Mundra Port and SEZ

Mundra Port and SEZ
CMP: Rs642.20
Target Price: Rs 571

Batlivala & Karani has initiated coverage on Mundra Port and SEZ with an ‘underperformer’ rating due to its location and draft advantage, apart from factors like surging port traffic and the company’s industrial SEZ. “The participation of non-major ports (like Mundra Ports) would be critical to achieve the required capacity to handle around 1,000 million tonnes of total port traffic by 2012,” says the report. The report also highlights the point that Mundra Port has one of the deepest drafts available. “The deepest draft enables Mundra to accommodate large vessels, which brings along the concomitant economies of scale advantage to the customer,” adds the report. The company also intends to develop around 32,250 acres of land surrounding Mundra Port. “The company has in its possession 18,500 acres, out of which 6,750 has been notified as an SEZ. The balance land is under various stages of acquisition,” says the brokerage. Mundra Port has strategic stakes in Dahej Port, where Adani (Dahej) is building a solid cargo terminal of 15 million tonnes capacity, along with Petronet LNG

One Response to “Mundra Port and SEZ”

  1. Mundra Port up on large volumes
    Moneycontrol.com, India – 3 hours ago
    Mundra Port and Special Economic Zone had touched an intraday high of Rs 390 and an intraday low of Rs 333.05. At 12:37 pm, the share was quoting at Rs …
    Mundra Port bounces back up 14.11%
    Myiris.com, India – 2 hours ago
    The scrip has touched an intra-day high of Rs 390.00 and low of Rs 333.05. The total volume of shares traded at the BSE is 775812. In the earlier session, …
    Adanis mull Rs 6K-cr boost for Mundra
    Times of India, India – Dec 31, 2008
    Adani group plans to pump in around Rs 6000 crore over the next five years for expanding Mundra port. To put things in perspective, the company has so far …
    INDIA: Maruti Suzuki updates export port and rail facilities
    just-auto.com (subscription), UK – Jan 2, 2009
    The first export shipment of the A-star left Gurgaon railway station in new, specially designed auto wagon railway rakes bound for Mundra Port, …BOM:532500 – NSANY
    GSPC may relocate LNG terminal site at Mundra port
    Sify, India – Dec 26, 2008
    Kolkata: Gujarat State Petroleum Corporation (GSPC) may have to relocate its proposed LNG terminal at Mundra port. The new site will also be located within …
    India Port Conditions: Mundra
    Reuters India, India – Jan 2, 2009
    Take a look at how India fared in 2008 — the most popular stories, videos and slideshows from the year gone by. Yearender | Business Yearender Reuters …
    Kotak Securities puts ACCUMULATE on Mundra Port
    Livemint, India – Dec 18, 2008
    Mundra Port handled 3.3 MMT of cargo in the month of November 2008 as against 2.8 MMT handled in November 2007 thereby registering growth of 15.4% on yoy …
    The likely beneficiaries of the second stimulus package
    Hindu Business Line, India – Jan 3, 2009
    … space such as Container Corporation of India and Gateway Distriparks, besides players such as Allcargo Global, Sical Logistics and Mundra Port and SEZ. …
    Limited downside in Marg: Chugh
    Moneycontrol.com, India – Jan 1, 2009
    If you do a brief comparison with the port that Marg has with Mundra Port, Mundra Port has currently got a capacity of 30 million tonnes. …
    SC asks Mundra SEZ to submit fresh request for forest land use
    Livemint, India – Dec 14, 2008
    New Delhi: The Supreme Court has said that the Adani Group-promoted Mundra Port and Special Economic Zone (SEZ) Ltd in Gujarat has to submit a fresh …BOM:512599

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