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Infosys Technologies
ROCKET STOCK.... BHAGYANAGAR INDIA at 19/
Posted by :
India_bullsTracked by: 0 Boarder
ROCKET STOCK.... BHAGYANAGAR INDIA LTD at 19/--; TARGET 45/-
BHAGYANAGAR INDIA LTD Trading in BSE & NSE at 19/- in B Group. Target 45/- for short term & 95/- for Long Term. Safe Investment at 19/-.
BHAGYANAGR INDIA Ltd in the field of Cables – Telephone; Good dividend Paying Company.
Company Announced 30% dividend for 2007-2008 Financial Year. Every year giving 30% dividend. Book Value of this company was Rs. 30/- per share.
Company having nearly 765 Crores worth land bank in Hyderabad & Vizag; This equls to per share its coming around Rs. 105/- worth land.
And Bhagyanagar India Ltd has allotted 40,00,000 Equity Share Warrants at a price of Rs 90/- per share warrant convertible into Equity Shares on a Preferential Basis to M/s. Consolidated Securities Ltd.
Compared to that (Rs.90/-) Now shares available 80% discount. Any time it will touch 90/- (1 to 6 months time). So double your money within 6 months time.
So there is no risk at all.
If you have already, buy some more make average. This is company is doing very very good. Slowly grab this stock. Fundamental is very very good. Don’t Sell if you have Bhagyanagar India equities. Stay Invest and wait up to 45/- minimum for short period (2 months time).
Company Planning to Demerging of Infrastructure Bussiness. After demerger of this share you will get shares of free of cost because Now current rate was very very less compared to Annual results and Land Bank.
Daily grabbing with Company people and Hyderabad and Mumbai BIG BIG Bulls (Check the Delivery Positions in NSE and BSE daily above 7%) because of Now stock is available at very very cheep price at 19/- EPS 5.5/- expecting for this Annual financial, with PE 3.5 only. Now Trading All most all time low rate.
BHAGYANAGAR INDIA LTD at Rs. 19/- is with Good NET PROFIT With EPS 6/- for 2007-08. For the yare 2008 – 2009 First Quanrter Net Sales at 50.9 crores and Net profit was 4.4 Crores. Compare to previous quarters less net profit because The Company has incurred a loss of Rs 4.2 crores on account of unrealized foreign exchange fluctuation on FCCB. The same has been adjusted in this quarter.
Net margins of this company minimum 15% to 25%. SO if you caluculate minimum 15% it will come 7.5 crores net profit.
Company Projected Sales for 2008 – 2009 is 250 Crores and NetProfit is 42 Crores
Equity 14.9 Crores, Company Projected EPS for 2008-09 is 5.5/- with Net Profit 42 Crores. As per This PE only 3.5. Normally tele cables companies PE will be minimum 10. If we take PE 10 It will come 55/-.
BHAGYANAGAR INDIA LTD Company having nearly 765 Crores worth land bank in Hyderabad & Vizag; This equls to per share its coming around Rs. 105/- worth land.
Total Equity of 14.9 Crores . Promoters Holding 55%; Foreign Institutions 10.66%; Banks and Financial Institutions 2%; Corporate Bodies 4.16%; overseas corporate bodies 6%& Public only 22%. Check the BSEINDIA for Shareholding pattern.
Book Value of this Share was 30/-. Karvy has strongly recommending for this stock.
Recently Bhagyanagar India formed a joint venture company named `Surana Ventures` for setting up of solar photo voltaic cell and module project in partnership with its promoters and a group company named Surana Telecom. The JV plans to manufacture and sell the equipment required for generating solar energy. It will be an 80% export-oriented unit with substantial tax-benefits.Bhagyanagar India and Surana Telecom will hold 40% each in the Rs 3 bn project with the remaining 20% being held by the core promoters of the company".
Company Planning to Demerging of Infrastructure Bussiness.
Bhagyanagar India Ltd. is a Hyderabad based company which has forayed into real estate and infrastructure development to unlock the value of its existing land bank of 3 million square feet.
The new development projects include integrated residential townships, IT parks, and hardware parks. The present value of the undeveloped land bank and tenanted property of the company is Rs 6,160 mn.
The one million square feet technology park in Uppal is the likely to complete in 15 to 18 months. “Early next year we would have launched our housing project in Vizag in 52 acres, with 1.2 million sq ft.”
The revenues are likely to increase to Rs 3,591 mn in FY08 and Rs 5,021 mn in FY09 and the net profits likely to grow at a CAGR of 53.34% to Rs 936 mn by FY09. The company is valued at Rs 65/- a share with an upside of 257% from the current stock price of around Rs 19/-. “For the next 4-5 years we see the company grow at 40 to 50 percent and expect 150 crores in infrastructure sales next year,” said Narendra Surana, MD, Bhagyanagar India.
Outright sale of small parcels and development of residential townships, IT parks and hardware parks on the larger land parcels is the route that works best in Hyderabad, for the company. It plans to sell the residential constructions and retain portions of commercial properties for the reason of higher rental yield on the latter. Over 6 Mn Sqft of net saleable area is likely to be developed over the next five years. A tourism project representing miniature monuments in India, a multiproduct SEZ and a resort complex are at different stages of finalization.
The company is also keen on selling some of its unused land bank for which it is getting handsome price and subsequently investing the amount in development projects.
Estimated EPS for this year was 5.5/- (Annualised).
Company Proposed EPS for 2008-09 is 5.5/- Karvy & other brokerages also acquiring this stock.
Lot of Accumulating is going on last 9 days. Daily 75% to 90% delivery Positions.
See BHAGYANAGAR INDIA EQUITY VALUE (Per share value) : 105/- Land Value + 45/- original value as per financial results (5.5 EPS annulised)
So Total Value of this company Share value was Rs.150/-. Just Imagine company share price where to going in this year…… Just Buy at 19/- Hold 1 to 6 months time. You will get minimum 100% to 400% returns.Enter current price at 18/-Target 45/- 95/- .
Just invest and get 100% to 400% profit.
Possitive Points for this stock for Up moving:
1) Company doing very good with EPS 5.5/- PE only 3; Avialable very cheep at 19/-
2) Company Having good Land Bank in Hyderabad & Vizag i.e 765 crores worth land per share its coming Rs. 105/-
3) Book Value was 30/-
4) Good Dividend paying Company; Every year 30% Dividend giving.
5) Promoters Holding is good 55%
Enter current price at 19/- Short term Target 45/- Long Term Target 95/-
Strong Fundamentals. Just Buy at 19/- get 100% to 400% Profit.
Happy Investing...
Bye
BIGBULLS
...
Technical pull back is in cards
Posted by : Infy_fan_alwaysTracked by: 5 Boarders
Novice ,
Jackfruit fell and rabbit died :)
you predicting the death of another rabbit ...
In reply to:
Technical pull back is in cards
Posted by : novice1000
hi friends,
As expected this counter reached 1750 which may act as a top in the immediate future.
Traders with enough risk appetite can try their luck at around 1600 levels.
regards 
Technical pull back is in cards
Posted by : novice1000Tracked by: 5 Boarders
hi friends,
As expected this counter reached 1750 which may act as a top in the immediate future.
Traders with enough risk appetite can try their luck at around 1600 levels.
regards...
In reply to:
Technical pull back is in cards
Posted by : novice1000
hi friends,
This counter is likely to witness levels of 1750 in the near future.
As far as the very short term( immediate future) is concerned, the stock may remain in the range of 1600 to 1750.
In the next two to three month period, it is likely to be range bound with an upward bias.
The downside is likely to be around 1500 levels where as the upside is likely to be around 1980 to 2025.
In the immediate future, Rupee is likey to become more weaker against US Dollar giving some solace to Indian tech giants which rely on US markets.
As far as the earnings are concerned, except the weaker Rupee, there may not be any positive surprises.
Overall this counter is going to remain in a very volatile zone and LT investors have to be very careful as far as fresh LT investment is concerned.
However traders with enough risk appetite can try their luck when ever the stock comes to levels below 1600.
regards
Infosys BPO sets up second campus in Jaipur
Posted by : Infy_fan_alwaysTracked by: 0 Boarder
Infosys BPO, the business process outsourcing arm of Bangalore-based Infosys Technologies, has invested Rs 171 crore towards setting up the Phase-I of its second campus in Jaipur.
To be built-in phases, the campus -- located in the Mahindra World City special economic zone (SEZ) -- will be spread over 42 acres of land with a total investment of Rs 531 crore. In the first phase, the company has created a built-up area of 3,69,100 square feet with a seating capacity of 3,200 people.
S Gopalakrishnan, CEO & MD of Infosys said- Jaipur is becoming an exciting destination for the IT-ITeS industry. Our investment in the second campus firmly establishes Jaipur as a significant center for Infosys. We are extremely happy to be in Jaipur and acknowledge the support and encouragement of the state government
The Jaipur Campus of Infosys BPO complies with global environment standards to ensure efficient consumption of energy per square-foot and the least carbon footprint. The campus is designed as a green building to meet the gold/platinum rating standard of LEEDS. As a part of Infosys\\` effort to become carbon neutral, the campus will have 49 per cent of the total area as the green belt.
Infosys opened its first BPO campus in Jaipur in August 2006, which is operating out of the Sitapur industrial area in the city. The company has made an investment of about Rs 23 crore in the centre which has a seating capacity of 890. With an aim of enhancing the employability of the talent pool, Infosys has partnered with 32 engineering colleges in Rajasthan as a part of its Campus Connect programme. So far, 120 faculty members and 1,914 students have been trained in Rajasthan as a part of the programme.
...
BSE Announcements on Infosys
Posted by : MMB MessengerTracked by: 0 Boarder
Infosys Technologies Ltd has informed BSE regarding a Press Release dated August 29, 2008 titled "Infosys Inaugurates its Second BPO Campus in Jaipur"...
NSE Announcements on Infosys
Posted by : MMB MessengerTracked by: 0 Boarder
Infosys Technologies Ltd. has informed the Exchange regarding a press release dated August 29, 2008, titled "Infosys Inaugurates its Second BPO Campus in Jaipur; Phase 1 completed with an investment of Rs. 171 crore". A copy of the press release shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements)....
Buy Infosys, target of Rs 2250: Karvy
Posted by : GuestTracked by: 0 Boarder
What say ? ...
In reply to:
Buy Infosys, target of Rs 2250: Karvy
Posted by : Guest
Hi Pommy,
Infy is waiting for going down.. From past 3 session\\`s trade, Broker has tought time to keep Infy at 1700 Level. At any cost Infy is not going to cross 1740 Rs in near future (i.e. in 10 days. ) This script will avaiable at 1500 Rs in 10 days.
If possible exit from this stock.
Good Luck.
Infosys looking for orders from West Asia
Posted by : Infy_fan_alwaysTracked by: 0 Boarder
Infosys Technologies is eyeing orders from the middle-east and domestic companies, reports Business Standard.
Infosys sees significant opportunities to increase sales in these markets. The company, which on August 25 offered to buy UK-based Axon Group, aims to boost revenue from markets other than the US.
Customers in North America, mainly in the US, accounted for 63% of Infosys`s sales in the quarter ended June 30, compared with 27% from Europe, 1.3% in India and 8.8% for the rest of the world.
...
IP creation big growth strategy for Infosys
Posted by : Infy_fan_alwaysTracked by: 0 Boarder
Beyond global delivery
What is the future of the global delivery model? The next-generation software engineering model is something that Infosys has been working on and plans to revamp. The current focus is on four significant research areas: automation, collaboration, assembling and simulation.
We actually focus our research around these four themes (automation, collaboration, assembling and simulation ) a lot to really change the way we are doing software designing today. So, we are actually trying to research and innovating around these four things to really define that next generation software engineering models, says Goparaju.
...
In reply to:
IP creation big growth strategy for Infosys
Posted by : Infy_fan_always
Looks to IP creation and commercialization of products as a non-linear growth strategy
So what if the Indian government does not believe in awarding patents for software? It does not deter companies like Infosys, who are investing in building Intellectual Property. In fact, IP creation and commercialisation is a big non-linear growth strategy for the IT services giant.
Intellectual Property creation and commercialization is a big non-linear growth strategy, so anything that is people intensive is a linear mode and at our size now, non-linear growth strategy is a big focus, said Subu Goparaju, Head, SetLabs, talking to CIOL.
The research arm of Infosys, SetLabs, was recently awarded US patents for Holography and Mobile Communications. In fiscal 2008, Infosys generated over 102 invention disclosures and filed an aggregate of 10 patents in India and the US. Some of its main areas of research include: areas of software engineering, high performance and grid computing, convergence technologies, information management, Web 2.0 and knowledge engineering, business process management, enterprise mobility, etc.
Infy has been working on these technologies for two to four years, and believes that these are areas where the applications will keep increasing and hence, present a big opportunity.
Driven by a need to protect its Intellectual Property, the company set about actively focusing on identifying all its intellectual assets and protecting it through patents.
Once you have a focus on IP, it is important to make sure that you protect it, you make sure that others do not infringe on that, similarly you do not infringe on others intellectual property, so you need to have a very clear intellectual property protection strategy, says Goparaju.
So, what is driving such a dedicated approach to creating IP? First of all it clearly differentiates our services when we are actually talking about it, even the regular IT services whether it is in the system development or main domains or package implementation or any of those things, it is our research and IP clearly differentiates and the clients refer different kinds of value whether in terms of how fast we deliver it or the quality we delivered, he states.
Generation co-creation is another concept that Infy conceived, wherein it collaborates with its partners/clients to co-create products, while combining intellectual properties.
On building products
Infosys is also seriously focusing on commercializing some of the IP and is simultaneously looking at India as a non-linear growth model.
In response to a query on whether there is conscious shift in strategy from a services provider to a products company, Goparaju said, We will continue to be a IT solutions organization or business IT solutions organization, but in some cases if we need to productize some of our more mature IP we are pretty open to that and probably products also.
Some of the areas that could be chosen as a product strategy are enterprise mobility, convergence technologies and some business areas like analytics. Yet, Goparaju insists that it will not be a significant move from being a services organization to a products organization.
We will continue to be a services and solutions company, but if for a particular piece of intellectual property if we feel that a product model is more suited then we are open to that. So we will see some products also from Infosys, like for instance we have Finacle today, so in future we may have more such products, but as I said we will continue to be mainly an IT solutions organization and if a product model is more suitable for one of the things we are open to that, he adds.
MConnect, a mobility platform, Infosys Gradient, a real-time data integration tool, Magicmirror and ShoppingTrip360 are solutions that the company is trying to productize. When they (the solutions) reach a particular stage, we may actually try to kind of take them out and make them into full-fledged products. Some of these things are being done within specific business units today, he adds.
Infosys is also looking to grow its business in the domestic market. It has set up a business unit for India and will be working with Indian clients. As far as products for India is concerned Goparaju says, We are consciously looking at India as a market, we are working with one of the India business units. To start with we are actually trying to leverage our existing intellectual property in the Indian context. We actually see good opportunities for most of our IP in the Indian context and there are also some areas where we are actually trying to build new stuff and modify the existing thing for the Indian companies, especially in the wireless mobility security areas.
IP creation big growth strategy for Infosys
Posted by : Infy_fan_alwaysTracked by: 0 Boarder
Looks to IP creation and commercialization of products as a non-linear growth strategy
So what if the Indian government does not believe in awarding patents for software? It does not deter companies like Infosys, who are investing in building Intellectual Property. In fact, IP creation and commercialisation is a big non-linear growth strategy for the IT services giant.
Intellectual Property creation and commercialization is a big non-linear growth strategy, so anything that is people intensive is a linear mode and at our size now, non-linear growth strategy is a big focus, said Subu Goparaju, Head, SetLabs, talking to CIOL.
The research arm of Infosys, SetLabs, was recently awarded US patents for Holography and Mobile Communications. In fiscal 2008, Infosys generated over 102 invention disclosures and filed an aggregate of 10 patents in India and the US. Some of its main areas of research include: areas of software engineering, high performance and grid computing, convergence technologies, information management, Web 2.0 and knowledge engineering, business process management, enterprise mobility, etc.
Infy has been working on these technologies for two to four years, and believes that these are areas where the applications will keep increasing and hence, present a big opportunity.
Driven by a need to protect its Intellectual Property, the company set about actively focusing on identifying all its intellectual assets and protecting it through patents.
Once you have a focus on IP, it is important to make sure that you protect it, you make sure that others do not infringe on that, similarly you do not infringe on others intellectual property, so you need to have a very clear intellectual property protection strategy, says Goparaju.
So, what is driving such a dedicated approach to creating IP? First of all it clearly differentiates our services when we are actually talking about it, even the regular IT services whether it is in the system development or main domains or package implementation or any of those things, it is our research and IP clearly differentiates and the clients refer different kinds of value whether in terms of how fast we deliver it or the quality we delivered, he states.
Generation co-creation is another concept that Infy conceived, wherein it collaborates with its partners/clients to co-create products, while combining intellectual properties.
On building products
Infosys is also seriously focusing on commercializing some of the IP and is simultaneously looking at India as a non-linear growth model.
In response to a query on whether there is conscious shift in strategy from a services provider to a products company, Goparaju said, We will continue to be a IT solutions organization or business IT solutions organization, but in some cases if we need to productize some of our more mature IP we are pretty open to that and probably products also.
Some of the areas that could be chosen as a product strategy are enterprise mobility, convergence technologies and some business areas like analytics. Yet, Goparaju insists that it will not be a significant move from being a services organization to a products organization.
We will continue to be a services and solutions company, but if for a particular piece of intellectual property if we feel that a product model is more suited then we are open to that. So we will see some products also from Infosys, like for instance we have Finacle today, so in future we may have more such products, but as I said we will continue to be mainly an IT solutions organization and if a product model is more suitable for one of the things we are open to that, he adds.
MConnect, a mobility platform, Infosys Gradient, a real-time data integration tool, Magicmirror and ShoppingTrip360 are solutions that the company is trying to productize. When they (the solutions) reach a particular stage, we may actually try to kind of take them out and make them into full-fledged products. Some of these things are being done within specific business units today, he adds.
Infosys is also looking to grow its business in the domestic market. It has set up a business unit for India and will be working with Indian clients. As far as products for India is concerned Goparaju says, We are consciously looking at India as a market, we are working with one of the India business units. To start with we are actually trying to leverage our existing intellectual property in the Indian context. We actually see good opportunities for most of our IP in the Indian context and there are also some areas where we are actually trying to build new stuff and modify the existing thing for the Indian companies, especially in the wireless mobility security areas.
...
INFOSYS
Posted by : zoombusinessTracked by: 0 Boarder
Infosys Technologies sees incremental growth from special economic zones (SEZs). In the last couple of years, the company has been setting up SEZs in Chandigarh, Hyderabad, Jaipur, Mysore, and Pune and it has started construction in Mangalore and by April next year will set up one in Thiruvananthapuram.
The company plans to invest Rs. 1,100 crore in setting up centres across the country for the current fiscal and of which it will invest Rs. 1,000 crore in SEZs. Last year, it invested Rs. 400 crore in the SEZs out of the total investment of Rs. 1,150 crore, according to T. V. Mohandas, board member.
He said the company’s investment in SEZs had increased anticipating the removal of STPI (Software Technology Parks of India) norms by 2010. Among all the SEZ centres, Mahindra City, on the outskirts of Chennai, was considered to be the largest.
The total land taken up by Infosys was 129 acres, of which 2.1 million sq. ft. with 11,234-seat capacity had been built in the first phase.
-CM...
For long term investing in Infy
Posted by :
HumbaTracked by: 0 Boarder
Hello - Planning for longterm investment into Infy that is 2-3 years. Currently they have forecast about 20% growth. What do analysts predict for future, where it will be in 2 years down the line. Will that be around 2500 (1700+340+340) say in Aug 2010.
Inputs welcome....
For long term investing in Infy
Posted by : HumbaTracked by: 0 Boarder
Hello - Planning for longterm investment into Infy that is 2-3 years. Currently they have forecast about 20% growth. What do analysts predict for future, where it will be in 2 years down the line. Will that be around 2500 (1700+340+340) say in Aug 2010.
Inputs welcome....
Today is a day of INFOSYS.
Posted by :
Sunny_ChopraTracked by: 0 Boarder
I don't see that happening. ...
In reply to:
Today is a day of INFOSYS.
Posted by : Guest
Will Infy touch 1825 Today ..?
Buy Infosys, target of Rs 2250: Karvy
Posted by : GuestTracked by: 0 Boarder
Hi Pommy,
Infy is waiting for going down.. From past 3 session\\`s trade, Broker has tought time to keep Infy at 1700 Level. At any cost Infy is not going to cross 1740 Rs in near future (i.e. in 10 days. ) This script will avaiable at 1500 Rs in 10 days.
If possible exit from this stock.
Good Luck....
In reply to:
Buy Infosys, target of Rs 2250: Karvy
Posted by :
pommy
I dont know how karvy projected this. But it is surely waiting to move up but... when? For more details have a look at stocksweekly.blogspot dot com
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