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subu76
Senior Member
Joined: 25/Feb/2008
Online Status: Offline
Posts: 5709
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   Posted: 29/Jul/2009 at 12:20pm |
I haven't checked out this company for a while.
If you keep the Hinduja name aside...
The management is really good and focused on creating long term value. BPO valuations in M&A space is not all that bad.....hope they use the cash to do some acquisitions right now when the prices are really cheap
Edited by subu76 - 29/Jul/2009 at 12:21pm
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tarkeshwar
Senior Member
Joined: 14/Oct/2007
Location: India
Online Status: Offline
Posts: 140
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Posted: 29/Jul/2009 at 4:06pm |
Originally posted by Vivek Sukhani
Originally posted by Hitesh Shah
BGKGURU ji, are you still following Hinduja TMT? It is now Hinduja Global Services, correct? |
............lagega lagega, ismein bhi battery lagega!!!! |
Hi Vivek,
What is the story behind this statement? :) Please enlighten.
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Vivek Sukhani
Senior Member
Joined: 23/Jul/2006
Online Status: Offline
Posts: 6675
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Posted: 29/Jul/2009 at 4:09pm |
Originally posted by tarkeshwar
Originally posted by Vivek Sukhani
Originally posted by Hitesh Shah
BGKGURU ji, are you still following Hinduja TMT? It is now Hinduja Global Services, correct? |
............lagega lagega, ismein bhi battery lagega!!!! |
Hi Vivek,
What is the story behind this statement? :) Please enlighten.
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Nothing serious man......the way everything's going up, this stock may also make a move one fine day. Otherwise I have no idea about this company at all!!!!
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Jai Guru!!!
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tarkeshwar
Senior Member
Joined: 14/Oct/2007
Location: India
Online Status: Offline
Posts: 140
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Posted: 29/Jul/2009 at 4:10pm |
Originally posted by Hitesh Shah
BGKGURU ji, are you still following Hinduja TMT? It is now Hinduja Global Services, correct?
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Hinduja TMT was split into two - hinduja global and hinduja ventures. BPO business is put into the first company and remaining (cable, some real estate etc.) went into the second.
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tarkeshwar
Senior Member
Joined: 14/Oct/2007
Location: India
Online Status: Offline
Posts: 140
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Posted: 29/Jul/2009 at 4:21pm |
Originally posted by Vivek Sukhani
Originally posted by tarkeshwar
Originally posted by Vivek Sukhani
Originally posted by Hitesh Shah
BGKGURU ji, are you still following Hinduja TMT? It is now Hinduja Global Services, correct? |
............lagega lagega, ismein bhi battery lagega!!!! |
Hi Vivek, What is the story behind this statement? :) Please enlighten. |
Nothing serious man......the way everything's going up, this stock may also make a move one fine day. Otherwise I have no idea about this company at all!!!! |
This may be too late but not long ago, hinduja global was your kind of company. Price (at that time): Rs 100, Dividend: Rs 15, Cash/share: Rs 325, BV: Rs 466, PE < 4 , good operating business - BPO business more recession proof than IT sector, good disclosures (confcall, qtrly publishing of annual report type info).
There are some -ves like moving slow on acquisition etc, but not significant.
This seems too good to believe, but I have found no reasons yet to doubt it.
Just than now price has run up to Rs 400+ :)
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tarkeshwar
Senior Member
Joined: 14/Oct/2007
Location: India
Online Status: Offline
Posts: 140
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Posted: 29/Jul/2009 at 4:26pm |
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hinduja ventures also have similar balance sheet figures, but lack of a good operating business turns me off.
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Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
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Posted: 29/Jul/2009 at 4:42pm |
Originally posted by Vivek Sukhani
....
Nothing serious man......the way everything's going up, this stock may also make a move one fine day. Otherwise I have no idea about this company at all!!!! |
Well, it has risen by ~30% in the last 15 days or so (in anticipation of good results?). I remember reading how enthusiastic BGKGuru was about it awhile ago. Anyway, nice to see Tarkeshwar back in action  . As he says, HGSL's web-site has a lot of information / disclosures about recent performance.
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Vivek Sukhani
Senior Member
Joined: 23/Jul/2006
Online Status: Offline
Posts: 6675
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Posted: 29/Jul/2009 at 4:44pm |
Originally posted by tarkeshwar
Originally posted by Vivek Sukhani
Originally posted by tarkeshwar
Originally posted by Vivek Sukhani
Originally posted by Hitesh Shah
BGKGURU ji, are you still following Hinduja TMT? It is now Hinduja Global Services, correct? |
............lagega lagega, ismein bhi battery lagega!!!! |
Hi Vivek, What is the story behind this statement? :) Please enlighten. |
Nothing serious man......the way everything's going up, this stock may also make a move one fine day. Otherwise I have no idea about this company at all!!!! |
This may be too late but not long ago, hinduja global was your kind of company. Price (at that time): Rs 100, Dividend: Rs 15, Cash/share: Rs 325, BV: Rs 466, PE < 4 , good operating business - BPO business more recession proof than IT sector, good disclosures (confcall, qtrly publishing of annual report type info).
There are some -ves like moving slow on acquisition etc, but not significant.
This seems too good to believe, but I have found no reasons yet to doubt it.
Just than now price has run up to Rs 400+ :) |
My friend brought this stock just prior to de-merger at a price in excess of 700. The company got demerged with half the quantity of company A and half the quantity of company B. He is still ruing his decision......
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Jai Guru!!!
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