Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Sector talk
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
Message Icon Topic: Opportunities from growing Security needs Post Reply Post New Topic
Author Message
India_Bull
Senior Member
Senior Member
Avatar

Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
Quote India_Bull Replybullet Topic: Opportunities from growing Security needs
    Posted: 08/Oct/2006 at 1:08pm
Hi Basantji,
 
Could you pls move this post to the relevant topic..
 
I think the security threats to our nation and the threats of viruses are going to be big areas of opportunities.
 
Do you have any ideas or explored about the companies who can take up this challenge and scale up as this is a huge opportunity as I hope and would like to see every indian home/office /public place  is wired in next 15 yrs. Can Zicom become big in this area?
 
Any views
India_Bull forever Bull !
www.kapilcomedynights.com
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 08/Oct/2006 at 1:26pm
I think that except for Zicom ELectronics there is no other pure play available. This company shoukld do well. Incidentally this stock should  go up when ever there is a terrorist attack.

Edited by basant - 08/Oct/2006 at 1:29pm
'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
IP IP Logged
s_praharaj
Senior Member
Senior Member
Avatar

Joined: 10/Sep/2006
Location: India
Online Status: Offline
Posts: 357
Quote s_praharaj Replybullet Posted: 08/Oct/2006 at 5:57pm
There is another company subex Azure which is into the security solutions and doing well. There are so many research firms recommending this stock. I also read an article sometimes back the company's security product has a global acceptance and a good market. The company sells the software and earns AMC also.
 
If anybody is having details can analyse, as the security will be a greatplay in the future.
Shashi Praharaj
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 08/Oct/2006 at 6:07pm
I had briefly looked at it this sometime back and this makes security systems for the telecom sector  if I can recollect well.I wanted to discuss this earlier but the stock has run up a bit.Great Business model
'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
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 08/Oct/2006 at 6:28pm
Being Sunday I thought most of you could have fun reading this.What stocks could we buy if this happens. It talks about Iran and Iraq invading Europe and using missiles on Rome, using Nuclear weapons against the US etc.
 
 
Yesterday Zee news had a full 30 minute story of how Osama "Uncle" has transferred Nuclear weapons into US through Mexico and how in an interview to Hamid Mir the AL Qaida had said about the possibility of using these weapons on New York.
 
Now I tried to think that if Osama "Uncle" were to use these weapons why would be caution the US before hand. I tried to search on this and found that the Quaran says that the enemy needs to be warned before it is attacked so Uncle is doing what the Holy Quaran wants him to do.
 
Broadly I thought that it was stupid on Zee news's part to show such idiotic things on Tv to gain TRP points. I am not concerned with whether this would happen or not - that only time will tell but what matters is the kind of fear that AL Qaida could put into the minds of people across the globe and that is what they wanted probably.
 
 


Edited by basant - 08/Oct/2006 at 8:59pm
'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
IP IP Logged
kulman
Senior Member
Senior Member
Avatar

Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
Quote kulman Replybullet Posted: 02/Oct/2007 at 8:12pm
Fear might give sleepless nights to some but it also provides great business opportunity for some as rising security concerns come as boon for the makers of security equipments, such as CCTV, Acces Control Devices , Scanner, movement sensors and intruder alarm.
  
"Mere deployment of security guard is not enough as anti burglars are adopting newer techniques, it led to rethinking of the security requirement of the customers," says, D E Byramjee, Vice President, Security Equipment Division, Godrej.
   
With globalisation, India is fast becoming a big market of security equipment as according to the experts, the total spending on security equipment in India is around Rs 2000 crore per annum and is growing at the rate of 30 per cent per annum.
  
Experts divide industry into three broad segments namely traditional equipment such as locks,steel fabricated doors, then premise security equipment such as CCTV, numerically locked doors fitted with cameras and other movement sensor equipments and lastly the hi-end electronic equipments such sensor of every kind, restricted access control and scanners of different kinds.
 
"Now instead of only equipment customers are demanding the complete security solutions and this means a complete network of equipment connected to each other," he says.

However, the boom in the market is driven by the demands from the commercial establishments, as now vital installations in the country are rethinking on their needs and moreover there is also a big diversification in the requirements.

---------------------------------
 
SmartCat....you don't need to spend on those fancy gadgets. You know whom to call whenever you need a security guard-cum-SUV driver.
 
 
Life can only be understood backwards—but it must be lived forwards
IP IP Logged
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.094 seconds.
Bookmark this Page