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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Today's Calls: 
1. Buy Axis Bank Ltd at Rs.515, T: Rs.540, SL: Rs.507.
2. Buy Jaiprakash Associates Ltd (J P Associates Ltd) at Rs.7.58, T: Rs.10.5-12.40, SL: Rs.6.7 (on closing basis).  
3. Buy JSW Energy Ltd at Rs.80.40, T: Rs.91-97, SL: Rs.76.

 The Economic Times, wrote today: 
The government is mulling an additional Rs 25,000 crore allocation to roads, railways and power sectors over and above the allocation made to them in the Union Budget, potentially providing a mid-year boost to public spending. 
All three ministries — road transport and highways, railways and power — are currently in advanced talks with the finance ministry to secure additional allocation. 
This is going to push up the demands for the stocks in the Infrastructure, Banking and Power Sectors. Those who are already holding the shares of J P Associates Ltd should further accumulate, on intra-day declines. 

 Moreover, both Unitech Ltd (Rs.5.85) and J P Associates Ltd (Rs.7.58) have good land reserves. Unitech Ltd has a whopping land reserves of 300 mn sq. ft or 30 crore sq. ft. Now if we put Rs.3000 per sq.ft  and then calculate the value of the land bank of Unitech Ltd, how much does it come? Just do it please... :)  

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