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Monday, May 31, 2010

Subex Ltd:-Buy/sell/hold,growth prospects and recomendation,news and results,target price and analysis,views and outlook

Scripscan:Subex Ltd.
Code 532348

Story:Subex provides fraud management and revenue assurance solutions to global telecom players.It was one of the worst hit companies due to a slump in the telecom sector in the last eight quarters globally. The company struggled to remain afloat as its clients from the telecom sector postponed investments in new projects.Its clientlist includes Bell, Comcast, T Mobile, Telefonica, Verizon, BT, Zain, Vodafone, BSNL, Reliance Communications, and Telstra among others.Now, the worst seems to be over for the sector. Telcos are showing signs of revival, which means that the investments could get back in the sector. This augurs well for Subex.Subex’s ’07 acquisition of services fulfillment player Syndesis went awry as global telcos cut new capex postsubprime crisis. Subex took a big hit because of this since it was betting on selling the next generation deliverables of Syndesis. Given the recovery in the telecom space currently, Subex is hopeful of reviving the Syndesis business.The company is also aggressively expanding its services portfolio, which would generate recurring revenue. With the restructuring of its FCCBs and other debts, its interest costs will fall. This will support its net margin in the future quarters.At present price of 49 its quoting at less than 4 times its 1 year forward earnings.Thats quite cheap considering the valuation enjoyed by its peers.Subex is the same scrip which even couple of years back commanded a price of over 800 in the bourses.With things looking rosy coupled with promoters taking warrants at 80,things can only get better for the counter.A good buy for short to medium to long term horizion.

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