Friday 27 February 2015

Logix Micro - Automotive solutions

Logix micro provides various solutions to Automobile industry/dealers.

They provide web and mobile solutions/platforms. They have an auto classifieds website Carazoo, just like Magicbricks and 99acres are for housing.  

They also provide customer resource management solutions to dealers with their iCRM product.
And have other marketing products for auto manufacturers.

Some of its products are well recognized and certified by industry leaders. 
Prominent clients of Logix include GM, Ford, Toyota, Lexus, Mitsubishi, Nissan, Renault, ISUZU and Hyundai etc.

Another reason to invest:
Ratan Tata has invested in Cardekho which is similar auto classifieds site and Porinju Veliyath is also invested here.

Internet companies are having a good run, take Naukari,Intrasoft and Justdial. Hopefully this will join the list.

 

IQ - Investment Quotes

Monday 16 February 2015

Let's find out - Should one consider FACE VALUE before buying into a stock

In this series let's explore if Face value should be considered while picking a stock.

Most would already have witnessed that companies split the stock to increase liquidity once stock price is high. Also, how announcements of stock splits further fuel stock prices in most cases. And after split liquidity adds more to the price.

For good companies stock splits mostly works as a good strategy to increase market cap.

Also had come across a research report some time back, which demonstrated that historically stock splits have worked better than bonuses (will try to find the article).

However, many stocks in the market are of F.V 1 and many below F.V 5.
And stock can be split from 10 to 5 to 1 or 10 to 2 to 1 only.

Once F.V reaches 1 company can only issue bonus to bring in somewhat the same effect as a stock split.

Would be exploring more about this question.

In the meantime please share in comments if you feel same and if any really good company would soon hit this case. Also could this limit appreciation of the stock price in future? What strategies could be applied to overcome this and inject liquidity into the stock.

Which one will you prefer TCS at FV 1 or INFY at FV 5?


*********This post is intended only for understanding and knowledge sharing. Corrections and value addition from readers are welcome.*********

Thursday 12 February 2015

Extra Bucks - Amazon referral

Amazon India has started a referral programme. This lets one refer friends and earn Rs 200/- when invitee joins Amazon with the link and makes a first purchase of Rs 300/- or more.

That's not all even your friend gets to pocket Rs 100/-. Isn't it a great deal for both.

Points to be noted:
  • Person getting invited must be new user and should not be already registered with Amazon.in.
  • Should use the referral link sent in mail to join Amazon.
  • First order should be of Rs 300/- or more.
  • After 30 days of successful shipping of the order you would receive gift voucher of 200/- and your friend would receive 100/-.


So use below link and join Amazon.in if you haven't yet and place your first order.
Also start sharing your referral link and pocket some bucks.

                                  @ AMAZON.IN referral bonus




Wednesday 11 February 2015

Must Read - 1 -

There are occasions when one knows everything or something, but still fails to implement.
This more than often happens in stock investing too.

Below read 8RULES too lists such rules which are a must to be considered before jumping into the stock idea.

Simple but effective principles that must be followed for better investment decisions. It talks about Safety, Bargain, Growth, Quality etc

                                                                     @8RULES

I found this very useful and would ask these questions before picking up a new stock idea.




              

Monday 9 February 2015

Optiemus infracom - the SAMSUNG distributor

Optiemus infracom is distributor of Samsung mobiles in India.

Other divisions of the company are:
It also manufactures mobile accessories under the brand name MOLIFE, like screen-gaurds,power banks, mobile case etc. More about this @MOLIFE
These products are also being sold at  Flipkart , Snapdeal, Amazon etc.

Company also earns some rental income from property rented to SAMSUNG.

Has some construction division and also company website mentions itself to be distributor of PLANTRONICS.

Most of the revenue is earned from being SAMSUNG distributor,mobile accessories and rental income.


Sunday 8 February 2015

STOCK TIPS: Do they really work?

Nice article explaining how stock tip providers work and run their business.

It explains how stock tip providers maintain a database of potential/interested people willing to invest in stock markets. Then divide the list into sub-lists and send out buy/sell tips on the same stock to one of the group. Then based on the success of the call, the respective group is targeted . And next tip is forwarded to only this group.

This is continued by trapping and dividing the groups into smaller bases.

Its a very good read for understanding how actually tips provider works and claim to have a very high success ratio.
There may be few good providers, but overall this is how it runs.

Complete article can be read at Business line LINK 


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Another good read on changing trends @LINK

This article talks about growth of new cities, e-commerce, new modes of communication etc.
Lets try to find companies which would benefit and directly play these themes in Indian markets at reasonable valuations.

Thursday 5 February 2015

Odyssey Tech - Ultimate SECURITY

What's interesting:

  •  Company provides security solutions for online transactions. Which should have no dearth of demand with increasing online transactions for banking, e-commerce etc
  • Very good customer base.
  • In age of internet every industry has online presence and hence could act as proxy to many sectors.


Read more about company and its offering@ Odyssey

***DISCLOSURE***
Posts in this blog are only for discussion and education purpose. These are not to be considered recommendations.

This is only an attempt to identify and understand Interesting companies and trends. Hence, investors must do their own due diligence.



Tuesday 3 February 2015

De Nora India

Company is into eletrochemical industry and has some very innovative products under belt.
I am not an expert in the field, but just reading through products section on company website gives some insight.

This is only an attempt to find companies with unique and interesting products.
Few that caught my attention are :

  • BRAVor: a system to recover precious metals (gold, silver)
  • Water Treatment chemicals and innovative technologies
  • Efficiency enhancing products and technologies
  • Metal recovery from waste


De Nora products@ LINK

Company seems to be very innovative and research oriented.

Disclosure:
This should not be treated as a recommendation and has been covered here only because product line is very interesting.
Investors need to do their own due diligence before investing in the mentioned stock.