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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1. Buy Adani Enterprise Ltd at Rs.76.50, for a short term target of Rs.81. If Adani Port and Sez Ltd (Rs.231) is a beneficiary of GST, then  its effects should also come to Adani Enterprise Ltd (Rs.76.50). The scrip seems to have formed a bottom. 

2. Those who are holding Reliance Communications Ltd (Rs.50.35), can continue to hold the same with a SL of Rs.46. The company should gain from the launch of Reliance Jio, but the problem is that there is no fresh news regarding its merger with Aircel, which is actually spooking the shareholders. 

3. The share of Reliance Infrastructure Ltd (Rs.593) have made Rs.596.25, intra-day. As long as Rs.572, is not broken on the downside, the traders can continue to hold the shares with a short term target of Rs.605. 

4. Reliance Defence and Engineering Ltd should should gain due to lower logistic costs and lower cost of building materials like Steel and Cement, due to GST effect. One should add the scrip on all declines for a short term target of Rs.73.

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