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Lanco Infratech (Citi) Answers To Some Vexing Questions |
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More clarity on coal supply to Amarkantak 1 300MW;However legal and fuel issues will take time to resolve;Udupi final tariff is yet to be decided;Valuations factor in lots of these risks | Date | Rating | Target Price | Recommendation Price | Broker house | | 21 Jul 2011 | buy | 44 | 22 | Citi Report | |
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Lanco Infratech (Credit Suisse) India Utilities Sector - 1Q12 results preview: Expect a mixed bag |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 21 Jul 2011 | neutral | 34 | 22 | Credit Suisse Report | |
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Lanco Infratech (Emkay) Positives clouded by negatives |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 1 Jul 2011 | buy | 45 | 25 | Emkay Report | |
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LANCO Infratech (UBS) Perdaman case, price correction overdone |
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Event: Perdaman filled a lawsuit against Lanco in Australia, stock corrects;Impact: Perdaman seeking damages of A$3.5bn;Action: we think the price correction is overdone;Valuation: Maintain Buy rating with price target of Rs 70 | Date | Rating | Target Price | Recommendation Price | Broker house | | 28 Jun 2011 | buy | 70 | 22 | UBS Report | |
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LANCO Infratech (Morgan Stanley) update.2011.Jun.13 |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 13 Jun 2011 | equalweight (from Overweight) | 32 (from 50) | -- | Morgan Stanley Report | |
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Lanco Infratech (UBS) Strong momentum in key segments |
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A strong buying opportunity?;FY11 results indicate strong business momentum in Power segment;Robust outlook for EPC and construction business;Valuation: maintain Buy rating and price target of Rs70 | Date | Rating | Target Price | Recommendation Price | Broker house | | 6 Jun 2011 | buy | 70 | 32 | UBS Report | |
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Lanco Infratech (Emkay) Elimination, construction margins and Udupi impact |
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Elimination and Udupi II delay drives EPS cut of 13%/10% in FY12E/13E; Seek clarity on other income, Amarkantak II recognition & merchant rate; Elimination and Udupi II delay drives EPS cut of 13%/10% in FY12E/13E; Maintain relative preference on valuations | Date | Rating | Target Price | Recommendation Price | Broker house | | 2 Jun 2011 | buy | 45 | 34 | Emkay Report | |
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Lanco Infratech (ICICIsecurities) Higher eliminations lead to earnings miss |
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Capacity addition of 700 MW in FY12; Downgrade FY12 earnings by 51% due to project delays |
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lanco infratech (Citi) On Track Execution But Near-Term Uncertainties Continue |
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FY11 PBT ~24% below estimates; Execution remains on track; However legal/ teething issues will remain an overhang near term; Maintain Buy/TP cut to Rs44 (from Rs58); We cut FY12-13 earnings by 23%-27%
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 31 May 2011 |
buy |
44 (from 58) |
33 |
Citi Report |
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Lanco Infratech (credit suisse) FY11 results below expectations; fuel risk likely to aggravate |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 31 May 2011 | neutral (from Out perform) | 34 (from 58) | 33 | credit suisse Report | |
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