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Emerging companies - Mid caps that can become large cap
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Topic: Infoedge-About Jobs,marriages & real est.

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reetesh
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Joined: 01/Sep/2006
Location: India
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Posted: 05/Nov/2006 at 6:26pm

Companies who look for people they give them money as royalty or commission, Resume creation,etc, majority of the work are off-line, very little as ads...

Edited by reetesh - 05/Nov/2006 at 6:28pm

When going gets tough, that’s when tough (people) gets going.

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investor
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Joined: 06/Sep/2006
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Posts: 1745

Posted: 06/Nov/2006 at 12:57pm

I am getting extremely worried about this hype on Infoedge(and thereby, its rubbing off on TV18 valuations as well)

Like i mentioned in one of my earlier posts, its not that easy to make money
from web business. Raghav talking about matching his TV revenues from
the internet in 3 years time, is something which is going to be extremely
difficult.

Oversubscription levels of infoedge is also very concerning.
This could lead to a flurry of dotcom IPOs, and beleive that will be
the turning point, the bubble will burst, if not now, after a few 
quarter results of Info edge after they list.

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basant
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Location: India
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Posts: 18403

Posted: 06/Nov/2006 at 1:37pm

Markets are known to do strange things, whether this is hype or hope can be answered only by time. As long as there is some one ready to pay a price to some body we can only avoid looking at things in which we do not feel comfortable.

If it crashes that would affect the people who were invested but to preempt that crash is like timing the markets which is very difficult to do.

'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in

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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966

Posted: 06/Nov/2006 at 2:53pm

It is futile to compare an Infoedge to a TV18. TV18 revenue model from its internet ventures is based on completely different grounds. Before deciding on anything and comparing Infoedge to TV18, please try and find out the history of wsj(wallstreet journal) and how long it has been around. We all know how it has survived and prospered. Shaadi and Naukri are very narrow usages of internet but TV18 is into the media business so anytime they want to start off a new internet business, they can leverage their media properties(internet and on TV) in a very big way.

And talking of DOT com bust, try telling that to Google. Just bcoz someone has an "internet-based" model doesnt mean it shall go bust. We need to take each case individually.

And let's just suppose that TV18 does report a FY07 EPS of around 30 rupees, then it wont be so expensive, even though it may hover around 900-1000 bucks a piece.

Just my five cents though I am no expert.

Edited by omshivaya - 06/Nov/2006 at 2:56pm

The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it

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investor
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Posted: 06/Nov/2006 at 3:07pm

Originally posted by omshivaya

Just bcoz someone has an "internet-based" model doesnt mean it shall go bust. We need to take each case individually.

I agree, and im not saying it will.

All i'm saying is that history has shown that VERY VERY FEW internet companies have been profitable, so until we actually start seeing the numbers on the company books, please be a little cautious in having expectations based on projections, business model, or whatever....

If TV18 delivers - great, fantastic - all of us will be very happy, (and Basant very very very happy as he will be a zillionaire )

I am sure TV18 will make money from their internet business, but whether
they will make as much as they do from their TV business in 3 years time,
is something i would like to wait and watch. (Again, let me be clear here -
i'm NOT saying they WONT achieve it - just saying judgement reserved!

Besides, in three years from now, the TV business would also have grown much more than what it is today - for the internet business to match that,
its going to be a herculean task.

And BTW, you cant go and compare every case to Google - in every
industry there will be a few exceptions who perform exceptionally well,
way ahead of the competition, and Google is one such company.
If we start using this method of comparison, then you wouldnt be able to find a bad sector or a bad company at all.

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manishdave
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Joined: 05/Aug/2006
Location: India
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Posts: 1371

Posted: 06/Nov/2006 at 10:04pm

Basant,

Any idea when Infoedge listing? I am eager to see how it lists as first pure internet play. Their model is subscription based, but with so many young people coming to marriage mkt and (shortage of girls) their service will be in demand. There is no guarantee that people will find their

but atleast they will try and is enough for infoedge. Also same people will come to job mkt.

On negative side - as we discussed, people wont just go to their website. They need to promote a lot unlike rediff or moneycontrol.

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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966

Posted: 06/Nov/2006 at 10:24pm

It should list at a premium of at least 20-30%. But somehow, compared to TV18, Infoedge doesnt just excite me as its market is very limited. Unless of course, they have planned to enter newer areas on the internet.

The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it

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Ajith
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Joined: 06/Aug/2006
Location: India
Online Status: Offline
Posts: 1284

Posted: 06/Nov/2006 at 7:27am

No doubt internet and broadband are huge business opportunities .That is true.Every bubble begins with such a good idea.Without doubt that is what is starting -a bubble-in India.Not that there arent any opportunities but its best to maintain a distrustful attititude and make intelligent investments because it can never be easy-making money with high PE companies.

On the contrary,in the real business world huge changes are taking place.Reliance,Indian Hotels and Infosys are eyeing /entered into huge deals in the commercial and tourist hotspots of Kerala.This provides a clue as to opportunies for investments in several sectors.

Edited by Ajith - 06/Nov/2006 at 7:29am

Ajith

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