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Posted: 13/Jan/2007 at 10:32pm
Never saw Honeywell in detail but in Honeywell's case the percentage of sales coming from this segment is not as significant as Zicom.
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Posted: 21/Jan/2007 at 12:43pm
It is also because of increased advertisement spends.
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Posted: 23/Jan/2007 at 11:00pm
Yes. I would infact add that increased ad spend/retail outlet capex spend is the very reason to buy this stock...
Me think that Zicom is a very good way to participate in increased expansion of Indian Tech/Service Sector companies, Malls etc. Every IT Company Facility starts with a Electronic Access System right?
The only concern i would have is for any competitor. That is the one we need to watch. AFA I know, Zicom is the market leader in Ind.
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Posted: 23/Jan/2007 at 8:35am
I think management bandwidth matters also there is acompany called Micro Tek in the same business if someone knows Vallab Bhanshalli had a stake there. He sold a few last month in block deal but he would still very much be invested in MicroTek.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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