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$12.40 0.17 (1.39%)
10/10/2008 4:05 PM

Satyam Computer (ADR) (SAY)

CAPS Rating:
*****

The Company and its subsidiaries are engaged in providing Information Technology services and Business Process Outsourcing services.

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Recs

12

Avatar Lituus (92.52) Submitted: 5/23/07 2:02 AM : Outperform Start Price: $24.55 SAY Score: -7.36

I have been on the fence with SAY for a while now but the TMF recommendation put me over the top. SAY is definitely not the strongest performer of the Indian outsourcing companies but they are compelling mostly because of the current, relatively low...

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Recs

4

Avatar TMFBreakerJava (99.32) Submitted: 6/19/07 4:46 AM : Outperform Start Price: $25.25 SAY Score: -8.91

This rising Indian star is in the outsourcing business. This industry has exploded in India in the past few years and Satyam Systems trades at a discount to its peers. Recent growth has seen it taking on larger and more ambitious projects. This is...

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Recs

3

Avatar NetscribeBusServ (< 20) Submitted: 2/27/07 7:50 AM : Outperform Start Price: $22.00 SAY Score: -5.16

Satyam Computer Services is the fourth largest Indian IT software and services company, based on the amount of export revenues generated. With prime offerings include application development, maintenance services, consulting, enterprise business solu...

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Recs

2

Avatar vjsesh (< 20) Submitted: 12/07/06 5:29 PM : Outperform Start Price: $23.29 SAY Score: -9.48

Satyam is a top 5 offshore Indian vendor and is here to stay and compete against the likes of TCS, INFY, WIT, Accenture and IBM GSA. Couple of years down the road if they don't grow, they can become a target for acqusition.

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Recs

2

Avatar jvigor (76.82) Submitted: 2/09/07 10:03 AM : Outperform Start Price: $23.55 SAY Score: -8.32

Satyam just opened a dev. center in China. Their consulting model is great as they have continued to grow even during difficult times for the consulting market. I may not like offshore consulting as a whole, but as a business, they have it down.

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Recs

2

Avatar gravin (< 20) Submitted: 2/09/07 11:57 AM : Outperform Start Price: $23.56 SAY Score: -8.38

- Continued growth in Indian Economy at high single digit over next several years.
- Continued growth in global outsourcing market.
- SAY is cheaper relative to its peers with better growth potential.
- High margins in IT/Software.

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Recs

2

Avatar millionairefools (99.54) Submitted: 3/08/07 9:36 AM : Outperform Start Price: $21.52 SAY Score: -5.45

SWOT (Strengths, Weaknesses, Opportunities, Threats) :

S : One of India's Big Five (INFY, WIT, CTSH, Tata Consultany Services). Good reputation amongst college students. One of the few who are looking to expand beyond services and move into products...

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Recs

2

Avatar bata1 (62.79) Submitted: 1/30/07 10:17 AM : Outperform Start Price: $22.70 SAY Score: -7.55

Like a smaller, less-expensive house in a high-priced neighborhood, Say should, along with it's own excellent performance, be drawn along with the tide, until it gains more equal recognition and a correspondingly high multiple. Therefore, it's a buy/...

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Recs

2

Avatar RutledgeAvenue (< 20) Submitted: 11/02/07 10:47 AM : Outperform Start Price: $29.47 SAY Score: -16.87

SAY is a smaller player in a hot sector. This is a Chindia play, and a MF Stock Advisor pick. Buy first and read a book, next: The World is Flat.

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Recs

2

Avatar ltphoto (45.35) Submitted: 10/11/07 8:30 AM : Underperform Start Price: $26.84 SAY Score: 10.20

Appreciation of the Rupee will supress earnings in the short term. Over the long haul I believe this remains a good investment.

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