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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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  Crore - Pati Scheme If you have a portfolio size of Rs. 2 lakhs and above, then I have come up with a fresh scheme for you, where you have the chance to become a multi -  millionaire or crorepati, over a period of time. Photo: Zee Business.  Procedure : 1. The investor needs to open a demat account in my associate brokerage house. 2. The said amount will be invested in high growth news based small and mid cap counters. 3. You don't have to pay anything to me, till the money becomes 1 (one) crore. 4. The contract gets terminated and you need to pay 30% of the net profit as the consultantcy fee. 5. You can again start a fresh contract with another Rs. 2 lakhs or for other schemes. 6. No F&O or leveraged based trading will be done and hence this is basically a more or less safe methodology.  7. It may take 4/5 years plus, to convert Rs. 2 lakhs into Rs. 1 (one) crore.  8. If you leave the scheme in between then you need to pay 50% of the profit till date...
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  Tit - bits Yesterday, the BSE Sensex closed 45,959.884 down 143.62 points (-0.31%), while the Nifty ended the day at 13478.30 down 50.80 points (-0.38%). The Nifty would continue to face small technical corrections on its way up.  #My recently recommended Imagicaaworld Entertainment Ltd (Rs.6.21) made an intra day high of Rs. 6.70. You can book partial profit and hold the rest with a SL of Rs.5.70. #Buy the shares of Indian Oil Corporation  near Rs.91/92 for short term target of Rs. 115. #You should accumulate Mandhana Retail Ventures Ltd (Rs. 12.15) in all market declines. It has a huge compound in Boisar (Greater Bombay) MIDC.  #Buy the shares of Virinchi Ltd (Rs. 40.40)  near Rs. 37/37.50 during intra day dips for short term targets of Rs. 45/51. It is a low debt company. 
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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 - 1...
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  Tit - bits The domestic indices closed with a slight loss on last Friday. The BSE Sensex ended the day at 44,149.72, down 110.02 points (-0.25%), while the Nifty closed at 12,968.95 down 18.05 points (-0.14%). The Nifty is likely to face resistances at 12980/13000.  #Both of my recently recommended counters did well. While, Imagicaworld Enterinment (Rs.4.80), uched Rs.5.30 intraday, Central Bank closed Rs.12.70 -- both the scrips are a holding with 5% trailing SL. #Buy Nifty_12000 put options around Rs.37/38 for a targets of Rs.61/62. SL: Rs.27. #Buy the shares of Zensar Technologies Limited (Rs.227.70) during market dips around Rs.197/200, for short term targets of Rs.261/266. SL: 195. #Meanwhile, the Mumbai Suburban Local Train system is still to start operations, as the goal posts are getting changed August. The local train system is the lifeline in Mumbai. Therefore, keeping them out of track for so long does not augur well.
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  Tit - bits The BSE Sensex yesterday touched 43,277.65 up 680.22 points (+1.60%), while the Nifty ended the day at 12,631.10 up 170.05 points (+1.36%). The Nifty might now move slowly up (sideways) for the next target of 11970. Hence, you should book 80% of your profits in Nifty long and focus on the mid and small cap space.  #My recommended Imagicaaworld Entertainment Ltd yesterday closed at Rs.4.20 up 9.06%. For retail investors the IPO price was Rs.180 per share, while for anchor investors the issue price was Rs.221. The stock is likely to double from the current price. Keep accumulating in dips.  #My recommeded Central Bank of India at around Rs.10.55 on last Monday, saw it close at Rs.11.80 yesterday. Keep accumulating for short term targets of Rs.17/18. #If you have a portfolio size of Rs.1.50 lakhs - plus and want it to managed professionally, on a profit sharing scheme, then you can ping me at: suman2005s@rediffmail.com.
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  Tit - bits Photo : Bestmediainfo.com On last Friday, the BSE Sensex fell 135.78 points to close at 39,614.07, while the Nifty 50 shed 28.40 points to close at 11,642.40. On the candle stick chart, a Doji - like pattern was formed indicating indecision.  The Nifty would get support at 11,500/11370. On  the upside it would continue to face resistance around 11,770/11,860. The NDA rule has spelled doom for Indian economy. According to a report published in the Hindustan Times, 1 November, 2020, the disparity between haves and has only widened. The former comprise around 10% of the population out of which the richest 1% held 42.5% of the national wealth generated in 2019 — while the bottom 50% held a mere 2.8%. Similarly, the richest 10% of the population holds 74.3% of the total national wealth — while the remaining 90%, a mere 25.7%. According to an Oxfam report released in January, the richest 1% in India holds more than four times the wealth held by 953 million people w...
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  Tit - bits The Indian bourses closed on a positive note on last Friday.  The BSE Sensex closed at 40,685.50 up 127.01 points (+0.31%), while the Nifty settled at 11,930.35 up 33.90 points (+0.28%). However, the Nifty is likely to face resistance around 12000/12150 ranges. Hence, the Nifty traders should shape their trades accordingly.  #The scrip of V2 Retail Ltd (Rs.49.95) moved to Rs.50.30 on last Friday. We can look for the completion of targets this week, as festive buying is likely to push up its top and bottomlines.  #The scrip of Deewan Housing Finance Ltd (Rs.16.65) on last Friday, rallied to Rs.18.35 on the news that  its promoter Kapil Wadhawan had offered his personal property worth Rs.43,000 crore (his claim) as mortgage, against the loans taken by the company. But I don't see much merit in this statement.  #The scrip of Reliance Power Ltd (Rs.3.30) hit the UC on last Friday, after the company came out with 2 - fold increase in net profit on ...
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V2 Retail Ltd: Buy CMP: Rs.48.75 Target: Rs.54/61 SL: Rs.46. V2 Retail Ltd (formerly known as Vishal Retail Ltd) reported a standalone net loss of Rs.8.92 crore for the first quarter ended June 30, 2020. The retailer had reported a net profit of Rs 11.44 crore in the corresponding period a year ago. For Q1FY21, the revenue from operations stood at Rs.36.97 crore, a decline of 82%, as against Rs.202.34 crore in the first quarter of the previous fiscal, V2 Retail said in a regulatory filing. The consumer demand is likely to pick up with the onset of the festive season starting from Durga Puja and Diwali. "We are confident that following this pause, our growth and profitability will continue to accelerate on the back of sustained focus on customer experience, merchandise selection, strong brand recall and our omni channel presence," he added. V2 Retail Ltd comes under the ever growing Retail sector - Apparel/Accessories industry. In July, 2020, there were media reports that Nati...
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  Tit - bits The BSE Sensex today closed at 40,593.80 up 84.31 points (+0.21%), while the Nifty ended the day at 11,930.95 up 16.75 points (+0.14%). The Nifty is like to face reisistance at around 12000.  Hence, Nifty traders are suggested to lighten their Nifty long positions.  #Buy the shares of V2 Retail Ltd near the CMP of Rs.49.30, for short term targets of Rs.55/61. SL: Rs.46. The retail sector is slowly opening up. This is likely to have a positive trigger on the stock.
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  Tit - bits The Nifty reached my target of 11500 as mentioned in my last post. Yesterday, the BSE Sensex closed at 38,973.70 up 276.65 points (+0.71%), while the Nifty ended the day at 11,503.35 at 86.40 points (+0.76). Now, the Nifty is expected to consolidate at this level before starting the move.  #Buy the shares of Just Dial Ltd  (Rs.378.90) at around Rs.370, during intraday dips for short term targets of Rs.427/432. #My recommended 20 Microns Ltd (Rs.28.10) is consolidating around Rs. 27/31 ranges. This is not a momentum counter and hence those who have bought it for short term trading, they can exit.
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  Tit - bits Today,  the BSE Sensex is seen trading at 37,898.17 up 509.51 points (+1.36%), while the Nifty is seen at 11,202.25 up 152 points. Thus, the Nifty has again turned Bullish and is expected to move towards 12500. #Among the positive news for the entertainment sector: Cinema halls to reopen from 1 October,  2020. In this context let me recommend the shares of Cineline India Ltd (Rs.27.80) near Rs.27, on intraday dips for short term targets of Rs.31/32. SL: Rs.26. #You can continue to add the shares of  20 Microns Ltd (Rs.29)  near intraday dips for at least 30/40% appreciation from the CMP.
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  Tit - bits The BSE Sensex is now trading at 38,853.68 down 123.62 points (-0.32%), the Nifty is seen at 11,501.75 down 5.40 points (-0.12%). #The Nifty would continue to get supports at 11300/11200. The investors should pick up stocks in decline, as the recovery post Covid - 19 outbreak has been unprecedented.  #Buy the shares of GAIL near the CMP of Rs.92.05, for short term targets of Rs.97/102. SL: Rs.86. During the last few months, the liquefied natural gas (LNG) cargo prices have doubled to $US4 per million British thermal unit from a record market low of only $US2/MMBTU in June. If the current trends continues then gas demand is set to double for China and India by 2040, powered by its cleaner-than-coal reputation and government measures to cut air pollution in Asian cities. This is likely to have a negative effect on the fertilizer and power plants -- hence don't build huge positions in these two sectors.  Due to some problem in Blog interface due to the introduc...
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20 Microns Ltd: Buy CMP: Rs.29.30 FV: Rs.5 BV: Rs.49.14 EPS: Rs.5.12 SL: Rs.26 Introduction : 20 Microns Ltd is India's largest producer and supplier of Ultrafine industrial minerals and specialty chemicals. It uses one of the most advanced quality control equipments to produce : industrial minerals, paint additives, quartz, fillers for paint and ceramics, etc Shareholding Pattern : Promoters' Holdings have increased from 43.05% in the December, 2019 quarter to 44.83% in June quarter, invoking further confidence among the investors. Investment Rationale: - It is a Proxy - play to Paint and Paper Sectors from which it gets around 45/50% of its revenues. Since, the export is low and hence, it is likely to be hit less due to Covid - 19 pandemic. - The company has 9 captive mines which can continue up-to 20 -- 25 years. This adds tremendous value to the share, especially in comparison to its immediate  peer group company, Ashapura Minechem Ltd (Rs...
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Tit - bits The BSE Sensex started with a bang, as expected and was mentioned in my morning blog post.  The Sensex is now trading at 38,757.74 up 563.82 points (+1.48%), while the Nifty is seen at 11,417.80 up 139.80 points (+1.24%). The Nifty longs can continue for a target of 11560. #Buy the shares of 20 MICRONS LTD (Face Value: Rs.5)  near the CMP: Rs.29.55 (but preferably during market dips) with SL: Rs.26. T: Rs.35/36. The scrip has a book value of Rs.49.14 and market cap of only Rs.104.45 Cr.
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Tit - bits The BSE Sensex has closed at 38,193.92 down 171.43 points (-0.45%) 11,278.00 down 39.35 points (-0.35%). As long as the Nifty level of 11200 is intact, the Bulls can hold on to their longs. #The scrip of MMTC Ltd (Rs.17.40) bounced from lower levels, yesterday, but it seems the stock will take some time to move up. The short term traders can exit with small loss or at no profit no loss.
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Tit - bits Photo : Jansatta   The domestic indices closed flat yesterday. The BSE Sensex closed at Exchanges will reopen on 08 38,417.23 up 60.05 points (+0.16%) while the Nifty closed at 11,355.05 up 21.20 points (+0.19%). The Nifty thus is getting support near 11200/11300 ranges and as long as this level is intact, the bulls acan build short term long positions. #I feel the scrip of MMTC Ltd (Rs.18.20) will test Rs.17.70 level before going up. You should therefore wait for more clearer signals. #Buy the shares of Kothari Sugars and Chemicals Ltd (Rs.14.95), for short term targets of Rs.19/21. The chairperson of this company is Mukhesh Ambani's sister, Nina Ambani Kothari. The festive demand for sugar, is likely to keep the stock buoyant. 
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  Tit - bits Photo : Balance The domestic bourses are traded subdued on the morning trade. The BSE Sensex is seen at 38,544.66 down 438.20 points (-1.14%), while the NSE's Nifty50 is trading at 11,404.50 down 120.45 points (-1.07%). Several media reports points to escalation of tensions in the Sino - Indian border. Hence, the markets could go for mild correction at this point of time. The Nifty could test 11200 downside. Hence, the traders on the buy side of the fence, are suggested to keep the positions light and wait for this spell to complete.  #The scrip of Future Supply Chain Solutions Ltd  (Rs.143.10) after hitting my 1st target of Rs.172 is undergoing correction and is likely to hit Rs.127 on the downside. Hence, all the short term traders are suggested to exit the scrip. And wait for the stability for fresh entry.  #The scrip of MMTC Ltd (Rs.18.65), is consolidating around the current ranges. The scrip may not go for too deep correction at du...
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Tit - bits The BSE Sensex is now trading at 39,660.62 up 193.31 points (+0.49%) while the Nifty is seen at 11,705.05 up 57.45 points (+0.49%). The Nifty is likely to test 11900, in the coming days.  #My recent recommendations are doing fine. Today, even the shares of Dhanlaxmi Roto Spinners Ltd is up more than 7% at Rs.19.80. This is a good company with unique products, but you need to have patience and keep holding with a strict SL at Rs.16 60. However, short term traders can exit in intraday rises.  #The last week recommended counter Future Supply Chain Solutions Ltd (Rs.158.90) at around Rs.148/149 has hit the upper circuits today, with around 4 million pending buy orders. This Future group company has comparatively less debt as compared to its peers, from the same pedigree. You should hold, with targets mentioned earlier. Now, kindly advance the SL to Rs.156, from Rs.151. #I am today disclosing the name of the company where we invested around Rs.5, few mo...
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Tit - bits Yesterday, the BSE Sensex closed at 39,073.92 up 230.04 points (+0.59%), while the Nifty50 ended the day at 11,549.60 up 77.35 points (+0.67%). Today, the Indian bourses are expected to remain volatile, before F&O expiry. The Nifty, will find difficulty to cross 11700. However, the action is likely to shift to small and mid cap counters.  #Buy the shares of  Dhanlaxmi Roto Sp Ltd (BSE Code: 521216)  near the CMP of Rs.19.607, for short term targets of Rs.27/31. The book value of the shares of the company is Rs.48.01 and has EPS of Rs.4.97. We can expect the share price to double in the next one year.  #The shares of Future Supply Chain Solutions Ltd (Rs.149.05) is consolidating around the current ranges for the next round of upmove. This is one of the low debt Future group companies, and hence if Mukhesh Ambani's RIL,  BUYs stake in the Future group, then this scrip can show good positive momentum. Now,  you do one thing, like ...
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Tit - bits While writing this report, the BSE Sensex is seen at 38,886.49 up 87.41 points (+0.23%), while the NSE is trading at 11,480.40 up 13.95 points (+0.12%). The Nifty is get resistance at 11570/11580 rages. Hence, try to lighten your positions, on the buy side of the fence.  #The shares of V2 Retail (Rs.58.50) reached my 1st target of Rs.62. You should book profits and hold the rest with a SL of Rs.57.50. #The scrip of GAIL (Rs.100 ) is consolidating around Rs.99/103, ranges. This is a sure shot counter and hence you should accumulate it in every market decline. Next month could give us some positive effects on the share price.  #Buy the shares of Future Supply Chain Solutions Ltd (FSC | 540798 | INE935Q01015) near the CMP of Rs.148, for short term targets of Rs.181/207. SL: Rs.141. Mumbai based, Future Supply Chain came up with an IPO in December, 2017. Future Supply Chain Solutions Limited is one of the leading 3 rd  Party logistic servic...
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