Hey Analyst Mohalla the daily results tweet is missing its frequency. Really look forward to it every morning. Possible to keep up the consistency. Thanks 😀

Lower propare prices would help #Aegis to gain a higher share from Gujarat gas in morbi. Big positive.

You must have seen people posting charts and saying, the stock is from strong sector. A strong sector is when many stocks of that sector are rising.

BUT there is no easy way to categorize 2260 NSE stocks into sectors/Sub-sectors.

I went through all NSE stocks, referenced it

Gt this as a fwd also. This breakup is more relevant for businessmen. As an investor, i would be more focused on where the maximum profit is going to be made. Its not necessary that revenue breakup will lead to similar bottom-line.

Congratulations on your achievement. Your hard work and dedication bearing fruit.

And we have begun our 35th MissioN SMILE Webinar with Dhruv Rawani 🙂

Join in to understand why this company is one of the big beneficiaries of the gas infra capex undertaken by PSUs and the government.

#POWERCAPEX , #TECHNOELECTRIC

This snapshot covers the entire transformers ecosystem very well. Transformers would be the mainstay for any power related capex
Source : Nuvama

A whole set of companies will come out of this strong sectoral tailwind.

energy.economictimes.indiatimes.com/news/oil-and-g…

¢ #PowerSector 3.0 [Weekend Feed] ft. Dhruv Rawani

° Policy updates

° Profit Pools

° Reverse bidding

° Narratives

° Ancilliary

Like, Share & Subscribe; RT 🔁 #AI

Karan Rajpal Mohit 🇮🇳
Ravi Karkara Vineet Jain
youtu.be/knM7zHqkCns

While everyone remains focused on the wind developments, this is what i am interested in. Probably the Reason why #BEHL and #ISGEC are up. Focus on profit pools.

Wind sector - Reverse auction fears. The rules would be applicable to only SECI auctions which is a small share in the wind sector market. The C & I and the captive power part are the the major other sources where this does not apply. Expect the impact to be minimal.

This one chart has atleast 5 investment ideas within it. #Gas #Macros #Energytransisiton #Onenationonegridl

Hey Techno Electric and Engineering Company Limited you have uploaded the presentation instead of transcript pdf for Q3 FY 2024. Request you to kindly upload the pdf transcript at the earliest.

#powergrid concall highlights for power sector
1. Strong focus on complete digitization across the entire spectrum of transmission network. - Beneficial for Cyient, Schneider Electric.
2. HVDC projects are going to be 5-year projects. Expect them to be operational around FY

If you are bullish on data centers, you have to be bullish on power and energy that will drive that power. A good video on the TAM in the US as far as power capex is concerned. Ameya

youtube.com/watch?v=jiVSFH…

GDP is nothing but the amount of energy consumed. Any growth in GDP is not possible without having energy investments. Power forms as a subset of energy. Discussed this theme in detail with the spaces with Prince | Accidental Investor 🇮🇳
x.com/AI_Feb21/statu…

#Transformes are skilled labour products made to customer specification. In results while topline would increase due to the huge market size opportunity, i would focus on the EBIDTA margin which would be impacted by aggressive bidding. Also interest cost, small players to be

Why i still prefer thermal over renewables at the moment. JSW energy has recently commissioned thermal plant along with NTPC has one of the best thermal assets in the country.

energy.economictimes.indiatimes.com/news/coal/ther…