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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
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nav_1996
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Quote nav_1996 Replybullet Posted: 17/Feb/2009 at 7:19pm
Most of the defence budget increase will go to take care of pay comission implementation.
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basant
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Quote basant Replybullet Posted: 17/Feb/2009 at 11:18pm
Look at BEL and BEML as pure defence plays.
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j2eeprofessiona
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Quote j2eeprofessiona Replybullet Posted: 20/Feb/2009 at 12:20pm
We could probably include Avantel in this list...it has indian army, indian army, defence labs and ISRO as it clients...
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basant
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Quote basant Replybullet Posted: 20/Feb/2009 at 12:23pm
Any more details on this copany in anew thread would be interesting.
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vishu013
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Quote vishu013 Replybullet Posted: 20/Feb/2009 at 11:31am
Samtel - they produce displays for defense equipments, aircrafts, etc
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Quote ZeeNut Replybullet Posted: 16/Sep/2009 at 1:14pm
One stock that is catering primarily to Defence, and making waves of late, is Zen Technologies.
 
Most of their revenue over the last 2 years has come from Weapons Simulators sold to the India Army & Security Forces.
 
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hit2710
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Quote hit2710 Replybullet Posted: 16/Sep/2009 at 1:33pm
Originally posted by j2eeprofessiona

We could probably include Avantel in this list...it has indian army, indian army, defence labs and ISRO as it clients...


Avantel did a buy back recently. The results are quite lumpy quarter to quarter. Promoter holding is a bit low.

They are into software related to defence sector and some telecom business as well.
Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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Vrishali
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Quote Vrishali Replybullet Posted: 25/Jan/2010 at 8:39am
ZEN Technologies has reported a LOSS for Q3 of 2010.
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