Entries Categorized as 'InfoEdge'

InfoEdge Results: EPS down 4%, Stock Up 4%

Date April 30, 2010

There is only one rule for the NAUKRI stock. If they announce bad results, the stock goes up. For the last two years, the Trailing Twelve Month EPS has been between 20 and 23 and it is now near the low of the range. The profits have hardly grown m…

Links for 29 Mar 2010

Date March 28, 2010

It’s one of those days I have too much to read, so… Day Traders 2.0 – Wired, Angry and Loving It (NYT). Indian markets are also full of day traders, and it’s as difficult a deal here. The interesting part is in a web offering I think will m…

Info Edge (Naukri) Results: Another Down Quarter

Date February 1, 2010

Info Edge released it’s December 2009 quarter results: A little disappointing in terms of growth, because they’ve stagnated in a way. True, the industry has been in a sorry state of affairs, but the hiring situation was supposed to be good last…

InfoEdge: No EPS Growth, But Great Stock Price!

Date December 13, 2009

Info Edge (NAUKRI) continues to astound me. They’re literally flatlining EPS for the last six quarters, and yet, command a P/E of 35!

To talk less and show more, here’s a graph of their revenues, stock price and PE/EPS comparison.

(Click for a lar…