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Thursday, October 15, 2009

Compulink Systems Ltd and FAG Bearings India Ltd:Future growth prospects and outlook

1)Scripscan:Compulink Systems Ltd

Story:Compulink Systems is focussed on providing IP (intellectual property)-based solutions in the "Services Execution Management" space. Its products offer critical information that help service companies manage projects, processes and interaction between teams. The risks in investing in a products company such as Compulink stem from three key elements. One, on account of a longer sales cycle involved , revenues from such companies are lumpy by nature and difficult to predict.Two, for relatively small companies, building up the marketing infrastructure to achieve scale and penetrate the developed markets will remain a significant challenge.Besides, incurring high selling and marketing expenses in the initial years can leave them vulnerable to fluctuations in earnings performance.The company is likely to face intense competition from a slew of mid-size players in different fields such as business intelligence or business process management. Large enterprise vendors are also building functionality of the kind provided by Compulink in their newer line of offerings.In the light of these factors, investors will be better off tracking the performance over a longer time-frame before considering an exposure in the stock.

2)Scripscan:FAG Bearings India Ltd

Story:The company is a major player in the bearings market, with a strong presence in the ball bearings segment. Its product portfolio also includes cylindrical roller and spherical roller bearings. The company derives majority of its earnings from the ball bearings market which is highly competitive.Fag Bearings has exposure to almost all major user industries including automobile, engineering and railways. Helped by robust growth from both automobile and engineering sector, the company has posted a steady growth in earnings in recent years.Going forward, the performance of the company is likely to grow at a steady clip. The growth in automobile production and industrial output would continue to drive demand for bearings. The recent pick-up in the original equipment market would also translate into higher demand from the lucrative replacement market.The company has also been identified as a sourcing base by its parent company. This would result in higher contribution of exports.LONG-term investors may consider equity exposure in Fag Bearings at prevailing levels. The technical backing of a global major, the growth in exports and the strong fundamentals make Fag Bearings a preferred portfolio candidate from the bearings industry. The stock has appreciated by about 50 per cent the past few months.

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