Wednesday, 15 October 2014

VALUE PICK - YBRANT DIGITAL LTD. (LYCOS INTERNET LTD) - SHINING DIGITAL FUTURE




About The Company

Ybrant Digital to be known in future as Lycos Internet Limited (Board Approved)

+ is one of the leading Indian digital marketing company with significant global presence
.
 + offers multi-channel platform with proprietary technology to reach consumers across different screens (net, mobile, video, social media) & across countries including faster growing emerging markets such as Latin America, Israel, India, China and Australia.

 + Made 12 corporate investments over the last six years to achieve wider market penetration in terms of product & reach.

 + Generates over 1.5 billion searches and 34 billion impressions per month to service 150+ agencies & brands of over 2000+ advertisers and 6000+publishers across 140 countries.

 + Owner of premium brands like Lycos, Gamesville, Tripod and Angelfire

Ybrant also emerged as a player of relevance for three of the top five publisher networks and three of the top five advertising agencies globally.

 + Ybrant Digital partnered through advertising agencies with blue chip advertisers and publisher networks including MTV, Yahoo, Samsung, Facebook, MSN, Viacom, Amex, Mastercard, Maruti Suzuki, Bharati Airtel,Sony India, Coco Cola, Star India, Vodafone, Reliance Communications, Samsung Electronics, Lenovo, ING, British Airways, Qatar Airways, Titan, Unilever, P&G, Mazda, Hyundai Motors, Tata Motors, ICICI Bank, LIC, HP, Telstra and ITC.


The Ace Investor - Value Pick

(BSE CODE: 532368)

The company reported consolidated top line of Rs 1673 crores and bottom line of Rs 221 crores in last FY.

It is a virtually debt free company and they are planning to launch a shopping website called Lycos Shopping which will help them ride the E-Commerce wave going on in the country as well as the world, Having gone through the company performance it is safe to assume that even if the Lycos (search,shopping,local) fails the company's Digital Marketing revenue is expected to remain robust on back of strong industry demand for digital visibility/promotions.

Currently the stock is trading around 53 with a p/e of 10.50 whereas only listed local listing giant (JustDial) is trading at a p/e of 96.


Investors must pick Ybrant Digital in their portfolio and forget for next 5 years expecting a target of Rs 500 per share.

28 comments:

  1. Request you to share updates on Ybrant. Is it hold if bought at higher levels?

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    Replies
    1. HOLD ybrant, don't sell any shares.. Let panic mongers create panic!

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  2. Hi,I purchased ybrant diagital at 60 rs,now the cmp is 42 rs,please suggest it is hold or sell.it is going down daily.Please help.What may be the target we can expect here.

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  3. I have bought these shares around Rs 50 and i am very much positive on this company and its future prospects. Is it advisable to accumulate more around the current price of Rs 42 ?

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  4. What's ur view on Assam and Bengal & Amines and Plasticizer?

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    Replies
    1. Bengal & Assam Company i don't track much, and Amines and Plasticizers i advice booking profits as soon as it reaches 22-23 P/E, Right now trading at 17 p/e.

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  5. Mr Ace... I am holding Avt natural @20 and Caplin Point @140. Please let me have your opinion. Thanks in advance.

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  6. Sir, I am holding holding Ybrant @ Rs. 49. I also have Tanla@ Rs 19 and FSL @Rs. 32. I would like to concentrate on one of these three as I am not comfortable holding 03 tech stocks in my portfolio. Which one would you recommend, sir?

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  7. Mr Ace... I am holding Ybrant Digital @54 and Tanla @16. Please let me have your advice to hold/sell/add. Thanks in advance.

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  8. Hi Ace, I hold and struck at visesh Infotechnics at 0.45 level if any chances price again to touch 0.45 level in coming days.

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    Replies
    1. I am not tracking the stock and don't have knowledge about the company.

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    2. sell visesh. it has no future

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  9. When you are going to post new idea sir?

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  10. comment on stel holdings

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  11. Sir, have entered Ybrant at 42 levels small quantity. Shall I add more at current levels or wait for some more downside. Having view of long term.

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  12. I hold one lakh shares bought at avg of 4.78 Rs. how much can it go till june 2015 ?.

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  13. Ace,

    is it good to enter vibrant at this level?

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  14. What is the target for ybrant n vidhi dye

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  15. Target for ybrant n vidhi for one year

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  16. Sir why ybrant has fallen so much with heavy volumes. Are promoters of duplicate character?

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    Replies
    1. Nothing wrong with the promoters, but we have given a exit message already, please see latest posts.

      Delete
  17. Is it good time to enter now??

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