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Power Sector (Emkay) CERC FY11 short term report - pressure on bilateral |
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CERC released its FY11 short term trading report today - key highlights and our interpretations;Our view on the sector - contra play might not deliver at this stage; stick to regulated utilities. Reiterate top picks - Adani Power-Sell, NHPC-Buy | Date | Rating | Target Price | Recommendation Price | Broker house | | 29 Jul 2011 | | | 0 | Emkay Report | |
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Power sector update (ICICI securities) SEB reforms at last, implementation the key |
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Power Sector (Emkay) Forward curve; buyers shying away from bilateral |
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50% of contracts are ‘less than a week’ contracts - buyers shying away;September 2011 prediction at Rs3.58/unit;May11 contract volumes at just 18% of Apr11;Merchant power prices are headed towards Rs3.2/unit in FY13E; Stick to regulated utilities; Top pick - NHPC | Date | Rating | Target Price | Recommendation Price | Broker house | | 11 Jul 2011 | -- | -- | -- | Emkay Report | |
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Power Sector (Emkay) Plenty of problems; no short-term solutions |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 6 Jul 2011 | -- | -- | -- | Emkay Report | |
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India Utilities (Morgan Stanley) Strengthening Headwinds |
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Industry view down to Cautious;Domestic coal deficit to more than triple by 2013 | Date | Rating | Target Price | Recommendation Price | Broker house | | 13 Jun 2011 | cautious | -- | -- | Morgan Stanley Report | |
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power sector (Emkay) CERC's forward curve price can be misleading |
Apr11 report has upped Jul/Aug11 bilateral tariff prediction to Rs4.56/unit;
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 18 May 2011 |
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Emkay Report |
Reports.DesiStockResearch.com |
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power transmission sector (ICICIsec) Gap between opportunity reality needs to converge |
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power sector (Emkay) Coal Price Hike - no clarity yet for power sector |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 28 Feb 2011 |
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Emkay Report |
Reports.DesiStockResearch.com |
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power sector report (Emkay) Too Many ends to tie |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 27 Jan 2011 |
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Emkay Report |
Reports.DesiStockResearch.com
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Power Sector update (HDFCsec) 2010.08.25 |
