VISION- 2010
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Fundamental
Forum Discription: Discuss the operations and finances of any of your companies.Make the other participants aware on the investment opportunities available in a stock on PE free cash flow etc
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=325
Printed Date: 04/May/2025 at 11:32pm
Topic: VISION- 2010
Posted By: kulman
Subject: VISION- 2010
Date Posted: 11/Sep/2006 at 1:41am
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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:
Please comment and suggest more …… ------------- Life can only be understood backwards—but it must be lived forwards |
Replies:
Posted By: reetesh
Date Posted: 11/Sep/2006 at 2:31am
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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.. ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: basant
Date Posted: 11/Sep/2006 at 7:03am
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BEML could benefit from The Delhi Metro projects. ------------- '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 |
Posted By: Ajith
Date Posted: 11/Sep/2006 at 8:43am
| 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. |
Posted By: kulman
Date Posted: 08/Jan/2007 at 5:21pm
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I see tender notices from DDA for construction of Commonwealth Games Village.
The action has begun, a bit late though, as usual....
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: deepinsight
Date 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.
------------- "Investing is simple, but not easy." - Warren Buffet |
Posted By: basant
Date Posted: 08/Jan/2007 at 8:04pm
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If that is so this could be a huge trigger!!! ------------- '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 |
Posted By: kulman
Date Posted: 08/Jan/2007 at 8:25pm
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DDA website indicates that that the tender for http://www.dda.org.in/commonwealth.htm - 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.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: kulman
Date Posted: 23/Jan/2007 at 11:36am
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Latest announcement from L&T:
Larsen & Toubro Ltd (L&T) has announced that the Company has bagged three orders amounting to Rs 355 crores from Delhi Metro Rail Corporation (DMRC) for the second phase of the Delhi Metro project. These orders will be executed by ECC, the Company's Construction Division.
With the successful commissioning of Phase-I of Delhi Metro, DMRC has taken up implementation of Phase-II with 2010 as completion target in time for the Commonwealth Games to be held in New Delhi. ------------------------------------------ Keep a watch on who gets the Games Village Construction contract....huge trigger in the waiting....
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: xbox
Date Posted: 24/Jan/2007 at 12:29pm
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Buy Land in Noida. ------------- Don't bet on pig after all bull & bear in circle. |
Posted By: basant
Date Posted: 24/Jan/2007 at 1:00pm
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And sell it just before the games in 2010 because by then all hotels, malls, rooms villages, towns would have been constructed.. ------------- '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 |
Posted By: xbox
Date Posted: 24/Jan/2007 at 1:30pm
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Mantra of wealth creation ------------- Don't bet on pig after all bull & bear in circle. |
is now open to all. Take it or ignore it. 
Posted By: basant
Date Posted: 24/Jan/2007 at 3:43pm
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Yes while you execute those loan documents at http://www.theequitydesk.com/forum/forum_posts.asp?TID=561&PN=1 - Yes Bank or from IB ( http://www.theequitydesk.com/forum/forum_posts.asp?TID=577 - IndiaBulls ) one gentleman would be laughing all the way to the Bank (Yes) Bank! ------------- '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 |
Posted By: kulman
Date Posted: 01/Jul/2007 at 6:04pm
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Anyone keeping track of contract for Residential Project for 2010 games? DDA http://www.dda.org.in/commonwealth.htm - Website shows a list of pre-qualified bidder s as below:1. M/S DLF Ltd 2. M/S Omaxe Ltd 3. M/S Nagarjuna Construction Co Ltd 4. M/S Shapoorji Pallonji & Co Ltd 5. M/S Larsen and Toubro Ltd 6. M/S Parsavnath Developers Ltd 7. M/S Ansal Properties and Infrastructure Ltd 8. Consortium of CSCHK-Soma Enterprises 9. Consortium of Namkwang-SPSL-PDI-CMCL 10. Consortium led by Emaar PJSC 11. Consortium of Unitech Ltd-IL&FS-PSDA-FCL And it mentions that finalisation of contract will be done on/by 5th July.
But there was a newsflash on CNBC that Emaar MGF Construction has won the bid.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: muralimohan001
Date Posted: 01/Jul/2007 at 8:02pm
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Source:http://www.nerve.in/akshardham+temple/news:25350070765
EMAAR-MGF to build Commonwealth Games Village
New Delhi, June 28 - Emaar MGF, the joint venture between Dubai-based Emaar Properties and India's MGF group, has finally bagged the bid to build the Commonwealth Games Village in Delhi for the 2010 mega sports event. The Delhi Development Authority (DDA) Thursday declared that EMAAR-MGF has technically qualified for the project. 'The technical bid, which was very voluminous, was scrutinised in a number of meetings by a DDA high powered committee constituted for the purpose and finally EMAAR-MGF has been declared successful,' a DDA official said. A total of 14 developers had requested for bidding qualification and shown interests in taking up the Rs.7-billion ($170 million) project, which is to come up near Akshardham temple in east Delhi. Eleven developers qualified and of these only two had submitted their bids for constructing the village. 'The bid of DLF was found to be incomplete and was therefore disqualified'. 'The layout design of the village has already been prepared by Suresh Goel and Associates and the detailed drawings on acceptance of the financial bid will be made by EMAAR-MGF based on the concept and development controls approved by DDA,' an official statement said. The timeline for completion of the project is Dec 31, 2009. The Games Village will be spread across 118 acres and would provide accommodation to over 8,500 participants from across the globe. The residential zone will comprise low and medium rise apartment blocks. It will have air-conditioned auditoriums, dining halls, health centres, media centres and banking facilities. The village complex will also have a training site and recreational facilities. ------------- If money is your hope for independence, you will never have it. The only real security that a man can have in this world is a reserve of knowledge, experience and ability. |
Posted By: kulman
Date Posted: 01/Jul/2007 at 8:55pm
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Thanks Muralimohan jee.
On that DDA website, there's a document which contains list of approved makes for major electrical equipment, ACs etc etc.
EMAAR-MGF has to buy from those.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: deveshkayal
Date Posted: 01/Jul/2007 at 10:41am
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WOW! With Commonwealth game so many companies get to benefit. Never thought of it.
Kulmanji is keenly watching the development. ------------- "You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett |
Posted By: Circuit
Date Posted: 17/Jul/2010 at 9:51pm
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Great Vision Kulman.... This thread was started almost 4 years back !!! Most of the companies have done well and are in good shape ------------- Fundamentalists and anticipators may have difficulties with risk control because a trade keeps looking ‘better’ the more it goes against them....Ed Seykota |