The Gulf Reconstruction Play: How NRIs Can Track Indian EPC Firms Winning Overseas Contracts

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence NRI Investing · Gulf EPC Tracker The Gulf Reconstruction Play: How NRIs Can Track Indian EPC Firms Winning Overseas Contracts A record ₹7.79 lakh crore order book at L&T with about 37 percent in the Middle East, a UAE gas pipeline award of over ₹4,000 crore at Kalpataru, a Kuwait desalination win at Wabag and a US$1 billion Gulf pipeline in sight at Engineers India. The evidence is public, and an NRI can follow it from the United States. From the United States, the Middle East usually arrives as a headline about oil, shipping lanes and geopolitics. Look one layer below it and a more practical story appears: power lines, gas pipelines, desalination plants and storage terminals that have to be built, repaired and made more resilient. Indian engineering companies already work in those markets. For a US-based NRI who follows Indian equities, the useful question is which listed firms are turn...
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Sika Interplants Systems Ltd:

Buy Sika Interplants Systems Ltd(BSE Code-->532606) at Rs.65--Rs.66 range for a target of Rs.100 plus in the short term. For more details please visit: www.sikaglobal.net. The company has a good land bank story to boot. The volumes in the scrip is increasing everyday. Looks the scrip is all set to cross Rs.100 this time.The plus point is that it has very small equity. Also Gandhi Special Tubes Ltd is looking good for the short to medium term. Keep accumulating Kisan Mouldings Ltd in all declines. Refex Refrigerants Ltd is coming up with good results for the June, 2007 quarter.

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