Monday, April 23, 2007

media stocks

Stocks in Media
This is one sector that is upcoming and on the roll. It is in the
initial stages of its movement. There is tremendous potential and room
for growth here. Mainly i am talking about companies creating and
distributing content for television, radio and films here.
According to FICCI-pricewaterhouse coopers report "frames 2007" Indian
Television industry is estimated to grow at a compound annual rate of
22 percent over the next five years. This translates into three fold
growth from the current Rs.19000 crore to Rs. 52000 crore
Along with this T.V. subscriber base and ad revenue is also slated to
grow arond 25 and 15 percent respectively.
Some of the players creating content and broadcasting are Balaji
Telefilms, UTV, BAG films, midi tech, cine vista. Now the idea is to
pick up the winners in this segment and my personal bets are Balaji
Telefilms and BAG Films.
Balaji has established itself as a leader in providing content to all
major broadcasters in Hindi. It provides content not only to Hindi but
also to Kannada and Tamil channels as well.
Bag Films is on the move and one stock that can really give fantastic returns. This company is into creating TV serials and also has license for FM broadcasting for about 10 stations. India bulls founder Sameer Gehlot has a stake in the company. As per SEBI guidelines he has made the compulsory follow up open offer (mandatory for anyone who acquires 20% stake in a company). Since he does not want to acquire the company he has made the open offer at a much lower price than the prevailing market price.
This stock is an unfolding story and looks like the place to be in for the next couple of years

indian stock picks

This is the place for those people who like to invest in Indian stocks for short (1-2 months) medium ( one year)and long term. Stock ideas are given here after certain amount of research and followed up by me. Stock queries and their follow up from you is welcome and desirable.
Indian stock market is the place to be in these days and times for those who want to make money as the economy of the country is on the roll. This is the place to get together to identify and select sectors and companies which have bright future. More than that this is the place to be to stock pick before the rest of the market grasps the idea and takes the price of the stock through the roof. Most ideas in news and periodicals are thrown up after the idea has unfolded and the price already risen for retail/small investors to get in. The focus here is to identify ( with sound logic and information) stocks to make some profit.
If you really want a safe heaven for your investments then Fixed deposits in the banks are the place for you. Stock market investments are risky but at the same time there in no place where one can make as much profit. For anyone who has some sense of adventure and seeks a little gaming thrill with a fantastic opportunity to make money this is the place to be.
Small guys ( read retail investors) usually end up burning their hard earned money in the stock market. Two primary reasons for that are 1. They enter/buy the stock too late when its price has already shot up. 2. They never sell when the price has risen a bit and also keep clinging to the stock when it slides down. In other words they are governed by greed and fear like most of mortal beings in the stock market.
So keep track and you will find some bright ideas in this blog in times to come. Also check out the link at Stockinvest.in and indian-stock-picks-subscribe@yahoogroups.co.in