Friday, October 26, 2007

Teledata Informatics - A great Opportunity to Buy

Teledata Informatics is a mysterious stock which is grossly undervalued and gives a chance for all investors to get great returns from current levels.

Teledata is going to be demerged into three entities .
1. Teledata Informatics
2.Teledata Marine Solutions Ltd
3. Teledata Technology Solutions Ltd

For 100 shares of Teledata Informatics, each share holder wil get 100 shares of Teledata Informatics ( Face value 2 Rs) , 50 shares of Teledata Marine Solutions (Face value 2 Rs) and 50 Shares of Teledata Technology Solutions (Face value 2 Rs).

Teledata has got approval for demerger and even the record date for demerger is fixed. 16th November is the Ex-date for this. All those who buy shares of Teledata upto 15th November will be eligible to get the shares of Teledata informatics Ltd carrying a face value of Rs.2 against its original face value and that of Teledata Marine Solutions Ltd and Teledata Technology Solutions Ltd.

Teledata is currently hovering around 65 Rs and operators are trying to suppress the price and grab more shares.

After Demerger Teledata Info EPS will be 21 and even PE of 3 will give Value of 63 for Teledata

and Teledata Marine Solutions EPS will be 16 and PE of 3 will give 48 Rs value in this and TTS EPS will be around 8 and PE Of 3 will give value of 24 Rs.

I am just assuming safe PE of 3 which is the minimum kind of thing and so combined value for 100 shares of Teledata will be 6300 + 2400 + 1200 = 9900 Rs.

There will be minimum returns of 50% on investment of 6500 Rs. This returns will be in 3 Months approx after the listing of the demerged entities.

Hold this stock for 2 years and you could see atleast 10 times returns.

15 comments:

Anonymous said...

Hi srikanth

u r great , thanks for all the wonderful work u do.

great going.

vivek said...

i hv bought some shares of reliance comm. at avg price of 760 and hexaware tech at 115. But hexaware share has been hovering around 110-120 for quite some time. What do think of this share and also should i hold reliance comm for some time?

Neo said...

what abt the religare IPO?
can u mail me at viralinc@yahoo.com.

you are doing a wonderfull job

Veera said...

Dear Sir,

Your suggestion on Teledata is good. Can I buy now for double the amount up to March 2008. Please give suggestion.

Naresh said...

Hi Srikanth,

Thanks for your great comments on Teledata Informatics.
I have a question here for you,
it is about face value of the stock, currently it is Rs.10 but if it is demerged it's face value will be 2.
So do small investor will get benefit from it.

Thanks and Regards

Anonymous said...

i have a query...

Current EPS of teledata = 21 with face value = 10

After demerger face value of teledata would become 2 so wont the eps become 4 ?

redpassion said...

hi srikant

there is no denying in the fact that you honest & fair analysis is helping a lot of small retail investors like me!

I have 6000shares of teledat @ Rs 67.50/share. I want to hold them till december 2008. What do you think its value should be atleast on minimum side?
regards
neeraj

Anonymous said...

Hi Sri

currently the price for the share is Rs.10 but if it is demerged it's face value will be 2 then how it will benifit pls reply me to my mail id kbsnsaru@gmail.com

thanks and regards
Saravanan. K. B.

Smart Bizy said...

Dear Srikanth,

Thanks for your services and guidance.

Please guide me on the following.

For participate in IPOs, I would like to open an DMAt account. I have selected Religare and Reliance Money. Can u guide me which one will be suitable for my usage. I dont want to trade much from this account.

Awaiting your valued advice. You can send me mail directly at smart.bizy@yahoo.co.in or imnirajs@gmail.com

Please do respond.

Regards,

Niraj

Anonymous said...

currently this share is Rs.10 but if it is demerged it's face value will be 2 then how it will give benefit to us

pls reply me to my mail kbsnsaru@gmail.com or how can i watch the reply in this blogg

Thanks and Regards

K. B. Saravanan

Naresh said...

Hi Srikanth,

Hope you are doing fine
I am still confused with your calculation.
If face value of the share decrease then share value decreases and we get extra number of shares.(My assumption is that)
Then we do not have any point in getting benefit from it.
You have mentioned investors will get 100 shares of teledata for investment in 100 shares( is that calculation misinterpreted)
even you have assumed @63/-
other 2 shares of teledata when will it be listed in the market.
Please help me in getting cleared because i have teledata@67/- and I do not have confidence in it.
Please suggest me since i have large number of shares.
Please respond to it
or you can mail me at nareshece22@gmail.com

Br
Naresh

redpassion said...

hi sir

I have been religiously following your notes here!!!

I wanna ask you one question seriously!

recently, on my various friend's advice & reading few articles, I have purchased TELEDATA INFORMATICS , 6000 nos @Rs 67.50. they are now declaring dividend also on nov 5th & its getting demerged into three different companies (rec date : nov 16th).

What is your personal opinion on this?

My target is, the combined value of present 6000 shares (after its demerging) should reach Rs 238 by dec-08.

Do you think it can go up that level by dec-08???

Abhishek Prakash said...

What would you say about dubious record of Teledata Management?

Anonymous said...

The salient features of the scheme of Arrangement of Teledata Informatics Ltd are

Promotors Holdings to increase to 25.2% from current 14.3 % due to

A) Promotors are to be alloted 2,50,00,000 shares of FV Rs. 2 at Rs.3.2 including Premium of Rs. 1.2

Major Sharholding pattern pre and post demerger is as follows
Pre -------Post
Promotors 14.3 25.2
FII 19.1 16.6
Body Corporate 13.2 11.5
GDR 7.2 6.3
NRI 1.8 1.6
GT 1Lk Public 15.1 13.2
LT 1Lk Public 29.4 25.6

Promotors shall hold 50.18% in Teledata Marine Solutions and the major share holding pattern shall be

Promotors 50.18
FII 11.09
Body Corporate 7.66
GDR 4.18
NRI 1.04
GT 1Lk Public 8.77
LT 1Lk Public 17.09

Of which Teledata Informatics holding shall be 8.35% and that of Sirus Shipping 41.83%

Promotors shall hold 49.59% in Teledata Technology Solution and major share holding pattern shall be

Promotors 49.59
FII 11.22
Body Corporate 7.76
GDR 4.24
NRI 1.05
GT 1Lk Public 8.87
LT 1Lk Public 17.29

Teledata Informatics shall be holding 49.59% of the promoters holding directly

Anonymous said...

The salient features of the scheme of Arrangement of Teledata Informatics Ltd are

Promotors Holdings to increase to 25.2% from current 14.3 % due to

A) Promotors are to be alloted 2,50,00,000 shares of FV Rs. 2 at Rs.3.2 including Premium of Rs. 1.2

Major Sharholding pattern pre and post demerger is as follows
Pre -------Post
Promotors 14.3 25.2
FII 19.1 16.6
Body Corporate 13.2 11.5
GDR 7.2 6.3
NRI 1.8 1.6
GT 1Lk Public 15.1 13.2
LT 1Lk Public 29.4 25.6

Promotors shall hold 50.18% in Teledata Marine Solutions and the major share holding pattern shall be

Promotors 50.18
FII 11.09
Body Corporate 7.66
GDR 4.18
NRI 1.04
GT 1Lk Public 8.77
LT 1Lk Public 17.09

Of which Teledata Informatics holding shall be 8.35% and that of Sirus Shipping 41.83%

Promotors shall hold 49.59% in Teledata Technology Solution and major share holding pattern shall be

Promotors 49.59
FII 11.22
Body Corporate 7.76
GDR 4.24
NRI 1.05
GT 1Lk Public 8.87
LT 1Lk Public 17.29

Teledata Informatics shall be holding 49.59% of the promoters holding directly