Sevenval Device Trends Datapool April 20011 Basic

- The Thai stock market was up slightly while the US markets rose, with the Dow gaining 69 points. - Thai foreign investment saw net selling of nearly 3 billion baht. - European investor confidence rose to its highest level in 3 years and German industrial orders fell unexpectedly. - The euro rebounded against the US dollar during Asian hours but closed lower again after weaker German economic data. - Businesspeople in Thailand are worried about border clashes impacting trade and investment sentiment in the region.

The document provides an analysis of financial markets and economic indicators from February 7, 2011. It notes that US job growth in January disappointed expectations, though the unemployment rate fell. In currency markets, the US dollar strengthened against other majors after the ECB signaled no interest rate hikes and the falling US unemployment rate. Thai markets were mixed with light trading volumes. Upcoming US economic data is expected to provide further signals about the jobs market and economic recovery. Bond yields remained near nine-month highs as the US prepared large debt sales that week.

Continental's share price rose in early 2010 due to strong investor interest in a capital increase. However, concerns over government debt in southern European countries caused the share price to fall. The company's preliminary 2009 results and an EU rescue package boosted the share price recovery. By mid-2010, Continental's share price had risen 17% year-to-date, outperforming industry indexes. Continental also successfully issued a €750 million eurobond, using proceeds to repay debt and receiving a credit rating upgrade.

1) Nestle reported a 16.9% increase in top-line to Rs1,480cr, slightly below estimates, due to higher volumes and limited price increases. Bottom-line grew only 2.3%, significantly below expectations, due to a spike in input costs. 2) Gross margins contracted 263bps and EBITDA margins fell 397bps as input costs rose substantially. Higher brand investments and other expenses also weighed on profits. 3) The analyst downgrades Nestle to Neutral and lowers earnings estimates due to higher input costs and competitive pressures. Valuations leave little upside potential given cost pressures.

NTPC reported a 7.8% year-over-year increase in net sales to Rs. 12,944 crores in the first quarter of fiscal year 2011, driven by lower plant load factors. Operating profit fell 9.6% year-over-year to Rs. 3,345 crores due to higher fuel and employee expenses. Net profit declined 16.1% to Rs. 1,842 crores for the quarter. While NTPC added new capacity, plant load factors declined for some key plants, affecting power generation and margins. The company plans further large capacity additions over the next two fiscal years to drive future growth.

Tom Bowden HealthLink (Friday, 10.30, General 2) See video at http://www.slideshare.net/secret/7EmESReifPHGa8 Provision of immediate access to accurate, pertinent, satisfactorily comprehensive clinical information in a dependable and cost-effective manner has long been an elusive goal. Attempts to implement shared record systems (both summary record systems and comprehensive record systems) have proved extraordinarily challenging. However, the Virtual Health Record (VHR) is an entirely new approach to patient information sharing. It is based upon linked regional implementations of a new technology. The methodology commences with a consensus building process amongst providers to determine what information is shared and how it is to be shared? VHR lends itself to an incremental approach to implementation. Now being implemented in its second and third regions, the Virtual Health Record system is gradually being expanded as the technology and support systems are bedded in and the clinicians across each region learn to trust one another and work closely together to deliver a highly functional and reliable method of communication. The Virtual Health Record is proving to be a viable method for sharing information across the healthcare ecosystem.

A presentation of the information research by NICVA and published in State of the Sector VI - delivered to the Institute of Fundraising conference on 12 November 2012.

GIPCL posted a 23.1% year-over-year increase in net profit to Rs36cr for the fourth quarter of fiscal year 2010, in line with estimates. The growth was aided by a 15.5% decline in fuel costs due to increased gas availability and lower interest and tax expenses. While net sales declined 12.4% to Rs254cr, operating profit fell 13.3% to Rs62cr. The company maintained its expansion plans and guidance. At a share price of Rs110, GIPCL is trading at an attractive valuation compared to its peers.

Gujarat Gas reported a 2.1% quarter-on-quarter increase in net operating income to Rs419 crore for 2QCY2010, with net profit increasing 21.5% year-over-year to Rs58 crore. EBITDA margin declined 270 basis points sequentially to 22.3% due to a decrease in the gross gas spread. Average gas sales volumes grew 2.1% quarter-on-quarter and 19.3% year-over-year. While top-line growth met expectations, bottom-line was marginally below estimates due to lower-than-expected EBITDA. Supply constraints are receding with improving domestic gas availability and subdued RLNG prices, supporting future volume

1) While Israel is a small country in size, it has developed a highly successful high-tech industry with over 3,000 start-up companies due to its high levels of education, heavy investments in R&D, and competitive entrepreneurial culture. 2) Israel invests heavily in higher education, software, and R&D relative to its GDP, leading the world in venture capital investment in high-tech industries. 3) Israel has a track record of technological excellence and breakthroughs in fields like biotechnology, medical devices, cybersecurity, agriculture, and more. Foreign companies can benefit from conducting cutting-edge research in Israel.

This document provides an overview of Synnex Thailand PCL, a technology distributor. Some key points: - Synnex has operated in various countries since 1975 and is a top distributor globally. - In 2011 and H1 2012, Synnex Thailand saw continued revenue growth reaching over 20 billion and 10.6 billion Thai Baht respectively. - Top product categories and key technology trends like tablets, smartphones, and cloud computing are discussed. - Financial highlights show Synnex Thailand maintaining revenue growth while managing expenses, though profits declined slightly in recent periods.

1) The document provides statistics on device and mobile internet trends from data collected by Sevenval in July 2009. 2) Key findings include that Germany accounted for 68.82% of page impressions, the iPhone and iPod Touch were the most popular devices, and Safari was the most used mobile browser. 3) The data is intended to provide insight into mobile ecosystem trends and be valuable for mobile content and application developers.

STKI puts on the public domain data about the Israeli IT Market. If you copy/use the data please quote its source.

The document summarizes Kevin Woodfield's speech on finance at the 63rd World Newspaper Congress. Some key points from his presentation include: - He reviewed GDP growth projections for various countries from 2008-2016, noting slower growth in advanced economies compared to developing economies like China. - He discussed challenges facing news organizations in the current economic environment but emphasized the need to remain optimistic as businesses. - Woodfield advocated leveraging a company's unique selling proposition and finding ways to monetize it, citing his own company's focus on financial news and analysis. - He concluded by encouraging adapting best practices from other industries and continually improving at your core competencies.

1) The document discusses the investment opportunity in small cap stocks in India. It notes that small caps have outperformed other indices like Sensex and midcaps over the last 2 years. 2) Small caps still trade at lower valuations like P/E compared to large caps, despite examples provided of small caps growing to become large caps over time, creating significant wealth. 3) Success in small cap investing is dependent on strong stock selection in high growth sectors and companies with scalable business models and passionate management.

1) The document discusses the opportunity for investing in small cap companies in India. 2) Small caps have outperformed other indices like Sensex and midcaps over the last 2 years and still trade at lower valuations. 3) Examples are given of companies that started as small caps and grew to become large caps, delivering substantial returns over many years. 4) Successful small cap investing relies on careful stock selection focusing on growth potential, emerging sectors, and passionate management.

2010 was a good year for the European leveraged finance market, compared to the dismal activity in 2009, at least. High yield bonds posted record volume, loans returned a healthy 8%-plus and investor coffers remain filled, meaning 2011 could be an even healthier year. Connect with LCD Facebook: http://www.lcdcomps.com/facebook LinkedIn: http://www.lcdcomps.com/linkedin Twitter: http://www.twitter.com/lcdnews Web: http://www.lcdcomps.com Contact: anna_cini@sandp.com

TV Today Network reported quarterly revenue growth of 46.9% year-over-year to Rs78.9 crore, aided by steady growth in its broadcasting business and the amalgamation of its radio business. However, the company reported a loss of Rs10.1 crore for the quarter compared to a profit of Rs8.1 crore last year, with its operating margin contracting significantly, owing to losses incurred in its newly amalgamated radio business. For the full year, TV Today reported revenue growth of 13.9% but net profit declined 7.9% due to a Rs38 crore loss in the radio business. The analyst downgraded the stock to Neutral given losses in the radio business and a

1) Finolex Cables reported a 50.4% year-over-year increase in net sales to Rs. 493.1 crore for the first quarter of FY2011, driven by strong growth in the electrical cables segment. 2) Operating margins declined to 8% from 15.2% in the prior year quarter due to higher raw material costs, though margins improved sequentially. 3) Net profit increased 4.5% year-over-year to Rs. 23 crore for the quarter despite margin pressure, with sales growth offsetting higher costs.

Presentation by Josep Mestres Domenech (OECD, Directorate for Employment, Labour and Social Affairs International Migration Division) on the occasion of the SOC section hearing on Migrant entrepreneurs’ contribution to the EU economy on 24.11.2011 in the framework of the Permanent Study Group on Immigration and Integration.

Ultratech Cement reported a 2.5% year-over-year growth in net sales for the fourth quarter of fiscal year 2010, though profit declined due to higher costs. Volume sales grew 9.9% while realizations fell 5.6%. Net profit declined 26.1% to Rs229 crore due to a 23.8% drop in operating profit from increased raw material and other costs. The analyst maintains an "Accumulate" rating and sets a target price of Rs1,084 based on an estimated EV/EBITDA multiple of 6.5x and EV/tonne of $105 for fiscal year 2012.