Scripscan:WWIL
cmp:9
Traded in:Nse-bse
Story:WWIL is the largest Multi system operator(MSO) in India.It offers digital cable (CAS), analog cable services in alliance with the local cable operators (LCO’s).It is present in over 40 cities of India. It operates through a set of more than 4,000 local franchisee operators. It plans to rollout in 66 cities within 3 years.WWIL is preparing to roll out Headend in the Sky (HITS) technology in the country, which would make it the first MSO in the country to do so.The roll out of Headend in the Sky (HITS) technology in the country would allow WWIL to provide high quality digital services reaching out to a pan India viewership base. HITS would be offered directly to the consumers as well as in association with the local cable operators. The company would be incurring a one-time capex of Rs 200 m for this purpose. It is also preparing to rollout its digital services and a sophisticated service network to a larger national market, which is beyond the notified CAS areas. It also plans to enter into alliances with more local cable operators. These initiatives would help the company to increase its subscriber base going forward. The potential market for MSOs is huge in India. There are expected to be 89 m homes connected to cable by 2011 (except DTH). The ARPU is expected to be Rs 470 and the operating margin is expected to be 25% translating into an industry-operating margin of Rs 125 bn. WWIL is expected to be a major beneficiary the strong momentum in this sector.At 9rs you are buying a zee group company with immense potential and stunning prospect.Need to say more?
Scripscan:Genesys International Corporation Ltd
cmp:50
Traded in:Nse-bse
Story:Genesys International is a multi-national corporation with offices in Europe, United States of America and India. It provides world-class Geospatial, Engineering and Information Technology Solutions to the Utility, Telecom, Energy, Government, Oil & Gas and PetroChemical sectors.It would be prudent to note that its the Indian partner of one of global majors in the GIS space.Genesys specializes in the generation, manipulation, management, and maintenance of data for GIS. Over 350 Geospatial resources dedicated to the geo-data conversion market.The Company continues to emphaiseze on various pioneering GIS land base projects, the world over.Increased demand from the consumer space and the infrastructure initiatives in the Asia Pacific region will lead to large demand for its services in the coming years.Navigation services is a fast growing business, and with location-based services expanding rapidly into mobile communications devices, the industry is poised for even further growth.The company is a pure play on fast growing location based services market. At CMP of Rs 50, stock is trading at less than 2.5 times FY09 expected earnings of Rs 20 per share.Genesys international is a great buy at these levels.It rewarded the shareholders with a dividend of 2rs too which adds to the moolah.Buy it to reap huge returns going forward.
Regards,
ARUN
I can be reached at:-arunanalyst@rediffmail.com
Tuesday, February 3, 2009
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