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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: Tv18 - A value cum growth stock! Post Reply Post New Topic
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basant
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Quote basant Replybullet Posted: 26/Sep/2007 at 11:46am
Better then Tv18. NW is solid value problem is to locate that catalyst that would make this stock expensive.
 
I repeat Tv18 should do well at the times of Web 18's listing plus I have a habit of selling when I still think that the stocks is a doubler. That is because for the kind of risks that we take double is not the reward we are looking for.
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omshivaya
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Quote omshivaya Replybullet Posted: 26/Sep/2007 at 11:55am
So Basant sir, if fresh cash is available for deployment and there are 3 choices at currrent rates: Network18, Pantaloon and Yes Bank.
 
Which should get highest deployment, keeping in mind highest returns for next 2-3 years? I also believe in what you said: "kind of risks that we take, double is not the reward we are looking for"


Edited by omshivaya - 27/Sep/2007 at 1:28pm
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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Mohan
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Quote Mohan Replybullet Posted: 27/Sep/2007 at 12:06pm

I am eagerly awaiting response too.



Edited by Mohan - 27/Sep/2007 at 12:09pm
Be fearful when others are greedy and be greedy when others are fearful.
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vikram_varma200
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Quote vikram_varma200 Replybullet Posted: 27/Sep/2007 at 7:44pm
for tv 18 going ahead though the recently announced bonus is a minor trigger and don't expect too much happening till atleast 3 months till the web 18 news comes out.till then the valuations will always be questioned...
 
         but i have my own apprehensions even on the web 18 side...once the reasoning of raghav bahl on aggresive web foray was that media companies in the west lost oppurtunity using the web but tv18 group doesn't want to lose that while the web in india is in its nascent stages!!!!!theree's no daag in mr bahl's thinking but look at the way tv 18's portals operate
 
moneycontrol.com has lots of traffic drive to it via its most famous business channel and so are other sites like tech2.com and hshop18.com
 
and indiwo.com and commoditiescontrol.com and earnings website hardly have any visitors even to support the content writers!!!
 
cricketnext.com is a small ant in front of cricnfo.com...there's no variety in cnn-ibn and cricketnext.com..both have same content..so one who watches cnn-ibn wouldn't like cricketnext.com
 
only silver linig is yatra.com(which i personally used many a times)
 
         and then the promotional side of these portals even if the money stays within the group, there is an opportunity cost attached to within group cross-media promotions..and what happens to that cost of advertisments once web 18 is listed as a seperate entity
 
the way forward would be not simply adding portals with hardly any vistors but higher visitors for lesser no of sites which would help in concentrating on the sites in a better way


Edited by vikram_varma200 - 27/Sep/2007 at 7:45pm
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PKB2000
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Quote PKB2000 Replybullet Posted: 04/Oct/2007 at 9:39pm
Originally posted by vikram_varma200

for tv 18 going ahead though the recently announced bonus is a minor trigger and don't expect too much happening till atleast 3 months till the web 18 news comes out.till then the valuations will always be questioned...
 
    
 
Really for this channel TV18 now my computer room is added with another Tv behind.
Exclusively for my entertainment TV18 is the best irrespective of its effect on me!  Just based on that I have taken the share of this script again!
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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