10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Archives : Old artciles

Thursday, December 8, 2011

Adani Power Ltd:-Buy/sell/growth prospects and recommendation,news and results,target and analysis,view and outlook,multibagger

Scripscan:Adani Power Ltd

Story:Adani Power Limited engages in the generation of power and setting up of power projects in India. The company owns 8 thermal power projects under various stages of development, with a combined installed capacity of 13,200 MW. It also operates a 400 KV D/C Mundra – Dehgam power transmission line of 430 Kms. The company was incorporated in 1996 and is based in Ahmedabad, India.Adani Enterprises presentation indicates 6.4mn tons of linkage coal from MCL against 10mn tons envisaged earlier. Hence I make the requisite change in my model and assume the gap of ~2.5mn tons (70% of 3.6mn tons) to be bridged by e-auction or spot coal.As a result, I estimate an increase in cost of generation.I reduce my target price to Rs101/share from Rs115 earlier primarily on account of changes in fuel source mix (as mentioned above). I also lower our generation estimate to account for shutdowns taken in Q2, but maintain our FY12 capacity of 5.9GW, merchant tariff at Rs4.25/unit for FY12 and FY13 and landed cost of Indonesian coal (do not build in an increase due to the change in Indonesian regulation). Maintain HOLD, but with a reduced target of Rs 101 per share.

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner