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deepinsight
Senior Member
Joined: 18/Sep/2006
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Posts: 980
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   Posted: 10/Aug/2007 at 6:44pm |
Dont have a good enough view on the space but business standard came out with a article on the space highlighting a company called ICSA
| Innovative products and geographical diversification will allow ICSA India to expand its footprint globally. |
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| It is well known that the Indian power sector has been experiencing shortages perennially. The peak power shortage amounts to about 13 per cent, while the total energy shortage is about 8 per cent for the entire country. |
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| The story turns gloomier as the power transmission and distribution companies grapple with incessant power thefts across the country. Transmission and distribution losses to state electricity boards (SEBs) and distribution companies amount to almost 35-40 per cent of their total distributed power. |
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| The few power ancillaries from the industry have been trying to come up with innovative solutions to tackle power-thefts, and have achieved some success. ICSA India is one such power ancillary, which has its roots in making devices to monitor power supply at various points of its distribution, is now adding more products and solutions using information technology. |
| | continued at the link above.
source business standard
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"Investing is simple, but not easy." - Warren Buffet
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us121
Senior Member
Joined: 03/Dec/2006
Online Status: Offline
Posts: 442
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Posted: 10/Aug/2007 at 11:31am |
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This business is like fraud managememt on telecom where company like Subex Azure is prospering.
The expense is a small part of perceived big benefit.
However, the threat is the technical edge.
It is highly intelectual strength based business and having great margings there will be many me too not only from india but from the world.
the strength lies in constantly being one step ahead from all like subex did by acquisitions etc.
i had this stock on radar since it was around 500/600 Rupees. but could not make up the mind.
it is certainly high risk high growth industry like exploration/ fraud management etc.
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ABILITY will get u at d top. CHARACTER will retain u at d top
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deepinsight
Senior Member
Joined: 18/Sep/2006
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Posts: 980
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Posted: 11/Aug/2007 at 2:40pm |
a) Technological edge: They seem to suggest many patents, orders and now movement in adjoining sectors like like oil and water management. Would it not take competitors time to develop, implement and execute?
b) Would getting money out of these govt entities be a problem?
c) Is there any view on the management?
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"Investing is simple, but not easy." - Warren Buffet
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us121
Senior Member
Joined: 03/Dec/2006
Online Status: Offline
Posts: 442
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Posted: 11/Aug/2007 at 1:36am |
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really speaking i do not have much idea about this company and management in particular.
mine were general thought about this space.
as such, due to not having specific knowledge about the company and general risk of the space in which they are, i avoided entering in.
i do not see a big issue in getting money from SEBs. Yes generally they are delayed, but time is changing and they are also improving
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ABILITY will get u at d top. CHARACTER will retain u at d top
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kumarrvq
Senior Member
Joined: 02/Aug/2007
Location: India
Online Status: Offline
Posts: 126
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Posted: 11/Aug/2007 at 2:29am |
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ICSA is a great company in making, they work on the GSM based technology for oil and electricity leakage. They have monopoly and patent outstanding. Promoter of this company is dynamic.
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Thanks & Regards,
Harry
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rajesh29
Newbie
Joined: 28/Sep/2007
Location: India
Online Status: Offline
Posts: 2
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Posted: 28/Sep/2007 at 9:35pm |
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To all THE EQUITYDESK MEMBERS,
I am a silent watcher of this forum for a long time and this is my first post. thank you for all your effort .I am not a good at FA so excuse me for not posting.
kindly go through the link and Please give your opinions & analysis
http://www.moneycontrol.com/india/messageboardblog/20/56/message_thread/1928025/2237457#m2237457
Thank you
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 01/Oct/2007 at 10:03pm |
Some good news for BHEL?
CMEC had outbid BHEL for setting up a 600 MW power project in coal-rich Korba district with the lowest bid of Rs 3.61 crore per MW.
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Life can only be understood backwards—but it must be lived forwards
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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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Posted: 02/Oct/2007 at 12:36pm |
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Power stocks has been on an flying like an rocket...No wonder Reliance Diversified Power Fund has given the highest returns in one year...even outperforming JM Basic Fund....Lage raho Sunil Uncle !
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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