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Wednesday, October 19, 2011

Infinite Computer Solutions India Ltd:-Buy/sell/growth prospects and recommendation,news and results,target price and analysis outlook,multibagger

Scripscan:Infinite Computer Solutions India Ltd
BSE code:533154
cmp:100

Story:Infinite Computer Solutions has been a disaster since its listing.This stock has been ignored by the markets and would be ignored for another six months time span. What I like about this stock is it is a subsidiary holding into Comnet International, USA. I like this particular story because it is a clear cut synergy between the parent company and Comnet International, USA.If I try to value Comnet International, on a longer-term horizon, the company can easily grow 50-60%. They are pioneers in the transmission, switching and operational support system. We feel there is a lot of potential for telecom as a space. These kinds of peripheries will hog the limelight and this is one asset that this company owns. If I look into the recent recommendations of my peer set, they have been very aggressive into the stock with Rs 200-250 level from a two-totwo-and-half year perspective.I am taking a simple example of pioneer investments taking an investment call into any stock. I do not deny that with the market falling, this stock would also be falling because the promoters have not been in the limelight. This is a relatively new company but if I see two-years down the line, the company on a consolidated basis would be doing close to Rs 100 crore of bottomline.Currently, the stock is trading around Rs 400 crore odd marketcap that roughly translates into a PE of less than 4 times. Even if I see Comnet growing at 40-45% CAGR for the next three-four years and if they bring the synergy into India the potential growth could be even close to 70-80%.The stock has to be accumulated on every dip with a longer-term horizon because Comnet is a gem of an investment from the company’s perspective and the SEZ projects that the company has gone in for, the capacity expansion for the IT space, we feel the stock can easily get CAGR.If I recall 2007 Zylog Systems got listed and battered down to Rs 70 odd levels but look at where Zylog stock is as it has again bounced back.Similar kind of stories can be repeated in the midcap IT space.

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