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FutureBull
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Joined: 06/Feb/2009
Location: India
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Posts: 1868
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   Posted: 06/Mar/2013 at 9:01pm |
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IT companies broadly follow US stock markets and rightly so. If US economy gets better these stocks would do well for sure due to high revenue growth potential and cheap INR.
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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TCSer
Senior Member
Joined: 17/Mar/2008
Location: India
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Posts: 1882
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Posted: 06/Mar/2013 at 9:30pm |
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1)TCS is a changed co ever since young ,aggressive CEO Chandra took over.
2)Its become nimble footed and accountability increased a lot when 23 mini TCS were created in it.
3)Variable salary is a big lever to keep employees on toes n margins protected.
4)Discretionary spend is increasing in today era of tech transformation.
5)Indias demographic dividend benefit interms of coders availability.
6)Latest technologies like Mobility,Social media,analytics,big data increasing the usage of tech services exponentially
7)TCS needs to be compared on international basis
8)Highly Ethical promoters
9)Clean balance sheet
10)Size of opportunity still huge
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Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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ameydesai
Senior Member
Joined: 27/Nov/2010
Location: India
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Posts: 227
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Posted: 06/Mar/2013 at 10:27am |
Originally posted by TCSer
1)TCS is a changed co ever since young ,aggressive CEO Chandra took over.
2)Its become nimble footed and accountability increased a lot when 23 mini TCS were created in it.
3)Variable salary is a big lever to keep employees on toes n margins protected.
4)Discretionary spend is increasing in today era of tech transformation.
5)Indias demographic dividend benefit interms of coders availability.
6)Latest technologies like Mobility,Social media,analytics,big data increasing the usage of tech services exponentially
7)TCS needs to be compared on international basis
8)Highly Ethical promoters
9)Clean balance sheet
10)Size of opportunity still huge |
Originally posted by FutureBull
IT companies broadly follow US stock markets and rightly so. If US economy gets better these stocks would do well for sure due to high revenue growth potential and cheap INR. |
If these are the reasons - then TCS should give the 1300 levels again in the coming months ?
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Arise, Awake and Stop Not till the Goal is reached
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manish_okhade
Senior Member
Joined: 20/Oct/2008
Location: India
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Posts: 1997
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Posted: 06/Mar/2013 at 10:34am |
Originally posted by TCSer
10)Size of opportunity still huge |
I say its a question mark, pie is big but players have increased too. Entry barriers are coming down a lot. IT is a pure commodity play and cyclical in nature and very volatile to global scenario.
Chances of doubling of MCAP from current level in next 5 years looks very remote i.e. hardly 15% CAGR. Should one invest for such low return?
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ameydesai
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Joined: 27/Nov/2010
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Posted: 07/Mar/2013 at 1:13pm |
Originally posted by manish_okhade
Originally posted by TCSer
10)Size of opportunity still huge |
I say its a question mark, pie is big but players have increased too. Entry barriers are coming down a lot. IT is a pure commodity play and cyclical in nature and very volatile to global scenario.
Chances of doubling of MCAP from current level in next 5 years looks very remote i.e. hardly 15% CAGR. Should one invest for such low return? |
Okhadeji - Also look at consistent dividend yield
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Arise, Awake and Stop Not till the Goal is reached
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TCSer
Senior Member
Joined: 17/Mar/2008
Location: India
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Posts: 1882
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Posted: 11/Aug/2013 at 12:15pm |
Originally posted by ameydesai
Originally posted by manish_okhade
Originally posted by TCSer
10)Size of opportunity still huge |
I say its a question mark, pie is big but players have increased too. Entry barriers are coming down a lot. IT is a pure commodity play and cyclical in nature and very volatile to global scenario.
Chances of doubling of MCAP from current level in next 5 years looks very remote i.e. hardly 15% CAGR. Should one invest for such low return? |
Okhadeji - Also look at consistent dividend yield |
Visiting the thread after a long time. Lot of wealth created by this co Inspite of being Indias largest cap company for long. People who followed the thread would have created lot of wealth by now.
The company is still on an aggressive growth path. With our sourcing opportunity at USD 1.85 trillion n TCS ROCE of 50% n depreciating rupee it's a buy n hold story.
Let's get this thread active again.
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Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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TCSer
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Joined: 17/Mar/2008
Location: India
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Posts: 1882
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Posted: 23/Sep/2013 at 8:33pm |
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Teddies who would have followed this thread would have been laughing all the way to the bank. The story has played out as predicted in the beginning of this thread.
Right comparison of Tcs shud be at the international level . As long as Chandra is at the helm TCS will remain an outperformer n shud be held onto.
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Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
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Posts: 1868
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Posted: 23/Sep/2013 at 11:24pm |
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@$60bn this is already 2nd largest IT company after IBM which is struggling to grow. IBM has resorted to cost cuts etc. I agree growth potential is huge but challenges in front of mgmt. is also huge. They need to find new business to generate incremental profits of $600m so that they keep growing mcap by 20% assuming PE of 20x. As an individual investor I would have taken money off the table and invested in Mindtree or iGate. I noticed that Mindtree just got doubled over last year or so.
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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