Areva T&D India; Allcargo Global Logistics :: Kotak Securities (PDF link)

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http://www.kotaksecurities.com/pdf/dmb/MorningInsight21022012.pdf


AREVA T&D INDIA LTD
RECOMMENDATION: REDUCE
TARGET  PRICE:  RS.158
C12 P/E: 27.2X



ALLCARGO GLOBAL LOGISTICS
RECOMMENDATION: BUY
TARGET  PRICE:  RS.190
CY12E P/E: 7.4X