Holiday greetings to all!
The greeting says it all for my stock recommendations for this time of the year. Its the time when hospitality and travel industry gets the maximum earning if they are rightly positioned. Some of the stocks that I would suggest are: Mahindra Holidays, India Hotels, Kingfisher and SpiceJet airlines. Good service, facilities, margin will help these stocks move up by end of Jan when the results of these companies will be out
Happy Investing! Wishing you happy new year
Sunday, December 19, 2010
Friday, October 15, 2010
Endhiran has collected a never-before Rs 200 crore
Endhiran/ Robot has had a net collection of Rs 200-225 crore worldwide since its release on October 1, which is nearly double of Dabangg and is still going strong. It collected Rs. 150 crore with an approximate Rs 50 crore in other South centres while the dubbed version has made Rs 15 crore in India
- Arun
- Arun
Saturday, October 9, 2010
Endhiran Box Office Collection
In the opening weekend, all the three versions of Robot have together collected 95 Crore rupees (21 million dollars), the highest-ever in India...
In UK, Endhiran earned a sum of GBP 295,148 (2,07,92,772 Cr INR) with a per screen collections of GBP 9,838 and thus making it the number 1 movie of the weekend in the UK.
So Rajini Fans we are all set to break multiple records.
- Arun
In UK, Endhiran earned a sum of GBP 295,148 (2,07,92,772 Cr INR) with a per screen collections of GBP 9,838 and thus making it the number 1 movie of the weekend in the UK.
So Rajini Fans we are all set to break multiple records.
- Arun
Sunday, October 3, 2010
SUN Stock to Be Watched... Endhiran Conservative Estimate
I was wondering on how much Endhiran can make at the end of one week. Can it beat India's highest grosser movies like 3 Idiots or Gajini (Hindi).
Just did a quick math and I was shocked with the numbers that came up:
Its a conservative estimate:
2000 Theaters (across the globe) x 5 shows (avg, I know there are 45 shows a day at Mayajaal) x 200 Seats (this could be as high as 2000 in some multiplex) x 10 (Oct 1 to Oct 10, I am including 2 week ends as the craze will be high) x Rs 150 (very very conservative here) = Rs 300,00,00,000 (most conservative number that I can arrive at) - For people who are weak with Zeros its 3oo Cr in 10 days, which is the "Lowest That this movie can make in 10 days". I am sure to hear three this number from the Management in few days.
One more perpective to this is: 2000 x 5 x 200 x 10 = 2 Cr, again a conservative number. This shows the number of people watching the movie in theater. Compare this with overall Population of TamilNadu, which is 7 Cr. I know the audience that I am talking about are not just the people who are in TamilNadu now but I still thought its worth comparing.
With overseas evenues, music sales, satelite rights etc... the movie can surely cross Rs 600 Cr or more. If so I think "SUN TV" stock needs to be tracked closely. SUN will double its revenue Y-o-Y just on this movie. I think they will make for all the poor performances of their other movies with Vijay and Nakul that Sun pictures had.
Just did a quick math and I was shocked with the numbers that came up:
Its a conservative estimate:
2000 Theaters (across the globe) x 5 shows (avg, I know there are 45 shows a day at Mayajaal) x 200 Seats (this could be as high as 2000 in some multiplex) x 10 (Oct 1 to Oct 10, I am including 2 week ends as the craze will be high) x Rs 150 (very very conservative here) = Rs 300,00,00,000 (most conservative number that I can arrive at) - For people who are weak with Zeros its 3oo Cr in 10 days, which is the "Lowest That this movie can make in 10 days". I am sure to hear three this number from the Management in few days.
One more perpective to this is: 2000 x 5 x 200 x 10 = 2 Cr, again a conservative number. This shows the number of people watching the movie in theater. Compare this with overall Population of TamilNadu, which is 7 Cr. I know the audience that I am talking about are not just the people who are in TamilNadu now but I still thought its worth comparing.
With overseas evenues, music sales, satelite rights etc... the movie can surely cross Rs 600 Cr or more. If so I think "SUN TV" stock needs to be tracked closely. SUN will double its revenue Y-o-Y just on this movie. I think they will make for all the poor performances of their other movies with Vijay and Nakul that Sun pictures had.
Saturday, October 2, 2010
Buying Mobile in India....Micromax.. Next Nokia
When I decided to look into some of the options to buy a mobile for myself, I had lots of options that were confusing me with the influx of players like Micromax, Intex, i-mate, Lava, Karbonn, Ray, Videocon, etc. all competing on lower price points, apart from the usuals Nokia, Samsung etc. I am not considering Sony and LG here as I think they have lost out to Indian players over the last few years. Thought there were som many of them I felt Micromax as an exception that seem to have started on the road to a predefined product and market strategy.
During the search for the Micromax product review, I wanted to dig deep to understand what has been happening to the market shares of the leading players in the market. Here are few interesting facts:
- Nokia's market share is now down to 50% from its earlier share of close to 57% in 2008
- LG's Mobile Division (Electronics) CEO has resigned as he has not been able to increase mobile phones market share. The share in India for LG is now as low as 4%
- Most interestingly Micromax now has 10% market share. The search showed this and I wish its true.
I never expected that Micromax could be our Answer to Blackberry. I infact want to try Micromax now to understand the performance difference between Blackberry and Micromax. I was never very happy with BlackBerry Perl which I currently have, except for some attitude that I get to show ;)
They have mobiles for all segments and soon they will make it a habit for Indian Consumers to have dual sim in their mobile. An emerging player has brought in multiple features that a Blackberry and Sony (Business and Multimedia features) combination will have at a price which is one third the price of these products.
Infact there is no compromise on the look and feel of the product. I liked the portfolio in their site http://www.micromaxinfo.com/. Good mix for an emerging player from simple mobiles to very high-end ones and I dont see any of these products priced more that Rs 15000.
But, is it sustainable? Nokia 1100, created a revolution in India and the product stood to the expectations of the people as Consumers were happy to use the product for nearly 3 to 5 years. Can Micromax meet the expectations of Indian Consumers? Will they be able to innovate with new products every year?
I am waiting to see this... All the best Micromax
Saturday, August 7, 2010
10 Movies in 3 weeks...
I have not got into blogging after I had moved to Chennai. I have taken lots of time out for movies after moving to Chennai. Last 3 weeks, I got chance to watch few interesting movies starting with:
1. Ravana - Not an extra ordinary story line as expected. But I liked Vikram, Aish and Prithviraj's acting. I don't want to write any reviews here. All said and done, Mani Ratnam was able to capture some of the beautiful places in Kerala in his camera. Excellent Camera work and to a certain extent decent screen play.
2. Kalavaani: Beautiful movie. It was a laughing riot. The whole theatre was laughing along with me. If you have problem with your boss, just bunk office and watch this movie. Its kind of a real stress buster. All the actors did their job really well. I have not seen many movies of this genre in Tamil. Good to see that Directors are going out to experiment in new hero and taking not so trendy movies. A must watch for any one who loves to spend 3 hours just to laugh :)
3. Thilalangadi: Not worth watching. I had watched the Telugu version "Kick" few months back. Never liked the story. I was not aware of the remake. I should have guessed this, after all its Jeyam Ravi (Remake Hero). He had showed his acting prowess in Peranmai. Again he has gone out of his mind by taking a Telugu movie and taking up roles which doesn't fit him at all.
4. Madhrasapattanam: I liked this movie very much. You can read the review in Deepak's blog - http://deepakvenkat.com. Its a must watch movie. Plus in the movie are: Arya, Screen play and Back ground score.
5. Catch me if you can: After a long time, I got to see this movie. You can watch it any number of times.
6. Usual suspects: Kaiser Soze is a cult name. Bests of Kevin Spacey. I am watching for 5th time.
7. Little Miss Sunshine: Again a laughter riot. A good time pass movie
8. After sunrise: A good romantic movie. Not seen these kind of movies in India. Just wondering if Indian audience will ever appreciate a movie where there are max 4 artists and 2 ppl talking for nearly 90 min. I never felt bored with the dialogue. Many of us might have experienced this while travelling in train wherein we come across a person with whom we talk throughout the journey. I loved it. This made me watch "After sunset".
9. After sunset: Can you believe it!!! The director did it again. This is a sequence of "After Sunrise". You will see same actors talking for 90 min.
10. Pay it forward:Though you have Kevin Spacey in the movie. Its the wonder boy from Sixth Sense who will impress you the most. Haley is amazing. Its a lesson for all of us to make our World an ideal place to leave. Pls do watch the movie and if given a chance do follow the lessons learnt :)
Have been visiting AGS cinema hall in Villivakkam too often. Happy that someone has decided to open a good theatre in this part of Chennai. Looking for forward to watch lots of new english movies expecially Inception (its not matching with my timings ), couple of Hindi and 3D movies.
1. Ravana - Not an extra ordinary story line as expected. But I liked Vikram, Aish and Prithviraj's acting. I don't want to write any reviews here. All said and done, Mani Ratnam was able to capture some of the beautiful places in Kerala in his camera. Excellent Camera work and to a certain extent decent screen play.
2. Kalavaani: Beautiful movie. It was a laughing riot. The whole theatre was laughing along with me. If you have problem with your boss, just bunk office and watch this movie. Its kind of a real stress buster. All the actors did their job really well. I have not seen many movies of this genre in Tamil. Good to see that Directors are going out to experiment in new hero and taking not so trendy movies. A must watch for any one who loves to spend 3 hours just to laugh :)
3. Thilalangadi: Not worth watching. I had watched the Telugu version "Kick" few months back. Never liked the story. I was not aware of the remake. I should have guessed this, after all its Jeyam Ravi (Remake Hero). He had showed his acting prowess in Peranmai. Again he has gone out of his mind by taking a Telugu movie and taking up roles which doesn't fit him at all.
4. Madhrasapattanam: I liked this movie very much. You can read the review in Deepak's blog - http://deepakvenkat.com. Its a must watch movie. Plus in the movie are: Arya, Screen play and Back ground score.
5. Catch me if you can: After a long time, I got to see this movie. You can watch it any number of times.
6. Usual suspects: Kaiser Soze is a cult name. Bests of Kevin Spacey. I am watching for 5th time.
7. Little Miss Sunshine: Again a laughter riot. A good time pass movie
8. After sunrise: A good romantic movie. Not seen these kind of movies in India. Just wondering if Indian audience will ever appreciate a movie where there are max 4 artists and 2 ppl talking for nearly 90 min. I never felt bored with the dialogue. Many of us might have experienced this while travelling in train wherein we come across a person with whom we talk throughout the journey. I loved it. This made me watch "After sunset".
9. After sunset: Can you believe it!!! The director did it again. This is a sequence of "After Sunrise". You will see same actors talking for 90 min.
10. Pay it forward:Though you have Kevin Spacey in the movie. Its the wonder boy from Sixth Sense who will impress you the most. Haley is amazing. Its a lesson for all of us to make our World an ideal place to leave. Pls do watch the movie and if given a chance do follow the lessons learnt :)
Have been visiting AGS cinema hall in Villivakkam too often. Happy that someone has decided to open a good theatre in this part of Chennai. Looking for forward to watch lots of new english movies expecially Inception (its not matching with my timings ), couple of Hindi and 3D movies.
Monday, March 22, 2010
Trip to Goa... Errr... Ooty Err... Coorg
I reached heights of excellent planning this time.
Feb 10th - we decided to go to Goa during Ugadi week end. It was just 5 of us, few friends from Noesis and their friends.
March 5th - I had to cancel the tickets as there were some personal work for some of them and some had to complete their project delivery
March 10th - 9 of my friends decide to go to Ooty on 14-15 and 16 of March. We had booked our tempo traveller for all 10 of us. The team had me (Arun), Keerthi, Srini, Abi, Amitesh, Chengal, Manoj, Nandu, Sunil and Avinash. Nandu was made the chief accountant.
March 13th (Evening 8 PM) - We thought of buying 8PM for our trip but finally decided to take up Royal Challengers, giving tributes the IPL team which most of us were supporting apart from Chennai super kings which is my favorite. We had couple of beer as well.
March 13th (11 PM) - All 10 of us were there in my room. We were supposed to start our journey at 3 AM on March 14th.
March 14th (3 AM) - We all started in the tempo traveller from my house. Our plan was to go to Bandipur -> Pykaara -> Ooty -> Conoor and come back on 16th afternoon.
March 14th (8:00 AM) - Nature call :).. We decided to stop as few of them were feeling uneasy...
We were just 20 min away from Bandipur. We reached Bandipur at around 8
:45 and took our tickets 
for the safari (so called...)
The photos will speak more than words...
Yeah ... they were just few monkeys, deer and elephant that we could see...
Then we started our journey to Ooty. Throughout we saw lots of elephants, mostly the tamed ones. Things were all going on well until we reached Gudalur. We decided to have our breakfast at the checkpost. The inspector was checking our papers and they found that the permit/ some damn stuff was getting expired in 2 days and hence we will not be allowed to go into Tamilnadu. We did not have any other option but to go back to our home or take another vehicle from there to Ooty or identify another tourist spot in Karnataka.
March 14 (12:15 PM)
: We started going towards Coorg. It was long journey with dry forest all around. The journey was very boring and most of were tired because of the long journey.
March 14 (4:45 PM): We reached irpu falls. It was a big relief for all of us. Had to do a small trekking before we r
eached the waterfalls. The best thing that happened to us on that day was irpu water falls. We had good fun, all of us were on our underwears and enjoyed our bath for atleast 40 min...
We then started our journey to Madikere in Coorg. As soon as we reached the town we saw few guys coming to us with quotations for home stay and hotel rooms. We finally decided to go for a home stay. This wa
s the next best thing that we did on that day
March 14 (8:45 PM): We were all at the home in Coorg. A beautiful 5 BHK house with excellent facilities. The package came with a cook who was big stomach like panda. He bought us some good food and we had a heavy dinner with booze and decided to retire for the day.
March 15: We watched a traditional dance at a temple near our place. More than dance, it's about a god man blessing the citizens who come to him. I think they call it devil dance. We then went to Dubbare forest (ideal place to go in early jan, you will enjoy white water rafting). We did rafting and tried soem swimming in the place. We then went to Nisarga Dhama and then to tibetian golden temple.
Superb places!!!
Overall a good trip. Had good fun throughout.. :)
-
Somthing fishy about this photo :)
Feb 10th - we decided to go to Goa during Ugadi week end. It was just 5 of us, few friends from Noesis and their friends.
March 5th - I had to cancel the tickets as there were some personal work for some of them and some had to complete their project delivery
March 10th - 9 of my friends decide to go to Ooty on 14-15 and 16 of March. We had booked our tempo traveller for all 10 of us. The team had me (Arun), Keerthi, Srini, Abi, Amitesh, Chengal, Manoj, Nandu, Sunil and Avinash. Nandu was made the chief accountant.
March 13th (Evening 8 PM) - We thought of buying 8PM for our trip but finally decided to take up Royal Challengers, giving tributes the IPL team which most of us were supporting apart from Chennai super kings which is my favorite. We had couple of beer as well.
March 13th (11 PM) - All 10 of us were there in my room. We were supposed to start our journey at 3 AM on March 14th.
March 14th (3 AM) - We all started in the tempo traveller from my house. Our plan was to go to Bandipur -> Pykaara -> Ooty -> Conoor and come back on 16th afternoon.
March 14th (8:00 AM) - Nature call :).. We decided to stop as few of them were feeling uneasy...
We were just 20 min away from Bandipur. We reached Bandipur at around 8
:45 and took our tickets 
for the safari (so called...)The photos will speak more than words...
Yeah ... they were just few monkeys, deer and elephant that we could see...
Then we started our journey to Ooty. Throughout we saw lots of elephants, mostly the tamed ones. Things were all going on well until we reached Gudalur. We decided to have our breakfast at the checkpost. The inspector was checking our papers and they found that the permit/ some damn stuff was getting expired in 2 days and hence we will not be allowed to go into Tamilnadu. We did not have any other option but to go back to our home or take another vehicle from there to Ooty or identify another tourist spot in Karnataka.
March 14 (12:15 PM)
: We started going towards Coorg. It was long journey with dry forest all around. The journey was very boring and most of were tired because of the long journey.March 14 (4:45 PM): We reached irpu falls. It was a big relief for all of us. Had to do a small trekking before we r
eached the waterfalls. The best thing that happened to us on that day was irpu water falls. We had good fun, all of us were on our underwears and enjoyed our bath for atleast 40 min...
We then started our journey to Madikere in Coorg. As soon as we reached the town we saw few guys coming to us with quotations for home stay and hotel rooms. We finally decided to go for a home stay. This wa
s the next best thing that we did on that dayMarch 14 (8:45 PM): We were all at the home in Coorg. A beautiful 5 BHK house with excellent facilities. The package came with a cook who was big stomach like panda. He bought us some good food and we had a heavy dinner with booze and decided to retire for the day.
March 15: We watched a traditional dance at a temple near our place. More than dance, it's about a god man blessing the citizens who come to him. I think they call it devil dance. We then went to Dubbare forest (ideal place to go in early jan, you will enjoy white water rafting). We did rafting and tried soem swimming in the place. We then went to Nisarga Dhama and then to tibetian golden temple.
Superb places!!!
Overall a good trip. Had good fun throughout.. :)
-Somthing fishy about this photo :)
Sunday, March 21, 2010
Another beautiful song
Not sure, how I have been missing out these beautiful songs...
Ta ra ra.. ta ra ri re… ta ra ra
Come around… it’s time to baby
Come around..
Come on now… come around…
It’s time to baby… come around
Come around… come around
Khwaabon bina, nigahen meri jee rahin thi
Koi nahin tha yeh akeli meri thi zindagi
Ohhh yehhh…
Khamosh tha honthon pe baatein nahin thi
Koi nahin tha yeh akeli meri thi zindagi
Tum mile toh mil gaya yeh jahaan
Tum mile toh har pal hai naya
Tum mile toh sabse hai… faasla
Tum mile toh jaadu chaa gaya
Tum mile toh jeena aa gaya
Tum mile toh maine paaya… hai khuda
Come around… it’s time to baby
Come around..
Come on now… come around…
It’s time to baby… come around
Come around… come around
Palken moondein chaahat meri so rahi thi
Khushboo hawaaon mein thi
Maine nahin mehsoos ki
Mmm mm.mm
Jaane kahaan bahaaren meri khil rahi thi
Khushboo hawaaon mein thi
Maine nahin mehsoos ki
Tum mile toh mehki baarishen
Tum mile toh jaagi khwaahishen
Tum mile toh rangon ka hai silsila
Tum mile toh jaadu chaa gaya
Tum mile toh jeena aa gaya
Tum mile toh maine paaya hai khuda
Ta ra ra.. ta ra ri re… ta ra ra
Tune duaaein suni
Dil ki sadaiyen suni
Tujhse main maangu aur kya
Tujh bin adhura hun main
Tere sang poora hun main
Karta hun tera shukriya
Kaise kahoon, kaise kahoon…
Kaise kahoon…kaise kahoon…
Kaise kahoon lamhe mujhe choo rahe hain
Aisa laga hain inmein tera hi toh ehsaas hai
Ohh hooo
Kaise kahoon dil mein nayi aahaten hain
Aisa laga hain inmein tera hi toh ehsaas hai
Tum mile toh mera dil gaya
Tum mile toh sab kuch mil gaya
Tum mile toh logon se kya vaasta
Tum mile toh jaadu chaa gaya
Tum mile toh jeena aa gaya
Tum mile toh maine paaya hai khuda
Come around… it’s time to baby
Come around..
Come on now… come around…
It’s time to baby… come around
Come around… come around
Come around
- Arun K
Saturday, March 13, 2010
Beautiful Tamil Song....
I recently happened to hear this song and have made it a point to listen atleast one every day...
This is the song from Varai from Goa sung By Ajeesh and Andrea. You cannot just miss this song.
http://www.youtube.com/watch?v=haD2zCtrtIU
Female: idhu varai illadha unarvidhu
idhayathil undana kanavidhu
Palithidum annalai thedidum padal kettaayo
idhu varai illadha unarvidhu
idhayathil undana kanavidhu
Palithidum annalai thedidum padal kettaayo
moodamal moodi maraithadhu
thaanaga poothu varughudhu
thedamal thedi kidaithadhu ingey
moodamal moodi maraithadhu
thaanagha poothu varughudhu
thedaamal thedi kidaithadhu ingey
inge oru inbam vandhu niraya
eppodhu en unmai nilai ariya
thaangamalum thoongamalum
naal selludhey
illamale nitham varum kanavu
kollamal kolla
sugam ennendru solla
nee thunai varavendum
neenda vazhi en payanam ohho
Male: Ange angey vandhu vandhu kalakkum
venmegamum vennilavum pola
endhan mana ennangalai yaar arivar
en nenjamo un pola alla
yedho ore maatram
nilai puriyadha thottram
Female: idhu nirandharam alla
maarividum mananilai dhan Ohhh ohh
Male: manadhile ullorum unarvugal
malarnthadhey muthaana uravugal
thiranthadhe thannale kadhavugal
namakku munnale
manadhile ullorum unarvugal
malarnthadhey muthaana uravugal
thiranthadhe thannale kadhavugal
namakku munnale
dhegam ippodhu unarndhadhu
thendral en meedhu padarndhadhu
mogam munneri varugudhu munne
dhegam ippodhu unarndhadhu
thendral en meedhu padarndhadhu
mogam munneri varugudhu munne
Beautiful !!! isn't it... :)
- Arun K
This is the song from Varai from Goa sung By Ajeesh and Andrea. You cannot just miss this song.
http://www.youtube.com/watch?v=haD2zCtrtIU
Female: idhu varai illadha unarvidhu
idhayathil undana kanavidhu
Palithidum annalai thedidum padal kettaayo
idhu varai illadha unarvidhu
idhayathil undana kanavidhu
Palithidum annalai thedidum padal kettaayo
moodamal moodi maraithadhu
thaanaga poothu varughudhu
thedamal thedi kidaithadhu ingey
moodamal moodi maraithadhu
thaanagha poothu varughudhu
thedaamal thedi kidaithadhu ingey
inge oru inbam vandhu niraya
eppodhu en unmai nilai ariya
thaangamalum thoongamalum
naal selludhey
illamale nitham varum kanavu
kollamal kolla
sugam ennendru solla
nee thunai varavendum
neenda vazhi en payanam ohho
Male: Ange angey vandhu vandhu kalakkum
venmegamum vennilavum pola
endhan mana ennangalai yaar arivar
en nenjamo un pola alla
yedho ore maatram
nilai puriyadha thottram
Female: idhu nirandharam alla
maarividum mananilai dhan Ohhh ohh
Male: manadhile ullorum unarvugal
malarnthadhey muthaana uravugal
thiranthadhe thannale kadhavugal
namakku munnale
manadhile ullorum unarvugal
malarnthadhey muthaana uravugal
thiranthadhe thannale kadhavugal
namakku munnale
dhegam ippodhu unarndhadhu
thendral en meedhu padarndhadhu
mogam munneri varugudhu munne
dhegam ippodhu unarndhadhu
thendral en meedhu padarndhadhu
mogam munneri varugudhu munne
Beautiful !!! isn't it... :)
- Arun K
Friday, January 8, 2010
2010 - Year of M&A in India
The year 2010 will see lots of action within Indian market in terms of mergers and acquisitions. Indian companies being cash rish will get into buying spree hunting for companies in India and oversees. My predictions for M&A this year are as follows:
1. Telecom: Indian telecom market will see some consolidation. The price war cannot continue and large players will look at smaller companies which either has good technology or unexplored customer base. Bharti Airtel, Vodafone and Tata might look at acquiring some of the smaller players in the market to expand their presence in some of the rural or local markets. With Shyam telecom entering the market as MTS, there is a possibility of other infratel players trying to partner and expand their presence in Indian market. I think RCOM might not have enough cash to do acquisition, unless they dilute their stake. Bharti is already on the hunt for a global acquisition. We might hear some news on that front soon.
2. IT: Indian IT players are cash rich and will go on an hunting spree this year too. Companies might look at expanding their presence in Europe and some of the middle-east markets. Hence the companies having presence in these regions will be an ideal target. With economy showing signs of improvement, the confidence level of Indian IT company is growing as their projections for next few quarters are very high. Indian mid-tier companies might go for some acquisitions in US, looking at the opportunities for SMBs in US.
3. Financial industry: Indian banking industry will see a big change this year as there could be consolidation in Public Sector Banks in India. There are large number of Insurance, MF, brokerage firms in India. 2010 will test their sustainability in the market.
Apart from these there could be some action in pharma and auto industry. Auto industry is going to a high growth industry in India this year. As companies look for expanding their product portfolio (like M&M entering 2 wheeler market in a big way), there could be some big acquisition or JV in this space.
1. Telecom: Indian telecom market will see some consolidation. The price war cannot continue and large players will look at smaller companies which either has good technology or unexplored customer base. Bharti Airtel, Vodafone and Tata might look at acquiring some of the smaller players in the market to expand their presence in some of the rural or local markets. With Shyam telecom entering the market as MTS, there is a possibility of other infratel players trying to partner and expand their presence in Indian market. I think RCOM might not have enough cash to do acquisition, unless they dilute their stake. Bharti is already on the hunt for a global acquisition. We might hear some news on that front soon.
2. IT: Indian IT players are cash rich and will go on an hunting spree this year too. Companies might look at expanding their presence in Europe and some of the middle-east markets. Hence the companies having presence in these regions will be an ideal target. With economy showing signs of improvement, the confidence level of Indian IT company is growing as their projections for next few quarters are very high. Indian mid-tier companies might go for some acquisitions in US, looking at the opportunities for SMBs in US.
3. Financial industry: Indian banking industry will see a big change this year as there could be consolidation in Public Sector Banks in India. There are large number of Insurance, MF, brokerage firms in India. 2010 will test their sustainability in the market.
Apart from these there could be some action in pharma and auto industry. Auto industry is going to a high growth industry in India this year. As companies look for expanding their product portfolio (like M&M entering 2 wheeler market in a big way), there could be some big acquisition or JV in this space.
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