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Sunday, October 25, 2009

Essar Shipping Ports & Logistics Ltd:Future growth prospects and outlook,buy/sell/hold,analysis and recomendation

Scripscan:Essar Shipping Ports & Logistics Ltd

Story:Essar Shipping is a multi-pronged play on shipping, ports, gas terminals and oil drilling that only a multitude of corporates can offer. With just the coal trade between India and Indonesia expected to rise upto 100 mn tpa from 2013 onwards, and burgeoning bulk imports from Australia, China and Liquid cargoes from the Gulf- Essar Shipping's fleet of bulk carriers, tankers and VLCCs will be straining on the leash to take part in this intra-Austral-Asia trade.Add to this Essar's fleet of oil drilling rigs and we have an entity that not only will handle iron ore and coal imports for captive usage at Hazira (destined for Essar Steel), crude oil imports at Vadinar (for Essar Oil) and Oil Rigs that will sooner or later dot the sea shelves across the Indian coastline.The corporate has been hit hard by the economic down turn of the past two years, but there is an equal probability that this downturn will reverse over the next 2 years. The stock too has fallen from Rs 250 about 18 months ago to just Rs 60, giving investors an opportunity to re-enter a sector for which they would otherwise have to buy 4-5 stocks for a similar exposure.The Equity of Essar Shipping is tightly controlled with the Ruia entities holding 84 per cent of the stock, and FIIs holding another 8 per cent. The public float is just 8 per cent. The marquee names that own Essar Shipping include CLSA with 74.81 lakh shares (1.22 per cent), TIE 88.46 lakh (1.44 per cent), ABN 1.14 crore (1.85 per cent) and Matterhorn Ventures 2.13 crore (3.46 per cent).It may be a far-fetched idea but the Ruia's may also go for a de-listing of Essar Shipping's shares just as they did with Essar Steel some time back. All in all, the stock offers a good entry point.

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