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Cashless way - beneficiaries

Discussion in 'Fundamental Analysis' started by caringvij, Dec 8, 2016.

  1. caringvij

    caringvij Active Member

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    In cashless society which among the following stocks are good for investing
    1. Tanla
    2.TVS electronics
    3 hcl info system
    4 nucleus software
    5 rs software
    6 quick heal
    7. Vakrangee
    8aurion prosolns

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    caringvij, Dec 8, 2016
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  2. raja_praveen

    raja_praveen Champion

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    Occupation:
    CHARTS READING
    TANLA AND
    RS SOFTWARE
    ARE GOOD BETS
     
    raja_praveen, Dec 8, 2016
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  3. akashgupt81

    akashgupt81 Active Member

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    akashgupt81, Dec 8, 2016
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  4. shabbir

    shabbir Administrator Staff Member

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    Let me share views on each of those stocks in brief:
    • Tanla - Very low promoter holding of 30% at such a low valuations and under book value price.
    • TVS electronics - Considerable debt with under 2% operating profit margins.
    • hcl info system - 4 years of loss making is not acceptable to me at any price.
    • nucleus software - 2008 to 2013 flat sales, 2014 to 2016 again flat sales. Has come up with good offline payment solutions but I doubt the marketing capacity of the company.
    • rs software - Very low operating profit margin in 2016 due to dip in sales. Could be because of losing Visa as a client. Would like to see this company doing well before they can have my money. BTW I have worked in RS Software
    • quick heal - I am not sure why this is a beneficiary of digital payment. We had a boom in use of smartphones, and not sure digital payment will add lot more smartphones.
    • Vakrangee - Can actually benefit as they focus on rural India and retail sales.
    • aurion prosolns - On their website I could not find any NBFC or bank who are their customers using their banking related products.
     
    shabbir, Dec 9, 2016
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  5. shreeux

    shreeux Member

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    Under which one is good for accumulation?
     
    shreeux, Dec 9, 2016
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  6. shreeux

    shreeux Member

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    ALL TALKING ABOUT DIGITIZATION

    Your view on AKSH OPTIFIBER ?
     
    shreeux, Dec 9, 2016
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  7. shabbir

    shabbir Administrator Staff Member

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    Nothing very convincing for me and only slightly Vakrangee. I would prefer to go with India growth story than cashless benefit stock stories.

    Don't see any direct benefits coming from cashless but telecom as a sector has seen best of its days from 2000 to 2010 and everything for the company is in the price and has worked out in the past.
     
    shabbir, Dec 9, 2016
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  8. nirajshah

    nirajshah Champion

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    Thanks for sharing and what about INFY which has Finacle for banking system.

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    nirajshah, Dec 9, 2016
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  9. shabbir

    shabbir Administrator Staff Member

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    Yes they are a good beneficiary actually.
     
    shabbir, Dec 9, 2016
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  10. bhat64

    bhat64 Apprentice

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    I would see this as a greater push to e-governance than cashless. Lots of government back end systems and processes will need upgradation. Front end will need enhancements. My vote is for ABM knowledgeware if I have to pick one right now


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    bhat64, Dec 9, 2016
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  11. bhat64

    bhat64 Apprentice

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    Arrow green tech may be a beneficiary too. The investor presentation talks about supplying special paper for currency notes and also paper security using technology. Even otherwise Of the special paper business it's in am bullish on this stocks fundamentals and niche products space it operates in.


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    bhat64, Dec 12, 2016
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  12. bhat64

    bhat64 Apprentice

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    The chart( I just started learning technicals) looks good with a volume rush last week. Break out on cards may be?


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    bhat64, Dec 12, 2016
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  13. akashgupt81

    akashgupt81 Active Member

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    akashgupt81, Dec 12, 2016
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  14. shabbir

    shabbir Administrator Staff Member

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    Welcome to the world of technical analysis.
     
    shabbir, Dec 12, 2016
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  15. akashgupt81

    akashgupt81 Active Member

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    To understand Vakrangee business model
    https://forum.valuepickr.com/t/vakrangee/216/28

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    akashgupt81, Dec 12, 2016
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  16. shabbir

    shabbir Administrator Staff Member

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    shabbir, Dec 13, 2016
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