Mindtree

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    Intrinsic value spectrum of IT companies are changing fast…

Intrinsic value spectrum of IT companies are changing fast…

Most of the big IT companies had come out with their second quarter and half yearly results. We had seen weak and negative numbers from most of the companies and are petrified will erase companies’ intrinsic values this financial year.

We are also watching closely this sector for any opportunities available to invest. Many IT […]

Investments is like Baseball game…

Most of the investors want to become rich and wealthy soon. Especially if you are the stock market investor, we all are always in search for the next “home run” stock. But if you are investor like us, who believes in preserving and compounding their capital over the long term, a better option is […]

By |October 7th, 2016|Portfolio Point|2 Comments|

10 investment ideas for this month…

Investing successfully is not easy. It requires incredible discipline and patience with all the other qualities. After all, the greatest rewards come when you buy stocks at your price and wait for that right opportunity with huge upside and then swing big. This approach was introduced by Warren Buffett and we at Valueoperations practice […]

By |October 4th, 2016|Portfolio Point|4 Comments|
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    4 quality IT businesses still look cheap on 2017 valuation spectrum

4 quality IT businesses still look cheap on 2017 valuation spectrum

Exactly one month back we posted article on this blog about 10 IT companies that we track, of which 5 are looking cheap. If you read that post you will notice that we pointed out that it is hard to go against the sell tide and buy in falling stocks for your portfolio. In […]

By |September 28th, 2016|Portfolio Point|3 Comments|

Mindtree below Rs 500! What to do with this stock?

In the past three months we had seen a lot of weakness in the stock prices of IT companies. If we talk about Mindtree, it is almost down by 25% from its high. So many investors might be in dilemma whether to hold, sell or buy few more stocks of Mindtree. Maybe after reading […]

By |September 27th, 2016|Portfolio Point|0 Comments|

5 IT businesses that look cheap to buy today

Successful investors are known for deploying their capital into the opportunities which are capable of producing favourable returns over time. Value investing is also of similar concept, where investor buys the securities for less than what they are worth. The concept is simple but it is not easy. Why? Because most of the time […]

By |August 29th, 2016|Uncategorized|2 Comments|

Wipro: Q1 – 2017

Wipro announced its results yesterday evening and they look like this:

Wipro
Q1 – 2017
Q4 – 2016
Q1 – 2016
% change Q-Q
% change Y-Y

Revenues
13,697.6
13,741.7
12,370.60
-0.32%
10.73%

EBIT
2,804.7
3,050.7
2,931.8
-8.06%
-4.34%

EBIT margin
20.48%
22.20%
23.70%
-1.72 Bpt
-3.22Bpt

Net Profits
2,059
2,257.5
2,207.4
-8.79%
-6.72%

 

Wipro results are like the last nail in the coffin of IT sector. The only positive thing was that revenues had grown by 11% on year on year basis. The managements […]

By |July 20th, 2016|Q1 - 2017|2 Comments|
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    What earnings and valuation spectrum should we expect from Mindtree: Q1 – 2017?

What earnings and valuation spectrum should we expect from Mindtree: Q1 – 2017?

Mindtree came out with its first quarter results yesterday, and the results look like this:

Mindtree
Q1 – 2017
Q4 – 2016
Q1 – 2016
% change Q-Q
% change Y-Y

Revenues
1,327.6
1,320.3
977.5
0.55%
35.82%

EBIT
168.1
183.6
166.3
-8.44%
1.08%

EBIT Margin
12.66%
13.91%
17.01%
-1.25 Bpt
-4.35 Bpt

Net Profits
123.5
133
128.3
-7.14%
-3.74%

 

This morning share price was down by almost 7% and is trading at 52 week low. The EBIT margins had fallen down from the cliff and […]

By |July 19th, 2016|Q1 - 2017|1 Comment|

Spectrum of valuations

Few weeks back we wrote about how to value any business and what different models are available to value them (click here to read). Of course, there was no perfect answer to which model to use to value any business, but we concluded that post by showing the importance of right variables to punch […]

Wipro results 2016 & outlook for software industry in India

Most of the big IT companies had come out with their full year results and we had seen one common pattern within them, ‘big dividends payout’. Most of the big and quality businesses are already sitting on hefty cash and are keen to grab any opportunity arises from within the industry to invest. Holding […]