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Allied Digital Services
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Allied and Mastek are best 2 picks
Posted by :
GuestTracked by: 0 Boarder
I agree. With a FY2008 EPS of Rs 44 and expected FY09 EPS of Rs57-60, this is an attractive stock.
Both JP Morgan and Dalal & Broacha have recommended strong buy on Mastek. (I bought some today at Rs 301.)
...
In reply to:
Allied and Mastek are best 2 picks
Posted by :
goldenglow
My 2 best IT picks are ADSL and Mastek. Enough is already written about ADSL here. So let's take a look at Mastek.
Mastek is perhaps the only player not impacted by the global financial meltdown.
None of the fallen firms like Lehman or Merrill Lynch or UBS are its clients.
There is also a misperception that Lehman held some 5% in Mastek. Actually, that was p-note investment through Lehman, which has now been transferred to another custodian.
Mastek gets half its revenues from Government vertical, which is never affected by economic cycles.
The remainder of Mastek's revenues come from stable segments like Insurance (the only subprime victim in insurance is AIG, and that too because AIG behaved irresposibly, unlike a typical insurance player).
FY2008 EPS was Rs 44, and FY2009 EPS may be Rs 57. It is trading at Rs 320. That makes Mastek the cheapest and most attractive stock in entire IT sector.
Buy it now!
Allied and Mastek are best 2 picks
Posted by : goldenglowTracked by: 0 Boarder
My 2 best IT picks are ADSL and Mastek. Enough is already written about ADSL here. So let's take a look at Mastek.
Mastek is perhaps the only player not impacted by the global financial meltdown.
None of the fallen firms like Lehman or Merrill Lynch or UBS are its clients.
There is also a misperception that Lehman held some 5% in Mastek. Actually, that was p-note investment through Lehman, which has now been transferred to another custodian.
Mastek gets half its revenues from Government vertical, which is never affected by economic cycles.
The remainder of Mastek's revenues come from stable segments like Insurance (the only subprime victim in insurance is AIG, and that too because AIG behaved irresposibly, unlike a typical insurance player).
FY2008 EPS was Rs 44, and FY2009 EPS may be Rs 57. It is trading at Rs 320. That makes Mastek the cheapest and most attractive stock in entire IT sector.
Buy it now!
...
watch Allied Digital Services cmp 750
Posted by : anuj_maheshwariTracked by: 0 Boarder
its a definite buy at around 700..this scrip has been trading in 700-750 range whereas the market has at that time fallen by over 1000 points. Even DSP fund has recntly bought into ADSL. (Source: ET Investor Guide - 15/09/2008, Pg 3)...
In reply to:
watch Allied Digital Services cmp 750
Posted by : Guest
Should we buy at current price of 740-750??
watch Allied Digital Services cmp 750
Posted by : GuestTracked by: 0 Boarder
Should we buy at current price of 740-750??...
In reply to:
watch Allied Digital Services cmp 750
Posted by : Guest
Should we buy at current price of 740-750??
NSE Announcements on Allied Digital
Posted by : MMB MessengerTracked by: 0 Boarder
Allied Digital Services Limited has informed the Exchange regarding the proceedings of the Annual General Meeting of the Shareholders of the Company held on September 12, 2008. The details of the same shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...
BSE Announcements on Allied Digital
Posted by : MMB MessengerTracked by: 0 Boarder
Allied Digital Services Ltd has informed BSE that the Annual General Meeting (AGM) of the Company was held on September 12, 2008....
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