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  #1  
Old 1st December 2009, 12:10 PM
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Default Sector Data Required



I am looking for source of data for sectors,which would comprise of the their financial details like the growth,PE multiples of top players & other relevant ratios, priority to Telecom Sector.

I had done the valuation of RCOM prior to the 1p/sec plan,i think it was trading around 260-270 ,i got a value of Rs 360 at that time,i took growth rates of 18% in the high growth stage (5 years), and then declined it to 10% for 5 years

Naturally the valuation wouldn't hold good now.

The thing is it has an asset turnover of 0.31 whereas other players like bharti, idea have it around 1.

Keeping that into mind and also the recent tariff cuts of 1p/sec and 1p per SMS rates what would suggest be the growth rates? how would the top line be affected?
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Old 1st December 2009, 05:02 PM
Sachin Asher
 
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The way rates are falling in the telecom sector and considering the proposed introduction of "Mobile Number Portability", it's better not to look at historical financial ratios of the telecom companies.

Q1 of 2010 will be the first quarter, where the full impact of the new rates as well as true impact of "Mobile Number Portability" will be seen.

Also, the 3G auction may happen in Q1.

It is very difficult to predict the impact of the above 3 major developments on top line and bottom line of the various telecom companies.

Revenues and profits may actually fall in next few quarters.

If you can, postpone your analysis till results of Q1 are declared.
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Old 1st December 2009, 08:58 PM
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Any idea as where to hunt for reliable data for sectoral outlook (other major sectors), the current positions ,the financial ratios,the growth prospects for the respective sectors
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Old 1st December 2009, 10:20 PM
Sachin Asher
 
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Quote:
Originally Posted by Titan View Post
Any idea as where to hunt for reliable data for sectoral outlook (other major sectors), the current positions ,the financial ratios,the growth prospects for the respective sectors
You can find PE ratio's of various companies here:

http://www.moneycontrol.com/stocks/m...=44&sortcode=0

http://www.equitymaster.com/research...nfo/qtrres.asp

The data is can be sorted by sectors.

I will try and see if I can find any other source which provides more data.
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