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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Winning Strokes 

First of all let me tell you one thing: the new blogger interface is so BAD for Android users, that sometimes I don't feel like updating the same. 

Inspite of my repeated mails to Google, to make it more user friendly, especially for mobile uploads, my pleas went unheard, till date. These days due to lack of time and due to lethargy, arising out of pressure from my normal work load, I generally update my blog from my Tab or mobile phone, instead of laptop or desktop, because in case of former, I can do the work, even in couch. But Alas! Google has their own sadistic plans to harass my noble efforts.

Anyway, yesterday, the BSE Sensex closed at 44, 618.047 down 37.40 points (-0.08%), while the Nifty ended the day at 13113.75 up 4.70 points (+0.04%). As mentioned in my previous post, the Nifty would continue to face stiff resistance while moving up from here, especially in the 13132/13373 ranges.  Meanwhile, SGX Nifty is up by 21 points at 13175 in Covid - 19 vaccine news. Hence, refrain from taking too deep positions, though short intraday longs can be played by experts depending upon the market conditions.

#The shares of Imgicaworld Entertainment Ltd (Rs.4.80) yesterday is hovering around the range Rs.4.70/5.20. Once this is broken on the upside we can look for targets of Rs.6/7 in the coming days. Once, the park opens, we are likely to see huge rush of traffic. Keep holding.

#The shares of Central Bank of India Ltd (Rs.13.35), yesterday moved to Rs.13.55, intraday. You should keep holding with a SL at Rs.12.60, for the targets mentioned earlier, i.e. Rs.17/19.

#If you have an investment kitty of Rs.2/3 lakhs and have no time to manage, then you can join my profit sharing arrangements, with only delivery based portfolio.

#For the time being leave the shares of Zensar Technologies Ltd (Rs.222) and instead buy this small cap item: Mandhana Retail Ventures Ltd at the opening bell at around Rs.12.15, as it could hit the upper circuit today. Target: Rs.15/17.

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