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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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   Topic: VISION- 2010
Posted: 11/Sep/2006 at 1:41am |
VISION: 2010
COMMONWEALTH GAMES
My idea here is that we try to do some crystal ball gazing, look into the future to imagine which sectors/companies would benefit the most due to this mega event in 2010, four years from now.
My own views are given below:
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SECTOR |
COMPANIES |
COMMENTS |
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CONSTRUCTION |
L&T
PUNJ LLYOD
PATEL ENGG
HCC
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STADIUMS, RENOVATION, SUBWAYS, FLYOVERS, ROADS AROUND DELHI |
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CEMENT |
??? |
NORTH BASED CEMENT PLANTS
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STEEL |
TISCO
SAIL
JSW
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ENGINEERING |
SIEMENS
ABB
ALSTOM |
METRO RAILWAY EXTENSION, OTHER RELATED WORKS
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MEDIA |
?? |
TELECAST RIGHTS, ADTG REVENUE
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ELECTRICAL POWER EQUIPMENT |
CUMMINS
KIRLOSKAR OIL
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BACK UP GENERATOR SETS |
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HOTELS |
ITC
INDIAN HOTELS |
ITC IS SAID TO BE CLOSE TO FINALISE DEAL FOR A NEW SITE NEAR DELHI GAMES
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SECURITY EQUIPMENT |
ZICOM?
BARTRONICS?
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ACCESS CONTROL SYSTEMS |
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TRANSPORT |
TATA MOTORS
ASHOK LEYLAND
AUTO CORP GOA
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NEW BUSES (LIKE ASIAD BUSES IN 1982) |
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MISCALLANEOUS |
NITCO TILES
HIND SANITARY
HAVELS
ASAHI
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REFRIGERATION-
CENTRAL A/C |
BLUE STAR
VOLTAS |
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Please comment and suggest more ……
Edited by kulman - 11/Sep/2006 at 1:44am
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reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
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Posted: 11/Sep/2006 at 2:31am |
Brilliant compilatin, vision is very good, but the most important thing you forgot ie: Sports goods, although there is hardly anything listed, but I know a company called COSCO, I am following it and will buy this sometime in 2007(late) good quality company, products are very good I have used many of them and currently unsing basket ball, footballs etc.. There is another company for nets Garware walls rope this is also very good company, even now someone can buy this good dividend products are also used in Infrastructure related works..
Regards,
Reetesh..
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 11/Sep/2006 at 7:03am |
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BEML could benefit from The Delhi Metro projects.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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Ajith
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Joined: 06/Aug/2006
Location: India
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Posts: 1284
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Posted: 11/Sep/2006 at 8:43am |
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Honeywell Automation supplied the automation for the Delhi Metro project.This company's Building Solutions Business may also be the beneficiary of the ongoing real estate boom.
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 08/Jan/2007 at 5:21pm |
I see tender notices from DDA for construction of Commonwealth Games Village.
The action has begun, a bit late though, as usual....
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Life can only be understood backwards—but it must be lived forwards
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deepinsight
Senior Member
Joined: 18/Sep/2006
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Posts: 980
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Posted: 08/Jan/2007 at 7:56pm |
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Thought Nagarjuna Constructions had the rights to build a common wealth village which they could later resell after the event.
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"Investing is simple, but not easy." - Warren Buffet
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basant
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Posts: 18403
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Posted: 08/Jan/2007 at 8:04pm |
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If that is so this could be a huge trigger!!!
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 08/Jan/2007 at 8:25pm |
DDA website indicates that that the tender for Development of Commonwealth Games Village Residential Project is yet to be decided, in fact the original deadline has been extended to 31st Jan '07 & shortlisted candidates would be announced by 9th Feb '07.
Any idea about the list of interested contractors? Certainly the trigger will re-rate the winner.
Edited by kulman - 08/Jan/2007 at 8:36pm
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