modules. MBPV  is expected to emerge as a technology-driven PV equipment manufacturer in the world by implementing a capacity of 500 MW by  FY 2010; through a mix of multiple technologies including crystalline silicon, concentration and thin films. The  manufacturing facilities are housed in a SEZ dedicated for renewable energy at Greater Noida. MBPV is in the process of setting up India's largest grid connected solar farm in Rajasthan with an investment of around Rs 100 Crore.



Investor with 3-5 years view can buy this stock on dips for a decent return.

Mobile value added service

Mobile value added services market is expected cross 12,000 crore in 2009.Current Mobile VAS industry is estimated at Rs. 5780 crore.To Grow 70% YOY to Rs. 9760 crores by end June 2009 & Rs.16520 crores by end June 2010.MVAS currently contributes around 9 % to the operator’s revenue.It is expected to increase to 10.4 % in the next 1 year and 12% by June 2010. 


Tanla Solutions

Tanla Solutions, predominantly a network aggregator in the mobile value added services (MVAS) space.An integrated play in the mobile billing and value added services catering largely to top mobile operators in the UK and Ireland, synergies from the acquisition of Openbit and an expanding domestic presence are key business drivers for Tanla. Content aggregators typically enable content from music companies, websites and entertainment companies to be made available in a downloadable format on mobile phones.

Tanla has end-to-end offerings in the mobile value added services segment, with network aggregation, product offerings and professional services. The company derives 78 per cent of its revenues from the network aggregation services. Its top clients are leading European mobile operators such as O2, Orange and Vodafone, all pan-European players, thus enabling Tanla to expand its footprint.

Tanla Solutions offers end-to-end mobile commerce, mobile entertainment, mobile internet and mobile advertising solutions and works in partnership with some of the top telecom operators worldwide such as MTN, Vodafone, O2, T-Mobile and Airtel among others. It has subsidiaries and offices in the UK, Singapore, Ireland, US, Dubai, Malaysia, Srilanka, South Africa, Spain and 
Finland.

Tanla Solutions’ acquisition of Openbit gives it a clear edge in terms of enhancing its offering in the on-device mobile payment segment. It could also help Tanla expand operations in new regions and create a sustainable revenue stream.

The acquisition holds several positives for Tanla. Openbit has strong tie-ups with players such Nokia and has its software products installed in 20 million Nokia phones. This deal can help Openbit extend its relationship with Nokia in countries such as China and India, where mobile subscribers are being added at 8 million a month.




Recent News:

Tanla Solutions, a telecom infrastructure provider, has partnered with Mahanagar Telephone Nigam (MTNL) to roll out third generation (3G) value added services in New Delhi. Tanla‘s 3G VAS platform enables a number of Video based interactive applications like Video IVR Portals, Video Chat, Video SMS and Video alerts. This enables mobile operators and service providers to enhance portal offerings with feature-rich, personalized video interactivity.

Tanla Solutions is forming a 50:50 joint venture with Spanish mobile value-added services provider Zed Worldwide to develop and sell mobile content. The proposed JV will also provide mobile advertising and related services to telecom operators in India. It would entail initial investments of Rs 63 crore in the paid up capital. Both the partners will contribute Rs 31.5 crore each for the venture.

Financials:

The firm which had sales of Rs 460 crore in 2007-08, generates 95% of its revenues from the overseas markets. It expects share of domestic market to grow to 15-20% in the next two years.


Three months ended Dec 31

(Versus the same period a year earlier, in million)

Net Profit 439.50 vs 432.70

Total Income 1,681.95 vs 1,240.34

Results are consolidated



Year 2009

High : 93.95

Low : 21.2 

Face Value: 1

EPS :1.70 (Last Qtr)

CMP : 29.50

It will give good returns for long term investors who can hold it for 2-5 years.

Bartronics India Ltd

Company Background


Incorporated in 1990, Bartronics India Ltd (BIL) is a Hyderabad based company that started with providing solutions in Automatic Identification and Data Capture (AIDC) having application in the area of inventory management, sales over retail counter, supply chain management and attendance recording. BIL has expanded into other AIDC solutions of RFDC, RFID tags, Smart Cards, Point of Sale (POS) units targeted at the retail market. The company is also developing GPS/GPRS technology.


Automatic Identification and Data Capture (AIDC)

The AIDC industry is moving rapidly towards the use of RFID in a number of high-value and high-volume market segments. The RFID market is expected to jump from $1.4 billion annually this year to as much as $3.8 billion in 2008, according to a study by Allied Business Intelligence Inc. It is still in a nascent stage but there are several factors, in addition to dropping chip prices, which are driving the growth of RFID as an enabling technology.



Business Model

BIL started developing and marketing bar codes, one of the oldest AIDC technologies. From the bar coding segment, BIL forayed into other advance areas of the AIDC technology ie. Biometrics and RFID.  BIL expertise lies in providing a total bar code solution together with system integration, which has applications in areas such as inventory management, attendance recording, dispatch management and sales over retail counter etc.



Industry Associates:

Intermec technologies, Synel Technologies, Datalogic, Escort Memory Systems, ASK, Wavex Technologies, singapore, Idmicro - RFID Solution Provider, Skywave - Mobile Communications, Lintec Corporations  




Business Alliances :

Watchdata systems, Singapore, Muhlbauer, Germany , SIL, mauritius, Hayleys, Srilanka, Almoayyed commercial services, bahrain, ST Microelectronics,  Iris corporation, Malaysia

 
Recent News:

The company has recently won a deal estimated at Rs 5,000 crore from the Municipal Corporation of Delhi. This deal, spread over nine years, is to set up 2,000 kiosks to provide ‘Government to Citizen’ services. This deal also opens up opportunity for garnering advertising revenues for Bartronics. This is especially relevant as the Commonwealth Games is set to take place in Delhi in 2010, providing scope for booking advertising revenues upfront.This deal provides long-term revenue visibility for the company.

Bartronics India Limited has informed that Bartronics Asia Pte Limited has received a trial purchase order for supply of RFID (radio-frequency identification) tags from the Singapore government housing and development board.




Financials:

Bartronics India's net profit surged 174.3% to Rs 18.49 crore on 68.8% increase in net sales to Rs 92.31 crore in Q3 December 2008 over Q3 December 2007. 

For the last three years, revenues have grown at a compounded annual rate of 146.8 per cent while net profits have grown by 170.3 per cent. In the nine months of FY09, the company has seen a 155.3 per cent (to Rs 417.2 crore) and a 132.6 per cent (to Rs 65.5 crore) growth in revenues and profits respectively.


PE : 4

52 Week High 253.00 

52 Week Low 55.00 

CMP : 74



Bartronics Advantage:

The Company has a robust order book of Rs 1100 Cr that is executable over the next 24 months. Of this order book the company has executable orders worth Rs 800 Cr executable over the next 15 months.

As the only company to provide end-to-end AIDC solutions in India, it is likely to benefit from strong and sustained client relationship.

Monopoly in smart card & RFID technology in domestic market with 90-95% market share in both, which in turn will swell its order book.



Investors can buy this stock around 50-70 level for medium to long term Investment(3-5 years)
 

A good Company to Invest

Numeric Power Systems Ltd

With more and more businesses (including telecom and critical care medical instruments) running on technology solutions, the need for power protection systems for reliability and quality has become vital. Given India's significant power deficits and the ubiquitous outages and voltage fluctuations, Numeric Power's products have significant market potential in the country. The IT and business process outsourcing boom in the country has further propelled the demand for such products.

Numeric power systems excel towards providing high Quality Power Management solutions and be the Industry Leader through,

Latest technology UPS products

Powerful solutions for all special applications

A wide spread network to stay close to all customers

Dedicated and trained team of resources for efficient support

Higher level of commitment to achieve high performance and maximum up time

Power Quality Audits and Energy Management solutions

The company has a dominant position in this segment and has clients such as Intel, Infosys and Veritas. Its ability to offer remote monitoring through customer IT networks and Web-enabled solutions has not only helped capture overseas market but has also facilitated cost-control through efficient servicing.

The company's fully-owned subsidiary in Sri Lanka and an export-processing unit in Chennai cater to the overseas markets. Other subsidiaries in Singapore and Mauritius, which trade in the company's products, have enabled effective tapping of markets in Africa and the US directly and through partners. The Singapore subsidiary also acts as a sourcing point for batteries, which are fully imported for the end product.

The company implemented an auxiliary power systems project for Power Grid Corporation in the entire north-eastern States, in a turnkey effort involving design, supply and installation of total power conditioning systems. With this, the company has elevated itself to an integrated player in power protection systems. This may well act as a reference point for more such projects in future

Recent News

Numeric has recently launched a 100 per cent owned subsidiary, Numeric Solar Energy, offering very high specialised and standard solar product range to support every need to conserve energy under the renewable energy programme, combined with energy efficient LED lighting solutions for a whole range of applications.

SOLAR PRODUCTS SOLAR SOLUTIONS:

Solar PV Modules, Standalone systems, Solar Charge Controller,Hybrid Solar power Systems combined with UPS systems, Solar Inverters, Distributed Grid Systems,Energy Storage, Solar Energy Farms

It expects the segment’s revenue to increase five times by 2012.

Numeric is planning to set up a one mw solar power project at its wind farm in Palladam investing Rs 20-25 crore. The company expects its turn over to cross Rs 500 crore in 2009 -10.


Financials:

Book Value 277.45
52 Wk 692.00
52 Wk 130.00
Face Value 10.00
Div(%) 50.00
CMP: 170.5
Investors can buy this script in the range of 130-150 for Medium to Long Term

Technical analyst and Experts Views about the Market

These Messages are Displayed in our blog in Stockmarket Live news Section:

Friday, 27 March 

4:05 PM - Sugar stocks are likely to outperform in the near term, Balrampur Chini and Renuka Sugar can be bought for more upside for now, says Sudarshan Sukhani, technical analyst, on CNBC-TV18.

4:00 PM - Sell Jindal Steel & Power with a target of Rs 1100-1000 and stop loss of Rs 1280, says Prasad Kushe, technical analyst, on CNBC Awaaz. The stock is currently trading at Rs 1234, down 0.16% on the BSE.

3:56 PM - Buy GVK Power for the long term, with a target of Rs 50-60 in 12 months, says DD Sharma of Anand Rathi Securities on CNBC Awaaz. The stock is currently trading at Rs 22, down 0.8% on the BSE.

3:51 PM - Buy Punj Lloyd with a target of Rs 94 and stop loss of Rs 78, says Prasad Kushe, technical analyst, on CNBC Awaaz. The stock is currently trading at Rs 90, up 10% on the BSE.

3:44 PM - The intermediate trend is up and if the corporate results starting April come out with a positive surprise the market could rally further, says Rajat Bose, technical analyst, on CNBC TV18. Nifty could then test 3400-3500 levels in the next six weeks, he adds. But it will not be a one way move up, so any correction should be used as an opportunity to buy into the market, he says.

3:37 PM - It was another stellar session for the Indian market that outperformed its global peers. Sensex closed at 10039, up 36 points (provisional) and Nifty at 3107, up 25 points (provisional) from the previous close. CNX Midcap index was up 2.11% and BSE Smallcap index was up 1.74%. The market breadth was positive with advances at 843 against declines of 376 on the NSE.

3:28 PM - Nifty has consolidated around 2800-2900 and now shown a breakout at 2830, says E Mathew, technical analyst, on CNBC TV18. This time if Nifty goes past 3150 on close, it will be a mouth-watering bear market rally that can take Nifty to 3700-3800, he adds.

3:21 PM - Book partial profits in Nifty long positions, says Anil Maghnani, technical analyst, on CNBC-TV18, as closing market strategy. Hold the rest with Nifty target of 3150-3175 and stop loss of 3050, he adds.

3:19 PM - Buy Reliance Communications with a target of 190 and stop loss of 176, says prakashgaba.com on CNBC Awaaz, as closing market strategy.

3:16 PM - Book profits in Nifty long positions, says Ashwani Gujral, technical analyst, on CNBC-TV18, as closing market strategy.

3:14 PM - Hold Nifty futures with a target of 3145 and stop loss of 3070, says Vijay Bhambwani, technical analyst, on CNBC Awaaz, as closing market strategy.

3:14 PM - Nifty has stiff resistance at 3150-3170 and it is best to book profits in long positions right now, says Rajat Bose, technical analyst, on CNBC TV18. Wait for a slight correction next week which would be an opportunity to get into the market at lower levels now, he adds.

3:08 PM - There is more steam in this rally and Nifty could go to 3300 in the short term, says Amitabh Chakraborty of Religare Securities, on CNBC TV18. After that the market is likely to pause and correct which will be an excellent opportunity to buy into this market, he adds. The risk appetite for equities has improved globally, he says. His top pick in the metal space is Sterlite Industries.

3:04 PM - The market is seeing a strong session led by metal stocks that are shining. Sensex is trading at 10080, up 77 points and Nifty is at 3118, up 36 points from the previous close. CNX Midcap index is up 2.16% and BSE Smallcap index is up 1.57%. The market breadth is positive with advances at 864 against declines of 332 on the NSE.

2:58 PM - Buy Torrent Power for the long term, with a target of Rs 150 in 18-24 months, says DD Sharma of Anand Rathi Securities on CNBC Awaaz. The stock is currently trading at Rs 73, up 2.1% on the BSE.

2:52 PM - In the engineering space, Punj Lloyd, BGR Energy and Praj Industries are excellent long-term stories, says Rajesh Tambe, technical analyst, on Zee Business.

2:46 PM - Buy Tata Motors with a target of Rs 188-206 and stop loss of Rs 162, says Prasad Kushe, technical analyst, on CNBC Awaaz. The stock is currently trading at Rs 186, up 9% on the BSE.

2:40 PM - SMC Global Securities maintains a buy call on BEL with a target of Rs 950 and stop loss of Rs 813, reports CNBC Awaaz. The stock is currently trading at Rs 843, down 1.01% on the BSE.

2:33 PM - Buy Siemens Ltd. with a target of Rs 256, says Salil Sharma of Kapoor & Sharma Company, on Zee Business. The stock is currently trading at Rs 250, up 1.2% on the BSE.

2:26 PM - Buy Hero Honda if it goes above Rs 1050 then its next target is Rs 1100, says Nitin Murarka of SMC Global, on Zee Business. The stock is currently trading at Rs 1078, up 4.8% on the BSE.

2:17 PM - Buy Idea Cellular with a target of Rs 55, says Salil Sharma of Kapoor & Sharma Company, on Zee Business. The stock is currently trading at Rs 49, down 3.4% on the BSE.

2:08 PM - Buy Reliance Power if it closes above Rs 110 then it has a target of Rs 127 and keep a stop loss of Rs 98, says Rakesh Bhansal of SMC Global, on Zee Business. The stock is currently trading at Rs 109, up 3.64% on the BSE.

2:01 PM - The Asian markets have closed flat while European markets have opened weak. Weak global cues see Indian market under some pressure. Sensex is trading at 9930, down 73 points and Nifty is at 3070, down 11 points from the previous close. CNX Midcap index is up 1.56% and BSE Smallcap index is up 1.12%. The market breadth is positive with advances at 780 against declines of 389 on the NSE.

1:52 PM - Buy RIL in a correction around Rs 1450-1480 with a target of Rs 1700 in 2-3 weeks, says Salil Sharma of Kapoor & Sharma Company, on NDTV Profit. The stock is currently trading at Rs 1556, down 0.64% on the BSE.

1:44 PM - Buy RIL with a target of Rs 1650 and stop loss of Rs 1420, says Nitin Murarka of SMC Global, on Zee Business. The stock is currently trading at Rs 1556, down 0.64% on the BSE.

1:37 PM - Buy Suzlon if it closes above Rs 48 then it has a target of Rs 70 and keep a stop loss of Rs 32, says Rakesh Bhansal of SMC Global, on Zee Business. Book partial profits around Rs 50 as it may not sustain rallies, he cautions. The stock is currently trading at Rs 45, up 2.02% on the BSE.

1:29 PM - Buy Dishman Pharma as it would give 60-70% return for the long-term, says Ashish Kapoor, CEO of Investshoppe, on CNBC Awaaz. The stock is currently trading at Rs 102, up 3.9% on the BSE.

1:22 PM - ONGC to continue with its capex plan of Rs 20,000 crore for FY10, says RS Sharma, chairman of the company, on CNBC TV18. The FY10 budget for exploration is at Rs 7000 crore, he adds. Experts feel L&T and Punj Lloyd to benefit from ONGC contracts. ONGC is currently trading at Rs 807, up 0.34% on the BSE.

1:15 PM - Sensex is likely to go to 12500 but the current rally does not indicate this is the beginning of a bull market, says Shankar Sharma of First Global, on CNBC TV18. The market lows mat not be in place as there is still a lot of problems ahead in the global market, he feels. The second half of 2009 will be crucial, he says.

1:07 PM - The Asian markets are trading mixed. It's a good session for our market this afternoon. Sensex is trading at 10019, up 15 points and Nifty is at 3098, up 16 points from the previous close. CNX Midcap index is up 1.85% and BSE Smallcap index is up 1.39%. There is buying in metal, banking and realty stocks. The market breadth is positive with advances at 823 against declines of 343 on the NSE.

1:00 PM - Buy Grasim Industries with stop loss of Rs 1330, says Neera Jain, technical analyst, on NDTV Profit. It will give good returns in 2-3 years, she adds. The stock is currently trading at Rs 1614, up 0.9% on the BSE.

12:53 PM - Hold Bajaj Auto and sell when it reaches Rs 640, says Ashu Bagri, technical analyst, on NDTV Profit. It has support at Rs 550, he adds. The stock is currently trading at Rs 619.95, up 0.5% on the BSE.

12:47 PM - The global markets are close to a bottom and so one should not buy in such a rally, says Andrew Holland of Ambit Capital on CNBC TV18. The risks on the downside continue and the markets may retest lows, he adds. Though optimistic about a sharp pull-back, he is still bullish in the long run. On investment in India, he says that India will remain off investors' radar for most of 2009 due to elections.

12:40 PM - Buy Hero Honda Motors with stop loss of Rs 920, says Prasad Kushe, technical analyst, on CNBC TV18. The stock is currently trading at Rs 1071, up 4.1% on the BSE.

12:33 PM - Invest in staggered fashion in L&T, RIL, Reliance Infrastructure and ICICI Bank with long-term view, says Phani Sekhar of Angel Broking on CNBC Awaaz.

12:27 PM - Hold Cairn India which is a very strong stock and will give good returns, says Neera Jain, technical analyst, on CNBC Awaaz. Keep short term stop loss of Rs 170, she adds. The stock is currently trading at Rs 190.80, up 0.2% on the BSE.

12:19 PM - Will wait on investments into India till the elections are over, says Samir Arora of Helios Capital on NDTV Profit. He expects consolidation in the current bear market rally but says it is difficult to assess medium-term direction of the markets. Political overhang in India is a cause for concern and uncertainty of election outcome increases the risks, he adds.

12:12 PM - Go short on NTPC with target of Rs 165, says Mitesh Thacker, technical analyst, on CNBC TV18. Keep stop loss of Rs 188, he adds. The stock is currently trading at Rs 181.10 on the BSE.

12:08 PM - The market at noon is trading volatile and choppy. Metal stocks appear to be on a roll. Sensex is trading at 9970, down 33 points from its previous close, and Nifty is at 3077, down 5 points. CNX Midcap index is up 0.9% and BSE Smallcap index is up 0.9%. The market breadth is positive with advances at 746 against declines of 391 on the NSE.

11:57 AM - Hold Jai Corp with target of Rs 110, says Neera Jain, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 60-65, she adds. The stock is currently trading at Rs 82, up 0.7% on the BSE.

11:52 AM - Buy Unitech when it reaches Rs 30-32, says E Mathew, technical analyst, on CNBC TV18. The stock is currently trading at Rs 35.65, down 2.5% on the BSE.

11:45 AM - Exit MTNL on rally because it is a weak stock in the telecom sector, says Gaurang Shah of Geojit Financials on Zee Business. Instead invest in Bharti Airtel or Reliance Communications, he adds. The stock is currently trading at Rs 69, up 1% on the BSE.

11:38 AM - Short-term traders buy TCS at Rs 520-530 with target of Rs 660, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 500, he adds. The stock is currently trading at Rs 549, down 1.5% on the BSE.

11:32 AM - Hold IVRCL Infra with medium-term target of Rs 172, says E Mathew, technical analyst, on CNBC TV18. Keep stop loss of Rs 121-125, he adds. The stock is currently trading at Rs 130.45, down 1.6% on the BSE.

11:27 AM - Buy KS Oils and hold with long-term view, says Paras Bothra of Ashika Stock Broking on CNBC Awaaz. It will give good returns, he adds. The stock is currently trading at Rs 42.80, up 4% on the BSE.

11:20 AM - Hold Axis Bank with target of Rs 465-470, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. New investors may buy on dips at Rs 350-375, he adds. The stock is currently trading at Rs 425, up 0.8% on the BSE.

11:15 AM - Avoid Ranbaxy which is a weak stock, says Pradeep Surekha, technical analyst, on Zee Business. It has a crucial level of Rs 156 breaking which it might go down to Rs 148, he adds. The stock is currently trading at Rs 160.60, up 1.7% on the BSE.

11:08 AM - Short-term traders can hold Tata Motors with target of Rs 190-200, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Long-term traders should keep target of Rs 250-260, he adds. New investors may buy on dips at Rs 155-160, he says. The stock is currently trading at Rs 173.30, up 0.4% on the BSE.

11:04 AM - An hour into opening, the market is witnessing volatility with both the indices trading a little lower than their previous closings. Asian markets are trading mixed. Sensex is trading at 9969, down 33 points from its previous close, and Nifty is at 3080, down 2 points. CNX Midcap index is up 0.6% and BSE Smallcap index is up 0.6%. The market breadth is positive with advances at 667 against declines of 410 on the NSE.

10:57 AM - Sell Visa Steel because it is fundamentally a weak stock, says Paras Bothra of Ashika Stock Broking on CNBC Awaaz. The stock is currently trading at Rs 20.20, down 1.5% on the BSE.

10:51 AM - Hold JP Associates with stop loss of Rs 78 and 82, says Pradeep Surekha, technical analyst, on Zee Business. It has resistance at Rs 89-90 crossing which it can go up to Rs 97, he adds. The stock is currently trading at Rs 86, up 0.2% on the BSE.

10:45 AM - Short-term traders buy Tata Steel with target of Rs 250-260, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 180, he adds. The stock is currently trading at Rs 212, up 3.5% on the BSE.

10:38 AM - Buy GVK Power which is showing good momentum, says Pradeep Surekha, technical analyst, on Zee Business. It can go up to Rs 25.50-26 in one or two days, he adds. The stock is currently trading at Rs 23.25, up 2.7% on the BSE.

10:31 AM - Short-term traders hold Sail with target of Rs 108-112, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 91.50, he adds. New investors may buy on dips at Rs 70, he says. The stock is currently trading at Rs 98, up 2% on the BSE.

10:24 AM - Buy Tata Motors at Rs 175 with target of Rs 182, says Simi Bhaumik, technical analyst, on Zee Business. Keep stop loss of Rs 169, she adds. The stock is currently trading at Rs 176.60, up 2.3% on the BSE.

10:17 AM - Short-term traders can book profits in Havells India for 5-10% gains, says Paras Bothra of Ashika Stock Broking on CNBC Awaaz. Long-term investors can hold, he adds. The stock is currently trading at Rs 157.05, up 6.6% on the BSE.

10:11 AM - Buy Axis Bank at Rs 421 with target of Rs 435, says Simi Bhaumik, technical analyst, on Zee Business. Keep stop loss of Rs 413, she adds. The stock is currently trading at Rs 429, up 1.8% on the BSE.

10:04 AM - Short-term traders buy ONGC with target of Rs 860-865, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 770, he adds. The stock is currently trading at Rs 807.50, up 0.4% on the BSE.

9:57 AM - The market begins the new series with a quiet and flat opening. Earlier in the day, the US market ended on a high note with a last-minute surge by Nasdaq. Sensex is trading at 9992, down 11 points from its previous close, and Nifty is at 3083, up 1 point. CNX Midcap index is up 0.6% and BSE Smallcap index is up 0.2%. The market breadth is positive with advances at 283 against declines of 205 on the NSE.

9:51 AM - The Nifty is expected to head towards the 4000 mark in the medium term though it won't be a straight dash towards it, says Sandeep Shah of Sampriti Capital on CNBC TV18. He believes that the fundamentals are similar to those 2004 levels. He advises taking a long-term view. He is sure that 2500 on the Nifty and 8000 on the Sensex will hold.

9:46 AM - There will be buying opportunity on dips in the morning and post-lunch sessions, says Sudarshan Sukhani, technical analyst, on CNBC TV18. Buy with a stop loss for 20-25 point gains, he adds.

9:39 AM - Nifty will be trading in the range of 2880-3150, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. On dips, support will be 2970 and 2880, he adds. He sees next resistance for Nifty at 3150-3200.

9:34 AM - The Nifty did not witness strong rollovers due to lack of short rollovers, says VK Sharma of Anagram Stock Broking on CNBC TV18. He expects midcap F&O stocks to see some action. He advises trading with strict stop loss or writing higher out-of-the-money calls for protection.

Supply Chain Management

Supply Chain Management :

One of the most important challenge in organized retail in India is faced by poor supply chain and logistics management. The importance can be understood by the fact that the logistics management cost component in India is as high as 7% -10% against the global average of 4% - 5% of the to,tal retail price. Therefore, the margins in the retail sector can be improved by 3% - 5% by just improving the supply chain and logistics management.

In India, with demand for end-to-end logistics solutions far outstripping supply, the logistics market for organised retail is pegged at $50 million and is growing at 16%. It is expected to reach $120-$130 million by 2010. Organised retail on the other hand is growing at 400% and is expected to reach around $30 billion by 2010.

Arshiya International Ltd

Arshiya International Ltd is a global supply chain and logistics infrastructure solutions company and is listed on the BSE. The company is an amalgamation of several strategic verticals (Free Trade Warehousing Zones {FTWZ’s}, Rail, 3PL, 4PL, Trucking, Warehousing & IT) enabling unparalleled operational expertise & solution capability across the entire supply chain spectrum & value chain. Arshiya has additionally developed strong ground operational capability (including Trucking & Warehousing) in the Middle-East, intended to be linked by sea from Mumbai, India to Sohar, Oman & Dubai, UAE.

Arshiya's key business entities currently include: Arshiya Logistics {which provides shipping and global logistics (3PL) services to its customers under the flagship BDP}, Arshiya Demand Chain Management {focusing exclusively on India's rapidly expanding retail market for their entire supply/demand chain (4PL) management in partnership with Global Major, Genco}, Arshiya Logistics Infrastructure (focusing on building Free Trade Warehousing Zones in India & the Middle East) Arshiya Rail Infrastructure (with 75 rakes set to become the largest pan-India private container rail operator by 2010) Arshiya Technology (under the flagship ‘Cyberlog’ which provides global I.T systems, software development and business process outsourcing services in the Supply Chain space) and Arshiya's Knowledge Center (which will encompass specialized consulting & training services).

GROUP COMPANIES

Arshiya Logistics Infrastructure

Arshiya Infrastructure focuses on establishing stable, high-tech and interconnected logistics infrastructure under project Diamond and Emerald in India and Middle East respectively.

Arshiya Logistics Infrastructure -Free Trade and Warehousing Zones:

Arshiya’s FTWZs would be a special category of Special Economic Zones (SEZ) with a focus on trading and warehousing. The units located within the FTWZ would thus be provided with significant benefits as available to the units in SEZ. These FTWZs would emerge out as an Integrated Zone to be used as International Trading Hubs with inbuilt Container Freight Station, Warehousing space and Inland Container Depots with attached Empty Container Storage & Refurbishment Yard. Concept of FTWZ has been coined to provide much needed infrastructure support for trading, storage and value added activities related to foreign trade along with multi-modal transportation, easy foreign exchange transaction, one stop custom clearance and to avail the regulatory benefits of FTWZs like exemption from taxes and duties.

Arshiya Logistics Infrastructure - India

West & North India, Free Trade Warehousing Zone (FTWZ) as Hubs and Rail network across Pan India (Phase 1).Project Diamond including the Indian Sub-Continent (FTWZ, as Hubs with all types of warehousing and CFS/ICD at all locations in West, North, East, South and Central India with Spokes on the rail corridors) connecting the main ports and hinterland of the India sub - continent with a rail / road (last mile connectivity) network (to be fully commissioned by end 2012) (Phase 2).

Arshiya Logistics Infrastructure Middle East

FTWZ in Sohar, Oman (Phase 1).
Project Emerald (FTWZ as Hub and Spokes all over Middle East Region) connecting the Sohar FTWZ with the main freight centers of Middle East (to be fully commissioned by mid 2012) (Phase 2).

BDP India and Middle East

BDP India and Middle East are entities within the Arshiya Group and are affiliated with BDP International, one of the leading global logistics companies. BDP International, headquartered in the United States has a network of offices and affiliates spanning 140 countries and representing a customer base of leading fortune 500 companies with advanced technology, BDP provides visibility across the global supply chain.

Within India, BDP has expanded to 9 offices across the sub-continent providing a full scope of logistics services to its clients. Logistics operations include import and export services across the globe, freight forwarding, ocean and air transportation, trucking, project logistics, and supply chain management.

BDP Middle East has offices in UAE, Qatar and Oman and is rapidly expanding across the Middle East region. Covering the samefull scope of services as BDP India, BDP Middle East can support its clients in the movement of products across the globe. In addition to its menu of core services, a special project logistics team of experts has been created to support the growth of major Infrastructure development within the region.

Cyberlog Technologies

Cyberlog provides an integrated supply chain solution to manage the logistics of demand fulfillment, customised technology services and business process outsourcing services.
Cyber-SCM, a supply chain solution, is a suite of web native applications for enterprises and logistics service providers. The completely integrated application helps to manage the logistics of demand fulfillment seamlessly across all geographies and transport modes, thereby reducing costs, stock levels, and cycle time while satisfying the need for on-time delivery.

Genco India:

Genco India is a joint venture company providing unique 4PL“Demand Chain Management” services designed to enhance customer’s competitive advantage in the retail sector. Genco is one of the leading retail logistics companies in North America, specializing in “forward and reverse logistics”, and provides customized logistics activities to many of the largest retail stores and consumer brand companies across a wide range of product segments.

Activities include supply chain analytics and network design, neutral benchmarking, 4PL logistics execution for product distribution across India and reverse logistics, providing a single point of contact for information visibility and KPI management, and ultimately assisting customers to re-design their operations from a traditional logistics model to a dynamic demand chain which responds to changing consumer needs.

Arshiya Rail Infrastructure:

Arshiya Rail Infrastructure, a wholly owned subsidiary of Arshiya International has commenced phase I of its rail operations as of 02 February 2009.

Arshiya Rail initiated its pan-India rail operations with the deployment of its first of the planned 30 rakes in phase 1 for Vedanta Aluminium. Arshiya Rail Infrastructure is providing unique and customised rail solutions with innovative and industry / product specific designed containers for large corporations with sizeable evacuation requirements in India.

Recent News:

Arshiya’s free trade zone in Khurja

Arshiya International Ltd, a global supply chain and logistics infrastructure solutions company, has received the formal approval from the Board of Approval (BoA) of SEZs (Special Economic Zones) for setting up its Free Trade and Warehousing Zone (FTWZ) in Khurja (UP).
Arshiya’s FTWZ in Khurja is coming up in the heart of the manufacturing hub in the NCR and is the second of the five FTWZs being set up by the company at different locations in the country. Arshiya’s first FTWZ at Mumbai received BoA clearance in December last year. It is expected to be the first operational FTWZ and is to be commissioned by September 2009.

Stock Details:

Q3 Financials:

Net Income for Q3FY09 at Rs. 114.16 crore, up 9%
EBITDA for Q3FY09 at Rs. 17.38 crore, up 31%
Net Profit for Q3FY09 at Rs. 13.02 crore, up 25%
Nine Months Ended (FY09) Net Income at Rs. 405.67 crore, up 49%
Nine Months Ended (FY09) EBITDA at Rs. 60.97 crore, up 87%
Nine Months Ended (FY09) Net Profit at Rs. 52.34 crore, up 105%

BSE Stock Code: 506074

Share Price: 49.8 as on 24 March 2009

Face Value : 2

Year High Low
2009 86.5 42.55
2008 424 69.2

At Current Market price it is a buy for Medium to LongTerm.

IT infrastructure management services

IT infrastructure management services

The global IT infrastructure management services (IMS) business is estimated to be $100 billion. Around 60-70% of the IMS activity can be outsourced, which translates into a huge business opportunity for Indian companies in this space.

Allied Digital Services Ltd

Allied Digital Services Ltd (ADSL) is a leading IT Infrastructure management and Technical Support Services outsourcing Company which enable global, large and medium enterprises and service providers to reduce their total cost of ownership using a combination of on site and remote services.

Business:

Allied Digital is into IT infrastructure management, security management and technical support services. The company, which has long been present in the domestic market, is now also looking at global markets. It has set up a network operation centre and security operation centre in Mumbai to serve its customers.

It launched its remote management services center consisting of a network operation center (NOC) and information security operation center (SOC) at Mumbai. It also started its liasioning offices in Sydney, Australia and New Jersey, United States of America. By going international, Allied hopes to be able to garner a good market share in the overseas business by offering its services at competitive prices leveraging the lower cost of technical manpower in India.

ADS delivers services through its own facilities and centres, spread across 92 cities and follows a `direct' model rather than a franchisee model, as adopted by its peers. This gives the company a direct control on the quality of service and helps it maintain the desired level of efficiency due to uniformity in training. The client list includes big name across the industry in Manufacturing, Banking, Energy, ITES, Service and Government.

Recent Awards:

Allied Digital Services bagged the Gold award as the Fastest Growing company. It registered a 90 percent growth in 2007-08, by posting revenues of Rs 297 crore in 2007-08, up from Rs 156 crore in the previous fiscal - DQ Channels

.
Allied Digital is awarded ‘Best under a Billion Dollar Company’ by Forbes Magazine

Allied Digital acquires US based EnPointe Global Services for US$ 30 Million:

The company acquired an 80.5 percent stake in En Pointe Global Services LLC as well as a majority stake in Bengaluru-based Digicomp, which offers reverse logistics, technical support, customer care, warranty services, etc.

Financials:

Results Q3 2008:

Sales :96 Cr
Operating Profit : 23.64 Cr
Net Profit :18.6 Cr
Allied Digital’s net sales have risen more than three times over the past two years. Net profit has grown by four times during the same period.
Promoters : 61%
Institutional Holding: 23%
Dividend Yield: Nil
P/E: 10.3
CMP: 149 (NSE)

BSE :
52 Wks High (06-JUN-08) 1049.6052 Wks Low (12-MAR-09) 146.05

NSE:

52 Wks High (06-JUN-08) 982.20 52 Wks Low (12-MAR-09) 145.05

Fortis Healthcare on an Expansion Spree

It is no news that the Indian healthcare industry is going strong even in the wake of global meltdown. While every other industry is losing its sheen, healthcare is expected to reach newer heights in the coming years. According to the recent Indian Brand Equity Foundation (IBEF) report, the Indian healthcare market is currently estimated at $ 34.2 billion and private healthcare is estimated to be the largest component of the healthcare sector by 2012 which is expected to double to $ 38 billion by 2012. In the race to grab the largest piece of the healthcare pie, one of the leading corporate Groups with a strong chance is Fortis Healthcare.

Fortis Healthcare is a growing healthcare provider in India. Fortis Healthcare has established a network of world-class super speciality hospitals linked with a larger network of Multi Speciality Hospitals to provide high quality healthcare to the people of India, in a hub and spoke model.

This model has allowed the group to serve the comprehensive medical needs of patients in their local communities at its multi-speciality facilities. The hubs focus on super-speciality 'centres of excellence.' Patients in need of such medical intervention are referred to these hubs from the multi-speciality facilities in the region. This model has allowed the Group to efficiently deploy resources across its network as its super-speciality expert clinicians provide expertise and support to its multi-speciality hospitals. It also serves to increase the quality of care throughout the network.

Unlike most healthcare providers, Fortis has opted for a staff model for doctors in its key specialities. This means that the doctors are full-time employees of Fortis and not empanelled with different hospitals. This gives both doctors and patients a distinct advantage. The doctors do not have to run from hospital to hospital and are encouraged to enhance their knowledge through research or attending conferences while the patients have the benefit of access to doctors as needed. As full-time employees, the team has a strong commitment, leading to better patient care and quality.

During the global meltdown, the group has seen an opportunity in medical tourism. Huge recession in the US and developed countries will lead to cost cutting including their exorbitant healthcare costs. This will have a positive impact on the Indian healthcare industry. More international patients are likely to travel to India from these countries for their healthcare needs, which will provide further impetus to the domestic healthcare sector.

The group plans to have 35-40 hospitals comprising 6,000 beds by 2012. The total investment for this is expected to be around Rs 2,700 crore of which funding requirements from Fortis shall be around Rs 1,500 crore (as the additional capacities shall be in the same mix of greenfields, joint ventures, O&M and acquisitions).

Fortis acquired Escorts Healthcare System in 2005 and today runs one of the largest Cardiac Programmes in the world. The amalgamation of the Fortis-Escorts competencies is setting benchmarks for the way healthcare is delivered in India

Results Q3FY09:

Net sales up 30.3% at Rs 158.41 cr vs Rs 121.55 crNet profit of Rs 6.8 cr vs a net loss of Rs 19.36 cr. Operating profit up 363% at Rs 22.2 cr vs Rs 4.79 crOPM at 14.03% vs 3.95%

Recent developments
In its first ever acquisition overseas, Fortis announced that it has bought a controlling stake in Mauritian hospital, Clinique Darne, in a joint venture with the leading Mauritian industrial group CIEL that operates in agro-industry, textiles and equity investment.

Future Plans:
Fortis Healthcare intends to have 40 hospitals with 6000 beds by 2012. Two Green-field hospitals are under-construction, these are:

A super-speciality hospital in Shalimar Bagh, West Delhi, with specialization in cardiac care, orthopaedics, neuro-sciences, renal sciences, mother and child care and gastroenterology (first phase - 250 beds).

As part of its greenfield project, Fortis bought a 7.5 acre plot in west Delhi's Shalimar Bagh to develop a multi-speciality hospital with 500 beds. The company plans to start construction as soon as the monsoons are over. The company zeroed in on Shalimar Bagh because it is a densely populated area of Delhi that does not have world standard medical facilities.

FIIMBS Medicity- a super-speciality hospital in Gurgaon, with a focus on trauma, oncology, mother and child care, cardiac care, orthopaedics, organ transplants and neuro-sciences (first phase -350 beds).

Fortis Healthcare has taken its total operational hospital strength to 26 hospitals (including 12 satellite/heart command centres).

Some of Fortis Hospitals List:

Hiranandani Hospital - Vashi, Mumbai.

Fortis Malar Hospital - Chennai

Fortis Escorts Hospital - Jaipur

Fortis La Femme - New Delhi

Fortis Hospital - Mohali

Fortis Hospital - Noida

Fortis Jessa Ram Hospital - New Delhi

Fortis Flt. Lt. Rajan Dhall Hospital - Vasant Kunj, New Delhi

Escorts Heart Institute and Research Centre Limited - New Delhi

Fortis Escorts Hospital - Faridabad Fortis Escorts Hospital - Amritsar

Fortis Escorts Hospital - Raipur Fortis La Femme - New Delhi

Conclusion

Stock @ NSE and BSE

NSE:
52-Week high 91.8 Low 45
BSE:

52-Week high 93 Low 46

At current Market Price of 65 it is a must hold in your Portfolio.

A good company with solid preformance

Shiv-Vani Oil and Gas Exploration Services Ltd.

Incorporated in 1989, Shiv-Vani has rapidly evolved to emerge as a key player in the upstream sector of the hydrocarbon industry. It went public in 1993. Headquartered in New Delhi, the company offers a wide spectrum of services in the field of oil and natural gas exploration and production. It provides short-hole drilling services to ONGC and it is globally recognized for its proven expertise in exploration, production and allied services. It provides a complete suite of onshore activities and offshore operations. It is the only integrated CBM (Coal Bed Methane) services provider in India and successfully pioneered horizontal and directional drilling in the country to enhance CBM procurement.

Investment Positives

Shiv-Vani is the biggest private sector rig owner & operator in India specializing in onshore and offshore operations. It has 21 onshore rigs, four seismic data acquisition equipment; four crew boats; seven compressors; 233 drilling rigs and 425 logistic support vehicles. It is one of the few companies in India to own an onshore rig equipped with Top Drive System.

It has an order book of 4800 crs, out of which 4100 crs is executable over a three-year period.

Rise in the prices of rig in the coming years will help the company to earn more revenues in its contracts as it has acquired rigs at lower prices.

Current Market Price : 102

Investment Period : 3-5 years
A good company with solid performance.

The Art of Investing

"Manage the downside; the upside will take care of itself" - Donald Trump
Investing is an art but most of the retail investors fails to master it. Investing is not simply putting your money somewhere with the aim of get-rich -quick attitude. It requires a lot of planning and control on your personal finance.

Investing is not gambling. A ‘real’ investor does not simply throw his hard earned money randomly. It requires lot of research analysis and time. It is smarter to buy and hold good stocks then to engage in day trading.

There are several methods available for investors.Investing in Bank Deposits,Term Deposits and Bonds are much safer investment in times like the market is in sever down trend . But we failed to include the effects of inflation in our returns, after taking the inflation effect the investor hardly earn 4-5 % return. This kind of investment are safe for investors who wants to protect their money with a small portion of appreciation. But for the investor who wants to create wealth for his generation, stock market provides an excellent opportunity to build wealth over a period of time.

How to find stocks that fit's your need?

By The Size: Large cap companies are well established and stable.But this companies have limited growth penitential then small cap companies. In case of small cap companies which operative in niche sectors can give good return.But the problem will come when these companies expanding in to new areas.
Growth Vs Value Companies:

A growth company is one that expanding in faster phase with regards to their earnings against unfavourable market condition or economy. If you are smart enough to catch a successful growth company in their early stage, you can create a huge wealth. A ‘ Value’ company is in general trade lower that the average earning due to economic condition.

The first sign of an growth company is constantly increasing it's market share against all odds and they are in emerging or niche sectors. The "sector" in which these companies are also plays a vital role in choosing growth and value companies.

Sectors to watch
Insurance : Huge Potential but most of the companies unlisted
Health Care : India is favorite for cost effective medical treatments
Food Processing : Huge untapped market
Alternate Energy: Yet to take off