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atulyas
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Quote atulyas Replybullet Topic: GVK Power & Infra
    Posted: 09/May/2009 at 7:24pm
How do the experienced Teddies feel about GVK Power & Infra? The Company as I'm sure most are aware is into Airport Development, Power and Roads.
 
The company is also into Retail Infra-setting up GVK One in Hyderabad and development of a SEZ in Tamil Nadu with TNIDC.
 
The company is bound to do well owing to gas being received from Reliance to run its power plants on peak capacity. Secondly, they are being allowed to charge Airport Devpt Fee(ADF) for Mumbai Airport.
 
It is expected to have an annualized EPS of 0.93 paisa and on its current Market Price of around Rs. 27.00, its trading at around 27 times.
 
Should I take the plunge and invest in this company? My logic is that no matter which Govt comes to power, GVK's lines of business will benefit.
 
Awaiting your valued comments.
 
Cheers. 
 
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BGKGURU
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Quote BGKGURU Replybullet Posted: 09/May/2009 at 11:02am
It is very good stock to buy for long term(atleast 3 years). Major risk if they don't win navi mumbai airport. But if they don't win you will not loose your capital.
I m expecting bidding process in 2010. gas flow is majkor benficiar in fy11.
If we see dramatic change in airline passenger then it can move higher soon.
 
Respect the Markets and do MAKE mistakes, but see to it that you can afford to stay in the markets even after the mistake-RJ
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atulyas
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Quote atulyas Replybullet Posted: 10/May/2009 at 12:11pm

I really value your inputs. I'm reassured now about entering the stock. I feel their Road Project (in the Golden Quadrilateral)  and  other forays into diverse sectors across various states of India from North to South will keep them insulated in the long term.

You are right in poibnting out if they do not win the Navi Mumbai airport bid, they will be competing with the other operator on revenues.
 
However, overall it might be another L&T in the making.
 
Cheers
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Quote BGKGURU Replybullet Posted: 10/May/2009 at 6:17pm
can't compare with l&t, l&t is in construnction and gvk is operator.
Respect the Markets and do MAKE mistakes, but see to it that you can afford to stay in the markets even after the mistake-RJ
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atulyas
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Quote atulyas Replybullet Posted: 11/May/2009 at 12:32pm
You are absolutely right. I meant in terms of scale and magnitude, not really in terms of business portfolio.
On that note, who do you feel are direct competitors for GVK? Someone like GMR Infra?
Thanks & regards,Atulyas
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BGKGURU
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Quote BGKGURU Replybullet Posted: 11/May/2009 at 3:28pm
yes gmr ,lanco are competitors but other 2 are much aggressive then gvk
Respect the Markets and do MAKE mistakes, but see to it that you can afford to stay in the markets even after the mistake-RJ
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rushabh
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Quote rushabh Replybullet Posted: 08/Jul/2009 at 2:18pm
can somebody give a brief note of the stock as in fy08-09 results, future expectations, its contingencies, etc. etc. I really have a strong interest in the stock and need to knw the fundamentals before i can plunge into it.
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Jimm0y74jp
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Quote Jimm0y74jp Replybullet Posted: 19/Apr/2016 at 11:00pm
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