Subex

Promotors increasing stake

Posted by : Guest
Price when posted : BSE: Rs 31.85 ( -3.04 % ), NSE: Rs. 31.90 ( -2.45 % )

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Address of Director/Officer Date of receipt of allotment advice/acquisition / sale of shares/voting rights Date of intimation to company Mode of acquisition (market purchase/public/rights/preferential offer etc.) No. & % of shares/post acquisition/voting rights sale Buy Qty Sell Qty
No. Type %
Subash Menon, Founder Chairman, Managing Director & CEO 17-NOV-2008 19-NOV-2008 Open Market 2181307 Equity 6.259 110000
Subash Menon, Founder Chairman, Managing Director & CEO 18-NOV-2008 19-NOV-2008 Open Market 2184307 Equity 6.268 3000
Sudeesh Yezhuvath, Chief Operating Officer and Whole time Director 17-NOV-2008 20-NOV-2008 Open Market 279890 Equity 0.803 37630
Sudeesh Yezhuvath, Chief Operating Officer and Whole time Director 18-NOV-2008 20-NOV-2008 Open Market 294755 Equity 0.846 14865
Sudeesh Yezhuvath, Chief Operating Officer and Whole time Director 19-NOV-2008 20-NOV-2008 Open Market 315260 Equity 0.904 20505 ...

invest rs35000 today rs600000 in 2 yrs

Posted by : Guest
Price when posted : BSE: Rs 34.15 ( -2.71 % ), NSE: Rs. 34.05 ( -2.71 % )

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The stock is best placed at these low valuations for now. you can see a heavy investor churn in holdings due to the ongoing credit crunch. Promoters are increasing their control over the commpany. Even if subex manages a good result and the price appreciates, there will be sellers looking to get some amount out for short term liquidity issues. so its bargain time for buyers. also with promoter equity so low a hostile takeover in the near term cant be ruled out by competitors in the segment.
On the prospects of FCCB conversion, it is good if the holders opt for redemption. As per growth prospects subex should be easily be able to accumulate atleast half the redemption amount through annual profits until 2012 and some amount will come in through the sale of its services business. the rest can be a loan. With all this one could be optimistic of around 75-80 eps for FY12. A PE of 10 should give a price of 750 in 3.5 years. That is a 20 times appreciation....

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invest rs35000 today rs600000 in 2 yrs

Posted by : venkatagopal

See the Sep.`08 working:

Net sales 49.63 cr

Net loss 64.47 cr

though the loss is notional/mark to market losses,
how long the company withstand erosion of networth ?

What happens when FCCB come for conversion; which should be repaid with interest? If the repayment of FCCB will be done with fresh placement of capital, the equity will go up heavily which would dilute earning.

These are the stumbling blocks to consider a buy in this beaten down scrip.
What will happen to the company in one or two years is a big question. If the news that Premji bought the scrip is true, there is some hope because he can gauge the future better.

invest rs35000 today rs600000 in 2 yrs

Posted by : venkatagopal
Price when posted : BSE: Rs 34.25 ( -2.42 % ), NSE: Rs. 34.10 ( -2.57 % )

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See the Sep.`08 working:

Net sales 49.63 cr

Net loss 64.47 cr

though the loss is notional/mark to market losses,
how long the company withstand erosion of networth ?

What happens when FCCB come for conversion; which should be repaid with interest? If the repayment of FCCB will be done with fresh placement of capital, the equity will go up heavily which would dilute earning.

These are the stumbling blocks to consider a buy in this beaten down scrip.
What will happen to the company in one or two years is a big question. If the news that Premji bought the scrip is true, there is some hope because he can gauge the future better....

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invest rs35000 today rs600000 in 2 yrs

Posted by : Guest

invest 35000 today ie buy 1000 subex shares if you lose you may lose 35000 but if u gain u can gain 600000 so tell me does it not make sense to take a risk and buy the share now
same with kpit cummins both these stocks r good
only thing is market is bad but remember no one can predict a turnaround
buy now forget it for 2 yrs
sell after 2 yrs be a happy person for life

NSE Announcements on Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 34.85 NSE:Rs. 35.20 when posted]

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Subex Limited has informed the Exchange regarding a press release dated November 17, 2008, titled "Subex shows the way towards Operation Assurance at Content Encounter 3, Management World Orlando; Demonstrates the power of Operational Dexterity in Content based eCommerce and Advertising; and Enterprise Product Management". A copy of the press release shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...

NSE Announcements on Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 34.85 NSE:Rs. 35.20 when posted]

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Subex Limited has informed the Exchange regarding a press release titled "Subex demonstrates technology expertise to beat the global recession at Management World Orlando; Showcases products and processes to maximize revenues and profits, cut costs and optimize business". A copy of the press release 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 Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 34.85 NSE:Rs. 35.20 when posted]

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Subex Ltd has informed BSE regarding a Press Release titled "Subex demonstrates technology expertise to beat the global recession at Management World Orlando; Showcases products and processes to maximize revenues and profits, cut costs and optimize business"...

BSE Announcements on Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 34.85 NSE:Rs. 35.20 when posted]

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Subex Ltd has informed BSE regarding a Press Release titled "Subex shows the way towards Operation Assurance at Content Encounter 3, Management World Orlando"...

NSE Announcements on Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 34.85 NSE:Rs. 35.20 when posted]

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Subex Limited has informed the Exchange regarding a press release dated November 17, 2008, titled "Subex reaffirms its presence in Africa with Econet Wireless Win". A copy of the press release 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 Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 35.00 NSE:Rs. 35.00 when posted]

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Subex Ltd has informed BSE regarding a Press Release dated November 17, 2008 titled "Subex reaffirms its presence in Africa with Econet Wireless Win"...

invest rs35000 today rs600000 in 2 yrs

Posted by : Guest
Price when posted : BSE: Rs 35.90 ( -2.71 % ), NSE: Rs. 35.85 ( -2.32 % )

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invest 35000 today ie buy 1000 subex shares if you lose you may lose 35000 but if u gain u can gain 600000 so tell me does it not make sense to take a risk and buy the share now
same with kpit cummins both these stocks r good
only thing is market is bad but remember no one can predict a turnaround
buy now forget it for 2 yrs
sell after 2 yrs be a happy person for life...

sbex in short term

Posted by : Akash
Price when posted : BSE: Rs 36.65 ( -3.68 % ), NSE: Rs. 36.75 ( -3.16 % )

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From less than 40 to 200 in short term? What is the basis of this statement?

Akash......

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sbex in short term

Posted by : meetsiva2003

Subex will touch rs 200 in short term.start accumulating this stock

NSE Announcements on Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 39.95 NSE:Rs. 40.25 when posted]

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Subex Limited has informed the Exchange regarding a press release dated November 11, 2008, titled "Subex emerges market leader in Business Optimization according to OSS Observer report". A copy of the press release 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 Subex

Posted by : MMB Messenger
Price when posted : [Subex - BSE:Rs. 39.95 NSE:Rs. 40.00 when posted]

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Subex Ltd has informed BSE regarding a Press Relese dated November 11, 2008 titled "Subex emerges market leader in Business Optimization according to OSS Observer report"....

BUY SUBEX

Posted by : kbtcra
Price when posted : BSE: Rs 37.95 ( -0.26 % ), NSE: Rs. 37.50 ( -2.34 % )

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Government of Singapore Investment Corporation Pte Ltd bought 74107 shares from open market yesterday....

sbex in short term

Posted by : meetsiva2003
Price when posted : BSE: Rs 38.05 ( 4.97 % ), NSE: Rs. 38.40 ( 5.06 % )

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Subex will touch rs 200 in short term.start accumulating this stock...