Adani Port & Special Economic Zone Limited
SMC online
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
07 May 2024 | Adani Ports |
SMC online
|
1406.10 | 1287.65 (9.20%) |
Results Update
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04 May 2024 | JSW Infrastructure |
Motilal Oswal
|
328.75 | 300.00 | 258.50 (27.18%) | Target met |
Buy
|
Robust 4Q led by higher third-party volumes; outlook bright
Motilal Oswal
JSW Infrastructure (JSWINFRA) reported a revenue growth of 20% YoY to
INR10.9b (12% above our estimate) in 4QFY24. The company handled cargo volumes of 29.3MMT (+9% YoY) in 4Q. The share of third-party cargo increased to 46% in 4QFY24 from 37% in 4QFY23. |
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02 May 2024 | Adani Ports |
Motilal Oswal
|
1406.10 | 1550.00 | 1338.80 (5.03%) | Target met |
Buy
|
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22 Apr 2024 | Adani Ports |
Motilal Oswal
|
1406.10 | 1590.00 | 1321.10 (6.43%) | Target met |
Buy
|
Volume growth trajectory to continue
Motilal Oswal
We released our Initiating Coverage (IC) report on Adani Ports & SEZ Ltd
(APSEZ) in Oct’23 (LINK). In this report, we highlighted that the company’s improving utilization levels at its current ports, along with its ramping up of volumes at newly acquired ports, will position the company to exceed its FY24 volume guidance and expand its market share in cargo handling. |
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20 Mar 2024 | Cochin Shipyard |
ICICI Direct
|
1890.50 | 1055.00 | 878.25 (115.26%) | Target met |
Buy
|
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08 Jan 2024 | Adani Ports |
Motilal Oswal
|
1406.10 | 1410.00 | 1168.85 (20.30%) | Target met |
Buy
|
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06 Dec 2023 | Adani Ports |
Motilal Oswal
|
1406.10 | 1210.00 | 1017.95 (38.13%) | Target met |
Buy
|
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29 Nov 2023 | Cochin Shipyard |
Geojit BNP Paribas
|
1890.50 | 1265.00 | 1164.10 (62.40%) | Target met |
Accumulate
|
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28 Nov 2023 | Cochin Shipyard |
ICICI Direct
|
1890.50 | 1340.00 | 1132.75 (66.89%) | Target met |
Buy
|
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09 Oct 2023 | Adani Ports |
Motilal Oswal
|
1406.10 | 1010.00 | 790.05 (77.98%) | Target met |
Buy
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