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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
Message Icon Topic: Adlabs: Another spin off play. Post Reply Post New Topic
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vivekkumar_in
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Quote vivekkumar_in Replybullet Posted: 02/Jan/2007 at 2:21am
Basantji,
    The other 2 spinoff candidates HTMT & Zee are more of a spinoff play, rather a hold. 

Does Adlabs classify for a Spinoff & hold?

With the recent rise of Educomp.. can one consider switching Educomp to Adlabs ?

Regards,
Vivek
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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India_Bull
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Quote India_Bull Replybullet Posted: 02/Jan/2007 at 3:38am

Basantji,

One humble request... before putting your analysis on the forum pls send all the boarders a private email . 
 
Due to the effect of your analysis and coincidence and the current market trend and  the popularity of TED amongst fans , this one has gone up almost by 5 %  !!!(and I cdnt add it at lower price though I dont consider it as most imp criteria,would have prefered so !!)
 
 
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basant
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Quote basant Replybullet Posted: 02/Jan/2007 at 6:50am
Originally posted by vivekkumar_in

Basantji,
    The other 2 spinoff candidates HTMT & Zee are more of a spinoff play, rather a hold. 

Does Adlabs classify for a Spinoff & hold?

With the recent rise of Educomp.. can one consider switching Educomp to Adlabs ?

Regards,
Vivek
 
HTMT and Zee suffer from poor management problems. Otherwise they are as good as any other media company to play the media (CAS/DTH) boom. The problem is that after the spin off all the entities become fairly valued and hence the potential for immediate gains become minimized. Adlabs is a good stock to hold for the moment but in case the spin off adds value as we envisage it could become fairly valued again.
'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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basant
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Quote basant Replybullet Posted: 02/Jan/2007 at 7:08am
Originally posted by SANDEEP

Basantji,

One humble request... before putting your analysis on the forum pls send all the boarders a private email . 
 
Due to the effect of your analysis and coincidence and the current market trend and  the popularity of TED amongst fans , this one has gone up almost by 5 %  !!!(and I cdnt add it at lower price though I dont consider it as most imp criteria,would have prefered so !!)
 
 
 
It is all co-incodental. Just that we are able toi write it before the stock is to move up rather then the other way around.
'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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deveshkayal
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Quote deveshkayal Replybullet Posted: 02/Jan/2007 at 11:16am
Adlabs can be played as an all-round entertainment company, an substitute for Zee.I already bought it at 350 levels.Its FM station in Mumbai has got very poor response,this is the worry.How it emerges out of competition will test its creativity.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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catcall
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Quote catcall Replybullet Posted: 03/Jan/2007 at 8:18pm
While the FM story for Adabs will play up in the long run, it's entry in the 'Filmi duniya" looks more promising to me. The way films are raking in the dough outside india from the current Hindi films is noteworthy....
There are two times in a man's life when he should not speculate-when he can't afford it and when he can-Happy investing!
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basant
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Quote basant Replybullet Posted: 03/Jan/2007 at 9:09pm
The best benefit that any company can get from its movie library is the steady generation of income from re-runs. With DTH coming in and video on call will become a very important money generating scheme for many of these movie content producers. Generally people do not want to watch serial re-runs as much as they enjoy movie re-runs maybe because movies finish off in 3 hours!

Edited by basant - 03/Jan/2007 at 9:12pm
'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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PrashantS
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Quote PrashantS Replybullet Posted: 03/Jan/2007 at 9:15pm
Howmuch can Adlabs radio list at....AB BABy junior is the brand ambassador............for BIG
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